Member Info for Carrington

Re my last post - this is exactly what happened with Barratt/Redrow in 2024 - merge to create synergies to reduce overall spend and acquire a greater land bank - gl dyor etc.

"TW gets taken over BY who ?" - not saying a takeover is imminent Denby but when valuations get silly then takeovers/mergers play out - you only have to look at the recent mergers/takeovers with UK companies of late - Schroders/Direct Line/Evelyn/Glencore/ITV - the list goes on and on - when a share is incorrectly valued then value will out in the end one way or another - Taylor Wimpey itself was the result of a merger and atm TW. holds a large land bank - better to merge/takeover a company when land is in place rather than pay the piper to acquire the land and in the process combine synergies to reduce your overall spend, - Shell considered BP for the same reason a short time ago - better to acquire oil/gas fields already in place than go to the expense of exploration with no guarantee of an end result - gl dyor etc.

Back in here this morning at 20.8p - gla dyor etc.

With the UK Long Gilt now below the 89 handle we are now firmly in Lizz Truss territory - so interest on Gov borrowing now higher, add to that the GDP figures this morning with no growth and a decline in manufacturing/industrial production means we are heading into recession unless there is a war settlement pdq - I expected this Gov to create the growth they have been crowing on about by bringing back help to buy and reducing stamp duty for first time buyers as there is tons of growth to be had in a booming housing market - but instead they pursued green energy and raised welfare payments - note to Gov - ffs GET THE GROWTH FIRST to create the wealth - then you can dick around giving money away on vanity projects - this is my worst performing share by some distance - just have to hang on now and hope the war gets resolved and/or TW gets taken over - gla dyor etc.

I must confess I am rather shocked at how much this has fallen, I was going to add a few more at 541p as I thought that may be the bottom😮 - will just have to wait it out now, take the divi although not much in percentage terms and reinvest back into the share - with the UK Long Gilt now sub 89 we are now in Lizz Truss territory and heading full speed into recession unless the Straight of Homuz is freed up pdq - Trump has talked the talk and now needs to walk the walk - only way the SOH is getting freed up is with US warships in there on the Iranian side with air cover - before that is done send as many B52 bombers over the Iranian positions and level it - it is a big ask and would involve a huge amount of casualties but it is the only way unless both sides agree some sort of settlement imo- gla dyor etc.

It is having a good go at busting 164p atm - counting down to the 17th 😊- next stop 176p - gla dyor etc.

Decided to bite the bullet and go back in here with a purchase at 661p - looks cheap on fundamentals atm - lets see - gla dyor etc.

Looking at the intraday graph it is being bought heavily on the dips - the ratio of sells to buys is around 3 to 1 so clearly being bought on a higher bid price - plenty of resistance with sells at 164p which is probably algo driven - need to break 164p to go higher - lets see what plays out this afternoon - gla dyor etc.

JDS15 - " She lost £150 million: others £700m. She said she invested with the fraudsters because they had 5* reviews on Trustpilot!" - Chip paper mate, chip paper - gl dyor etc.

Looking forward to seeing the TRST EPS and ROE on the 17th - going to be good imv as massive amounts of shares being cancelled at low low prices - they have bought back over 21m shares since Sept - 164p resistance on the chart, if that breaks then 176p next target - gla dyor etc.

Couerdelion - yes I read that article matey - you would have to think that Isreal's MOD will need to replenish their orders pretty soon in light of the events in the Middle East right now - so more orders coming down the pipe I suspect - gl dyor etc.

Managed to get in at open for 629p - a good price imv in the scheme of things - terrific dividend so hold long term now until value is realised and bank the divi into the ISA - gla dyor etc.

Decided to sell at 29.3p for an overall 25pct profit, very happy with that - I have taken the view that it is better to have cash right now in this market in order to take advantage of some silly prices out there rather than wait another 2 weeks for a pay out - the silly prices may well have gone in 2 weeks time - gla dyor etc.

Decided to add a few more at 52.2p - share price now almost back to what it was before the results which is just complete madness - will hold indefinitely now and reinvest the dividend which at almost 5pct is not too shabby at all - gla dyor etc.

It is not easy sitting on losses - I am down around 7pct here but will keep adding - I take the view that with oil and gas rising, the threat to the US GDP is real, adding to inflation and curbing any more interest rate cuts - Trump and Co will be aware of that and its consequences which is why I think the war will end sooner rather than later - lets see - gla dyor etc.

As I said in a previous post - share price will be bought in the lead up to results on the 17th March - buy backs are massive right now, the company knows the results are going to be good imv - the market knows it - no issue with oil and gas here as a pure computer related play - looking at the graph 164p then 176p are the next targets - the sp was at 232p a day after their results on the 13th Jan so even at todays price it is still more than 20pct down in less than 2 months - so plenty more upside here - good weekend all - gl dyor etc.

MKS import from Bangladesh and India - these countries will be adversely effected by the Straight Of Homuz closing long term - their fuel costs will rise big time unless the war is resolved pdq and the soh is open for business - down the pipe it may well effect clothing margins for MKS - lets see - I am still looking to add here as I feel the war may finish in a week or so, it basically has to - with Brent now on the 90 dollar handle and gas up on a daily basis the US economy has no chance whatsoever of another interest rate cut especially after those job numbers this afternoon - Mr T and co will not want that, which is why I think the war will end sooner rather than later - lets see

454P TO BUY - a couple of minutes ago 😀😀😀😀😀

Hurricane - I wouldn't get too concerned re the shorts, they are not "naked" shorts as such and will be hedged against options, futures, swaps etc so they make money even if the share price rises - only time to worry about shorts is when it is clearly a distressed company and the shorts are just waiting for a pay out - this is not a financially distressed company as its previous results disclosed - gl dyor etc.

ITV share price marked down yesterday as just about all UK stocks were - now the dust has settled and the market has woken up to the fact that pre-tax profit falling by over a third was primarily due to a tough previous comparator that included a one-off profit from the sale of BritBox International. - some so called investors ceased on that to claim the results yesterday were absolute rubbish instead of looking at the WHOLE results package - ITV now sits on forward price/earnings ratio of around 9.5 which is cheap - the market is now waking up to this even in what is a very turbulent macro environment - gla dyor etc.