Member Info for Winstanley

RFK Jr has sacked the people with merit and consulted the tealeaves up the side of a cup - Trump is going to announce to the world "we've never seen anything like this"

...he says.

https://www.bbc.co.uk/news/articles/cx20d4lr67lo

'Tylenol maker Kenvue has defended the use of the drug in pregnant women.

In a statement to the BBC, it said: "We believe independent, sound science clearly shows that taking acetaminophen does not cause autism'

This initially looked to me like a bit of a cash burner, but the products look top-notch, and indications going forward look great. I won't invest heavily here, but happy to toe dip for now.

'Management said its European joint venture with Micro-Tech, in which it retains a 49% stake, was trading ahead of expectations and should continue to provide balance sheet strength as well as a share of future profits.'

https://www.proactiveinvestors.co.uk/companies/news/1078867/creo-medical-confident-of-hitting-full-year-growth-targets-after-strong-first-half-1078867.html

The announcement of Creo Medical Group's unaudited results for the first half of 2025 is certainly encouraging and indicates a bright future for the company. However, for balance, it's important to note some nuances. The substantial profit reported is partially attributed to the one-time gain from selling a subsidiary, which might not be a reliable source of income moving forward. Long-term profitability will rely on steady operational performance rather than occasional windfalls.

Having said that, I'm happy to be in!

This looks interesting!

So, I found some cash down the back of the sofa and bought a few.

Inline - but promising.

Sometimes people speak too soon;

“It’s a great country to invest in,” she explains: “The incentives are there, and the talent is there, and — at least to date — the market is there.”

Unfortunately, Walmsely's enthusiasm could be impacted by the orange buffoon yet again - he has a very special knack of dropping a spanner in the works. Considering his battle cry is to 'make America great again' this is a very strange way to achieve it:

'Donald Trump has signed an executive order that will add a $100,000 (£74,000) annual fee for applicants to the H-1B visa programme for skilled foreign workers.'

This has just become just another MASSIVE opportunity for Europe?

Https://www.kansascity.com/news/nation-world/national/article312191780.html

Recent polling now shows Kennedy’s numbers are significantly underwater for his performance so far:

https://edition.cnn.com/2025/09/19/politics/rfk-polling-vaccines-analysis

It seems to me that during market turbulence, when governments are uncooperative or slow to act, an inept world leader creates unnecessary challenges, or geopolitical tensions arise, shareholders tend to instinctively blame the CEO. This quick tendency to assign blame is often unwarranted.

It's worth keeping in mind that

'Walmsley raised the group’s long-term revenue forecasts this year, reported double-digit growth in core operating profits at its latest earnings'

This article, which focuses on the use of AI at GSK is an interesting read. Personally I think Walmsely is delivering, but is up against the worst U.S administration we've ever seen.

https://www.semafor.com/article/09/19/2025/emma-walmsleys-impatient-overhaul-of-gsk

Another angle:

https://www.itv.com/presscentre/media-releases/itv-launches-dynamic-pause-ads

Https://www.gov.uk/government/speeches/culture-secretary-speech-at-royal-television-society-cambridge-convention-2025

Https://www.msn.com/en-us/tv/news/bbc-itv-paramount-channel-4-chiefs-downplay-merger-talks-i-m-not-sure-that-s-good-for-the-uk/ar-AA1MOqWo

Yes, I was reading that, elseware, too!

'Government is ready to change legislation to ensure public service content is carried prominently on platforms such as YouTube.'

https://www.prolificnorth.co.uk/news/bbc-itv-channel-4-and-5-unite-in-urgent-call-to-secure-future-of-public-service-media/

RedBird couldn't manage to outsmart McCall. There won't be an autumn sale.

The sharks have been lurking, eager opportunists seeking a great deal before the results come in. That's not going to happen.

I always said ITV could easily stand alone. Buyout not necessary - I'm buying!

...the kitchen sink at Trump today, he's loving it. On the streets of London the shouts of 'Epstein; Epstein; Epstein' arguably are ringing louder.

Will Starmer get any deals for British Pharma, from the bottom of the barrel he's scraping - we'll soon find out perhaps!

Encouraging rns, adjusted profits surpassed forecasts even in a challenging market! The goal is to deliver 22,000 homes each year, although limited growth is expected in FY26. There are requests for government assistance to support first-time buyers. The autumn budget should be interesting. IMO government will go all out to deliver in this sector , let's see.

Bending over backwards to play the game!

Although, probably already in the pipeline, before Trump stole office, it's encouraging I suppose. I wonder who's going to take credit.

'...It will also invest in AI and advanced digital technology capabilities across GSK's existing five manufacturing sites in the country'

Now, the trick is, can Starmer get something in return for all the red carpet nonsense that treatment?

https://finance.yahoo.com/news/gsk-plans-30-billion-us-230754541.html

Diverse ITV:

https://podcastingtoday.co.uk/zoo-55-partners-with-spotify-to-bring-itv-hit-shows-online/

Increase resilience of GPS using new satellites:

https://www.qinetiq.com/en/news/qinetiq-and-xona-increase-resilience-of-gps-using-new-satellites