Member Info for Sparz

The markets used this global event to shift cash elsewhere plus the manipulation that is the private credit markets destroying value elsewhere as funds shift back and forth.

Certainly eye opening. Critical to have our diversified portfolios more than ever thank goodness.

Let's hope so..

Can't say I can believe anything he says...

Markets will still do their thing... Crazy how fickle they are too

Seems a good entry point. How much more of those 50m buybacks left? At this price I thought they mentioned up to 100m..?

Bought a few at 316

Great move

Incredible to hear those comments from Qatar just now.. If that's true renewables come into play for sure.

However this weekend feels like a key point.

For all our sakes not sure we want it over $100 at all..

Hard to make sense of it all

It's incredible the comments from Qatar on oil potentially reaching $150

At those levels surely renewables become insanely attractive....

It's hard to make sense of it all but feels like this weekend is a key point now.

I'm in long on ukw and nesf

Results next week. Hard to call given the geopolitical situation right now and if that has a bearing on how they'll announce them and hold back slightly on div or buybacks... Same for MNG.

This whole thing looks far from over.

Yes very sensible and to use a buy back while suppressed too.

Plus staying low with geopolitics should support healthy buyback of that lasts..

True. This is holding strong on strong fundamentals and having been well oversold before the geopolitical events. Still depends how the rest of this week goes

With US controlling much of Venezuela oil but not yet at high production levels and it potentially controls the Hormuz with what's coming and Iran oil, it's not clear to me what role BP plays at all. At best of gives the US huge leverage against China.

Over £5 means BP would have a role to play or if they can bring Brazil online any time soon which is not that soon.. Aside from persistent high oil price of course..

I know. It's just a scenario but....

Yes agree.. They should be doubling down on buyback if they're not giving a special this year for investors

Is it me or are these +20% bounces becoming more predictable all over the place..

Nice time to be in cash too for those

Yes. TW is not a premium housebuilder using higher end spec and tools unfortunately. They're in the lower mid market with mass produced homes..

Other builders do use those better specs

Great entry. It's definitely well moated and resilient. The ceo felt very bullish..

Definitely moving up with their 7yr subscription deals in place..

Let's hope everyone's down the pub on Friday night asking for s Guinness

Tiktok Guinness campaign needed to boost sales

How do you drink yours? 😝

First one to 100million views wins a lifetime supply please Dave

Curious as the DLG integration was ahead of plan before. Expecting div closer to 25/26p plus a huge buy back I guess.. Depends how solvency lands.

Aviva should see improvement from using AI more too and well positioned for additional opportunities for Expansion into new areas too. (AI, cyber risk insurance etc... Perhaps..)

Any good data on sage copilot adoption?

Expect to see this moving up with that plus the alignment with upcoming hmrc changes for small businesses

Software definitely not dead. That was the bankers who don't understand platforms and software stacks.

Good use the bounce though to average down further.good day again

WPP is vulnerable but has the assets and brand to come through if they execute to perfection...

REL and LSEG have a decent moat from AI.

WPP need to act fast. Their Adobe thing helps them both but now have to back this up with deals and adoption.

Tempted to buy but will wait for positive momentum first