Member Info for unvrkw

The market is seeing some bumper numbers coming through so i think we are certainly going higher. i think we are going to see some record numbers, copper and natural gas going higher and when i start telling everyone to sell in three months time youll be laughing and saying "no way" until in drops off the cliff.

the interest rate lag certainly hasnt hit home as yet, the interest rate rise and benefits is still have an effect to some businesses, especially banks

Lowest level strategic reserves, we are about to see an increasing gas and oil price into the winter period

And might become quite recession proof as contracts get signed and utilities, gov continues to spend. inflation in its favour, more workforce to choose from and resilience, min debt position as there maybe others to buy?

i’d expect no divi as recession coming but consolidation to continue and good progress

Very good numbers, this is now worthy of a few extra pence on the sp

Its all macro decision making. inflation down, rates not up and markets like that. we will now see an equity rally, something special i believe until the actual interest rate rise impacts are evident and recession comes. so up and then a very big down a few months from now.

This is a positive position as all the tenders go out from the water industry to support the next amp process 25-30. expect costain to win some of the billions to be invested. i also expect with every deal now assurance of margin and profit, they’ve been biten so not to happen again.

US SHALE OIL OUTPUT SET TO FALL IN AUG. FOR THE FIRST TIME SINCE DEC. 2022 - EIA

US shale = ~90% of global oil production growth over the past decade.

Bond markets remain unprepared for the possibility that oil supplies could fall faster than oil demand.

Assume so based on temps in america that air cons must be working overtime to keep the heat away.

I’ve had the share along time, it’s the recovery aspect of the whole thing. maybe year or two we will see something. gla

I had mine in sipp and isa. the isa ones have been moved out as now don't qualify and in standard account. sipp ones are still where they started from, in the sipp.

these are now simply there to facilitate a divi payment if they win the court case, not the end of the world if we get a god slice of money. how much do we think? went for 160 million euros, negotiated out of court, will be far lower id think, lucky to get more than 30 milion

Yesterday without me realising my last divi got auto reinvested. wax at 87 so i’ll take that, i’ll sell some at different levels but a core holding that takes the divi through the year.

I didn’t say they shouldn’t try, want to get it higher but i’m the end we invest, we understand the risk profile of benefit against loss and as a director of a company their responsibility is on making to run well and not just doing whatever is possible to

satisfy an sp. min timeframe of an investment? three years? or are we trading?

Why does dec need to address its sp all the time and have it better than people bought it at on here all the time? dec can’t control the overall market conditions all the time nor tells investors you’ll all make capital gains within a month. the business is set up to yield well over many years, so much it seems for a longer term investment approach anymore. how many years has buffet owned coke cola?

Where’s it gone, in essence made nothing which doesn’t ring true to statements.

The oh no was more to the grp on here who spent last week saying whilst a buy back has been declared it was rubbish and the company aren’t doing it, then they have

personally i’d let them keep the money and invest as assets become available at attractive numbers when recession comes. if a 14% yield which i have tax free can be maintained then i can sit out a year or two of little capital increase, where else would you put your money?

Oh no they’ve bought some more

It’s clear ironically oil and gas are going higher because many are actually trying to get rid of it.

two or three years from now oil easily over $150 and gas following. US has plenty for itself, we are going to see far more nuclear alongside.

I think buying most shares in 2023 and expecting capital growth was pretty risky. i leveraged the risk by buying a share that whilst capital growth could be poor it would hopefully churn out at least 10% a year.

10% over two years and then let’s see where the world is

On shoring especially micro chips is the thing. huge amount in the recent inflation act and with china challenges US has twigged eventually off shoring isn’t the way or certainly through china.

uk needs to do the same, the debt is so high now we can’t pay it down unless we do something different, irony now they need billions in on shoring, production, productivity and bring manufacturing back. only by actually, physically generating the wealth will the uk succeed, financial services doesn’t look after many.

us has oil and gas, we need to follow sweden go huge in nuclear as soon as possible, save oil and gas for making things. i’d double the army just in case!

98% devaluation of all western currencies since early 1970s, don’t stand a chance unless we really change but politics gets in the way

I just don’t know how we could critise any figures at the min. 27 employees lost left lives! i think their doing a great job