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Share Name | Share Symbol | Market | Stock Type |
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Nthn.Foods | NFDS | London | Ordinary Share |
Open Price | Low Price | High Price | Close Price | Previous Close |
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75.00 | 75.00 |
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Posted at 20/1/2025 09:28 by aleman Good morning. A cool start but no frost for a change. Typically, it's the brightest and driest day for a while, even if no actual sun yet, so I'd probably have been on my bike except I do indeed have all 3 boys off school. I hope to get that down tomorrow and maybe have the all back by Wednesday.CLIG got me, too. I think underlying investment performance looks reasonable but what can they do if global/US investors decide they want to withdraw from cheap and recovering Asian/emerging/front Another win for the Bantams. Our form has been top of the league since talisman striker Andy Cook got seriously injured. I always said he'd be playing at a higher level if he was not so lazy. We now have attacking players that are all press defences and turning the ball over in vulnerable positions, besides passing the ball around a bit more fluently instead of just hit it long and high to the big guy. |
Posted at 16/1/2025 15:52 by brucie5 REC is an interesting one which I've held in the past. Don't fully understand it, but it's basically a fund manager so liable to my AUM/mcap test of value.This is its Stocko descriptor: "Record plc is a United Kingdom-based specialist currency and asset manager. The Company delivers bespoke currency and asset management solutions for its institutional clients around the world. It provides specialist currency management solutions to manage the currency risk in private assets, share classes, feeders and other funds. The Company’s solutions include sustainable finance, currency management, asset management and other services. It simplifies currency hedging and provides cost-effective solutions to all currency-related challenges. It offers yield-seeking strategies across various private market asset classes, including EM debt, digital lending, private credit, and infrastructure strategies. It trades a range of instruments for its clients, including derivatives, such as options, futures, cross-currency and total return swaps, and fixed income instruments, such as bonds and loans. Its clients are asset managers, pension funds, foundations, and other institutional investors." And I have to say it's looking cheap, particularly since November update reported growth of 4% FUM to a "record high", since when the share price has cratered to a 4 year low. Understandably peeps are left scratching their heads. FUM 106bn macap (97m) = .92% EV (82m) = .77% In addition passes two good screens on Stocko including Best dividends. With current yield 9.47 - according to Stocko. I don't hold though have done in the past. But it's on the watchlist. |
Posted at 10/1/2025 17:36 by aleman I might need to report again later. My monitor now says I closed slightly up today rather than down so I'll recheck later if I have time.Brucie - as a full-time private investor of many years, looking for general buy and hold type investments, and not specialising in any sector or day trading or niche activities, I read a lot of varied stuff. I know a bit about a lot - but then have to search for links to back it up with the details. I've got quite adept at retreiving specific information to support the general points I want to make. I'm sure many other full-time investors will also read a lot, remember a bit, and then have to go looking for it again! :-) |
Posted at 10/1/2025 10:17 by aleman Good morning. Sunny and feeling warmer, though still subzero.UK 30-year Gilts yield 5.40% - a 3.4% real return if the B of E hits its target. That's a 170% real return over the 30 years, which could be very good for pensions investors and annuity buyers IF the B of E and Treasury manage to stay within their remits. The market is obviously doubting that a bit. |
Posted at 09/1/2025 11:45 by brucie5 Also Trumpian macro factors at work here. We literally do not know, week to week, what the Man in the White House will do, though unsurprisingly the markets may be listening to what he says."Investors are waiting to see whether Trump - who takes office on Jan. 20 - goes through with his threat to impose heavy tariffs on imports. Although Trump has not explicitly said Britain would face such duties, they would push up U.S. inflation and in turn increase yields on Treasuries and probably gilts which are sensitive to U.S. borrowing costs. CNN reported on Wednesday that Trump was considering declaring a national economic emergency to pave the way for tariffs. Any big Trump tax cuts and increased public spending could also be inflationary for the U.S. For the UK, the speed of interest rate cuts by the BoE is an important factor for gilt yields. Markets are pricing two quarter-point cuts this year while most economists expect four. If the economists are right, gilt yields would fall." |
Posted at 07/1/2025 10:45 by aleman UK 30-year Gilts now yield 5.22% (from 4.74% 5 weeks ago). The B of E mandate for CPI is 2% so that's a real yield of 3.2%. That's unusually high for Gilts. Do markets think the B of E will not hit its CPI target or is it market distortion from Q.T. that investors probably ought to be taking advantage of? It's this large real yield from Gilts that is pushing UK high yield shares down as their risk exposure becomes less appealing unless their yields go up. |
Posted at 04/1/2025 13:20 by bamboo2 For info, just going to put this Linkedin post here for comment.==================== Danny Mullins This is great news both for Retail Investors and Brokers alike! Showing again that LSEG is committed to helping democratise access to capital markets for Retail! London Stock Exchange 3mo • 3 months ago Retail investors play a major role in capital markets, contributing to market liquidity and driving market sentiment. The London Stock Exchange has long advocated for the greater inclusion of retail investors in UK capital markets so that they can share in the growth of UK companies. On Monday 30 September we announced that from January 2025 we are removing fees for retail investors to access real-time market data from the London Stock Exchange, becoming the first major primary exchange to do so. This means a full waiver on market data monthly end user charges for all customers that qualify as non-professional users. Retail brokers will be able to provide high-quality, real-time data based on liquid markets to eligible customers free of end user charges. This will drive more informed trading by retail investors based on the latest, most accurate data available, and lead to better outcomes for investors in UK securities. All this means we are bringing additional transparency to UK equity markets and supporting industry objectives to democratise access to capital markets – positive changes that we are driving in partnership with the wider financial markets ecosystem. The removal of these fees for data access has been welcomed by market participants, including some of the biggest retail brokers in the UK: Dan Moczulski, Managing Director, eToro UK, comments: "As a business which already works with the London Stock Exchange to provide our clients with high quality pricing data, we welcome this initiative. We are committed to providing our users with access to more exchanges, all without passing on the market data costs. People should be free to monitor, discover and invest in the stocks that interest them, irrelevant of the exchange it trades on. Initiatives like this will help us continue to offer a more localized trading and investing experience to our users in the UK and around the world." Tom Lee, Head of Trading, Hargreaves Lansdown, said “HL is supportive of this move as a part of the wider push to increase retail participation through lower costs, improved information in prospectuses and greater retail access to equity fund raising.” John Dobson, Head of Investment Solutions, interactive investor, says: “This is an exciting initiative from the London Stock Exchange, and we are fully supportive. Anything that helps level the playing field between institutional and retail investors is not only good for end-investors, but also our industry as a whole. We see this as a great step towards helping to democratise investing, which interactive investor has long been at the forefront of.” Learn more here: |
Posted at 27/12/2024 13:14 by mcunliffe1 In my early 20's back in about 1980 and on a company computer course in the Crawley area. It was a six week course, split as 1 week, then 2 then the final 3. All chaps. We found a Space Invader machine in the bar at the hotel near Gatwick airport (were we were staying) suffered from a fault that allowed anybody with a build up of static to touch their room key to the coin slot to rack up several credits.We were never off that machine and the manager kindly let us continue throughout the course given the large bar and food bills. I'd go to bed at daft-o-clock playing imaginary games in my head. Can't have been healthy. Happy days though. Ahead of the New Year I would like to wish everyone the best for 2025. The wife and I fly out to the far east for the New Year in Bali, then a cruise and will only intermittently visit this thread throughout - connection permitting. A prosperous 2025 to all investors here, and a peaceful year to everyone irrespective. |
Posted at 05/12/2024 16:17 by aleman Source for that earlier news item (with a link to detailed data at the bottom) :UK fund investors have been consistently selling down UK equity investments since 2016. (And Europe since 2018, and everything since Jan 2022 with the odd exception.) Is it because we can see the economy is so bad? Is it because taxes are being steadily increased on UK investors and UK investments? Is it because money is tight in this drawn out shallow recession and they're cashing up? Is it because they are old and they need cash to buy private health treatment (as NHS struggles more)? Is it the demographic cycle of baby boomers selling to fund retirement? Is it all of these? Whatever it is, it does not look a good trend. It's a strong headwind our investments have been struggling with and is seeing huge numbers of UK listed companies exit through bankruptcy, delisting, management buy-out, or takeover from other companies and private equity. |
Posted at 17/10/2024 16:47 by aleman UK pension funds have been selling off UK shares for decades thanks to risk management regulations leaning to bonds. The B of E has created a money shortage that has seen UK companies bought out for peanuts and the Labour government have created a tax scare that has acclerated selling. UK companies are disappearing, leaving not a lot for investors to choose from. Directors buy back shares rather than invest. It's very unhealthy and nobody seems to care - just take the money and run. If you wanted to destroy the UK as home for investment and create weak productivity growth, this is pretty much the way you would go about it. What else could you do to destroy it? Tax investors to death as well as companies, maybe!+0.3%. BEG recovered a bit from a big director sale and FRES perky again. Sunny all day and warm if you could get out of the breeze. I cycled and did ok but still feel I'm not where I should be. Soggy leaves were annoying. People are still worryingly self-engrossed/distr |
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