Search found 25 matches

by PeterGray
January 20th, 2017, 9:53 am
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 33
Views: 868

Re: Trump news conference

So if Trump does tax imports hard and stops jobs vanishing does he also create serious price inflation which undermines the advantages that the blue collar see from more domestic manufacturing? The problem with protectionism is that in general the end result is bad for the overall economy. There ma...
by PeterGray
January 19th, 2017, 10:03 am
Forum: Banking Sector
Topic: HSBC CEO Says Bankers Generating 20% of London Revenue May Move
Replies: 7
Views: 343

Re: HSBC CEO Says Bankers Generating 20% of London Revenue May Move

This is clearly just an extension of project fear Of course, anyone who suggests that everything in Brexitland may not be rosy is a fear monger, while people who promise absurd sums of money pouring into the NHS, having cake and eating it etc after Brexit mustn't be challenged. Yes, you always need...
by PeterGray
January 15th, 2017, 7:00 pm
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 33
Views: 868

Re: Trump news conference

In the case of Brexit and Trump the elite with all their helpers including, sadly much of the press were confident enough to think they had controll of the crowd when it was clear that they did not have the kind of control or influence to secure their objectives. Certainly Joe Public is unhappy, an...
by PeterGray
January 14th, 2017, 3:08 pm
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 33
Views: 868

Re: Trump news conference

It is more normal for every one in such a project to pay their own expenses, even if a government grant is their source of income. Gravy trains need justification. You can always argue about the details of these sorts of arrangements. However, the fundamental point is that the sort of large scale p...
by PeterGray
January 13th, 2017, 6:27 pm
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Hurricane Energy (HUR)
Replies: 36
Views: 2038

Re: Hurricane Energy (HUR)

except that they are indicating H1 2017 for FID on the EPS Hopefully. There's no question there's a lot of oil down there. However, I'm not very interested at present in long discussions, and guesses, of the sort happening on a lot of bbs about just how much. They aren't going to have much impact o...
by PeterGray
January 9th, 2017, 5:03 pm
Forum: Brokers and Share Dealing
Topic: Barclays
Replies: 66
Views: 2032

Re: Barclays

I use neither TD or ii at present, though since one of my brokers is Barclays I'm more interested than usual in what other brokers are like! Judging by the descriptions that TD has the better service and systems and that ii is currently cheaper then, and bearing in mind that many brokers across the ...
by PeterGray
January 8th, 2017, 10:38 am
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Peak oil matters - the longer term
Replies: 16
Views: 976

Re: Peak oil matters - the longer term

I have no real view on peak oil. Except that it's likely to be a long way off in my investment horizons - more than 10 years or so. Whether in the end falls in demand (due to solar etc) outstrip supply, of whether the Manure hits the fan with demand outstripping possible supply first I won't judge. ...
by PeterGray
January 2nd, 2017, 6:49 pm
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: FEEDs
Replies: 31
Views: 734

Re: FEEDs

The voracious and hugely out of control public spending machine demands ever increasing proportions of GDP. Public spending as % GDP has been broadly flat since the peak during WW2. Slightly lower than now till the mid 60s, a bit higher than now for the next 20 years to the mid 80's, then slightly ...
by PeterGray
January 1st, 2017, 12:07 pm
Forum: Brokers and Share Dealing
Topic: Diversifying across brokers for FSCS
Replies: 16
Views: 500

Re: Diversifying across brokers for FSCS

I certainly don't try to do that - much too much trouble. I totally agree. It's impossible to manage once your investments get above a certain level.However, I do split them between 2-3 brokers - that both would help to limit losses in the extremely unlikely event of the sort of failure and fraud c...
by PeterGray
December 31st, 2016, 3:34 pm
Forum: Brokers and Share Dealing
Topic: foreign scrip dividends within ISA
Replies: 4
Views: 122

Re: foreign scrip dividends within ISA

I have to take the cash dividend - which is subject to witholding tax.

Scrips are also taxable, which is probably why Selftrade don't want to handle them - the tax treatment gets complex on foreign scrips.
by PeterGray
December 26th, 2016, 11:16 am
Forum: Share ideas
Topic: CARD FACTORY
Replies: 22
Views: 971

Re: CARD FACTORY

and the under thirties will get old.

But the under 30s won't suddenly start behaving as though they had been born 30 years earlier and start sending cards when they do get old.

They'll still be using Facebook while their youngers sneer at them for being so technologically out of date.
by PeterGray
December 24th, 2016, 9:54 am
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Hurricane Energy (HUR)
Replies: 36
Views: 2038

Re: Hurricane Energy (HUR)

Won't speak for dspp but 2) Why do you think it's unlikely Lancaster and Halifax are one mega structure? I'd say assuming not was a good default stance. As far as I'm aware there is little hard evidence to support it, other than some seismic that might be encouraging. It may prove to be the case, bu...
by PeterGray
December 7th, 2016, 1:42 pm
Forum: Mining & Metals
Topic: Fort Knox empty?
Replies: 5
Views: 335

Re: Fort Knox empty?

All seems to be above board, or am I missing something ?

Yes, we are living in the era of post-truth.

What matters is no longer what the facts are - it's what people say on social media
by PeterGray
December 2nd, 2016, 5:42 pm
Forum: Brokers and Share Dealing
Topic: Barclays
Replies: 66
Views: 2032

Re: Barclays

Barclays strategy on their stock accounts seems similar to that of a few years ago on their 'higher end' bank accounts. Weed our the smaller clients not earning much for them in fees, or force them into much more expensive offerings Except that somewhat bizarrely it's the bigger customers who are g...
by PeterGray
December 2nd, 2016, 11:32 am
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Oil Price
Replies: 7
Views: 691

Re: Oil Price

US shale producers are ready to step up production, having halved their operating costs since 2014 A big part of any drop in costs over the past 2 years is the fall in drilling, and the large number of rigs lying idle - so costs are at a low. If drilling starts up again to any significant degree co...
by PeterGray
November 29th, 2016, 2:29 pm
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Hurricane Energy (HUR)
Replies: 36
Views: 2038

Re: Hurricane Energy (HUR)

Thanks for the link, Carcosa, but I'm afraid I had to turn it off - I couldn't listen to the interviewer for more than a few seconds!
by PeterGray
November 28th, 2016, 5:06 pm
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Hurricane Energy (HUR)
Replies: 36
Views: 2038

Re: Hurricane Energy (HUR)

I agree, JT. Both very material - though perhaps not entirely unexpected.

I don't think momentum has really built up for the O&G board here on TLF - hopefully it may do in time. Thanks for posting.

Peter
by PeterGray
November 25th, 2016, 5:17 pm
Forum: Share ideas
Topic: Paul Scott on Avesco & how to spot potential bid targets - Mello Meeting
Replies: 4
Views: 264

Re: Paul Scott on Avesco & how to spot potential bid targets - Mello Meeting

It's certainly interesting stuff, and well worth watching. Where I'm a little sceptical is on the emphasis on looking for takeover prospects. Of course it's great when it happens, and I've had the joy of a taking a fairly large holding in a company that got taken over at 3 times the SP the following...
by PeterGray
November 16th, 2016, 5:02 pm
Forum: Brokers and Share Dealing
Topic: Irish Dividend Withholding Tax on LSE listed co.
Replies: 2
Views: 218

Re: Irish Dividend Withholding Tax on LSE listed co.

From Dividend Withholding Tax - General Information Leaflet (INFO 1 V4) http://www.revenue.ie/en/tax/dwt/leaflets/dividend-withholding-tax-guidelines.html 5. Which non-resident recipients are entitled to exemptions from DWT? persons, other than companies, who are neither resident nor ordinarily resi...
by PeterGray
November 16th, 2016, 11:22 am
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Soco Ops update
Replies: 3
Views: 653

Re: Soco Ops update

Another update today: http://www.investegate.co.uk/soco-international--sia-/rns/trading-and-operations-update/201611160700093028P/ Main news is that the Chinese have managed to come up with another reason to postpone the Mongolia payment a little longer. Doesn't seem to be any issue that it's due, b...

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