Gamwah
@gamwah.bsky.social
Interested in investing and improving!
#BILN#IPF#ZTF#MTRO#MEGP#PAY#COST#GTLY#CPI#RFX#PTAL
#BILN#IPF#ZTF#MTRO#MEGP#PAY#COST#GTLY#CPI#RFX#PTAL
Reposted by Gamwah
#CAV🆙 +11%✅ 12.5p✅
👍SOTP value being identified.
My Mini Boss👧will be happy😂
MT #MarkKleinmanSky
Revealed: S&W has made an unsolicited approach to buy the M&A advisory arm of #Cavendish, the London-listed investment bank, amid a dearth of capital markets activity news.sky.com/story/smith-...
👍SOTP value being identified.
My Mini Boss👧will be happy😂
MT #MarkKleinmanSky
Revealed: S&W has made an unsolicited approach to buy the M&A advisory arm of #Cavendish, the London-listed investment bank, amid a dearth of capital markets activity news.sky.com/story/smith-...
June 24, 2025 at 10:29 AM
#CAV🆙 +11%✅ 12.5p✅
👍SOTP value being identified.
My Mini Boss👧will be happy😂
MT #MarkKleinmanSky
Revealed: S&W has made an unsolicited approach to buy the M&A advisory arm of #Cavendish, the London-listed investment bank, amid a dearth of capital markets activity news.sky.com/story/smith-...
👍SOTP value being identified.
My Mini Boss👧will be happy😂
MT #MarkKleinmanSky
Revealed: S&W has made an unsolicited approach to buy the M&A advisory arm of #Cavendish, the London-listed investment bank, amid a dearth of capital markets activity news.sky.com/story/smith-...
#STVG bought small starter amount been watching and seems to be moving now. Catalyst near lows due a bounce? Naked Trader has bought and been and Panmure note shows 2030 growth plans:
bit.ly/3Yt8ZLc
bit.ly/3Yt8ZLc
May 30, 2025 at 1:40 PM
#STVG bought small starter amount been watching and seems to be moving now. Catalyst near lows due a bounce? Naked Trader has bought and been and Panmure note shows 2030 growth plans:
bit.ly/3Yt8ZLc
bit.ly/3Yt8ZLc
#ztf - Up again ( 5%) Looking good here - finally back in profit and glad I held due to good fundamentals. Hopefully it can keep pushing from here!!
May 23, 2025 at 11:02 AM
#ztf - Up again ( 5%) Looking good here - finally back in profit and glad I held due to good fundamentals. Hopefully it can keep pushing from here!!
Reposted by Gamwah
#COST AGM TU. Trading in line, expects to meet 4.5% operating margin with year end net cash of £180m still targeted. Bid activity still high with £4.5bn of forward work.
May 15, 2025 at 6:08 AM
#COST AGM TU. Trading in line, expects to meet 4.5% operating margin with year end net cash of £180m still targeted. Bid activity still high with £4.5bn of forward work.
Looking at #spsy off 52 weeks lows of 1.92 - anyone else in this?
Fcasts down for 2026 but net borrowing to increase and £25 PBT - £103 MCAP still looks good value
Fcasts down for 2026 but net borrowing to increase and £25 PBT - £103 MCAP still looks good value
May 18, 2025 at 2:31 PM
Looking at #spsy off 52 weeks lows of 1.92 - anyone else in this?
Fcasts down for 2026 but net borrowing to increase and £25 PBT - £103 MCAP still looks good value
Fcasts down for 2026 but net borrowing to increase and £25 PBT - £103 MCAP still looks good value
Reposted by Gamwah
Good update from #PTAL today IMHO.
Excellent production numbers 23281 BOPD
Cashflow 48 million
Solid cash balance 113.6 million (exactly what’s needed in a low oil price environment)
Oil price is a concern but they are managing it by reducing OPEX and potentially deferring CAPEX
Excellent production numbers 23281 BOPD
Cashflow 48 million
Solid cash balance 113.6 million (exactly what’s needed in a low oil price environment)
Oil price is a concern but they are managing it by reducing OPEX and potentially deferring CAPEX
May 12, 2025 at 12:34 PM
Good update from #PTAL today IMHO.
Excellent production numbers 23281 BOPD
Cashflow 48 million
Solid cash balance 113.6 million (exactly what’s needed in a low oil price environment)
Oil price is a concern but they are managing it by reducing OPEX and potentially deferring CAPEX
Excellent production numbers 23281 BOPD
Cashflow 48 million
Solid cash balance 113.6 million (exactly what’s needed in a low oil price environment)
Oil price is a concern but they are managing it by reducing OPEX and potentially deferring CAPEX
#ptal Second best quarter up 6%- I am down here still but dividends and performance are keeping me in. Worries about protests and river barge levels etc Below from X - really good follow #surprised_trade
May 12, 2025 at 12:18 PM
#ptal Second best quarter up 6%- I am down here still but dividends and performance are keeping me in. Worries about protests and river barge levels etc Below from X - really good follow #surprised_trade
Bought small amount of #kino - been watching for a while bit of activity today so maybe TU soon as a catalyst for this one. Can’t only buy a small amount
May 9, 2025 at 10:41 AM
Bought small amount of #kino - been watching for a while bit of activity today so maybe TU soon as a catalyst for this one. Can’t only buy a small amount
Is this a sign of peak panic/fear? Been reading about headlines and the impact they have and the need to be contrarian. #skepticalnvestor
April 20, 2025 at 10:21 PM
Is this a sign of peak panic/fear? Been reading about headlines and the impact they have and the need to be contrarian. #skepticalnvestor
Reading the skeptical investor by John Stepek - easy to read so far and alongside Naked Trader might be a fav!
April 19, 2025 at 4:09 PM
Reading the skeptical investor by John Stepek - easy to read so far and alongside Naked Trader might be a fav!
Reposted by Gamwah
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April 7, 2025 at 9:47 AM
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youtu.be/WfPQoMS3HjI?...
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Reposted by Gamwah
#RFX.L - 1H TU
✅"the Board now expects FY25 PBT to be at least £13.0m (FY24: £11.4m), which is ahead of previous expectations"
✅Precious Metals purchase up 50% on PY & Jewellery up 15%. Pawnbroking up 10%, fx in line with PY.
➡️Sustained high gold price a contributing factor in upgrade.
✅"the Board now expects FY25 PBT to be at least £13.0m (FY24: £11.4m), which is ahead of previous expectations"
✅Precious Metals purchase up 50% on PY & Jewellery up 15%. Pawnbroking up 10%, fx in line with PY.
➡️Sustained high gold price a contributing factor in upgrade.
April 8, 2025 at 6:23 AM
#RFX.L - 1H TU
✅"the Board now expects FY25 PBT to be at least £13.0m (FY24: £11.4m), which is ahead of previous expectations"
✅Precious Metals purchase up 50% on PY & Jewellery up 15%. Pawnbroking up 10%, fx in line with PY.
➡️Sustained high gold price a contributing factor in upgrade.
✅"the Board now expects FY25 PBT to be at least £13.0m (FY24: £11.4m), which is ahead of previous expectations"
✅Precious Metals purchase up 50% on PY & Jewellery up 15%. Pawnbroking up 10%, fx in line with PY.
➡️Sustained high gold price a contributing factor in upgrade.
Reposted by Gamwah
#ZTF Singer reiterate Buy with TP unchanged at 590p. Valuation at odds with the growth opportunity.
#ZTF FY results. Record Revenue with record Op. Profit up 20%. Growth programme launched targeting ROCE >20% by 2029. Positive start to 2025 with some elements subdued and expected to improve and confident in delivering another year of progress.
March 18, 2025 at 8:57 AM
#ZTF Singer reiterate Buy with TP unchanged at 590p. Valuation at odds with the growth opportunity.
Reposted by Gamwah
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March 10, 2025 at 8:00 AM
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#CPI Capita - Contract extension valued at £97 million, is an expansion of the existing Royal Navy contract and will commence on May 1, 2025, for a term of seven years and 11 months. The Royal Navy training contract now has a total value of c.£1.3 billion.
Hoping this is the year this one turns!
Hoping this is the year this one turns!
February 11, 2025 at 7:23 AM
#CPI Capita - Contract extension valued at £97 million, is an expansion of the existing Royal Navy contract and will commence on May 1, 2025, for a term of seven years and 11 months. The Royal Navy training contract now has a total value of c.£1.3 billion.
Hoping this is the year this one turns!
Hoping this is the year this one turns!
Reposted by Gamwah
Gold All Time High
Ramsdens #RFX another upgrade waiting to happen...
"Record profit for the Group driven by growth across all four key income streams: Very strong performance delivered by the purchase of precious metals segment, with volume and values supported by the high gold price"
Ramsdens #RFX another upgrade waiting to happen...
"Record profit for the Group driven by growth across all four key income streams: Very strong performance delivered by the purchase of precious metals segment, with volume and values supported by the high gold price"
February 5, 2025 at 8:50 AM
Gold All Time High
Ramsdens #RFX another upgrade waiting to happen...
"Record profit for the Group driven by growth across all four key income streams: Very strong performance delivered by the purchase of precious metals segment, with volume and values supported by the high gold price"
Ramsdens #RFX another upgrade waiting to happen...
"Record profit for the Group driven by growth across all four key income streams: Very strong performance delivered by the purchase of precious metals segment, with volume and values supported by the high gold price"