Longships Share Discussion Threads

[cfro] 17/6/2024 06:22

Dividends for me are very important. I am in a good position now where they not only pay my living expenses but i also have some left over to either re-invest or buy a small new holding..

That means i don't have to touch my capital at all and instead am able to build positions and add to my holdings as opposed to having to sell bits off.

[igoe104] 16/6/2024 08:28

This guy seems to have a clever system.

This sort of things should be taught in schools instead of some of the useless stuff that you never use in life..

[igoe104] 14/6/2024 16:59

Just watched it myself, no surprise Mr Atkinson was in attendance..

[cfro] 14/6/2024 12:50

Just finished an AGM InvestorMeet with MPE. I wish all companies would do more hybrid AGM's for those who want to attend or online..

The company is so old school. Oak pannelled walls with trophies around the room. It's 2024 but could easily be 1924..

Many of the investors have held for decades and are predominantely older with many in their 80's and some 90's. Everyone known on first name terms. Even the Indonesian directors where there plus the Indonesian major shareholders. This company really does go over and above for shareholder friendliness and appreciates all it's shareholders immensely.

[igoe104] 14/6/2024 11:47

Muti millionaire long-term investor, Leon Boros interview.

[igoe104] 14/6/2024 06:56

A good tip writeup for CER in the shares Magazine..

[cfro] 13/6/2024 13:15

Good point about the ANP share count..

LGEN smacked down after their capital markets day statement from the new CEO yesterday. Back down on planet earth the new CEO's strategy will be safe and steady will make the group bigger and mightier over the next three or four years, so why are the shares down..

It's times like this is wish i had some spare cash to top-up..

Dividend yield well over 9% and growing..

[igoe104] 13/6/2024 11:53

ZYT seem to be really struggling this year, I held them about 15 years ago glad I'm not a holder now..

[igoe104] 13/6/2024 11:41

I wonder if the reduction of ANP share count might have helped in pushing him over 3%.

[igoe104] 13/6/2024 11:39

I don't get why some folks bang on about the 200 day moving average and base their investment case on that.

Too me these people should be classed as long term traders not investors, when you make an investment case just on a wiggly line, you have got to be a trader...

[cfro] 13/6/2024 09:43

Missed that ANP RNS from yesterday evening saying that Lord Lee had gone over 3%. Only he was buying in August last year..

Holds 784,700 shares, thats over £2.3m...

Don't think he's too bothered about what the chart looks like or whether he can trade in and out if the market goes down a smidge like some..

[cfro] 13/6/2024 06:24

Couple of inline trading updates from two i own CTG and NWF. Both as expected.

Nasty profit warning from TRCS, luckily one i don't own.

[igoe104] 11/6/2024 06:27

Acquisition for RNWH..

[cfro] 10/6/2024 08:21

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 07:27

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 06:24

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

[igoe104] 09/6/2024 16:41

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 16:12

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 07:40

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 06:04

Ic podcast. Hollywood bowl and NG talked about.

[igoe104] 06/6/2024 17:38

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

[igoe104] 06/6/2024 14:14

Mark Atkinson Desert Island podcast.

NICL

[igoe104] 06/6/2024 08:52

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

[cfro] 06/6/2024 08:12

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 16:26

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..