Member Info for pdosullivan

Hi all, I have posted a blog about EEP and SPDI, both of which I have shares in, that may be of interest to you. Feedback welcome! The blog can be found here: https://tbifund.wordpress.com/2022/08/13/eep-eep-ln-spdi-spdi-ln-the-alchemists/

Hi all, I have posted a blog about SPDI and EEP, both of which I have shares in, that may be of interest to you. Feedback welcome! The blog can be found here: https://tbifund.wordpress.com/2022/08/13/eep-eep-ln-spdi-spdi-ln-the-alchemists/

Ahead of the listing of Haleon tomorrow please find here a link to a blog I wrote about the company, which I am a shareholder in by virtue of my GSK position. https://tbifund.wordpress.com/2022/07/07/haleon-hln-ln-a-haleon-cure/

Hi all, I've written a blog about Haleon, which by virtue of my GSK shareholding I'll be inheriting shares in, here: https://tbifund.wordpress.com/2022/07/07/haleon-hln-ln-a-haleon-cure/

Feedback very welcome.

Hi all, just giving a second and final push to the blog I wrote about CRH, which I am a shareholder in, that you might find of interest. The blog can be found here. https://tbifund.wordpress.com/2022/06/26/crh-crh-id-the-building-blocks-of-value/

Hi all, I've just written a blog about CRH, which I am a shareholder in, that you might find of interest. The blog can be found here. Feedback very welcome. https://tbifund.wordpress.com/2022/06/26/crh-crh-id-the-building-blocks-of-value/

Hi all, I have bought shares in STV today. In this blog I set out the reasons why I have added it to my portfolio. As ever, DYOR, and feedback is always welcome. https://tbifund.wordpress.com/2022/04/19/stv-stvg-ln-youve-got-to-see-this/

Hi all, just giving a second and final push to my blog on Ryanair, which I am a shareholder in. The blog can be found here: https://tbifund.wordpress.com/2022/03/20/ryanair-rya-id-the-gamechanger/

Hi all, I have written a blog about Ryanair, which I am a shareholder in, that may be of interest to some of you. The blog can be found here: https://tbifund.wordpress.com/2022/03/20/ryanair-rya-id-the-gamechanger/

Hi all, just giving a second and final push to my blog on Royal Mail, which I am a shareholder in and which may be of interest to some of you. The blog can be found here: https://tbifund.wordpress.com/2022/01/22/royal-mail-group-rmg-ln-delivering-returns/

Hi - I’m a private investor. ‘Tbifund’ stands for ‘The brats’ investment fund’!!! I worked on the sell side for 14 years and now work in IR.

Cheers! Yes, hopefully there'll be more positives than negatives when RMG management updates the market next month!

Hi everyone. I have written a blog about Royal Mail, which I am a shareholder in, that may be of interest to you. The blog can be found here: https://tbifund.wordpress.com/2022/01/22/royal-mail-group-rmg-ln-delivering-returns/

Hi all, just giving a second and final push to my blog on BHP, which I am a shareholder in. The blog can be found here: https://tbifund.wordpress.com/2022/01/08/bhp-bhp-ln-material-repositioning/

Hi all, I've written a blog on BHP, which I am a shareholder in, that might be of interest to you. The blog can be found here: https://tbifund.wordpress.com/2022/01/08/bhp-bhp-ln-material-repositioning/

Hi all, just giving a second and final push to my blog on Smith + Nephew, which I am a shareholder in. The blog can be found here: https://tbifund.wordpress.com/2022/01/01/smith-nephew-sn-ln-its-hip-to-be-square/

Hi all, just giving a second and final push to my blog on PRS REIT, which I am a shareholder in. The blog can be found here: https://tbifund.wordpress.com/2022/01/01/the-prs-reit-prsr-ln-safe-as-houses/

Many happy returns and thanks for your feedback!

On the supply chain issues, this is a key focus of management at this time. Pages 6 and 7 of the transcript from the December investor day cover this in detail: https://www.smith-nephew.com/global/assets/pdf/corporate/smith%20nephew%20meet%20the%20management%202021%20transcript.pdf

On debtor days, I’m relaxed about that given the high quality of the customer base.

Happy New Year everyone. I've just written a blog about Smith + Nephew, which I am a shareholder in, that may be of interest to you. The blog can be read here: https://tbifund.wordpress.com/2022/01/01/smith-nephew-sn-ln-its-hip-to-be-square/

Happy New Year all! I've just written a blog on PRS REIT, which I am a shareholder in, that may be of interest to you. The blog can be read here: https://tbifund.wordpress.com/2022/01/01/the-prs-reit-prsr-ln-safe-as-houses/