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Read across from ent is good news and a lower buy price should move up from heee

Should think about whats going on now and further ahead Next already warned on guidance Morrison going to take significant hit to profits Kingfisher guidance bottom of analysis targets this sector and others alike are I think headed for lower profits and how long will it go on for?

I see uk have announced no use of social media football stars tv personality stars etc for advertising which I see as a positive as creates lvl playing field on advertising in uk and will save huge sums spent competing with each other.

I’ve been a bit sceptical about the William hill shops but with the purchase fully funded and 500m fundraising a not must happen as was only to deleverage the debt.So the rest of the business at this price lvl looks good value will lots of growth potential ahead and if the 100m William supposed savings come good I took the plunge this morning after the 3rd £1.88 bounce.You can view the webcast on ii. https://www.ii.co.uk/analysis-commentary/888-holdings-qa-full-year-results-ii523181

They seem cheap and house builders in general but you have Gove to think about and more important inflation.Builders seems to be coping with inflation with higher selling prices but what if house prices take a turn that will eat in to profits very quickly.Houses keep going up are not a given I still see more down side to come.

Small drop on revised guidance will we have another later in the year I would not rule it out and if we do you will see much larger drop.Is a well run business but there up against inflation and shrinking household available spend.

Think if £2.60 does not hold will be looking at lot further down looking at retail stocks as I see them getting a lot cheaper.But will offer some good gains when I say when inflation starts to peek but I think we’re way of yet.

Looks like some directors read my post

Yea looking more like only a unicycle today

Be surprised if it’s not over £2.90 today fingers crossed and this year beating it’s all time high.

No deal is ever done till it’s on the table they may now be thinking there gone in to high companies to well over pay plenty of times. They could still pull out and take a hit and in this investment environment could well drop back below £3.I have no holdings any more here but if it keeps dropping may take a punt.

Phil Bentley buys another 200000 worth shares I would think cma investigation will not come to anything as the company has all ready stated seem cheap cheap.

Think new management have all ready settled in.Just need to see normal recovery later in the year for one off the business the others seem to be trading fine and the integration of Eastmans.There also looking for small bolt on accusations so I think there in a good financial position.Would like to see some more directors buying at this lvl get some more skin in the game.

Hard to believe this is back at its pandemic low is this really going to make a big loss again when everything was shut down.There maybe a slow down higher input costs but will need big dent in profits to justify this price lvl results out soon .

https://www.investorschronicle.co.uk/news/2022/03/04/synthomer-plots-future-without-pandemic-premium/ A cheap recovery play with growth prospects tiny exposure to Ukrainian Russian area.Plenty off good opportunities to invest in as people panic and sell out.

Yea can see people cutting back on going out eating drinking cinema.So what will they do more off probably stay in more britbox costs 5.99 now itvx think may cost bit more but this is small amount compared to any off the above.Now many people have multiple streaming services there paying for like me but as long they don’t push up mega price increases I won’t cut back on any as I spend more time in than out better value for me.

Topped up some more at this lvl .So some people here not happy with the boss and her strategy don’t forget things take time to show there working and it’s been 2 years off stop start.At this value the production side must be worth this much with the rest thrown in for free and any chance off takeover offer must make this a fair punt.

Think the final dividend is 21p xd June . can’t believe company value not a lot more than a billion pounds yet there just going to complete USA buy in March costing think 750 mil.Russian Ukrainian exposure is only 1% revenue.Even the pension deficit has had massive improvement .Cazy times but I guess it pays to be brave.

Topped up few more in the bottom draw

Finally dipped my toe in having been watching for entry point since these were over £2.Have good set not just uk young people never stop spending not like us oldies.