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JG, its the banks and miners holding the index down bc of china woes. However the rest of UK looks terribly underated . Yesterday I bought some lloy bc they will be returning 14.5% in divis and buy backs this year. Their sp should be double , like here and numerous other companies.
What are the real risks here? Safe jrisdiction and certain demand - is it mining costs? worries about ev take up? I dont understand why this has not powered ahead - is it the green german lobby dont like mine- would rather have russian gas maybe?
Flogit , it is more like harvesting peas where the farmer is at the far side of the field on his last run with the harvester , wondering if he has gathered enough to meet his contract with birds eye pay off his loans to stop the bank reposessing the farm.
Compared to US companies it is cheap - gambling growth in us is something like 30% atm.
Compared to US companies it is cheap - gambling growth in us is something like 30% atm.
The valuation is bonkers because there are several big companies aiming to develop competitor chips and once they lose their 90% mark up the sp will crash. Am thinking of shorting this.
Returning 14% on buy backs and divis but no rise in sp ffs? Has Sir KS got something nasty planned? Makes no sense to me especially when looking at the stratospheric valuations given to american tech. That bubble has to burst soon imv.
Frac, the bigger problem is duplicating the electrocty network that took 100 years to build in the first place - we cant afford it, the materials are not available and neither is the workforce. It is all going to run into the buffers - even Professor Dieter Helm thinks that!
TheD, the shares you are looking to exit will rise as interest rates are cut- so it might be time to buy more now on a 6 month view? Each to their own of course but lock in high yields would be my play.
Quick dip - you are probably right - however given I paid around £2.30 for my earlier stakes - I have averaged down. In any event I believe it is a good company with a decent strategy so should deliver over a couple of years as standalone imv.
Nutmeg, do you get the minimumwage for continually trawling the internet to find negative stories for EZJ?
In any event please accept my thanks as I feel you are doing me a favour as I am confident nothing negative is lurking as you would have rooted it out. With an early warning from yourself I feel confident I can sell up at a profit before the market turns negative - which does seem unlikely this year.