UK SmallCap Investor @stocks102
Ex-Blackrock fund manager. Investing exclusively in UK equities. Mainly small- and mid-caps. None of this is intended as investment advice. London Joined December 2013-
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#PINE went ex-special dividend overnight. Last night's close was 300p equivalent. So, it's up 5% today. More to play for. As still large discount to peer group. As of 8am this morning it's a pure play SAAS business as per below.
#PINE went ex-special dividend overnight. Last night's close was 300p equivalent. So, it's up 5% today. More to play for. As still large discount to peer group. As of 8am this morning it's a pure play SAAS business as per below.
#PINE is effectively a new IPO tomorrow, so dramatically will it be altered when it sheds its cash pile overnight. Altered not just as ex-cash. But into an equity fund managers can buy without worrying about tax implications. Question is : will this IPO trade at a premium? 👇
#PINE is effectively a new IPO tomorrow, so dramatically will it be altered when it sheds its cash pile overnight. Altered not just as ex-cash. But into an equity fund managers can buy without worrying about tax implications. Question is : will this IPO trade at a premium? 👇
Afentra re-rating to new recent highs. Peel Hunt recently upgrading prior free cash flow expectations from $33m to $58m for 2024. That could quite easily be conservative too. Market cap is just £82.5m for these kind of numbers. The biggie of course is that there's no stretched…
#AET New highs just being paid which is a delight to see. +6% presently, average volume today 72% greater than AVAT/20d. It's one that with the right management manoeuvres will see very major uplift in the years ahead. That's what I'm positioned for anyway. One that hopefully…
Stock below on verge of breakout again. #AET Afentra. A mini Rockrose in the making. Now it’s done 2 deals - and with experienced mgt - other vendors of cheap oil assets will turn to it. Classic NAP for 2024. Buy case below 👇
Stock below on verge of breakout again. #AET Afentra. A mini Rockrose in the making. Now it’s done 2 deals - and with experienced mgt - other vendors of cheap oil assets will turn to it. Classic NAP for 2024. Buy case below 👇
Revolution Beauty plc #REVB has capital markets day early Jan. I suspect new targets will be revealed. Meanwhile, go to the company’s website (revolutionbeauty.com/uk/en/home). Scroll right to bottom, to ‘Investors’. There’s nothing there. Clearly a revamp going on. Buy case below 👇
Revolution Beauty plc #REVB has capital markets day early Jan. I suspect new targets will be revealed. Meanwhile, go to the company’s website (revolutionbeauty.com/uk/en/home). Scroll right to bottom, to ‘Investors’. There’s nothing there. Clearly a revamp going on. Buy case below 👇
Good to see Rockrose copycat #AET Afentra hovering near post-suspension high. Even better to see @baroninvestment is in it. He declared this today (see copied tweet below). The man is a guru. Who will of course refute that label. Mark of a true guru. Buy case on #AET below 👇
Good to see Rockrose copycat #AET Afentra hovering near post-suspension high. Even better to see @baroninvestment is in it. He declared this today (see copied tweet below). The man is a guru. Who will of course refute that label. Mark of a true guru. Buy case on #AET below 👇 https://t.co/cJERFcGNIH
2 good ann’ts today from #REVB Revolution: 1) New FD, who, with new CEO, will now hold Cap Mkts Day in early Jan. New brooms. 2) settlement with vendor of business bgt by #REVB (c £600k pa to be paid over c 30 years . Not c £20m over 5 years.) Shares off -7%. Buy case 👇
#AET off -10% in a few days. Probably as oil price’s been weak. #AET cost of oil is $35 per barrel. So oil would have to halve again - from its current c $70 level - for there to be real trouble. I’ve added more today. Buy case 👇
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I've watched over 20+ hours of @PradeepBonde Here are my key takeaways that have made my equity curve look like this...
@stocks102 Let’s hope so! I was one of the lucky ones in Rockrose 👍🏻 I won’t be selling early in AET
Most finance bros trying to explain their investment process, vs. me buying cheap assets with a tailwind…
@stocks102 @Trader__007 I suspect Zeus & Liberum gave broker notes out. Just not public. IR page on the web is being refreshed?
Carnarvon $CVN.AX full board coup. Stock is v interesting here imo. Prev mgmt has been unceremoniously turfed, two largest s/holders (Nero+Collins St) now firmly in control. Why is this interesting at 18c?
We sat down with hedge fund manager Harris Kupperman to talk markets. A lot of fun! We discussed: - Federal reserve - Monetary policy - Floating steel - Offshore - Buying $FRO in 2003 and getting quarterly dividends bigger than entry point Note: conversation pre-fed meeting
#AET wow!! Amazing c.40% production increase from original deal date...Just shows that although (rightly) lots focus on next deal(s) DON'T forget to also allow for the affect here of experienced management on material operational gains/improvements! Very impressive! 💪
Noted Sonangol's article on 3/05 from yesterday. Quite incredible to see production rates at >25kbopd gross (7.5kbopd net to #AET), and tagging 6 year highs. French E&P M&P commenting: "This is simply historic! It had never happened since we joined the Bloc in 2019. We…
@stocks102 Thanks for this. #RRE was my first serious multibagger. Then switched to #TXP at perfect time for a 10 bagger there and paid my mortgage off with plenty left for investing. Will have a look at #AET.
I've revisited some of my loss tables with the parameters populated with statistics that model an imaginary swing trader (PF turnover every 6-7 weeks; average gains on winning trades of 10% and 15%). The purpose is to quantify the trade-off between risk depth and win rate.
@stocks102 Welcome aboard! I was in #RRE half way through that journey so only got the latter half but still very nice. Thought AA might do the trick with #KIST but left that after 3 bags and moved to #AET over a year ago. Surprised it been slow to react this year / today but this in l term
Nice summary from a name not often mentioned. #REVB
Warpaint #w7l has been a great performer. It’s made a fortune for investors. But that’s not what I’m tweeting about. No. I’ve found a stock in the same sector. Benefiting from the same secular trend. But trading on just 20% of warpaint’s valuation. What’s the stock? (cont.)
That’s November done. Customary end of month update. Month +8.4%, YTD +60.4%.
Nice milestone for my son's junior ISA today. £25k valuation. I put £2k in it 4 years ago, added nothing since and traded it to £25k. Not a bad return for the lad. Another 13 years to go before he gets it as an 18th birthday present 🎁
Recovery plays aren't my favourite, never the less I have re-visited an old holding, Calnex Solutions on the basis that's its "oversold" and the risk reward look favourable (& it has some momentum right now). I shall be out like a scalded cat if it turns against me. #CLX
@stocks102 @gibsonchiang $CLX I did share a few comment for this name a few days ago more big Open Computer project ecosystem more big market and order for $CLX a bull call at current price
@stocks102 still on a discount and moving together with the uranium price
@stocks102 Thanks for sharing. Yes, has taken some time but the move appears to finally be gaining traction.
And no....the American consumer is not fine! Post-COVID helicopter money is running out and auto loan and credit card delinquencies are rising rapidly... This will not end well. Chart @GameofTrades_
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