Member Info for Seaangler

Buying Boeing what? Tickets or shares Bilbs?

Same as you on the portfolio front. I have a much wider selection now having reinvested quite a lot of ITM gains in some of the big guys during the doldrums. Prices are recovering alongside Covids demise ( everything crossed ). Some are still under water , noticeably the banks and retail , but we will get there. Will keep a chunk in ITM probably. Mind you , next time we get a no news rise like this morning the 3 legged milking stool is coming out. Could have made an easy £5k per 10k shares selling and buying back in. Courage of convictions and a bit of luck.....

Prof. I believe some of us view this as the new green BP so price wise you are correct to at least compare MCAPs. The likelihood is we will be the salad course for someone like BP’s lunch one day. Either way the SP rise can be understood for the most part.

Great read , big bucks , you wonder what get’s discussed with the big players behind closed doors?

Going back up now and I doubt there’s much connection to the order flow. 1st violin having a bit of a solo performance today? Not funny for some I’m sure.

Hiya Spicers , thought you’d given up this share lark. Welcome back and hope all good and well with you and yours. Let’s hope there’s no connection with your absence and the intervening SP rocket?

They play this one like a violin. Often no connection with demand whatsoever , seen it loads of times. Pity the small guys who jumped on at £3.10 but then they could take it to £4.10 next week. Guessing game at the moment.

This thing has no connection with the general market , just take a look. As we all know it’s about prospects. You can argue till you’re blue in the face whether it’s overpriced , fair value or even underpriced , the reality is people increasingly expect one day that H2 will be king. Kick a few numbers around and a £1B or even £10B MCAP looks peanuts. Whether you should buy , sell , top-slice , whatever , is ( I’m finding ) bloody difficult to decide. I seem to be selling gradually and I’m happy but the CGT is going to be painful next year. Good luck with your decision making guys!

D) A new focus. A need to move forward. A need to get smarter. A reminder of how fragile life can be. Whether it will last who know’s , the sentiment will linger but will that get the right politicians in place? Thinking about a whip round for Trump..... 1 litre of domestos should do it.

Sure it will be tough for a time but the world will get over it. Opportunities arise out of adversity as much as that seems really unfair. The weak fail and the strong get stronger. Don’t have to like it but ultimately the law of the many jungles out there.

People , individuals and funds , are crying out for security. Somewhere safe to put their hard earned. Prior to Friday that wasn’t Marston’s , far from it. Now it is. They will see this crisis through and by the looks of it come out stronger and with more opportunity. The SP should reflect this tomorrow and long term 65p will seem incredibly cheap. That said there are plenty of shares out there to make money on so spread it around whatever you do, and make sure your heart can stand a rollercoaster ride. GLA

Should’ve known. Price drop manipulation pre HUGE news. Time and time again. Fraud really? Not really complaining though.....

Sell a slice and buy back after the drop Bilbs. Great in theory but it keeps going up...... I’ve two lots to buy back or it’s Crucification by CGT. Thinking about selling another 10k though.

Thanks guys. I’m sure there will be more than enough business to go round. At the same time JCB have been ‘with us’ for the longest (Shell?) so I would hope for some meat on the bones by now. It seems like JCB the younger is solving the chicken and egg problem singlehandedly. This seems pretty impressive and ambitious and yet we don’t seem to have a finger in his pie?

Perhaps the obvious couple of questions but a) Will we get any business out of it ? , and b) If not , what the hell is he doing here as a major stock holder and rival?

I’m sure you’re right about the update TM but to be fair to ITM they’ve never sugar coated anything. In the past I’m sure a few of us wished they had at times. This is all priced on the potential and more recently the improved odds on success. Personally I think we’ll be swallowed up relatively soon. There must be a lot of virtually run BOD’s discussing “where do we go from here”. GWA and keep safe.

Have dabbled with AFC a couple of times but currently out. It seems to be the poor relation with ITM and CWR proving more popular. What do we think about AFC’s offering generally? I appreciate their SP is suffering due to lack of news and management comms but what about the product?

Pandy. If it makes you feel better I sold my HFD’s for what I thought was a tidy profit at £1.15. Can’t tell you exactly what they’re at now as I refuse to look......

It could be the world turning over a Covid19 new leaf? Oil industry on the rocks , pollution levels down , pleasantly , demonstrating how quickly the environment can improve. A time of complete misery for some but just maybe some good will come of it? Great to see the SP at new , recent time highs , but can’t say I’m enjoying it given all that’s going on.

Sorry , typed it in without thinking. H2 production isn’t location dependent though I’m sure the price will fluctuate.

Agree Bilbs obviously. Could the same happen with H2 though?