Longships Share Discussion Threads

[igoe104] 19/7/2024 07:31

Only 11 RNS have shown up today...

[cfro] 19/7/2024 07:09

I assume all the RNS feeds are broke this morning, i couldn't find any news from any company.
Mind you it has been exceptionally quiet of late due to elections, Euro's..

[igoe104] 18/7/2024 10:25

Another company I want to buy in the next few years WTB. In 4 years time the European championships will be held across the UK, Premier inns should benefit massively, they will be able to hike prices as the demand will be massive as 100s of thousands of supporters across Europe will heading to the UK...

Also they are expanding in Germany steadily

[cfro] 18/7/2024 09:25

As well as all the infrastructure companies set to benefit from Labours push for growth it's worth just thinking outside the box a little..

..I reckon the banking sector looks really attractive. New houses, roads, bridges, schools, prisons, sewage etc etc will all need financing...

[cfro] 18/7/2024 09:21

I will be tuning in for the NICL IMC next week. High-up on my to-buy list..

[igoe104] 18/7/2024 09:09

NICL are doing a investor meet presentation next Thursday, definitely worth listening in....

[igoe104] 18/7/2024 07:20

ALU and RNWH are set to benefit massively from are this potential water company spent.

In the Labour Party manifesto, water companies are going to have to spend billions to stop this sewage going into rivers otherwise the water companies bosses will be liable..

[cfro] 18/7/2024 07:14

Good update from ALU.

[cfro] 17/7/2024 09:14

I think ultimately CNC will be bid for at some point especially as it gets more recognised in it's industry..

One im dying to get my hands on is SUPR which is benefiting from Tesco, Sainsburys mulit-channel offering..

[igoe104] 17/7/2024 09:04

CNC continues to look good, my timing was more down to luck than judgement. Basically when my CTO takeover funds came available...

[igoe104] 17/7/2024 08:34

Been looking at some supermarket stats. It seems Tesco, Sainsbury's, Aldi and Lidi are improving market share whilst Asda and Morrisons are struggling. Tesco market share continues to rise its gone from 27% to 27.7 and that's not including one stop or booker, sales..

[igoe104] 17/7/2024 08:24

Good thing about bowling its very affordable and a cheap night out compared to alot of other entertainment. So even in hard times its very recession proof..

[cfro] 17/7/2024 07:31

BOWL is one next on my list to buy also. A brilliantly and very cleverly run business. Expanding carefully and slowly here in the UK and in Canada and the US. Ten-pin bowling appears to be more popular than ever. A very cash generative business that pays a near 5% divi and growing.

I do wonder if Trump gets in he will force Ukraine to the negotiating table. But as you say will Europe support that or would they prefer Ukraine to fight on as they feel threatend on their borders?

[igoe104] 16/7/2024 19:47

Been looking at bowl today more closely, I do like their growth plans over the next 10 years, and the way they are steadily expanding into Canada, definitely moving to the top end of my watchlist alongside ULVR, L&G and JHD and XPS ,SPI..

Just need afew more Takeovers now..

[igoe104] 16/7/2024 19:05

Its going to be very interesting if the Republican party get in, will they still commit weapons to Ukraine ?, and if they don't commit, will Europe continue to commit to Ukrainian, without the yanks, interesting times ahead...

[cfro] 16/7/2024 13:55

You got in CNC in the nick of time there..

[igoe104] 16/7/2024 12:12

Looks like the overhang has cleared with CNC and its breaking out...🥳

[cfro] 16/7/2024 09:28

Frightening to think that if the bullet aimed at Trump and hitting his right ear was another inch to the left America could be in the grips of civil unrest and possible civil war..

[igoe104] 15/7/2024 07:28

Spain deserved winners, best team in the tournament. England blagged there way to a final, with there boring brand of negative football. Definitely a victory for football yesterday..

[cfro] 15/7/2024 07:19

Bye, bye Southgate...


Nice interims from MEGP

CNC bullish TU..

[igoe104] 12/7/2024 14:58

Looks like carpetright are finally going bust. No surprise really.. I knew when they delisted the writing was on the wall...

[igoe104] 12/7/2024 14:28

I won't be able to buy anything new now, unless I get more Takeovers. With these 2 new positions it takes me to 30 holdings now..

I'm just going to add small amounts to excising holdings. I'll be adding my final investment into MNG next month, so that position will be completed soon.

[cfro] 12/7/2024 13:45

It's a shame that CTO has been bought out. Another great UK company leaving the market..

Looks like it would be a big beneficiary of Labours drive to build more houses and infrastructure.

I mentioned VANL this morning. Not too disimiliar to CTO. That should be a beneficary too along with raft of other companies including your RNWH...

[cfro] 12/7/2024 13:35

Purchased some more MNG with three dividend payments that came in today.

My biggest holding but still looking to add further if/when avaliable funds.