Young & Co's Brewery Share Discussion Threads

[zeppo] 14/1/2005 09:35

lundy

off topic

I went too heavily into svn for my budget, not knowing that it would take a while to come good. It went ahead briefly after coming out of OFEX onto AIM then gradually went backwards. I sold 2/3 of my holding at a loss -apprehensive of the effects of decreases in property prices.

I think it may be about to come good soon. I still have 1/3 of my original investment.

When tips are generally very successful I can get carried away and rush into the next one - without really being able to afford a long wait. I am struggling to become a more sensible investor these days.

My personal record it as a sad leveraged speculator continually burning my fingers. I got into FTO and SEO ten years ago and wasted a lot of monet assuming that they were going to be 1000 percenters short term.
Both may come good this year. SEO should have their annual report out within a month but are still suffering from losing a patent dispute with BPRG. If seo survive any costs/damages they have to pay then they still appear to have tremendous prospects. I will only go into it again when the picture is much much clearer.

FTO rose from a penny to 14p years ago and were building on their offshore mooring point to discharge oil tankers into China with a chain of branded petrol stations and other developments in China. Then the share collapsed because of bad debt. It has recovered a lot this year but has lost its petrol stations. Annual figures about may time. They still have cash flow from the offshore mooring point for oil tankers, a share in China's aviation fuel (which they tried to sell during the last year), and gas distribution in China.

I will look at tou,trk and trt.
z

[zeppo] 13/1/2005 12:19

Hi lundy

Off topic

Yes I have a few enn. Pleasing rise yesterday, minor adjustment so far today.

Looking good.

Am am awaiting a boost for tnl if/when they make a positive statement about debt reduction, on selling one of their sites for housing. I regret getting into it (spring 04) from looking at Lowland Investment Trust's high yeilding engineering investments. The divi was suspended last year after I got into it. Lowlamd backed their rights issue last summer and appear to remain loyal. Analysts suggest that the divi should be resumed this year. At the Lowland AGM in December the fund manager talked enthusiastically about PFD ( expected to resume a divi this year), Carclo and SNR.
I am in these now in a small way. After TNL perhaps I should stop punting on stocks from Lowland's list. Lowland itself though has been my far and away best Trust over eight years and has ,so far retained the same fund manager.

____________________________________

The young & co rise is brilliant


z

[lundhousegreen] 13/1/2005 08:22

Both YNGA/N up Thursday.
MM's looking to attract sellers due to lack of stock availability.
LHG

[lundhousegreen] 12/1/2005 19:13

Zeppo....Off topic.If you have ENN, spotted this report...."On the M&A speculation side, Ennstone climbed 3¼p to 40¾p, or nearly 10%, after the £1.8bn Holcim bid for Aggregate Industries triggered interest in the smaller minnow aggregates group."
ESH looking a tad firmer today.
LHG

[zeppo] 12/1/2005 14:38

Hi lundy

I bought the non-voting at a fraction under £7 after buying costs added.

With divis - not a bad performance.


z

[lundhousegreen] 11/1/2005 19:44

Hia Zeppo.
Well, we appear to have a very similar portfolio, and yet another share we both own!! I bought the YNGA shares about 12 months ago, and they are up 50% in that period. I expect that these can continue to rise, as there are few shares available in the market. IMO Young's shares are pretty good, and I won't be selling these either. (Like ESH, JHD, PZC, etc.)
A friend of mine tried one of Young's restaurants in Oxford when he was on hols., and gave them a great review.
Have you tried the Waggledance honey beer? Quite nice to celebrate the share price rises !

If anyone wants to check out Young's website, it's .....

[zeppo] 11/1/2005 17:22

I hold some yngn young & co (non voting).

The share has risen significantly on little trade

Any other holders out there?

z