Member Info for jamesmaggs

I won’t bore you with the details but sorting the new pad out to include my old mum and all that,alas no lottery win or big holding rocketing, most of mine are running out of fuel and paying a few divs whilst they drop in value lol.

Definitely something wrong there,get in and it’s red or black I guess!

Evening all, hope everyone doing okay and navigating the ebbs and flows of the shares! Bought a few Halfords yesterday,nearly averaged down on petrofac but didn’t because we’ve just bought another property(thankfully) and busy with trades and everything associated with a big project trying to figure out the ones who are worth investing effort and money and time into from the ones who either want to muck you around or rip you off whilst doing most of it ourselves lol!

All quiet at the land, leaves fallen and wildlife digging in for winter which seems to be on us very quickly since I last posted in!

Same message on income and surprisingly honest transparency about ‘how it is’.

Recovery on the constituent holdings values,get paid to wait. Nothing more to say really, good luck all.

Interesting reading there and worth bearing in mind when it says about consumer spending returning that there are a lot of them!

I don’t recall seeing a 10p discount to nav on these before so there’s clearly some upside short term.

A friend of mine has switched all his divs to scrip/drip reinvests this year which is a great longterm view with these prices.

Cheers for that mate. Makes sens. GLM

Or which year?!!

I’m sure they’ll all go back up and once they break even I’ll be so naffed off holding them and waiting so long I’ll sell most of them and then watch them rocket….im sure I’m not the only person who does that!

The scary thing is that a lot of my averages are averaged down and bought at the bottom every time lol

Fair play, adding at a discount to nav with this yield makes a lot of sense.

Income wise, no complaints on that score and delivery too has been fantastic including paying during the pandemic when a lot didn’t!

Not with a 25 quid average I won’t be lol.

Morning all, good to see persimmon and direct line up slightly, bought a few rank the other day and none of my specs are worth even half what I paid for them, there’s worse out there mind you!

A bit parky up at the land currently but looks great in the sunlight with the leaves on the turn.

Thanks for that, I guess it comes down to the value of their holdings which are determined by the ‘factors’ but the switch from premium to discount is something they might address with a switch to a different strategy maybe?

The only thing we can all agree on is that we’re not happy with the SP!

I can’t imagine the fund managers are either.

Looking at similar investments in AAIF, JCGI etc gives me some comfort that’s it’s not just us.

The only thing I’ve noticed over the last few months that’s changed is the premium to nav has become a discount to nav and just wondered what fellow holders think of that?

You too bud.

Cheers Kenny and Troj, research is great except when it goes wrong like charts etc. I recently bought a few safestyle(thankfully only a few) cos I got chatting to a fitter on a job who said they were really busy and now they’re kaput!

Politics I try not to watch too much because it winds me up with the Turkish dictator/over reached his term or whatever moralising away about Isreal when he’s happy to bomb the ‘f’ out of the Kurds and on that subject(dare I….) even my leftie mate says the terrorists in Gaza have blood on their hands for starting this and he’s a corbyn supporter lol.

Anyway point is no innocents should ever die and unfortunately they do all the time because some people in power will always disregard when it suits them!

Batten down the hatches as a big storm brewing!!

Or the perennial anti vaxer or whoever it is that likes to fill the screen with all manner of drivel!

Like that sometimes bud. At least it’s not religion or politics that always drags a few outrages!

Could be but I thought they were very diversified in their activities, not much interest in them since the IC stopped plugging them it has to be said!

The insurance one right down there and looks like an all or nothing one now. Lots of maybe raising, selling off bits that don’t cover the debt and all the ingredients of a recovery or bust type now?

Interesting one zambeef, had them yonks ago and you’d think a food producer in that part of the world would be a winner but never seems to get any traction?

Was looking at RQIH again today and isn’t it amazing how objectively you can look at one you’re not holding, can’t make my mind up on them, thoughts?

Thanks for the info Bott et al.

Strange!