Which is why I continue to hold them. Tiny tiny position/punt which I have already written down to 0 - they hold 2BTC. They’re as good finished now I think.

£26m is just the figure they quote for ENI, not NLW and wage differential

#NXT are just brilliant at providing detailed breakdowns of cost. Credit to them. I think they know that everyone looks to them as bastions of good reporting and as commentators on the wider UK economy.

On ENI, an additional £26m on their wage bill as a £12b mcap company is not huge. ENI overblown?

Yes very true, I’m not sure it’s necessarily a buy signal. But I don’t think it’s just about averaging down given the consistency of purchases.

These buys are all pretty much by the same Director. The same director took another company from £6m to £1.6b and into the FTSE250.

The same thing

I think we must have similar portfolios. I’m shocked at the double digit % gains quite a few people are showing for the YTD - although I recognise that amongst the great shares I own, I’ve invested in some real bogies this year - #LIO, #ZTF, #IGP, $AMD, #CAV - all been a huge drag

The cynic in me feels it’s a response to the success of Paul Scott in doing the same

Name please. I’m always looking for reasons to shake my head in disbelief and haven’t done so in at least 12 hours

That’s a good point - perhaps shrinkflation is productivity enhancement

Thank you. I’ll find the video and post the link here for anyone else interested

No idea what’s going on with #FNX. Maybe people were expecting a trading ahead statement in the AGM release

Agreed