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Can see shorts here getting burnt fingers lots of upside to come. Very interested in seeing how ii acquisition is going at the time I thought they had paid to much but I expect the numbers will come out pretty good for it.I use ii my self and had my late fathers account also transferred to me recently was very quick and efficient communication excellent.

Still not investing here yet

Doubled my holding today I see recovery and growth here looking forward to the decision on the unit they want to sell could seriously help bring debt down to target and speed up return to dividends.

Take over offers will happen long before any recovery I think interest rates will peak by February and then revert to a new normal low rate like we have had for last 12 years but this is my thinking.So I’m busy filling up my bottom draw and locking some money away in 3/5 saving bonds but just holding of at the minute.

Well we have had a update on trading which seems ok as not another profit down grade apart from the usual inflation pressures.Now the energy bill was forecast to hit £46 mil now maybe 34mil . Uk Shares going to tread water or drift down some more but I’ve added some today the value of the casino business only must surly be on bidders radar at these levels

Tucked a few away today bottom draw no rush for return I know it will come but I must say between now say February my draw will be getting pretty full .

Been watching these going down but reasonable update so worth adding at this lvl for my income only bought 760 but if they drop will top up good luck all.

Speculative buy.Debt very high over 1 billion but be honest I’ve not checked any terms of this yet.They seem to have made a good move fixing electric 2023 though mainly gas till 2025.It will all be down to how consumer confidence plays out and inflation interest rate rises don’t concern a huge amount of people as it finally gives them extra income to spend me included.I don’t see a rush to buy yet but am going to take closer look then add small position knowing this is a long turnaround also there maybe good news for pubs in budget.

I’ve still not bought back in yet but going to be averaging in soon going on saga comments yesterday motor inflation at 13% and expecting it to remain high next year as well but I expect it to be a lot lower.I’ve not long just renewed my car insurance paid £266 last year managed to get them to renew at £315 but could not get cheaper any where else so that’s about 20% mark up.If this is across the board then they may be at a point of recovering inflation costs.

I no retail in general is going to suffer rest of this year and maybe we’ll in to next year but diy is more priority when things need repairs so I think will do ok at Wickes at £1.20 this morning was well worth tucking a few away.

Few negatives looked like a profit warning to me now don’t get me wrong I love primark .

The house market has peaked for now and has been in the press going to head down but by how much and for how long.Over the years the impressive profits have been driven by abnormal interest rates low inflation steady pay and huge government first time buyer support for which are all ending and again buy how much and for how long.For me the golden period has ended for builders for now but when the wind changes as it will I’ll be in.

Bought in today these look good for fair return lots of work for what they specialise in.Only 8% uk exposure operations in 40 countries higher margins than your normal construction companies good and promising pipe line .They seem to have decent track record on returns don’t think I’m in at the bottom but will add on any more weakness.

Looks like there going to be a one shop global player would have topped up first thing this morning but have had committed all spare funds new roof.But I’ll put more if I get the chance

Abrdn are not alone in this sector struggling to turn things around but on a brighter note the ii buy which I thought was expensive at the time may turn out to be a good investment.Even though results poor I’m going to hold.

Lucky for me I hope added this to my collection again.

From 1 September there reducing-some monthly trading charges

Seems to me sales growth is only up due to price increase over all sales have dropped and expected to again and margin under pressure too.

Take it as good news if offer comes should be a better offer either way think good recovery play only small holding here.

Now I don’t ever invest in this sector but are the clouds finally going to lift for kier and see some good price movement.They just seem really good value only time will tell so started off with £1000 starter position good luck all.