Member Info for Sparz

Thank you. I'll stay with hold then with average at 94... Though I'd be more comfortable at 91 ish

Statement on this suggests things are possible.

What might the impact be here?

Yes topping up dub 91 as and when too

Yep topping up as I can. Some this morning too

Seems unjustified for LSEG to classify in same bucket

Accenture I can totally understand. too expensive and AI will eat a lot of it

That's right Denby . It was already 15% of my portfolio so had to cut before, too soon sadly, but all good. I'm still HOLD.

Looking at MNG and SDLF, LGEN firing up is down to risk in pensions and their strategy perhaps but i'm bullish. Dividends at 8%, even a 50% cut, takes this to 270p range, not crazy with run we've had from 220 up. HOLD for me.

Chancellor at risk, economy at risk with leadership contest.

I'm waiting for dip below 8500 but still looks a bargain. Any decent analysis done to convince to me go now?

Volatility Ahead !

Hawkish stance on Rates

PM Leadership Contest

Chancellor at risk following that with cabinet reshuffle

Housebuilders , perhaps a GREAT buy oppty. ( I got some today to average down) if they can hang on long enough. Tough call TBH.

Well great to see a close over 280p

Have a great weekend

Those who own space x congrats. Let's see how this plays out.

Agree.. Definitely am analyst not using common sense.

Still remarkable and I find it insane LGEN is only worth 1% of what they say SpaceX will be worth today.

I'd rather lgen who makes profit tbh.

Like to see 300p first.

I still have some underwater at 293 from 2022

The market pulling funds into AI and 4 or 5 massive IPOs.. Perhaps LGEN is a very strong hedge for safety when it all comes back to reality.

I'm curious if this can touch 300p or more by Christmas

Do we expect a summer lull?

There is material risk here but this world they operate in is quite slow on adoption still.

Buying in grab 10%+ on the rise back up

Yep.. Don't mind seeing this drop down below 260/250 even so can top up a little more though...

Yes indeed. Don't need her wasting time helping BP..

Focus on getting AV back above 700p and realise the full potential of the clean portfolio integrating DLG first please

Vodafone is aligned with AST.

They're reliant on the slow EU and AST vs Starlink and potentially LEO moving at speed. Execution has not been Vodafone strength historically. Perhaps that's why... Their long term is by no means secure for an investor.

Just 2 cents...

This will change but RELX owns data that will be needed so there is a deal to be made here soooon

One example and banks are starting to use this now so it will help in Legal too

https://aws.amazon.com/blogs/machine-learning/how-automated-reasoning-checks-in-amazon-bedrock-transform-generative-ai-compliance/

Seems the PE folks have a taste for ice cream right now. (Magnum)

Let's see what the weekend brings by Monday. have a good one

Looking good!