craig
4.4K posts


@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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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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⛽ 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 💸


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@rhomboid1MF For all the smart arse comments you make on other shares- this has bit your arse
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#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


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HMRC is eating good of this one.
You’re doing good work for the country my guy. A lot of PIP claims are relying on you.
Andy@PositivFuturist
Got pretty much nothing in return but the knowledge it's been spent by a bunch of retards who hate me.
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@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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@AyrUnitedFC Can you bring this negativity to Kirkcaldy on Tuesday please 👍
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@antoniovelardo_ @SharpInvesting1 @Frederik_1234 raise debt now or at these prices would be very very bad....
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@antoniovelardo_ @SharpInvesting1 @Frederik_1234 You fail to understand that $vty has dropped so aggressively due to Iran and Guilts. Give it a rest
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@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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@RichardSuperG @jzrdan Also Greg buying c£900k worth of shares. CFO needs to buy some also
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@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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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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#VTY u think it’s a murky situation here, wouldnt be surprised if more news like this comes out
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/…
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Bloomberg (£) UK homebuilder Vistry Group sold more than 200 properties in multiple discounted transactions from 2023 through 2025 bloomberg.com/news/articles/…

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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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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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⬇️ 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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