Member Info for Taverham

STP, the simple truth is people in this country are feeling down trodden and ignored by the politicians and are desperate for change. So they voted to leap out of the Tory frying pan and into the Labour Fire.

They will certainly be wanting more change at the next election hence reform will be elected and the greens will take a lot of the labour vote imv.

Blanch, we did see David Lammy on Mastermind - it was comedy gold.

Who suceeded Henry the eighth?

Lammy - Henry the seventh! and so it went on.

enjoy.https://www.youtube.com/watch?v=DsR4Nx-ELgc

Carrot and Steve, tomorrow at 7 am when the trading update is released I anticipate your courage will be rewarded - if there was any doubt about the value here , comments on the positive effect of the fall in the value of GBP will no doubt help imho.

Time to invest in Ashtead [AHT] , trading as Sunbelt Rentals who will no doubt make a decent income from the reconstruction as they do after hurricane damage.

Given they also report in USD the fall of GBP will help the numbers and sp.

DYOR.

But do they have people dying on trolleys in A andE after waiting days for a bed ?

The one part of this the government will implement is spending the cash , 'investing in' consultants to advise , data centres and power connections to increase our carbon footprint and launch events.

The important return on the 'investments' will not be secured as the Unions will resist every restructure and business change , like they have in the rail industry .

More borrowing on its way - hence gilts continue to climb on the announcement.

Finley, fully agree with your Ai points - further - shopping is about 'experience' and human interaction for most people , unless it is a commodity.

Listening to IG TV on you tube just now and the view seems to be Gilts will keep rising until the government does something meaning ful like replace Reeves. The market just does not like what labour has done and has effectively lost confidence in their plans.

The best news within the rns is recurring revenue which ultimately will allow the company to attract a decent p/e;

MediaZest continues to increase the number of longer-term recurring revenue contracts, with a recurring annual run rate at 30 September 2024 of c. £900,000, compared to c. £700,000 at 30 September 2023. This continues to grow and is expected to further increase during 2025. It is also pleasing to see the level of European business increase after the Company’s Dutch office was established at the end of 2022.

The bigger point for me is that the directors who have committed yet more of their own money to the company are best placed to understand if/when a favourable deal can be reached. They must be confident to say the least.

Great RNS but no reaction as yet - will it come later?

Gareth, I will lose unless the sp reaches 38P - possible but unlikely!

Totally agree, the sp has only got to reach £1.68 and I will brake even!

Gunsup, the water courses run at much shallower depths than the oil bearing rocks - not a problem in uk.

Just had a thought - the Oxfam headquarters [ a palace almost] is practically next door - does anyone think our illustrious leader will knock on their door?

You guys are very brave - I am only in for one or two percent of my portfolio here as I fear Russia could completely destroy the business. However the recnt drop is likely because Trump's team have said in the last couple of days that ending the war may take 6 months ! Once it does end I think the sp will double. Good luck.

Fat, weight loss drugs will certainly reduce some people's appetites but are those people greggs customers and how many people will be taking them? I should have thought the impact would be tiny .

Gilt yields up again today. Lets hope she stays in China .

Gilts up again today - 2 year 4.563%. Mortgage costs and borrowing costs will all be rising soon.

14.4% of our electricty is being imported through interconnectors today , with France being the biggest contributor today.

So that will make us poorer - nothing like sending consumers money abroad!