Dearg Doom
@deargdoom.bsky.social
A daily adrenaline rush to read and interpret results, takeovers, and general business news.
8 tech-leaders sitting on a beam!
Worth framing!
Worth framing!
December 12, 2025 at 5:31 PM
8 tech-leaders sitting on a beam!
Worth framing!
Worth framing!
Whitbread #WTB
Share Price 2360p
Jefferies sees "strong market positioning & solid execution" but concerned by weak earnings momentum & capital allocation strategy, noting medium-term plan timing offers "little offset" to current challenges
Been averaging down.
My bullish sentiment is weakening.
Share Price 2360p
Jefferies sees "strong market positioning & solid execution" but concerned by weak earnings momentum & capital allocation strategy, noting medium-term plan timing offers "little offset" to current challenges
Been averaging down.
My bullish sentiment is weakening.
December 12, 2025 at 3:15 PM
Whitbread #WTB
Share Price 2360p
Jefferies sees "strong market positioning & solid execution" but concerned by weak earnings momentum & capital allocation strategy, noting medium-term plan timing offers "little offset" to current challenges
Been averaging down.
My bullish sentiment is weakening.
Share Price 2360p
Jefferies sees "strong market positioning & solid execution" but concerned by weak earnings momentum & capital allocation strategy, noting medium-term plan timing offers "little offset" to current challenges
Been averaging down.
My bullish sentiment is weakening.
💥 Card Factory #CARD
Share Price 74p (-23%)
Difference between the market's expected adj PBT of £70M and the new guidance of £55M - £60M is the core of the disappointment.
IMO. Other retailers creating space for cheaper cards is hurting #CARD's niche.
Likely to see similar warning in December '26
Share Price 74p (-23%)
Difference between the market's expected adj PBT of £70M and the new guidance of £55M - £60M is the core of the disappointment.
IMO. Other retailers creating space for cheaper cards is hurting #CARD's niche.
Likely to see similar warning in December '26
December 12, 2025 at 9:12 AM
Brookfield Asset Mgmt $BAM
Share Price $54.59
☆ Predictable fees
☆ High-quality real assets
☆ Conservative leverage
☆ A global diversification buffer
A solid long track record
Some loose or unusual accounting methods used. Hmm...
However still bought an initial position. Seeking slow compounding
Share Price $54.59
☆ Predictable fees
☆ High-quality real assets
☆ Conservative leverage
☆ A global diversification buffer
A solid long track record
Some loose or unusual accounting methods used. Hmm...
However still bought an initial position. Seeking slow compounding
December 11, 2025 at 9:47 PM
Brookfield Asset Mgmt $BAM
Share Price $54.59
☆ Predictable fees
☆ High-quality real assets
☆ Conservative leverage
☆ A global diversification buffer
A solid long track record
Some loose or unusual accounting methods used. Hmm...
However still bought an initial position. Seeking slow compounding
Share Price $54.59
☆ Predictable fees
☆ High-quality real assets
☆ Conservative leverage
☆ A global diversification buffer
A solid long track record
Some loose or unusual accounting methods used. Hmm...
However still bought an initial position. Seeking slow compounding
Year Ahead(IMO)
At best, Dec ’26 indices finish only 2–3% above their Dec ’25 close.
Profits do rise next year, but likely share face further P/E derating.
US growth holds up; but Europe and the UK remain flat.
Some firms gain market share even as the overall market shrinks.
Now how to shuffle!
At best, Dec ’26 indices finish only 2–3% above their Dec ’25 close.
Profits do rise next year, but likely share face further P/E derating.
US growth holds up; but Europe and the UK remain flat.
Some firms gain market share even as the overall market shrinks.
Now how to shuffle!
December 11, 2025 at 2:44 PM
Year Ahead(IMO)
At best, Dec ’26 indices finish only 2–3% above their Dec ’25 close.
Profits do rise next year, but likely share face further P/E derating.
US growth holds up; but Europe and the UK remain flat.
Some firms gain market share even as the overall market shrinks.
Now how to shuffle!
At best, Dec ’26 indices finish only 2–3% above their Dec ’25 close.
Profits do rise next year, but likely share face further P/E derating.
US growth holds up; but Europe and the UK remain flat.
Some firms gain market share even as the overall market shrinks.
Now how to shuffle!
Uber Technology $UBER
Share Price $83.50 (↓5.7%)
Drop driven mainly by competitor moves & market sentiment
Risks include watching regulatory/labour costs, margin pressure, macro risks, execution, and pricing competition
Plenty of room for other competitors.
SP may fall further, but I added more!
Share Price $83.50 (↓5.7%)
Drop driven mainly by competitor moves & market sentiment
Risks include watching regulatory/labour costs, margin pressure, macro risks, execution, and pricing competition
Plenty of room for other competitors.
SP may fall further, but I added more!
December 10, 2025 at 5:42 PM
Uber Technology $UBER
Share Price $83.50 (↓5.7%)
Drop driven mainly by competitor moves & market sentiment
Risks include watching regulatory/labour costs, margin pressure, macro risks, execution, and pricing competition
Plenty of room for other competitors.
SP may fall further, but I added more!
Share Price $83.50 (↓5.7%)
Drop driven mainly by competitor moves & market sentiment
Risks include watching regulatory/labour costs, margin pressure, macro risks, execution, and pricing competition
Plenty of room for other competitors.
SP may fall further, but I added more!
Auto Trader Group #AUTO
Share Price 597p (+0%)
It's interesting to hear a criticism of AutoTrader.
In the last month, the AutoTrader Share price is down 20%.
Are there structural problems?
Just watching and learning.
youtu.be/twXVoomxT0c?...
Share Price 597p (+0%)
It's interesting to hear a criticism of AutoTrader.
In the last month, the AutoTrader Share price is down 20%.
Are there structural problems?
Just watching and learning.
youtu.be/twXVoomxT0c?...
AutoTrader in SECRET CRISIS MEETINGS After Losing £1.3bn!
YouTube video by Shifting Metal
youtu.be
December 9, 2025 at 1:43 PM
Auto Trader Group #AUTO
Share Price 597p (+0%)
It's interesting to hear a criticism of AutoTrader.
In the last month, the AutoTrader Share price is down 20%.
Are there structural problems?
Just watching and learning.
youtu.be/twXVoomxT0c?...
Share Price 597p (+0%)
It's interesting to hear a criticism of AutoTrader.
In the last month, the AutoTrader Share price is down 20%.
Are there structural problems?
Just watching and learning.
youtu.be/twXVoomxT0c?...
SAGA plc #SAGA
Share Price 329p (+3.6%)
My "oversized position" looks like a bargain in hindsight.
Of course, it was high risk/reward!
Seems prudent now to reduce my Saga holdings by 40%.
The remaining 60% holding is large enough to remain a core holding.
I can be patient with the balance.
Share Price 329p (+3.6%)
My "oversized position" looks like a bargain in hindsight.
Of course, it was high risk/reward!
Seems prudent now to reduce my Saga holdings by 40%.
The remaining 60% holding is large enough to remain a core holding.
I can be patient with the balance.
December 9, 2025 at 10:47 AM
SAGA plc #SAGA
Share Price 329p (+3.6%)
My "oversized position" looks like a bargain in hindsight.
Of course, it was high risk/reward!
Seems prudent now to reduce my Saga holdings by 40%.
The remaining 60% holding is large enough to remain a core holding.
I can be patient with the balance.
Share Price 329p (+3.6%)
My "oversized position" looks like a bargain in hindsight.
Of course, it was high risk/reward!
Seems prudent now to reduce my Saga holdings by 40%.
The remaining 60% holding is large enough to remain a core holding.
I can be patient with the balance.
Nomad Foods $NOMD
Share Price $11.91
Adding slowly to build a core holding
Nomad's share price is "relatively cheap". Short-term headwinds are apparent.
Not expecting much.
Giving it a year to work on margins.
Profitability under threat, but confident mgmt's plan should improve matters.
A Hold.
Share Price $11.91
Adding slowly to build a core holding
Nomad's share price is "relatively cheap". Short-term headwinds are apparent.
Not expecting much.
Giving it a year to work on margins.
Profitability under threat, but confident mgmt's plan should improve matters.
A Hold.
December 8, 2025 at 3:48 PM
Nomad Foods $NOMD
Share Price $11.91
Adding slowly to build a core holding
Nomad's share price is "relatively cheap". Short-term headwinds are apparent.
Not expecting much.
Giving it a year to work on margins.
Profitability under threat, but confident mgmt's plan should improve matters.
A Hold.
Share Price $11.91
Adding slowly to build a core holding
Nomad's share price is "relatively cheap". Short-term headwinds are apparent.
Not expecting much.
Giving it a year to work on margins.
Profitability under threat, but confident mgmt's plan should improve matters.
A Hold.
Big Technologies #BIG
Share Price 67p (+6.7%)
A sentiment change might see SP climb back to 80p level in the short term.
Felt SP fall was over punished pending likely litigation outcomes.
I'm focusing on the #BIG cash level, new contracts & profit guidance.
A High Risk/Reward Core Holding!
Share Price 67p (+6.7%)
A sentiment change might see SP climb back to 80p level in the short term.
Felt SP fall was over punished pending likely litigation outcomes.
I'm focusing on the #BIG cash level, new contracts & profit guidance.
A High Risk/Reward Core Holding!
December 8, 2025 at 12:42 PM
Big Technologies #BIG
Share Price 66.5p (+5.7%)
Sentiment is the key to the lock
Yes, litigation concerns continue to scare!
Falling SP is a jail "sentence" that is being paid by holders.
But, TU and the new contracts announced today help.
Pushing my doubts away.
Feeling released to add more.
Share Price 66.5p (+5.7%)
Sentiment is the key to the lock
Yes, litigation concerns continue to scare!
Falling SP is a jail "sentence" that is being paid by holders.
But, TU and the new contracts announced today help.
Pushing my doubts away.
Feeling released to add more.
December 8, 2025 at 11:14 AM
Big Technologies #BIG
Share Price 66.5p (+5.7%)
Sentiment is the key to the lock
Yes, litigation concerns continue to scare!
Falling SP is a jail "sentence" that is being paid by holders.
But, TU and the new contracts announced today help.
Pushing my doubts away.
Feeling released to add more.
Share Price 66.5p (+5.7%)
Sentiment is the key to the lock
Yes, litigation concerns continue to scare!
Falling SP is a jail "sentence" that is being paid by holders.
But, TU and the new contracts announced today help.
Pushing my doubts away.
Feeling released to add more.
SAGA plc #SAGA
Share Price 317p (+8%)
No RNS news yet – market left to speculate
What’s not known?
Possibly improvement on the insurance side, a surprise strategic move, or even takeover chatter
Potential earnings upgrade looks more likely
Reducing holding a little in case the weather changes.
Share Price 317p (+8%)
No RNS news yet – market left to speculate
What’s not known?
Possibly improvement on the insurance side, a surprise strategic move, or even takeover chatter
Potential earnings upgrade looks more likely
Reducing holding a little in case the weather changes.
December 8, 2025 at 9:46 AM
SAGA plc #SAGA
Share Price 317p (+8%)
No RNS news yet – market left to speculate
What’s not known?
Possibly improvement on the insurance side, a surprise strategic move, or even takeover chatter
Potential earnings upgrade looks more likely
Reducing holding a little in case the weather changes.
Share Price 317p (+8%)
No RNS news yet – market left to speculate
What’s not known?
Possibly improvement on the insurance side, a surprise strategic move, or even takeover chatter
Potential earnings upgrade looks more likely
Reducing holding a little in case the weather changes.
Saga plc #SAGA
Share Price: 292p (+8.2%)
No fresh RNS.
No meaningful short interest.
Nothing from social chatter.
SP pushing higher
Today’s trading volume is well above the daily average.
Sometimes enough to draw in momentum buyers…
Is it just noise before the weekend? Doubt it.
A Core Holding
Share Price: 292p (+8.2%)
No fresh RNS.
No meaningful short interest.
Nothing from social chatter.
SP pushing higher
Today’s trading volume is well above the daily average.
Sometimes enough to draw in momentum buyers…
Is it just noise before the weekend? Doubt it.
A Core Holding
December 5, 2025 at 1:05 PM
Saga plc #SAGA
Share Price: 292p (+8.2%)
No fresh RNS.
No meaningful short interest.
Nothing from social chatter.
SP pushing higher
Today’s trading volume is well above the daily average.
Sometimes enough to draw in momentum buyers…
Is it just noise before the weekend? Doubt it.
A Core Holding
Share Price: 292p (+8.2%)
No fresh RNS.
No meaningful short interest.
Nothing from social chatter.
SP pushing higher
Today’s trading volume is well above the daily average.
Sometimes enough to draw in momentum buyers…
Is it just noise before the weekend? Doubt it.
A Core Holding
Trustpilot plc #TRST
Share Price 129.2p (pre-open)
Shorters may try to drive the price lower at the 8:00 a.m. open after yesterday’s fear-filled drop.
Once negative sentiment pauses, a sharp rebound looks likely.
Bought for a trade — will add further on any early SP dip.
youtu.be/_xnX-29QA5E?...
Share Price 129.2p (pre-open)
Shorters may try to drive the price lower at the 8:00 a.m. open after yesterday’s fear-filled drop.
Once negative sentiment pauses, a sharp rebound looks likely.
Bought for a trade — will add further on any early SP dip.
youtu.be/_xnX-29QA5E?...
Trustpilot's commitment to transparency
YouTube video by Trustpilot
youtu.be
December 5, 2025 at 12:58 AM
Trustpilot plc #TRST
Share Price 129.2p (pre-open)
Shorters may try to drive the price lower at the 8:00 a.m. open after yesterday’s fear-filled drop.
Once negative sentiment pauses, a sharp rebound looks likely.
Bought for a trade — will add further on any early SP dip.
youtu.be/_xnX-29QA5E?...
Share Price 129.2p (pre-open)
Shorters may try to drive the price lower at the 8:00 a.m. open after yesterday’s fear-filled drop.
Once negative sentiment pauses, a sharp rebound looks likely.
Bought for a trade — will add further on any early SP dip.
youtu.be/_xnX-29QA5E?...
Trustpilot #TRST
Share Price 128p (-33%)
Shares plunge after short-seller claims “mafia-style” tactics: businesses pressured to pay or face negative reviews
History repeats itself – stock likely still overvalued, but if claims are overblown, could be approaching a buy zone
Tempted with Play Money
Share Price 128p (-33%)
Shares plunge after short-seller claims “mafia-style” tactics: businesses pressured to pay or face negative reviews
History repeats itself – stock likely still overvalued, but if claims are overblown, could be approaching a buy zone
Tempted with Play Money
December 4, 2025 at 4:26 PM
Trustpilot #TRST
Share Price 128p (-33%)
Shares plunge after short-seller claims “mafia-style” tactics: businesses pressured to pay or face negative reviews
History repeats itself – stock likely still overvalued, but if claims are overblown, could be approaching a buy zone
Tempted with Play Money
Share Price 128p (-33%)
Shares plunge after short-seller claims “mafia-style” tactics: businesses pressured to pay or face negative reviews
History repeats itself – stock likely still overvalued, but if claims are overblown, could be approaching a buy zone
Tempted with Play Money
Beximco Pharma #BXP
Bid/Offer 41.25p/41.75p
Key catalysts:
*High Court ruling
*BSEC resolution
*Timely results
Almost a Binary outcome… but upside is sizeable if clarity arrives
Scenario A (governance fixed):
Fair value 70–95p
Scenario B (drag continues):
Fair value 35-50p.
A Core Holding!
Bid/Offer 41.25p/41.75p
Key catalysts:
*High Court ruling
*BSEC resolution
*Timely results
Almost a Binary outcome… but upside is sizeable if clarity arrives
Scenario A (governance fixed):
Fair value 70–95p
Scenario B (drag continues):
Fair value 35-50p.
A Core Holding!
December 4, 2025 at 4:06 PM
Beximco Pharma #BXP
Bid/Offer 41.25p/41.75p
Key catalysts:
*High Court ruling
*BSEC resolution
*Timely results
Almost a Binary outcome… but upside is sizeable if clarity arrives
Scenario A (governance fixed):
Fair value 70–95p
Scenario B (drag continues):
Fair value 35-50p.
A Core Holding!
Bid/Offer 41.25p/41.75p
Key catalysts:
*High Court ruling
*BSEC resolution
*Timely results
Almost a Binary outcome… but upside is sizeable if clarity arrives
Scenario A (governance fixed):
Fair value 70–95p
Scenario B (drag continues):
Fair value 35-50p.
A Core Holding!
Recent weeks feel like a physical struggle. Every forward push is soon snapped back by the unseen elastic band fixed firmly to our momentum."
December 3, 2025 at 4:10 PM
Recent weeks feel like a physical struggle. Every forward push is soon snapped back by the unseen elastic band fixed firmly to our momentum."
TBC Bank #TBCG
Share Price 4001p (-2.7%)
Recent regulatory "hiccups" have set progress back ~1 year, but these headwinds are fully recoverable
Happy to add to the core holding
Yes, country risk exists!
SP will climb in time.
Some will trim holdings
I prefer LT compound profits and divi growth!
Share Price 4001p (-2.7%)
Recent regulatory "hiccups" have set progress back ~1 year, but these headwinds are fully recoverable
Happy to add to the core holding
Yes, country risk exists!
SP will climb in time.
Some will trim holdings
I prefer LT compound profits and divi growth!
December 3, 2025 at 1:50 PM
TBC Bank #TBCG
Share Price 4001p (-2.7%)
Recent regulatory "hiccups" have set progress back ~1 year, but these headwinds are fully recoverable
Happy to add to the core holding
Yes, country risk exists!
SP will climb in time.
Some will trim holdings
I prefer LT compound profits and divi growth!
Share Price 4001p (-2.7%)
Recent regulatory "hiccups" have set progress back ~1 year, but these headwinds are fully recoverable
Happy to add to the core holding
Yes, country risk exists!
SP will climb in time.
Some will trim holdings
I prefer LT compound profits and divi growth!
Dec 3rd 2025.
A few UK-listed shares with
7:00 a.m. RNSs.
Interesting to note their Share Price movements in first 15 minutes of trade.
A few UK-listed shares with
7:00 a.m. RNSs.
Interesting to note their Share Price movements in first 15 minutes of trade.
December 3, 2025 at 8:18 AM
Dec 3rd 2025.
A few UK-listed shares with
7:00 a.m. RNSs.
Interesting to note their Share Price movements in first 15 minutes of trade.
A few UK-listed shares with
7:00 a.m. RNSs.
Interesting to note their Share Price movements in first 15 minutes of trade.
Nomad Foods $NOMD
Share Price $12.08
Snatched a holding today. Why?
I'm seeking a few dull and uninspiring stocks, out of favour but selling very cheaply.
Watched, listened and read what I could research. Nomad Foods fit the bill!
In 2026
Pricing up on food products
Efficiency program starts.
Share Price $12.08
Snatched a holding today. Why?
I'm seeking a few dull and uninspiring stocks, out of favour but selling very cheaply.
Watched, listened and read what I could research. Nomad Foods fit the bill!
In 2026
Pricing up on food products
Efficiency program starts.
December 2, 2025 at 3:30 PM
Nomad Foods $NOMD
Share Price $12.08
Snatched a holding today. Why?
I'm seeking a few dull and uninspiring stocks, out of favour but selling very cheaply.
Watched, listened and read what I could research. Nomad Foods fit the bill!
In 2026
Pricing up on food products
Efficiency program starts.
Share Price $12.08
Snatched a holding today. Why?
I'm seeking a few dull and uninspiring stocks, out of favour but selling very cheaply.
Watched, listened and read what I could research. Nomad Foods fit the bill!
In 2026
Pricing up on food products
Efficiency program starts.
On The Beach #OTB
Share Price: 215p
Analysts been less enthusiastic. Profit forecasts lowered.
May explain recent SP drop.
FY26 Adj PBT Mgmtbguidance £39m-£43m is today's real story!
Margin expansion + £25m buyback reinforces upward SP path.
In time upgrades?
Upside bigger than the Downside!
Share Price: 215p
Analysts been less enthusiastic. Profit forecasts lowered.
May explain recent SP drop.
FY26 Adj PBT Mgmtbguidance £39m-£43m is today's real story!
Margin expansion + £25m buyback reinforces upward SP path.
In time upgrades?
Upside bigger than the Downside!
December 2, 2025 at 1:26 PM
On The Beach #OTB
Share Price: 215p
Analysts been less enthusiastic. Profit forecasts lowered.
May explain recent SP drop.
FY26 Adj PBT Mgmtbguidance £39m-£43m is today's real story!
Margin expansion + £25m buyback reinforces upward SP path.
In time upgrades?
Upside bigger than the Downside!
Share Price: 215p
Analysts been less enthusiastic. Profit forecasts lowered.
May explain recent SP drop.
FY26 Adj PBT Mgmtbguidance £39m-£43m is today's real story!
Margin expansion + £25m buyback reinforces upward SP path.
In time upgrades?
Upside bigger than the Downside!
On The Beach #OTB
Share Price 217p (+12.6%)
FY Margin Magic!
Adj PBT rose 20% on a modest 6% revenue increase and 11% TTV growth, confirms successful margin expansion. Hmm..
Forward bookings are up, strong cash flow, dividend and a large share buyback programme.
Paying Up to Buy Now.
Humbug!...
Share Price 217p (+12.6%)
FY Margin Magic!
Adj PBT rose 20% on a modest 6% revenue increase and 11% TTV growth, confirms successful margin expansion. Hmm..
Forward bookings are up, strong cash flow, dividend and a large share buyback programme.
Paying Up to Buy Now.
Humbug!...
December 2, 2025 at 10:18 AM
On The Beach #OTB
Share Price 217p (+12.6%)
FY Margin Magic!
Adj PBT rose 20% on a modest 6% revenue increase and 11% TTV growth, confirms successful margin expansion. Hmm..
Forward bookings are up, strong cash flow, dividend and a large share buyback programme.
Paying Up to Buy Now.
Humbug!...
Share Price 217p (+12.6%)
FY Margin Magic!
Adj PBT rose 20% on a modest 6% revenue increase and 11% TTV growth, confirms successful margin expansion. Hmm..
Forward bookings are up, strong cash flow, dividend and a large share buyback programme.
Paying Up to Buy Now.
Humbug!...
Whitbread PLC #WTB
Share Price: 2,490p
Did SP overreact post-Budget?
No, if consumer spending slows, cost inflation bites and Germany adds risk.
The £40m rates hit is only ~£1 per guest across ~40m stays. Hardly a major deterrent.
Doubled my Holding! Smart?
Not overly cheap, but I’ll sleep easy!
Share Price: 2,490p
Did SP overreact post-Budget?
No, if consumer spending slows, cost inflation bites and Germany adds risk.
The £40m rates hit is only ~£1 per guest across ~40m stays. Hardly a major deterrent.
Doubled my Holding! Smart?
Not overly cheap, but I’ll sleep easy!
December 1, 2025 at 10:55 AM
Whitbread PLC #WTB
Share Price: 2,490p
Did SP overreact post-Budget?
No, if consumer spending slows, cost inflation bites and Germany adds risk.
The £40m rates hit is only ~£1 per guest across ~40m stays. Hardly a major deterrent.
Doubled my Holding! Smart?
Not overly cheap, but I’ll sleep easy!
Share Price: 2,490p
Did SP overreact post-Budget?
No, if consumer spending slows, cost inflation bites and Germany adds risk.
The £40m rates hit is only ~£1 per guest across ~40m stays. Hardly a major deterrent.
Doubled my Holding! Smart?
Not overly cheap, but I’ll sleep easy!