W13Ken
@w13ken.bsky.social
Private investor in UK growth stocks:
#MGNS #MHA #ALU #ELIX #KLR #GBG #SNX #NCC #SOS.
Tweets and RTs are not investment advice.
#MGNS #MHA #ALU #ELIX #KLR #GBG #SNX #NCC #SOS.
Tweets and RTs are not investment advice.
Pinned
W13Ken
@w13ken.bsky.social
· Dec 31
Reposted by W13Ken
Huge congrats to uniQure, UCL, and all involved in the AMT-130 trial—showing a 75% slowdown in disease progression over 3 years. Incredible work!
Proud to support this trial at IXICO through neuroimaging + analytics. Let’s keep pushing boundaries.
bbc.co.uk/news/article...
Proud to support this trial at IXICO through neuroimaging + analytics. Let’s keep pushing boundaries.
bbc.co.uk/news/article...
September 25, 2025 at 9:00 AM
Huge congrats to uniQure, UCL, and all involved in the AMT-130 trial—showing a 75% slowdown in disease progression over 3 years. Incredible work!
Proud to support this trial at IXICO through neuroimaging + analytics. Let’s keep pushing boundaries.
bbc.co.uk/news/article...
Proud to support this trial at IXICO through neuroimaging + analytics. Let’s keep pushing boundaries.
bbc.co.uk/news/article...
#ELIX Investors' Chronicle has given the thumbs up.
"On 15.8 times forward earnings, Elixirr trades at a double-digit discount to its much larger rival Accenture (US:ACN). Buy."
www.investorschronicle.co.uk/content/2e6d...
"On 15.8 times forward earnings, Elixirr trades at a double-digit discount to its much larger rival Accenture (US:ACN). Buy."
www.investorschronicle.co.uk/content/2e6d...
Elixirr International deepens US footprint with largest deal yet
The TRC Advisory acquisition makes a dent in its balance sheet but expands its reach in a lucrative market
www.investorschronicle.co.uk
September 23, 2025 at 7:05 AM
#ELIX Investors' Chronicle has given the thumbs up.
"On 15.8 times forward earnings, Elixirr trades at a double-digit discount to its much larger rival Accenture (US:ACN). Buy."
www.investorschronicle.co.uk/content/2e6d...
"On 15.8 times forward earnings, Elixirr trades at a double-digit discount to its much larger rival Accenture (US:ACN). Buy."
www.investorschronicle.co.uk/content/2e6d...
#MHA I've made a small top-up of MHA Plc in Trading after a really promising start since their IPO in April. Now #4 in my ISA. My thanks go to @mginvestor.bsky.social for highlighting it 🫡.
New Bloomberg article:
bloomberg.com/news/articles/…
New Bloomberg article:
bloomberg.com/news/articles/…
July 24, 2025 at 1:14 PM
#MHA I've made a small top-up of MHA Plc in Trading after a really promising start since their IPO in April. Now #4 in my ISA. My thanks go to @mginvestor.bsky.social for highlighting it 🫡.
New Bloomberg article:
bloomberg.com/news/articles/…
New Bloomberg article:
bloomberg.com/news/articles/…
#MGNS "Outperforming the wider FTSE All-Share by 62% over the past year, the company’s rapidly improving cash profile and another profit upgrade in June have made it a standout story in an otherwise unpredictable industry."
www.thearmchairtrader.com/uk-shares/mo...
www.thearmchairtrader.com/uk-shares/mo...
Morgan Sindall: cash-rich, growing dividends, and upgrading profits in 2025
Morgan Sindall rapidly improving cash profile and another profit upgrade in June have made it a standout story
www.thearmchairtrader.com
July 16, 2025 at 1:55 PM
#MGNS "Outperforming the wider FTSE All-Share by 62% over the past year, the company’s rapidly improving cash profile and another profit upgrade in June have made it a standout story in an otherwise unpredictable industry."
www.thearmchairtrader.com/uk-shares/mo...
www.thearmchairtrader.com/uk-shares/mo...
#ALU There's been a bit of a baffling drop in the Alumasc shareprice in the last month but the H1 results in Feb were extremely positive. I've bought in Trading at 334p and may top up again. FY TU expected about 17th July.
July 9, 2025 at 11:54 AM
#ALU There's been a bit of a baffling drop in the Alumasc shareprice in the last month but the H1 results in Feb were extremely positive. I've bought in Trading at 334p and may top up again. FY TU expected about 17th July.
Reposted by W13Ken
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 🙃
Reposted by W13Ken
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:
Added to #NCC holding at 155p & now have good positions in 4 cybersecurity and security businesses: + #IGP, #GBG & #SNX. This & construction are my 2 key financial focuses right now.
#NCC last financials showed a business in transformation. Sales of Escrow biz & Interims on the way (19th Jun). DYOR.
#NCC last financials showed a business in transformation. Sales of Escrow biz & Interims on the way (19th Jun). DYOR.
May 15, 2025 at 8:21 AM
After a good year last year I never would have guessed it would take until May 13th to break even ytd (actually 0.4% up 🥳) but today's the day.
It could go either way tomorrow as Keller Group's TU will be significant but I remain hopeful for a modestly positive year from here.
Good Luck All 😉
It could go either way tomorrow as Keller Group's TU will be significant but I remain hopeful for a modestly positive year from here.
Good Luck All 😉
May 13, 2025 at 5:33 PM
After a good year last year I never would have guessed it would take until May 13th to break even ytd (actually 0.4% up 🥳) but today's the day.
It could go either way tomorrow as Keller Group's TU will be significant but I remain hopeful for a modestly positive year from here.
Good Luck All 😉
It could go either way tomorrow as Keller Group's TU will be significant but I remain hopeful for a modestly positive year from here.
Good Luck All 😉
#KLR Keller are sharing a first 4 month TU on Weds. They are at discount to peers but enhancing profits so looks promising.
4th March prelims said:
✅ Record order book of £1.6 billion, up 10%.
✅ Underlying operating profit +22% to £212.6m.
✅ Free cashflow +87% to £192.6m.
DYOR
4th March prelims said:
✅ Record order book of £1.6 billion, up 10%.
✅ Underlying operating profit +22% to £212.6m.
✅ Free cashflow +87% to £192.6m.
DYOR
May 12, 2025 at 5:07 PM
#KLR Keller are sharing a first 4 month TU on Weds. They are at discount to peers but enhancing profits so looks promising.
4th March prelims said:
✅ Record order book of £1.6 billion, up 10%.
✅ Underlying operating profit +22% to £212.6m.
✅ Free cashflow +87% to £192.6m.
DYOR
4th March prelims said:
✅ Record order book of £1.6 billion, up 10%.
✅ Underlying operating profit +22% to £212.6m.
✅ Free cashflow +87% to £192.6m.
DYOR
#IGP #NCC #GBG Having seen Marks & Spencer be extensively and expensively hit by cybersecurity issues recently there's no doubt that companies will be investing more in this area and on id security. I've taken starting positions in Intercede, NCC and GB Group and will be watching the sector.
May 7, 2025 at 9:36 AM
#MKS I've halved my Marks & Spencer stockholding this morning. A quality company but the long-term nature of fixing this cyber-attack puts a lid on any upcoming results bounce. Hope to buy back later...
May 6, 2025 at 10:00 AM
#MKS I've halved my Marks & Spencer stockholding this morning. A quality company but the long-term nature of fixing this cyber-attack puts a lid on any upcoming results bounce. Hope to buy back later...
#MGNS Deutsche Bank target price for Morgan Sindall is £40 (>21% premium). "Guidance is underpinned by a daily average net cash balance of £374m, equivalent to around a quarter of its market cap, and the fact that there is ‘minimal direct impact’ from US tariffs."
Courtesy of Citywire.
Courtesy of Citywire.
April 11, 2025 at 7:16 AM
#MGNS Deutsche Bank target price for Morgan Sindall is £40 (>21% premium). "Guidance is underpinned by a daily average net cash balance of £374m, equivalent to around a quarter of its market cap, and the fact that there is ‘minimal direct impact’ from US tariffs."
Courtesy of Citywire.
Courtesy of Citywire.
#KLR Keller Group's Annual Financial report shows static revenue but good progress on all other fronts. Ground preparation for many of the biggest engineering projects in the world.
www.keller.com/about-us
www.keller.com/about-us
April 10, 2025 at 3:38 PM
#KLR Keller Group's Annual Financial report shows static revenue but good progress on all other fronts. Ground preparation for many of the biggest engineering projects in the world.
www.keller.com/about-us
www.keller.com/about-us
My ISA is extraordinarily weighted towards construction and building at the moment. Hopeful that Keller's #KLR 14th May AGM will include a strong TU as per last year, and which triggered a 21% jump.
April 10, 2025 at 7:33 AM
My ISA is extraordinarily weighted towards construction and building at the moment. Hopeful that Keller's #KLR 14th May AGM will include a strong TU as per last year, and which triggered a 21% jump.
Back in on #JGGI at 536p after selling in Oct at 548p. I watched it run away but a 12% drop has given me an opportunity to buy back in. Will try and hold long-term 🤞
March 11, 2025 at 8:58 AM
Back in on #JGGI at 536p after selling in Oct at 548p. I watched it run away but a 12% drop has given me an opportunity to buy back in. Will try and hold long-term 🤞