CURRENT PAWTFOLIO:

UP or DOWN?

49.4% UP*

START DATE: September 2020

LAST UPDATED: Aug 9th 2021

SELL DATE: 8th February 2025

Updated monthly - or whenever Nettles can be bothered!

*Barclays Share ISA and Smart Investor account information


I'm Nettles.  I'm a cat.

Follow or not, I don't care.  These are the shares I get my owner to invest in.  He's doing alright by it.

I'm not FCA approved (because I'm a cat) and this is meant as nothing more than a blog showing my cat skills....

ROLLS ROYCE

RR.L

BUY IN: Various purchases - Averaging 92p

CURRENT PRICE: 109.8p

UP or DOWN:  UP


OPINION:

Short: Hikes to 130p by July 30th - (didn't happen)

Mid: 250p close at christmas 2021

Long: 700p around 2024


NETTLES REVIEW:

Buy before 130p.  Hold extra long (4 years) to get the big gains - 70bln market cap is only the start from 2024 onwards.


CURRENT PAWS OUT OF 5 TO INVEST: 5


RAMBLER METALS

RMM.L

BUY IN: 0.5790p

CURRENT PRICE: 25p (after share consolidation)

UP or DOWN:  DOWN


OPINION:

Short: Gains to be made with copper prices on the up

Mid: £1 by 2022

Long: Buy out either now or prior resulting in gains


NETTLES REVIEW:

If you can get in below 40p and you have a few extra quid then do it.  Well worth the long term punt.


CURRENT PAWS OUT OF 5 TO INVEST: 5

KIER GROUP

KIE.L

BUY IN: 84.40p (additonal 85p RI)

CURRENT PRICE: 125.80p

UP or DOWN:  UP


OPINION:

Short: Too late to get into to 82p RI

Mid: £2 is possible

Long: Should go to £4 


NETTLES REVIEW:

This is the governments #1 contractor for builds.  Everyone needs a build these days!  Including us cats.


CURRENT PAWS OUT OF 5 TO INVEST: 4


KODAL MINERALS

KOD.L

BUY IN: 0.0965p

CURRENT PRICE: 0.31p

UP or DOWN:  UP


OPINION:

Short: Seems late but I'd still get in at this price

Mid: It's a rollercoaster ride!

Long: Buy out on the cards


NETTLES REVIEW:

Lithium is the key mining commodity right now - price hikes are due to license agreements.  I'd go paws deep in this one!


CURRENT PAWS OUT OF 5 TO INVEST: 5


FIRST GROUP

FGP.L

BUY IN: 78.96p

CURRENT PRICE: 91.30p

UP or DOWN:  UP


OPINION:

Short: Massive payout for holders with dividends (30p)

Mid: Now out of US so focused on UK only?

Long: Should build up a nice block with HS2


NETTLES REVIEW:

This might be one to have got in to pocket the generous 30p per share dividend.  Might take a while to  build up what they sold in the US.


CURRENT PAWS OUT OF 5 TO INVEST: 2


TAYLOR WIMPEY

TW.L

BUY IN: 165.40p

CURRENT PRICE: 174.20p

UP or DOWN:  UP


OPINION:

Short: Essential for safe investors

Mid: Should get to £3 in 12 months

Long: There is a ceiling value here


NETTLES REVIEW:

Great short/medium term investment.  People need houses - plain and simple.  


CURRENT PAWS OUT OF 5 TO INVEST: 4


SIG PLC

SHI.L

BUY IN: 34.31p

CURRENT PRICE: 46.84p

UP or DOWN:  UP


OPINION:

Short: As with all building companies, up, up, up!

Mid: SIG has a lot of weight to gain back

Long: Potential to pre covid - could be good


NETTLES REVIEW:

As with TW, this share could get silly money in the next few years - certainly one to buy and hold at this level


CURRENT PAWS OUT OF 5 TO INVEST: 4


BP PLC

BP.L

BUY IN: 252.70p

CURRENT PRICE: 305.45p

UP or DOWN:  UP


OPINION:

Short: Get in now before these take off!

Mid: £5 was alway the goal come 2022

Long: Certainly a long hold to get steady profits


NETTLES REVIEW:

BP went balls deep in the off shore purchse of windfarms from the crown estate with their German partners - they paid well over the odds for the best sites... but Germans know best!


CURRENT PAWS OUT OF 5 TO INVEST: 5


Aston Martin

AML.L

BUY IN: 81.81p

CURRENT PRICE: 1982.00p (after consolidation)

UP or DOWN:  UP


OPINION:

Short: Grand Prix safety cars are a good advert

Mid: 4x4 looking good - but can we afford it?

Long: I consider this a steady rise in terms with inflation


NETTLES REVIEW:

Difficult to see masive fluctuations in the price here.

No reason for a massive upturn.  Buy this if you want to beat inflation only - 4% maybe 5% a year.

We bought this because Jonny (my fortnite playing 'owner' loves his Grand Prix) - I think he thinks his tiny investment might get him track side one day.


CURRENT PAWS OUT OF 5 TO INVEST: 2


Barclays

BARC.L

BUY IN: 99.45p

CURRENT PRICE: 184.38p

UP or DOWN:  UP


OPINION:

Short: Slow rises but safe as houses

Mid: 2022 should see a more rapid gain

Long: No limit - all down to growth of economy


NETTLES REVIEW:

Banking has to be the most boring share ever!

Do you think we'll see a finacial crash like 2008?  If you do, put your money in the Post Office.  If not, and you want a steady growth share to add to your portfolio, Barclays is it - best banking share around in my opinion.


CURRENT PAWS OUT OF 5 TO INVEST: 4


Breedon Group

BREE.L

BUY IN: 74.79p

CURRENT PRICE: 103.20p

UP or DOWN:  UP


OPINION:

Short: Do you like watching paint dry?

Mid: ...and once it's dry, you watch it crack?

Long: ...then you watch it all fall off over several years?


NETTLES REVIEW:

Yawn fest!  Jonny's neighbour works for these and it was his first investment just to test out the share platform.  As interesting as watching me sleep all day.


CURRENT PAWS OUT OF 5 TO INVEST: 1


Sainsburys

SBRY.L

BUY IN: 185.55p

CURRENT PRICE: 290.80p

UP or DOWN:  UP


OPINION:

Short: Steady rise me thinks!

Mid: People will come back to mid/high products

Long: This could double by 2025


NETTLES REVIEW:

I do like their catfood, I have to say.

Jonny used to use them all the time before he started to going to Waitrose whilst his realistic wife started going to Aldi.

They'll find a middle ground soon, like most folk.


CURRENT PAWS OUT OF 5 TO INVEST: 4


Bakkavor Group

BAKK.L

BUY IN: 69.43p

CURRENT PRICE: 117.00p

UP or DOWN:  UP


OPINION:

Short: Just waiting for people to get back to work

Mid: Should double in 2/3 years

Long: Decent - If people keep on eating sandwiches


NETTLES REVIEW:

I love a good sandwich!  Shame people had to make their own from home over the last year or two.

Anway, people getting back to work, I'm thinking they'll want even more sandwiches!


CURRENT PAWS OUT OF 5 TO INVEST: 3


Carnival UK

CCL.L

BUY IN: 1795.16p

CURRENT PRICE: 1482.80p

UP or DOWN:  DOWN


OPINION:

Short: Steady gains

Mid: Post Covid should see some healthy gains

Long: Should double in value before 2025


NETTLES REVIEW:

Who doesn't like a good cruise.  More leisure time = more cruises, more boats, more revenue.

A slow grower post Covid that I'm looking forward to using in 2025


CURRENT PAWS OUT OF 5 TO INVEST: 3


M & S Group

MKS.L

BUY IN: 155.01p

CURRENT PRICE: 140.30p

UP or DOWN:  DOWN


OPINION:

Short: Remodel sounds interesting

Mid: Buyout on the cards

Long: Depends on the buyout - £3 a share 2025


NETTLES REVIEW:

I'm a little torn on this one - if a buyout goes ahead, share will rapidly gain pace but do we want M&S bought out by a US fund investor?


CURRENT PAWS OUT OF 5 TO INVEST: 4


IAG

IAG.L

BUY IN: 169.37p

CURRENT PRICE: 167.72p

UP or DOWN:  DOWN


OPINION:

Short: To many moaners keeping this low

Mid: Back to normal (£3 share)

Long: Overhaul of aviation gets this to £6 easy


NETTLES REVIEW:

We all need to fly don't we?  And we'll fly again very soon!


CURRENT PAWS OUT OF 5 TO INVEST: 4


TUI

TUI.L

BUY IN: 328p

CURRENT PRICE: 330.40p

UP or DOWN:  UP


OPINION:

Short: UK Holidays won't cut it

Mid: People wanting to get back on holiday

Long: Best all inclusive for families - this will shine!


NETTLES REVIEW:

The assetts TUI have means they can live through a pandemic worse than Covid.


CURRENT PAWS OUT OF 5 TO INVEST: 5


And those that are sadly no longer with us...

Morrisons

MRW.L

BUY IN: 173.03p

SOLD PRICE: 266.20p

UP or DOWN:  UP


OPINION:

Short: COME ON AMAZON! MAKE THEM FLY!

Mid: Did they shave off profits to get with Amazon?

Long: I sense a buy out at some stage.....


NETTLES REVIEW:

Well, as predicted, a buyout was confirmed and the share price shot up.  Good short term profits so can't grumble.


CURRENT PAWS OUT OF 5 TO INVEST: 3


Reach

RCH.L

BUY IN: 65.49p

SOLD PRICE: 220.87p

UP or DOWN:  UP


OPINION:

Short: I'm out, I don't care

Mid: ...as above

Long: ...Reach who?


NETTLES REVIEW:

I never sell shares - only ones that make a bloody fortune and ones that I find out are run on ethics and credentials my whiskers tell me to get rid of.  This one made me a bloody fortune.


CURRENT PAWS OUT OF 5 TO INVEST: 3


Petrofac

PFC.L

BUY IN: 114.48p

SOLD PRICE: 109p

UP or DOWN:  DOWN


OPINION:

Short: Someone get me a lawyer!

Mid: Someone smell dirty oil?

Long: The likes of Wolf of Wallstreet will do well....


NETTLES REVIEW:

I had to sell this one - I didn't do my research, paws up. What an abslute disgraceful way of doing business.  I got out half way through the plunge, I thought about getting back in but no.... never invest in something even a cat wouldn't eat, and I eat rats that have eaten sick puked out by other rats.


CURRENT PAWS OUT OF 5 TO INVEST: -5


You really don't need to contact me.  Think about it, I'm a cat!