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HL does seem to be showing a higher high that I cant see anywhere else, very strange

Trade high:

1,213.66p

As someone caught in the dot com bubble, AI today looks scarily similar, valuations going to the moon with foundations of sand for many of the upstarts.

I enjoyed some good growth and divi’s from BP for a year and a bit, they dropped for a while and I gradually moved them into RR and Bae both of which have been good growth stocks. There will be a point, it’s anyone’s guess when, they shift into divi stocks. To be fair a 20% growth / divi isn’t a bad place to be once the pots at the required size. For now I’m sticking with the capital growth stocks, come march 2027 with the current political / economic landscape in the UK I’m sticking. After that ….

My target is whatever we reach in march 2027 at this point in time. After that I’ll wait until we have a reform government in 2029 or sooner.

Millipede looking for a job in the states when he gets kicked out.

It’s arrived at HL

Retec - I know this will be contentious but I’ll say it anyway. At the end of the day we as a global country are finished (at this point in time) we were expected to be split into 4 countries and subsumed as part of the European project, Blair’s devolution plan. With that goes removing any ability to build our way out of the mire, Brexit was supposed to do that, but politically it’s still a no no. Unfortunately we now have an anti British (apologist anti colonial) administration (refuse to call it government) who care not a jot about the UK or its people, the last one wasn’t much better in any regard. Sadly they’re all anti nuclear and full of hot air which stymies any company based here and not on the NYSE. Little wonder AZ are considering moving with everything that’s stopping growth here.

Sermon over

Amen

Not seen mine in my HL account yet

Hotplant - Millipede is, as is most of the labour party, anti nuclear. It'll be adopted begrudgingly even if it costs us (RR) the lead.

Happy - I used to live near Bradwell, have walked on the pile there and at others. I have zero problem living near one, I also ate lots of local caught fish from the Colne / blackwater. I disagree in all but nimbies

20% +

Oh and the SMR style reactors have been running for about 60 years, its only the civilian small scale generator elements that are so hugely different. RR know what they're doing and have a great reputation

We need huge amounts of baseload, wind and solar plant are an expensive distraction, but the anti nuclear lobby is still very strong in the UK. What all (most) greens / antinuclear don't understand is the truly colossal amount of constant power our modern digital lives demand, not counting AI for all the daft apps they want to play with, or crypto. That baseload needs to be constant or the good old fashioned diesel / gas generators will need to kick in as the back up battery supplies don't usually last more than an hour or two. Our mobile networks will fail without constant power, again only a couple of hours at best of power and usually no back up gen sets. Our 'leaders' have no clue about the complexity of what they're trying to build, I've been out now for 8 years and it's got way more power hungry in that time. At the time I left we had a 1% headroom in UK generating capacity with NG, today we're importing often over 2-% and we're only just starting.

I thought someone might find this interesting? The actuals against the forecast locked at the end of the month for the following month isn't too bad, went awry due to the orange one, but otherwise not bad. Compared against the long term forecast from June 24, circa 25% high. Yes I'm bored today:)

Date Average £F Guess Actual June 24 Guess £F

31/08/24 506 472.3

01/09/24 501 480.7

30/09/24 554 523.8 614

01/10/24 555 518.8

31/10/24 611 535.4 614

01/11/24 556 548.8

29/11/24 587 558.6 665

02/12/24 553 573

31/12/24 598 568.6 765

01/01/25 627 568.6

31/01/25 583 606 769

03/02/25 555 594.8

28/02/25 588 744 884

03/03/25 768 776.8

31/03/25 830 749 1017

01/04/25 742 779.4

30/04/25 910 754.2 1027

01/05/25 754 767

30/05/25 780 866.2 1053

02/06/25 882 868.8

30/06/25 998 974.2 1211

01/07/25 975 939.6

31/07/25 1071 1072 1393

01/08/25 970 1065

29/08/25 1036 1070 1486

01/09/25 1100 1100

I suspect todays blip in the UK has more than a little to do with the shambolic position of the UK's administration and the mandelson review going on in parliament. Whatever ones thoughts around heir starmer, we have an unstable administration and then we have the unknowns around the trump visit. As you rightly say Svend the stars are well aligned for the voyage ahead and it's certainly been a stunning voyage so far.

At the end of the day on this day (16/09) in 2024 we were at £4.958 today were at £11.36 or thereabouts thats quite the gain, if we climb up, great, if we slip a touch well were still well up. Yes the valuation has gone mad, but we retail investors only tickle this beast, it's the institutional investors driving this pricing for the most part.

12.91 - 30/12/25- no idea why as that almost a 15% upside on cop yesterday

Here’s a roundup of recent stories, proposals, debates, and political reactions in the UK around the idea of “taxing ISAs” or changing the tax-free status / allowances of ISAs (Individual Savings Accounts). This includes what’s been actually proposed, what’s been ruled out, who stands where, and what the implications might be.

What has been proposed, discussed or leaked

1. Reducing the cash ISA allowance

• The Chancellor, Rachel Reeves, has reportedly been considering cutting the amount people can put into cash ISAs each year, potentially down from £20,000 to as low as £4,000. 

• The aim seems to be to encourage people to invest more via stocks & shares ISAs rather than keeping large amounts in low-yield cash, which is more costly in real terms due to inflation. 

2. “British ISA” proposal

• There has been discussion of introducing a new kind of ISA (“British ISA”) or modified version that would focus on investments in UK firms. For example, enable tax-free investing in UK equities/debt to encourage investment into domestic businesses. 

• This could be alongside or in addition to existing ISA types. 

3. Political pressure & “tax on savers” framing

• Opponents of the proposed ISA changes (e.g. SNP, financial institutions, savings bodies) have argued that cutting the cash ISA allowance is effectively a “tax on savers,” particularly hitting people relying on safe savings rather than investment. 

• Warnings that reducing the cash ISA allowance could reduce the funding available to building societies, which use savings deposits (including from ISAs) to fund mortgages etc. 

4. Consultation / Exploration, but no confirmed action yet

• The Chancellor has confirmed that while reform is being explored, as of mid-2025 the annual tax-free ISA allowance has not been reduced from £20,000. 

• There is an ongoing consultation into how the ISA market could be reformed. Changes might target cash ISAs specifically. 

⸻

What has been ruled out / reversed

• In May 2025, after much speculation and pressure, the Chancellor ruled out cutting the £20,000 tax-free ISA allowance—i.e. she said she will not reduce that limit. 

• Despite earlier rumours, the big cut to cash ISA to something like £4,000 was not enacted then.

Any spelling or grammatical errors are care of chatGPT

It feels a bit like most days (UK political chaos aside) that we gain in the morning only for the US most days to suck the life out. Time to add a bit more diversity / balance to my portfolio me thinks

Both the video and HM are impressive, don't you wish we had politicians that intelligent and knowledgeable

The UK was always like a fixed aircraft carrier, we were the home to a significant part of the US commitment to European peace for many years. We have been too much of a lapdog and enabled plausible deniability for US ‘diplomacy’. Did a lot for the local economies near the air bases.