Swen Lorenz

Zak’s thoughts – The Rat Pack, First Group and Vodafone

Zak’s thoughts – The Rat Pack, First Group and Vodafone

3 mins. to read

I have always rather fancied myself as being part of the great entertainment industry even though the industry may not feel the same way! Ideally, for someone of my age, being one of the Rat Pack was an attractive concept (more Dean Martin than Sam Davis Jr. mind!). Alternatively, in the world of cinema, then…

Will November be Friendly for Equities?

Will November be Friendly for Equities?

3 mins. to read

Today is the last day of October and a really busy day for many: the U.S. East Coast needs to start the clean-up of all the wreckage from hurricane Sandy; stock markets in New York have re-opened after an almost unprecedented four-day break and the night promises to be a long one with Halloween! With…

Market news round up, upgrades & downgrades courtesy of Cantor Index

Market news round up, upgrades & downgrades courtesy of Cantor Index

6 mins. to read

  For more interesting research & professional Technical Analysis from Cantor Index click here to register for free. 1 Nov 2012   UK Corporate Announcements Lloyds announces underlying pre-tax profit gained 148% and details that it is taking a further £1bn PPI provision and lowers its full year guidance on the charge Shell reports a Q3 net income of…

Market news round up, upgrades & downgrades courtesy of Cantor Index

Market news round up, upgrades & downgrades courtesy of Cantor Index

6 mins. to read

For more interesting research & professional Technical Analysis from Cantor Index click here to register for free. 31 Oct 2012 UK Corporate Announcements Barclays announces a Q3 adjusted pre-tax profit of £1.7bn in line with the forecasts and states that its performance in October was hurt by the challenging markets and subdued volumes and stays cautious on its…

Zak Mir – Ruspetro (RPO) Buy call

Zak Mir – Ruspetro (RPO) Buy call

1 mins. to read

I am sorry but I cannot resist this idea.  I know I should not be getting involved in a stock like this which could halve overnight and leave me with egg on my face but nevertheless, it would appear that Ruspetro (RPO) is currently lining up for a recovery, or at least trying to do…

Lonmin announces update – covenant issues resolved, $800m rights issue planned. CONVICTION BUY CALL @ 480P

Lonmin announces update – covenant issues resolved, $800m rights issue planned. CONVICTION BUY CALL @ 480P

4 mins. to read

Highlights from this mornings RNS –  Employees returned to work, ramp up to full production going better than expected.  First Platinum ounces to be produced on 31 October Platinum metal in concentrate for the fourth quarter down 45.7% (vs Q4 2011) due to illegal strike action in August and September o  Strike impact of around 110,000…

Market news round up, upgrades & downgrades courtesy of Cantor Index

Market news round up, upgrades & downgrades courtesy of Cantor Index

5 mins. to read

For more interesting research & professional Technical Analysis from Cantor Index click here to register for free. 30 Oct 2012 UK Corporate Announcements Standard Chartered states it has shown a strong performance in Q3, but stays cautious on the macro economic outlook BP announces a Q3 pre-tax profit of $5.43bn up from $5.04bn and lifts its quarterly dividend by…

Could Lonmin have been approached?

Could Lonmin have been approached?

3 mins. to read

Despite the best efforts of many “anal”ysts and hedge funds (given the very large short position there currently is in the stock) to push Lonmins shares decisively lower in the last several weeks, it is intriguing to me that the stock price seem to be hugging the 500p firmly (see 10 day chart below). There…

ENRC – CONVICTION BUY CALL @ 334p

ENRC – CONVICTION BUY CALL @ 334p

3 mins. to read

We have played ENRC twice now on the following dates and have made good money on boTH occassions, despite being stopped out on the balance positions. ENRC – Trading Buy @ 316p – 29 Aug 2012. Half position sold @ 354p – 14 Sep 2012. Stopped out of balance @ 330p – 24 Sep 2012. …