Longships Share Discussion Threads

[cfro] 20/6/2025 15:48:57

I see CNC won an award for their investor relations. Well done them, i can vouch that they are brilliant in this regard..

Just a pity that many companies IR's are non-existent. PZC being one. There should be a wooden spoon for these companies so we can all see who they are..

[igoe104] 19/6/2025 12:07:39

XPS and ANP down today. 🤷

[igoe104] 19/6/2025 08:31:17

Fantastic figures from XPS, another company I wished I purchased acouple of years ago..

[cfro] 19/6/2025 07:16:08

ANP AGM today.

Trading in inline. Forcasting revenues of £44.8m. If they can achieve that then that is growth of more than 10%..

[igoe104] 18/6/2025 20:48:43

Yes, his buy is in his updated list.

[cfro] 18/6/2025 17:31:33

I see MEGP has put themselves up for sale..

Have just found out that Lord Lee has bought JHD..

[cfro] 18/6/2025 17:30:10

I've heard that name mentioned. I think MA has mentioned him a couple of times. Think he might also own TON..

[igoe104] 18/6/2025 16:03:37

Here the FLO link. A friend of mine David Raywood went to the AGM, he is very positive on them, he added aload today..

[cfro] 18/6/2025 15:39:03

Yes, i've had that one on my watchlist for a couple of years.

Another one held by Harwood..

Roger Mcdowell chairman, also chairman of AVG. Knows this industry really well..

[igoe104] 18/6/2025 15:08:18

FLO look a company worth looking at, I listened to the investor meet yesterday, they look interesting...

[cfro] 18/6/2025 09:30:47

Always interesting to read RKW's statement.

They are advocating ISA's to be UK shares only. Too right they should be. Why give tax incentives to buy US shares? The Yanks don't, they hammer UK investors in with-holding tax..

RKW also see more take-over activity and public to private deals happening over the next few years..

[cfro] 18/6/2025 07:28:15

PZC have finally sold one of their Nigerian divisions. Shareholders were expecting more that this one disposal however but the company seems to be very secretive on what their true plans are..

I don't honestly know how much more patience i have to stay with this stock..

[cfro] 17/6/2025 08:59:39

I like to use the anology that traders are like swans. On the surface they are elegant and in total control but beneath the surface they are secretly paddling frantically..

Ie. above the surface are the handful of trades they tell you about. Below surface are the dozens, if not hundreds, they don't...

[igoe104] 17/6/2025 08:16:09

I'll imagine this time next week when Israel has bombed all Iran nuclear facilities. A deal will be ironed out. And all these traders will be moving back out of gold again. These trader boys must constantly live on their nerves, constantly chopping and changing and reacting to any macro news..

[cfro] 17/6/2025 07:20:06

LGEN doing a deep dive presentation today.

Also this news from last week that i missed:

[igoe104] 14/6/2025 13:04:53

Desert island podcast.

[igoe104] 14/6/2025 12:17:05

My Long Suffering investment trust, SEIT Now 14% yield, which I held of 6 years and is about 50% down, is IC main tip.

Tip of the week in the IC

Bag a 14% yield with this trust

Investors are being paid to wait for a recovery in sentiment towards this energy efficiency trust

With every single renewable energy infrastructure trust trading well below its net asset value (NAV), pinpointing the best opportunities is tough. The entire sector looks cheap, but it is also facing significant headwinds, and catalysts for a quick recovery are in short supply. However, some of these trusts stand out for their juicy yields and especially disproportionate discounts – and SDCL Efficiency Income (SEIT) is an obvious example.

SDCL Efficiency Income bull points

- Outsized discount to NAV

- Attractive yield

- Diverse portfolio of energy efficiency assets

- Potential for corporate action

Over the past three years, renewable energy trusts have faced a perfect storm. Until the second half of 2022, investors flocked to the sector because it was hard to find equally attractive yields elsewhere. But the rise of interest rates created competition from other income assets, chiefly bonds and cash, which had previously offered much smaller payouts. Meanwhile, discount rates increased, impacting valuations. Share prices started trading below the trusts’ NAV, and have not recovered since, which also means they can’t raise equity to grow or pay off debt.

As at 5 June, the Association of Investment Companies’ renewable energy infrastructure sector was trading on an average discount of 28 per cent, reflecting an imbalance between supply and investors’ demand for this kind of asset. Excluding trusts with less than £200mn in assets, SDCL was the cheapest of the pack by some distance, with a massive discount of 52.1 per cent.

The depressed share price means that the trust currently offers a yield of about 14 per cent. In many cases, investors in the renewable energy infrastructure sector are being paid to wait for either a recovery of the share price or some form of corporate action; with SDCL, the pay on offer is especially handsome.

SDCL is a little different from the average renewable infrastructure trust investing in, for example, wind or solar farms. Instead, it focuses on the theme of energy efficiency, starting from the idea that about two-thirds of the energy we produce gets lost in the processes of generation, transmission and distribution. SDCL invests either in assets that generate energy at the point of use (where it’s needed, so it doesn’t get wasted in transport) or in those that reduce energy demand.

[cfro] 13/6/2025 13:23:58

The MPE AGM is really old school. Not suprising i suppose when parts of the business hark back to the days of the British Empire..

I think MA was there so i wouldn't be suprised if he does a podcast on his experience there.


Edit - just looking through my portfolio and counting number of stocks. I've actually got 24 in my isa and three more in another account i had forgotten about making 27 in total. So nearly up to my 30 target..

[mr dexy] 13/6/2025 09:44:30

...they went yesterday Igoe ;)

Regards to all


Mr D

[igoe104] 13/6/2025 09:20:59

The so called twitter celebrities will be going all cash again for the zillion time...

[cfro] 13/6/2025 09:02:21

Anything defence or defence related can only do well in this environment.

I bought only a small amount of shares in MWE yesterday but that is what i usually do when the company is new to me and i don't fully understand it yet.
Plan to add to my holding as my confidence grows and fresh funds allow..

[cfro] 13/6/2025 08:59:56

Bombing the Iranians nuclear facilities is one way to annoy them..

Let's hope things don't escalate. From a macro point of view everything just looks appallingly bad, but markets holding up relatively well so far at least..

[dave4545] 12/6/2025 15:54:10

SWC buy some bitcoin and see your valutaion go up 50 fold.

dot com boom is back

[cfro] 12/6/2025 15:52:00

Nowhere near lol..

I hold 24..

My ultimate aim is get to 30....one day!

[cfro] 12/6/2025 15:50:52

A very tricky decision though all the same and yes, mentally tough..

The placing was over-subscribed and liquidity events like this is usually an opportunity for one or two institutions to come on-board plus the founder still owns over 20% and hence still the largest shareholder..

I've been in situations like this before though and what normally happens is that the share drift back down towards or below the placing price (1500p), so i wouldn't be surprised to see that transpire over the coming weeks.