RE: Money landing is folks happy I am8 Apr 2026 12:24
As ever do your own research, thought I'd volunteer some of my shares that I was itching to invest in after the Wood debacle - 3i PLC - managed to get in at 2302p after the usual perverse drop after a stellar set of results. They own part of Action 57% IIRC, its like a non food version of B&M European PLC although ran really well with low capex, has risk though, if they run out of countries and places to open up. The CEO buying £8m+ of shares at 2500p odd, as well as the CFO IIRC, has me hoping I've a fairly reasonable cushion. They are not in UK, but everywhere else in Europe. Shareholders hated the idea of moving to USA hence the massive SP drop, but I think they are shrewd operators with vertical integration using one of their own portfolio companies - Royal Saunders. Currently up 18%.
B&M European have made a few bob with this DCAing down from 270p to just under 158p and up again. Jumped back in at 157p and currently 14%, sorry 20.1% up after Donald's ultimatum, with a view to a long hold with reasonable dividend yield while it moves back up towards 300p. Almost like 3i/Action in that they are a cashflow monster and low capex for new stores, they are only in UK and France, I like the new CEO too. Some disastrous RNSs in the last year but hopefully the new CEO can turn it around.
Thought I'd nearly lost my shirt with GlobalData PLC buying in at 110p, its been as low as 60.8p, have DCA'd down to 75.6p, as it is joining the full market FTSE from AIM & I thought I was on a sure thing as passive index funds will have to buyin by June 26, currently 5.8% up, but for how long. Still feel the AI sell off is oversold as their info and datasets are proprietary. There are risks, ownership is very concentrated, but perhaps they'd entertain a takeover again.
Loaded up with MONY having previously owned it around 200p, pretty boring as a share, with no debt, good yield etc, it has been down as low as 139p on AI fears, but there are legal hurdles and with 1m users on their new AP , my average at 158p and 9p of dividends (a safe 13% PA yield) has me hopeful for growth and income.
Everyone of these I've been researching and tracking for months, reading investor relations, setting up target prices I'd be happy to jump in, reading RNSs, using Alphaspread.com etc. By being familiar with the workings of these businesses, I felt a fairly comfortable buying them when others were selling them off. I like having a bit of dividend yield too, so that if the SP is tanking, I at least have a bit of income to play about with.
I've a few relative stinkers too, but these were before Wood, Diageo down 17.7% is by far the worst, with no prospect of improving anytime soon , Novo Nordisk, Strix PLC (Incredibly boring, with IP moat on kettles, Debt free, growth free, dividend free, CEO free (retiring)and COO free (jumped ship with part of recent sale of Billi), but ripe for a PE buy as incredibly undervalued to my mind & sitting on 11p a shar