PMH Capital @CapitalPmh
Paul Hill: Investor, capital markets commentator & analyst. All views are my own. Please DYOR. Full disclosure available on https://t.co/3JUBBuJbNy pmhcapital.com Birmingham UK Joined October 2015-
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Thanks Rich FYI, this is what Chat GPT (see below) says.
Thanks Rich FYI, this is what Chat GPT (see below) says. https://t.co/sMHSDWugl9
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Over the past 2.5 years, there has been persistent UK fund outflows and investor redemptions (see blue line). A painful situation which now seems to have infected globally focused funds too.
By popular demand and live at 9.30am Monday (8th Sept) on @VOXmarkets , I have the pleasure again of discussing all things UK smallcap with accomplished fund manager Laurence Hulse @laurence_hulse of Onwards Opportunities. It's sure to be another fascinating chat, alongside…
China, Russia and North Korea are forging closer ties - how worried should the West, NATO, Taiwan, South Korea & Europe be?
Live at 2pm tomorrow (Wedn 3rd Sept) on @VOXmarkets, I have the pleasure again of discussing all things smallcap with equity analyst & commentator Paul Scott. As usual we'll try to answer any of your investment questions too. Everyone is welcome. youtube.com/watch?v=xJa3vo…
#AVG South Korea has big ambitions for nuclear power, which already accounts for over 30% of the nation’s electricity. Here Korea Hydro & Nuclear Power (KHNP) dominates the sector with substantial operations spanning 24 sites, advanced SMRs and overseas fuel partnerships. Not…
Here you go Rich. The historical data shows average global temperatures are undoubtedly rising - albeit luckily not quite at the rate that the media sometimes suggest.
Here you go Rich. The historical data shows average global temperatures are undoubtedly rising - albeit luckily not quite at the rate that the media sometimes suggest. https://t.co/KehGZ8gBFs
#SUP When you have a winning strategy, then its important to ‘rinse and repeat’ the business model in order to maximise performance. Take @SupremePLC . A leading vertically integrated UK brand owner, licenser and distributor of FMCG products across Electricals (22% revenues),…
Just saw an incredible rainbow in my back garden (see below). Helps also explain my stock picking returns YTD'25.
#AVG Not all boats necessarily rise or fall with the tide. Indeed the sturdiest ships seemed to be able to sail calmly through even the choppiest of waters. Take the UK rail sector, which is presently being buffeted by headwinds due to constrained CP7 funding, the…
Live at 2pm tomorrow (Thursday 28th August) on @VOXmarkets , I have the pleasure again of discussing all things smallcap with equity analyst & commentator Paul Scott. As usual we'll try to answer any of your investment questions too. Everyone is welcome.…
#REVB #W7L @EsteeLauder (re FY'25 & Q4'25 LFL sales drop -8% & -13% respectively) is one of the 'big dogs' that both UK challenger cosmetics brands Revolution Beauty and Warpaint have targeted to win market share from. The problem though at the moment appears to be that the…
Live at 2pm tomorrow (Wednesday 20th August) on @VOXmarkets , I have the pleasure again of discussing all things smallcap with equity analyst & commentator Paul Scott. As usual we'll try to answer any of your investment questions too. Everyone is welcome.…
By popular demand and live at 10.30am Monday (18th August) on @VOXmarkets , I have the pleasure again of discussing all things UK small/midcap stocks with accomplished fund manager Paul Jourdan @Stradivari48 of Amati. It's sure to be another fascinating chat, alongside trying…
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