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craig

@bigjock36

Katılım Şubat 2014
1.4K Takip Edilen678 Takipçiler
Ryan Ⓥ
Ryan Ⓥ@r_vv_·
@AyrUnitedFC An absolute disgrace. Should have been sacked months ago but the chairman’s arrogance has prevented it. Sack him tonight! We are in a relegation battle!
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Ayr United
Ayr United@AyrUnitedFC·
FT | ⌛ | The final whistle sounds at Stark’s Park Raith [3 - 0] Ayr #WeAreUnited
Ayr United tweet media
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Ed Miliband
Ed Miliband@Ed_Miliband·
We’re investing £64m to transform Port Talbot into Wales' first floating offshore wind hub. That means 5,000 good jobs, £500m of investment and enough clean power for 6.5m homes. We are putting Wales at the heart of our clean energy superpower mission. bbc.co.uk/news/articles/…
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craig
craig@bigjock36·
@Brunte84 They are a legalised criminal mafia
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Brunte 🏴󠁧󠁢󠁷󠁬󠁳󠁿🇬🇧
⛽ Next time you hear the Government blame the prices on overseas crisis, think of this 👇🏼 No tax/VAT: 📉 Unleaded 67.0p/litre Diesel 86.1p/litre Full pump price: 📈 Unleaded 143.9p/litre Diesel 166.8p/litre Govt takes ~77p petrol / ~81p diesel per litre (fuel duty 52.95p + 20% VAT). Over half your fill-up is tax 💸
Brunte 🏴󠁧󠁢󠁷󠁬󠁳󠁿🇬🇧 tweet mediaBrunte 🏴󠁧󠁢󠁷󠁬󠁳󠁿🇬🇧 tweet media
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craig
craig@bigjock36·
@rhomboid1MF For all the smart arse comments you make on other shares- this has bit your arse
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Rhomboid1🇺🇦
Rhomboid1🇺🇦@rhomboid1MF·
#GDWN there’s been quite the response to this investegate.co.uk/announcement/r… I’m not quite sure* the move is merited…granted the RNS was a touch less positive* than the one I was expecting …but not winning 2 incremental contracts seems an absolute sideshow…not really sure why they made the RNS tbf Duvelco revenue moving out wasn’t welcome…but also unsurprising On the plus side my Y/E tax planning got simplified I’m pretty certain the story hasn’t changed…but I now need to zoom out further to see green rather than red on a M2M basis *British understatement
Rhomboid1🇺🇦 tweet mediaRhomboid1🇺🇦 tweet media
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Borg
Borg@Borg_Cryptos·
Stocks will collapse tomorrow. And you know what ? It's not an opportunity. They will go SO MUCH LOWER.
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Baron Investments
Baron Investments@baroninvestment·
12:10 - ***BREAKING*** - *IRAN'S MIZAN: TRUMP'S COMMENTS ARE ATTEMPT TO CUT ENERGY PRICES
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Baron Investments
Baron Investments@baroninvestment·
11:06 - BREAKING**** - *TRUMP: INSTRUCTED TO POSTPONE ALL STRIKES AGAINST IRAN ***
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craig
craig@bigjock36·
@LB7___ It’s heavily linked to the government gilts which has risen daily with the war. Just need that orange clown to sort his shi*
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Luke
Luke@LB7___·
@bigjock36 i like it - i went quite heavy with a top up on the initial drop, and had a few more tranches on the way down below 450, but definitely need to add more. Biggest position now by a fair margin.
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Luke
Luke@LB7___·
UK housebuilder stocks just arent stopping the fall... Want to add more so badly, but also want to keep some powder for other moves as im quite exposed to that sector now. #TW below 90 and #VTY at current levels is extremely attractive though.
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craig
craig@bigjock36·
@AyrUnitedFC Can you bring this negativity to Kirkcaldy on Tuesday please 👍
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Ayr United
Ayr United@AyrUnitedFC·
FT | ⌛ | The final whistle sounds at Somerset Park Ayr [0 - 1] Morton #WeAreUnited
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Sharp Investing
Sharp Investing@SharpInvesting1·
Adding to $VTY Vistry position on this collapse. Currently a Ben Graham Net Net(!!) and less than 7x TTM EPS with growth on the way... Either I am retarded or EMH (and UK analysts) are. We shall see in about 18 months time
Sharp Investing tweet media
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Antonio Velardo
Antonio Velardo@antoniovelardo_·
@SharpInvesting1 @Frederik_1234 this is why they are selling aggressivly at 15% discount and stopped buyback , they need cash . equity raising its a bear case but if margin compress inflation goes up and rate dont go down it is a possibility. now at 350p of course it is compelling.
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Richard
Richard@RichardSuperG·
@jzrdan As you know, I hold a few of these. But I've been adding more to VTY lately. Their fall is particularly massive. I'm hoping the accounting issue is overdone, and their more prominent footing in social housing and government contracts may help steady the ship in difficult markets.
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Jordan
Jordan@jzrdan·
A sector in serious distress!🏡 The UK house builders cannot seem to catch a break at the moment as the four major players are down -27% on average over the past month. I completely understand the bearishness on the sector, interest rates look like they could be heading back up as oil prices soar. For me though, as a long term investor who is happy to hold for 5+ years, this feels more like an opportunity than risk. The UK has a chronic undersupply of homes meaning they are millions of homes short. Government targets are for 1.5m homes & planning reform ‘could’ boost output. The demand is clearly here and people WILL prioritise a roof over their head above all. It’s a matter of time before we get going imo and I’m willing to buy and sit on it for the long term. There are obstacles on the path to recovery, there is no doubt about that. Interest rates are a major part of a housing boom & if they start to rise again, it could mean even more damage for the house builders. Higher rates, labour shortages, and elevated material costs all create real pressure on margins and timelines. If rates stay higher for longer, the recovery could take time to play out My two picks from the four are #TW & #PSN, I am going to add more to both of these holdings over the next few months with a long term approach. As always, DYOR.
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craig
craig@bigjock36·
@jzrdan #vty also a good shout it’s down 50 percent since their TU.
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Peter Bill
Peter Bill@peterproperty·
Bloomberg (£) UK homebuilder Vistry Group sold more than 200 properties in multiple discounted transactions from 2023 through 2025 bloomberg.com/news/articles/…
Peter Bill tweet media
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craig
craig@bigjock36·
@EricSchleien I bought back in today drop seems ludicrous
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Eric Schleien ⚡️
Eric Schleien ⚡️@EricSchleien·
Vistry $VTY $VTY.L down ~20% today. I think the market is misreading the update. Management guided to lower margins in 2026 because they are accelerating incentives to clear legacy inventory and complete the shift to a partnerships-focused model. What matters more than the margin headline: ~£4.5B forward sales pipeline ~90% partner funded - most units effectively pre-sold to housing associations / local authorities - inventory being actively reduced company targeting a net cash balance sheet So the transition looks like this: Short term margin pressure Long term lower capital intensity higher capital turnover less balance sheet risk At the current price the stock is trading below tangible asset value, and the inventory unwind could generate a mid-teens free cash flow yield over the next few years. Messy transition. Potentially much stronger business on the other side.
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Dearg Doom
Dearg Doom@MyDeargDoom·
Vistry #VTY Share Price 474.4p (-24.9%) If Vistry hits its 2026 profit goals, SP is a mathematical bargain. Market isn't buying the maths yet—it's selling the uncertainty of the CEO transition and the "race to the bottom" on pricing. Unclear Risk/Reward. A trade only for now.
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Rachel Reeves
Rachel Reeves@RachelReevesMP·
⬇️ Inflation down ⬇️ Interest rates down ⬇️ Borrowing down ⬆️ Retail sales up ⬆️ UK fastest growing European G7 economy There's more to do, but our economic plan is the right one. bbc.co.uk/news/articles/…
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