Member Info for Svend

Nettles Pressure? Please, I thrive on market chaos—it's like coffee for my portfolio. But thanks for the unsolicited self-help tip; I'll pencil in some 'me time' right after the Dow decides if it's playing dead or prepping for a Rocky-style comeback!

Dougal for the sake of good order I am waiting for your short scorecard numbers, please!

Fair enough Dougal, eggs are eggs, and bears will be bears. Just don’t scramble your strategy if the market pulls a sunny-side-up surprise tomorrow. Good luck cracking it, and may the profits hatch in your favour!

NB Turnaround Thursday Comes To Mind but let me know your selling prices i am buying the SP @ 5862.92 let us see how the year closes out shall we Game on Sir!

Dougal Blind? Nah, just rocking my rose-coloured glasses to match the red on Wall Street! Short away if you’ve got the nerves of a Vegas gambler, but remember: even broken markets can bounce higher than expectations—just like my optimism after the last bear market!

To calculate the new combined estimate of the remaining 12 analysts, we first find the total combined estimate of the original 13 analysts, then subtract the removed analyst's estimate, and finally divide the adjusted total by 12.

Original combined estimate:

Total estimate for 13 analysts

=

13

×

609.50

=

7923.50

Total estimate for 13 analysts=13×609.50=7923.50

Remove the lowest estimate (240):

Adjusted total estimate

=

7923.50

−

240

=

7683.50

Adjusted total estimate=7923.50−240=7683.50

New combined estimate for the remaining 12 analysts:

The average for 12 analysts

=

7683.50

12

=

640.29

Average for 12 analysts=

12

7683.50

​

=640.29

The new combined estimate of the remaining 12 analysts is 640.29.

The consensus SP target has been lifted to 609.50 based on a combined analysis covering the company Maybe Powell will make it fly after hours here hoping 🚀😉

Please ignore the wrong board 😜

The consensus SP target has been lifted to 609.50 based on a combined analysis covering the company Maybe Powell will make it fly after hours here hoping 🚀😉

The SP is now heading towards the 600 mark, knocking on entering the 590s while gaining altitude above the clouds. Meanwhile, the daily upper Keltner Channel is incoming 594.76 while residing inside the Bollinger Bands. A potential breakout above 605.94 is the favoured short-hall destination.

Hi Peakdread, Yes they are the only selling house on the street a bunch of potato heads.

The consensus price target has been lifted to 605.09 based on combined analysts covering the stock 🚀🙌

Badland, the market's current situation is a double-edged sword:

Good in the short term:

Large-cap tech (the Magnificent Seven) continues to drive indices higher, attracting capital and sustaining bullish momentum. This can fuel further gains as long as investor confidence remains intact.

Bad in the long term:

The narrow breadth—where only a handful of stocks are pushing the market higher—signals underlying weakness. If these few tech leaders falter, the broader market could face a sharp pullback due to the lack of widespread participation.

Summary:

Short-term: Positive momentum can persist, especially with bullish seasonality in December.

Long-term: The market's reliance on a small group of stocks increases vulnerability. If economic data disappoints or sentiment shifts, the market may be at risk of a correction.

Verdict: Good for now, but caution is warranted. Keep an eye on tech leaders, market breadth, and upcoming economic data. A sell-off in US markets and the potential collapse of the German government leads to a lower start for equity markets on Tuesday.

The commanding theme remains the 2024 rally in large-cap tech, especially the Magnificent Seven, echoing 2023. The NASDAQ surged 1.5% yesterday, signalling relentless capital flow into tech leaders despite looming headwinds.

This rally's narrow breadth stands out: while indices climb, declining stocks outnumber advancers. The mega-cap tech titans alone power the market, masking an underlying divergence in broader market health.

Investors appear unshaken by looming economic hurdles. Key economic data—housing metrics and industrial production—lie ahead, offering clues to the economy's strength. Yet sentiment remains unfazed, favouring entrenched tech leaders.

With the FOMC meeting approaching, momentum holds firm, but short-term technical signals flash warnings. Market breadth narrows, exposing fragile undercurrents beneath the indices' strength.

This paradox is striking: headline numbers exude strength, yet the rally's foundation grows increasingly concentrated. The disconnect between index performance and market participation raises questions about sustainability, even as the traditionally bullish second half of December looms.

For now, large-cap tech dominates, signalling possible complacency amid broader uncertainties. Absent a clear catalyst for change, this pattern of concentrated gains may persist—despite mounting technical strain beneath the surface.

Captain's Note: A market driven by few titans sails strong, but storms often brew when breadth weakens. Stay vigilant.

You are welcome Moolybap company results will be published on the 27th of February 2025

The consensus price target has been raised to 598.27 based on combined analysts covering the stock

Moolybap While it’s true Santa himself doesn’t steer markets, the term 'Santa rally' isn’t about childhood fantasy—it’s a well-documented phenomenon in financial markets. Historically, the final week of December through the first couple of days in January often see a seasonal uptick in stock prices, driven by year-end tax considerations, holiday optimism, and institutional portfolio adjustments. Dismissing it outright ignores decades of statistical evidence.

While the official confirmation of dividends might be further out, markets often price in expectations ahead of announcements. If the company has a history of rewarding shareholders and there’s anticipation of continued payouts, this can still contribute to positive sentiment, even if the yield isn’t revolutionary. Markets move on anticipation as much as reality, and that’s where the opportunity lies.

Markus99 Aye, remember the price was 289.6 Only 1 year ago now a twofold increase and we sailed downward by 12.64% in November, 74.8 pence only to bounce back up 15.97% some 82.6 pence. Once the price charts a course above 595, brace for a surge in trading volume, spurred by the Santa rally and confirmation of the dividend announcement. If it powers past 600, expect a full-speed turbo breakout ahead! 🚀🙌

Cev Sorry if I have bamboozled you with the deeper intersection of our never-intended conversation.

Cev, Great Thanks! To further expand this, let’s focus on strategies for balancing impartiality with leveraging the golden share’s advantages in the SMR contest context. Here are actionable ideas:

1. Establish Transparent Evaluation Criteria

Action: Clearly define and publish the metrics for evaluating SMR proposals, ensuring decisions are based on quantifiable factors (e.g., safety, cost, scalability, environmental impact).

Benefit: Reinforces impartiality by showing that the winning bid met or exceeded objective standards, reducing concerns about favouritism.

2. Third-Party Oversight

Action: Involve independent experts or regulators to oversee the evaluation process, ensuring fairness while still leveraging the golden share for strategic input.

Benefit: Adds a layer of credibility to the decision-making process, especially when the awarding body has a vested interest.

3. Clear Separation of Roles

Action: Differentiate between the entity’s role as a golden shareholder and its role as a contest arbiter. For instance:

The shareholder function could focus on governance and protecting long-term interests.

The arbiter role could operate independently to evaluate proposals.

Benefit: Avoids the appearance of a conflict of interest by showing the two functions are distinct.

4. Public Justification for Decisions

Action: After awarding the SMR project, provide a detailed explanation of why the chosen company was selected. Highlight specific advantages and how they align with broader goals.

Benefit: Increases transparency, builds trust, and demonstrates that the golden share’s influence did not unduly sway the decision.

5. Post-Award Accountability Mechanisms

Action: Set up regular performance reviews or milestones to ensure the selected company delivers on its promises. Use the golden share to step in only if critical issues arise.

Benefit: Shows that the decision was based on merit and ensures ongoing alignment with strategic objectives.

6. Foster a Competitive Yet Collaborative Environment

Action: Use the contest to encourage competition but offer opportunities for non-selected bidders to collaborate on aspects of the project (e.g., supply chain, research partnerships).

Benefit: Reduces the "winner-takes-all" perception and showcases commitment to broader industry development.

7. Stress the Public Interest Angle

Action: Frame the golden share as a tool for safeguarding national interests, such as energy security or environmental priorities, rather than a mechanism for favouritism.

Benefit: Reframes the golden share’s role as one of responsibility rather than control.

Cev,

The golden share could help with the SMR (Small Modular Reactor) contest, but its effectiveness would depend on how it is structured and used. Here’s how it might influence the process:

Advantages of a Golden Share in the SMR Context:

Strategic Control:

If the entity awarding the SMR contest holds a golden share in a participating company, it could ensure that critical decisions align with broader strategic or national priorities, such as energy security or sustainability.

Influence Over Key Outcomes:

The golden share could allow the controlling party to maintain veto power or significant influence over key operational decisions, ensuring the SMR project remains in alignment with long-term goals.

Protection of National Interests:

By retaining a golden share in an SMR company, the government or awarding entity could safeguard against decisions (e.g., foreign takeovers or misaligned investments) that might undermine public interest.

Potential Issues to Watch:

Conflict of Interest Concerns:

Awarding a contract to a company in which the awarding body holds a golden share may raise questions about impartiality or fairness in the bidding process. This could lead to scrutiny or even legal challenges from competitors.

Reputational Risk:

Even if the decision is justifiable on technical or economic grounds, it might be perceived as favoritism, especially if other competitors feel disadvantaged.

Legal or Regulatory Constraints:

Depending on the jurisdiction, there may be rules against entities holding a golden share influencing contract awards to ensure fair competition.

How It Could Help Specifically:

If the golden share is used strategically, it could:

Facilitate smooth project execution by ensuring alignment between the company's decisions and the awarding body’s objectives.

Ensure continuity in project governance, even if there are changes in the company’s ownership or leadership.

Mitigate risks associated with private-sector priorities clashing with public good (e.g., cost-cutting that impacts safety or timelines).

However, for the golden share to truly help, the decision-making process must be transparent, impartial, and well-documented to address any concerns about fairness. Balancing strategic interests with fairness will be key to leveraging the golden share effectively in the SMR context.