Lloyds Banking Share Discussion Threads

[poikka] 29/1/2021 12:47

How the f... can AZN send the vaccine to a bloc that hasn't yet approved it!

Especially as Germany isn't convinced it's worth giving to their over 65s.

The Emperor isn't wearing any clothes, but don't tell the Remoaners cos you'd be wasting your breath.

[xxxxxy] 29/1/2021 12:44

Mark Nile29 Jan 2021 12:38PMThis is bad news for the SAGE/Tory alliance, wait for a new variant even worse than the Kent/Brazilian/South African/Camberwick Green strains to be wheeled out in order to keep Project Fear on track !2LikeReplynick faulks29 Jan 2021 12:42PM@Mark Nile Agreed, you can bet on that.  Based on form, probably the day before schools are due to reopen.

[xxxxxy] 29/1/2021 12:42

Peter DeLaRoche29 Jan 2021 11:21AMThe EU will no doubt demand that the UK now transfers 80% of its 60 million dose order with Novavax to the EU under threat that the two witches Von der Leyen and Merkel and their poddle Marcon will come for us on their 'flying broomsticks' hastily converted from the surplus broomstick stock fortuitously ordered by Von der Leyen (the logistical wunderfrau) during her 'successful' period as German Defence Minister... Daily Telegraph

[minerve 2] 29/1/2021 12:41

So, perhaps you were part of a team in The City, trading volumes of stuff for Europe?

So what?

On your own you are nothing. Very different skill set is needed for being a small private investor and knowing about business.

[ignoble] 29/1/2021 12:31

Just reading that the UK has 360 million vaccine doses on order

Yet there are only 66 million or so people live here....
Thinking on, we have two jabs each so that is 132 million vaccinations

[minerve 2] 29/1/2021 12:31

I wonder what the UK contract says?

If it's the same no country should be claiming precedence.

At the end of the day no country in Europe is out of this mess until all countries in Europe are clear. That is pretty much a fact, especially with Boris and his clowns not controlling our borders and English numpties wanting to travel on holiday.

We aren't talking about bonbons here, after all.

[utrickytrees] 29/1/2021 12:29

Unfortunately you cant see anyway out for Scotland. If there is a 2nd referendum which is unsuccessful the SNP will just say 'oh well Scotland isnt ready for independence just yet' and they will continue to overlook their KPI's and build their nationalistic policies and rhetoric for another push in 5 - 10yrs time and all the while Scotland will fall ever deeper into hopelessness. An unratified referendum now sets a worrying precedent for the future where the mob rules.

[psychochopper] 29/1/2021 12:25

According to part of the Contract:

To the extent Astrazeneca’s performance under this agreement is impeded by any such competing agreements, Astrazeneca shall not be deemed in breach of this agreement as a result of any such delay due to the aforementioned competing agreement.

[minerve 2] 29/1/2021 12:20

Sure you did.

When you want me to test you, let me know.

[psychochopper] 29/1/2021 12:19

Min, I don’t need to read the books on DCF etc. Why? I wrote the models for the investment banks, changing the methodology where it was improper for the circumstances.

You’re swimming in waters too deep, sonny.

[minerve 2] 29/1/2021 12:16

Anyway, the arguing needs to stop and all sides need to start behaving like adults. I lost a family member this week, probably to COVID (yet to get the results). She was a vulnerable person in a wheel chair on oxygen tanks and had yet to receive the vaccine when she died a few days back. So all this about 'we are first in the queue' and nationalistic behaviour on both sides is quite sickening quite frankly. If the human race can't deliver better values world-wide than it is currently doing I don't see any point in us being here or being the intelligent species. We might as well be animals in Africa and let the lions rip the rest of us apart.

[minerve 2] 29/1/2021 12:11

You propose 100% and deliver about 40% - that's failure even if it is 'best efforts'. If it was successful we wouldn't be seeing the current argument.

[psychochopper] 29/1/2021 12:09

Min, “the vaccine roll out has failed”.

Keep digging.

[minerve 2] 29/1/2021 12:06

Min, what currency would an independent Scotland use ??

€

[psychochopper] 29/1/2021 12:06

Ask yourself where the Scottish credit spreads would be? The cost of servicing their debt would be significantly more expensive than England.

Worse, the assumption of their portion of U.K. Gilt debt in GBP would increase the Poond amount to service. The country would blow up financially in no time. Then, like Greece, all the talented Scots (and there are many) would move down south and Scotland would be like, er, Albania pre 1989.

[minerve 2] 29/1/2021 12:05

psycho

I was an investor of AZN several years back when everyone was waxing lyrical about GSK. Go and have a look at the threads if you don't believe me. I also was an investor of Abbvie, Eli Lilly and Roche. I made good returns out of all of them, thank you very much. For Woodford haters on this thread, he also invested in AZN and Abbvie.

I computed DCF scenarios on drug trial outcomes on some of those stocks to come to pricing conclusions. If you would like to learn the skill I can recommend a book for you. ;)

In reality AZN had a very good pipeline that eventually paid dividends. Clinical trials may have come out on the wrong side but thankfully for Soriot it eventually paid of. I mean he did turn down a very good offer from Pfizer at about a 45% premium to share price and shareholders then had to wait a further 4 years to see the real benefit of not selling. 4 years that that money could have been invested elsewhere.

This vaccine rollout by AZN hasn't just failed, it has failed by a massive margin. Sorry, that is not having control of your business. His ego is getting away from itself this time and it has caught him out.

[maxk] 29/1/2021 12:04

The poond in yer sporran would soar!

[lefrene] 29/1/2021 11:59

I wonder if the Scottish Poond were separated from Sterling right now, at what rate would it trade at on the FX markets? Somewhere rather South from where it is just now.

[mikemichael2] 29/1/2021 11:51

Min, what currency would an independent Scotland use ??