Member Info for Crossley

Morning Casa. I presume you’ll be off for a while soon?

Your post interests me. I’d be interested in people’s investment strategies. You say you plan, anon a momentum investor. I’d say I’m more of an opportunist.

It might be interesting to what levels of success our different approach's is having? Only two hours left of trading this year so yearly performance figures time.

MrMath, your comment to has me thinking too….

My most poorly performing share this year and largest holding."

Surprised by that as it's also my largest holding and it's also my third most profitable share this year!

Just six and a half trading days until PSN kicks off a busy four weeks. Six of the HB’s I watch with trading updates.

You too Rob, Merry Christmas.

And to all LGen holders, Merry Christmas.

My most poorly performing share this year and largest holding. Very happy with my figures overall though. Not at all worried, it’ll be back to fair value in H1 next year I feel

Hopefully some monies will move out of the US and over to the East at some point in the coming few months. It looks like it’s about time soon to me?

Best of luck

Morning Mary

You seem to pop up quite a bit where I’m browsing.

Nearly bought twice around £8.25 ( Oct 22 & Oct 23 ) and regretted both times. Looking for somewhere similar and await the rise to somewhere close to the £13.40 seen in Jan 23

Merry Christmas!

Should be 14.62 & 20.62p for the year

https://www.dividendmax.com/united-kingdom/london-stock-exchange/life-insurance/legal-and-general-group-plc/dividends

Well Maloo,

You’re clearly an educated person. I had to look supplant up! I wish you all the best, particularly in health above all. You take care and best of luck going forward

Indeed.

My stable companion and largest holding.

That puts you 117% up with divs in four years. Not bad for a stock who’s underperformed for the last couple of years.

Anyways, best of luck and best get back to VOD

Evening Maloo

Not really my thing this but keeping an eye on it at the mo as I generally bargain hunt. Must say, that was a nice buy of yours back in 2020 on LGen. Hope you’ve retained those for the relatively save dividend?

Best of luck to you, and everyone else

Don’t know. HSBC had it as so

Did anybody else see the ordinary trade @ 11.18am for 110 million shares? £73.480 million

Certainly has Gary! I think RT was referring to the article about Citi top picking Wimps & Bellway?

Just a bit of light reading. although from March, while the sector rises, again….

https://www.brunel.ac.uk/news-and-events/news/articles/Builders-are-making-thumping-profits-by-over-charging-for-new-homes-%E2%80%93-new-findings

Berkeley and M&G’s plans get green light despite concerns about ”an incongruous, monolithic wall of development”

Housing secretary Michael Gove has given the green light for a 2,150-home development on the site of a former Homebase and Tesco’s in Hounslow, west London.

A planning inspector had recommended refusal for a development of 16 blocks of up to 17-storeys on the two sites at the Tesco and Homebase sites on Syon Lane on the grounds that some of the buildings were too high.

The planning applications were made by St Edward Homes, a joint venture company owned by M&G Investments and Berkeley.

Let’s see if Berkeley’s results has an effect on the sector?

I’m not sure where the SP will go next but in relation to the FTSE and working with a Beta of 1 ( cannot find evidence of 1.5 except for 2021) sentiment hasn’t been as high here since February of this year. That’s only taking readings on the 1st of each month

UK construction companies indicated a decline in business activity for the third consecutive month during November, led by another sharp fall in residential building. Elevated borrowing costs and subdued demand for new housing projects were widely cited as factors holding back construction activity.

Latest survey data pointed to the steepest reduction in purchasing costs across the construction sector for more than 14 years. This was linked to lower raw material prices, alongside greater competition among suppliers in response to falling demand for construction inputs.

The headline S&P Global / CIPS UK Construction Purchasing Managers’ IndexTM (PMI®) – a seasonally adjusted index tracking changes in total industry activity – registered 45.5 in November, down fractionally from 45.6 in October and below the 50.0 no-change value for the third month running. The latest reading was the second-lowest since May 2020 and signalled a marked reduction in total industry activity.

November data illustrated that house building (index at 39.2) remained by far the weakest-performing segment, followed by civil engineering (43.5). Survey respondents cited cutbacks to residential development projects and a general slowdown in activity due to unfavourable market conditions.

https://www.pmi.spglobal.com/Public/Home/PressRelease/599723631c3844d19444819cb8a3c8f1

Or dandruff if he hadn’t used that head and shoulders?

I do not get the RR thing either. Guess that’s why I foolishly sold out at £2.17 not so long back. In 2013, every week I walked into work, there were ten new starts on the shop floor. They were taking on anyone who had the relevant paperwork. The reason, air travel was projected to double between then and ironically, 2023. The share price was rising a £ every month. Until it finally topped out in Jan 2014 at £12.87. There were 1.88B shares in issue back then. If the share price rises to £2.89 Rolls will be valued higher than any time in their history. Is their future really as bright now as it was all those years ago?

That’s why last Jan was a sell price and now is a buy price?

Morning MrA

And best of luck to you too.

If you’re unaware of PCE, it’s a nice precursor to CPI?

I do tend to trade quite often on CPI data whether above or below consensus.

Not my usual sector this but couldn’t resist a nibble on NatWest on the large drop at the end of October . It was a originally a short term thing but decided to hold longer as hoping, and believe 24 will be a good year.

Again, best of luck to you and all Barc holders