Longships Share Discussion Threads

[cfro] 26/7/2024 15:39

I missed out prisons on that list above. There isn't anything they don't do, all very specialised which gives them a massive competitive advantage.

I wouldn't even be surprised if a company like RNWH buys them out which would make a nice specialsit division for them. All the kind of work RNWH do like storm proofing railway embankments and stuff like that VANL do the foundation piling work..

[igoe104] 26/7/2024 14:52

VANL investor meet presentation.

[cfro] 26/7/2024 13:49

Nice to actually get my ANP paid on time and the right day for a change..

I should really be taking it out to cover living expenses but after watching the VANL imc i was rather inspired to start a very very small position using the dividend instead.

If you havent yourself watched this one then i do recommend you take a look if you have time..

It's currently valued 11 pe and 3% dividend yield. A specialist piling company. There are other firms that do this but nothing like what they do which is very unique. They have partnerships with M&J Evans (the largest and busiest groundworks company in the country) and Galliford Try who are themselves also very busy. They also have a start-up Canadian rail-road division that is ramping up and will get very busy contributing to profits from next year.

House-building is sluggish but order books are up 20% and they expect when Labour get the sector moving they will be flat out in the next two to three years.

They do the piling for on-shore wind turbines, data centers, road, rail, High rise office blocks in London (another specialist division that does this work), warehouses, electricity pylons, sub-stations, battery stations and water treatment centres and more..

An experienced board with private equity people on there (could well be taken over by PE) plus Harwood capital have a big shareholding. (The CEO and wife and Harwood capital have all bought at prices much higher than todays price).

[cfro] 25/7/2024 15:21

I wont go into detail around what my question was but it was regarding competition against the big boys. Nothing in there they could not or should not be able to answer openly..

Feeling annoyed i have asked the question directly to them. I await a response. If not then they will get struck off my buy list..
I simply will not tolerate companies that refuse to answer questions or beat around the bush.

Overall i did not get the same feeling with todays imc than i did yesterday with both SWG and VANL that i thought were impressive.

[igoe104] 25/7/2024 14:06

Mr gambler on the exchange with Paul Scott now.

Ill listen to the NICL presentation later, when my lad is football training, making good use of my time.

What was your question, by the way ?

[cfro] 25/7/2024 13:59

Hmmm, just sat in the NICL imc but my question was unanswered. I put the same question to them in the last imc which was also ignored. They must be picking and choosing which questions they want to answer which seems to be only the easy ones..

I have asked many a question to many a company in numerous imc meeting over the years and always had each and every one answered...

Not very pleased.

[igoe104] 25/7/2024 08:41

Justin waite called ULVR boring, its up nearly 23% this year, and thats after many of years of multi bagging.

Alot of Justin stocks which were supposed to be exciting aren't so exciting now. GFin, Trufin,.. XP factory..

[igoe104] 25/7/2024 08:36

ULVR continues to go up, certainly one i wished I'd had in my portfolio several years ago.

[cfro] 25/7/2024 07:16

TATE slightly more positive AGM statement.


VP also positive AGM statement. These are going to really benefit from Labours increased house-building and infrastructure spending.

[igoe104] 24/7/2024 08:33

Market looking subdued over the last few days, just seems too many folks are just looking for a quick buck and sell on any spike...

[cfro] 24/7/2024 07:30

I'm going to sit in the SWG IMC and also VANL later today. It's great that you can visit companies by not even getting off your butt..


NICL's a special divi of 54.8p plus a 18% increase in the interim divi. Kicking myself for not owning these..

[igoe104] 24/7/2024 07:27

Mixed bag of results for SWG, revenue down, but cash 5 million half the companies market cap, and Outlook for 2025 seems positive. Investor meet presentation at 10 this morning..


GRI makes acquisition in Manchester...

[igoe104] 23/7/2024 13:01

Just noticed one of my old holdings has gone into liquidation. PCF group, I was very lucky to get out out with a slight profit during lockdown. I only sold because I didn't want two lenders , so I choose HSBC instead.

[igoe104] 23/7/2024 07:38

I'd be feeling light headed if I was a CRPR shareholder today...

[cfro] 23/7/2024 07:10

Surprised by just how bad CRPR results are. Recorded a loss and no dividend..

[igoe104] 22/7/2024 17:19

Very interesting views on SPI and AVG in the interview...

[igoe104] 22/7/2024 16:02

I had to laugh, when Chris Mills said trading stocks is a mugs game and you never make any money...

[igoe104] 22/7/2024 15:51

Hopefully CNC will get taken over in several years for £4 plus..


Vox markets chris Mills interview.

[cfro] 22/7/2024 13:34

CNC has claimed no.1 spot in my portfolio with it's strong rise these last few days puting MNG now into second place..

[cfro] 22/7/2024 07:14

Pleasing interim results from MONY.

DUKE follow-on investment into a company they supported since 2018.

[igoe104] 22/7/2024 07:05

Excellent update from FNX ahead of expectations..

[cfro] 19/7/2024 13:49

Duke, JHD, BATS, SOM mentioned:

[igoe104] 19/7/2024 13:35

Lovely contract award for my small cap cybersercurity company Shearwater. For $4.8 million. They are also presenting an investor meet presentation next Wednesday.