Member Info for Krustysmegma

Makes no sense to me I'm afraid. I don't buy a share at 80p to sell at 95p. And regardless of the gap having been filled, the sp is half what it was previously. So how has the gap being filled helped shareholders in any way?

Under the heading "Strong reasons to buy Strix, a global leader in a niche market", Shares Magazine today goes on to say "Currently trading on a 2022 price to earnings multiple of 13.8, falling to 13.2 next year, we believe there is considerable
scope for share price gains as Strix leverages its leading position and technology to expand its market share even further, with acquisitions offering exciting potential to ramp up its water side."

Please don't get me started on this gap-filling nonsense. The "experts" warned of a gap at 80p on DDDD so waited patiently for it to be filled. SP now 39.5p. Moral of the story? Mind the gap...

These guys are wide open to an unsolicited PE strike. It would be like buying a legal money printing press for those guys. PSN not the only builder at risk, but looking the most vulnerable I think. I know people won't want to buy houses if Russian bombs are dropping on them, I just don't understand why this seems to be the only sector gripped by fear.

All the major HB's look undervalued to me Shanny so take your pick really. I recently realised some gains in TW to take small positions in BDEV and PSN, mainly because I prefer their approach of paying dividends rather than share buy-backs which have replaced the much-lamented special dividend here. There are plenty of reasons to be fearful for the future of the UK housing market, but most of those must be fully priced in already given the NAV here & elsewhere. Good luck, whatever you decide. K

No need to apologise robleo. Shame the Dow has taken the shine off what should have been a good day for HB's generally but that's the environment we're in currently I'm afraid. Hoping things will settle down a bit at the macro level so the focus turns back to the dividends on offer here and at TW (amongst others).

"This is your captain speaking, following our brief flight (of fantasy) we have now landed safely, please collect your luggage as you disembark. Roger (Woger??), over & out"

What don't you like? If SAR have been invited to speak it won't be to give bad news will it? In all likelihood they'll provide information already in the public domain or we'd have had another RNS by now surely?

Fair point Fugazi1, guess I'm looking at it from a long-term holder perspective. I'm aware that builders have borne the brunt of market's concerns about Brexit/pandemic/gov't borrowing/inflation/war etc. etc. and agree that's unlikely to improve much in the short term for sure with disastrous Local Government results to come. Still think this is an excellent investment for the longer-term though.

Should have said, solid trading statement from TW this morning helping support the general rise across the sector. Hopefully much more to come.

Hi all, I recently took small positions here & in BDEV to risk-spread my long-term TW holding. I like the potential yield of both shares and prefer their approach to the share buy-backs which now form part of the TW offer. Hoping to see some capital appreciation here too if/when market sentiment towards the building sector improves. GLA. K

Thanks Admin, appreciated. K

Wow, great call dadean! Hope you backed it up by buying SDRC. Up 30% this morning following news of enfranchisement.

exstatex - reported. Take your nonsense somewhere else.

Reasonable divi?? TW is paying 6.7% and buying back it's own shares! Pop along to your local Nat West and ask them when they intend paying a reasonable divi.
One final "steady as she goes" update from Cap'n Pete and he's off into the sunset. Pity he hasn't taken up one of the vacant NED positions IMHO.

Business section, P4, "Powering up: the race for lithium". Very last para. Next to the Dorsey/Musk guff.

OK thanks IvRoche, I should probably come back this time next year then. GLA.

mention in this week's paper:
"KoBold began drilling last month on land in Greenland that it, along with London-listed partner Bluejay Mining, reckons could hold $1 trillion in battery minerals"
OK so not the first piece of lazy journalism I've read given the preliminaries haven't started yet, and the placing seems to have flattened the spike before it even got going, but this looks quite exciting news on the face of it? Not reflected on this board though, which means I'm wary. K

Ah well, maybe next time. There are plenty of opportunities to be had elsewhere, and as the yield has fallen below 5% now with "real" inflation running at about 8% it's no longer such a compelling share. I'll hold what I have though, for now at least.

It's an interesting comparison Teela. I'm not invested in GRID but do keep a watch on it. I wonder if some of the difference in terms of NAV relates to the maturity of the assets? Some of GSF's sites are still little more than brown/greenfield sites. Perhaps we'll see a rerate here once more of them come onstream?