Member Info for Winstanley

We hold our heritage in high regard, and it's important to recall that Volvo made notable contributions to SEE years back. The update conveys a tone of optimism and confidence, highlighting the company's dedication to safety and innovation. CEO Paul McGlone emphasises the significance of partnerships, especially with Mitsubishi.

Https://www.thisismoney.co.uk/money/markets/article-15019099/Fresh-record-high-Footsie-investors-pile-UK-stocks-amid-US-tech-sell-off.html

Https://www.housingtoday.co.uk/news/persimmon-and-barratt-redrow-get-green-light-for-2500-home-development-in-wiltshire/5137426.article

... although I have to say it's about time!

If things are looking up for the company, perhaps it is time for that target price to be raised?

It appears that declines in defense stocks are occurring as investors evaluate the potential for a peace agreement between Russia and Ukraine. Who would ever place their trust in Putin? The idea of a peace deal implies that it would require enforcement through defensive actions, and other nations have observed the consequences of neglecting such measures. Therefore, they are unlikely to relax their stance regardless of the negotiations' results.

Are you telling us you didn't know?

Https://uk.themedialeader.com/itv-and-disney-deal-shows-ctv-must-focus-quality/

European/UK defense officials will be watching to see if Russian aggression will be rewarded.

The only way to counteract despotism, in which people around the perpetrator are scared to speak up in opposition, is through strength and unity. I have no doubt we, in Europe/ UK will unify and prepare.

Https://merics.org/sites/default/files/2025-04/MERICS%20Report%20medium_Biotech_Appendix.jpg

If you're out it might be the right move, who knows? Good luck all the same.

For me, it's about outstaying the current U.S administration.

Although I think Trump is trying to manipulate situations to overshadow negative news, I doubt this strategy will be effective in the long run. Scandals tend to leave lasting marks. Trump’s ducking and diving won’t, by those around him, be allowed to let the U.S slip behind.

There’s a lot of collaboration occurring between Europe and China. The Mercator Institute for China Studies (MERICS) is a reputable German think tank established in 2013, focusing on various aspects of contemporary China, this podcast is interesting:

https://merics.org/en/podcast/chinas-rise-biotechnology-alexander-brown-and-jeroen-groenewegen-lau

As countries increasingly seek to reduce their dependence on the U.S. dollar, the landscape of international finance may be on the verge of significant change.

https://www.theguardian.com/global-development/2025/jul/16/trust-in-the-us-is-eroding-the-question-isnt-if-the-dollar-will-lose-supremacy-its-when

As countries increasingly look to conduct trade using currencies other than the U.S. dollar, WISE stands to gain from a heightened demand for alternative currencies. This shift could lead to an influx of new customers who prefer to avoid dollar transactions. Additionally, WISE may broaden its service offerings to include a wider range of currencies, particularly those that are becoming more prominent in international trade, such as the Chinese yuan and the Indian rupee. This diversification would enhance WISE's competitive position in the market. Furthermore, as reliance on the dollar diminishes, the costs associated with currency conversion may decrease, allowing WISE to provide more attractive rates to its customers.

Older news, but highlighting the same:

https://www.theguardian.com/global-development/2025/jul/16/trust-in-the-us-is-eroding-the-question-isnt-if-the-dollar-will-lose-supremacy-its-when

Whatever the outcome of the unhinged TЯump/Putin stichup - defence will, sadly, be taken very seriously by countries who previously considered themselves of no interest to warmongers.

Added today.

Is it time to sell ?

It really depends on how long you planned to hold your investment. You might interpret the RNS as a subtle profit warning, or you could view it as a straightforward honest assessment of the current situation. I recall a few years ago when a key executive left Rolls Royce; if I remember correctly, the share price was around 92p, and there were reports and RNS announcements indicating that the company had significant challenges ahead. I decided to sell at that time, which turned out to be a major mistake as can be seen from today's RR sp.

With GHH, if there is indeed short-term volatility and you only planned to hold for a brief period, selling might be the right choice for you. However, if you intend to invest for a couple of years, a temporary drop in the share price,which may already be factored in, could be manageable and might even present a great buying opportunity. GHH provides valuable components for defense systems, and regardless of the outcome of the EU; Ukraine Trump-Putin situation, defense spending is likely to remain stable or even increase, which puts us in a favorable position.

REUTERS News:

'Trump adopts Putin's preference for route to Ukraine solution'

Am I surprised by TЯump's learnings - not at all.

Since it's the weekend, I doubt many will mind that we are straying from the main topic of GSK. So let's indulge in some conspiracy theories, as they're quite trendy these days. I believe there could be significant advantages for Trump if he partially aligns with the darker elements!

Hypothetically, the establishment of a de facto collaborative dictatorship, primarily exploiting Ukraine, between the U.S. and Russia would have far-reaching effects on political, economic, social, and international relations.

If it were to happen, a logical first step might involve facilitating the disintegration of the EU, which could serve the interests of a U.S.-Russia alliance by diminishing opposition and enhancing influence. However, the potential for instability, backlash, and long-term repercussions would render such a strategy extremely risky and complex. Yet, we are currently being guided by individuals who seem to be totally unhinged.

One wonders how they plan to turn things around?

Ukraine possesses significant untapped mineral resources, including large reserves of iron ore, manganese, titanium, and uranium, as well as extensive coal deposits, particularly in the Donetsk region. Additionally, there are indications of rare earth elements and substantial quantities of salt and gypsum. However, the extraction and development of these minerals face obvious challenges due to political instability.

TЯump & Putin have, in my opinion, been collaborating to steal large swathes of Ukraine from day one. Additionally, they both have the breakup of the EU in their sights.

Https://pharmaphorum.com/news/rfk-jr-revives-childhood-vaccine-task-force

This is purely speculation, but based on the information available, it is possible that GlaxoSmithKline (GSK) may be involved with the discovery mentioned in the BBC article. MIT has established connections with GlaxoSmithKline (GSK) through various collaborative efforts. GSK operates a research facility in Technology Square, Cambridge, Massachusetts, which is adjacent to MIT. This facility focuses on oncology, human genetics, artificial intelligence, and functional genomics. The proximity allows for direct collaboration between GSK scientists and MIT researchers.

Nothing is confirmed, we mere mortals can only guess:

https://www.bbc.co.uk/news/articles/cgr94xxye2lo

Https://www.lse.co.uk/news/london-close-stocks-edge-higher-on-hopes-of-fed-rate-cut-x3cjw5bazmbiheo.html