Member Info for Winstanley

Https://pharmaphorum.com/news/uk-trumpets-trade-deal-india-pharma-isnt-happy

I'll admit, I made a mistake by selling half of my position before the CMA update. My plan was to invest elsewhere and come back to enjoy the best of both worlds. I should have been more patient, which I usually am. Since my holding is now small, I’m weighing up whether to come back or move on.

GLA.

As measles and other diseases make a comeback, due to the ineptitude of an unfit U.S. President, the need for solutions will surge. Vaccines, having been so effective, will only be recognised for their value once a crisis prompts widespread concern. Robert F. Kennedy Jr is being allowed to 'shoot the goose that layed the golden egg'.

Nah, that's not the reason. The reason is as I posted earlier.

Https://news.sky.com/video/is-trumps-white-house-fuelling-deadly-measles-outbreak-in-the-us-13362967

This is what happens when a lunatic like Robert F. Kennedy Jr is allowed to ride roughshod over respected longstanding scientific professionals.

Https://www.cbsnews.com/news/fda-critic-covid-boosters-new-top-vaccines-official-vinay-prasad/

Reset starts with defence:

https://www.france24.com/en/live-news/20250507-trump-ukraine-propel-eu-and-uk-towards-defence-pact

The article provided reports that QinetiQ was awarded an extended contract for further work on lasers, future systems, and energy weapons by the UK Ministry of Defence (MoD). The contract was given the go-ahead in March 2025.

The contract extends QinetiQ's work with 'Directed Energy Systems' and focuses on the development of cutting-edge technology for military applications. The work will be carried out under the :Future Systems and Energy Weapons Programme'.

https://www.shephardmedia.com/news/landwarfareintl/qinetiq-awarded-contract-for-further-work-on-lasers-future-systems-and-energy-weapons/

Donald Trump says US families will simply need to learn to live with less as a result of his trade policy. Meanwhile, he's filling his boots and face!

https://www.huffingtonpost.co.uk/entry/mike-pence-says-this-trump-policy-could-kill-the-american-dream_uk_681a1031e4b0c2b15d96594a

The pre-close trading update 24th of April was significantly positive on India. Specifically, it references the 'Indian order book', which stands at £210m as of 1 April (up from £197m in November). This order book is at record levels and is described as containing a good mix of higher-margin commercial work (79% of the order book). It also notes that the construction sector in India is continuing to grow strongly, alongside the increased use of steel in construction projects.

Today's announcement by the UK government on a UK -India FTD is tremendous news. Whilst it is not in direct correlation with SFR, this sort of thing opens doors. On this occasion Starmer has outperformed indeed.

Growing connections - who needs Trump?

https://www.reuters.com/world/uk/uks-starmer-accepts-indian-pms-invitation-visit-india-2025-05-06/

On the bright side, being as GSK has six manufacturing sites in America, we are in a good position amongst all the turmoil.

https://www.pharmaceutical-technology.com/news/gsk-remains-resilient-on-tariffs-as-q1-sales-rise-4/?cf-view

Https://www.forbes.com/sites/tylerroush/2025/05/05/mattel-says-it-may-hike-toy-prices-over-tariffs-joining-these-companies-warning-of-tariff-impacts/

Agreed, NETFLIX size outfits have the most to lose if the madman continues.

https://fortune.com/2025/05/05/trump-foreign-film-tariff-backfire-on-us-studios-analyst/

There’s no real info yet, just the typical Trump trait of childish confusion. It’s still undecided what qualifies as a film. Most likely, Trump is testing the limits of what he can get away with. And please, tell me you’re not using that low-tier propaganda platform, TruthSocial?

Trump is a complete chancer.

'Dame Caroline argued that making it more difficult to produce films in the UK was not in the interests of American businesses'

https://www.bbc.co.uk/news/articles/cz01kx3yrmvo

It’s looking more and more like Trump’s latest tantrum is just him throwing his toys out of the pram to gain an advantage in the upcoming trade talks. Honestly, it’s so amateurish.

https://www.marketscreener.com/news/latest/UK-to-remain-calm-in-US-trade-talks-after-film-tariff-shock-49827532/

On the other hand, Trump's irrational child-like behaviour can be a gift-horse for some!

https://pharmaphorum.com/news/can-other-countries-entice-us-scientists-hit-trump-cuts

There could be a buying opportunity tomorrow, uncertainty is messy:

https://deadline.com/2025/05/media-stocks-fall-donald-trump-tariff-films-produced-outside-us-1236385196/