Bessent said “It’s mortgages, it’s cars, it’s real wage gains,” - Tesla sent a letter to Trump saying tariffs will whack 'em. Why aren't car suppliers a buy here? (I own some Linamar, but maybe I should own more)

17.03.2025 10:54 — 👍 2    🔁 0    💬 0    📌 0

I listened to 5 minutes of that episode and had to turn it off... So much bullshit in there, but 10-15% cash 'as a residual of the proces' was probably the dumbest bit... Sounded like your average 'quality investor' with a cash position to comfort the nerves

17.03.2025 09:57 — 👍 2    🔁 0    💬 0    📌 0

Castings #CGS.L H1 results, badly affected by lower heavy vehicle demand with revenue/profits well down on previous yr. Cash pile also down but still have £16M cash (£31M). Expect production efficiencies to improve in H2, assuming no further reduction in demand should be inline for full yr.

13.11.2024 07:24 — 👍 6    🔁 1    💬 0    📌 0

I like that idea!

13.11.2024 06:52 — 👍 0    🔁 0    💬 0    📌 0