Northern Foods Share Discussion Threads

[aleman] 30/12/2024 10:22

wllmherk
28 Dec '24 - 22:10 - 91549 of 91559

I plan to stick with my investments in Renewables though as Labour love their green policies and these should do well.

I have a couple of small green energy stocks and I have doubts. Future pricing is opaque while current pricing is weak. Green energy shares drifted lower all year and then accelerated down when Labour got elected and reiterated their intent to massively increase green energy production. Increasing supply into weak prices is hardly a recipe for higher profit unless they intend to get the taxpayer and bill payers to subsidise them much more, which is going to start seeing resistance. We'll just have lots more energy when it is not needed and still risk shortages when there's no sun and wind. Our energy policy has made no sense for several years and Labour seem intent on doubling down on it.

I only invested modestly in late summer after green energy shares had come down a lot so have not lost a lot but I increasingly think the economics of energy supply look a mess and wonder if they could eventually go to zero and the assets end up with private equity, etc.

[dr biotech] 29/12/2024 19:25

We use the Dunlop forts for our league games. They are ok, can be a bit low by the 4th set and generally you can’t read the writing by then (on our hard courts) but you can read it when playing mixed or on carpet courts. I prefer Head Tour and Wilson’s, though this winter we have been using a lot of pressureless balls for general hitting as they retain their bounce for 10 sets or longer (essentially until the felt wears out).

Amazon aren’t so great for balls. Stringers world and PDH sports are much better - I’ve used both and if you buy a few they are somewhat cheaper. I try and avoid sports direct though as they have been hopeless, unless you get them in store.

[wllmherk] 29/12/2024 12:26

Dr B, I ask for tennis balls every year, I actually prefer Amazon vouchers so I can shop around for the best deals, Head Radical or Head Championship are my preferences to be honest. All Tennis clubs up here use Dunlop Forts for league matches, I find they wear out very quickly but I guess the LTA has an agreement/contract in place with Dunlop. Recieved a £50 voucher from my daughter and this was spent on tennis balls. Body improving, slowly.

wllm :)

[gateside] 29/12/2024 11:04

I got
6
7
7
7

[gateside] 29/12/2024 11:04

Skinny you beat me to it!

[gateside] 29/12/2024 11:03

https://www.bbc.co.uk/news/articles/cly722nj2z6oQuiz part 4

[skinny] 29/12/2024 10:59

Good Morning.

I misread this as "stocks" not "socks" :-)






At least I was consistent!

8,7,8,7.

[dr biotech] 29/12/2024 09:37

Thanks for the update wllm. Hope the body is recovering. I received 13 tubes of tennis balls this year as presents which is a record for me. All welcome as I go through a lot and no Head Radicals in there either which are only good for a set at most.

I’m going to have to have a great day tomorrow to catch DF. I have to add on this months dividends, but having just looked it will only add 0.03% on so not a lot of help.

[kiwi2007] 29/12/2024 09:29

Spent the last few nights wathching the Southern stars in a very isolated (clear sky and light free) part of northern NZ. Biggest bonus was the international space station passed almost overhead two nights ago and a bit further North last night. Waved to them but don't think they waved back ;o(

[malcolm caton] 29/12/2024 09:19

Thanks for update wllm.

[wllmherk] 28/12/2024 22:17

Standings 27/12/2024

Pos:Chg:Name::::::::::Performance

1st = DeanForester::::+6.93%
2nd ↑ Dr Biotech::::::+6.05%
3rd ↓ scottishfield:::+5.87%
4th = Carpingtris:::::+5.86%
5th = Blueliner:::::::+5.17%
6th = Philanderer:::::+4.34%
7th = MrP:::::::::::::+2.97%
8th = Aleman::::::::::+2.50%
9th = Malcolm Caton:::+1.76%
10t = Skinny::::::::::+1.57%
11t = Wllmherk::::::::+1.15%
12t = Gateside::::::::-5.12%

I'll edit the table once MrP gets a chance to post,

wllm :)

[wllmherk] 28/12/2024 22:10

I don't think I would believe anything in the Guardian Justice, hardly impartial. The comment in the first paragraph about the media being anti-Labour is laughable.

As 2024 draws to a close I do worry about the year ahead as the policies being pursued by Labour are not pro-growth, in fact they will have the opposite effect. I plan to stick with my investments in Renewables though as Labour love their green policies and these should do well. However, they have struggled badly in recent months along with REIT's, both are sensitive to interest rates and whilst I think there will be further cuts I have this nagging fear that gilt/bond yields continue to rise meaning interest rates remain elevated for longer. It's very difficult to predict what investments will do well in the UK stockmarket in 2025, but, my predicted dividend income for next year looks like being my highest ever, SBLK, my largest holding, recently cut their payout, hopefully, none of my other holdings follow suit.

wllm :)

[gateside] 28/12/2024 13:21

I got 7/13

[gateside] 28/12/2024 13:21

https://www.bbc.co.uk/news/articles/czen86957ndoPart 3

[deanforester] 28/12/2024 13:08

I was up +0.525% (FTSE100 +0.423%) on Christmas Eve and +0.017% (FTSE100 +0.157%) yesterday; Up +0.49% on the week (FTSE100 +0.81%) and up +6.93% YTD (TSE100 +5.39% and HIX +4.67%).

Best rises (Tue):VOD +1.95%, SMDS +1.58% the PHP and S32, both +1.26%).

Worst falls (Tue):TATE -0.61%, BT,A -0.55% XD and TW. -0.49%.

Best rises (FRI):DGE +1.50%, BP. +1.10% and PSON +0.90%.

Worst falls (Fri): S32 -2.07%, HLN -0.99 then SGRO and TW., both -0.74%.

Apologies for lateness, too much to do yesterday.

Had a good Christmas in Oxford. Very misty/foggy on the drive home.

No time for quizzes, I'm afrain. Enjoy the weekend.

DF

[gateside] 28/12/2024 10:58

6/13 & 7/13 on the quizzes Thanks for posting the links :)

[skinny] 28/12/2024 08:34

A couple of quizzes for those so inclined.






I discovered earlier doing the Times 'Where was I' competition, that the writer of Michael Jackson's Thriller, was born in Cleethorpes!

[carpingtris] 28/12/2024 07:29

+1.05% for the week.

YTD is now +5.86%

Good weekend all :)

[skinny] 28/12/2024 06:59

Good Morning.

I finished up 0.15%, and +1.57% YTD.

Another misty start @4C.

Keep warm, and enjoy your weekend.

[wllmherk] 27/12/2024 22:07

Played tennis indoors this morning on a hard court, managed to take a set off my opponent on an indoor court for the first time. I have a winning record against him, but, have lost all 5 matches we have played indoors. We decided to play a 5 setter and managed to complete 3 sets in almost 2 hours. I kid you not I'm walking like John Wayne, my knees are not happy.

On the market this week I'm up +1.13% taking my YTD figure to +1.15%

Best share was CSN +3.09%, worst performer was SUPR -2.15%.

Only 2 days to go until the final standings on Tuesday 31st Dec, we then reset and go again from Friday 3rd January.

Have a nice weekend gents, weather forecast looks horrible for the next few days up here.

wllm :)

[blueliner] 27/12/2024 19:14

Just about worth doing some figures.
On the shortened week +0.66%
Share of the week : CSN
There are a few more dividends payable Mon/Tues upcoming.

Increased my NG. holding today.

YTD + 5.17%

Foggy 5C.

Good result at MK Dons, for the Magpies, incl first league goal for for George Abbot a Spurs loanee, looking at last nights game perhaps they could do with him in their first team.

[gateside] 27/12/2024 19:01

Up about 1% on the week My two largest holdings, AZN & SHEL both did well.With my poor performance this year, have had a big review of my portfolio, will not make any drastic changes, but have identified two Global Investment Trusts and two ETFs which would add extra diversification. Might look at drip feeding into them in the new year. YTD is -5.12%Looking forward to resetting it to Zero YTD :)

[dr biotech] 27/12/2024 18:48

I forgot it was a Friday. Actually a decent week, up 1%, 6.05% YTD

[philanderer] 27/12/2024 18:43

Portfolio -0.17% , DGE and BP the best ones , WTB and MKS the main fallers.

+0.2% for the week, making +4.34% YTD

Dark and dank all day 7C.

Last of the turkey tonight with a curry. Bottle of merlot.

Early to bed as we're up at stupid o'clock to travel to Estepona, Spain for five days. Hopefully a bit warmer . Hotel has wi-fi so updating numbers should be no problem.

A Happy New Year to everyone .