Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Love a bit of Rocky. Lloyds should play the Rocky theme song in their HQ and branches -- get the team motivated and pumped to win more business for shareholders 💪
https://youtu.be/KPhqU--Mq1A?feature=shared
UK inflation is back.
https://www.telegraph.co.uk/business/2024/05/01/ftse-100-markets-latest-news-federal-reserve-interest-rates/
Goodness knows who will replace the CEO. It's gotta be the riskiest job in global finance. China wants HSBC broken up, while the US wants to crush it with mega-fines. Not to mention you're only ever one step away from a trumped-up fraud charge and a life or death sentence in HK or China. Suspect they're going to be searching for a CEO for some time, or they won't be able to persuade the top talent onboard. Wouldn't touch the role for all the tea in China!
Citra looks hubristic and risky. We all know residential landlords are capitalist exploiters of the West and oppress the downtrodden comrades of hardworking families in the community. Housing should be free for everyone. As sure as night follows day, red Labour are going to come after these types of megalandlords. LLOY is exposed to not just a bank windfall tax in 2025-2030, but also a landlord windfall tax, or even a residential wealth tax.
Up +3% and back abive the 1150p level now. Looks ready to make a push for the 1200s. Nat gas pricing has spiked upwards in the US toward $2, yet another bullish sign. DEC on track to join the prestigious Russell 2000 index in May-Jun 2024, at which point the big Russell 2000 trackers must start buying in.
The reality is, dividend investing hasn't worked well for decades. It's why the dividend-obsessed FTSE100 has flopped this century, yet the growth-led S&P500 has rocketed to the moon.
Darktrace is nothing to be proud of. It's yet another UK tech firm that is being swallowed by an overseas player, followed by the inevitable loss away from the UK of world-class IP, senior jobs and top salaries. Not to mention the associated degradation of the London stockmarket and its nonstop relentless decline.
It's great to see DEC refocusing on a plan for high growth here. It's the sign of a modern firm.
Incredible potential here. DEC is at a PE ratio of 1 (and rising), versus an oil-gas-sector average of 7. A DCF calc suggests fair value for the shareprice is at least £30-40. DEC is joining the prestigious Russell 2000 index in May-Jun 2024, and the big index trackers will have to start buying in. DEC financials look awesome, the buybacks are accelerating, cashflow is up, index trackers will shortly be arriving, and future revenue forecasts are being uplifted and upgraded by financial analysts. What's more, the CEO has moved on from pandering to the naive dividend gamblers, and he's now refocused on growth. Since the refocus, the shareprice has soared a huge +35% in a month. The DEC growth journey is underway 👍