Member Info for giantsquid

The Iranian regime are just going to keep playing this game. Trump needs to deal with them once and for all. No more second chances. Go in hard and take them out. The Iranian people want this regime gone as does Iran's neighbours. Leaving them in power with a much reduced military would be like taking out 99% of a cancerous tumour. Nothing other than the total destruction and toppling of this retched regime will do.

Https://shareprices.com/risers/ftse-350/

Google AI :

"As of the most recent financial data, Vistry Group's Net Asset Value (NAV) per share (excluding intangibles) has been reported at approximately £773.10p. Other sources have indicated book values per share ranging from approximately £10.15 to £13.96 depending on the specific accounting metrics and reporting periods used"

Buybacks

Tiny number of shares in issue, just 319.6m

The government's partner of choice to deliver the 1.5m new homes target - Vistry stands to benefit from the upcoming financial assistance more than any other housebuilder

Shares currently near their all time low

All i know is if i was shorting Vistry right now i wouldn't be sleeping well at night. Each to their own of course but genuinely i think anyone shorting this right now at these prices and with the homes england financial support about to really kick off, I think they're insane. Absolutely barking.

Various media outlets on x are reporting "over 100 empty tankers are en route to the US to be filled up with American energy"

Middle eastern oil is becoming irrelevant. What began as a crisis is becoming less so. China has already sourced alternative supplies from central Asia. And everyone else is turning to the US. The war may not be over in Iran, but stability is returning, Indeed it's already here. Oil is falling and the markets are already responding positively. Some scoffed at Trump's decision to blockade Hormuz. It's actually a masterclass move as we're now beginning to see.

Iran would use those tariffs to buy Chinese weapons - the US already knows China was about to send a massive shipment - and now they're stopping those tariffs thus denying Iran that income. They're also preventing China from sending Iran weapons. The US is taking control and that's the only way out of this. And oil is now falling which appears to suggest the markets like this latest move by the US, indeed it should bring stability.

The safest time to buy shares is when the price is down during a crisis such as a financial crash or a geopolitical event. And yet something in our brains tells us to do the opposite - to sell, to liquidate, to get out of the market altogether, to run for safety etc. We do this because we associate tanking shares with trouble, some kind of problem that puts our money at risk. Meanwhile the company continues to operate every day as it always does - workers go to work, properties are built and completed and sold or rented out, cash continues to flow in, profits continue to be made - all completely unaffected by what the share price is doing. When we see the share price as just a number that's largely disconnected from the daily workings of the company, it's just a price that's largely dictated by sentiment which can and often does become hugely disproportionate to the actual intrinsic value of the company. The fact is, as with all the housebuilders right now, a very substantial % of the falls we've seen over the past few weeks is entirely down to the Iran war and sentiment around interest rates and inflation. Nothing whatsoever to do with the actual company, the fall is almost entirely due to worsening sentiment around recovery and how long it'll take in the aftermath of the conflict. The truth is we have quality housebuilders, a massive housing shortage, a booming population and share prices way, way below what these companies are actually worth. Those who can't see the opportunity and who lack patience will lose out when the recovery gets underway. Those who are willing to acquire now at these near historic lows and are willing to wait it out, are destined to reap the rewards. Years from now when the housebuilders are back to boom times, we're going to be looking back at the share charts wishing like hell we'd bought during these lows when we still had the chance. History, time and time again, crisis after crisis, has always proved this to be the case. Sectors fall, sectors recover, wars begin, wars end, crisis happen, crisis blows over.

Starmer should ditch middle eastern supplies of jet fuel and make a deal with the US to buy most of our supplies from them. Bypass the strait of Hormuz altogether, make it redundant, and in so doing we stabilise our supply line for years to come as well as strengthen our relationship with the US. Buying from the middle east also funds terrorism - billions of dollars ends up in the wrong hands and ultimately comes back to bite us. Do a deal with the US, end our reliance on the dodgy middle east and make our relationship with the US great again.

https://www.tradewindsnews.com/tankers/tankers-make-rare-voyage-from-us-as-uk-jet-fuel-supply-runs-low/2-1-1969074?zephr_sso_ott=QpYnGF

Oil is falling again, now below $95 and the Dow is surging after Israel and Lebanon agreed to talks to end hostilities. Oil shares likely to fall again tomorrow

* tomorrow (not today 🤪)

Oil is falling again, the Dow is rebounding

The fragile recovery appears to be back on - today could be a good day for UK shares

https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-04-09-2026

Oil prices are falling, the Dow is rebounding

It appears today's wobble may be over - the recovery is back on

Tomorrow could be a good day for UK shares

https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-04-09-2026

Looks like tomorrow could be a good day for UK shares - it appears the recovery is back on

https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-04-09-2026

Israel and Lebanon are engaging in talks to end hostilities - oil prices are falling again, back below $96 and the Dow is rebounding. Looks like tomorrow could be a good day for UK shares

https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-04-09-2026

Simply wall street has fair value at £15.71

Persimmon is debt free with a strong balance sheet, improving margins, strong growth, revenue and underlying profits, 82000 plots of which 70000 have planning permission, £11.27 nav per share

It's consistently ranked the #1 housebuilder to hold for investors due to generous dividends, great financial health and future potential

"It is strong sell"

Selling when the price is down and buying when the price is up is a guaranteed way to lose money. It is the exact opposite of what professional investors would advise you to do. Right now is a golden opportunity to acquire shares at an historic discount. Those who sell are lining themselves up for massive disappointment when the recovery properly gets underway. Patience is everything. Without the ability to do nothing when others are selling, to hold for the long term when others lack the patience, you'll never make it big in investing. I'm no fan of this government but they are still saying the £39bn investment into the housing sector is apparently still on track. Vistry is the government's partner of choice. This is the company that is most set to benefit over the coming years. Beyond this government, Reform has led the last 250+ polls - an astonishing achievement which, if it continues, could see them winning the next general election. With a strongly Britain first agenda, Reform will work wonders for the housebuilding sector - it truly will be build baby build with homes prioritised for British people and help for those trying to get on the ladder. The war in Iran is tiresome and we all want it over - it's a delicate truce right now but sooner or later the conflict will be in the rear view mirror and the long recovery will be underway, perhaps slow at first but likely accelerating with time. Until then, the golden rule remains, that is you never, never, sell when the market is fearful and prices are down. That's the time to capitalise and acquire. There's far more safety in buying at these prices than buying at £10, £12, £15 and so on - it's contrary to how you feel psychologically but it's absolutely true.

The US would never pre announce where they're going to strike. Partly because they know the Iranian regime will force civilians to those areas to form human chains. Which is exactly what we're seeing. With the regime having taken the bait and the civilians safely out of the way, the US can hit the intended targets with minimal casualties. The Iranian regime are about to be outmanoeuvred.

"they're aiming to ensure that they inflict as much pain on the US as possible, that way there's less chance of the US starting again in the future"

Rubbish. Absolute rubbish. The US doesn't need oil or gas from the middle east. They are not affected by the Strait of Hormuz in any way shape or form. They have huge reserves of oil and gas back home, they are entirely self sufficient. Hormuz may be an issue for Europe and elsewhere but it's not an issue for the US. There's no pain being felt back home in the US, gas prices are low due to ample supply from the US mainland.

The UK is a tiny island, 40 times smaller than Canada but with twice the population. The UK is 35 times smaller than Australia but with 2.5 times the population. We have a massive housing shortage. The population is booming, some would argue it's out of control. We have porous borders on top of this whereby hundreds of illegal migrants arrive daily on our shores. If there's one sector that should be absolutely booming it's the housebuilder sector. And yet the opposite is true - not because of any fault of the housebuilders, but because of government decisions that are making housebuilding difficult and expensive. As well as geopolitical events that are helping drive up inflation and likely interest rate hikes to come. The geopolitical issue is bad, but it should be resolved relatively soon although the effects on the economy may linger on for months thereafter. As for the government decisions that are impacting the housebuilders, only a change of government is really going to change anything - Reform is leading in all the polls, has been for the last 250+ polls, so there's a good chance at least we'll have a change of government relatively soon that will put Britain first and British people first and really get the country building and growing again - god knows we need it. This government is destroying the country - everywhere you look it's stagnation and decline and an anti British, foreigners first agenda that is draining taxpayer cash and burdening us with eye watering debt. That needs to stop and Reform would do that as a priority. The housebuilders will be back with a boom just as soon as we vote this appalling government out. And a general election could come as early as next year. Until then the housebuilders will no doubt be quietly getting on with business, unaffected by share price movement which, as Ben Graham once put it, is a voting machine in the short term and a weighing machine in the long term. One thing that's pretty much certain, 5, 10, 20 years from now, investors will very much be looking back on 2026 wishing they'd taken a position in the housebuilders when they had a chance to get in so cheaply. Because at some point soon the huge disparity between housing shortage, booming population and rock bottom valuations is going to push the share prices of the housebuilders probably through the roof. The rise of the housebuilders when it finally happens is likely to be extremely dramatic. An end to the war and a change of politics and things could turn extremely quickly for the housebuilders.

Https://youtu.be/LBqxMNASYnM?si=YqQkZpwIFih_Y2nr

Https://youtu.be/LBqxMNASYnM?si=CRNESMXUOwmOtaZj