Wynnstay Share Discussion Threads

[jeffian] 15/3/2020 23:36

Well, to be fair, I think you could look at the 'set-aside' policy before wondering about golf courses.

[coincall] 15/3/2020 22:59

Take those golf courses back - 2% of all the UK land is used for putting. Don't worry about the odd bits of 2,4-D, bensulide, chlorothalonil, dicamba, maneb, mecoprop, thiram, trichlorfon, ziram lurking in the soil, its probably quite tasty.

[jeffian] 15/3/2020 14:58

The answer is definitely 'yes' for all sorts of ecological and economic reasons but, most importantly in my mind, for security of supply. The same goes for energy supplies.

[spob] 14/3/2020 19:56

should we be growing more of our own food

can't see much coming out of spain and italy going forward

[creditcrunchies] 14/3/2020 18:22

Looks like another safe defensive to me with a good yield thanks for the tip, keep my eyes on that one. With this virus you will need safe defensives that can weather the storm imo

even Paul Scott mentioned CARR says they're good value: "Carr's (LON:CARR) - good results. Looks a decent value share on a PER of just under 10. Balance sheet OK. Worth a look for value investors."

He went on to drill right through the results in detail then summarised:

"My opinion - I'm warming to this, as a fairly simple value share. It may not shoot the lights out in share price (which has gone sideways for 5 years), but on a forward PER of 9.5, with a fairly sound balance sheet, it does look quite good value on reflection.

So a cautious thumbs up from me. It might suit a SIPP, or other long term portfolio, possibly?"

[pireric] 13/3/2020 01:01

Rubbish CARR results today were a drag

[creditcrunchies] 12/3/2020 18:36

This stock has held up well

[games] 10/3/2020 09:36

26/03 9.4p

Lower oil and natural gas should help the sector

[creditcrunchies] 09/3/2020 09:15

When do these go ex divi? Got £30k in these now

[burbelly] 25/2/2020 14:15

Couple of fairly decent person of interest buys, good to see

[zoolook] 21/2/2020 08:25

Tiny mind here on board too

[playful] 19/2/2020 14:39

Great minds!

[cjohn] 19/2/2020 13:51

Yes, I've been accumulating here too at these bargain prices.

[asagi] 19/2/2020 10:46

that's it in a nutshell EezyMunny.

Asagi (long WYN)

[eezymunny] 19/2/2020 10:43

The valuation looks pretty crackers down here, notwithstanding short term dip in profits.

PE 8, yield 5.5%, valued not far off working capital, with a lot of freehold land n buildings in for free. For a steady old business that has mostly been increasing top line, profitability, divi etc year after year.

[9degrees] 19/2/2020 10:39

just topped up- dividend well worth having and one day there will be consolidation in this market place

[creditcrunchies] 19/2/2020 01:21

Bought even more on Tuesday got 259p, my average is 270p with over £20K holding now

[spob] 17/2/2020 16:00

made me laugh watching the news earlier


showing a flooded street with a big sign saying "road liable to flooding"

there were lots of cars under water


if you lived in that road, would you not move your car before a big storm ?

some people

[games] 17/2/2020 15:57

The api reports are worth following, ok they may be a little behind the curve, when it does change, but they have saved me from investing as yet here.

Though I am tempted.

[spob] 17/2/2020 15:57

they are well used to flooding in wales lol

[greg the grinch] 17/2/2020 15:46

Very wet and very warm = very bad £ news?

As much as I would like to buy these cheaper, I would much rather we did not have this almost biblical flooding - cant be easy for the farmers and livestock.

Cant help but think this is going lower?