Member Info for Wayzgoose

No, I believe the airline stocks are getting hit because of the Langya virus. It is spreading in China, my business partner and I have cancelled our trip to China (Shanghai) on advice from our Chinese suppler. It seems it’s far worse than is being currently reported by Chinese authorities.

45 percent of the cost in building a house is the land. persimmons added lots of plots. In fact enough added (to existing) to cover their requirements for the next 5 years . A forward and sensible move. Then they have increased their capacity to make bricks, tiles and frames, again a great move. They may now not have as much money in the bank but with inflation I would rather they used the money to reduce future costs (as they have done). I don’t take to much notice of what analyst forecast. I use my own eyes, listen to the news etc and I recon land prices will go up (inflation) and there is a massive requirement for homes, like the ones Persimmon build. My opinion, dividend will stay the same, people will realise and share price will rise. Good luck to all!

I recon this is about the bottom. I have just added another 525 shares at 1727p. I have 6200 others bought at average 2580p so very very underwater on this one. I recon will shoot up just before close today

Was meant to be visiting a Chinese supplier in October. We have been contacted this morning and told not to go. New Covid variant called Langya in China. Very dangerous according to contact. Seems it came from a shrew.

EU ban on Russian coal, Germany was buying over half it coal from Russia. Glencore could do well out of this!

Antalis have written to U.K. customers telling them paper prices rising 20 percent in September. To see full story go to Printweek.com.

Just had a meal (with my 30% off voucher) at the Paisley Pear with a group of friends. I was very impressed, food was great, liked the choice of food available and the staff were brilliant, friendly and attentive. They place was busy, inside and out. People will still want to go out for a nice meal but maybe something cheaper like a Marstons. The main subject of conversation was bills going up, electric, food, petrol but everyone thought the Marston food was good value

I was lucky, had 8500+ Evraz spread over ISA and SIPP. I got out when Russia went into Ukraine (also sold POG shares). I have 4 shares in my ISA that HL has offered to make into certificate holding and 40 left in my SIPP that no offer of certificate has been made. Does that mean people with them in SIPP are stuck.
I loved this share, dividends were fantastic. Held for many years for income. I would love to strangle Putin for what he has done to Ukraine and the world. I’m sure the were many who lost a lot on this one.

I’m not happy with consolidation either. The Aviva consolidation cost me money. I’m thinking of bailing in the days before it happens. I hold 17,000 NWG. Will buy back after con if price lower!

Amazon last quarter sales up 7 percent. I believe DS Smith Supplies them with boxes. Could be good tomorrow!!!!

Can’t believe people listen to these fools! Canaccord Genuity down grade Strix target from 300p to 200p. They’ve done ‘‘this in my opinion because they screwed up on their price target when they stated 300p.
Just read announcement from Strix on their trading which considering what’s going on in the world I thought was ok. Just bought 2500 more at 163.45 very happy with price.

In the world of current disasters with wars, inflation, labour shortages, raw material shortages and food shortages Persimmons is making slightly more profit and share price gets a kicking.

Financial Times yesterday

A lack of investment in new mines, depletion of existing mines and under investment across the entire supply chain have been key factors in coal market tightness. Most mining companies are unwilling to invest in new cool capacity due to structural demand risks and the ongoing ESG overhang. The resurgence of the global coal market is real, in our view, and there could be more upside to prices this summer

Quote from Jefferies (above)

All of which has naturally been a boon for coal miners and companies that transport the stuff via land and sea. Swiss-based Glencore is expected to rake in first-half coal EBITDA of more than $8bn.

So guys stay positive, I bought 780 shares this morning at £4.34 and I’m comfortable with my investment.

Folding box board market is red hot, three month lead time, they can charge what they want at moment. Cost of container from Far East (Ningbo, China) 21,000 dollars (40ft) so not worth buying. I agree DS Smith will be on someone’s radar at this share price. A well run business. I have 23,600 DS Smith shares, I am 15k down as bought in from 3.81 to 2.93 (bought 6 times as it dropped) I will NOT sell. It will go up or be bought in my opinion.

That’s about the 10 rise this year and all merchants seem to be doing it. Another 10%.
Spoke to dealers re material prices at FESPA Berlin, all the dealers from Finland to Turkey, Poland to Portugal are seeing same thing. Board prices going through the roof (in price).

Getting reports from customers (Print Companies) that more and more of their customers are choosing to put work they would normally print online as costs have gone through roof.
Will find out how the packaging market is fairing at FESPA show in Berlin end of the month all the big boys will be there.

I’m surprised too! And at this moment 6.32.Can’t find any news that would explain jump.

I have a hunch someone is hovering up cheap DLG shares before making a bid. Bargain at this price! Share price slowly rising as rest of market seems to be falling.

I just got email too but says offer now closed. I hate the Primary Bid!

We may have a recession but a lot of people have a lot of equity in their homes so will cut back on everything else to pay their mortgage. Higher interest rates equal higher profits for all the UK banks. PLUS no PPI miss selling payments. I think the banks are finally going to be cash machines for shareholders.