Anglo Asian Mining Share Discussion Threads

[lefrene] 05/6/2020 09:13

c0lin1, it's evident that the Trump crew are making it up as they go along, desperate to keep things propped up until the election, by which time it would seem likely that serious inflation will be taking hold. Do they then rapidly crank up interest rates?

The virus is proving most useful in hiding the banking crisis that never gets mentioned, but somehow this time the damage seems too great to wriggle out of without some sort of financial re-set. But of course it will all be the fault of the virus, and the reckless criminal bankers will get away with it again.

[riggerbeautz] 05/6/2020 09:12

Brasso that resonates, I know several people that have been told to use Skype, MS teams whatever rather than travel; if it’s just a face to face meeting, it’s simply deemed unnecessary business expense at present. As for holidays, yes I agree this year, my wife is one that doesn’t want to go anywhere near an airport this year :(

[fozzie] 05/6/2020 09:02

DTG or Jet2 will come back as well. A very well run company imo. The best of the budget airlines, I use them regularly. Well diversified business. Fallen from £19 area.

[the stigologist] 05/6/2020 08:58

Link transferred DDDD holding to Blackrock for liquidation

[brasso3] 05/6/2020 08:57

Rigger

Same thoughts here. There could be more upside with IAG. The short will be better around Q2 reporting and the realisation that air travel will not be the same for many years.

I have been travelling from Birmingham to Amsterdam every 3 weeks this year. Birmingham is one of the most efficient airports to get through passport/ security etc. There has only been 2 - 5 flights a day (Amsterdam, Dublin, Bucharest, Dubai) leaving Birmingham in the last few months. Last weekend it took me 30 minutes to get through security! Imagine how crazy it will be when there are multiple flights leaving within the same hour. I cannot see people want to put themselves through the misery and will opt for domestic vacations (this trend happened in 2008/ 2009).

With my company most of the employees take a business flight a few times a month with KLM. My company has been clamping down on this for years and now they have the perfect excuse to put a stop to it.

Easyjet and Ryanair will do well in the long term. The large clumsy airlines will suffer.

[c0lin1] 05/6/2020 08:56

yes lefrene despite the lockdown commodities have been rising which to me says we are going to get inflation

[riggerbeautz] 05/6/2020 08:50

I’m keeping tabs on both IAG and EZJ but wary any easing and opening of air bridges will create a false spike. So my real leisure focus is CCL for shorting.

[lefrene] 05/6/2020 08:49

Price of Treasuries falling (yields rising), looks like people are losing confidence in the future value of the Dollar?

[brasso3] 05/6/2020 08:48

I am out of MARS.

Eyeing up a short on IAG. Can it get to 350p first?

[riggerbeautz] 05/6/2020 08:46

Well one out of 2 of my recovery plays doing well, shame it’s my smaller one. Brasso you still got MARS can’t decide whether to jump back on the ride now the traders disappearing.

[mad foetus] 05/6/2020 08:45

Sold HZD and bought KAZ for a bounce

[brasso3] 05/6/2020 08:44

ORPH back in bargain territory

[mr roper] 05/6/2020 08:43

Mcro starting next leg up.

[bamboo2] 05/6/2020 08:43

Just noticed this from 6/5/2020, which could take further pressure off the bio sector. [SKY]

"Goldman Sachs is in talks to buy a big portfolio of company stakes being sold by the asset manager Invesco in a race to shift illiquid holdings whose value has been hit by the coronavirus pandemic.

Sky News can reveal that a unit of Goldman Sachs Asset Management (GSAM) is closing in on a deal to acquire the positions, which include a holding in Oxford Nanopore, a gene sequencing specialist.

City sources said that an agreement to buy the private company stakes, which are nominally valued at hundreds of millions of pounds, could be finalised within weeks."

[jbe81] 05/6/2020 08:42

ODX looks like the charity's shares have gone and will rebound today

[mad foetus] 05/6/2020 08:41

Big move at BUR, I think when US listing happens, which will either be this month or Sept/Oct (complicated) it will be a quick trip to aths there (£20)

[riggerbeautz] 05/6/2020 08:39

Just need AA. to do what SHI doing myself.

[lefrene] 05/6/2020 08:32

It looks like it's Blackrock using 10's of $ billions of FED money that is keeping the markets at silly levels. The FED is trying to buy the market via the back door of Blackrock, perhaps the smart money is dumping onto Blackrock? The number of holders is going to shrink leaving a much smaller number of players in the market.

[stepaside] 05/6/2020 08:20

IG gives me a quote just under 132 but none available on the sell, what do you read into that?

[bamboo2] 05/6/2020 08:09

Assuming it goes through, could the Woodford/Acacia deal also affect other sp's?

eg IPO group has a large %age of Oxford Nano

[mr roper] 05/6/2020 08:08

Good presentation that from 4d. Mrx0518 really is remarkable

[someuwin] 05/6/2020 08:08

IQE about to break out of downtrend...

[fozzie] 05/6/2020 07:57

Morning Wan and all, the sale of Woodfords liquid biotechs is at about half the total muted just last year. At least his investors will be getting some more money. From memory I think they have had just 50p in the pound thus far. Pretty sure Woodford himself was planning a comeback prior to Covid.

[wanobi] 05/6/2020 07:49

4D - looks to be a good day forming me thinks :-) GLA Holders, cheers Wan :-)