Member Info for Roguemale1

Interesting.

I hold in both ISA and a SIPP? Purchased the last tranche 2/9/25..might be worth asking again?

Now in profit here yippee!

Https://www.constructionenquirer.com/2026/02/17/watkin-jones-clears-gateway-2-for-bristol-student-halls/

OK i'm wrong there it's 50 50. Fair play hands up.

It's the twiddly bit of the business-ex Watsons. The enquirer had it first thing Friday so market not bothered.

The bulk is through Dalton.

Lets see what happens.

Yeah still bullish also but wont increase holding until they provide some unambiguous data to show the remedial liability is reducing and how fast. That will be the catalyst here I think. I just wish they'd be clear and consistent with the way they report it....

Oh Slow.

What happened. I remember the guy who used to talk cricket early on a weekend?

That's quite offensive language mate to some.

Did you cut the boats at 120? Jeez they never came back!

They say you're gonna get snow down there soon-don't let it chill you...

Good luck.

Green bin.

Volumes nothing. But someone is trimming off what's there is at his level...

I mean everyone's underwater but they paid for an asset at what 3p? You'd want a profit on that right?

Looks like someone wants some shares...?

Biggest volume for a while late on...interesting.

I still hope that this is a recovery despite the CEO type construction play. Yer man's fan club is not large where he came from but I think barring disasters this is an easy bag in 18 months. They don't report individual contract wins historically but I know they have picked up some decent stuff in London recently for site in 27. Have a decent base at this level but now just a question of when it starts rising to add at the right time. GLA

Thomson, notwithstanding our differences over the years, fair play and good luck ok?

Best to invite "Grey Hair" also I'd say....

As long as if he drops them, he drops them with a placing in one go Alnwick .........

Good! Nobody can make money on Modular

Best bit for me today is the rate of reduction of leverage. On target to satisfy the covenants that Slow mentioned in a years time maybe-and then divi can resume and ships deferred payments sorted... gonna go steadily north I think for a while yet. FY figures gonna be very interesting.

Actually apols-a few got it.Sorry. I was just remembering a friend. He'd have been happy where things are.

Chill Rupans, it's a music reference. Only me and Smorty, bless him, got it 5 years ago. All good.

Hey Thomson, as you "know who he is/was" are you gonna tell us yet??? LOL.

It’s oh so quiet…..

It’s oh so still……

Not long for the riot

Last year TU was beginning March, year prior was mid April..

The year has started a bit more positively generally and there are plenty of London City high rises coming through. That's an exclusive club so they should get their share at a good margin. I would hope that there is some steady progress now, though selfishly I don't want too much movement too quickly so I can load up some more off other things.. .

1-4 for an argument Rupans?

I would say you needn't worry about labour they'll be gone after the next election, but what comes after is more of a worry. Saga will be fine at least until the final salary pension dollar is all worked through and we wont be worrying by then.

No point in selling this, unless you're a lucky trader, until the divi is back, IMHO and all that.