Member Info for steviewonder77

We have a further update at the end of July, if thats positive, we should rerate to £4. More is coming in then is going out and i expect that to continue. What we need is inflation to drop and a cut in interest rates,

Tam/im holding 195K shares at an average of 365p. Im hopeful for tomorrow but i suspect this will take another few years to recover.

The whole market is down today. We have our final results tomorrow. Its all down to outflows.

Almost all tech is down today. this has been falling due to the software sector is under pressure due to AI. This will probably not recover for another few years until the market works out that AI will not have a negative effect on earnings,

It looks like Tim nice but dim will appoint Wes Streeting as Chancellor. The deals where done over the weekend, Streeting is not running, so its a "shoo in". So its more tax and more public spending.

GM/agree, its now a waiting game, investing is all about patience. Once inflation is brought under control, sentiment will change, interest rates will fall and we will make money.

Just the opposite the markets are pricing in an interest rate rise. Warsh has held the rate but hes hawkish on rates going forward.

Sg09/ this sector is all about inflation and interest rates, while they stay higher for longer, this will go nowhere. On the plus side its undervalued and the dividend is good, so we are being paid to wait

Dec 14th? you havnt said the year!!

Even pull backs!!

Pall backs are healthy. The companies PCT are invested in will be major players for many years to come.

Only if Neptune aligns with Mars!!

Dim/ no nothing to do with it,,it was risk off with the software stocks, ,Experian down over 3%, Sage down over 4%, Relx down 3%

Ive been doing this for 50 years my strategy hasnt changed. You buy quality companies at the right price and let them compound. SP movements are just noise, The value of any business is the sum of future cash flows, discounted back to today(intrinsic value).

It is ,what it is. It doesnt bother me, i just use it as a buying opportunity. AI will need our data but will AI affect our earnings going forward. I expect AI will benefit us, if im wrong ,i will lose, end of.

What is crazy?

The jury is out on this and probably will not come in for a few years, when the market realises AI is not affecting earnings.

Forget about the bowl. What really matters is the final results on the 24 June

They are probably coming in for the dividend

Executioner/ i have exposure to AI and Quantum through a fund. My dog knows more about Quantum then i do. I wouldnt buy individual stocks.