Member Info for Stupmy

Cheery news NF.

I'm suprised my diplomacy post is still there. I had 5 consecutive posts removed after replying to nacho's post about price movement. Very strange.

For 2023 Projects was valued at 2.42 billion, Operations at 2.48 billion, Consulting at 739 million and Investment Services 255 million. So total revenue around 5.9 billion. 2.42/5.9 * 100 gives 41% of the company in 2023 was projects (SP was around 130 for the low and 230 for the high), if all of projects was discounted, then in 2023 the market valued the rest between 76.7 and 135. General markets have increased from there. 60p seems very conservative, although Berenberg does view itself as taking a conservative approach to investing.

Krak, I think it's an internal conflict between democrats and republicans. I think it'll force Trump to negotiate both with Russia and with Ukraine to reassure Putin that the decision will be reversed in January and to try to prevent Zelensky going too far with his 6 week window to cause mayhem in Russia. Trump would have to give assurances of something to Zelensky, in order to try to keep a bit of a lid on this. That might relate to Trump stating he would stop military aid to Ukraine. It's suddenly become very interesting.

I'd imagine we're seeing the start of a month or so of instability after which Trump will pull back on Biden's policy. So Ukraine has 5-6weeks to do it's worst with US missiles after which that window will likely close. This conflict can degenerate a long way in that time. I can only imagine that Trump will be talking diplomacy with Putin immediately to try to keep some sort of lid on things, probably also with Zelensky to negotiate some form of restraint (in exchange for something after he's inaugurated). Let's hope this doesn't degenerate too far.

He's done that consciously as a last gasp policy. Presumably we've now got a month or so of instability before Trump pulls back on Biden's decision. I'd imagine there is already dialogue between Trump and Putin to that effect. Fingers crossed it doesn't escalate too much.

Where are you getting your data on buys vs sells? I'm pretty sure that the only thing that will reliably tell you whether more stock is bought or sold, is the SP. Anything going through the book is unreliable data. Hence, there is so much discussion along the lines of 'I don't understand 5million bought and 2 million sold and the price falls' etc. What you should understand is that the data you are using is not reliable.

POO seems to be responding to the US missile attacks on Russia, seems to have shaken the markets.

Apparently its'the first time. Big escalation. Putin putting nuke option firmly on the table.

If the war moves beyond Russia/Ukraine. What are likely impacts on POO?

Volume remained low yesterday. I'd say there's a reasonable chance that the SP will revisit 50p or lower. Not as convinced as some that this is off to the stars immediately.

Pacman, same thing happened on HBR and YOU. Low volume, big price movements, then back to the baseline.

Good trading James, always nice to take a decent swing then banks some profit. Even better if you get to buy back for a 2nd round! My favourite kind of situation.

Not sure it happens that fast commonsense. Could these funds have a more pragmatic view and if they believe that the dividend will be re-instated within 3 years, they'll keep the stock in their portofolio. That stopping of the divi itself is not an instant sell.

For a second I thought I'd got Collingham's name wrong again! Not sure I understand so probably the answer is 'no'.

Markets awash at the moment with 'great prices'.

We'll see.

I've been buying Collingham, just not that much for the moment. Really think that 235 and 220 are possible (from memory), I'm winding down and not focussed on the detail for the moment.

Here, to add some meat to my view: MM's, Market makers and manipulators

https://www.youtube.com/watch?v=63BoycqDwIA

Hope you're right Collingham. But sometimes, high volume with little change in SP is a red flag. Could indicate large pockets setting a trap, trying to encourage buying from PI's just before they sell into it. I think there is still a risk of further falls.

Thanks Jim, schoolboy error reading that date. Sunday did seem odd.

Anyone know what that is or for how long it's been planned. Just looked at WG financial calenard that's marked in for the 13 Nov (Sunday?) .

Apologies, wrong board.