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@brookgatecap "Have added some #VTY $VTY.L Is still on the naughty step after the multiple profit warnings last year 1x tangible book Plus a growing contracting-type business (Partnerships) which has nice returns and will be a major beneficiary of the big uplift in Homes England funding from next year All the house builders are cheap (I also own #CRST) but not many have this exposure to central government funding which should have different drivers to private housing market"
X Link @brookgatecap 2025-10-10T07:24Z XX followers, XXX engagements

"@pgperry This is super helpful thank you for sharing. Have put #TSTL on my to-do list today. Is this a competitive business Does this compete with ecolab and diversey"
X Link @brookgatecap 2025-10-13T18:59Z XX followers, XX engagements