Kivver
- 27 Jul 2006 10:02
Considering we seem to be going through a worrying phase at the moment in the markets there are large percentage of very positive statements coming out. Lots of companies reporting best ever results and saying the outlook is good. Shell, BT, BAT, Rolls Royce, L&G, Reed Elsevier all reporting excellent figures today amonst 1 or 2 bad ones today.
John Piper (tech analyst) predicting the very worst for the markets in the coming months. I think if we can keep a lid on inflation, some peace in the middle east we will see a good rebound. How do you read it??????????
Stan
- 27 Jul 2006 10:11
- 2 of 32
Given up trying to predict things Kivver, i prefer to watch and then react accordingly to events if i can. Always interested to read what others think though.
Anyone else?
Kivver
- 27 Jul 2006 10:40
- 3 of 32
I am just wondering why the negativity, look at Wolfson and CSR yesterday. Making even more chips for a massive market of cameras, mobiles, mp3's, tv's, set-top boxes and much much more. Massive orders coming in, hardly shows a slow down in the economy. Perhaps thats where the danger is?? Over to others??
Kivver
- 27 Jul 2006 16:45
- 4 of 32
???????????????????????????????????
Kivver
- 31 Jul 2006 16:31
- 5 of 32
anglo-platinium surge, HSBC beats expectations, Pearson bounces back, Ultra lifts off, what more do the markets want?????
hewittalan6
- 31 Jul 2006 16:33
- 6 of 32
Its just the silly season, kivver. Many people still follow the old sayings and so little new money will flow in until September.
Alan
Technotamed
- 31 Jul 2006 17:00
- 7 of 32
This is many companies slow period around July, August. Top people on holiday so companies cannot get enough of the top together at once to make any major decisions around this time.
Kivver
- 01 Aug 2006 08:42
- 8 of 32
HBOS and william hill beats expectations, elementis and travis perkins, excellent results, growth at standard life. If we can keep a lid on the middle east, surely there has to be a delayed reaction, the markets should be booming. The only fear is the impact oil prices will have on future earnings.
kimoldfield
- 01 Aug 2006 11:49
- 9 of 32
Everyone's on holiday in Llandudno Kivver, I've seen them!
kim
Kivver
- 01 Aug 2006 12:36
- 10 of 32
ALL checking out the coppper mine kim, no doubt to see if can be reopened, lol.
kimoldfield
- 01 Aug 2006 12:41
- 11 of 32
I hope not Kivver, don't want any competition for AYM!! It's an interesting place to visit.
kim
ramu
- 01 Aug 2006 13:01
- 12 of 32
No crisis, just the unrest in Middle East & the Summer lull.
European markets tend to be more active from Oct to Mar. Online trading always peaks towards Xmas/New Year. Also, most companies year end falls in Dec or Mar and trading is usually active in anticipation of the full year results.
Kivver, my new year resolution is to invest only in companies in Footsie 250. Not much to gain or lose but less time consuming. Having said that there are some safe minnows in AIM like BNH and AVM. Good luck.
Kivver
- 01 Aug 2006 13:38
- 13 of 32
Ramu, have look at Kenmare resourses KMR, as we get closer to opening time, and the markets wake up a bit i am looking for 60p at least. DYOR, smaller shares always more risky, this is my biggest holding by far. Nice long term share for me is National Grid. Good Luck.
ramu
- 01 Aug 2006 13:55
- 14 of 32
Kivver, interims are normally in late Sep. Are you expecting any RNS before the interims? What is your timeframe for 60p? Thanks.
Kivver
- 01 Aug 2006 14:20
- 15 of 32
the mines is not even open, so will not expect them to make any money, and they have a large debt. It is debt against money expected to be made, analysts think the shares at worst should be worth 60p at best much, much more esp if offshoot agreements can be forged. The mine is reported to be on schedule to be ready to start production before the end of the year. I would hope 60p should be here by January 07. Have a look at http://www.kenmareresources.com/pdf/canaccordkmr0606.pdf you do need adobe reader to look at it.
ramu
- 01 Aug 2006 15:10
- 16 of 32
Kivver,
Very promising and I'm sure the SP will rise significantly once production commences. Also, 50% of the orders are prebooked which is comforting.
On the downside, world market prices for titanium and currency fluctuations will affect the SP.
Kivver, thanks for bringing this to my attention but I feel this share, like most in AIM tends to drift on lack of news and I'll plunge in when the SP is around 35p. Good luck.
Kivver
- 01 Aug 2006 17:43
- 17 of 32
Funny enough im waiting for something similar and this inflation scare may just do it. Dont think its an aim share btw.
Kivver
- 01 Aug 2006 18:59
- 18 of 32
US interest rates might go up, is that the crisis??
Kivver
- 02 Aug 2006 08:20
- 19 of 32
xstrata, cadburys, alfred mcalpine and lloyds alll with very positive results. I think its top up time ladies and gentlemen. Fste100 could end the year around 6400 - 6500 iMHO.
Stan
- 02 Aug 2006 10:12
- 20 of 32
Kivver, the market looks to the future and only sometimes the present.
Kivver
- 02 Aug 2006 10:38
- 21 of 32
doesnt look like it at the moment Stan, superb results and outlook day after day by big companies, but market down if anything. When all return from holidays i think we will see a bounce depending on the middle east of course.