Trading the stockmarket (NO Referrals)

LostCorpse said:
for those with intel
did you see : https://techcrunch.com/2025/02/16/b...ly-exploring-deals-that-would-split-up-intel/
makes e a bit hesitent to invest in them at the moment. even though i see a good oppatunity.
maybe im seeing the wrong take on it?
Click to expand...
trump won't let it happen.
He wants it to be an American company manufacturing in America


What I heard is more likely to happen is TSMC help intel with its fabs, assuming it even can and assuming they even need the help.
in return TSMC get to use one of Intels USA factories that probably cost intel about 80billion to set up with both sharing revenue

 
Last edited:
if im honest it wasnt so much the TSMC i was thinking but the Broadcom angle/interest.

"Broadcom is reportedly considering an acquisition of Intel’s chip-design and marketing business"
this seems a significant part of the business to me? the Cip Design

like you say i cant see Trump giving up control but if its on US Soil he can also claim it citing national securityat any time, i can see that happening depending how the China side of things go.
potentially it could incite china to take more direct action with Taiwan for control over US assets critical assets.
over thinking it i know.
 
Last edited:
Intel hovering about 5 percent up overnight, can see this increasing premarket (maybe) would be nice to break back through $25
 
Last edited:
Anyone knows how “section 431 elections” work?

If so, can I have the TLDR/dummies guide to them? I think I know how it works but just want clarification.

I assume the value of the shares that I was given are considered as a taxable benefit and will be part of my taxable income for the year?
 
moon man said:
Intel hovering about 5 percent up overnight, can see this increasing premarket (maybe) would be nice to break back through $25
Click to expand...

Well it briefly reached $25 earlier. I cashed in at 24.95 for just over $1 (aud) per share. Not much, but not held long.
 
slinxy said:
Anyone knows how “section 431 elections” work?

If so, can I have the TLDR/dummies guide to them? I think I know how it works but just want clarification.

I assume the value of the shares that I was given are considered as a taxable benefit and will be part of my taxable income for the year?
Click to expand...

Complicated but yes. It's basically to stop people/employees acquiring shares / income / rewards from being passed on in terms of capital returns.

There are two values to shares you acquire...

Assuming you are UK resident, and not anything else.

There is AMV (actual market value) and UMV (unrestricted market value) of those shares.

So unless you pay the full UMV for the shares as at the time of their acquisition (or elects, for tax purposes, to be treated as having acquired the shares at their UMV as set out below), part of the future growth in value of the shares may fall to be taxed as income rather than capital.

I believe you have 14 days from the acquisition of the shares to elect what you are going to do with them. Your employer will need to submit some returns whether a section 431 was entered into or not.

Longer more detail response - https://www.macfarlanes.com/media/mxvpzbdr/faqs-section-431-elections-2.pdf
 
I'm averaging $24.43, thinking I might hold till middle of the day but then if they rocket up I'd be gutted!
 
Rob_B said:
I'm averaging $24.43, thinking I might hold till middle of the day but then if they rocket up I'd be gutted!
Click to expand...
It's a tricky call short term , the news keeps pouring in and we have a catalyst, if it dries up maybe it will ease, with me I obviously grew up with the name plus all the noise about chip making in USA plus have a nice buffer now that is easier on me mentally when it drops , but yep long term
 
moon man said:
It's a tricky call short term , the news keeps pouring in and we have a catalyst, if it dries up maybe it will ease, with me I obviously grew up with the name plus all the noise about chip making in USA plus have a nice buffer now that is easier on me mentally when it drops , but yep long term
Click to expand...
it's inside my SIPP anyway so that's at least another 6-8 years before I consider options with that.
Majority is simple tracker stuff / EFT's and they have been flying over last 18 months. Then some play money (around 10%) in Intel / Tesla / First Group (200% up in last 2.5 years) / Ferrexpo etc
 
Intel going crazy price target of $27 just came through in the t212 feed , expecting to see some big reds that shake the tree soon , I only put more in Friday because I messed up a skim and used my buffer so threw it in this one , have a feeling if it dumps though it does it in style
 
Last edited:
Hit 600% on my Rolls Royce shares... if only had got in when it was at 70p or below and put a bit more money in. In hindsight easy to see the huge potential they had, with technical capabilities and industry presence that are very hard for competitors to match, temporarily disadvantaged by uncertainty over covid etc. But then at the time without the benefit of hindsight it did feel potentially risky and I'm not sure many people would have expected such a rapid recovery (I certainly didn't).

I sold a few other shares last month and need to look at rebalancing things a bit. Not sure there are any opportunities as good as RR but will have to see.

Still feels like there's a lot of uncertainty in lots of ways amd tempted to hold onto more cash at the moment, but wouldn't really know it looking at the S&P 500...
 
Last edited:
booyaka said:
Complicated but yes. It's basically to stop people/employees acquiring shares / income / rewards from being passed on in terms of capital returns.

There are two values to shares you acquire...

Assuming you are UK resident, and not anything else.

There is AMV (actual market value) and UMV (unrestricted market value) of those shares.

So unless you pay the full UMV for the shares as at the time of their acquisition (or elects, for tax purposes, to be treated as having acquired the shares at their UMV as set out below), part of the future growth in value of the shares may fall to be taxed as income rather than capital.

I believe you have 14 days from the acquisition of the shares to elect what you are going to do with them. Your employer will need to submit some returns whether a section 431 was entered into or not.

Longer more detail response - https://www.macfarlanes.com/media/mxvpzbdr/faqs-section-431-elections-2.pdf
Click to expand...
Thanks, I've read a few pages about it last night...

My lameman's explaination for it is;

company gives me shares... I have choice of not accepting them or accepting them and paying tax and NI on value of them now or later when I sell them.
in my particular case I only have the option of paying tax and NI now or not accepting them.

The value of the shares are considered apart of my taxable income for the year, shame that they are doing this at the end of the tax year else I would be able re-work my taxable income thoughtout the year.

This will stop me from having to paytax and NI when I sell the shares, but the amount puts me over the 40% tax bracket again, so I have to put that amount into my pension to offset it.
 
slinxy said:
Thanks, I've read a few pages about it last night...

My lameman's explaination for it is;

company gives me shares... I have choice of not accepting them or accepting them and paying tax and NI on value of them now or later when I sell them.
in my particular case I only have the option of paying tax and NI now or not accepting them.

The value of the shares are considered apart of my taxable income for the year, shame that they are doing this at the end of the tax year else I would be able re-work my taxable income thoughtout the year.

This will stop me from having to paytax and NI when I sell the shares, but the amount puts me over the 40% tax bracket again, so I have to put that amount into my pension to offset it.
Click to expand...

I would agree that's basically accurate as far as I understand... Not read about them for a while but remember from years ago getting asked about it.
 
Silly question but is everyone buying and selling their shares within a S&S isa?

I transferred in approx £19,000 of shares from my work sharesave scheme this year and plan to fill my S&S isas for the next few years to build a nest egg for retirement.

My question is around what I can do within the ISA, if I sold the shares tomorrow for £19,000 what can I do with that money, can I reinvest that £19,000 within the ISA wrapper in a more diversified portfolio of EFT’s or have I only got £1000 left of this year’s allowance?
 
You must log in or register to reply here.
Back
Top Bottom