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]

1/2 position in #cta CT Auto. May regret it as ridiculously cheap on a PER 2.8, but already an upbeat t/u for 2025 and say this year expect a modest increase being conservative. Winning new contracts. 24.4p

[grazza @GrazzaHope]

Bought some #OTB after todays fall. Seems a good entry price. Co is debt free, gaining market share and even if it has a difficult summer it gets to go again for the winter and then next summer. At some point it will re-rate. 250-300 within 18 months my target. Entry at 144p

[grazza @GrazzaHope]

@PTAlanSwann The Club need to be clear how to use that https://t.co/SYIqUIBMJH from LRE are so used to standing they stood the whole game so everyone had to stand. There were kids in there with little chance of seeing the game and spent a lot of it staring at these adults loudly swearing.

[grazza @GrazzaHope]

@NGIanElrond @PTAlanSwann Also Sykut did well for his goal but 2nd half he needed direction, he was running and trying to close down by himself, they just passed it round him and used the gaps in midfield. Apart from JJ team was very quiet and accepting of going 3-1 down. No obvious captains out there.

[grazza @GrazzaHope]

@NGIanElrond @PTAlanSwann Agree with you, not impressed with Williams yet, he doesn't seem able to influence a game or willing to change his tactics. High line, long ball over the top, offside saved us 4-5 times in the first half but no changes in the 2nd half and paid for it.

[grazza @GrazzaHope]

@InvestTortoise Big drop in Oct 25 was due to a group of agents launching a £1b. litigation claim for unfair practices. Made the market nervous. AI has just added to that.
Don't understand why the local newspapers don't try and compete online as most buyers will be local.

[grazza @GrazzaHope]

@Trader__007 I have taken a position. 13% dividend with the ex divi dates only 3 months apart, May to August, so am hoping for a share price rise as we go toward May. But see little point in holding for the 5 months after August.

[grazza @GrazzaHope]

@theposh @matt_pufc @philadlam @joepufc I assumed it was a scam as it rang at 4am!! Didn't get the details as the wife slammed the phone down.

[grazza @GrazzaHope]

@tonywatsonm Interesting comment from Robert Forrester the other day, that if they want to avoid the fines for not hitting EV targets then manufacturers will have to delay selling petrol and diesel ranges to force that ratio up to 28%.

[grazza @GrazzaHope]

@InvestTortoise @equity_research Do you do the same with other Co's?.
I have just done a quick calculation on P Miton as they report this week and estimate 6% down since mid September. Interested to see how accurate that is.

[grazza @GrazzaHope]

@PTAlanSwann Ivan Toney, it was obvious to Posh fans he was heading to the Premier League.
He was alert, always thinking, scored quality goals, like the one against Gillingham, and what a penalty technique.

[grazza @GrazzaHope]

@PTAlanSwann Fergie has nothing to prove. He has 15 new players to bed into a team and is 1 win from safety.
Bolton was not a relegation performance and any new manager is probably only available because he failed at his previous club.

[grazza @GrazzaHope]

@PTAlanSwann Close.. picture is Simon Hoppe.

[grazza @GrazzaHope]

@rhomboid1MF Rolls Royce were one of the first several years back.
'We have a clear roadmap for how to build on those strengths, unlock our full potential and win together as one Rolls-Royce'
Poor imitations hoping some of that success rubs off.

[grazza @GrazzaHope]

@afneil The Government spends £35 billion a year on housing benefits, so taxes that put up rents will just end up costing them more.

[grazza @GrazzaHope]

@dosh100 Good crowd, hopefully you don't score too many..

[grazza @GrazzaHope]

@theposh From the VT it seems like you forced this through as the boss and the staff have had to go along with it. Why do you want a badge that looks like every other? Surely the whole point is to create an indentity but absolutely no one is going to recognize the City from that.

[grazza @GrazzaHope]

@PTAlanSwann Martin Samuelsen and Lucas Bergstrom.

[grazza @GrazzaHope]

@PTAlanSwann Chris Whelpdale, not in the same class as Ronnie, but we have never replaced his runs to the back post despite hundreds if not thousands of over hit crosses since.

[grazza @GrazzaHope]

@reb40 A recent purchase so I don't know the company as well as others but it seems like they have good visibility. Significant Christmas order book implies their not waiting and hoping it materialises.
Plus new product rollout is under their control.