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Brokers *RBC CUTS #MKS M & S PT TO 400(420)OUTPERFORM *BERENBERG CUT #BTRW BARRATT REDROW PT TO 485(540)HOLD *MORGAN S RAISES #HSX HISCOX TO OVERWEIGHT (EQUAL-W) PT 1460(1280) *GOLDMAN RAISE #LRE LANCASHIRE PT TO 724(722)BUY *JPMORGAN CUT #BME B&M PT TO 207(281)UNDERWEIGHT

I've had a MODEST attack of the crazies🙄 Added small piece of #BTRW Barratt Redrow to the "Bombed Out Portfolio" at 373 Trading update yesterday... investegate.co.uk/announcement/r… ...was NOT well received, so SP is at or near multi year lows-couldn't resist wasting more of my cash😥

#CSN Chesnara Offer Take Up Just a little "heads up" that today is the last day, for MOST brokers, to take up(or not as you see fit) the Chesnara #CSN rights offer-10 new shares at 176p for every 19 you held at the ex-rights date FWIW, taken up full rights and haven't sold any

Telegraph Article By Ambrose Evans-Pritchard... British debt is a screaming buy Mispriced, overlooked and poised for a major reappraisal – UK gilts are a global bargain archive.ph/A9MH8#selectio…

JPMorgan raises #AV. Aviva price target to 735 (695) pence - 'overweight'

#DGE Diageo announces CEO departure and succession plan Guidance for fiscal 25 and 26 remains unchanged from what was shared on 19th May 2025 in the Q3 Trading Statement, and Diageo will report its fiscal 2025 full year results on 5th August as planned investegate.co.uk/announcement/r…

#OCDO Ocado Group plc Interim Results for the 26 weeks ended 1 June 2025 Strong EBITDA growth led by continued progress in Technology Solutions; FY25 expectations unchanged; core priority to turn cash flow positive during FY26 rns-pdf.londonstockexchange.com/rns/4624R_1-20…

#AHT Ashtead Trading Update Resilient margin performance with full year Adjusted PBT in line despite reduced revenues investegate.co.uk/announcement/r…

#FRAS Frasers Final Results Building a broader platform for multi-year, sustainable profitable growth investegate.co.uk/announcement/r…

#CREI Custodian Property Income REIT plc: Share Buyback Programme #CREI added to the already burgeoning list of cos. buying back their own shares 😐 investegate.co.uk/announcement/e…

#FUTR Future Trading Update Trading in line with expectations investegate.co.uk/announcement/r…

HOLD #WWH Worldwide Healthcare Says Questor In The Telegraph The healthcare sector is unloved – this trust is a prime example Despite a strong historical track record, Worldwide Healthcare has suffered of late

BUY #MSLH Marshalls Says Tempus In The Times After copping plenty of flak over its deal for the roofer Marley, the sun may yet shine for the landscaping and building products firm

#BMY Berenberg: Bloomsbury is undervalued

#BARC Barclays' valuation buoyed by more robust profit outlook, says broker proactiveinvestors.co.uk/companies/news…

#MKS Marks & Spencer get clean bill of health after investor call with chairman proactiveinvestors.co.uk/companies/news…

#PRU Just how far Prudential's income credentials stretch? proactiveinvestors.co.uk/companies/news…

Brokers *KEEFE RAISES #LLOY LLOYDS TO OUTPERFORM PT 90 *BARC RAISES #WTB WHITBREAD PT TO 3020(3000)EQUAL WEIGHT *BERNSTEIN REINITIATE #ITV WITH MARKET-PERFORM PT 80 *GOLDMAN RAISE #ANTO ANTOFAGASTA PT TO 2120(2060)NEUTRAL *BERNSTEIN REINITIATE #WPP WITH MARKET-PERFORM PT 480

Watch out, it's XD Day🙂 BIG:- #N91, #PVN, #CGS, #NBPE, #DNA3 Selected others:- #TFIF, #SMIF, #BIPS, #MSI, #GSF, #CWK, #VIC, #HERC, #DWHT, #SERE, #PRV

Added some #T54, the 4 3/8% TREASURY GILT 31/07/54, at 83.8p for a, very, long term 5.5% yield😬 Now all I need is a rate cut or two soon, please 🙏🙂