Ditto
@growthsloth.bsky.social
Reposting from X. UK Long term Investor: Top 5 largest positions : #GDWN, #BMY, #HWDN, #CMCX, #TPFG
When you see Director Buys like this, what’s your first thought?
January 2, 2025 at 2:31 PM
When you see Director Buys like this, what’s your first thought?
I’m wondering if Musk’s fascination/intrusion into UK politics simply that the language isn’t a barrier so he understands more of what’s going on here. In which case foreign language is a defence against foreign political interference.
December 18, 2024 at 12:58 PM
I’m wondering if Musk’s fascination/intrusion into UK politics simply that the language isn’t a barrier so he understands more of what’s going on here. In which case foreign language is a defence against foreign political interference.
Diaceutics secures it's 2nd largest contract for $5.1m initially for 2 years with an expectation of an extension to this.
December 17, 2024 at 8:27 AM
Diaceutics secures it's 2nd largest contract for $5.1m initially for 2 years with an expectation of an extension to this.
DEUTSCHE BANK RESEARCH RAISES ROLLS-ROYCE PRICE TARGET TO 630 (555) PENCE - 'BUY
December 17, 2024 at 8:26 AM
DEUTSCHE BANK RESEARCH RAISES ROLLS-ROYCE PRICE TARGET TO 630 (555) PENCE - 'BUY
#EGT confirmation of a significant rare earth's find. Cathal Friel has 19% exposure here and is clearly outlining targets to increase sp by multiples by revenue accretive acquisitions and divestment of these significant mineral deposits.
December 17, 2024 at 8:25 AM
#EGT confirmation of a significant rare earth's find. Cathal Friel has 19% exposure here and is clearly outlining targets to increase sp by multiples by revenue accretive acquisitions and divestment of these significant mineral deposits.
#AET They’ve bought and fully paid for multiple assets, are producing over 2m boe p/a net to Afentra, this will continue for twenty years or so, all without raising any equity. A lot more to come here, incremental organic growth, new onshore assets to be worked up and more acquisitions.
December 15, 2024 at 10:02 AM
#AET They’ve bought and fully paid for multiple assets, are producing over 2m boe p/a net to Afentra, this will continue for twenty years or so, all without raising any equity. A lot more to come here, incremental organic growth, new onshore assets to be worked up and more acquisitions.
December 15, 2024 at 9:48 AM
December 15, 2024 at 9:44 AM
www.proactiveinvestors.co.uk/companies/ne...
This is surely good news for #YCA in the long term. Perhaps a buy and hold for decades to come?
This is surely good news for #YCA in the long term. Perhaps a buy and hold for decades to come?
Big banks commit to support nuclear to hit green pledges
A group of fourteen of the world’s largest banks have pledged to boost their lending for nuclear energy projects as part of commitments agreed at the COP28...
www.proactiveinvestors.co.uk
September 23, 2024 at 10:28 AM
www.proactiveinvestors.co.uk/companies/ne...
This is surely good news for #YCA in the long term. Perhaps a buy and hold for decades to come?
This is surely good news for #YCA in the long term. Perhaps a buy and hold for decades to come?
Watch out for #FNX FY Earnings tomorrow - these shares aren’t obviously cheap, but the P/E will quickly come down as earnings grow. My view - good bounce coming after tomorrow’s results which I think will beat expectations
September 23, 2024 at 10:24 AM
Watch out for #FNX FY Earnings tomorrow - these shares aren’t obviously cheap, but the P/E will quickly come down as earnings grow. My view - good bounce coming after tomorrow’s results which I think will beat expectations
I’ve used the recent dip in #IGR SP to take a small position. Recent fair estimates of value were in the region of 325p, so at 155p, these are back in value territory.
September 16, 2024 at 11:57 AM
I’ve used the recent dip in #IGR SP to take a small position. Recent fair estimates of value were in the region of 325p, so at 155p, these are back in value territory.
Anyone have any views on Foresight Group (#FSG)? Metrics look lovely. Most off-putting aspect is no Director buys in years but lots of sales
September 15, 2024 at 7:48 PM
Anyone have any views on Foresight Group (#FSG)? Metrics look lovely. Most off-putting aspect is no Director buys in years but lots of sales
#FCH Short memories create buying opportunities. It’s now back to previous levels but we’ve since had an excellent update showing positive momentum. I’ll be topping up at this price.
September 11, 2024 at 7:24 AM
#FCH Short memories create buying opportunities. It’s now back to previous levels but we’ve since had an excellent update showing positive momentum. I’ll be topping up at this price.
#FCH great results ahead of expectations and in profit 6 months earlier than expected. £25m buyback too should support price from here.
September 5, 2024 at 7:45 AM
#FCH great results ahead of expectations and in profit 6 months earlier than expected. £25m buyback too should support price from here.
BCC reckon inflation will remain above target until 2027 leading BoE to only make incremental 0.1% changes to interest rate.
September 5, 2024 at 7:40 AM
BCC reckon inflation will remain above target until 2027 leading BoE to only make incremental 0.1% changes to interest rate.
#MWE has received an order totaling approximately €2.6 million, for the delivery of radio frequency components to its biggest customer in the defence sector. No mention of whether this contract was included in forecasts
September 2, 2024 at 6:40 AM
#MWE has received an order totaling approximately €2.6 million, for the delivery of radio frequency components to its biggest customer in the defence sector. No mention of whether this contract was included in forecasts