Member Info for Xhita

I have not been to the UK for 10 years. Living in Southern Spain now, I guess that I wouldn't recognise the place.

I see lots of Brits on holiday and they say it's a disaster

George I would say that you missed the pre party and some people are already at the main event but it's just started.

BAE: The U.S. State Department has approved BAE Systems as the principal contractor for the potential sale of advanced weapon systems to Saudi Arabia for about $100 million, the Pentagon said.

Https://ottawacitizen.com/public-service/defence-watch/canada-australia-arctic-radar

Https://www.militaryaerospace.com/sensors/article/55275895/bae-systems-armored-combat-vehicles-and-vetronics-designed-for-periodic-technology-upgrades

Starmer should just tell him that if the UK is not part of Europe then they will just protect their own shores and not Europes border.

I have been saying that for 2 years or more

I don't own a hotel. I work for a hotel group that has 4 and 5 star resorts across the sunshine belt. We have 3 main brands that are market leaders. I work the Costa Mijas and Portugal.

They don't want to pay €90 a round in the wet and cold. I can understand that. Summer is low season for golfers but I play right through by using the mountain courses at altitude. Even in August they are cool until lunchtime.

This is prime time for golf groups and it's a big knock for business

I don't think that America needs to worry about being overrun by visitors.

Meanwhile in Spain another week another storm.

Beyond tedious, mass cancellations Friday and Saturday for this week from the golf crowd and holiday makers generally.

Trump gave away a key insight today when he said that Europe didn't respect him. As expected this is not about what is best for America it's all about him. Clearly these tariffs are not good for America but it's about making a big noise.

Europe is never going to respect a US president who is unable to lead his country because he considers himself more important.

Ultimately the tariffs stop being effective when consumers choice exceeds the power of the tariff. The tariff can be removed but consumers choice will remain long after. We can see consumers power in action at Tesla right now.

Trump is a tedious little man and Europeans, Canadians, Australians and others will soon just avoid him and his exports.

America will be in recession within 9 months but it will be felt much quicker. Inflation will rise and so will unemployment. Within 3 months they will cross the recession threshold. The us definition take 6 months further to apply.

Far too many shares in circulation. Are there any more shares than when it was £5.80. The problem with the share price here is uncertainty spewing from toxic USA.

Trump is an economic terrorist and Europe needs to create some distance and cut some ties. Long after this tariff nonsense is over US exports will suffer as people don't forget and new habits are formed.

The result will hit both sides of the pond but ultimately the USA could be economically devastated for the long term.

The UK is trying to avoid tariffs by snuggling up with Trump that's going to cause them big problems in Europe.

Ebb and flow doesn't really matter as an investor but as a gambler it does. I am light here for the time being and I will see how the tantrums from the babies over the water play out.

I think that the stock market is a poor playground at the moment. I have £100k in BAE not going anywhere at the moment.

There are better deals off the stock market with this going on.

I think that for now the UK is in a bit of a bubble. Here in Europe there's a very strong push against everything American. I think that many won't travel this year.

It's been terrible weather here but today is better and at the weekend it's back to normal.

We had the usual mass cancellations from the golfers over the last 2 weeks. Not a disaster but they are generally bigger groups and accounts for around 30 rooms in each hotel. Bookings are back from Monday onwards

I think that in these times the sector has further to run the questions are who will do best. The focus swings to Europe and risk is on the failure of the US economy. I think that it will smashed but they will prioritise defense spending simply because they will have fewer friends and will be more isolated globally.

Yes agreed, they have less froth for sure.

I do wonder if the US business could be separated from the global business and how that may reward shareholders.

I am really surprised to see IAG holding up so well given the massive threat to their lucrative transatlantic routes.

Interesting times

He has removed all the no sayers and installed yes men.

It's a dangerous combination.

It's insane. Canada will shut of the power to a big part of the US.

Trump needs a bullet

What's the divi payout got to do with it. I will use mine to buy more shares

Stumpy I posted on 7th March that I am back to my core holding. It's 100k shares and I will stay here. There's too many distractions at the moment. Trump tariffs in Europe or UK will create uncertainty and that will impact every service business.

I currently hold easyjet, BAE and a solar farm here in Spain.