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Spire Healthcare, now a member of my portfolio.
With the health service under extraordinary pressure primarily due to the virus, Spire will be beneficiaries of that for a number of years.
Nothing is certain but a logical investment, I would say.
Hi Owls, it struck me when I was looking at Spire Healthcare today that it's one that would probably appeal to you.
Have a nice weekend.
OWLS - Completely agree. Ha! Very good. Shame you won't be in the same division next season. At least you have some football to watch, I did follow Bury but as I'm sure you know, the club was expelled from the football league in 2019. Last time I visited Hillsborough I think you had Dave Jones as manager, who incidentally turned up at Bury as an "adviser" weeks before the expulsion. It was an evening game, I think it finished 4-1 - Ryan Lowe scored for you.
Hi OWLS, enjoy reading your posts. I take it you're a Wednesday supporter? Tough season.
Bought in last week. Confident it can return to pre virus levels in the next 6 months or so.
Bought in last week, will continue to add to my holding when the opportunity presents. Obviously a lot of focus is on California 2022, but as the recent Virginia licence showed, Webis is successfully securing licenses in other States. Additionally, as the recent RNS stated, Webis is being monitored by competitors in regards to an acquisition - certainly an interesting one to watch.
Hi all
Great to see Greatland doing so well, long may it continue. I don't know why people are moaning about GGP on here. Have you read GGP board? It's intolerable! The informative posters are on here and I for one enjoy reading their contributions. Shame about TW, I can't see much improving here for a while unfortunately.
Best of luck.
Hi Nige
Could turn out to be a shrewd move. I ditched my Redrow shares this week and topped up Greatland and Novacyt. Sold at a loss but reckon I will recoup it much quicker. Retained BDEV and TW, for now.
Enjoy the weekend :)
Hi Bamps, do you still venture down to Ashton Gate? I never made it down to Bristol when I was following Bury FC, unfortunately the club was expelled from the league last year so that's put an end to that.
Hi Nige
Thanks for warm welcome. Your attention to detail is admirable, I doubt many put as much time and effort in as you do.
Yes, we've certainly been hit for six a few times over last few weeks (in Bdev too) but the lower order are settling in now :)
No, I haven't sold any NCYT, although I have been tempted to along the way. Hopefully we'll have a sales update Tuesday morning. I don't have life changing money in it, as I'm wary of aim stocks, but I wish I'd put more in under £1. Still, a brilliant return to date.
Good timing with your NCYT purchase.
GGP ticking along nicely, I was too alerted to Greatland by TomE. Thanks, Tom!
I do broadly agree with your analysis, but the wider impact of a recession has to have an impact on builders at least in the short-term (you could argue we've just seen a bit of that from a market perspective) but as demand will outstrip supply for years to come, like you, I believe it's a good long-term investment.
Hope you're having a nice weekend.
Hi all
Have been reading TW page for quite some time now, so thought it's about time I made an account. Much enjoy my evening visit to TW chat, particularly enjoy the contributions of NigeW, TomE and Bamps (I'm sure others are just as insightful!!) Other chats I find are full of obnoxious people, so I tend to stick to reading this as i'm also holding GGP and NCYT, the latter since 30p.
Pleased to see TW starting to bounce back as a bit underwater here.
Best of luck guys.