Member Info for Teddy100

For the patient when the economy kicks in H2 2026, this will be punching 2500p.

B&Q results give it a lift today, let’s up that the results next Wednesday provide the same mood music.

I recall Kingspan wanting to buy Steadmans for 37.5 million in 2019, they are just one of many companies operating in the special project division. SIG pulled back due to concerns raised by the CMA, but in a distressed situation the bar would be lowered. I will be surprised we ever see 8’s.

I am hoping for a PE buyout to break the dog up, this could be achieved for as little as 15p a share. They have a coupon coming up soon, the last one is killing them.

With an Mcap of a 114m, this dog has to appeal someone. The special project division is worth more than that.

I bought back in this morning, nice to see an II topping up.

If the UK goes into recession the whole game is fecked. Marshall’s has a robust balance sheet with great products. A screaming buy at these prices .

30 year yield is the highest since 1998 not great mood music for house builders, factor in the 250 and the 80’s doesn’t look impossible.

Interesting ratio: Mcap less than 5% of annual sales.

Looks like MS want out, further drift looks likely.

She has got to be worth a punt in the 9’s.

Wellington also selling down last Thursday, let’s hope they are all done.

Whoever run investor relations needs a good kick up the backside some of the data is over 2 years old. That said, it says something about the culture of the company.

I am surprised they were the only one, it seems overdone on that figure alone. The shorts obviously pushing it down today, but yes, nice commitment from Causeway.

I would normally be out by now with 10%, but this looks like hitting 800p in the next couple of weeks. The situation has been blown out of all proportion. These falls are rare and should be exploited.

Oh look, it is going up, how can that be 🤔

The market does what it always does and factors in the worst case.

Lovleh, keep in dropping and I will keep on filling.

It saw the 600’s for 20 seconds, I think that was the bottom. I wish I bought more.

In auction for over 5 minutes now, this could see the 600’s?