Slack: C0A0ZC2NS48/ts:1771098391.7559

Author: Nicky Adam Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

regional-opportunistic-trades

🟢 [E1955] If Restore Britain/Reform takes power, UK real estate is a great trade. Rightmove deeply oversold near COVID lows. Shepherd Neame trading near all-time lows at 0.4x P/B with 4.4% yield. Thwaites at 0.2x P/B with bullish TK cross.
supporting · 2026-04-07