The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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
Largest Shale Gas Growth Field Collapse Of Drilling Rigs
Shame it is difficult to make money at $2 Natgas.
Haynesville accounted for 52% of total U.S. Shale Gas Growth since Dec 2019.
Some of Haynesville Shale Gas Wells are declining like Shale Oil Wells 60-70% per year.
I've read worked hours on jet engines is down because less use of them. this is a hell of a company and share i certainly think next ten years. nuclear elec, nuclear MOD, MOD work and much more. i fear it will drop further over these next few months like most due to recessions but will end the decade far higher!!
I think all commodities are ultimately going higher irrespective of recession and demand control. the supply of all is pretty poor and demand is expected to shoot again irrespective in many cases whether interest rates are high or not.
i.e. whether we like it or not. gas prices might be down but that's not supply that's some demand loss and good weather. people need gas, price will go back up unless weather continues to be favorable for a long long time. we are going to see gas, copper, etc etc go up more and more
Divi due today i think and next one already confirmed at the same $s. likewise i get a good, tax free sum and happy to see hopefully this continue through what is seen as a rougher time for gas before it goes sky high
I’m not buying anything. apart from some fomo based bull runs it’s clear the economies and markets see poor times ahead. this certainly isn’t a dec equity loss only, the market deserves nothing and cash is king!
dec need cash to ride out 18 mths. all businesses do and many will clearly go pop.
Really like this share long term. i don’t invest in high value, over priced tech. if these guys choose right it covers my portfolio base in tech which otherwise i leave and hit commodities. really glad they take a prudent approach
Great business, macro tells me this isn't the time to invest but that's across the board for me, one day i will buy a lot of these shares as a long term investment, i like the portfolio of work, watching
The capital funding market is absolutely huge going forward and the biggest risk is the experience and labour to do it. plus can the gov, regulators push all the costs upon customer as we are as a country in so much debt. billion in water, nuclear, power generation coming
i've been in costain along time. i bought some more two weeks ago at 53 p as at some point the vol business will transfer into cash because they seek out higher margin, guaranteed business.
the few cases implying a loss on the order book are minimal, i think they are re-aligning and its a positive, overall picture
Well that was my theory. knowing the market was no doubt going to turn to harder times but wanting to still invest a % i went for the higher, longer term divi stocks so i continue to pick up more than inflation across my portfolio rather than being in a bank and i'll take the capital loss for now. next divi announced, same amount
The market is broken, the economy far worse and starting to edge towards free fall