Member Info for Xhita

I am extremely concerned to hat these "talks" turn out to be another trump lie.

Trumps story is ever changing, he is adding unnecessary detail and the circumstances are implausible in my opinion.

It's an excuse to back down in my opinion. He talked tough but lacks the balls to deliver. In a one hour period his story changed multiple times.

I suspect he had a little nap and dreamt it all.

If it smells like bull it probably is

Predictably trump backs down and the market starts to fly.

4.6m shorts to close at on the beach. The share price is stupidly cheap.

Bumpingalong. I think that's been debunked as nonsense. The squeeze will come for Europe in the summer. I certainly wouldn't want to be holding fuel hedge notes as jet fuel is going to get crazy expensive.

It'll be interesting to see if South Korea restricts supply to the US and reroutes to Europe where to get achieve a better reward.

I suspect that'll happen.

My 2 buys this morning showing in red as sells. It seems there's plenty of interest here. Opened at ridiculous levels this morning.

Metals are being heavily punished today as commodity prices continue to crash. Even gold and silver continues to crash.

I think that we are reaching the point similar to COVID where sellers dry up because people have no interest in selling at these levels and buyers are largely in already.

The acceptance phase is looming in my opinion.

Copper is the mo

Yes of course. Trump is a moron and it was inevitable. Surrounded himself by fools. He would rather listen to a podcaster and real estate salesman than experienced diplomats and intelligence leaders.

He knows best and the world is paying for that now.

The 103k overhang this morning from the CPO sale has pinned the share price down this morning. In the low volume environment it seems crazy to sell 103k in one hit but it's up to them I guess.

Anyway to 103k shares should be cleared and we can stop this nonsense today

Just to be clear. The guidance was"temporarily suspended" because of the uncertainty not because they couldn't or wouldn't reach the target. This is a regulatory norm. Of course if they hadn't had a scheduled update they wouldn't have removed the guidance. The assumption is that in all companies the bets are off until they have more information .

I suspect in May they will either reinstate it or offer advise or modification up or down. Given the start to the year it seems reasonable but the summer bookings are where the money is. Exceeding Q2 by 34% is extreme but the summer is where the money is.

Just to be clear. The guidance was"temporarily suspended" because of the uncertainty not because they couldn't or wouldn't reach the target. This is a regulatory norm. Of course if they hadn't had a scheduled update they would have removed the guidance. The assumption is that in all companies the bets are off until they have more information .

I suspect in May they will either reinstate it or offer advise or modification up or down. Given the start to the year it seems reasonable but the summer bookings are where the money is. Exceeding Q2 by 34% is extreme but the summer is where the money is.

The next update will be on 12th May as far as I know. I guess we'll get something if it materially changes but the situation is in a state of flux.

I think we'll see people returning to the market over the next few weeks.

Had they reported the update in the absence of the war the share price would be £2.20 by now. I expect it to move back towards the pre announcement 190 level in the near term.

It looks like after a brief hesitation Greece, Cyprus and the eastend of the med region are again receiving strong demand for summer bookings. TUI say that flights that stop over and destination in the middle east are still attracting reduced bookings. Europe is attracting strong demand.

"According to Neil Swanson, the situation in the Middle East is deeply concerning, and it is completely understandable that some people feel uncertain about their upcoming trips. In this context, TUI focuses on supporting its customers with clear information and flexible solutions, so they can make the choices they consider right for themselves.

As he noted, destinations throughout Europe and the Mediterranean continue to perform well, with Spain, Portugal, and Greece showing increased demand in recent days as British travelers opt for well-known, easily accessible destinations"

I am looking across several industry and internet available platforms and I see no evidence to support any slowdown in the main holiday regions.

As we know OTB are well ahead 6of the curve this year and have been performing well ahead of the market. +34% in Q2 which ends in a couple of weeks. Easter is massive this year.

FY26 is 10% ahead of last year massively out performing the market.

Here in Spain we are more or less sold out for summer, certainly the 8 week peak period. We have just 16 bids on easyJet holidays remaining for gaps. That's down from 100s this time last year. We have been hit by the domestic market slowdown after the train crash as Madrid thinks twice about the Costa del Sol but all that capacity has gone to international sales.

OTB dragged down with the whole market. I have taken some more. Ultimately this is a great business that's profit making and with very little commercial risk.

Trump has been a disaster for America and the world.

Trump tried to get Europe involved so he could move his forces off to Cuba for the next one. Trump is bored already. Ultimately the gulf states have paid trump protection money and they have got war and no protection so I suspect that relationship is in bad shape right now especially as the deal was done by a Zionist. I don't know what they were thinking.

I think we'll see a few more weeks of futile bombing and trump will claim victory and withdraw. I think he'll reduce American personnel in the region. We'll see Iran continue to defend themselves in the region and the conflict will be Israel Iran.

Ultimately I see no way of controlling the strait without invading and killing everyone. Even trump isn't that stupid but he will threaten that.

America or any country allied to the US will lose access to Crude that has to pass through the strait.

That's not an issue as there's plenty of oil globally. There's no physical reason for it to be so expensive as many oil producers were idling at $60 a barrel and could increase supply.

Unless of course they are fearful for good reason.

Clearly a global recession is now looming thanks to trump and demand for all metal will reduce

Copper was very weak overnight and metals generally are in a reality check.

The Donald J Trump great global depression.

Created and engineered out of pure stupidity and ignorance.

You know when gold is dropping in a war that something big is brewing.

I rather suspect the calculation is to settle the total tax including the tax on sales. Seems a bit bizarre to me, just pay the tax and enjoy the free shares. Better still transfer them to a tax free shelter

So luck I sold this morning. Copper looks very shaky as the world slows on trumps stupidity

Lukey how does the UT size show any confidence. If the UT is above the closing mid then it shows some confidence. The size is simply related to the number that can be matched. If you have 3m then 1.5m are in each direction. They cancel eachother out.

If they are above the closing mid then people are prepared to buy more. So why don't they buy on the market cheaper??

Often it's because where they are doesn't allow direct market access.

Now all of Europe has direct access

I suspect that OTB will move back to the 190s range quite quickly. It's been a bit of a ridiculous reaction to the update and without it the dip would never have occurred. It's been an unfortunate time for holders and a good opportunity for others.

We learnt that H1 is going to be very strong which underwrites the investment really. It's very clear what is happening in the travel business with a well documented shift into broad areas where OTB has exposure.

The risks ahead for the travel business are substantial in my opinion and that should favour an asset light tech model like OTB over airlines and holiday providers.

I have been in and out several times. I was lucky enough to get out between 930 and 940 on the last spike and back in at 830.8 average. So many bargains around at the moment.

The results for last year are a couple of days away and I guess that is driving the price today given copper is still looking a bit down. Obviously at these levels it's highly profitable for Atalaya. Results for last year will reflect some of the steady copper increase last year and will produce a very strong uplift in profit which will no doubt create positive news flow headlines and bring in fresh money.

The share price looks well behind the curve here and adding £1 won't correct that