Longships Share Discussion Threads

[igoe104] 11/6/2024 07:27

Acquisition for RNWH..

[cfro] 10/6/2024 09:21

Goes back to the point i made above - those that are selling today can only have small holdings that they can sell. Those with larger portfolio's and hence larger holdings cannot sell on a whim..

[igoe104] 10/6/2024 08:27

Folks are selling today because the French have announced a snap investment. Some investors really need to take a hard look at themselves and ask themselves is investing really for them, if they are that nervous...

I read a stat recently that the average time someone holds stocks now is 6 months, totally ridiculous..

[cfro] 10/6/2024 07:24

VP is one stock on my watchlist i would like to buy. They have an investormeet later today..

[igoe104] 09/6/2024 17:41

I'm personally aiming for 36 stock portfolio over the medium term. I hold 29 and just need to add little more to complete my MNG position. I have a takeover at the moment that should go through over the next 6 weeks CTO and with the proceeds ill be buying 2 new companies which will take my portfolio too 30 companies. It will probably take afew years to get to overall goal 36 positions, when I do hit 36 its one in one out. its good to plan ahead with a good watchlist so when you do get a takeover you have others to jump into a position..

[cfro] 09/6/2024 17:12

If you are lucky enough to have a seven figure plus value portfolio then common sense dictates that you are naturally a long term investor either by choice or by default..

The reason is because of liquidity. Why then do all these high profile media investors say they hold 10 - 15 stocks and then claim to be able to buy and sell out of them whenever they want to? I would take what they say with a very large pinch of salt. Either they don't have seven figure portfolios like they claim or they only put relatively small amounts into these small-caps (so they can easily sell them) which means if they do double in value or whatever it is pretty meaningless.

An example of a seven figure portfolio holding 15 stocks equally weighted gives just over £66k in each holding. Many small-cap stocks (even quite large market cap) you would not be able to easily buy that many or certainly sell that much all in one go. Even if you were able you would move the price each time against you and i know this from experience myself.

Even Lord Lee admits that his holdings in TET and ANP are so large that he cannot sell, he is only able to trim a few if he so wished.

[igoe104] 07/6/2024 08:40

HL are stopping some individual investors buying certain stocks because they haven't completed an assessment with some stocks but your still allowed to hold or sell them. Some investors on the SHED forum are complaining about it. Surely on a self assessment platform you make your own decisions what you want to buy can sell

[igoe104] 07/6/2024 07:04

Ic podcast. Hollywood bowl and NG talked about.

[igoe104] 06/6/2024 18:38

Another one of my holdings id like to add to is SUPR.

[igoe104] 06/6/2024 15:14

Mark Atkinson Desert Island podcast.

NICL

[igoe104] 06/6/2024 09:52

Its still hard to believe, that there was 1.1bn in fund redemptions in May, in Uk markets.

[cfro] 06/6/2024 09:12

Put my LGEN divi into AV. My first top-up in AV in ages and something i have been dying to do for such a long time..

[cfro] 05/6/2024 17:26

My portfolio today back to where it was a day or so just before the eve of the Ukraine invasion.

Means i have got back all my loses from the last two incredibly difficult, and sometimes trying, years..

[igoe104] 05/6/2024 09:54

NICL numbers look decent 7% up, with 67 million cash pile. I've always got a big bottle of vimto in the house the diluted one, from BM bargains..

[cfro] 05/6/2024 09:35

I tried to buy a Vimto the other day when i stopped at a petrol station a few miles away, but none in the fridge. Dominated by every kind of Coke flavour possible plus Fanta, tango, Sprite, Lilt and Pepsi, just about everything but. Not the first time this has happened either..

Have a look next time you are in a petrol station up your way..

I cannot understand why they don't try to take Coke head-on. Coke are everywhere but Vimto just don't seem to be.

[igoe104] 05/6/2024 07:33

Grid have announced a deal with octopus energy to sell its power direct to them, the more deals they can do direct with companies and not the national grid the better.

[cfro] 05/6/2024 07:30

RFX interims look pretty good.

[igoe104] 05/6/2024 07:05

I hear Mark Atkinson has just purchased NICL, another company in my watchlist. He doing a podcast on it, which will be realeased soon..

[igoe104] 04/6/2024 18:38

Pinemartin, I personally voted Conservative all my life, but I won't be voting for them in this current election. Liz truss and Co crashed the economy with bizarre spending plans, plus Jeremy Hunt has reduced capital gain tax allowance from over 12k to 3k within 2 years, so any shares out of a isa or sipp you will be paying alot more tax. I've told my Conservative MP face to face why I won't be voting for Conservatives, and reasons why. When she came knocking at my door today...

[cfro] 04/6/2024 07:19

Hedge Fund sellers burnt by flurry of UK takeover Bids:





Serves 'em right..

[cfro] 04/6/2024 07:16

Starmer, Raynor will benefit the most Lol..

Seriously though it's looking like defense. But it's also looking like it will be defense under the cons or a coalition anyway..

[pinemartin9] 03/6/2024 20:24

Any thoughts on what/who benefits with a Labour government? O and G looks at a standstill, perhaps renewables companies will do OK? What about other sectors?

[igoe104] 03/6/2024 19:26

The announcement of the possible bid was at 18.06 so it will interesting what tomorrow brings for the sector...

[igoe104] 03/6/2024 19:14

EBOX could have a possible takeover offer, no price has been announced yet, hopefully its at a decent premium.

Should hopefully make the market realise how cheap and undervalued these reits currently are. Some of these reits shareprice are over 30% below their NAVS

[cfro] 03/6/2024 14:02

Yes, pleasing. I've got two more stocks flying today also STB and ALU.

In all three cases it could just be recovery from over-sold cheap levels but you never really know if something else is behind the strong rises...