Bailey Pushes New FSB Initiative for Cross‑border Payments
Bailey makes new FSB bid to kickstart cross-border payments work https://t.co/iC7ZiAlciT via @LauraNoonanX @Alemrome https://t.co/sSnw6BJ8QB
DAX Holds Near ATH, Bullish EMAs Signal Potential Rise
#DAX small Up Candle and Sideways. Resistance ATH 25508. Support 24793, 24266. RSI 56 bit off Neutral. 13/21 day EMAs Bullish. Top Bollinger Band 25345. Midpoint Line 25030. Bottom Band 24721.
International ETFs Hit June 2023 Highs
International vs US stocks... fresh highs back to June 2023 on $VEU vs $SPY @stockcharts https://t.co/aAmaYUIj34
Vin Murria Vehicle Appears Cheap After Cash Strip
#ADVT "ahead of market consensus". 80% Recurring. £96m Cash. ShareScope has fwd p/e 14.7 falling to 14.2 but no Dividend, BEFORE 6% rise today. Strip out cash looks cheap. This is the Vin Murria vehicle. I don't hold.
TRCS Appears Cheap After US Win, Cash Boost
#TRCS "in line with expectations". New contract win in US. Net Cash £25.8m (up). ShareScope showing fwd p/e 11.5 falling to 10.6 and fwd Divvy 0.8% rising to 0.9% BEFORE 10% jump today. Strip out cash, could be cheap. I...
MEGP Jumps 7% on Auditor Delay, Buyback Plan
#MEGP hit 7% after Auditors delay to Accounts. Notably reiterates Guidance and announces a Share Buyback for after the results. Possibly a coin-flip but might work out very nicely. I don't hold.
Lagarde Likely to Exit Early, Knot Poised as Successor
Christine Lagarde is expected to leave the ECB before her term ends, paving the way for Klaas Knot to succeed her as president, according to a Bloomberg survey of economists https://t.co/rjUbI1zZMG via @jrandow https://t.co/aOgFWMclPG
UK Energy Bills Near Two-Year Low Despite Green Costs
UK energy bills hit almost 2-year low amid green cost shakeup https://t.co/1c5Ujc3rWO via @EamonFarhat https://t.co/i1fmG0aib3
EU Anticipates US Softening of Metals Tariffs Soon
EU sees the US easing impact of metals tariffs in the coming weeks https://t.co/qG2gkI6D64 via @AlbertoNardelli @europressos https://t.co/QmBgb5eFOv
UTG Dividend Yield Slips to 7.6% After Sharp Drop
After the big drop today, ShareScope now showing fwd Dividend Yield 7.7% FALLING to 7.6% for #UTG
Norway Central Bank Likely Pushes Rate Cut to Q3
Norway central bank seen delaying the next rate cut to the 3rd quarter https://t.co/DQxoj354TR via @ottummelas https://t.co/jKYdw66YUF
TPX Raises Guidance, Still Cheap Yet Unheld
#TPX raised Guidance and says has momentum. ShareScope showing fwd p/e 9.3 falling to 7.9; could be cheap still. I don't hold.
BTG Meets Expectations, Dividend up, but I Stay Out
#BTG (used to be #BEG ) "in line with expectations". "Challenging" backdrop helping them. ShareScope has fwd p/e 10.8 falling to 10.2 with fwd Divvy 3.8% rising to 4%; lot to like. I don't hold.
European Auto Sales Dip, EV Demand Softens Decline
European auto sales fall even as EV demand cushions the drop https://t.co/MRYjYElcs2 via @MonicaRaymunt https://t.co/fVEMCkDkcZ
FTSE250 Near Top Bollinger, Bullish EMAs Hold
#FTSE250 small Down Candle and Sideways. RSI 67.5 high but not Overbought. 13/21 day EMAs Bullish. Top Bollinger Band 23772. Midpoint Line 23510. Bottom Band 23246.
DAX Holds Near Resistance, Bullish EMAs Signal Potential Upside
#DAX small Down Candle and Sideways. RSI 55.5 bit off Neutral. 13/21 day EMAs Bullish. Top Bollinger Band 25304. Midpoint Line 25000. Bottom Band 24688.
Stocks Dip After Hot Week, Entering Consolidation
Stocks taking a hit today but things got very hot last week, so some Consolidation needed to calm things down a bit.
MONY Shows Strong Returns Amid AI Uncertainty
#MONY results look solid but obviously the Hefalump in the Room is treats from AI. ShareScope showing fwd p/e 8.6 falling to 8.1 and fwd Divvy 8.6% rising to 8.9% and remember there are Buybacks as well. Low rating but...
KLSO Boosts WRKS Stake, Calls It Deeply Undervalued
#KLSO increased stake in #WRKS - says very undervalued and mentions an EV/EBITDA multiple of 1.65x. I hold neither.
Rolls‑Royce Pushes UK for £3bn Engine Subsidy
Rolls-Royce urges UK government to commit to subsidies for £3bn engine project via @FT https://t.co/LKMrDQaW6X
AIM Index Near Resistance,
#AIM All Share Doji Candle. Resistance 822, 837. Support 796, 775. RSI 60 not high. 13/21 day EMAs Bullish but Lines converging. Doji on Weekly. Top Bollinger Band 818. Midpoint Line 812. Bottom Band 807.
Lagarde Warns US Tariffs Could Destabilize EU Balance
Lagarde says US tariff moves risk upsetting equilibrium with the EU https://t.co/ode7ZBLduy via @weberalexander https://t.co/HemjTQHk5r
FTSE100 Overbought at Historic RSI Levels, Sideways Trend
#FTSE100 doji Candle and Sideways. Resistance ATH 10746. Support 10253, 10050, 9819. RSI 82 crazy Overbought. Up Candle on Weekly. Weekly RSI 77 extremely Overbought; in last 40 years, the highest is RSI 80.
LEI Chartbook Shows Strong Economic Indicator
The latest LEI chartbook is up, and it's looking pretty good, if you believe this kind of indicator that is -> https://t.co/jA0iOD7MzE
Insane Wealth Tax Triggers Global Investor Panic
This is utterly moronic on all levels. Have Dutch politicians overdosed on stupid pills? An ‘insane’ new wealth tax has global investors panicking https://t.co/VsB8fRFFkX
VNET CEO Purchases 40k Shares at 69p
Joint Chairman and CEO at #VNET bought 40,000 shares at 69p each. I don't hold.
AZN's Calquence + Venetoclax Approved for CLL Treatment
#AZN Calquence combined with Venetoclax approved in US for treating Adults with Chronic Lymphocytic Leukaemia in a particular form.
UK Retail Sales Record Fastest Growth in 20 Months
UK retail sales begin the year with the fastest growth in 20 months https://t.co/GPGNaZk4Oa via @irinaanghel12 https://t.co/kAm5UcAWvQ
European Small‑Cap Funds Eye Amadeus Fire Amid Labor Uncertainty
Any European small/mid cap FMs catching the falling knife in Amadeus Fire? If Germany's labour market turns, it should have some legs, though perhaps its model is doomed?
FTSE100 Hits Record Highs Amid Earnings and Rate‑Cut Hopes
Another great discussion with @MrMBrown where we look at more record highs for the FTSE100, against a backdrop of decent earnings, and the prospect of a March rate cut from the BOE https://t.co/1QJd0kOMS5 via @PepperstoneFX @GoodMoneyGuide
Upcoming Earnings Spotlight: Rolls‑Royce, HSBC, Nvidia
Plenty to talk about on today's podcast with @MrMBrown including Rolls-Royce, HSBC and Nvidia set to report as February draws to a close https://t.co/gqZEqamM2t
Belgian Dentists Shift Half Pension to Private Credit
Belgian dentists recently allocating 50% of their pension pot to private credit after volatility has come down a notch. https://t.co/vOglUU153U
Takeovers and Venue Shifts Hollow Out UK Market
Not much News again. All these Takeovers and changes of Listing Venue have really hollowed out the UK market.
CNA's Dividend Rise
#CNA hit by Gas Price but raised Dividend. Positive long-term statements. I hold a tiny amount I inherited and not particularly interested in holding it.
Three Multinationals Generate Half of Ireland's 2024 Tax Revenue
Ireland’s corporation tax receipts have become increasingly concentrated with just three multinational companies accounting for almost half of all of the revenue stream in 2024, watchdog warns https://t.co/of9w2dPPpV via @livfletcher_ https://t.co/iNNIyP8iwQ
US Investors Turn Bearish on France as Macron Exits
US investors are gloomy on France as Macron era approaches its end https://t.co/a4q0NEuH3I via @WHorobin https://t.co/vhSuc9Ovr6
Topicus Mirrors 2015 Constellation Software Valuation
At the current market cap, Topicus is effectively a “2015-vintage” version of Constellation Software $CSU $TOI $TOI.V
Italy Cuts Carbon Charge on Electricity, Rattles Markets
Italy’s plan to strip carbon cost from power bills jolts markets https://t.co/RZ9Dw7uUKq via @E_Krukowska @Al_Brambilla https://t.co/aVgbxP1Rxm
Cooling Volatility Triggers Vol‑Control Funds to Add Equity
Vol Control funds are starting to re-engage. When realized vol cools, vol-control strategies mechanically add equity exposure. Vol ↓ → Positioning ↑ → Fuel for price. Still too early, but if realized volatility continues to cool off, this turns into incremental buy pressure...
UK Inflation Hits 2025 Low, Strengthening BoE Rate‑Cut Case
UK inflation slowed to its weakest level since March 2025, bolstering the case for an interest rate cut when the Bank of England meets next month https://t.co/yJqzpiJ61p via @irinaanghel12 @PhilAldrick https://t.co/a5Mov7Jkhv
ECB Study Finds Tariffs Sparked Minor China Trade Diversion
Tariffs caused just a small China trade diversion, ECB study shows https://t.co/2xTwmZXdG6 via @weberalexander https://t.co/NfggkusEyQ
Successor Must Be Independent, Pro‑Europe After Surprise Resignation
Bank of France Governor Francois Villeroy de Galhau says his successor must be independent and committed to Europe after his early resignation gave President Emmanuel Macron a surprise opportunity to pick the next central bank chief https://t.co/VVGP1D9Dj6 via @WHorobin https://t.co/rmqeTU4qJ7
CRE Shows Decent Results, But
#CRE results read OK although clearly the environment is tougher. ShareScope showing fwd p/e 10.9 falling to 6.5 and fwd Divvy 6.6% each of next 2 years. Reinsurance is high risk but it's an interesting business. I don't hold.
GTLY Beats Expectations, Offers Strong Value
#KEYS "Marginally ahead of current market expectations". Strong Update. ShareScope has fwd p/e 17.8 falling to 17.6 and fwd Divvy 3.9% each of next 2 years. With the 'beat' it looks good value. I hold #GTLY (which hopefully is also...
BA Beats Expectations, SharePad Valuation Improves, Dividend Rises
#BA. Results read well and market happy with them. SharePad has fwd p/e 27.3 falling to 24.2 and fwd Divvy 1.8% rising to 2%; it's getting quite a high rating but I'm happy to keep as my biggest position, as...
INPP FY Results and Investor Meet on March 26
#INPP FY Results Thursday 26th March with an Investor Meet presentation at 4pm that day:
Swiss Market Hits Record High as US Stocks Slide
Switzerland is hitting a new all-time high again today as U.S. stocks break down to new 6-month lows relative to European stocks. https://t.co/z6UH4K1Vfo
EU Resistance Threatens Effectiveness of New Russia Sanctions
EU countries’ resistance risks blunting latest Russia sanctions package https://t.co/ck1N8lGobr via @AlbertoNardelli @AfPalasciano @donatopmancini https://t.co/6LWNSkOoNN
ITRK Acquires Drone Solar Inspector, Yields Improve
#ITRK bought Aerial PV Inspection GmbH which uses Drones to inspect Solar Panels. No financial details given. ShareScope showing fwd p/e 17.7 falling to 16.2 and fwd Divvy 3.6% rising to 4%; classy business and decent yield now. I don't...
KLSO Bets
#KLSO bought 130,000 shares in #CVSG at 1,387p average. ShareScope has CVSG on fwd p/e 15.7 falling to 14.5 and fwd Divvy 0.7% each of next 2 years. CMA investigation still dragging on. I hold #PETS