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Seems like a bit of a mixed bag of positive and negative news. Weak guidance for 2027 might get punished. Looks like a reset year until they get the new direction fully bedded in. Let’s see where it goes at open but I’m expecting a fall as many shares seem to get hit even on totally good results.

Picked up some more shares today. I'm roughly 1% up on this holding if I include dividends. Not exactly amazing but its a long term hold for the dividend. If they can keep knocking out 10% per annum i don't mind if the share price stays roughly at this level. Any share price growth would be a bonus.

I appreciate the price has gone up to just over £1.02 but as this is going to hopefully be a long term buy and hold for the income i just went ahead and used my isa allowance on this one share.

Picked up another£8 worth today. This is one of my largest positions now. This is now my 4th biggest holding. Down a roughly 13% including dividends but I think this one will pay off long term, but it will take a fair bit of time to recover. Will hold for dividends in my income portfolio.

Taken a small £10k position on this one for the first time at 275p. Interesting to see where this goes. Will be part of my income portfolio.

There are a huge amount of short positions on this stock. If they are right I could see this getting down to 100p. However I try not to time the market as it’s not possible but instead I average down if I think a stock will recover. In the case of NCC I do think it’s well oversold based on the fundamentals.

Bought another £10k at just under 112p. Can’t understand why the share price keeps dropping.

It’s crazier than that as they are already sat on a cash pile from the sale of fox it crypto and are buying back shares. If you’re missing something so am I.

As luck would have it i decided after another huge FTSE sell off this morning i would go in again to a few stocks that i felt were being oversold for the longer run. I had just bought £10k of LGEN at £2.29 and was about to buy £10k of TW at 85p when i noticed the price moved sharply upwards. I still managed to get in at 87p. Also bought £10k of PHP at 93p although that's not moved much. I was down over £45k today at the bottom and now up over £20k on my portfolio. All of this due to the mad tweets from you know who. This market is totally at the mercy of his craziness. Just have to try and see through it is what i keep telling myself which is why i keep buying the dips. I'm still massively down overall though since it all started and its not even been a month.

I think it's being valued at even less than £90m as they were already sat on a cash pile from the sale of fox it crypto area.

I’ve no idea, seems to be crazy cheap. I guess everything is falling due to the situation in the Iran even if it’s exposed or not. Although I would contend that cyber security spending is likely to increase in times of trouble like now. The other huge unknown is what will they do with the massive cash pile. The market is essentially pricing in the cyber security division once escrow is sold as being next to worthless despite having a revenue of over £200m and turning a decent profit even if it has been declining. So tempted to buy more.

Thanks for the reply Spindok. Very insightful thoughts. There is huge volatility at the moment so sitting on ones hands or even selling are reasonable responses at these times. My mindset is to buy when I think things are being mis-priced especially if I think the reason is ultimately transient. I did the same back in 2022 when everything was selling off in the US, I went all in on the US market. Over the last 3 years I have slowly sold out of the US and gone all in to the UK market. It has worked pretty well overall but this however can go wrong, I hold quite a bit of DGE which I bought as it went down and down but it just kept falling. Eventually I stopped buying as there seemed to be no floor to the price. My preference is for larger more stable dividend paying stocks, I'm well aware that dividends are just the same as if I sold some holdings and not free money, but as a long term buy and hold investor I rarely sell. The steady stream of dividends gives me a 'sleep well at night' feeling. I think UKW is at or near its bottom but I could be wrong and many other value type stocks in the FTSE are oversold in the market as well. I never try to time the bottom or top of the market as that's a fools errand, although I do my analysis to try and gauge what I think is a fair price. Time as ever will tell.

Picked up another £9.5k worth this morning at just under 95.5p. I bought another £10k last week. Also bought more NESF, TW and LGEN as they tanked as well. My portfolio has taken a heavy beating this month but as these keep falling i will keep averaging down for the long term income. There is significant fear in the markets at the moment which is understandable but i think these will prove to be good buy and holds for the income long term. Its ben a while since i felt confident enough to buy significant amounts of additional shares with the market being at all time highs until the start of the recent conflict.

Picked up another £10k at just under 94p.

Been buying up more NESF, UKW and LGEN this week.

Part of my long term income portfolio.

This volatile market looks like a buying opportunity to me for the long term.

My portfolio has taken a heavy beating this month but i like that as it means stocks are back in better value territory.

So much fear at the moment.

It’s been down near 90p fairly recently, I bought in at that point. It had been ticking up however. I was hoping for another her chance to bite in the low 90p area. Someone mention 80p at that level I would have gone all in.

Well that was a bit of a disappointment, I was so hoping those calling for a big drop were going to be correct. Was going to buy a load more shares if it tanked.

I already have a large position in TW but I’m hoping weaker hands or those who just want out will sell so I can pile in today at open. The bigger the fall the better.

Picked up another £9k of shares today for my dividend portfolio. Love that this is a quarterly payer. Good luck everyone thats holding.

Just added another £10k worth as well at 125.7p. I worked at NCC for a very long time so maybe I have a blind spot for this holding. I think it’s oversold however just on the fundamentals. Good luck everyone that’s a share holder. As ever DYOR

No idea why the share price is up so much today but happy to see it climb. I’m just 1% off breakeven now if I include dividends and £2.70 will see me back at my average buying price. I have been buying on the way down, mostly for the dividends, but it would be good to see some further share price appreciation too. Good luck everyone.