Member Info for ShazbotNaNuNaNu

Market seems to have readily taken the share price way down below where it should be on news that was pretty much already out there. FCA need a damned good clear-out as this uncertainty is a damn shambles, and the board and comms team in CB need to take a long hard look at themselves in terms of messaging... Ho hum, lets see what tomorrow brings....

It's going to end pretty much flat IMHO.... Those in the know are holding, and bar an announcement from the CBG management this isn't going anywhere today, it might re-capture yesterday's gains but that's about it... Nothing to see hear, just smile and wave boys and girls, smile and wave...

Whilst the US is undoubtedly a big market for SMR, I really don't see RR making inroads over the pond, this will be a closed shop targeted at US companies revenue streams, frankly I don't think we should be looking to get in to bed with our American cousins as they don't seem to be able to secure the Intellectual property and designs for 5th generation fighter planes (stolen by China), never mind Small modular reactors. The target in my view should be countries who currently have to either buy power, or raw materials to generate power. RR should be looking to build, own and operate SMR, or lease the technology under strict non disclosure rules to friendly countries. This technology should definitely not be shared outside of a small group of politically aligned geographies. Hopefully RR management recognizes that we are in competition with the US companies in the same field, and we should absolutely not be getting in to joint ventures. UK manufacturing needs to show it's teeth and not get in to bed with a bunch of "sell it at all costs" floozies from the good old U S of A.

Slightly amusing on the AI front as RELX have been at the forefront of using AI in their services within Lexus Nexus and Elsevier. If anything they are a market leader in this space. Seems RELX have been caught up in a sheep like panic in relation to the impact of AI on Software companies - They are already an AI software company.

The issue is less about the fact that businesses moved manufacturing, but it's now more about how Chinese companies have stolen IPR (Intellectual property rights) and replicated that technology, improved it and built massive and highly automated manufacturing plants that can turn out products which are a match for, or better than Western companies output. Match that with a massive cheap and poorly paid workforce, and a Western economy that is feeling the pinch and you have a perfect storm. Years of ingrained consumerism in the West and a throw away society that is practically begging to purchase goods from Chinese companies as an alternative to expensive Western made products is going to lead to some hard times. Just look at what is happening to the German car industry at the moment, massive investment in Chinese plants to manufacture cars that the Chinese won't buy, and now their home turf is under significant threat from BYD and their ilk.... We do need to bring back manufacturing to the West, governments do need to enforce patent laws effectively, companies need to investigate modern slavery in the offshore supply chain, and action does need to be taken to address the competition. For me the simplest tool in the box is VAT. Add a minimum 10% VAT to any product made outside of the EU/UK, if people want to purchase those products then they do so at a premium. EU/UK products should have VAT reduced to a minimal level to encourage consumers to buy goods manufactured in region. And whilst I am not a tree hugger, this would also reduce the horrendous levels of CO2 that are produced transferring all of these goods across the globe on huge container ships... Something has to be done, otherwise Western manufacturing is pretty much doomed.

Still a long way to go to get to my average, but it looks like this may have some life in it yet. Top business move getting in to bed with RELX.

Well it seems like Today is the day the teddy bears have their picnic. Hoping (And I know that isn't a dealing strategy) for a good to middling result from the announcement at 16:35. Read copious amounts of articles on this subject, as well as the amusing Knot and his commentary. My guess is a middling result with some recompence to pay, but an open on Monday at £6.35, lots of profit taking, and ending the day at around £5.80. Once the uncertainty is gone a slow trickle up to around the £8 mark by the end of 2025. Lots of risk of a buyout if the result is good, and someone likely to take a big position on CBG with a view to maximizing the profit from the loan book. We shall see. I can't eat Popcorn (kryptonite for the intestines), but if I could I would be munching....

It's all about the ying and yang of assets. Paying off your mortgage is a liberating act, however you effectively own an asset that is 1. immobile, and 2. only worth what someone is willing to pay for it. Personally I would go with a balance, pay off a chunk of the mortgage to a level where you are comfortable that you can easily pay off the remainder within a defined timescale of your choosing, and retain a chunk in investments. Gives you a good balance between a fixed asset and mobile assets. I have investments that would easily clear my mortgage, however I am comfortable that within 5 years I will clear it, and it's on a very low interest rate, so I retain those investments for growth. Oh and btw, I always wanted the big house, now got one and it's a money and maintenance pit. Same with gardens, you always want a bigger one until you get one and have to maintain it..... And Triumph bobbers, and classic cars are great until you have to fix/service/maintain them. We aspire to things that just give us grief.... :)

not suggesting that there are not a few hurdles to overcome, but the gas network is an asset, and ******s like ed milliband actually need to come up with some tangible solutions. electricity doesn't readily transmit from his windmills in the breezy parts of the uk despite whatever his imagination thinks, so use the assets to generate something that can be distributed to the point of use. as a previous poster suggested; odorize the hydrogen, and transport it at lower pressure, to storage tanks, where it can be pressurized and put to good use. alternatively dig a shed load of trenches or cover the country in pylons.. up to you but with a ready made national transmission network it kind of makes sense to make use of it, and not let it crumble to dust (mind you what govt hasn't ever done that - beeching and the train lines - oh how we wish we still had those when sitting in traffic congestion on the a45 for 3 hours on a cold and wet friday evening).....

Completely agree, I worked in the Gas industry for 20 years, we have an asset in the ground that can ship pretty much any gas, and not enough cables in the sky to ship all of the electricity required to support charging points to achieve net zero. In addition to this we are paying green electricity generators to idle their turbines as the network cannot ship the load to where it is needed, and firing up old gas fired power stations. Why are we not using that idle capacity in the electricity network to generate Hydrogen and shipping that through the existing gas network. Complete lack of joined up thinking, and dare I say it a fair degree of protectionism and asset bleeding going on. Needs a comprehensive review, and not pie in the sky short termist political thinking.

Disgraceful treatment of shareholders, this share is only going one way, down the toilet.... We need an update, even if it is to un-suspend the share so I can get rid of what is left, and that isn't much in terms of value...

Volatility over time generates profitability for investors. 2019/2020 this looked like a shed of a share, but was a good punt based on previous values, and the potential for recovering airmiles - post covid. My average is £1.11 so a little late to the market.... When combined with good leadership and management, and the potential for further growth through SMR, and potential new and more efficient engines this still has a lot of legs....

That's 250,000 to 300,000 pigs. Bad week to be a porker, great week if your a Danish pork exporter.... Swings and roundabouts, but someone is bringing home the bacon. Even Trump couldn't make a pigs ear out of that.....

This is what happens when you let irresponsible people play with sharp objects. Understand why you feel the need to leave, there is way too much posturing for a shares HYS, it seems there is truth in the fact that money corrupts. Good luck in your share dealings, DYOR.

Depends on how you look at it. No cost for making a claim against the last 5 cars I have had, I certainly wasn't stupid enough to think that someone wasn't making some money out of me. If the claims are withheld then I get some cash. It they are overturned, then CBG share price goes up. Win both ways, the ultimate carpet bagger of a share....

I wonder how many ISA millionaires RR has produced with this awesome performance? Nowhere near that myself, but this combined with IAG, and a few others has certainly lit the Blue Touch paper. Congrats to one and all who had the good foresight to invest post Covid. GLA DYOR.

Nope I don't think he will do it, or want to lose the opportunity to leverage Australia in the future as a large aircraft carrier and troop transition centre, when China goes ballistic and invades Taiwan and probably goes to war with the Philippines. I think even the dumbest US politician understands the need for a strong Western ally in or near the pacific. Clearly Diago Garcia is the other key location (now sort of secured). And as you point out its all part of the tariff negotiation game.

Agreed, if the findings go against CBG - Share price drops as the cash held will be impacted, and no divi next year = Relatively slow recovery over the next 3 - 4 years to a value in parity with profits. If the findings are positive (nothing to see here, or a capped payments) then the share price may recover faster. Either way it's a long term hold as that's where the money is likely to be on this one. For reference I hold 20k shares at an average of around £3, I expect to 3 bag on this and get out in 2027. If it's better and faster so be it.

You can look at it Two ways - 1. A hatchet job on todays share price (plenty of people have an interest in the share being depressed), and 2. a Shot across Rachel from accounts bows e.g. If the court upholds the ruling you are putting this bank and others in strife - Do you really want that? I will take my chances on a favorable verdict as well. In the mean time I have discovered Almonds soaked in chili and honey... Munch Munch...

Definitely looking positive, got a significant number of these tickets in my ISA, my wife's ISA, and my kids junior ISAs, not going to be millionaires but with forecasts of 5.50 , 6.00, or 7.00 we are definitely getting 99's with flakes and chocolate sauce on the summer holibobs, and maybe even a bag of popcorn, assuming the countrywide shortage is over by August.....