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George Osborne stamps about on stamp duty

Last year we saw the UK Index house builders have a good few days following George’s autumn statement in which stamp duty reforms were announced, and stamp duty was again part of this year’s statement. House building stocks were all well in the blue before the Osborne took the stage but quickly retraced half their gains…

Thomas Cook (TCG): Dividend holiday over

              25 November 2015 With terrorism and geopolitical related fears having hampered travel sector sentiment of late, investors are welcoming a strong bounce by Thomas Cook (TCG) shares this morning. This comes from a return to full-year profit after a half decade of losses, management’s upbeat observations on current…

Playtech / Plus500 – New cards please

    23 November 2015 Investors in Gambling group Playtech (PTEC) are folding this morning after the company announced that FCA regulatory concerns have put the kibosh on its June £460m acquisition of troubled CFD-broker Plus500 (PLUS). The deal was designed to provide a life-line for broker and expand PTEC’s online capabilities, however, it is…

Fed help for Commodities and Miners?

                20 November 2015 The latest minutes from the US Federal Reserve have increased speculation that December will finally see it take the plunge as the first of the major central banks to bring interest rates off their near-zero floor and start tightening monetary policy. However, surprising inactivity…

Traders Corner: Supermarkets Sweep

  20 November 2015 With only a few weeks to go until the Christmas festivities, UK consumers are already planning their strategies for purchasing presents for loved ones and making sure they are fully provisioned for holiday food and drink. With this in mind, could seasonality be a catalyst for the UK Supermarkets, giving them…

A short blog about being short copper

20 November It’s been a rocky road for commodities in 2015, with OPEC fighting a war of attrition against competitors and metals being battered by China’s slowing growth. Copper is no exception, hitting six-year lows  of $4,590 per tonne on 17 Nov. Confidence in copper has rapidly decayed –  a lot of Chinese money is…

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