Member Info for AllAtSea

Aviva took a hit when the SVB fiasco started to look sticky and panic started to bite. I bought a stash at the low point and when it went up, sold and bought LGEN at 230. Not sure if I should bank the LGEN profits or wait for the dividend. I've a shopping list but no cash.

This has to be a keeper, and add on the dips. IMO. I am well in profit through that strategy.

Did very well buying AV. xd, helped by SVB's woes.

Bought on XD day and sold while LGEN was 230. Modest gains are still gains.

OXIG received a takeover bid from SXS just over a year ago and now some are saying the bid could be revived. It seems very tenuous speculation now that Tyson is to join OXIG unless there's something under wraps for now..

I was with Stadium(SDM) before TTG bagged it. A big price drop before TTG made their offer spoilt my profits. Who would go after TTG now?

Sold the lot in March just after SVB for a very small loss and bought into distressed financials. Have now sold my distressed financials at a nice profit and regained my DPLMs for £2 a share less than my previous avg.

Wouldn't it be nice?

"Speedy Hire a ‘buy’ following reassuring update, says Liberum
Liberum sees ‘significant upside’ at tools and equipment hire group Speedy Hire (SDY).

Analyst Charlie Campbell retained his ‘buy’ recommendation and target price of 70p on the stock, which slumped 5.7%, or 1.9p, to 30.5p yesterday.

The trading update for 12 months to the end of March was ‘reassuring as the board reports that it expects profits for the year to hit consensus expectations’, said Campbell, although 14% growth in revenues for the year implied a ‘slowing in growth to plus-10% at the end of the full-year.

‘The main driver of revenue growth in the year has been hire rates, which have been improving as the industry has been disciplined in recoupling input cost inflation,’ he said.

The group has also boosted savings from £3m to £5m after operational improvement and management restructuring, which Campbell said gives him ‘confidence that our cautious full-year 2024 estimate is achievable.’"

Just picked up another slice. Trivial really, but I love that feeling when you've bought a faller and suddenly it goes up a fraction of a penny.

Just taken profits from my recent post-XD AV. purchases and bought LGEN pre XD in just over 3 weeks. We shall see.. At least I can reap the divi.

I can't find any particular reason for the drop other than the general unpopularity of technology companies at the moment, etc. Even the shorters don't seem interested!

So I will continue to top up at these low prices when I get the chance.

Perhaps it would adjudicated with a view to achieving the 'greater good'. In other words the unreasonable enrichment of a lucky few* should not cause harm to a huge number of other people.

* including the lawyers.

Bought a load more this morning. If it only makes my average look better it's something, but I think it will do more than that. Looking at LGEN and MNG , the current price is silly.

I picked up more earlier, too. My growth stocks seem to have lost their lustre, these days and I have no idea what is going to happen to UK retail so I took the opportunity to sell such UK dependent stuff. No profits, just very small losses.

Sounds like a share buyback plan.

Could be an overreaction, but I am staying out for the foreseeable.

atrm2, has your postillion been struck by lightning?

I have topped up but I had a struggle to get my offer accepted.

I held this stock for years. At times, but not lately, it was tradeable and I made profits. That was then and now I have decided to cut my moderate losses and get out. When Haleon emerged and it price plummeted I ditched half my GSK and bought HLN. Now the SVB fiasco has hit some perfectly good companies stock prices and GSK held firm I sold the rest and bought into LGEN, POLR and TTG.

It does seem GSK is the Cinderella of this sector, but where is Prince Charming?

A bit of welcome volatility? I have ditched the last of my GSK, a stock that drives me nuts, and replaced it with some more LGEN now it is cheaper. A risk, of course, but that's what we do here.

Took the opportunity of current upheavals to dump some UK retail at a small loss and increase my stake here by 25% . It ought to be a bargain but time will tell.