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So with the recent RNS of Kambiz Nourbakhsh who is incidentally the MD of the European arm of Lone Star Private Equity, what do you make of him adding over 4 million shares to take his holding to over 7% and still the share price goes down? Would it be too much to say that this is a Billy (Billi) bargain. With no CEO or CCO this could be ripe for some lowball offer. The whole company is being valued at around 23p per share if you take away the 11p a share cash they have.

With the SP down to 40p I've took the opportunity to buy in again after a limit sell triggered back on 17th December. My reasoning is the buybacks will be much more effective and buy back 25% more shares that I thought they would, no one must know the true value of this debt free company with £20m in the coffers. I also suspect that when the new CEO starts they are in a nice position and if the SP languishes, a bit of the old Private Equity is going to scoop this up for a song. Got to be offering a dividend soon as well, given they don't need to shore up the balance sheet.

@m007j There is a fair amount of shorters with this share:

Jpmorgan Asset Management (Uk) Ltd holds 0.82% increased by 0.14% 3 Mar 2026

Glg Partners Lp holds 0.61% increased by 0.10% 2 Mar 2026

Qube Research & Technologies Limited hold 0.71% increased by 0.02% 2 Mar 2026

I expect they'll have their, just under 3 months of play, until this goes onto the full market and the index funds have to buy £10m to £15m worth of shares fairly rapidly. Beat the shares down, and swap to long in late May to early June and they should make a reasonable return.

@Jurado Can't imagine any of the Gulf states will want less information about shipping in their territorial waters, so I'd have thought SRT will do okay out of it.

Does anyone know why SRT is so hard to buy, I've a fairly regular go at buying it as part of a Trading 212 pie, but it regularly takes 24 hours or more to execute. Is it because of low liquidity all-round, or a specific thing to the brokers T212 uses to fulfil orders? Although I suspect liquidity as this board isn't exactly jumping with those looking to talk about SRT.

The first shares I ever bought was in this company back in February 2025. All I'll say is what an introduction, what a roller coaster, what a baptism of fire, the emotions of being in the hole for quite a bit of money. The forum has been entertaining and I've learnt a lot about being patient, mostly while waiting for the shares to start trading again.

I really wanted Wood to be able to go it alone and become a long term shareholder, but that was not to be. I really feel sorry for all the brilliant employees of Wood, who have lost an absolute fortune investing their wages into this company. As a johnny come lately I'm in the green, but the Board of Directors of a few years ago have destroyed the shareholder value in this company and this latest lot have not been aligned with shareholders.

Thanks for the heads up @Senator1 about what is likely to be happening SP wise. DCA'd down today before looking on here, so this gives a little comfort.

The move to the main market is only likely to result in £10m to £25m of shares having to be bought in June by index funds and it could be less given the liquidity. I was wondering if they were trying to manipulate the price down to prevent it having to be picked up for the FTSE250 index funds.

The interim results had the scariest thing tucked away as an almost throwaway comment. Under "Outlook for fiscal 26" & "Free Cash Flow" was this : related to inventory build ahead of the implementation of the group 'SAP S/4 HANNA ERP system'......

Correct me if I'm wrong, but is that not the scariest thing you have ever heard. Lidl €500m, National Grid millions over budget, Birmingham City Council £90m overrun, operational chaos, cost overruns and significant reputational damage. Im sure they are on top of things. But are they really, like really, really really.?

Not one question was focused on this by all the analysts on this morning's s Q&A session. Am I wrong to be worried about this? Has SAP got any better? Its a red flag for me.

The catalyst for growth, energy savings deals are back after 5 years and over 1 million more users added to Mony's App, which will reduce the cost of acquisition in a world of 21% increases in the costs of this and the average transaction price of those using the App is higher, increasing the long term value of the customers and the chance to cross sell other parts of the Mony group.

I saw an interesting Podcast with persona non grata - Neil Woodford - get a bit of confidence from reducing interest rates and there is a dam of savings available for growth. As in we have been saving at 10% of income and it had been 5% of income, a little tweak here or there and the purse strings could be loosened and see spending and growth rocket.

So, from a low of 139.7p on 09/02/26 to at time of writing 153.5p, I'm assuming the results next week are not going to be terrible.

With a substantial uplift in shares to 38.83 million shares or 10% of all the shares, are we going to see a wee takeover bid from someone or are they just taking advantage of the lower share price to top up and capture a bit of dividend? The CEO and non executive directors have also been buying in the 70s in Dec and the CEO topped up in the 95s back in the summer. I for see this getting a bit of a further increase in the coming weeks.

@FangKat Take advice proper advice, but unfortunately at 80 you have lost the opportunity for a lot of tax planning, giving assets to your sons could be classed as Deprivation of Assets and recoverable from them even after 7 years, should you ever need a care home and end up running through all your money, at £5500 a month for a care home, the buggers have got you all ways.

Start going on holidays and experiences, then documenting every bill over £100 as your executor will have to treat these as gifts and liable to IHT if you don't - annote statements of what they are (tell me how I know). Regular Gifts from Income are Unlimited, provided they are made from your regular, after-tax income, do not affect your standard of living, and are documented. Loosen the purse strings on getting maintenance carried out on your home to make it as sellable as possible as money from your estate cannot be claimed against IHT (tell me how I know), then dump the clutter, but not the bank statements and cheque books and I'd try to enjoy the money and not get so hung up on paying tax, it is a good problem to have. In my experience of Taper relief, it is highly likely not to come into play unless you giving away a lot more than the IHT nil rate band in cash or assets, basically unless your into giving away millions everything will get hit with 40% tax (remember oldest gifts gets counted 1st for the nil rate band - something no newspaper or article will ever tell you about - you don't get to pick and choose - tell me how I know).

Of course there are things like EIS (Enterprise Investment Scheme) that only very sophisticated investors use to mitigate IHT, but these Aviva shares are not going to be eligible for anything like that.

So a privately held online insurance shopping platform (similar to Mony) dropped an AI agent to help people tailor their choice of insurance. Aren't financial products highly regulated, with all sorts of ringfencing to keep the cowboys out. Mony is also now using AI, but there you go. I've topped up for a hold, if only for the dividend and the more efficient share buybacks.

No RNS or news that I can see for this bombing below 149p, that will trigger a few stop losses.

Martin Lewis and the MSE App are what makes the difference for MONY, with all the scams the trust aspect does make a difference and the sharing of revenue on the likes of Energy Savings Club (which was closed for a long time as switching was deemed to be unavailable, and is now back in full swing with British Gas switches, if not at the levels before) and the other options has a loyalty aspect for recurring revenues. AI within the proprietary data that they hold will help tailor to customer needs better, I and many others don't want our email addresses and details being pimped by Chat GPT all over the internet.

I've loaded up a bit on MONY as the dividend yield is now enticing having baled my previous holdings at just under 200p. Got a bonus £15 for buildings and contents insurance a few months ago.

It's reflected in the share price if you are aren't getting a payout until the end of H1 (aka June 26, with legalities authorised well into 2027 if needs be, if you'd read the documents on it). I've a load of stuff I'd rather be investing in, so I can see why people sometimes sell up to free a bit of capital.

Don't know who their analysts are in Citigroup, but they don't have the courage of their convictions when it comes to naming a price, that will likely have to change again the next time they are putting out a piece, just seem to be following the crowd.

Today's RNS has £10million of share buybacks. 20+ million fewer shares might get this company right sized a bit more.

I wonder why the drop as Peter isn't exactly hitting it out the park with progress. It is a strong Dividend provider at the current SP.

So RNS in at 13:07 and there is £35m left over or just over 15p a share given there are 230m. £10million allocated to share buybacks. What next.

Well at guess Lone Star are being opportunistic as they are a global private equity firm specializing in distressed assets, real estate, and credit, managing approximately $95 billion across 25 funds since 1995. It focuses on value-driven, deep-value opportunities, particularly in markets with economic or banking crises. They target industries like industrials, chemicals, and business services.

Probably built up a holding as they target investments in dislocated markets like this one as it fulfilled their strategy of focusing on liquidity-constrained but viable assets. Can't say that Strix will fulfill this after the sale of Billi other than the market for Strix PLC shares is dislocated at the price it is going for now, as it will have plenty of liquidity. Basically they recognised a bargain when they saw one and were ready to pounce before the unexpected Sale of Billi changed the balance sheet, if not the share price.