James E

Mainly here to put a few markers down on investment ideas/economic outlook. Learning through discussion, not financial advice.

[James E @Mr___JJ]

With all the hype/backing SpaceX has, I could see the share price rising 30-50% vs. its IPO price of $135 today (already up 20%+ in the first hour) but I'm probably going to look at a moderate short position in a week or two when its a little more "settled" (current trading volumes are fairly substantial!)

[James E @Mr___JJ]

@John_Stepek One last check in on Synthomer given its 480% gain in four months which over that time makes it the fastest rising UK share by a mile, hopefully a few people jumped in at a similar time and ran their winners vs. my meagre profit that just about gets me lunch for a week!

[James E @Mr___JJ]

@John_Stepek And now pretty much at the previously mentioned 50p, this kind of thing does happen from time to time and while missing out on a further 50% upside in two days is pretty rough, at least it shows the original idea delivered.

[James E @Mr___JJ]

@MerrynSW Workers can also save a bunch by having their lunch for dinner every day. Oh, right...

[James E @Mr___JJ]

@John_Stepek Apparently Murrell bragged to Sturgeon he'd also bought 500 kitchen rolls.

When asked by the media why she'd stayed quiet about them all this time, they were told it was too much to absorb.

[James E @Mr___JJ]

@clarkaw Even the picture is leaning to the left.

[James E @Mr___JJ]

@John_Stepek @otigart Tesco up 130% in less than 4 years plus a dividend, not quite as impressive as some of its American cousins but "every little helps"

[James E @Mr___JJ]

@Woodywudpeck 33% vote share choice at the GE (now down to 16%) attempting to obstruct a 52% vote share choice

[James E @Mr___JJ]

@John_Stepek So no vetting again I guess? 5 min in Gemini rustled this up on old Brown.

[James E @Mr___JJ]

A bond market crisis is prob the starting point to reminding us we have to live within our means.

We prob then need about two full terms of a government laser focused on returning the country to its entrepreneurial roots (i.e. pre Labour) willing to deal various interest groups, unions, etc. that are willing to use every tool at their disposal to resist any movement back to sanity.

It is possible but perhaps difficult to imagine without a huge shock like a war/natural disaster/bankruptcy. If not we'll continue to weaken the country to pay for all this until anything of value is completely tapped out.

In the meantime, as an individual investor though, its pretty easy to guess what will happen next so we can invest accordingly.

[James E @Mr___JJ]

@John_Stepek @MerrynSW I think Starms is doing a great job.

I put a wager on Kemi still being Conservative leader at the next GE at 9/2 a while back, now partly thanks to the PM she's odds on to be there!

[James E @Mr___JJ]

@MerrynSW Certainly seems like a major factor. Walmart with 45% shares family owned, maybe another 20-30% held by passive funds is valued at about triple Tesco's PE ratio (also partly on its AI potential, though perhaps Tesco has the more impressive supply chain technology & systems).

[James E @Mr___JJ]

@John_Stepek Apparently the press officer can’t get off the bus 🚌

[James E @Mr___JJ]

Oh yeah, there's no such thing as a free lunch!

I console myself with the fact that in the short term Octopus would cap the max price they would charge at 100 pence per KWh and I could revert back to a standard deal if it was clear agile prices would remain high (like the Ukraine invasion).

[James E @Mr___JJ]

@RidyardMike Yeah it looks like the 9th/20th of March and 8th Jan were the most expensive this year.

To make major savings on an agile tariff, you definitely need some battery storage to make it work well (i.e. 50-70% saving vs. a standard tariff).

[James E @Mr___JJ]

The plug in solar doesn't seem to offer much other than cheaper energy in the middle of the day and if you're already on an agile tariff a KWH can already cost virtually nothing over that time.

Also it definitely won't help during a power cut.

For a single household, I think if circumstances allow, buying a high capacity battery (Jackery, Bluetti, Anker Solix) when it’s on sale and combine that with an agile electricity tariff (dynamic rates every half hour published the previous day) can work very well, maybe giving you a chance of reducing your variable electricty bill by 50-70% (charge it 12pm-4pm, 1am-6pm using a scheduler on their app).

Plus has the added advantage that you have some stored power during a power cut.

[James E @Mr___JJ]

@RidyardMike I agree, the main reason I actually setup a solar generator is so I’ve got some battery backup if there are some power outages in the next few years.

[James E @Mr___JJ]

@MarketBlondes Maybe one day, someone will get Miliband to confirm on camera that his theory works both ways, that building our own energy security back up by exploring the North Sea definitely won't increase the costs of gas & oil so therefore worth doing.

[James E @Mr___JJ]

BREAKING: Miliband has now accepted the fact that natural gas will still be heating most of our homes at least ten years from now so is fast tracking North Sea exploration & has ordered that the Rough natural gas storage facility is online for the upcoming winter so we don't have to keep buying at the max price day after day.

Just kidding, happy April Fools day everyone!