Dearg Doom
@deargdoom.bsky.social
A daily adrenaline rush to read and interpret results, takeovers, and general business news.
Big Technologies #BIG
Share Price: 101.48p (-1%)
To choose between settling now in mediation or risking bigger costs!
About both Reputational Damage and Financial Costs!
Share Price: 101.48p (-1%)
To choose between settling now in mediation or risking bigger costs!
About both Reputational Damage and Financial Costs!
January 23, 2026 at 10:46 AM
Big Technologies #BIG
Share Price: 101.48p (-1%)
To choose between settling now in mediation or risking bigger costs!
About both Reputational Damage and Financial Costs!
Share Price: 101.48p (-1%)
To choose between settling now in mediation or risking bigger costs!
About both Reputational Damage and Financial Costs!
Self Note:
But the rebound isn’t necessarily rooted in new positive news — it’s partly a reversal of short‑term panic selling.
But the rebound isn’t necessarily rooted in new positive news — it’s partly a reversal of short‑term panic selling.
January 21, 2026 at 4:08 PM
Self Note:
But the rebound isn’t necessarily rooted in new positive news — it’s partly a reversal of short‑term panic selling.
But the rebound isn’t necessarily rooted in new positive news — it’s partly a reversal of short‑term panic selling.
Foxtons #FOXT
Share Price 52.5p (+0%)
Doubling FleetMilne lettings to double PBT is very unlikely
Only 36 sales properties listed. Increasing must be possible.
Synergies appear limited across cities, and expansion would require more staff
PBT £0.2m → ~6.25% yield on £3.2m
Yield needs to improve
Share Price 52.5p (+0%)
Doubling FleetMilne lettings to double PBT is very unlikely
Only 36 sales properties listed. Increasing must be possible.
Synergies appear limited across cities, and expansion would require more staff
PBT £0.2m → ~6.25% yield on £3.2m
Yield needs to improve
January 21, 2026 at 12:48 PM
Foxtons #FOXT
Share Price 52.5p (+0%)
Doubling FleetMilne lettings to double PBT is very unlikely
Only 36 sales properties listed. Increasing must be possible.
Synergies appear limited across cities, and expansion would require more staff
PBT £0.2m → ~6.25% yield on £3.2m
Yield needs to improve
Share Price 52.5p (+0%)
Doubling FleetMilne lettings to double PBT is very unlikely
Only 36 sales properties listed. Increasing must be possible.
Synergies appear limited across cities, and expansion would require more staff
PBT £0.2m → ~6.25% yield on £3.2m
Yield needs to improve
Foxtons #FOXT
Share Price 52.64p (+0.27%)
Buys Birmingham lettings agent FleetMilne for £3.2 – 4m 💼
One office, minimal assets, mostly goodwill
Gains recurring revenue & local dominance
Small EPS boost (~3%) but strategic expansion outside London.
Purchase Yield ~5%.
How to get 10% yield. Hmm..
Share Price 52.64p (+0.27%)
Buys Birmingham lettings agent FleetMilne for £3.2 – 4m 💼
One office, minimal assets, mostly goodwill
Gains recurring revenue & local dominance
Small EPS boost (~3%) but strategic expansion outside London.
Purchase Yield ~5%.
How to get 10% yield. Hmm..
January 21, 2026 at 12:17 PM
Foxtons #FOXT
Share Price 52.64p (+0.27%)
Buys Birmingham lettings agent FleetMilne for £3.2 – 4m 💼
One office, minimal assets, mostly goodwill
Gains recurring revenue & local dominance
Small EPS boost (~3%) but strategic expansion outside London.
Purchase Yield ~5%.
How to get 10% yield. Hmm..
Share Price 52.64p (+0.27%)
Buys Birmingham lettings agent FleetMilne for £3.2 – 4m 💼
One office, minimal assets, mostly goodwill
Gains recurring revenue & local dominance
Small EPS boost (~3%) but strategic expansion outside London.
Purchase Yield ~5%.
How to get 10% yield. Hmm..
Big Technologies #BIG
Share Price 100p
Added more to my core holding
Would be sensible, if all legal matters wrapped up in ~2 weeks?
I'm guessing Sarah Murray settles for ~30m #BIG shares to be cancelled.
Her remaining shares left sold to institutions
Would be a beautiful RNS!
Everyone wins! ✅
Share Price 100p
Added more to my core holding
Would be sensible, if all legal matters wrapped up in ~2 weeks?
I'm guessing Sarah Murray settles for ~30m #BIG shares to be cancelled.
Her remaining shares left sold to institutions
Would be a beautiful RNS!
Everyone wins! ✅
January 20, 2026 at 4:05 PM
SigmaRoc #SRC
Price: 133p (+3.2%)
2026 Outlook:
🏗️ Stimulus: German infra fund to drive H2 industrial demand
🛡️ Steel: EU tariffs & defense spending supporting domestic volumes
🔋 Tech: AI data centres & green tech provide high-margin growth
📉 Macro: Lower % rates.
Too long watching. I'll buy!
Price: 133p (+3.2%)
2026 Outlook:
🏗️ Stimulus: German infra fund to drive H2 industrial demand
🛡️ Steel: EU tariffs & defense spending supporting domestic volumes
🔋 Tech: AI data centres & green tech provide high-margin growth
📉 Macro: Lower % rates.
Too long watching. I'll buy!
January 19, 2026 at 10:07 AM
SigmaRoc #SRC
Price: 133p (+3.2%)
2026 Outlook:
🏗️ Stimulus: German infra fund to drive H2 industrial demand
🛡️ Steel: EU tariffs & defense spending supporting domestic volumes
🔋 Tech: AI data centres & green tech provide high-margin growth
📉 Macro: Lower % rates.
Too long watching. I'll buy!
Price: 133p (+3.2%)
2026 Outlook:
🏗️ Stimulus: German infra fund to drive H2 industrial demand
🛡️ Steel: EU tariffs & defense spending supporting domestic volumes
🔋 Tech: AI data centres & green tech provide high-margin growth
📉 Macro: Lower % rates.
Too long watching. I'll buy!
Big Technologies #BIG
Share Price 102p (+17%)
£38.5M final settlement for Buddi Litigation. 🤝
💰 £31.5M paid now, £7M over 18m
📈 Cash remains strong at £61.9M
⚖️ 2018 acquisition claims resolved
🔍 Sara Murray mediation ongoing
I'm content to let the dice roll!
I'm Feeling Lucky!
A Core Holding
Share Price 102p (+17%)
£38.5M final settlement for Buddi Litigation. 🤝
💰 £31.5M paid now, £7M over 18m
📈 Cash remains strong at £61.9M
⚖️ 2018 acquisition claims resolved
🔍 Sara Murray mediation ongoing
I'm content to let the dice roll!
I'm Feeling Lucky!
A Core Holding
January 19, 2026 at 9:03 AM
Big Technologies #BIG
Share Price 102p (+17%)
£38.5M final settlement for Buddi Litigation. 🤝
💰 £31.5M paid now, £7M over 18m
📈 Cash remains strong at £61.9M
⚖️ 2018 acquisition claims resolved
🔍 Sara Murray mediation ongoing
I'm content to let the dice roll!
I'm Feeling Lucky!
A Core Holding
Share Price 102p (+17%)
£38.5M final settlement for Buddi Litigation. 🤝
💰 £31.5M paid now, £7M over 18m
📈 Cash remains strong at £61.9M
⚖️ 2018 acquisition claims resolved
🔍 Sara Murray mediation ongoing
I'm content to let the dice roll!
I'm Feeling Lucky!
A Core Holding
Ashtead Technology #AT
Share Price 370p (+10.46%)
I bought as a recent trade on a hunch last week. Obviously, I'm pleased today. What to do now?
Analysts Sept 2025 forecasts guided well.
Any new brokers'forecasts after today's trading update should carry more weight.
Price targets will be raised
Share Price 370p (+10.46%)
I bought as a recent trade on a hunch last week. Obviously, I'm pleased today. What to do now?
Analysts Sept 2025 forecasts guided well.
Any new brokers'forecasts after today's trading update should carry more weight.
Price targets will be raised
January 19, 2026 at 8:36 AM
Ashtead Technology #AT
Share Price 370p (+10.46%)
I bought as a recent trade on a hunch last week. Obviously, I'm pleased today. What to do now?
Analysts Sept 2025 forecasts guided well.
Any new brokers'forecasts after today's trading update should carry more weight.
Price targets will be raised
Share Price 370p (+10.46%)
I bought as a recent trade on a hunch last week. Obviously, I'm pleased today. What to do now?
Analysts Sept 2025 forecasts guided well.
Any new brokers'forecasts after today's trading update should carry more weight.
Price targets will be raised
Ashtead Technology #AT.
Share Price: 335p (pre-open)
FY TU reassuring.
Revenue c.£203m (+~21% YoY), adj EBITA slightly ahead of expectations and at top end of target range.
H2 > H1, integrations complete, synergies ahead of plan
Focus now shifts to organic growth into FY26.
Mgmt have delivered!
Share Price: 335p (pre-open)
FY TU reassuring.
Revenue c.£203m (+~21% YoY), adj EBITA slightly ahead of expectations and at top end of target range.
H2 > H1, integrations complete, synergies ahead of plan
Focus now shifts to organic growth into FY26.
Mgmt have delivered!
January 19, 2026 at 8:30 AM
Ashtead Technology #AT.
Share Price: 335p (pre-open)
FY TU reassuring.
Revenue c.£203m (+~21% YoY), adj EBITA slightly ahead of expectations and at top end of target range.
H2 > H1, integrations complete, synergies ahead of plan
Focus now shifts to organic growth into FY26.
Mgmt have delivered!
Share Price: 335p (pre-open)
FY TU reassuring.
Revenue c.£203m (+~21% YoY), adj EBITA slightly ahead of expectations and at top end of target range.
H2 > H1, integrations complete, synergies ahead of plan
Focus now shifts to organic growth into FY26.
Mgmt have delivered!
JD Sports #JD.
Share Price 82p (pre‑open)
FTSE expected slightly weaker with broader risk‑off sentiment.
High US exposure (~40% of sales through North America) ➤ vulnerable to higher tariffs and weaker demand if Trump’s tariff escalation hits consumer pricing/demand.
Difficulties ahead.
Sit down!
Share Price 82p (pre‑open)
FTSE expected slightly weaker with broader risk‑off sentiment.
High US exposure (~40% of sales through North America) ➤ vulnerable to higher tariffs and weaker demand if Trump’s tariff escalation hits consumer pricing/demand.
Difficulties ahead.
Sit down!
January 19, 2026 at 12:46 AM
JD Sports #JD.
Share Price 82p (pre‑open)
FTSE expected slightly weaker with broader risk‑off sentiment.
High US exposure (~40% of sales through North America) ➤ vulnerable to higher tariffs and weaker demand if Trump’s tariff escalation hits consumer pricing/demand.
Difficulties ahead.
Sit down!
Share Price 82p (pre‑open)
FTSE expected slightly weaker with broader risk‑off sentiment.
High US exposure (~40% of sales through North America) ➤ vulnerable to higher tariffs and weaker demand if Trump’s tariff escalation hits consumer pricing/demand.
Difficulties ahead.
Sit down!
Watches of Switzerland #WOSG
Share Price 490p (pre-open)
Watch for impact on luxury exports into the US medium‑high exposure to US luxury watch sales
➤ tariffs could squeeze margins / demand if levied on premium watches.
Expecting a weakening SP.
Reasess at a later time!
Share Price 490p (pre-open)
Watch for impact on luxury exports into the US medium‑high exposure to US luxury watch sales
➤ tariffs could squeeze margins / demand if levied on premium watches.
Expecting a weakening SP.
Reasess at a later time!
January 19, 2026 at 12:44 AM
Watches of Switzerland #WOSG
Share Price 490p (pre-open)
Watch for impact on luxury exports into the US medium‑high exposure to US luxury watch sales
➤ tariffs could squeeze margins / demand if levied on premium watches.
Expecting a weakening SP.
Reasess at a later time!
Share Price 490p (pre-open)
Watch for impact on luxury exports into the US medium‑high exposure to US luxury watch sales
➤ tariffs could squeeze margins / demand if levied on premium watches.
Expecting a weakening SP.
Reasess at a later time!
Taylor Wimpey #TW
Share Price: 99.5p -4.5%
Results hit by falling profits, squeezed margins, big exceptional costs, slower sales & weaker pricing
Housing market subdued, brokers cautious. Outlook cautious but guidance maintained. ⚠️
Revisit when construction sentiment improves.
My Buying delayed!
Share Price: 99.5p -4.5%
Results hit by falling profits, squeezed margins, big exceptional costs, slower sales & weaker pricing
Housing market subdued, brokers cautious. Outlook cautious but guidance maintained. ⚠️
Revisit when construction sentiment improves.
My Buying delayed!
January 15, 2026 at 8:15 AM
Taylor Wimpey #TW
Share Price: 99.5p -4.5%
Results hit by falling profits, squeezed margins, big exceptional costs, slower sales & weaker pricing
Housing market subdued, brokers cautious. Outlook cautious but guidance maintained. ⚠️
Revisit when construction sentiment improves.
My Buying delayed!
Share Price: 99.5p -4.5%
Results hit by falling profits, squeezed margins, big exceptional costs, slower sales & weaker pricing
Housing market subdued, brokers cautious. Outlook cautious but guidance maintained. ⚠️
Revisit when construction sentiment improves.
My Buying delayed!
Distribution Finance Capital Holdings plc #DFCH
Share price 55.00p (pre-open)
Management delivers on objectives:
Record lending >£1.8bn
Cost-to-income ratio 57%
Loan book up to £846m
A solid addition to any small portfolio.
A lucky few might get in early for a bargain buy.
Share price 55.00p (pre-open)
Management delivers on objectives:
Record lending >£1.8bn
Cost-to-income ratio 57%
Loan book up to £846m
A solid addition to any small portfolio.
A lucky few might get in early for a bargain buy.
January 15, 2026 at 7:46 AM
Distribution Finance Capital Holdings plc #DFCH
Share price 55.00p (pre-open)
Management delivers on objectives:
Record lending >£1.8bn
Cost-to-income ratio 57%
Loan book up to £846m
A solid addition to any small portfolio.
A lucky few might get in early for a bargain buy.
Share price 55.00p (pre-open)
Management delivers on objectives:
Record lending >£1.8bn
Cost-to-income ratio 57%
Loan book up to £846m
A solid addition to any small portfolio.
A lucky few might get in early for a bargain buy.
DCC plc #DCC
Share Price: 4,466p (pre-open)
€48m acquisition is just <1% of DCC’s enterprise value — not transformational, but a strategic bolt-on within the liquid gas energy division, adding new markets, customers and volume.
An easy option to buy and hold for less risk offeeimg decent returns.
Share Price: 4,466p (pre-open)
€48m acquisition is just <1% of DCC’s enterprise value — not transformational, but a strategic bolt-on within the liquid gas energy division, adding new markets, customers and volume.
An easy option to buy and hold for less risk offeeimg decent returns.
January 15, 2026 at 7:32 AM
DCC plc #DCC
Share Price: 4,466p (pre-open)
€48m acquisition is just <1% of DCC’s enterprise value — not transformational, but a strategic bolt-on within the liquid gas energy division, adding new markets, customers and volume.
An easy option to buy and hold for less risk offeeimg decent returns.
Share Price: 4,466p (pre-open)
€48m acquisition is just <1% of DCC’s enterprise value — not transformational, but a strategic bolt-on within the liquid gas energy division, adding new markets, customers and volume.
An easy option to buy and hold for less risk offeeimg decent returns.
Vistry #VTY
Share Price 636p (-6.9%)
FY25: modest profit rebound, dividend scrapped, completions down, H2 weighted.
Not disaster, but not fireworks either. Smaller, exposed, repair mode.
Watch FY26 for real recovery — patience required in the UK housing grind. 🏘️📉
Wait4Now!
No position.
Share Price 636p (-6.9%)
FY25: modest profit rebound, dividend scrapped, completions down, H2 weighted.
Not disaster, but not fireworks either. Smaller, exposed, repair mode.
Watch FY26 for real recovery — patience required in the UK housing grind. 🏘️📉
Wait4Now!
No position.
January 14, 2026 at 2:16 PM
Vistry #VTY
Share Price 636p (-6.9%)
FY25: modest profit rebound, dividend scrapped, completions down, H2 weighted.
Not disaster, but not fireworks either. Smaller, exposed, repair mode.
Watch FY26 for real recovery — patience required in the UK housing grind. 🏘️📉
Wait4Now!
No position.
Share Price 636p (-6.9%)
FY25: modest profit rebound, dividend scrapped, completions down, H2 weighted.
Not disaster, but not fireworks either. Smaller, exposed, repair mode.
Watch FY26 for real recovery — patience required in the UK housing grind. 🏘️📉
Wait4Now!
No position.
AshteadTechnology #AT.
Share Price: 320p
Trading update is due 19 Jan.
Director Tony Durrant added 30,000 shares on 5 Jan, 2026.
Fellow directors were buying back in June–July 2025 — Durrant is buying now. Late to the dip, or confidence ahead?
I've bought today, initally for now as a trade.
Share Price: 320p
Trading update is due 19 Jan.
Director Tony Durrant added 30,000 shares on 5 Jan, 2026.
Fellow directors were buying back in June–July 2025 — Durrant is buying now. Late to the dip, or confidence ahead?
I've bought today, initally for now as a trade.
January 13, 2026 at 4:24 PM
AshteadTechnology #AT.
Share Price: 320p
Trading update is due 19 Jan.
Director Tony Durrant added 30,000 shares on 5 Jan, 2026.
Fellow directors were buying back in June–July 2025 — Durrant is buying now. Late to the dip, or confidence ahead?
I've bought today, initally for now as a trade.
Share Price: 320p
Trading update is due 19 Jan.
Director Tony Durrant added 30,000 shares on 5 Jan, 2026.
Fellow directors were buying back in June–July 2025 — Durrant is buying now. Late to the dip, or confidence ahead?
I've bought today, initally for now as a trade.
Whitbread #WTB
Share Price 2761p (+6.85%)
Analysts are currently forecasting EPS for the full fiscal year 2026 (ending February) of ~193p to 199p
SP jumped because #WTB German operations are finally turning profitable and their UK efficiency program is hitting its stride
A Core Holding.
A Hold.
Share Price 2761p (+6.85%)
Analysts are currently forecasting EPS for the full fiscal year 2026 (ending February) of ~193p to 199p
SP jumped because #WTB German operations are finally turning profitable and their UK efficiency program is hitting its stride
A Core Holding.
A Hold.
January 13, 2026 at 4:02 PM
Unite Group #UTG
Share Price 566p
A high-yield property equity with quasi-fixed rental income, offering potential total return of 8–9% p.a. assuming stable rents and NAV disc narrowing
6.5% divi yield plus 2% extra p.a. if 40% NAV disc lessens to 20% disc over next 10 yrs.
Bonus NAV growth!
Hmm..
Share Price 566p
A high-yield property equity with quasi-fixed rental income, offering potential total return of 8–9% p.a. assuming stable rents and NAV disc narrowing
6.5% divi yield plus 2% extra p.a. if 40% NAV disc lessens to 20% disc over next 10 yrs.
Bonus NAV growth!
Hmm..
January 13, 2026 at 11:13 AM
Unite Group #UTG
Share Price 566p
A high-yield property equity with quasi-fixed rental income, offering potential total return of 8–9% p.a. assuming stable rents and NAV disc narrowing
6.5% divi yield plus 2% extra p.a. if 40% NAV disc lessens to 20% disc over next 10 yrs.
Bonus NAV growth!
Hmm..
Share Price 566p
A high-yield property equity with quasi-fixed rental income, offering potential total return of 8–9% p.a. assuming stable rents and NAV disc narrowing
6.5% divi yield plus 2% extra p.a. if 40% NAV disc lessens to 20% disc over next 10 yrs.
Bonus NAV growth!
Hmm..
Shoe Zone #SHOE
Share Price 57.5p (-14.81%)
Multiple profit warnings or guidance downgrades over the last couple of years.
At least 1 in 2023,
2 or more in 2024, and
1 in 2025.
Next year outlook of £1m PBT disappoints. Could it get worse?
Need a profits upgrade before buying. To early for now.
Share Price 57.5p (-14.81%)
Multiple profit warnings or guidance downgrades over the last couple of years.
At least 1 in 2023,
2 or more in 2024, and
1 in 2025.
Next year outlook of £1m PBT disappoints. Could it get worse?
Need a profits upgrade before buying. To early for now.
January 13, 2026 at 10:25 AM
Shoe Zone #SHOE
Share Price 57.5p (-14.81%)
Multiple profit warnings or guidance downgrades over the last couple of years.
At least 1 in 2023,
2 or more in 2024, and
1 in 2025.
Next year outlook of £1m PBT disappoints. Could it get worse?
Need a profits upgrade before buying. To early for now.
Share Price 57.5p (-14.81%)
Multiple profit warnings or guidance downgrades over the last couple of years.
At least 1 in 2023,
2 or more in 2024, and
1 in 2025.
Next year outlook of £1m PBT disappoints. Could it get worse?
Need a profits upgrade before buying. To early for now.
📊 Unite Group #UTG
Share Price 578p (+1%)
Bought today on basis of future UK cuts in interest rates in 2026.
Will help Unity yield look more favourably compared to Govt Bonds.
SP is always on discount to NAV.
Currently 40%.
A small U-turn bend in SP. Hmm... Yes, Do It.
A Safe Dull Buy for Now!
Share Price 578p (+1%)
Bought today on basis of future UK cuts in interest rates in 2026.
Will help Unity yield look more favourably compared to Govt Bonds.
SP is always on discount to NAV.
Currently 40%.
A small U-turn bend in SP. Hmm... Yes, Do It.
A Safe Dull Buy for Now!
January 9, 2026 at 4:08 PM
📊 Unite Group #UTG
Share Price 578p (+1%)
Bought today on basis of future UK cuts in interest rates in 2026.
Will help Unity yield look more favourably compared to Govt Bonds.
SP is always on discount to NAV.
Currently 40%.
A small U-turn bend in SP. Hmm... Yes, Do It.
A Safe Dull Buy for Now!
Share Price 578p (+1%)
Bought today on basis of future UK cuts in interest rates in 2026.
Will help Unity yield look more favourably compared to Govt Bonds.
SP is always on discount to NAV.
Currently 40%.
A small U-turn bend in SP. Hmm... Yes, Do It.
A Safe Dull Buy for Now!
Greggs #GRG
Share Price 1619p (-8.7%)
Any postive prior investor sentiment has turned negative
Worries are for many reasons but at least for now can be counted on one hand
Buying small now, but I'll add later in size
All about waiting for shorters to start to disagree and start taking profits
Share Price 1619p (-8.7%)
Any postive prior investor sentiment has turned negative
Worries are for many reasons but at least for now can be counted on one hand
Buying small now, but I'll add later in size
All about waiting for shorters to start to disagree and start taking profits
January 8, 2026 at 1:22 PM
Greggs #GRG
Share Price 1619p (-8.7%)
Any postive prior investor sentiment has turned negative
Worries are for many reasons but at least for now can be counted on one hand
Buying small now, but I'll add later in size
All about waiting for shorters to start to disagree and start taking profits
Share Price 1619p (-8.7%)
Any postive prior investor sentiment has turned negative
Worries are for many reasons but at least for now can be counted on one hand
Buying small now, but I'll add later in size
All about waiting for shorters to start to disagree and start taking profits
Greggs #GRG
Share Price 1652p (-6.82%)
Consumer sentiment unlikely to improve fast.
Flatish forecast earnings!
Will profits be similar again for next 2 years?
Is it worthwhile taking an initial bitesize position here.
If evening openings are busy, than take a slice of more shares.
Yum Yum....
Share Price 1652p (-6.82%)
Consumer sentiment unlikely to improve fast.
Flatish forecast earnings!
Will profits be similar again for next 2 years?
Is it worthwhile taking an initial bitesize position here.
If evening openings are busy, than take a slice of more shares.
Yum Yum....
January 8, 2026 at 11:16 AM
Greggs #GRG
Share Price 1652p (-6.82%)
Consumer sentiment unlikely to improve fast.
Flatish forecast earnings!
Will profits be similar again for next 2 years?
Is it worthwhile taking an initial bitesize position here.
If evening openings are busy, than take a slice of more shares.
Yum Yum....
Share Price 1652p (-6.82%)
Consumer sentiment unlikely to improve fast.
Flatish forecast earnings!
Will profits be similar again for next 2 years?
Is it worthwhile taking an initial bitesize position here.
If evening openings are busy, than take a slice of more shares.
Yum Yum....