Member Info for Bev88

Dignity is a solid stock in a dominant position with ownership of crems etc.-no more certain revenue stream exists. Just because GROWTH in earnings and market share were slightly lowered, panic was created and Mr Market presented us with a buying opportunity-many thanks!

This is a great play into infrastructure spending which is a sweet spot at present. Earnings are improving with potential to improve margins now unprofitable contracts have been sorted and their market rating is still below their peers.

You never expect to get full value on liquidation but Dunedin are smart people and in my IMHO this stock is a buy.

This stock is in a great niche with many outlets in growth phases- must be on the radar of bigger fish but well able to power on independently IMO.

Market waking up to great potential at last😤😔

The one investment in the portfolio I had concerns about i.e.Steeper has turned out to be a winner and the rest is at a massive discount of over 30%, soon to be wound down,and all in solid stuff- I don't know of a better value I.T. and I hold plenty.

Whilst this outfit are active purchasers , time will tell if they are in same class as Unite and Watkin when it comes to execution which is key to long term success. Current price softness may reflect some doubts.

Having held and followed this stock closely for over 15 years the market rating has behaved bizarrely. In the early days under Stan Clark the asset value was way below the share price,presumably based largely on market confidence in the management.Bill Oliver has proved a worthy successor and asset value has powered ahead ,but the share price is now miles below. A great opportunity awaits the new incumbant to build on and laud the merits of his inheritance. Interesting times indeed!

Latest update confirms belief that recent negative comments are unfounded and things look positive going into 2017.

One or two family members present of which I am not one or even closely involved, as with Daejan ,but long term investor in both- possibly my best investments in over 50 years.

Relax titeass- your recent purchase is a sound one. The CEO flagged up hectic year end transactions making a slower start inevitable this year. Focus on lower borrowings,increase in asset value and increase in price of sales relative to book value-implying net assets of over twice share price if all trading properties were revalued. This is a long term story rather than a quick fix and will continue to be my major investment by far.

Noticeably better results than other recently reporting property companies. This is no doubt helped by significant assets in USA. One day the market will reward this outfit with a rating they so clearly deserve based on asset value and solid performance over many years.

This looks like another marker overreaction to a disappointing , but not terrible, update. We had the same with Capita recently-these present opportunities for those of us prepared to look more than a week or two ahead.Even solid companies have their bumps in the road,but to wipe off 30%or so from the perceived value in a week is irrational at best.

The company is in a great niche area with good margins and growth. The temporary suspension of one dividend , however, representing 2% or so of the share value,caused by external interest rate factors, apparently suddenly makes the company worth 20%or so less! Draw your own conclusions about the market behaviour.

Sentiment is changing to the sector and St Modwen have been grossly oversold so the market is picking up on this. Over the years they have normally been at a premium to asset value in view of sound management in a niche area which they know well..Sell off has created a huge discount, to advancing sound assets and prospects appear as good ,if not better, than ever. My boots are full and I don't expect to be disappointed!

At the current discount to the market despite the current powerful growth in all metrics this stock must be getting noticed. Meanwhile shareholders can enjoy the ride whilst trousering increased dividends .

At long last this ridiculously undervalued stock is beginning to motor. With the huge holding in Ocean Wilsons at a year's high they surely have much further to go!

CEO Duncan Sinclair , assisted by the Company Secretary, pleased the well attended AGM today by highlighting a superb set of financial metrics the company has achieved in his presentation. He also stated that sale prices obtained had not noticeably changed since Brexit supporting his confident outlook for another good year ahead.

Once again great results. Bizarre selling must be forced selling by trackers and the like now shares no longer in all share index. Personally I couldn't care less and have bought more in the knowledge that the solid divs. are more than 3 times covered by rock solid assets with a likely massive appreciation of shareprice as a bonus-what's not to like?

The trades marked as purchases must have been sales as I couldn't get cheaper than £106 to buy all day .Seems like the market makers have been up to mischief. My boots are full -bottom line is you can't buy around £200 worth of expertly managed residential property for £106 anywhere else!