Longships Share Discussion Threads

[cfro] 17/7/2024 06:31

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 18:47

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 18:05

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 12:55

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

[igoe104] 16/7/2024 11:12

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

[cfro] 16/7/2024 08:28

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 06:28

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 06:19

Bye, bye Southgate...


Nice interims from MEGP

CNC bullish TU..

[igoe104] 12/7/2024 13:58

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 13:28

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 12:45

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 12:35

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.

[cfro] 12/7/2024 12:33

TSCO also on my watchlist. Dont forget they have a market leading position in consumer spending data through their Clubcard. Looks set to contribute significantly to future revenues..

[igoe104] 12/7/2024 08:40

Just purchased my 2nd new position after receiving my Takeover funds from CTO.

Another company thats been on my watchlist for years. TSCO.

I like the way they are selling off assets like Tesco bank and concentrating on retail. Plus they continue too have a massive share buyback program...

[cfro] 12/7/2024 06:16

A reasonably encouraging statement from VANL. If the new Labour gov do as they say they will and open up house-building then companies like this could do well perhaps..

[cfro] 11/7/2024 13:29

Just seen your post on the relevant thread, best of luck with your new investment.
Now my second largest holding and again i would possibly still look to add further should funds allow.

[igoe104] 11/7/2024 12:47

Just purchased some CNC, been in my watchlist for a few years. I do like the longterm story developing with this company...

[cfro] 11/7/2024 06:32

Further inevitable bad news at TON. A very frustrating company for me..


WKP decent update. A cheap REIT on my watchlist.

[cfro] 11/7/2024 06:29

Englands luck continues..

Should give a welcome boost to pubs..

[igoe104] 10/7/2024 21:11

Its coming Home. ⚽️

Great news for the hospitality sector for England to make the final, and suppliers etc..

[igoe104] 10/7/2024 09:13

Decent update from MPAC who are in my watchlist.

[cfro] 09/7/2024 12:48

Kitwave mentioned:

[igoe104] 08/7/2024 08:40

Its hard to believe folks and a fund were more than happy to sell up at £2.25. When clearly it was only a bump in the road.

Too many folks are just looking for the perfect company, and any slight hick up they sell up, and take a big loss..

[cfro] 08/7/2024 08:20

ANP up 6.5% this morning..