Member Info for ShazbotNaNuNaNu

You couldn't make it up... FCA encourage the thraping of the loan companies, offering cash cows to compensation chasers. Then they tell them that they are behaving badly......... WTH did they expect...

When you have fantasists who dream of magic money trees, encourage voter breeding through uncapped child benefits and spout drivel about net zero (1% of the worlds carbon output) are you surprised. Get Starmer out and Angela in and Labour won’t see power for 20 years afterwards - either that or civil war….

Next 12 months are going to be interesting. CBG now has a degree of certainty with the announcement from Robin Barsteward in the FCA which on the face of it the company can survive. Next question is 1. When are the dividends going to come back, or 2. When is someone going to try a takeover. Either way by my approximation, and looking at the numbers (Depending on the Orangutan) a recovery to around £10 - £11 a share is on the cards by mid 2026. IMHO - DYOR.

To be honest the crap between the Orangutan and Iran is a double edged sword. Yes it’s disruptive and causes chaos, but within that is an opportunity to carpet bag shares at prices Lower than they should be, which isn’t a bad thing. From a RR perspective it’s a positive as it highlights that many countries in the world simply rely to much on oil for energy security and there are alternatives waiting in the wings (micro nuclear reactors). So your holibobs might get a bit disrupted for a while and a tank of fuel might be a bit more expensive, but if you hold these bad boys up to £30.00 then you should be ok. IMHO - DYOR

Disagree - We don't need knee jerk actions, we need a concerted and cohesive approach from all of the lenders to challenge the guidance from the FCA. I suspect there are moves taking place in the background. CBG hasn't existed as a successful entity for as long as it has by reacting in a scattergun way to every Financial challenge. Calm heads needed here..

Nope, They cancelled the trade, I doubt this is ever coming back.

Happy times... :)

13.57 at close.

Put my shares up for sale this morning, 1/2 Million golden tickets on the market if anyone wants them..... Doubt they will actually get sold, but I just want done with the worst performing investment I have ever made as it's a glowing weeping sore on my investment portfolio. Pretty sure the board will continue stealing a living without my money....

As a long term holder of RELX shares and an ex-employee of the Elsevier division this is my take on this. Elsevier (a part of RELX group) is insulated significantly from AI risks and as a business is heavily leveraging AI tooling to become more efficient and significant advance research, and more importantly researchers. Why is it insulated - Well it's simply that Elsevier has a secure moat surrounding it's high quality peer reviewed data and intellectual property. This has previously been described as a paywall, but it does protect that part of the RELX business from external AI risks, and without access to this data any challenger is going to find it hard to match the quality of the Elsevier commercial offering. The area of concern is the Lexis Nexus(legal) part of the RELX business. Again Lexis uses AI to optimize it's business, and it's software and data analytics offerings. The difference here is that Lexis are focused on supporting the rule of law, more open source, and publicly share a lot of their data. As a result they don't have the same secure moat that Elsevier does and their high quality legal and analytics data, and services are more exposed to external AI solutions. This effectively means that disrupters (legal startups etc) in the AI market can build tooling that leverages the richness of the data that Lexis Nexis publicly shares. RBI (Another part of the RELX business) is a bit of a mix of the two, so there is also some potential challenge there. What is scaring the market is that parts of the RELX business are potentially exposed to this level of disruption. For me this is a slightly overblown concern as the recent releases of various LLMs are pretty immature, and frankly would need a lot of work, and very expensive training to achieve the same levels of quality that are delivered by RELX and some of the other companies exposed to this potential risk. There is also the question of quality, and whilst some may choose to use a disrupters tooling over a tried and tested business like RELX, I suspect that maturity and trust will win out. On the other hand the world chose VHS over Betamax so quality doesn't always win, and sometimes marketing and BS does. Clearly my own opinion, DYOR, GLA.

Todays announcements suggest that Informa will over deliver this year, so for me this combined with recent analyst forecasts suggests this is definitely a buy with sustained growth and increase in profit margin expected over the next 2 - 3 years.

Https://uk.finance.yahoo.com/news/meet-stock-think-could-ftse-081900633.html - Seems to suggest Informa shares could be a good buy for a longer term future.

Be nice to see some updates and news, the fall today is both disappointing and unsurprising in a vacuum of any information. This needs a rocket up the jacksy and some good new stories if it's going to go anywhere....

Ditto - £13.2k now worth £900... Really want to see more communication about positive steps to reverse what seems to be a death by 1000 cuts....

Going for £16.20 per share by the end of 2026. Today was a first for me +1000% with an average of £1.1189 per share.... Wowsers.....

Well it appears to be trying!

i am betting we finish green. the usa may be ****ed that the uk didn't choose westinghouse and went for rr, but the us market will just react to that by spread betting on the rr model, expect a slow rise to the end of the day. imho dyor etc etc etc..

Interesting article in the FT today. Seems Lord Stephen is running rapidly towards an ex-pat life in Dubai whilst retaining leadership of the Informa business. Must fancy a few years tax free on a fat salary before he retires from the business. I wonder if he's offering the same deal for his employees, or his shareholders, I very much doubt it... I can see this share shifting from the FTSE to somewhere else in the near to mid future.

Welcome to the world of automated and AI driven share dealing...... Machine driven algorithms will be the death of the private investor.....

Just goes to show how dumb the markets actually are. No reason for the drop other than sheep following the herd on news that has very little impact on the overall business model for RR. Lots of upside already priced in at the moment, but this should be over £12 on that basis alone, not to mention additional developments for jet engines outside of the widebody market. I do however appreciate that the market is wobbling a bit in relation to the rumors of the AI bubble bursting, so definitely worth keeping a look out for any financial indicators that the Tech Bros are going to get their arses handed to them. On the positive side it might mean they have to sell their private jets and travel on economy which can only be good for RR.