The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
DHL Global Trade Barometer predicts air trade contraction (June 27, 2019)
The U.K. is an exception to this forecast, with a projected six-point increase in air trade growth. The prediction fits with recent results from a survey run by Royal Mail, the country’s postal service, that suggests e-commerce traffic from the country will increase in the near-term. Over the coming summer months, 39% of SME retailers in the U.K. expect to see an increase in overseas sales, and 66% expect an increase in sales overall.
https://aircargoworld.com/allposts/dhl-global-trade-barometer-predicts-air-trade-contraction/
As a supplement to yesterday's article:
https://tamebay.com/2019/07/meet-the-product-royal-mail-tracked-china-service.html
JBTHISTLE, thanks for the finding, the name of the fund: LF Odey Absolute Return (LF Odey Absolute Return Sterling I Acc)
Access to the fund's holdings is for the registered customers only: https://www.odey.com/our-funds.aspx
Some other sites give only the largest holdings, instance: https://www.sharesmagazine.co.uk/funds/fund/FBB2/holdings
I have nothing more, unfortunately.
Redceo, I have no explanation but here it is:
Odey Asset Management LLP 7,305,000 New Jun 30, 2019
Kontiki, the site shows RMG ownership data @ 30/06 - OAM got 7.3M shares and that was a 'surprise' to me as well.
Another site (link below - courtesy of JBThistle) publish data with some delay but consistent (with some exceptions) with 'Morning star'.
I have no explanation apart from the general one - the settlements are still ongoing...
https://www.barrons.com/quote/stock/uk/xlon/rmg
https://www.barrons.com/quote/stock/uk/xlon/rmg
Major shareholders IN/OUT - you may check out yourself newly published data @ 30/06 at:
https://www.morningstar.com/stocks/PINX/ROYMF/quote.html
Apart from BRock slowly selling its lot and SWidows acquiring, two (2) news: 1) Odey Asset Management LLP - is the new investor with 7.3M shares; 2) Schrodes sold 5+M shares
We may assume that the settlements are still ongoing
Meet the Product: Royal Mail Tracked China Service (By Chris Dawson July 1, 2019 - 11:00 am)
To assist online sellers, a new Royal Mail Tracked China service has been introduced covering the whole of China with full in country tracking....
Big UK brands like Waitrose and Tiptree are already benefitting from Royal Mail’s Tmall store and ecommerce solutions. Tmall is the most popular marketplace, with 78% of online shoppers saying they have made purchases there. UK retailers can take advantage of these marketplaces as an effective way to get products in front of millions of Chinese consumers without facing the challenges of cultural differences, translation or set-up costs.
https://tamebay.com/2019/07/meet-the-product-royal-mail-tracked-china-service.html
Redceo, you are correct Citigroup downgrade was published on FT 25/06 (again no trace of the genuine statement/note).
As for DB 'broker note' 28/06 the curious thing is - it is the second downgrade in three (3) week. I decided to trace the source because it is evident that the shorts will produce them on a daily basis in the nearest future. But found only DB note with recent dates on fake sites (some already with anti-viruses warnings).
Conspiracy theory II: and surprise-surprise how good is the feeling from those fake sites to Hargreaves Lansdown
And Deutsche Bank has a good feeling either!
Conspiracy theory: Can't find the genuine statement from Deutsche Bank which led Hargreaves Lansdown to publish 'broker note' today.
The only 'sources' of that are half of the dozen fake site which the shorts use for RMG negative articles' proliferation.
https://wagnerbusinessreview.com
https://rocklandregister.com
https://mayfieldrecorder.com
https://rivertonroll.com
https://sundanceherald.com
https://glenrockgazette.com
https://slatersentinel.com
https://sundanceherald.com
JBTHISTLE, take this opportunity to apologize for my 'mistaken identity' comment(s) to you.
StevieQ - two (2) processes are running in parallel - (1) large (millions of shares) shareholders IN/OUT - the process is not yet complete, therefore, SP swings (and will until after they settle) ; (2) shorting - a nice supplement to engaged frontmen AKA shorts (maybe the payment for the fronting of process 1). IMHO
To check out the changes in shareholders there are two links below:
https://www.morningstar.com/stocks/PINX/ROYMF/quote.html
https://www.barrons.com/quote/stock/uk/xlon/rmg
Investment is good, in fact, excellent for any company to improve the position at the market.
Rico made a very rational decision: in order to invest in productivity - reasonably balanced the future dividend.
What is your problem with that?
Why don't they really introduce something new?
Always the same cycle: RMG not good enough - next PM Freddy Kreueger - nationalisation - RMG - PM - nausea
Would you change the tune? You are paid well - be creative for Pete sake
Scampthedog, you are truly the brightest mind on the planet!
What would you recommend to cure nausea?
FedEx -Amazon 07/06. I found the article interesting but not post because relates to the US. Perhaps of interest, if two companies mentioned:
FedEx Express cuts ties with Amazon for U.S. domestic deliveries
https://eu.commercialappeal.com/story/money/industries/logistics/2019/06/07/fedex-amazon-cut-ties-u-s-domestic-deliveries/1383075001/
Falkland,
How did you do that - the block of posts just erased?
Although you disagreements with JBTHISTLE brings me closer to apologizing to him in person.
JBTHISTLE, Barron's - very useful link, appreciated (and 'mea culpa's joke was funny. )
I just wanted to post "je suis Falkland" but related posts were sucked into a parallel Universe.
That will vouch for another possible reason: Falkland is a fallen angel?
Someone who always harbour evil but permanently does the good
Keep up Falkland - if you out then we, poor Cambodians, next in the queue (dot dot dot)
nuri123a, I respect Falkland and said that he is 'trustworthy' and to my recollection, you called him 'liar'.
As for 'crabs', maybe it slips from your attention he said 'dead SP' (quote: injecting life in a dead sp) and I tried to turn the thing in 'joke' perspective since I am from ones who 'injecting life'
Redceo,
I try to keep a conversation going with Falkland but was unsuccessful in doing so and with the joke.
Falkland,
Helpful and harmless only one, of course.
I agree with you - sometimes people unnecessary wailing as having crabs in facial hairs.