grazza

Retired early and self manage my SIPP. I invest in a mix of dividend and growth stocks, preferring those with little or no debt.

[grazza @GrazzaHope]

Sold #TFW for 278p a 20% loss. Good Company in a tough market and hoping to buy back much cheaper once it goes ex-dividend.
Alert set for 250p

[grazza @GrazzaHope]

Bought back into #smnw Smiths News after fall today for 3.9p dividend. Sold recently 81.5p and re buying in 73p.
Ex dividend 8th Jan 27

[grazza @GrazzaHope]

Bought #lre Lancashire Holdings for the 75c dividend. Goes ex 13/11. Price should be supported by the likelyhood of a further special dividend in March 27.

[grazza @GrazzaHope]

Sold #snws Smiths News as not sure they will pay a special when they announce.
Lots of new contracts require infrastructure spend and as I have a 15% profit in a very short time I have sold and raeview with the results due 4th November.

[grazza @GrazzaHope]

Topped up #iof Iofina to a full position at 49p after the p/w.
Can there be a good profit warning? A resources co having a temp problem with water supply and so the price dropped. It has happened before with poor weather shutting the oil rigs.
Investment case not affected.

[grazza @GrazzaHope]

Bought into #fnx Fonix
A 1/2 position. poor liquidity and needed 2 buys to achieve that. £1.86 buy price.
CEO 'i have never been more confident'
5% yield, no debt and expanding aggressively into Europe. Gone from UK and Ireland to operating in 6 countries in a short period.

[grazza @GrazzaHope]

Took #boom Audioboom up to a full position the other day at 4.92. Commentary from the Co continues to be really positive with q3 being 'ahead'.

[grazza @GrazzaHope]

Bought #cav Cavendish at 6.8p. Sitting on a large loss here and so going to try and trade a portion. Which may be a bit silly as a poor half year update already issued. At these levels pays an 11% dividend which will hopefully support the price from further drops.

[grazza @GrazzaHope]

Bought #iof Iofina. Strong insider ownership, net cash and in a sweet spot with op leverage kicking in. Listed 2008 and slowly opened new plants but can now do min 1 a year with 2 new plants for 2027.
Big jump in production already this year.

[grazza @GrazzaHope]

@andrewdc208 #dxrx Diaceutics, just bought in, recent update 107% visibility for the year, tripled turnover since 2021, no debt and strong insider ownership.
#auto looks good value as does #plus with its buybacks.

[grazza @GrazzaHope]

Bought #snws at 70.1 Declared a 6.8p dividend in Nov 25 including a special. Even without it still 5% expected and issued an ahead of expectations today.

[grazza @GrazzaHope]

Bought more #Zig. A dividend trade and a positive agm update means only slightly down. Seems to have fallen to far after going ex div as was near a year high prior to that.
Int bill going up and they do manipulate eps but the bal sheet looks strong and CEO been there 6 years now.

[grazza @GrazzaHope]

Seem to be trading a lot more at the moment but it is working, as near ath despite 50% current loss on a big position in Cerillion.
Sold the rest of #tbld at 12.3 for a large profit. Will return once more is known about their high budget games.

[grazza @GrazzaHope]

#otb cash fallen from £91m last year to £60m for year 26.
Share count fallen from 156.3m 25/9/25 to 141.6m 21/9/26. So cash used to buy back 15m shares or 9% total and 15% over 2 years.
If they carry on only 10 years before I own the Company outright.😀
Maybe a re-rate due.

[grazza @GrazzaHope]

Sold half of #tbld at 13.75p v buy in May at 7.4p.
Good profit to protect. Co is much more professional these days but all of fcf seems to be going into much bigger projects. 'a no of larger budget (above $5m)' projects so execution risk and only running at breakeven.

[grazza @GrazzaHope]

Sold #caml for a 3% loss. Just think it will drift once large dividend paid and no control over ore prices.
Still like to research in more detail.

[grazza @GrazzaHope]

sold brooks macdonald #brk last week for 2.5% gain and 3.5% dividend in a month.
Still holding Zigup and CAMl as dividend stocks but both underwater.

[grazza @GrazzaHope]

Bought Diaceutics #dxrx with 1/2 year tomorrow.
Co already indicated it is a good half and lots of positive comments, customer staying longer and buying more.
Strong growth every year last 5 years 2021 13.9m revenue to f/c 26 46.7m.
Strong insider ownership, no debt, eps clean.

[grazza @GrazzaHope]

@peterboroughtel The last time this came up at Horsey Bridge (adjacent plot) it turned out the land was owned by the ex chairman of and major donor to the Conservative Party.
And it is their councillors demanding the recall.
A big story there if a local journalist wanted to do some digging.

[grazza @GrazzaHope]

#caml bought as the dividend of 4.5% due, ex 24/9.
Strong cash balances cover the dividend, buy backs and acquisitions.
Very positive recent trading update and 2 good acquisitions. Not strong on resource stocks so need to look into for a longer term hold.