Jpm Bb Usa Eq Discussion Threads

[battlebus2] 30/11/2023 22:17

Ended November up 4.4% though I’m still down -4.2% YTD. Hopefully December will be as good 🤞

[battlebus2] 30/11/2023 17:27

I’m also considering RTC Cowie.

Eeza that about sums it up. We also have shares trading at 25% discount to the possible tender which is stupid when they don’t want buyers.

[cowie19] 30/11/2023 16:30

Stuck my toe in with recent buys of RTC, ITH and small top up of SQZ.
Portfolio currently -5.69% ytd.

[eeza] 30/11/2023 15:27

Problem for many is that the tender is after de-listing - and a lot of platforms don't allow de-listed shares, so they are forced to sell beforehand.

[battlebus2] 30/11/2023 15:24

Another delisting 🥴. Today it’s QRT with a risky possibility of a tender at £1.50. It’s a conundrum I didn’t need. Sitting on my hands for now.

[bigbigdave] 30/11/2023 09:33

Very pleased with AT. acquisition and trading update this morning.

[battlebus2] 30/11/2023 08:16

A couple of RNS’s catching my eye this morning. CTO what seems a good update but when you read it closely it’s not so good and WYN a former holding warns, it’s always a difficult share to judge as one year of bad weather or farmers holding back on spending etc and you get days like this. SCHO a little book seller, profit also down but NAV 71p and shares 40p to buy.

[battlebus2] 29/11/2023 18:53

Another stock set to delist, seems to be a growing trend. Today it’s HDT with a tender at 43p which is a premium to yesterday’s close but nothing near my buys at over £1. Smaller holding but it’s still annoying. Always a risk in these microcaps. Helped me finish blue today FWIW

[battlebus2] 28/11/2023 21:18

Sorry to hear of Berkshire Hathaway stalwart Charlie Munger’s death.

[battlebus2] 27/11/2023 07:06

CNC out with an ahead update this morning.

[battlebus2] 26/11/2023 15:18

Looking forward to the GTC and BBSN presentations 👍

[davidosh] 26/11/2023 10:11

Just to mention that lots of your BBUS favourites are presenting at the two day Mello London investor conference this week on Wednesday and Thursday

Getech, Smiths News, Journeo, Brave Bison, Sanderson, Franchise Brands and many others are presenting plus fab speakers like Christopher Mills, Richard Staveley and Andy Brough.

Great for networking with fellow investors

hxxps://melloevents.com/mltickets/

[battlebus2] 25/11/2023 15:35

Shocking. You should watch the series Heir Hunters this sort of thing happens a lot.

[battlebus2] 24/11/2023 19:06

It would be some turnaround if we could finish positive in 2023 after what’s happened this year.

[battlebus2] 24/11/2023 18:27

Well done 👏. Feels like markets are in much better mood but like my better half we know how that can change quickly 🤣

[cowie19] 24/11/2023 17:53

going in the right direction here too up week but still -6% ytd. VLX and GLE good recent performers here.

[battlebus2] 24/11/2023 17:33

Still going in the right direction with a small up week +0.8% and -3% YTD. A few stocks higher this week including DRV +8% BBSN +7% and ROL +10% with the buyout agreed. Hopefully the good run continues into next week. Have a good one all.

[battlebus2] 23/11/2023 07:11

Lots of RNS’s today. VLX interims read well. MBH update inline though does mention the softening markets. JET2 also good numbers but recent weeks have seen a small decrease in bookings, likely the current world events. HRN not so good with increasing debt and losses as they try with new management to turn this train 🚂 around.

[battlebus2] 20/11/2023 07:38

Update at former holding BEG showing insolvency still a hot sector currently

[battlebus2] 19/11/2023 22:43

Every week is a new beginning
Take a deep breath and start again
Forget what might have been but instead look at what can be.

Good fortunes all for the upcoming week all.

[bigbigdave] 15/11/2023 14:34

Big volume at TUNE, looks like the overhang has gone.

[norbert colon] 08/11/2023 07:43

Nice prelims from SNWS - all metrics going in the right direction. It's been a great safe haven in 2023 and yields around 12% based on my average price. Mgt continue to do a great job here.