Member Info for Supercharger

Hi Razor -thanks for your posts -That last post you mention does give a comfort factor and it is good to see the Company Management making an effort as we all want them to do well, particularly after so many other miners have been stolen off the ftse. We need them to do well to give the London market a balance and presence, particularly and especially at the moment.

I came in here last week and can see most have this covered. Any association with the success Ocado is having is fine by me and what with Christmas coming I see increased sales and as we now enter a lockdown increased food sales in any case. The quality of the food we all feel at home is a level above the rest. I can see at long last M&S might have hit this one on the button.

I said buy when it was the time to buy/ and sell when it was the time to sell. My posts have actually been very reliable on share price. Today we have big falls and regrettably are likely to continue for good valid reasons mention by many on here. For this market one needs to be an active investor and any rating can change by the day. My rating is currently sell after a day or two heavy falls and I said the other day until we hit 30p I will not be buying. Last lockdown we hit 22p.
The very side of the business that has been earning has been diluted and any JV will take time to get any momentum from sales whilst suffering high set up costs -shame. Bigger is not always better is what the market is saying today.

it is very strange that Whitbread are now rising and yet Marstons are down 8.50%? I suppose this might be the fear that as Marstons have said they are merging their brewer together there will be a loss in production and the analysts have seen a negative side to the new Company which is a shame. Especially where so many in here have said this will be a massive company. I suppose they may feel it can take some time to build momentum and get going and larger is not always for the better. Maybe in time after lockdown this share will recover and this will the company some time with less pubs to manage if they are closed?

We should now start to respond to the USA elections - two days to go and Silver already just breached over Usd24oz. Good news chaps for a Silver miner, however they also now have interest in Gold and other metals such as rare earths. The Gold price is also rising fast now at USD1891 and moving up towards USD1900oz - I suspect it will be back to the heady USD2000oz closer to the election, or on election days itself we may even be higher to new records.

We need to stick to the basics - this Company has no debt - hundreds of millions in the bank for divis, and Tremendous upside potential once the small section of the mine ground movement has been sorted (most likely water is the cause and the pumps are working as we speak). The USA Elections in the short term will continue to increase the value of Gold this Company has and as many have said the Gold is not going away. Indeed I love watching Australian Gold Hunters and whenever there is a water course mentioned the miners love it as quite often large nuggets are found with some worth Hundreds of thousands of USD - so more upside here particularly short term in the next 3 months than down, and a Company here still paying divis with no loans or debt - Where else could one invest in such a stable (with upturn potential) in a whole world in turmoil from a pandemic where others are getting further an further in debt.

The market has proven to be very resilient at the moment 3 days before lockdown. I feel the chances of a Brexit deal is helping hold up the ftse, but as 2Rein said we might take a hit in London if the USA elections are at an impasse.
To be honest most of my shares are all up. Kingfisher, Tesco, M&S, plus Dominoes later (will benefit from the lockdown, Centamin and Hoc ) the precious metals miners will benefit from the uncertainty over here and the other side of the pond, in fact the only share to fall big time is unfortunately Marston's on no doubt pub closures, and possibly less Brewer output as the Company attempts to merger with Carlsberg which appears now to be at the wrong time (just before Christmas and during a lockdown when main production and full value of 100% to the Company would have been beneficial as it was before). Good luck for those grinning and bearing it but we may be down for a while yet I am afraid.

I actually agree with you on this one a very good longer termer but likely to get hit first due to Boris lockdown the same with a large number of other shares. You have been busy haven't you.

Could keep going overnight into the morning and be a good week with USA elections and Fed meet coming up.

Not just the hospitality sector but also travel, airlines, airport owners, transport companies.
However some may go up? i.e. Takeaways, Home diy and hobby comps. I understand sterling is falling already but bloomberg report the EU Fisheries gap is being brideed to try and conclude a deal which might help GBP, and what with the USA Elections coming next week it should be interesting, I have a feeling my precious metals miners might do well? But everything uncertain at the moment.

Something is very odd here? i.e. Marstons to have 40% - but are putting in 61% of the labour force? Are the other Marstons old breweries to close? i.e. The article mentions the new brewing company which will take in Banks's and the other Marston's breweries around the UK including Marston's Brewery in Burton upon Trent, Jennings, Ringwood and Wychwood? If there is a transition and the breweries are closing that seems to create a hole that needs to be filled at the time they need distribution out for the "off sales?" Perhaps as the landscape has changed they will have to reconsider delaying the inhouse merger process until after lockdown?

I see Mr Grove was talking about the R number this morning I do not not think he means his Yamaha no. 46 when he says the lockdown might have to be extended. I have a feeling the only way out of this is a vaccine that is found to be reliable. So it is not going to be fixed over night. We might even need a jab every year like the flu as even those who have antibodies do not have them for long. I can see a nice quiet Christmas coming on in the stable with the Shire Horse. Take care one and all. Time to keep a sense of humour when all else fails.

Yes Hi Crock - good to see you on here too. Yes I did notice that on CEY but will have to grin and bear that one and hope it rights itself in time. All it needs is an announcement the earth moved due to the underground water and the pumps have done their job and it might be off again - who knows. Not sure what you feel about the lockdown? Not sure if it will affect us or not here I suppose it depends whether the market falls and sees us here as safety but suppose sterling might fall and then we will rise on dollar earnings. However I wonder if the Uk medical team or Boris have shares in dignity? Maybe we should have a sideways bet on their shares too? We lost my mother in law recently and I can tell you the cost of funerals is about 50% up on what it used to be I am sure.

Hi Chaps yes I agree Pars & adysm likely to fall fast and then come back later during the month lockdown but a great opportunity here perhaps for later after the falls?

Also agree with you 2reincarnated -this could end up very Rocky, well Rocky 1/11/111 they way the virus keeps coming back.
Moley you are right I have been buying the sensible ones until a vaccine comes along but have in mind Stobart, IAG (British Airways) and the best Jet engine servicing and most reliable engine manufacturers in the World - RR. All bargains already and likely to make a lot of dosh later. GLA.

I wonder if the BOD knew about the Govt proposals before the JV was signed as they have already signed away 60% of the brewing (the main lockdown money earner and now can only rely on 40% to sell later?) The JV will not be able to function for sometime yet with any additions from Carlsberg? I mean the Shire Horses most likely cannot even speak Danish, erh ons dos tres? Thinking about it I do not think the market sentiment is going to like this at all. I still feel we will be in the 30ps my reentry point this time GLA.

PitterP - I am afraid Isa's do not really work for me as they are limited on an annual allowance and are less flexible than I would like. I enjoy moving money around for far better returns than what Fund Managers or Personal Isa's can provide for me as once a withdrawal is made the money cannot be replaced.
I suppose when I become a little bit less active and move towards having a quieter life it might be an idea if they are still around. It would have to be a stocks/shares Isa as you say as there is no interest on cash about and I would dare to suggest we might have negative interest rates in the Uk the way things are going soon. Perhaps one suggestion in the middle of the Boris Lockdown 11 (sounds like the Rocky movies) is a small comps tracker on the whole index?

adysm -what is your opinion you do not say? Do you feel it will be the same form as before? or with less income from the JV with only 40% income and where it may take time to get the Shire horses fed it might be worse to get them back on the road? I hope someone tells the Horses that they are not in Denmark and the Horses should be on the left hand side in the Uk? it might be worth avoiding Burton on Trent until they become acquainted.
I had a quick look at the Marstons chart and on 17th March Marstons were 22p? Do you feel they will rise up from 48.30p? I am interested in your opinion? I seemed to remember most others were saying 80p after the JV when with my conservative 73p I was mocked. I will say on Monday we will be 38.40p to get the guestimate/ ball rolling?

Lockdown from next Thursday Pubs to close. Time to buy on the dip chaps but for the time being until the dip strong sell. I just hope my other shares hold up. A lot going on next week what with the USA elections as well. I hope my Gold/Silver miners hold out too they should do with a falling pound and then I might come back in here later depending on how much those in favour of the JV hold out, but if we go back down to the 30P range I will come back in and sell some of my Dollar earning shares. Good luck whatever your persuasion but I have said for sometime be careful.

Pitter P - everything is a balance i.e. You can take your 24% profit and invest that into other shares (which is then free cash) so that you take take on more risk? Or invest it in other shares. i.e. I took my Marstons profit and reinvested in the Banks, i.e. Nat West, Lloyds, my wifes holds Barclays, the first two have already increased by another 10%, so the 24%'s plus 10%'s compound all start to add up. I do go for growth rather than income as when I get paid dividends I am afraid my wife and I will pay a higher rate of tax on them, so for us it does not pay always to have a divi. I would rather sell before the divi is released and take the profit on the share rise up until the ex-divi date. My M&S, Dominoes and Kingfisher have all done well with the first lock down and will continue to do well with the second. So we all have to make choices and I am glad yours are working for you. Mine over the past 10 years have simply made life more comfortable, as even when I worked at Lloyds my father in law left us some land which I developed to build 5 houses. So this is just a hobby being honest with you, as I always have a lot going on and currently also care for my elderly father.

Pitter-P I do not set my sights so high as you and you have done very well if you always look to 100% profit - I don't as I have said and am happy with a far lower percentage, a profit is a profit.
After my post last night and the news this morning of lockdown considerations it looks like I will be coming in here sooner rather than later - maybe even next week. I am not a greedy man. Like you I sold my mining shares at the start of the first lockdown and did very well there and hope to do the same again having spread some risk into there. The lockdown to me means time to get active. Good luck Pitter P you have a more perceptive thought process than many on here. However for the Miners shame we lost ACA, but still have HOC and CEY which could be a good place next week with the USA elections and all. Otherwise if you can wait I feel longer termers will be the shares I have already mentioned in my opinion as one should never put all of their eggs in one basket, or in Fairtrader, Barchild and Cramer v Cramer's case over the fire this weekend. Next thing they will be saying I have a contact in Downing St.... Ha.ha and it will not be the Cat? For my early morning post timings on the net, anyone with a Tesla will know it always pays to recharge on economy 7, when my fleet of Milk Floats are out delivering - hahaha - Good weekend ooharrrr.

Investingnewb - You are quite correct Boris is considering another lockdown, and we will see how the market reacts if he does next week. The group on here really do not listen up to them. I will put this on my list of lockdown buys with IAG, Easyjet, Rolls-R, Tui, Stobart, and finally after some re-adjustment Mars. I am already in for lockdown those that have shown they do well i.e. Kingfisher, Dominoes, M&S (as Ocado too expensive) and unlike Fairtrader who shops at Asda I preferred Tesco and Morrisons - good luck "active investors" now is your time.