A quiet month in the porty, quietly sliding that is at least. Down almost 2.5% and now at 7.33% YTD. #GDWN continues to do damage. Not much activity, Buy: #XAR, and tiny top up to #WISE. Hope you all fared better.
@rogergreen2009.bsky.social
@rogergreen2009.bsky.social
@brokenbanker.bsky.socialbeats for #EVPL.L everplay group, #SAGA.L Saga, #YNGA.L Young & Co.'s Brewery; increased buyback at #IWG.L International Workplace Group; up to 10 month production delays for #GDWN.L Goodwin for Duvelco:
@sharesifysocial.bsky.social
@x-trapnel.bsky.socialAny indication yet of the likely tax implications for #GDWN? If a sizeable chunk of the £1 Bn sale proceeds is taxable that casts a further dampener on the valuation of the remaining business IMO.
@brokenbanker.bsky.socialand here it is, #GDWN.L announces sale of the Mechanical Enginnering Business to Cerberus. not the price the bulls wanted, and the stock slides a further 6% on the news. what's left is higher risk with lower visibility. see if you can spot where overconfidence came back into the name:
@tradermark72.bsky.social#GDWN Response to Press Speculation…
@brokenbanker.bsky.socialtwice now this year #GDWN.L Goodwin has disappointed investors; once with poor comms, and now today with underwhelming execution (via FT). there was a chance to exit over £200 which I noted at the time recently; one particularly arrogant holder (now blocked) was keen to disagree. oh well 🤷♂️
