MB @MBInvest
Small private investor. SIPP and ISA. UK based. DYOR UK Joined January 2011-
Tweets176
-
Followers229
-
Following502
-
Likes188
#W7L - Blockbuster results: ✅Rev up 40%, GM's up 350 bps, PBT up 136%, EPS up 123%. ✅Divi up 33%, no debt. ✅Significant expansion in Europe ✅Q1 FY24 Rev up 28% & margins up on FY23 ✅Further US expansion in Q1+ (CVS, Five Below) & UK ✅"strong performance ... will continue"
Volex trading on a trailing PE of 14.2. Had a forecast 11.3 PE, just announced it would likely beat. The forward PEG is 0.75 (before reforecasts). The trailing ROCE is over 10%, before growth & most benefits of recent aquisition. Surely the UK is crazy cheap. IMO, DYOR. #vlx
#W7L new broker coverage from Berenberg "BUY" / 550 PT 🔵
Volex, priced for a warning, delivers an ahead of expectations TU and upbeat outlook. #vlx
Looking at the Journeo acquisitions & FCF, interested in other views. Looks to me like the acquired biz were holding back payments to suppliers? Would fit with buying for a song & variance between earnings & FCF in the year as this hold-out unwound. Thoughts? All IMO, DYOR. #jneo
I’m ride or die with Avacta #avct 1. The platform works - it delivers chemo to high & mid FAP tumors, and can be applied to lots of drugs, many more potent than Dox 2. It’s safe 3. High chance the first drug, AVA6000, will show strong efficacy in P2 Just waiting time now. ⏰
Starter position in Palantir Technologies $pltr All eyes on Avacta tomorrow #avct 👀
Increasingly confident that Spectral AI are going to make it. $20.5 loss in 2023. 2024: BARDA income increases by $10m, the $8.5m exceptional NASDAQ listing cost disappears, commercial revenues start in H2 and not in the forecasts. Do your own research. $mdai
Second DeepView deployed at an NHS burns unit:
Second DeepView deployed at an NHS burns unit:
In the new R&D Spotlight Series we will take you a little deeper into the science behind the Avacta Therapeutics pipeline. In the first episode today we're going to introduce you to two of our key chemists who are working on the preCISION platform. avacta.wistia.com/medias/1h18nhz… #AVCT
Confused as to why I had a chunk of cash in my account this morning. Then realised I had been stopped out of #SHOE. Will be reviewing where to allocate.
Tightening up stop losses on $MSFT and $AMZN. Already took me out of $GOOGL on the drop caused by Gemini issues. IMO post-election the US will tighten fiscal policy, with megacap tech pullback at some point. Still running them though in the interim. Do your own research.
Ocie Pardun @OcPardu
57 Followers 5K Following
Willa Plumb @willa34002
73 Followers 5K Following
Sethyez @Sethyez178761
0 Followers 207 Following Life itself is a journey, we are all worthy and should strive to travel to different lives.
Antonina Pencek @AntoniPenc
50 Followers 5K Following
Aida Rellihan @AidaRellih
45 Followers 5K Following
Ethel @ethel_tisdale
175 Followers 3K Following
Rosie Leaper @LeaperRosi2873
71 Followers 5K Following
Kiera Larson @LarsonKier49892
28 Followers 5K Following
Tomas ⭐⭐ @TomasNugent
683 Followers 2K Following Quality growth,value and recovery plays 👔🧐 📈 Tweets are my own views not advice-DYOR
Nelly Bali @NellyBali199294
63 Followers 5K Following
Nova Woodmansee @NovaWoodma80807
72 Followers 5K Following
Goldie @jmcwilliam13
133 Followers 519 Following
Evelin Flores @EvelinF05132904
63 Followers 5K Following
Arlette Zeanah @ArlettZeana
63 Followers 5K Following
Ryan Bulow @BulowBulo
36 Followers 5K Following
BMH @BMHLTD
897 Followers 1K Following Trader and Investor focussed mainly on small PLC’s with exciting prospects; always on the look out for undervalued, attractive entry SP’s.
Everly Deaguero @EverlDeaguer
76 Followers 5K Following
Harlow Hollands @HarlHollan
73 Followers 5K Following
Catrin Jones @Catjones71
212 Followers 310 Following Head of Merchandising and part time Stock market trader. Make a mean Sunday roast and I’m Welsh 🏴❤️
Maren Schamp @maren_scha77024
83 Followers 5K Following
Tobes @fcfps_
46 Followers 299 Following Journal $dplm.l $keys.l $jdg.l $alph.l $cer.l $wso $bc.mi $lifco $knsl $tisg.mi $rms.pa $sl.mi $azo
Jannat Yagues @YaguJann
40 Followers 5K Following
Otman Salamat @Otman_S
2K Followers 673 Following There'll be a humbling moment in life when you'll feel at a loss. But understand this; He only wants to bring you back closer to Him, so you do not walk astray.
Christi Yoney @CYoney91737
78 Followers 5K Following
Larae Atherholt @LaraeA99306
72 Followers 5K Following
David Dobson @DavidDo32551124
69 Followers 169 Following CFO/Finance lead/Group FC at Avacta, C4, KPMG. Keep learning…
TraderMark @tradermark72
196 Followers 165 Following Investing in my SIPP & ISA since 2009. 30+ years in Construction/Housebuilding/Land Trading. I may have positions in shares I mention -DYOR. Keen cyclist.
KiwiCam @KiwiCam852
79 Followers 192 Following UK/US Stock investor. I try to invest in growing, profitable companies in a good sector/niche. Doctor by day
Mia O'Brien @MiaOBrienTV
27K Followers 2K Following Sprung from cages on Highway 9 | I cover No. 16 + the @Jaguars |🎙 + 🎥 @1010XL | @AP_Top25 🏀 | Ithacan | Iowish | Jersey Forever | 📩: [email protected]
Simon French @Frencheconomics
13K Followers 1K Following Chief Economist & Head of Research @panmuregordon Former @cabinetofficeuk @dwp. 🏏 @hmtreasury. @thetimes columnist. 🚴♀️ tours & 🐝-keeping. Views are my own
David B @2_hell_and_back
145 Followers 163 Following Live and work in Europe, part time investor in the UK markets mainly. Views are my own and are normally wrong
Demetrius Harvey @Demetrius82
22K Followers 2K Following Jacksonville Jaguars reporter for @jaxdotcom || Opinions are my own. FAU 🦉 Alum. SEO is king. 🎙️ … "Boo! Do better, please."
UK SmallCap Investor @stocks102
4K Followers 24 Following Ex-Blackrock fund manager. Investing exclusively in UK equities. Mainly small- and mid-caps. None of this is intended as investment advice.
International Chess F.. @FIDE_chess
272K Followers 2K Following Official account of the International Chess Federation (FIDE)
Viswanathan Anand @vishy64theking
673K Followers 110 Following ♟️Known for Pawns; Unknown for Puns! ✉️[email protected]
Praggnanandhaa @rpraggnachess
245K Followers 516 Following 🇮🇳Chess Grandmaster Arjuna Awardee Account handled by Team Pragg Sponsored: ADANI GROUP Coach:@Rameshchess Enquiry: [email protected]
Hikaru Nakamura @GMHikaru
564K Followers 340 Following Chess Professional Content Creator Business email: [email protected]
GothamChess @GothamChess
380K Followers 207 Following The Internet’s Chess Teacher | Business, Media: [email protected]
ChessBase India @ChessbaseIndia
94K Followers 791 Following ChessBase India is a place where you get all the information and updates about the Indian and world chess scene, tournaments and players.
Magnus Carlsen @MagnusCarlsen
1.0M Followers 128 Following World Chess Champion. The highest ranked chess player in the world. Former (live) #1 Fantasy Premier League player
Chess.com @chesscom
570K Followers 691 Following The world's largest chess community. Join today! Live coverage: @chess24com ♟️ Support: @chesscomsupport 💚 Community: @GreenPawns 👪
chess24 @chess24com
186K Followers 751 Following TePe Sigeman Chess Round 4 on Tuesday ♟️ Keymer-Ju, Abdusattorov-Grandelius, Maurizzi-Svidler, Korobov-Arjun. 📺 9am ET/15:00 CEST/6.30pm IST.
Ian Nepomniachtchi @lachesisq
130K Followers 27 Following
Hans Niemann @HansMokeNiemann
59K Followers 411 Following Greatness is eternal. Even if you are forgotten, your legacy lives on through those you inspire. contact:[email protected]
Jase @ Trading Bases @stealthsurf
3K Followers 90 Following Full time risk manager specialising in growth stocks, classical charting & trends. Educational thought's & Ideas. +35y experience. Charts in Focus #TBcif
Premier Miton Investo.. @Premier_Miton
639 Followers 166 Following Investment Professionals only - Premier Miton is a genuinely active investment manager offering a range of mutual funds and investment trusts.
Tomas ⭐⭐ @TomasNugent
683 Followers 2K Following Quality growth,value and recovery plays 👔🧐 📈 Tweets are my own views not advice-DYOR
Ariel Cohen @Arieljcohen
89 Followers 185 Following
Goldie @jmcwilliam13
133 Followers 519 Following
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Kyle Adams @KyleAdamsStocks
470 Followers 204 Following 28 | Investing to $1,000,000 before age 30 | Crazy enough to jump out of planes for fun | Small-mid cap focused | Top holdings right now: $CREX, $ALAR, $MPTI
BMH @BMHLTD
897 Followers 1K Following Trader and Investor focussed mainly on small PLC’s with exciting prospects; always on the look out for undervalued, attractive entry SP’s.
chris @archer_coa
695 Followers 698 Following Full time stock market investor. https://t.co/z0XODaaERS
Romilly Wakeling @romerley
2K Followers 1K Following Ex Formula Woman Racing Driver / Award Winning Managing Director / Investor / Libdems Councillor #MCFC #McLaren #F1
Shaun S Needham @SNScreenwriter
372 Followers 816 Following Screenwriter & published author. Lover of cigars & rum. Shore Scripts QF & Stage 32 New Blood SF. [email protected]
LTwit @LTwit8
60 Followers 130 Following
Mike Wilk @Mike182035
39 Followers 30 Following
Lee Raynes @LeeRaynes1
101 Followers 89 Following
Sheetal Thaker @sheet35
5 Followers 11 Following
adrian @adrian92049887
53 Followers 92 Following
richard @richard23751286
24 Followers 36 Following
stock picker @picker_stock
953 Followers 709 Following TECH Analysis, Stocks' Research, a survivor. Tweets personal & no stock buy/sell recommendations are made here. Respects risk.
Catrin Jones @Catjones71
212 Followers 310 Following Head of Merchandising and part time Stock market trader. Make a mean Sunday roast and I’m Welsh 🏴❤️
Joy S Sharphouse @SharphouseS
17 Followers 66 Following
Clive Romaine @cliveromaine
133 Followers 616 Following Retired…..Time to travel the World 🌍 🌎 Lives in Tunbridge Wells...Chelsea season ticket holder….Lousy Golfer…😎
udaibanerji @udai_banerji
1K Followers 46 Following Passionate about Molecular Cancer Pharmacology and the need to think out of the box.
Ophidian @Ophidian18
3K Followers 106 Following Scientist, Conservationist, Traveller, Investor, very lucky Husband & super proud Dad of two wonderful strong independent grown-up people. - oh and Golf nut.
Fizzy @Fizzy864729
29 Followers 29 Following
Dean Saunders @dean_saunders1
389 Followers 379 Following Football alcoholic. Top trader these days with my millions #parody obviously Mr Musk
#DYK – over 400,000 people with #burninjuries are admitted each year in ER in the USA? Many will require surgical procedures, but medical decisions are often delayed. Discover how our technology aims to eliminate delays by supporting physicians in making more timely decisions.
Lessons from a winning stock & a losing stock: - Warpaint London #W7L - SRT Marine #SRT 👇 youtube.com/watch?v=tkeb65…
@DArcyAndrewsUK I paid 490p today, averaging up from my 160 entry. I guess that's what makes markets.... Well played on your trade. #W7L
#W7L - Blockbuster results: ✅Rev up 40%, GM's up 350 bps, PBT up 136%, EPS up 123%. ✅Divi up 33%, no debt. ✅Significant expansion in Europe ✅Q1 FY24 Rev up 28% & margins up on FY23 ✅Further US expansion in Q1+ (CVS, Five Below) & UK ✅"strong performance ... will continue"
So apparently you’ve all been putting up with me on Twitter now for 15 years 🙄 For which I say thank you (& you deserve a medal 🥇) #MyXAnniversary #timeflies
@MylesMcNulty @newtravelmad75 Hi Myles. Do you feel management have embellished the true level of interest in the PreCision platform? The company is in desperate need of partnerships but they seem to have been imminent for 6 months now with zero delivery.
@Livinginthesurf I hear what you are saying, but if there is a constant pressure on the SP, as would appear to be the case, it’s going to make it expensive and difficult to carry on raising funds to get us there,especially if interest rates don’t come down. I’m not suggesting a shit price…
@Robinso99700104 @YorkshirPuddin @RAH00084 @MylesMcNulty That’s why there are NEDs. Chairman has great creds but all of them seem asleep given what’s transpired with the raise and DX acquisitions. Although an ugly AGM not good without a real upturn change is needed and if the NEDs won’t facilitate change retail may have to. #AVCT
In this whole saga, has anyone mentioned that CGT on property is in no small part a tax on the effect of the government printing money? I'd argue that's the most important thing to discuss
Rayner Claims Kitchen Renovation Offset All of Her Tax Liability order-order.com/2024/04/18/ray…
#W7L new broker coverage from Berenberg "BUY" / 550 PT 🔵
$mdai a global MONOPOLY of the FIRST & ONLY wound diagnostic tool in a $15b pa market [just the US] , the US gov is paying for national rollout in all emergency rooms, [$250m] for FREE , it has a recurring revenue model [big tick for valuation] with historic 46% GP margin.$35m!
Oooo I won 🥳 *the Milky Bars 🍫 are on me 😆
Grand National Day & my annual flutter on the horses (aka hand my money straight to the bookies day 🙄) 🐎 I’ve gone for ‘I am Maximus’ & ‘Coko Beach’ What does everyone else fancy? #goodluck #GrandNational2024
Build your wealth within ISAs when you’re young and a basic rate tax payer. As you get older switch to a SIPP and a higher rate tax payer for the additional relief. Live off the remaining ISA first, and/then drip feed from the SIPP leaving any unused free of IHT. Simples.
#VLX 276p added Update by end of April
#AVCT Cut a little elsewhere and added a few here. It’s cashed up, more cash inbound from Dx. pre | CISION is the 💣 = safer, better drugs. Affirmer- Affyxell JV with Daewoong > towards clinic with next gen stem and gene cell tx. Multi-specific IO Tx in dev. £182m cap 🤣😆
Trends for United States
You might like
