KoR_Wraith
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Post by KoR_Wraith on Sept 24, 2020 9:23:40 GMT
In my view, the BBC is an establishment broadcaster and slightly biased towards the ruling government of the day, be that Labour or Conservative.
As such, you'll find disapproval of the BBC common on both the left and the right. Programming for every license payer to moan about.
I find Channel 4 News to be much more objective, with a focus on holding the ruling government of the day to account - a much healthier approach if you ask me.
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KoR_Wraith
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Sept 24, 2020 9:05:53 GMT
Post by KoR_Wraith on Sept 24, 2020 9:05:53 GMT
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KoR_Wraith
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Post by KoR_Wraith on Sept 18, 2020 14:23:52 GMT
I'm receiving all relevant repayment, withdrawal and the new loan email.
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KoR_Wraith
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Post by KoR_Wraith on Sept 18, 2020 10:24:22 GMT
Yep only 20% taken so far this morning. I am no judge of a loan as been burnt badly by both L and FS but to my view the combined security seems ok and turnover seems ok, maybe I am just to optimistic ? I took a big chunk this morning, had to wait for yesterday's bank transfer to be credited to my account. I've made no judgement on the viability of the business but the security looks decent.
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KoR_Wraith
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Post by KoR_Wraith on Aug 19, 2020 20:26:35 GMT
This might be a long shot but does anyone frequent a stock market discussion/idea sharing board/website that they would happily recommend?
My experience with LSE/ii/ADVFN mirrors the comments above; lots of cheerleading with little correlation between opinion and share price performance.
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KoR_Wraith
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Aug 6, 2020 8:24:23 GMT
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Post by KoR_Wraith on Aug 6, 2020 8:24:23 GMT
Instead of focussing on stock price, I'd say the real question is whether you see: - AMD achieving 3x gain in revenu in the next 5 years. Which is what's priced in with 150 PE ratio. - Intel not making any revenu gain during the same period with 8 PE. I think with the increase of the semi conductor market and how deep are Intel connections with servers business, they'll keep growing... Its an easier bet to have some increase of revenu (Intel) than a very big expectation that's now built in for AMD Rational suppositions, however, we differ on the detail. AMD is positioned for significant revenue growth, but more importantly, significant profit margin growth as it capitalises on its technological advantages. Whilst it's true that Intel has long standing connections with the server industry, this is actually the area in which they are most exposed. One of the key advantages AMD now has over Intel is that its chips output almost half the heat of their Intel counterparts, at a lower cost and the same performance. A long standing relationship does not counterbalance such stark differences, especially when cooling is one of the biggest ongoing costs to data centres/server farms. This is a once in a decade turning point and it is yet to fully play out.
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KoR_Wraith
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Post by KoR_Wraith on Aug 5, 2020 21:29:41 GMT
Intel has enjoyed market dominance in the CPU space for over 10 years, however, AMD's products have surged in the last 18 months and will continue to do so for the next 18 months.
As things stand, I'd expect AMD to hit $100 before INTC hits $60.
The recent drop in Intel's share price reflects the expectation that AMD will gain significant market share and momentum going forward. As this expectation becomes reality I expect INTC will struggle to achieve meaningful gains.
Intel's past performance is near irrelevant, AMD's product stack has improved incomparably and Intel has no response.
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KoR_Wraith
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Post by KoR_Wraith on Jul 14, 2020 14:58:54 GMT
If it goes to the S&P, I'm quite confident it's going to stay high in the mid future. Basically all pensions, institutions and index across the world would suddenly buy in without considering fundamental. Just as part of an index % This is widely known and has undoubtedly been a factor in its recent run up - admission to the S&P may in fact lead to a profit taking sell-off, decreasing the price at the same time as institutions and trackers are required to buy-in. *shrug*
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KoR_Wraith
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Post by KoR_Wraith on Jul 14, 2020 11:28:52 GMT
I think that Tesla's share price is due a huge downwards correction in the near to mid future, however, to short such a hot stock is very risky.
As the old adage goes, the market can stay irrational longer than you can stay solvent.
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KoR_Wraith
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Post by KoR_Wraith on Jun 19, 2020 19:04:02 GMT
"The only way to ascertain whether an individual’s live loan parts are original or secondary market purchases, is to cross check the date of each loan part purchased by each investor, with the date that particular loan went live (or a development tranche went live). If the loan part was purchased prior to a Go live date, the Joint Administrators could reasonably assume that this was an original purchase. If the loan part was purchased after a Go live date, the Joint Administrators could reasonably assume that this was a secondary market purchase.
There are approximately 10,500 investors on the platform and significantly more individual loan parts, potentially into the millions. This secondary market analysis would therefore be a tremendous exercise and still relies upon a number of assumptions. The Joint Administrators consider that this will be essential for considering investors proof of debts."
Does anyone know why it matters whether the investment was a 'primary' or secondary market purchase?
Sounds like a tedius and costly exercise...
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KoR_Wraith
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Post by KoR_Wraith on Apr 3, 2020 10:16:23 GMT
The experts are advising social distancing behaviours, if not a 'lockdown', to remain in place for many months. I don't think the impact of such behaviours has been fully reflected in share prices.
The S&P 500 has only dropped to where it was in October 2017. Does anyone recall any such economic upheavel back then?
I certainly don't. If memory serves, I believe we were all (well, mostly all) happily throwing money into Lendy DFLs at the time.
The FTSE's graph looks very different to the S&P 500, with minimal upwards movement over the past 20 years, does anyone know the underlying reasons for such varied performances?
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KoR_Wraith
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Post by KoR_Wraith on Mar 17, 2020 18:37:26 GMT
I became increasingly concerned by the delay of the IPO listing and sold at a small discount a couple of months ago. With coronavirus causing economic chaos I'd be seriously considering the current 80% offer to buy if I had any left.
Edit: Just noticed the buy offer is only for £8
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KoR_Wraith
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Post by KoR_Wraith on Mar 17, 2020 18:19:45 GMT
Having watched today's press conference with the PM and Chancellor, I noted there was absolutely no mention on how much this is going to cost all of us saving a lot of worthwhile firms but no doubt a bunch of 'zombie' ones as well (already being kept alive by ultra-low interest rates). What with state spending as a percentage of GDP already due to be at a decades high level, I can't see many confusing the Tories with economic right-wingers. Not to worry, they'll sneakily cut spending on education/healthcare/local government/welfare, increase VAT to 22.5% and do everything they can to avoid harming the top 1% - you know, the part of society that both the last 10 years of economic policy has most benefited and can most afford to pay for this pandemic. Who knows, we might even see a return of the currently shelved corporation tax cuts.
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KoR_Wraith
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Post by KoR_Wraith on Mar 17, 2020 11:18:08 GMT
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KoR_Wraith
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Post by KoR_Wraith on Mar 16, 2020 23:06:39 GMT
I think we can safely assume that increased handwashing amounts to roughly 0% of national water usage. The water companies wouldn't agree. Each person uses ~2 litres per hand wash: e.g. www.south-staffs-water.co.uk/media/1539/waterusehome.pdfLet's be conservative and assume just 4 additional washes per person per day, in view of the current advice. That's an additional ~8 litres per day per person. The average person consumes around 150 litres per day at home (same reference as above). So the additional washes amount to at least 5% more home water consumption. In previous years, some water companies have struggled to meet summertime demand even without this >5% overhead. Touché! Or perhaps not... In England and Wales, an average of 150 litres of water per person per day is used in the home, in comparison with the average of 860 litres per person per day for domestic, industrial and agricultural purposes. ~8 litres per day = +0.93% extra consumption. An additional thought; February was incredibly wet this year and if memory serves then years in which water shortages occur are preceeded by unusually dry winters (rainfall during winter months replenishes aquifers).
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