Member Info for TaltBong

Blackrock bought in yesterday (or increased their holding from a previously not notifiable amount) Now at 5% of the company.

The Stockopedia main discussion board was also a buzz with comments about OSB - generally positive as was Paul Scott's review of OSB's interims.

Maybe Rockwood will be tempted to up their current stake in CAPD to a core position (CAPD was 3% of their portfolio as of June 24)

Me too. Big discount to NAV, very good well covered dividends (goes ex-dividend next Thursday for it's interim divi (about a third of full year divi) share buy-backs continuing, interest rates coming down, simple accounts compared to other banks etc. Risk/reward attractive to me at these levels. OSB had a similar drop back in March before recovering.

Posted on ZTF's Linkedin page that Rezorce has won the prestigious 2024 German Packaging Prize

Link doesn't appear to work. Article:

'Mini-Melrose’ plots £50m London stock market listing

Amcomri Group, which has acquired nearly a dozen small industrial businesses, is working with bankers at Cavendish on an autumn flotation, Sky News learns.

Https://news.sky.com/story/mini-melrose-plots-50m-london-stock-market-listing-13183645

Some mildly positive news for CAV https://news.sky.com/story/mini-melrose-plots-50m-london-stock-market-listing-13183645.

Well WiganWarriors, There's your announcement. Special divi.

Or to eat into the pension deficit. Is it fair to say that other companies seem to be getting on top of theirs better than RNO?

Stockopedia membership is a must have. Following their charts, analysis etc. pays back the subscription fee many many times and the daily Small Cap Value Report is a gold mine of information, not just from Paul Scott and Graham Neary's analysis of the daily trading updates etc. but also from the comments of other subscribers.

Https://www.youtube.com/watch?v=bfnOg2EWZbc&ab_channel=ProactiveInvestors

Watch or skip to the end where he intriguingly notes there's more good news to come!

Rockwood have bought a stake in CPI

They were Graham Neary's comments rather than Paul Scott's but both are excellent. Roland Head is also a fan of PAY so holders, like myself are are in good company IMHO.

Interesting new investor here!

"Personally, I tend to be relaxed about outflows. In fact, I tend to like them - because they can often result in a share price overreaction!"

Shorters about/blaming share analysts for their own lack of research?

Graham Neary has reviewed today's RNS and provide his usual excellent and balanced review of Impax giving it a Green light on their Red Amber Green rating system. His final comments being:

"I believe the company remains well-positioned for when sentiment improves. With £65 of AuM available for every £1 invested in Impax stock, I continue to believe this represents unusually good value.

For income investors, the prospective yield remains over 5%."

I omitted to mention that the positive discussion is on Stockopedia.

There is much positive discussion today about WTB. One that Paul Scott likes. "It's actually a high margin, highly cash generative hotels business. Check the numbers out, and you'll see the attraction - eg, PBT margin of a superb 19% last year -

Dividend: I've received mine on Interactive Investor.

HVO's price is drifting down on no news. One of my highest conviction stocks so am buying more expecting this to motor when the next news arrives. IGR was the same. Watched it drift down then bought before news came out and the SP shot up to now 75% up. Patience should pay off here.