Member Info for AllAtSea

“ Premier Miton duo sell out of issue-hit B&M

Premier Miton managers Jon Hudson and Benji Dawes sold their position in B&M as ‘deep underlying issues’ came to light.

They sold out of the Citywire Elite Companies AA-rated discount retailer in the fourth quarter, which they had held in their £152m Premier Miton UK Growth fund.

‘Value retailers have operated in a difficult environment in recent years as they navigate inflation and competition,’ they said.

‘B&M’s woes were compounded by a serious accounting error which suggested that there were deep underlying issues at the company. In light of this, we took a decision to exit the position.’”

https://citywire.com/investment-trust-insider/news/expert-view-b-and-m-european-retail-fever-tree-discoverie-james-fisher-and-synthomer/a2482995

Yet to understand the recent dip since I could not find a solid basis for it and have done well making additions to my holding while it was low. That said, 755 sounds excessively optimistic for this value stock.

IF NF gets into power you'll be glad you have that stash of gold you bought after the US elections in 2024.

Maybe time to buy a few more?

We've all been there (if we've been anywhere!).

The full year results on Feb 12 will be interesting.

So my researches did not change my view and i have bought more. DYOR!

I'd agree the price is surprisingly low but the resources needed to manipulate the share price of a company this size would be considerable. I tend to #Gerry557's view and believe this could be the buying opportunity I might be missing. I am considering a top up in other words.

"AI Overview

"Slay" as slang means to do something exceptionally well, look amazing, or be incredibly impressive, stemming from Black queer ballroom culture and popularized by artists like Beyoncé, used as a compliment for fashion, performance, or success, similar to "crush it" or "boss it". It's a versatile term expressing admiration, often used as "you slay," "slay," or "slayed it," celebrating authenticity and excellence. "

Was informed of this by yoofs after seeing a gift bag with "Slay Bells" in Tesco. So, incredibly impressive bells for the use of.

Bought a few at 808 , testing the water. Might add in the new year.

"Businesses tend to be psychopathic as their objectives are numerical rather than human. The kind of person who go-gets into positions of authority tends to be a callous narcissistic and immature."

The last company I worked for was the result of a merger between 5 other companies. It struck me that there was a significant difference between the cultures of the different companies. Of course as the mergers took place it was like rats in a sack as managers just above my level fought off their opposite numbers to become the chosen one. The outsourcing was a hoot because it seemed the Indian company who took over the work had made it seem that we would get individual attention given to our needs. Once the contract was signed we discovered we had to take our place in the queue! The IT director got the sack. So yes, it's a dog-eat-dog world when the going gets tough, all the way up the pecking order. Companies perform best when things don't need to be run like that.

“'AI maximalist' Polar Cap Tech bags 66% gain in six months

The tech giant thrived on the AI bull run and manager Ben Rogoff thinks there's plenty of growth to come despite talk of a bubble.“

https://citywire.com/investment-trust-insider/news/ai-maximalist-polar-cap-tech-bags-66-gain-in-six-months/a2480286

ULVR sold the ice cream division for a reason. B&J might have played a part. I've sold half my MICC holding and would buy ULVR with the proceeds but I'd like a lower price! MICC will have to sort out the B&J problem.

On previous occasions when a large company has sold off a part I have done well by investing in the spin off. I don't see that this time.

Deutsche Bank: Paragon is the best value bank

Deutsche Bank says investors will be ‘hard pressed’ to find a more cheaply valued bank than Paragon Banking Group.

"Analyst Robert Noble retained his ‘buy’ recommendation and increased the target price from £10.50 to £11 Citywire Elite Companies + rated bank, which was trading up 1%, or 8.5p, at 797p at the time of writing."

https://citywire.com/investment-trust-insider/news/expert-view-paragon-banking-lendinvest-beazley-bioventix-and-asos/a2480059?re=137317&refea=222385&link_id=2023489

The ice cream business was an odd partner and ultimately ULVR will benefit from their disposal. I will not invest in Magnum.

“ADVICE: Buy

WHY: A solid income stock, with upside potential in future strategy under the Standard Life name”

https://archive.ph/rmfXA

Added a couple of days ago on news of Moody's report and stress testing success. Of insurers, I have long term holdings in AV., MNG and LGEN also. I can't get to like the PRU!

Beware Russian bots!

Picked up a few more of these. Nicely in profit over the years.

"Unilever can't hold any significant share price appreciation. Always drifting downwards"

That's simply not true. Sometimes it goes up. Buy on the dips.

Only held these a short time and got out 17 Nov with a decent profit. RR. wasn't really my forte so no plans to return soon.