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I'll qualify my comments first by saying that my mind isn't greater than anyone's ;-)
But I will not be surprised to see a relatively quick resolution to the Russian-Ukraine war as the West begins to supply more and more of its superior weaponry to Ukraine (Challenger 2 and Leopard tanks, HIMARs, Norwegian winter warcraft training, etc. This would be a huge weight off the world's economic shoulders, which would then allow minds to turn to more conventional economic issues rather than be burdened with thoughts of survival, continuity of supply, etc. In addition, the US and Japan are actively merging their militaries as a counter to Chinese expansionism in Taiwan, etc. Hopefully this will have a stabilising effect on the Far East economy.
For me the name is definitely not working. It tried to capitalise on a text-speak trend that was never going to take over from sanctioned orthography. It now dates the company and not in a good way. It's only a matter of time before either the original name is reinstated or something more pronouncable replaces the current letter group, which leaves one wondering if it's a series of initials or a direct translation from Hebrew.*
*Hebrew has no discrete letters corresponding to English vowels.
VP: "My research led me to sell out for various reasons in April."
Absolutely nothing wrong with that, of course, and I offer no judgement for you doing so.
On 18th May, however, you wrote: "Personally I sold my Ocado holding in early May."
And on 25 April you had written: "The automation and online grocery trend will not end. Ocado is in prime position to grow further." This was your last comment before falling silent. Very positive and very assertive.
And yet, by your own admission, no more than about a week later you sold your entire OCDO holding. But after months of almost daily singing the praises of OCDO and being a genuinely positive voice for its opportunities, you went silent for two weeks AFTER selling. Even Hedged started a thread asking "Where is this guy [Valueplay]? He's very very quiet these days" on the 18th May. It was only in response to this that you announced you'd dropped OCDO two weeks before.
So, you see, the issue is not so much what you do with your money or the strategies you use or the conclusions you arrive at from your own research, which always appears to be very thorough and knowledgeable. It's that you've shown yourself to be an unreliable commentator whose opinions and conclusions, on the basis of what we read here at least, are reactionary and therefore of little value.
Thank you. Bye now.
Yep, BBB acquires the satellite operations of Harbour ISP for c.£3m and this "creation of 'significant' shareholder value" has everyone racing to snap up BBB shares ...
What a lovely dream ... Ok, I'm awake now ...
Ah. I see that anyone who's moved by this news is actually cashing out rather than expressing their confidence and jumping in. No buys whatsoever.
Laughable.
"John Lewis and Abrdn can’t afford to let their housing partnership fail"
https://stocks.apple.com/Akud1XfBJRsmqR35OrwipWA
“…I wouldn’t have a single property in the portfolio that didn’t have the potential to have a commercially producing mine."
Well, duh! Compare and contrast:
"I like to go out and buy properties that have little to no potential to have a commercially producing mine."
Lions, donkeys, etc.
"Avoid" (The Times)
https://stocks.apple.com/AJqyoR6qPRr6xAYAW9dGuKA
Interesting to see you now coming around to my way of thinking, Pete. Note also that the British government is now investing in Musk's Starlink to provide internet services to hard-to-reach areas of the UK. Supposedly "leaders in the field," but BBB has missed out again. Not to mention that Simply Wall St reported yesterday that breakeven for BBB has been pushed back to 2023. As you say, the silence is deafening.
Quite, Bubbles. Simply Wall St is one of the worst.
Post-Brexit Britain is basically seen as an emerging market. The books never covered the eventuality that the UK might become one because no one then believed it would ever do anything so stupid to put itself in that position.
Phat, what's got into you? You're predicting a 15% rise for today and the mooting the possibility of an M&S buy out. Has your local water company been pumping raw sewage into your favourite open-water swimming spot again?
Maybe the Chairman doesn't like firing people via WhatsApp.