Longships Share Discussion Threads

[dave4545] 28/11/2024 14:18

AXL looks good value see their update today

[igoe104] 28/11/2024 14:09

Fund manager interview. TET, Bowl, VLX mentioned..

[cfro] 28/11/2024 09:47

AV could pay a bit more for DLG say 270 - 280p and it would still be a great deal..

[cfro] 28/11/2024 09:46

That negative view is gonna be hard to change too. I'm hearing that majority of UK investors are feeling despondent but that's probably because they are following all these twitter gurus and flitting in and out of stocks hence almost certainly losing money..

We've got so many great UK companies and i am personally proud to be invested in a few of them but you've got to buy and keep hold of them..

[igoe104] 28/11/2024 08:25

It seems any company thats ambitious and puts a bid in for another company, gets their share price punished. In this country they punish companies for ambition, whilst in USA its the opposite...

There is a really negative view to change in the UK...

[cfro] 28/11/2024 07:24

It was all very tight-lipped but in the end it's all been rejected. It was a good deal for both companies and both sets of shareholders but sadly not to be.

Loungers have got bid. Are we starting to see a bit of takeover action pick back up again in time for Xmas..

[igoe104] 27/11/2024 19:05

Looks like AV have had a potential bid for Direct Line turned down...

[igoe104] 27/11/2024 14:24

Interesting Investor meet presentation from SWG just. Talking about entering USA and a exciting H2.

These boys have been talking a good game for the last 2 years, will they finally deliver..🤷

[igoe104] 27/11/2024 12:03

I heard it all now, UK pension fund investing into bitcoin..

What are you actually buying, thin air.
Certainly not a piece of a company...

[igoe104] 27/11/2024 07:35

Tune numbers look ugly...not a great day for MA .

[cfro] 27/11/2024 07:20

KETL seems to have gone off the boil. Having a tough time of it.

[igoe104] 26/11/2024 07:53

Good Results for RNWH.Flat Results for SWG, but a large 12.5 million contract. Thats bigger than the companies market cap. Investor meet of SWG tomorrow..

[cfro] 26/11/2024 07:30

Quite a few companies reporting today. My newest holding VP out with a some solid interim numbers despite challenging conditions. A very well run company with a nice dividend yield.

[igoe104] 25/11/2024 07:28

MWE revenue flat but profit up 10%..

[cfro] 25/11/2024 07:24

ITV the next one to get bid rumours:



I dunno what to make of these articles sometimes. I wonder if half the time the rumours are just set going by hedge-funds trying to make a quick buck.

FT was convinced TATE was getting a bid but there's been nothing. Even the company is saying nothing. Very much doubt there is any substance behind this one with ITV either..

[igoe104] 23/11/2024 11:46

Desert island podcast.

[igoe104] 22/11/2024 16:07

I was very impressed with GRI presentation yesterday, they are converting to a reit next October. Should push the dividend up to around 6%.

Definitely one I would top up if funds were available...

[cfro] 22/11/2024 16:00

IC video, Grainger covered:

[igoe104] 21/11/2024 14:54

VLX going from £3.40 to £2.85 is the biggest hit for me as VLX is a 8.5% position. The market scared of a potential TT acquisition.


Any companies the acquire another seem to get hit Substantiallly, as the market is terrified of taking on debt..

But what the market doesn't take into account the chairman Nat Rothschild who owns 25% is a billionaire...

[cfro] 21/11/2024 14:43

Only 2.5% up, sorry about that i thought you may have been doing a little better..

I feel guilty telling you now that i'm up nearly 15% on the year. My portfolio has hung in there all year really well and that's despite more than half of what i hold going absolutely nowhere..

Dividends are so important so under-estimated by investors as without them i could knock a third off my percentage gain..

[igoe104] 21/11/2024 12:37

Great value that, normally a litre bottle is £20.

VLX, RNWH, FNX and all my reits are having a bad month, then throw opg in the mix. 🙄

Good job SWR, LSEG, CNC have done recently or my portfolio would be in the red , for this current year....🥵

[kernelthread] 21/11/2024 12:29

Morrisons were doing litre bottles of Baileys for £8.50 if you spend £45 on other stuff a couple of weeks ago.

[igoe104] 21/11/2024 12:22

Terrible month for me in November, ive gave back most of my gains. Only 2.5% up on the year now. I was up over 8% 5 weeks ago.🤔

Oh well, I did manage to get a big bottle of baileys for £10 from my local Tesco’s express with my club card....

[igoe104] 21/11/2024 07:46

GRI update looks very positive, with a 14% increase in the dividend.

Boardroom battle continues with Boo, Big Mike is after blood..