Lloyds Banking Share Discussion Threads

[crossing_the_rubicon] 20/1/2020 13:56

The Police Admit They Knew

"Absolute travesty. These Police chiefs should be arrested, tried and sentenced to LIFE if found guilty of dereliction of duty."

[minerve 2] 20/1/2020 13:13

grahamite2

Big decisions should take time to be addressed. Those who you see who have hindered the process were actually executing democracy closest to its purest form, unlike what we are witnessing now.

I have no doubt that history will reflect very badly on Boris, Cummings, Mogg et al and look upon Grieve and Bercow as democratic gods, men of principle, fighting to keep parliament the ultimate democratic power in the UK.

I guess we will just have to wait and see, but like always, I know I will be proven right. I am hardly ever wrong. :)

LOL

[grahamite2] 20/1/2020 13:07

Crossing - your post is 90% positive. The only negative is...seeing negotiation being done properly and competently is almost enough to bring you to tears over the wasted 3 years. There's a lot of people belong in prison for the harm they deliberately did to this country in that time.

[minerve 2] 20/1/2020 13:07

Patient

No, I stayed well clear of Fevertree. Excellent investment for those that got in on the nascent part of its journey.

If the stock has too much hype around it I tend to stay well clear as the herds can run fast both ways! LOL

I've had their tonics, not bad, but nothing special against the competition other than probably range. They were selling double-shot with tonic crackers for £8 at Christmas which I thought was a bit pricey.

I have a friend who works in John Lewis and I get to sample all the alcohol and tonics for free when I am out and about. (oh, perhaps I shouldn't mention that, I might get accused of being an alcoholic. LOL)

[minerve 2] 20/1/2020 13:00

My Barratt Developments has been an excellent investment. A 'Woodford holding' no less! ;)

[minerve 2] 20/1/2020 12:59

Ever been in business CtR?

Did you put your last largest customer to the back of the queue?

DUH!

Gammons R Us.

[crossing_the_rubicon] 20/1/2020 12:47

"Boris Johnson has revealed his bold new vision for Brexit Britain, with plans for trade deals around the world by the end of the year. The decision to press ahead with trade talks with the US, Japan, Australia and New Zealand underlines the Prime Minister’s vision for a Global Britain. But the move to access international markets worth almost £50trillion is a slap in the face for the EU – which wanted talks to be solely focused on Brussels"

Why on earth would we focus on the EU when they have been dragging their feet for the last 3.5 years, and will continue to do so if we focus on them..

Let's focus on US, Canzuk, Japan and put EU to the "Back of the queue"

[minerve 2] 20/1/2020 12:25

Thanks Alphorn. I will take a look. :)

[alphorn] 20/1/2020 12:22

M2 - 6% pa maybe a good target this year. Why not pop some into LLPE yield 5.8% today and forget it?

Just off to push out some more bearish positions. This year will be challenging. The lack of alternative investment classes does not help.

[minerve 2] 20/1/2020 12:22

For those following Minerve Wood Group (WG.) has gone onto the watch list. ;)

[minerve 2] 20/1/2020 12:20

I also have a similar sized investment in Kier. Up 5% today. So swings and roundabouts. Kier could potentially kill current equity if things don't turn out right, on the other hand they could deliver returns measured in multiples of 100%. They signed a contract for every business day last year - not bad for a company with a PE less than 2. Let us hope the contracts make money! LOL Framework contracting should help a lot and I need that Buffoon Boris and Yoda to throw some money into infrastructural spend.

If you understand the risk, then you have mastered part of the game correctly.

[minerve 2] 20/1/2020 12:13

Jacko07

I'm happy with Capita thanks. It has a place in my portfolio and blends in well with my other investments. I don't need to find a home run remember. 6% is my target per annum.

I don't think the fall in Capita has anything to do with the TV license, I think it has more to do with Boris and his numpties bringing in anti-business immigration restrictions faster than originally intended or perhaps write-up this weekend in the Telegraph confirming Capita are looking to sell some of their 'special business' divisions.

I do have doubts about the recovery of capita but if they can target the digital services market using their original channels as leverage I think they are sat in the right sector going forward. After all, banking is almost 100% digital services now. They are up against some stiff competition but I couldn't resist giving it a small place in my portfolio considering I have invested so much of my time learning about this company in the past and also the fact they have a reasonably cheap valuation.

It will not make me or break me. :)

[jacko07] 20/1/2020 12:02

Minnie..sorry to mention investments, but your Capita are down another 6p this morning. You might want to get out, as Boris may be de-criminalizing the ridiculous TV licensing law.

If it happens, Capita will definitely see a drop in the revenue their scumbag agents frighten poor people into paying for the BBC TV license.

I know you care about people who struggle to pay this unfair, uncommercial, levy on the poor, so perhaps it is time to practice what you preach and ditch this awful company from your portfolio.

[freddie01] 20/1/2020 11:47

Open banking platform Tink raises €90M at a post-money valuation of €415M

[maxk] 20/1/2020 11:39

I'll drink to that!

[grahamite2] 20/1/2020 11:37

The big question is, how to celebrate Brexit Day?

One answer would be a trip to Spoons, to honour the great Tim Martin.

[poikka] 20/1/2020 11:23

"The UK government says it has signed 11 trade agreements with African countries, just over a week before it officially leaves the European Union.

It is expected to unveil a new strategy for development in Africa later on Monday, which will focus more on infrastructure and trade.

At least a dozen African leaders are in London for a summit aimed at boosting the UK's private sector investment on the continent.

This is a major shift in the UK's relationship with Africa.

It is about using aid money to support investment. The Department for International Development says it is now focusing on digital technologies, green energy and women entrepreneurs.

UK businesses will also play a big role. They have already signed deals worth more than £6bn ($7.8bn), with more expected during the summit.

With many of the fastest growing economies and a rapidly expanding population, Africa is seen as an attractive market for long-term investors."

The miserable Remoaners are being left wallowing in their defeatist gloom. We're moving ahead without you.

[patientcapital] 20/1/2020 11:22

Hope nobody here is invested in the overpriced Fevertree other than in its equally overpriced products. The tonic is unremarkable.

[minerve 2] 20/1/2020 11:05

Yes, symptoms include posting the same thing twice!

Watch out!

LOL