Member Info for You_Having_a_Laugh

Read up wakey, ego imho.

Bayford give me the creeps. Just my own feelings, would be better without them.

The strength of any bounce off a bottom matters and the bounces haven't been convincing. If this next bounce is weaker than the last two it flat lines around here for a while or breaks to new lows.

We might be shocked and surprised.

Grow is last but one in FTSE350 and small margin between it and last.
Took a quick look, may bemuxtaken, but a relatively small fall and its out of the list. Please check to confirm. Some trackers may then have to sell.

Not yet convinced we hit bottom so waiting.
There are parts of the market offering attractive yields now in solid companies that can/will regain lost value when this turmoil is over. Getting paid 6%+ to wait then will capital gain.
This next 3 months will be critical and we haven't seen a capitulation event in the wider market yet, I am expecting one once 2023 earnings projections get real after this earnings season. Hope I'm wrong.

Tempted to buy but being a hero has always been costly, want to see money flow reverse first.

I do think more pain to come, then bottom. Seeing the bottom in the rear view mirror leads to a better reward/risk. The actual bottom will likely be a surprise, unfathomable, compared to the peak.

It doesn't matter what we think the value is as the flow of money dictates the price and liquidity is drying up and money glowing out.

https://www.seeitmarket.com/are-growth-stocks-about-to-experience-more-selling/

The debate isn't the peak but how long they are held for. If they stop now and hold through 50% period of 2023 it will do grinding work suppressing demand. No quick bounce back, any rally a selling opportunity for a while.

You are missing the point. It's all down to liquidity that is draining out of the market and the longer duration types like GROW get hit. The portfolio isn't it. Manna will be a dud to scale though. Perhaps it will have some useful scheduling software or "load swap" IP.

The easy to sell liquid stuff goes up in yield as its sold down and money is sucked out if the likes of GROW into yielding shares with nearer term recovery potential.

Likely to see bottom in 3-4 weeks. I'm expecting a breakage in the US markets in that timeframe and something like a capitulation event that washes up on UK shores too.

The issue is Bailey gave a 3 day window in which to raise liquidity and that can mean selling to raise cash. When an asset is sold (possibly illiquid and similar to a long dated holding) the price obviously falls and if that asset is someone else's collateral........

Sounds like BoE dropped a clanger this afternoon in Washington. Telling everyone their intervention is temporary and funds impacted have 3 days to sort themselves out. Equivalent to liquefy.

Tomorrow may be interesting if I've understood what he said.

US centric but informative. Lots heading to the scrapheap.

B) ZOMBIE Companies! How Many Are There & What Threat Do They Pose To Markets? | David Trainer

Manna likely one of them. Notice a few of the names and looknat EU equivalents.

Worst not over.

If you have time, watch youtube :

A) UnderTheLens - 09 21 22 - OCTOBER - GLOBAL ECONOMIC PROBLEMS China, Japan & EU

B)

Plenty of places drones don't make any sense.
Swathes of US urban areas they are a great for shooting practice.
Other places defining "corridors" that limit access.
Others limiting drone weight that means payload and run-time a problem.
Add access issues, flying low over gardens/houses etc.
Fuel cells for 1hr plus flight time, in right environment, = expensive, otherwise need very many "ports" as range is limited and quick battery swap needed.

Lastly, first one that injures anyone and you have a real problem.

We are likley to be surprised where this bottom as liquidity is drying up and others are starting to look attractivw as future growth + decent yield. The current period is unprecendented in recent years and the damage will take a while to recover as the entire market is re-aligning. It's on multiple levels including the US-China spat.

Wanting to see he bottom in hindsight is down to reward/risk. A slightly lower return at much reduced risk is no bad thing, especially in the next year or 2.

Would much prefer to see the bottom in hindsight then buy rather than predict it. This mess is not over yet.

Mr Fibbles, sage - GROW is in the same basket as a few others and people looking at the basket are pricing is "the great die-off". A term used multiple time recently as a wave of closures and dowbsizing expected in start-up land.

Its hardly started yet and no matter how good the portfolio GROW are in the basket and marked down just the same.

It will recover but saying we have bottomed yet may well prove premature.