Member Info for CSDI1962

CSDI TRADES AGAIN
1. Sold ASEI @ 371.5p for 20% profit over 5 mths. The SP tends to react slowly to market move, so thinking it may be a delayed drop that gives me chance to repurchase. Altho wondering whether wiser to hold fire for few days now.
2. Added another £1K worth of NCYT @ £4 ish, to go with £1K @ 452p and £2K @ 503p. Now got average of 464p. Hope do not need to add any more, as my next purhcase would be arounf 350p.
Thinking now about LUK2 if the FTSE bounces back, or SUK2 if we are going into a storm.
Nice to have just a little bit of ammunition left (£3.3K or 8% of p/f).
Tin Hat staying on for now !
GLA - C

Morning all,
Well I did say .... "waiting for proverbial kick in teeth"
FTSE100 - not one riser - that'spretty rare in itself
FTSE 250 - 7 risers only.
Oh well, tin hats on for today. How long will they be needed for ?
down just under £1000 so far today, wiping out about 3/4 of this month profit. Guess that's how the cookie crumbles.
Better get on and earn some wages then
Take care all, Cheers - C

Hi N - I'm not a fan of these special divis with share restructures.

Had one with SLA in 2018, which resulted in lower SP and fewer shares for future divis.
Felt robbed.
Eventually sold in Dec 2020 @ 285p, taking small loss, mainly thanks to 3 yrs of divis.
Moved to Aviva and made 13% profit in 3 months. Sold but should have held (with hindsight).
Think TSCO's restructure quite similar.
Waited for SP to settle and had recent purhcase at 223p just aiming for short term 5% or so in run up to normal divi.
Keen to buy SUPR when I get chance again, and hoping for a small pullback from one of their regular capital raises to buy new properties. Did buy on 31/12/20 and sell on 23rd April for 8% profit, assisted by two quarterly divis. Plan to purchase before next ex div in mid July.
notice MRW has 5p ex div next week, which would tempt me if TSCO rises quick enough, but both go ex-div on 20th.
Cheers - C

Afternoon all
Sold AEWU at 98.1p as counted that as £1 target with the recent 2p divi - is that cheating LOL ?
So that's about a nice 5% profit in a fortnight, and maintains my weekly target of £100 profit.
Overall p/f up nearly £150 today aided by some end of day favourable pricing. No doubt will unravel a little on open tomorrow. Having a lovely run atm and edging near break-even from Jan 2018.
I've had 6 profitable days in a row, and waiting for the proverbial kick in the teeth.
I know the market does its own thing, and wonder how long it will keep staggering uphill before the inevitable fall, which tends to be fast and furious.

V - you may need a refresher course form the Master Tutor - T.
N - Nice work with LLOY and the BRWM
S - wil eventually complete project and return to a healthy sight of PFC.
T - Hope that back is on the mend, and not interfering with share accumulation of ASC, MCRO et al
O - BEG pulling up a bit today, and I've gone big by my standard on AVST for the short term trade/divi, with 11% of p/f to make it my 2nd biggest holding behind RDSB and ahead of the slim-lined GSK and IMB at 10% each.
K - did you plump for SBRY ? I've got a few shares in TSCO bought a fortnight ago, just in profit by about 2%, and aiming for 5% by ex div next week. Seemed good supprt at 220, when I bought at 223. SBRY up 25% over 6 mths compared to TSCO just 4%. I might chase SBRY divi after TSCOs, as I've done swapping bw BATS and IMB.
Cheers all - and trust our absent brigadiers keeping well with noses to grindstones

Afternoon all,
Usu late appearance from CSDI. Cricket was cancelled on Saturday and yesterday spent all day looking for a old car as a temp runaround, as want to exit my PCP contract if I can. Like many been stuck with car finance, but such low mileage makes it over costly, and hard to exit when in negative equity. Hopefully got a plan to escape and cut short the contract.
The reamining amount on contract will cover purchase of an old car - so put a deposit on a 58 plate Mondeo yesterday. This will be handy for 25 y/o to share with me as well as insurance easier for him.
Put my last funds back in the market this morning
1. Bought 1500 VOD shares for short term trade @ 142.4p - good momentum on 52 wk high. Results due 18th, hoping for a good run to 150 or so, and with divi at LY level should attract the income seekers.
2. Added another 500 AVST @ 460p, to add to those @ 488p. Again short term idea, with ex div this week. Counting on suport holding around 450 and if repeats LY price action should head back to 500 with the divi in my pocket.

O - BEG's acquisition looks soundly based. Adds a string to their bow when business will be needing finance to shore up their balance sheets. Its good to have different directional offerings - as often complimentary when one business goes under you often get a phoenix company starting up from those same ashes. Expect growth to come.

Note that Mail on sunday's tip of Trident Royalties (TTR) gone flying today. Quite common to see Monday fliers based on the Midas Tips for small caps/AIM shares. Again quite often short lived rise created by MMs before SP settles back to where it was. Quite topical atm with commodities on a tear. Wish I kept hold of BERI, but happy with CEY recovery and POLY.
RIO over £67 now and all big miners strong risers. I think BERI & BRWM tend to react few hours after the individual stocks have moved. My only general fund is ASEI which has RIO and BHP in its top 10 holdings. An alternative not so well known is IUKD - a divi fund based on top 50 divi payers out of the FT350, but contains a number of non-payers after covid cacnelled lots of divis.

Think my p/f is a little down so far today but nothing to worry about yet. Now got 15 shares which is a lot for me, fully invested, and waiting to see if any of my trading targets get hit. I think TSCO is closest to my TP atm about 3% to go, while AEWU keeps suprising me nicely.

cheers & GLA - CSDI

Good finish to the week for CSDI p/f.
My delayed dividends have arrived at last, pre-funded, as Embark still not received from Equiniti.
Another £250 + gain today, to make it over £1100 for the week.
Just like the FTSE its a new 52 wk high for CSDI, and now within 1.3% of my starting capital, compared to FTSE 8% down over same period. Better watch out for nose bleeds.
how much further to go, before markets bite us on the backside ?

Hope everyone had good week. CSDI p/f +2.75% for the week, but only +6.4% YTD.
Instruction from our tutor T - must do better !

It's Friday - so must good for fish'n'chips after a walk in the sun that has mad an appearance.
Cheers, take care all - C

** CSDI TRADE ALERT **
Just bought 600 CMCX @ 469.5p + costs.
Target 10% profit or hold for divi, which should be very tasty increase on LY imo.
You are advised to avoid this share for your own financial well-being LOL
Cheers - C

Morning all
O - Thnx for all that. down on both AVST and BEG for now, but happy to hold. May top up in future but no plans as yet.
T - Trust your ASC family getting bigger as market kindly obliges with lower range of SP.
K - A bit more flair to your share selection than my UK picks.
N - can you give me a guide on how to make profit with bank shares please - as my history is shocking !

CSDI trades again - sold BATS @ 2846 to beat my £100 target profit - nice result for 17 days invested.
So now got about £7K to put to work, but nothing planned for today.

Cheers & GLA - C

wow - surprsingly good day for my p/f - with some uplift in closing SPs too.
1. sold 1 batch of IMB @ 1573 for 10% profit (over 6 mths)
2. sold only remaining batch of POLY @ 1590 4.3% profit in a wk (to beat £100 target)
Gain of £778 today, 1.9% on whole p/f, makes up for yesterdays lagging performance.
Thnx to 3% rise in my two backy shares and the goldies up 5% or so CEY & POLY.
My p/f has hit a new calender year high +5.6% , but I am behind my FTSE target of 9.5% rise YTD.
Fingers crossed the rise continues, but as always prepared for a fall after a big gaining day.
Hope everyone been successful today.
It seems most of my share picks are in a different world to majority of Brigadiers.
Cheers - C

T - hope that back allows you to sleep better tonight
N - always good to bag a profit.
K - warming to the Brigadiers trading room
This talk of pea****s is very confusing, running round at 5am and keeping M awake.
Retail therapy means nothing to me.
V - nice trading with ODX, always another opportunity to be sought when shares rise after selling. Or wait for new range to establish.
O - as each day goes by, wish I'd taken notice re AVST
Anyone else suffering with NCYT ? Might just have to buy a few more to average down again. After looking good early today, ends in the red for 7th day in a row. Hard to believe is went from 360 to 580 just a few days ago and back down to 412 at close today.
S - hiding in his porch
Time to prep for 6.30 tel appt with new client.

Take care all - Cheers - C

Afternoon all
Nothing to report on trading front - all shares still in tact and up about £200 so far today.
The POLY divi has been a good trade, as only fallen about 50% of the divi amount.
A couple of my IMB batches getting close to 10% profit levels, so will have to decided whether to stick ot sell some.
My first target is 1588, so about 20p short atm.
Chess last night was a crackin match, with my game being the decider and last to finish, with about 20 club members all watching on line. Unfortunaltey I let the team down and lost with all guns blazing, much to the enjoyment of our opposition. Not unusual for me, as tough playing online when on computer all day with work. Hope soon get back to proper chess, where things look different on table and board, rather than a flat screen. Well that's my excuse for being beaten by a 82 yr old - very impressive he is.
Time for corned-beef butty again - and with the sun out may get a lunchtime walk done.
Catch you laters - cheers - C

R - I like that, and deffo fits me.

Just sending reminder to all chess colleagues for tonight's "big derby".
More fun than usual as get to play 2 games each, one with white and black, and both players get 30 minutes to play each game. If you run out of time you lose. This is a "Rapid-play" league match (online).

Catch you all tomorrow, take care folks, and assume you've all had good trading day.
As for me, gained a paltry £30 - but would not complain if could do that every day.

Cheers - C

Decided to take a small punt on GGP as a trade. Only 7.5k shares @ 20.3p, looking for a bounce back to 23p. Counting on the 19/20p support holding, but now I've bought you all know what to expect.
Apologies in advance to all Brigadiers holding GGP, time to get your tin hats out...

Cheers - C

K - Yes I am aware of GSK issues as been a LTHer. I sold some on the Elliot News on 15th April @ 1353p and note the SP not been above that days level since. I've cut down from 6 batches to 3 now at costs of 1612, 1479 and 1388 respectively excl comms & SD, so have average cost 1516, and received divis of approx 50p as a weighted average. I've traded/invested in GSK since 2007, so seen SP drop to £10. It was over 20% of my p/f a few months ago, but down to 10% now and have a TP of £15 to sell my next batch. It's been disappointing since hitting £18 early 2020, and with divi at 80p for this year, I will be holding until the split goes ahead in 2022. always worth topping up in drops of 10% or so, so I would add on a fall to 1250 and sell on jump to £15 and in the meantime just keeping taking the drugs (divi lol).

Cheers & GL - C

O - No fun when these things play up. One day Mrs CSDI would like us to have a motorhome, as flying is not good for her. We had a tourer (Fleetwood Avante 550/4) a few years ago, but gave it up as not enough use to justify the cost. Trust it can be fixed easily enough.

M - Always wise to do nowt when in doubt.

N - Nice trades in crypto-land, where my SIPP is banned.

T - Keep nursing those (ASC) babies, you know they will grow up into fine shares.
Keep moving with the back as much as you can, as long as it does not put strain on anything.
Are "heat pads" any use, as some time relieve pain.

S - Hope the weather better down there, than it is up in NW. I've not had my lunchtime walk for a few days now.

Got a chess match tonight - with my own club teams playing against each other.
Last night saw our 2nd team reach a play-off final in 4NCL, which will decide divisional winners.

done my little trade - sold POLY @ 1553 after buying @ 1502 - all profit as got free trades on them.
So its 1-0 this month, after 12-1 success last month. Not expecting many trades as carrying a lot of losses atm.

K - no trades = nothing lost. Hopefully our shares will bounce back - patience needed when things look glum.

GLA - C

Morning all
FTSE flying today, CSDI p/f dying. Strange to see my p/f down, but shows how contrary my p/f can be. Yesterday in a down day my p/f held its own, but today I am missing the boat. Damage again being done by 88E and NCYT, and most others in red. Only GSK & RDSB matching the market today. Today should see a sale of my POLY 2nd batch, as it goes ex div tomorrow for 89 USc, worth over 4% of current SP. I will keep the other batch, as hope SP will climb back quickly after ex-div. Nice to be able to back both ways, with a 3% gain since Friday so far. Need a positive day to add a little more before selling later - fingers crossed.
GLA - C

Jst checked clsoing prices and pleased with a £60 gain on the day, despite 6% falls from 88E and NCYT.
The bad news seems to have helped the goldies today with POLY +3% and CEY + 2.5%. Glad I added to POLY on Friday, with a view to the divi on Thursday. With two batches should be able to sell one and hold one. Decent day for BATS/IMB which take up 20% of my little p/f.

Surprised at the fall in CMC, and keep that on my watchlist, although no spare funds atm as I'm "all-in" as they say in the poker comps.

Cheers - C

Afternoon all
Noticed FTSE drop by 50 pts as having corn beef butty - note to CSDI - must change this habit.
My p/f was moving nicely when I looked earlier, but given most back now. Still + £150 so far today.
NCYT acting as a drain. Few risers of 2% or so with ASEI, PDG, POLY & RDSB.
not expecting any trades today - with eye on POLY's divi for Thursday for potential sell.
Need all the others to rise further before considering any other sells. Lots of divis comingup this month so hoping will help.
The old adage of "sell in May" may come into play if US markets decide its time for a pull-back, but generally most commentators think FTSE/UK got some way to go yet as lagged for so long.

M - nice work on TUI
T - ditto on FRES
N - having good run with CARD, LLOY etc - keep going out and coming back does the trick
V - F1 was pretty tedious after early safety car.
S - keeping busy with porch project
O - I should have lsitened and avoided AVST, although not panicking yet.

Had to chuckle on Sunday as my 19 y/o bought Sky-Sports-pass for the day, so we could watch F1 live and the Man U vs Liverpool match - my youngest son supports MUFC, while me and oldest son support LFC. what a waste of money eh as never got to see the main event !
Cricket team had a resounding win against a top 4 contender, in low scoring match. Wicket was very poor for a ground that regularly hosts minor-counties cricket. Makes me laugh when they pay a professional groundsman £000s and their wicket is sub-standard compared to ours looked after voluntarily. Excellent result, leaves team 3rd in table for now.
BH Monday always a nightmare going anywhere, so decided to treat as normal working day.
P/f dropped while typing msg - looks like trouble brewing.

Take care all - back to my bread'n'butter subbies accounts and tax return.

Cheers - C

Evening all,
Tasks accomplished to avoid filing penalties - hurrah.

Hope everyone had worthwhile week trading the ups and downs.
Just updating my p/f stats and plans for trading next month.
with 14 shares it is the most I've had for a long time and now have 8 of them allocated for trading, and 6 for holding.
Even got 3 with no dividends, which is a complete change of strategy from my historical HY targets.
Overall I am down £95 for the week, which is a little disappointing although the completed trades made a profit of £284.
I've managed to increase my p/f by £7.7K (22%) over the last 6 mths, and now have a deficit of under £2K (3.2%) from my starting point, despite withdrawing 29% of the starting pot in year 1. With less capital it has harder to generate the profits in £ terms. However I cannot start feeling too clever as the market has been on a tremendous run over last 6 months with the FTSE up 25%. I am currently sitting on about £3.5K of net losses of which £850 is from my IMB purchase in 2018 and £1100 is from my first two purchases of RDSB in 2018 and early 2020.
I know you guys trade with bigger funds than me, but I suspect I have the most fun (and least to lose !) with my rapidly expanding spreadsheet to keep track of everything - most of which is probably pointless - but keeps me happy on my busman's holiday.
Talking of busman's holiday, looking forward to cricket scoring as I've got an 11.00 start for tomorrow's away game and just hope the weather is fair. Last week's match was great entertainment and I even get paid pocket money for keeping the book and scoreboard ticking over.

F1 should be good again this weekend, and the thought of going to Dutch GP later in year with all Verstappen fans there should be another brill experience, and more than compensates for missing out on Japan.

Have a good long weekend one and all, keep safe and take care.

Cheers - C

Good evening all - CSDI late to attend as always.
Bit of stress with unexpected case cropping up, potential fines if not sorted today !
Hopefully got matter in hand, but will mean an unwanted late finish for a Friday.

Spent my proceeds from ASEI, using a couple of free commissions I had negotiated.
Topped up POLY with another 100 shares @ £15.02 for next week's divi. Plenty of fun trying to trade this one.
Add another 200 NCYT @ 452p, to add to other 400 @ 504p. Fingers crossed.

P/F up a little today - mainly through backys, and BEG after yersterdays manipulation at the close.
Down about £100 on the week so far, which would be a shame as was hoping to make a current year high for the p/f.
Still up just over £1K on the month, but as a %age it is less than my FTSE100 comparison.
Will I ever get the p/f back into profit ?

hope everyone having fantastic Friday.

N - I've been to Spa a couple of times - once in 1991 and again in 2014 or 15.
2019 was Monza for the 2nd time, and 2020 was supposed to be Japan.
My favourite was Abu Dhabi in 2012 - for my 50th birthday.
Monaco was something else in 2009 when Button won title
I'm very lucky my best mate has been able to finance things, but not expecting as much fun in future as his business has been decimated by Covid and forced to cease trading.

Back to reality ... time to knuckle down - for a corned beef butty !

Cheers - C

K - Sport is good - be it cricket, footy or rugby. Snooker and tennis in small doses is ok but not time for golf. My best mate is F1 fanatic, so I go to keep him company around the GPs. We were going to Japan this year, but think that's a no-go now as he's just told me I'm going to the Dutch GP early September. I've had some great trips, incl South Africa and Brazil for world cups too all at my mate's expense. I'm not too proud to travel to events, as long as I can provide some beer money ! We've been best mates over 40 yrs, even though he is Toffee season ticket holder, and I support the red-half of Merseyside.
My p/f took a hammering today - very disappointing as wiped out 40% of this months profit - ouch !

O - yes I noticed the strange drop with BEG's closing SP. Expect it will open up tomorrow.
Get it quite (in both directions) a lot with my shares, esp ASEI, and smaller shares like 88E, PDG etc

Good to see everyone busy, even if results not great today. No worries as tomorrow is a new start as always.

T - hope that back problem is easing/healing - bloody painful as I know from old issues leading to a minor op.

apologies for not including team leader S and and other brigadiers - it's hard keeping upto date with all the chat in here.

Take care all - cheers - C