Longships Share Discussion Threads

[igoe104] 16/5/2024 09:59

Just checked AV, yeah your right, 23rd May. ill adjust my phone calendar..

[cfro] 16/5/2024 09:50

This new REIT IPO due next month is one to keep an eye on:




It's targeting under-valued high-yielding properties where the sellers are forced sellers. It's being led by Harry Hyman of PHP along with the ex-chief of Workspace Jamie Hopkins..

[cfro] 16/5/2024 09:48

Giving out free sausage rolls at that GRG site visit, i'm in Lol..

AV dividend i have down as next Thursday. Next week i have a shed load of dividends coming in. I will be able to make some over-due top-ups..

[igoe104] 16/5/2024 09:03

Some nice dividends incoming, starting tomorrow with AV.

[igoe104] 16/5/2024 06:12

Possible site visit for GRG shareholders, that sounds interesting.

[igoe104] 16/5/2024 06:08

Good results from GRI.

[igoe104] 15/5/2024 07:19

My portfolio is where is was 2 years ago. Hopefully the next target where it was August 2021... lots of work to be done before that target is matched...

[igoe104] 15/5/2024 07:14

RNWH tipped in the IC...

[igoe104] 15/5/2024 06:31

Tgp big improvement on results, especially margins...

[cfro] 15/5/2024 06:26

LORD another one in the same sector with awful results..

[cfro] 15/5/2024 06:23

TON what a mess they have got themselves into. I am at the end of my tether with this one but new CEO and Harwood so i'll most likely stick around for a little longer..

[cfro] 14/5/2024 06:24

TET v positive half-year results. Small increase in divi. China seems to be going well. New CEO starts soon.

[cfro] 14/5/2024 06:23

GRG the usual good update too but ZYT need to get a grip..

[igoe104] 14/5/2024 06:16

Good updates from RNWH and OPG, but VoD still has lots of work to do to get out of the dog house...

[cfro] 13/5/2024 06:22

Brave Bison and the Mission group doing a merger.

[cfro] 13/5/2024 06:21

CER record interims, 21% increase in divi plus another major new contract announced today worth $11.1m..

[cfro] 10/5/2024 06:17

RBN is an interesting new idea that has just come across my radar. A plastics and packaging company operating in a sector i really like but currently have no exposure to.

I note that the famous value investor Peter Gyllenhammer has just recently taken a stake. They have several million pounds worth of property and land up for sale which they intend to pay off debt and re-invest in the business. I admit to knowing next to nothing about the business so it's one for me to do a bit of research on.

[igoe104] 09/5/2024 18:08

I see we have a trader giving advice on the CSN forum... couldn't resist having a pop at him..

[igoe104] 09/5/2024 17:33

Don't know of those two cowie, ill take alook. I've added National Grid and Mpac into my watchlist, after doing some research... 2 companies worth considering for the portfolio...

[cowie19] 09/5/2024 16:12

I think RSG and HOC offer value at these levels with increasing Gold and Silver prices.

[cfro] 09/5/2024 08:34

MNG dividend landed with a great big donk in my account this morning and i have made my first new buy of the year in STVG using the funds..

Got a whole list of companies i want to buy but this has been top of my list for a good while with a PE of nine and dividend yield of around 4.5% with the studios division doing really great it is a sitting duck for a t/o imv..

[cfro] 08/5/2024 06:18

Pandemic era winners suffer $1.5trn fall in value





What a mad time this was. Once and never to be repeated hopefully..
Some of these stocks went utterly crazy and now glad to be back to more normal investing conditions..

[igoe104] 07/5/2024 06:51

Nice contract wins for MWE..

Also looks like more contracts are incoming.

defence spending continues to increase worldwide, we expect to see further contracts materialize."

[igoe104] 03/5/2024 20:45

Me group. Mark Atkinson podcast.

[cfro] 03/5/2024 16:47

A lot of finance stocks and REITs all spiked up at 1.30pm. I think it was to do with the US job numbers which was lower than expected along with some contrary thinking by traders with the view that US interest rates may be cut sooner..

Most have spiked and fallen back but some v large volume today nevertheless. The interesting one is PHNX where it has spiked along with the sector but gone up more since.

I suspect it is shorters panicking as this stock has been heavily shorted for quite some time now especially since the Liz Truss LDI debacle 18 months or so ago. However there is some bid chatter so will have to keep and eye on the weekends news...