Roy Edwards

Professional Private Investor

[Roy Edwards @uziel]

Well, after what can be described as a 'hot'week we see that YTD Week 26, yikes, half way through the year, we are at a +6.47% with Dividends awaiting deployment at £9639.49p (Angry Labour MP's look away now). No buys yet planned but ideas abound. Lets be careful out there.

[Aston Girl @reb40]

Obviously I’m not going to be able to repeat my Blind Squirrel 🐿️ June 🥇 result but for anyone who fancies pitting their stock pitting wits against their fellow investors here’s the link for Julys Stockchallenge:

https://t.co/bAbd5NTj8K

Good luck 🤞🏼

[Aston Girl @reb40]

#AVON This 2021 contract with the US defence is the gift that keeps giving

Today we’re told they’ve received a $40m order under this contract (& which will already be in the numbers)
*ex holding, not currently planning to revisit

[David Buik @truemagic68]

Brought to my attention - The eight largest companies on the S&P500 are down an average 13% this month (they're all tech related)...whilst the next nine which includes Walmart, Visa and Eli Lily are up an average 8%

[Mark Dampier @MarkDampier]

Some idiot on @BBCr4today saying Burnham becoming PM makes it an exciting time…
Most of us are thinking of a third summer of uncertainty.
Terrible for consumers and business alike…
Labour totally out of touch…

[JW 🇬🇧 @FinanceTiger]

A good problem to have!

[The Secret Accountant @TheSecretAcct]

I think this is a very common albeit first world problem to have that many couples will face. It’s the life is too short v am I losing a lot retiring now (salary, identity, sense of purpose, work social circle etc) if you enjoy your job.

A year or two difference in timing of retiring doesn’t seem a lot but I think it would be. Retired one might be kicking their heels a bit (“what’s the point me retiring as you’re always working, I could have carried on” etc!) whilst the working one might resent the retired one even though they have chosen to stay working.

Same issue if one or both retire full time and do part time work. Does one work more than the other, how do they get their working days to match etc.

[Bloomberg @business]

UK bank stocks are well placed to catch up to the loftier valuations of European peers, according to Berenberg https://t.co/iozRiEHNwQ

[David Buik @truemagic68]

If that 22.5% tax on cash/stock ISAs dividends & interest is Chancellor Reeves's parting gift to the public, it must go down as a testament that Labour is a party full of envy & spite, determined to destroy savings, investment and business development in general. What a shambles

[Roy Edwards @uziel]

The directors of Britain’s only remaining listed pawnbroker, #RFX Ramsdens Holding, have recommended a £203m takeover offer from a US rival, FirstCash, marking another blow to London’s junior stock market. A repatriation of gold, what would Gordon say

[Roy Edwards @uziel]

Oops. Royal Mail has been hammered by Labour’s jobs tax and declining letter volumes; parent company International Distribution Services (IDS) said the UK business saw profits plunge to £96m in the year to the end of March from £198m over the previous 12 months.

[Ros Altmann @rosaltmann]

I just wanted to flag up this chance for the new PM to use pension schemes to boost growth, without changing the fiscal rules or increasing taxes. This could be a real game-changer and some radical new thinking would be a win-win for all. Read my blog https://t.co/uubMDMO7oU

[Aston Girl @reb40]

#RFX Another Day Another Takeover

This time it’s a 600p cash bid for Ramsdens (+ 9p dividend) from FirstCash

Looks a reasonable price

The shares closed at 452.5p

A nice start to my Tuesday as I had started buying these (sadly hadn’t got to a full position tho)😀

[WheelieDealer @wheeliedealer]

Worth noting #PAG been in a wide Uptrend Channel since 2008. Decent dividend as well:

[Aston Girl @reb40]

#EZJ Another Day Another Takeover Approach

Castlelake break cover with their 3rd bid for EasyJet

625p cash is potentially offered vs the closing price of 504p

Let’s see whether this increases engagement with shareholders & the EasyJet Board…

[Mark Dampier @MarkDampier]

@Ronmarkets 3 months of summer speculation just like the last 2 summers…
What a way to manage a country.

[Aston Girl @reb40]

#SYNT Synthomer has had a Phoenix year

From sub 20p low to Fridays 114.6p shareholders have had quite the 🎢 ride

Today’s AGM talks positively about exceeding last years revenue & EBITDA (grrr) but appears to have completely missed the more important Profitability metrics 🤷🏻‍♀️

[Aston Girl @reb40]

#BAB Good ship 🚢 Babcock continues to steam ahead

Nice numbers which look to be beating consensus

Dividend +15%

Additional £200m share buyback announced

Current FY inline at this stage

Great to see a British 🇬🇧business doing so well 👍

[Roy Edwards @uziel]

So, we ended Week 25 with a +6.14% and Dividends in waiting for reinvestment at £3,337.88p. We are currently in the sitting and waiting camp for the opportunity to add at what we feel is a great price for a great investment. When investing, you need a willingness to wait longer.