Member Info for theancientmarine

Schroders don’t run around AIM piling into speculative names unless they believe the company is delivering. At 11.1% they’re now the largest institutional holder here (not forgetting that W7L insiders own a whopping 40%) — not the behaviour of a fly-by-night trader. Schroders are long-term, fundamentals-driven, and they’ve just confirmed they’re adding.

Easily Multibagger potential, and with all the timely rollouts now planned here while paying increased dividends and no debt too!

Just doing the maths here, I'm extremely confident in the medium to longer term prospects and aim to ignore daily fluctuations, especially during times of high volatility, IMHO, we will be back at 400+ in less than 1 year while also collecting 5%+ dividends, whats not to like!

Clearly way way oversold here, Cosmetics always sells, especially when it's quality and very well distributed as is the case here, looking forward to an outstanding H2.

warpaint london reports interim results with revenue growth and higher dividend

https://www.***************************/warpaint-london-reports-interim-results-with-revenue-growth-and-higher-dividend/4121215801

Some very large buys going through at the moment.

Someone(s) are utilizing the drop and have clearly been loading up here TODAY, where market cap now seems to have priced in the worst, and upside potential by far exceeds any downside risks!

Some pretty big buys going through here today, clearly some one(s) are already loading up.

Ii view: buying opportunity at high yielder Taylor Wimpey?

https://www.ii.co.uk/analysis-commentary/ii-view-buying-opportunity-high-yielder-taylor-wimpey-ii536307

Now just looking way too cheap to ignore, TW. is on fire-sale at the moment!

Added! TW. now has to be one of the most oversold & undervalued quality FTSE shares trading at the moment, I think a little patience here will turn out to be extremely rewarding, a rare opportunity provided by the markets, DYOR.

I'm also expecting a 0.25% BOE interest rate cut tomorrow (with more to follow going forward) which will be significantly beneficial to housebuilders, particularly TW.; I see TW. as the most oversold & undervalued UK housebuilder at the moment, way too much pessimism is currently priced in here while I also believe that the BoD did a full kitchen sink via last update here, GLA.

More visible details here:

https://www.investing.com/news/analyst-ratings/barclays-downgrades-taylor-wimpey-stock-on-disappointing-results-93CH-4172027

Aug 6, 2025

Barclays downgrades UK's Taylor Wimpey stock to 'underweight'

https://www.tradingview.com/news/reuters.com,2025:newsml_L6N3TY0DC:0-barclays-downgrades-uk-s-taylor-wimpey-stock-to-underweight/

Based on every metric, AT. is now clearly way oversold, and eventually, a short squeeze here is inevitable.

Most of the UK market/shares dropped in late afternoon trading today, drop here was certainly not AT. related and was actually on pretty low trading volumes with no news, if there ever was a buy and easily hold share, AT. is one very strong candidate, particularly at these extreme lowball levels, interestingly, O&G prices are now also on the rise/gaining momentum.

Someone(s) are loading up here in pretty smart manner during past 2-3 days and noticeably past hour, AT. is now undoubtedly very much oversold and IMHO SP aiming to breakout, shorters along with relating algos will try hard to suppress any rallies but it's inevitable along with a fast and furious subsequent short squeeze.

A further 0.25 % BOE minimum interest rate cut on 7 August is highly likely on the cards (if not a certainty), however, a 0.5% cut or noticeable dovish dissent amongst the voting committee members is a possibility, simply review minutes of the last meeting along with BOE "Fan Chart" which is very similar to the Fed "Dot Plot"; UK interest rates are going to rapidly come down from H2 onwards and with government push and already announced assistance, significantly undervalued HB's are going to massively benefit IMHO, please DYOR.

Much lower interest rates are ahead and especially here in UK from 7 August (BOE rate decision day where we could now even see 0.5% cut), best times are clearly ahead for UK housebuilders, particularly with current government/other tailwinds going forward.

Personally, I like to see some director buys here, they were very quick to sell loads of their shares just days prior to a profit warning (and lots NOT even tax related) but no sign of faith nor confidence here to support/shore up the SP post a ~30%+ drop!??