Member Info for plumpicker

Think the board are to be congratulated on this deal. As UK moves full speed towards Beachy Head this puts some money in the coffers. Griffin Brewery is a museum piece so some licensed efficient brewing should help take the strain. The days of using the brewery waste as pig feed and delivery by diesel truck are coming to an end and Fullers know it.

Shame this is getting hit but ready to buy back after brexit commotion as previously stated in September.

Those of us that held Grainger in 2008 will remember the bumpy ride following the property crash. This has had a good run and I am taking some profit over the coming months with a view to seeing where this is sitting post brexit. Grainger are much stronger now but the markets could hammer this if property prices continue to drop. They are very South East based never really expanded into Germany. Sure there is a counter argument with pound dropping etc but cash could be king post March 2019.

I accept the comparison is not in the same league however Dentsu will are taking WPPs AB InBev account so a reminder of pressure from the traditional competition as well. Just think WPP markets are changing very rapidly and Mr Sorrell needs to remain at the top of the game which could be challenging given current distractions. Dismissing the likes of Accenture doesn,t help and if the little boys become big boys like Brewdog they appear to have little need for WPP services. Zero based budgeting appears to be a tool used by both the minnows and the big boys.

Reading Business for Punks this week by the Brewdog guy. What struck me was how they completely by-pass traditional advertising and set themselves zero or minimal budgets and still make a real impact. Personally think WPP will slowly lose customer base as majors are realising they can do it themselves or bring in consultancies. WPP have potential to take their eye off the ball with the Sorrell carry on. Granted they have many revenue streams but advertising always sat at the top of what they do and I don,t think they are adapting quickly enough. With companies like Heineken utilising Google and Facebook and consultants moving in, WPP could become a could do without quite quickly.

Top of my watchlist at the moment. Just trying to get up to speed.

Good results but one minor area to note. Sir Simon Stevens put a ban on sugary drinks and fatty food in hospital outlets the other day. Interestingly Costa not going out their way to support. This might have something to do with some 80% of the range fail the sugar test. Basically they will be left selling tea, coffee and espresso in hospitals unless some radical new recipes are introduced. Greggs etc have been leading the way and are already well ahead on healthy ranges in this environment.

Think this company will be watching budget closely. The business rate hikes could hit Fullers quite hard.

Impressed how many of us were introduced to shares through Standard Life. I agree it is a plodder but it is one of the few shares I always feel you have an inner confidence with. I also used the Scottish Referendum and Brexit to top up which demonstrates the strength and resilience of this share bouncing back from both events fairly quickly. Any drop in the markets of significance now, this is the first place I look for a buy opportunity. Bring on the next 5 years.

My observations of the drive in Greggs in Blyth Northumberland during last weeks Tall Ships event. It is situated a few hundred yards from a Macdonalds on a busy 30 mph road on the site of a disused pub. Greggs clearly had far heavier footfall with queues out the door. My friend who lives nearby said this Greggs was always packed and it was not just the event. This new concept could be a real winner especially considering how many run down pubs and old petrol stations sit on busy commuter and town roads throughout the country. Happy to keep topping up this stock post Brexit.

There appears some steady hands invested here and i often get wise words when questioning whats going on. I sold half of mine at 11500 as I need profit like any newish investor but still think something is in the pipeline so staying in for whatever lies ahead. Something or someone is taking this down at the moment.

Something driving price down?

Found this. http://maynardpaton.com/2014/04/18/mountview-estates-plc-why-im-up-70-in-3-years/ I know mainly old news but the last bit caught my eye again about Mr Sinclair again and wondered if anyone had thoughts on the last two paragraphs and how any move would impact on shareprice?

On the same day MTVW put out their statement clear that buying there is money better spent than here at the moment. Just holding a few here whilst buying at every opportunity with MTVW.

Nav of over £160 a share, still cheap and I am still buying . With Djan and SHB I have had a good week. Shame Tesco always spoils it!

Grainger reporting final results on 20th Nov with MTVW and SHB on the 27th November. Hoping Grainger will give a indication of London market feeling and tempt me into a MTVW top up pre results. MTVW was tipped on Motley Fool on 15 October with a very positive write up.

Yes recent drop from £88 suggests still room to top up further at current levels. Djan starting to steadily move in right direction also.

Brokers still positive on Grainger and they continue to perform. Question will the general dampening of housing market keep them down around 200-230p. Wellesley project now fully through planning for 3850 new homes. Mentioned on another board that I bailed most of my stock and took a good profit some months ago. But still watching this with an eye on buying opportunities on general market sentiment. Their core business is renting solutions around London which is doing well and maybe the building side is keeping Grainger down even though Wellesley is a great project. Maybe it is a little too philanthropic for general building but I think Grainger pride themselves on leaving a legacy, just hope market is a little sympathetic to the cause! Reputation does matter but a profit is a profit and I got a little over excited a few months ago and realised it was time to buy similar companies like MTVW with a better balance sheet. Keeping the faith just with smaller amounts.

Seemed at over -4.5% today a nice chance to top up the ISA. Steadily becoming my number 1 ISA share.

Divvy has been corrected to November, they must be listening to you people, as a follower I have added to my still half empty boots a few times over the past weeks. Hopefully see the share price moving up now.