Feta Investments
@fetainvestments.bsky.social
Retired and now a full time trader / investor. Run ISAs & SIPPs but prioritise spreadbet. A few decades working in the city.
#MAB1.L Interim Results. Is this not a screaming buy? Big beneficiary of interest rate cuts and pick up in mortgages. Negatives are 1) FCA review ongoing (reassuring one paragraph below) 2) UK and AIM listed. Price smashed recently. I’ve bought.
September 24, 2024 at 10:51 AM
#MAB1.L Interim Results. Is this not a screaming buy? Big beneficiary of interest rate cuts and pick up in mortgages. Negatives are 1) FCA review ongoing (reassuring one paragraph below) 2) UK and AIM listed. Price smashed recently. I’ve bought.
#CARD.L Results were disappointing but management still think in line (H2 weighted 🤔) UBS buy note created some complacency but they would have met with management before releasing that note. Investec no d/g for this year and 2% inc to next. Blundy (Oz) recent buyer in background. Im buying today
September 24, 2024 at 10:41 AM
#CARD.L Results were disappointing but management still think in line (H2 weighted 🤔) UBS buy note created some complacency but they would have met with management before releasing that note. Investec no d/g for this year and 2% inc to next. Blundy (Oz) recent buyer in background. Im buying today
#AT/.L Ashtead Tech HY results Monday. I hold. Not a cheap stock anymore so it needs to be good. I’m expecting upgrades after hearing from the likes of Rotork and SBM Offshore. Even Hunting were talking up O&G markets into 2025. 🤞🏻
August 30, 2024 at 2:26 PM
#AT/.L Ashtead Tech HY results Monday. I hold. Not a cheap stock anymore so it needs to be good. I’m expecting upgrades after hearing from the likes of Rotork and SBM Offshore. Even Hunting were talking up O&G markets into 2025. 🤞🏻
#CNC.L HY results Monday. I’ve held for ages but I still think there is plenty more upside. Trades on a 5% FY24E FCF yield. Trading update in July was good so FY24 cons feels beatable. Management quietly confident. Share price at 12 months highs after a couple of weeks consolidation.
August 30, 2024 at 2:07 PM
#CNC.L HY results Monday. I’ve held for ages but I still think there is plenty more upside. Trades on a 5% FY24E FCF yield. Trading update in July was good so FY24 cons feels beatable. Management quietly confident. Share price at 12 months highs after a couple of weeks consolidation.