Member Info for Scousemouse

Been following this company for a while and decided to buy in today and paid £5.33 per share.

Https://www.londonstockexchange.com/news-article/PHP/statement-regarding-press-speculation/17653677

Burnham can say what he wants about the bond market, being in hock etc, but should he be elected as leader then whoever he appoints as Chancellor is stuck with them!!

As are we with this REIT and how sensitive it is to bond yields.

What an annoying holding this is!!

I have held shares in Greggs for 12 months and last week decided to sell all shares in my SIPP as this has been a very frustrating holding, to say the least. Good luck to all who are continuing to hold.

*16th May 2026.

This is from an article in the Times, dated the 15th May 2026 " As a result, work must stop on plots at private sector developments that are either unsold or will not legally complete until after June 30...Work can only continue for plots that are due for legal completion before 30 June"

This is from an article in the Times, dated the 15th May 2026 " As a result, work must stop on plots at private sector developments that are either unsold or will not legally complete until after June 30...Work can only continue for plots that are due for legal completion before 30 June"

The issue I have here is that I've worked in construction for over 10 years and can tell you now that, broadly, it is a sector in distress.

Combine that with a housing market that is in decline, and we don't exactly have a solid investment case.

Also, Vistry are telling their supply chain not to work on properties with a completion date past 30th June.

Furthermore, suppliers and subcontractors are waiting longer to get paid, which is never a good sign.

I wouldn't touch it with a barge pole and certainly wouldn't be holding any of my capital in the company's shares.

Each to their own, though, and good luck to those that want to continue holding.

Https://www.constructionenquirer.com/2026/06/15/vistry-launches-voluntary-exit-scheme-for-staff/ . The attached piece from the Construction Enquirer suggests Vistry are offering staff voluntary redundancy. Combine that with the fact that in certain areas Vistry have told suppliers to down tools and only work finish properties with a completion date of up to 30th June.

This company is in big trouble and is very much a dog with fleas, as is the construction sector as a whole.

Yes, I have been selling off some of my poor performers and generated about 15% cash for the portfolio.

The imminent rise in interest rates won't help gold and also the IPOS of the likes of SpaceX, Anthropic and Chatgpt, along with the equity raises from the likes of Alphabet and Meta won't be helping gold, as investors need to find liquidity from somewhere and I believe this is why, in part, we are seeing sell-offs this week.

Some big sell offs in metals during the last few weeks in both metals and miners, but then I suppose investors need to find money from Space X somewhere.

IMB looks oversold?

Good morning all. Any thoughts on this fund now that the outgoing fund managers will now be running it via another fund but also the fact that holdings have been reduced?

It's actually frustrating but the market its yet to wake up to this company.I have topped up twice this year and can't keep doing so , but will simply continue to hold.

AGM listed for Thursday 04th June.

I had a conversation with my wife about overpaying for shares for our 18 month old daughter's ISA , but somehow I doubt she will complain I over-payed for shares once she has access to the money!!

Does anyone know when this goes ex divi??

I like to this ETF and is gives exposure to the evil Palantir without having to go fully balls deep.

Their app is very handy for deals and discounts.