MG - investor
@mginvestor.bsky.social
Concentrated Investor in UK markets.
Looking for management who under-promise and over-deliver.
DM to discuss shares. Family office
Looking for management who under-promise and over-deliver.
DM to discuss shares. Family office
Although it's high risk, today's aftermarket news by #EAAS looks v significant despite Harwood taking a chunk more of eEnergy from warrants and possible future raise.
Was building a position below 5p before Harwood turned up. It's the order book I'm interested in for FY26 now
Was building a position below 5p before Harwood turned up. It's the order book I'm interested in for FY26 now
November 12, 2025 at 7:29 PM
Although it's high risk, today's aftermarket news by #EAAS looks v significant despite Harwood taking a chunk more of eEnergy from warrants and possible future raise.
Was building a position below 5p before Harwood turned up. It's the order book I'm interested in for FY26 now
Was building a position below 5p before Harwood turned up. It's the order book I'm interested in for FY26 now
I don't know how many of you are still active on here? I don't think bsky will last long...
For those not on X I just posted:
Phenomenal HY results from #ELIX today which IMO were well ahead of expectations (look at those margins):
Broker TP increased to 1240p (from 1100p)
For those not on X I just posted:
Phenomenal HY results from #ELIX today which IMO were well ahead of expectations (look at those margins):
Broker TP increased to 1240p (from 1100p)
September 22, 2025 at 8:43 AM
I don't know how many of you are still active on here? I don't think bsky will last long...
For those not on X I just posted:
Phenomenal HY results from #ELIX today which IMO were well ahead of expectations (look at those margins):
Broker TP increased to 1240p (from 1100p)
For those not on X I just posted:
Phenomenal HY results from #ELIX today which IMO were well ahead of expectations (look at those margins):
Broker TP increased to 1240p (from 1100p)
Been quiet here but active elsewhere - #RWS worth a look. Market has been way too pessimistic over AI's impact on RWS. Latest HY results presentation worth a watch. New CEO with good background. Fundamentally looks very cheap even if you take into account adjustments. Ignore the divi yield
I hold
I hold
September 5, 2025 at 11:00 AM
Been quiet here but active elsewhere - #RWS worth a look. Market has been way too pessimistic over AI's impact on RWS. Latest HY results presentation worth a watch. New CEO with good background. Fundamentally looks very cheap even if you take into account adjustments. Ignore the divi yield
I hold
I hold
Limit order set just below the 200SMA & above a round number for a potential top up of one of my core positions.
Already a v sig position so this will be a short term trade for next month or so I think.
No, not gonna say what it is until I (if!) get filled
Already a v sig position so this will be a short term trade for next month or so I think.
No, not gonna say what it is until I (if!) get filled
June 13, 2025 at 12:06 PM
Limit order set just below the 200SMA & above a round number for a potential top up of one of my core positions.
Already a v sig position so this will be a short term trade for next month or so I think.
No, not gonna say what it is until I (if!) get filled
Already a v sig position so this will be a short term trade for next month or so I think.
No, not gonna say what it is until I (if!) get filled
Recent IPO #MHA trading update shows its performing strongly & ahead of market expectations! Expects to report:
• FY25 rev ~£224m +45.4%
▪︎ Adj EBITDA £41m +32.3%
Market cap of ~£300m. Won't be long before market works it out.
I hold. Did alert investors to potential 🙃
• FY25 rev ~£224m +45.4%
▪︎ Adj EBITDA £41m +32.3%
Market cap of ~£300m. Won't be long before market works it out.
I hold. Did alert investors to potential 🙃
June 6, 2025 at 7:51 AM
Recent IPO #MHA trading update shows its performing strongly & ahead of market expectations! Expects to report:
• FY25 rev ~£224m +45.4%
▪︎ Adj EBITDA £41m +32.3%
Market cap of ~£300m. Won't be long before market works it out.
I hold. Did alert investors to potential 🙃
• FY25 rev ~£224m +45.4%
▪︎ Adj EBITDA £41m +32.3%
Market cap of ~£300m. Won't be long before market works it out.
I hold. Did alert investors to potential 🙃
and for those who get triggered, but again I agree:
June 4, 2025 at 4:40 PM
and for those who get triggered, but again I agree:
And this. Politics aside - UK has a good opportunity to finally wake up:
June 4, 2025 at 4:35 PM
And this. Politics aside - UK has a good opportunity to finally wake up:
Agree with this. Most people I speak to about the Gulf are woefully ignorant for a variety of reasons
June 4, 2025 at 4:28 PM
Agree with this. Most people I speak to about the Gulf are woefully ignorant for a variety of reasons
The kind of stuff I like my companies to be involved in
#Elixirr #ELIX
Will be keeping a close eye on this in June:
www.britishcycling.org.uk/tourofbritai...
#Elixirr #ELIX
Will be keeping a close eye on this in June:
www.britishcycling.org.uk/tourofbritai...
June 4, 2025 at 3:17 PM
The kind of stuff I like my companies to be involved in
#Elixirr #ELIX
Will be keeping a close eye on this in June:
www.britishcycling.org.uk/tourofbritai...
#Elixirr #ELIX
Will be keeping a close eye on this in June:
www.britishcycling.org.uk/tourofbritai...
Contracts keep coming in for Made Tech with 2 announced yesterday/today:
>£8 for MoJ
and £2m for Dept of Culture, Media & Sports.
Momentum really building here now.
I hold #MTEC
>£8 for MoJ
and £2m for Dept of Culture, Media & Sports.
Momentum really building here now.
I hold #MTEC
May 29, 2025 at 7:16 AM
Contracts keep coming in for Made Tech with 2 announced yesterday/today:
>£8 for MoJ
and £2m for Dept of Culture, Media & Sports.
Momentum really building here now.
I hold #MTEC
>£8 for MoJ
and £2m for Dept of Culture, Media & Sports.
Momentum really building here now.
I hold #MTEC
We all look like geniuses in an uptrending market regardless of our stock picks.
Let's see if we agree on being clowns on the way down too 😆
The quote escapes me...market sentiment is majority of the move and stock picking is 10-20%? something like that?
Let's see if we agree on being clowns on the way down too 😆
The quote escapes me...market sentiment is majority of the move and stock picking is 10-20%? something like that?
May 28, 2025 at 2:05 PM
We all look like geniuses in an uptrending market regardless of our stock picks.
Let's see if we agree on being clowns on the way down too 😆
The quote escapes me...market sentiment is majority of the move and stock picking is 10-20%? something like that?
Let's see if we agree on being clowns on the way down too 😆
The quote escapes me...market sentiment is majority of the move and stock picking is 10-20%? something like that?
interesting LTIP award announcement by #MPAC today (I hold). I'd be happy if they achieve these targets & I like that they use EPS as a measure but is that adjusted? 🤔
May 23, 2025 at 12:41 PM
interesting LTIP award announcement by #MPAC today (I hold). I'd be happy if they achieve these targets & I like that they use EPS as a measure but is that adjusted? 🤔
so many companies abandoning the AIM market & moving to the main LSE. Today it's Ashtead Tech's turn (ex-holding).
Who's in charge of AIM now? Have they not noticed? At this rate we'll only have the loss making bio-tech & O, G & M's left.
Probably not a bad thing TBH
Who's in charge of AIM now? Have they not noticed? At this rate we'll only have the loss making bio-tech & O, G & M's left.
Probably not a bad thing TBH
May 23, 2025 at 12:27 PM
so many companies abandoning the AIM market & moving to the main LSE. Today it's Ashtead Tech's turn (ex-holding).
Who's in charge of AIM now? Have they not noticed? At this rate we'll only have the loss making bio-tech & O, G & M's left.
Probably not a bad thing TBH
Who's in charge of AIM now? Have they not noticed? At this rate we'll only have the loss making bio-tech & O, G & M's left.
Probably not a bad thing TBH
I was beating the drum for Elixirr #ELIX since I bought in 2020.
Despite the naysayers, nearly 3x in 5yrs, not too shabby. You only get a couple of really good opportunities every few years. Well I think I have another one & I've been buying:
Despite the naysayers, nearly 3x in 5yrs, not too shabby. You only get a couple of really good opportunities every few years. Well I think I have another one & I've been buying:
May 15, 2025 at 1:34 PM
I was beating the drum for Elixirr #ELIX since I bought in 2020.
Despite the naysayers, nearly 3x in 5yrs, not too shabby. You only get a couple of really good opportunities every few years. Well I think I have another one & I've been buying:
Despite the naysayers, nearly 3x in 5yrs, not too shabby. You only get a couple of really good opportunities every few years. Well I think I have another one & I've been buying:
Trifast TU for FY March shows rev below expectations but EBIT in line: "Group expects to report revenues for FY25 of £223.0m, with aEBIT ~£14.8m, which represents an improving margin of c.6.6%."
I sold #TRI during the tariff talk as I think it will struggle. Outlook mentions a pass through of costs
I sold #TRI during the tariff talk as I think it will struggle. Outlook mentions a pass through of costs
April 30, 2025 at 9:56 AM
Trifast TU for FY March shows rev below expectations but EBIT in line: "Group expects to report revenues for FY25 of £223.0m, with aEBIT ~£14.8m, which represents an improving margin of c.6.6%."
I sold #TRI during the tariff talk as I think it will struggle. Outlook mentions a pass through of costs
I sold #TRI during the tariff talk as I think it will struggle. Outlook mentions a pass through of costs
Skillcast #SKL FY24 results continue to show excellent progress:
PBT £0.5m & diluted EPS 0.57p. We should start seeing operational gearing coming through.
Outlook: Solid start to year with ARR up 20% YoY to £12m.
Trading at 2.1x ARR/EV - UK companies usually sell at 3-5x
PBT £0.5m & diluted EPS 0.57p. We should start seeing operational gearing coming through.
Outlook: Solid start to year with ARR up 20% YoY to £12m.
Trading at 2.1x ARR/EV - UK companies usually sell at 3-5x
April 30, 2025 at 9:55 AM
Skillcast #SKL FY24 results continue to show excellent progress:
PBT £0.5m & diluted EPS 0.57p. We should start seeing operational gearing coming through.
Outlook: Solid start to year with ARR up 20% YoY to £12m.
Trading at 2.1x ARR/EV - UK companies usually sell at 3-5x
PBT £0.5m & diluted EPS 0.57p. We should start seeing operational gearing coming through.
Outlook: Solid start to year with ARR up 20% YoY to £12m.
Trading at 2.1x ARR/EV - UK companies usually sell at 3-5x
I'll be keen in seeing if UK had any capital inflows for April. Drop us a msg or mention if you come across anything interesting in this regard
April 30, 2025 at 9:54 AM
I'll be keen in seeing if UK had any capital inflows for April. Drop us a msg or mention if you come across anything interesting in this regard
'Been buying a boring business Brickability' bit of a mouthful - Cheap PE ~7.5, cyclical low, interest rates🔽, sector should at least stabilise if not pick up, FCF yield 10%+, Divi 5.6%, gearing down, update yesterday was good if not slightly better than expected #BRCK
So, since the #TariffWars began,
what have you been buying?
Me: #BOKU #MHA, #AOTI and my first venture outside of UK with #INPST (InPost). Will comment on all when I get a chance.
Let me know what you like in this sale
what have you been buying?
Me: #BOKU #MHA, #AOTI and my first venture outside of UK with #INPST (InPost). Will comment on all when I get a chance.
Let me know what you like in this sale
April 25, 2025 at 12:23 PM
'Been buying a boring business Brickability' bit of a mouthful - Cheap PE ~7.5, cyclical low, interest rates🔽, sector should at least stabilise if not pick up, FCF yield 10%+, Divi 5.6%, gearing down, update yesterday was good if not slightly better than expected #BRCK
#RWS down 38% due to sig profit warning - One of those 'used to be an exceptional business' but now a 'always looks cheap' (for a reason!)
Can't help but think AI took a huge chunk from them.
I've never held. Think it will die a slow death BWDIK
Can't help but think AI took a huge chunk from them.
I've never held. Think it will die a slow death BWDIK
April 24, 2025 at 9:12 AM
#RWS down 38% due to sig profit warning - One of those 'used to be an exceptional business' but now a 'always looks cheap' (for a reason!)
Can't help but think AI took a huge chunk from them.
I've never held. Think it will die a slow death BWDIK
Can't help but think AI took a huge chunk from them.
I've never held. Think it will die a slow death BWDIK
Tracsis - another one I sold (for neg profit), today's results a warning IMHO they won't make up for the sig profits they expect 2H.
With ~3 months left they need both a rabbit & someone to lend em a hat.
The new TCP contract will take time to work through the financials #TRCS
With ~3 months left they need both a rabbit & someone to lend em a hat.
The new TCP contract will take time to work through the financials #TRCS
April 24, 2025 at 8:41 AM
Tracsis - another one I sold (for neg profit), today's results a warning IMHO they won't make up for the sig profits they expect 2H.
With ~3 months left they need both a rabbit & someone to lend em a hat.
The new TCP contract will take time to work through the financials #TRCS
With ~3 months left they need both a rabbit & someone to lend em a hat.
The new TCP contract will take time to work through the financials #TRCS
ActiveOps' trading update is worth a closer look. You're getting ARR of £28.4m for a EV of £40m. Whichever way you look at it, this business is cheap. The chartists will hate it though.
I don't currently hold having sold at a negligible loss earlier. Looking for a re-entry #AOM
I don't currently hold having sold at a negligible loss earlier. Looking for a re-entry #AOM
April 24, 2025 at 7:09 AM
ActiveOps' trading update is worth a closer look. You're getting ARR of £28.4m for a EV of £40m. Whichever way you look at it, this business is cheap. The chartists will hate it though.
I don't currently hold having sold at a negligible loss earlier. Looking for a re-entry #AOM
I don't currently hold having sold at a negligible loss earlier. Looking for a re-entry #AOM
So, since the #TariffWars began,
what have you been buying?
Me: #BOKU #MHA, #AOTI and my first venture outside of UK with #INPST (InPost). Will comment on all when I get a chance.
Let me know what you like in this sale
what have you been buying?
Me: #BOKU #MHA, #AOTI and my first venture outside of UK with #INPST (InPost). Will comment on all when I get a chance.
Let me know what you like in this sale
April 23, 2025 at 8:36 AM
So, since the #TariffWars began,
what have you been buying?
Me: #BOKU #MHA, #AOTI and my first venture outside of UK with #INPST (InPost). Will comment on all when I get a chance.
Let me know what you like in this sale
what have you been buying?
Me: #BOKU #MHA, #AOTI and my first venture outside of UK with #INPST (InPost). Will comment on all when I get a chance.
Let me know what you like in this sale
I don't know if Martin - Private Punter is on here but he's met up with Concurrent Tech management again and done an excellent write up: $CNC #CNC
martinflitton1.wixsite.com/privatepunte...
martinflitton1.wixsite.com/privatepunte...
CONCURRENT TECHNOLOGIES CONTINUES ON THE GROWTH PATH - 16/04/25
Concurrent Technologies (CNC) , the Colchester based company focused on designing and manufacturing high-end embedded computer products and systems, released its full year 2024 results earlier this we...
martinflitton1.wixsite.com
April 16, 2025 at 11:50 AM
I don't know if Martin - Private Punter is on here but he's met up with Concurrent Tech management again and done an excellent write up: $CNC #CNC
martinflitton1.wixsite.com/privatepunte...
martinflitton1.wixsite.com/privatepunte...
Concurrent Tech shows solid FY24 results. Worth reading. Management & broker cautious about near term tariffs as too early to say what impact they will have. Cavendish have provided various scenarios on this (register free)
Overall happy to hold & add if we get a sig knock #CNC
Overall happy to hold & add if we get a sig knock #CNC
April 14, 2025 at 8:59 AM
Concurrent Tech shows solid FY24 results. Worth reading. Management & broker cautious about near term tariffs as too early to say what impact they will have. Cavendish have provided various scenarios on this (register free)
Overall happy to hold & add if we get a sig knock #CNC
Overall happy to hold & add if we get a sig knock #CNC
Have I got this right?
The US wants to sacrifice 70% margins on software so that they can have the privilege of making 5% margins on unmentionables?
Pls make it make sense!
Look at the exemptions 🤣
The US wants to sacrifice 70% margins on software so that they can have the privilege of making 5% margins on unmentionables?
Pls make it make sense!
Look at the exemptions 🤣
April 12, 2025 at 3:58 PM
Have I got this right?
The US wants to sacrifice 70% margins on software so that they can have the privilege of making 5% margins on unmentionables?
Pls make it make sense!
Look at the exemptions 🤣
The US wants to sacrifice 70% margins on software so that they can have the privilege of making 5% margins on unmentionables?
Pls make it make sense!
Look at the exemptions 🤣