JohnM_AIM
@johnm-aim.bsky.social
Investor/Trader mainly in UK. Messages just my personal opinion
Hold #aaz #avap #caml #msi #slp #srb
Trade in #elix #gmr #hvo #rcfx $scz #v3tc #xps #yca
Hold #aaz #avap #caml #msi #slp #srb
Trade in #elix #gmr #hvo #rcfx $scz #v3tc #xps #yca
Pinned
JohnM_AIM
@johnm-aim.bsky.social
· Dec 27
Reposted by JohnM_AIM
#AVAP.L unsecured debt outstanding now at $298m, finance costs already significantly lower versus last year. Nice statement out today highlighting the total value of debt repayments over the last 5 years probably setting the mood for bond refi, also highlighting the improved credit rating.
September 8, 2025 at 6:16 AM
#AVAP.L unsecured debt outstanding now at $298m, finance costs already significantly lower versus last year. Nice statement out today highlighting the total value of debt repayments over the last 5 years probably setting the mood for bond refi, also highlighting the improved credit rating.
#LUCE.l
at 118p mcap is £180m & EV is expected to be c£245m
The broker has PBT at £24.5m & in July update guidance was maintained
Results due tomorrow. Share price has pulled back a bit, thinking opportunity.
Trading update from July summarised in tweet below
x.com/JohnM_AIM/st...
at 118p mcap is £180m & EV is expected to be c£245m
The broker has PBT at £24.5m & in July update guidance was maintained
Results due tomorrow. Share price has pulled back a bit, thinking opportunity.
Trading update from July summarised in tweet below
x.com/JohnM_AIM/st...
JohnM on X: "#LUCE at 118p mcap is £180m & EV is expected to be c£245m The broker has PBT at £24.5m & in update below guidance was maintained Results due tomorrow. Share price has pulled back a bit, thinking opportunity. Trading update from July summarised below." / X
#LUCE at 118p mcap is £180m & EV is expected to be c£245m The broker has PBT at £24.5m & in update below guidance was maintained Results due tomorrow. Share price has pulled back a bit, thinking opportunity. Trading update from July summarised below.
x.com
September 8, 2025 at 8:31 AM
#LUCE.l
at 118p mcap is £180m & EV is expected to be c£245m
The broker has PBT at £24.5m & in July update guidance was maintained
Results due tomorrow. Share price has pulled back a bit, thinking opportunity.
Trading update from July summarised in tweet below
x.com/JohnM_AIM/st...
at 118p mcap is £180m & EV is expected to be c£245m
The broker has PBT at £24.5m & in July update guidance was maintained
Results due tomorrow. Share price has pulled back a bit, thinking opportunity.
Trading update from July summarised in tweet below
x.com/JohnM_AIM/st...
#axl.l under 13p on yesterday update, thinking opportunity
Cash $13.2m at 30Jun25
Current Production c4,200 boe/d
2 additional wells expected be brought on production in next 2 weeks, CN HZ13 targeting Ubaque formation & a recompletion at AB3 targeting C7 formation
x.com/Robin2546163...
Cash $13.2m at 30Jun25
Current Production c4,200 boe/d
2 additional wells expected be brought on production in next 2 weeks, CN HZ13 targeting Ubaque formation & a recompletion at AB3 targeting C7 formation
x.com/Robin2546163...
x.com
August 29, 2025 at 6:58 AM
#axl.l under 13p on yesterday update, thinking opportunity
Cash $13.2m at 30Jun25
Current Production c4,200 boe/d
2 additional wells expected be brought on production in next 2 weeks, CN HZ13 targeting Ubaque formation & a recompletion at AB3 targeting C7 formation
x.com/Robin2546163...
Cash $13.2m at 30Jun25
Current Production c4,200 boe/d
2 additional wells expected be brought on production in next 2 weeks, CN HZ13 targeting Ubaque formation & a recompletion at AB3 targeting C7 formation
x.com/Robin2546163...
#srb.l happy with yesterday H1 Results
produce 20,545 oz
Cash at 30Jun25 $30.4m
EBITDA $26.3m (H124: $13.0m)
PAT $18.9m(H124: $9.2m)
Net cash inflow from ops $19.2m
Aver gold price $3,093 & AISC $1,792
explore activity accelerating with 30,000m drill prog underway on Palito Complex & Coringa
produce 20,545 oz
Cash at 30Jun25 $30.4m
EBITDA $26.3m (H124: $13.0m)
PAT $18.9m(H124: $9.2m)
Net cash inflow from ops $19.2m
Aver gold price $3,093 & AISC $1,792
explore activity accelerating with 30,000m drill prog underway on Palito Complex & Coringa
August 29, 2025 at 6:53 AM
#srb.l happy with yesterday H1 Results
produce 20,545 oz
Cash at 30Jun25 $30.4m
EBITDA $26.3m (H124: $13.0m)
PAT $18.9m(H124: $9.2m)
Net cash inflow from ops $19.2m
Aver gold price $3,093 & AISC $1,792
explore activity accelerating with 30,000m drill prog underway on Palito Complex & Coringa
produce 20,545 oz
Cash at 30Jun25 $30.4m
EBITDA $26.3m (H124: $13.0m)
PAT $18.9m(H124: $9.2m)
Net cash inflow from ops $19.2m
Aver gold price $3,093 & AISC $1,792
explore activity accelerating with 30,000m drill prog underway on Palito Complex & Coringa
#yca.l - always good see TR1 holder increasing their position
Van Eck Associates Corporation up to 7.04%
londonstockexchange.com/news-article/Y…
Van Eck Associates Corporation up to 7.04%
londonstockexchange.com/news-article/Y…
London Stock Exchange | London Stock Exchange
null
https://londonstockexchange.com/news-article/Y…
August 29, 2025 at 6:50 AM
#yca.l - always good see TR1 holder increasing their position
Van Eck Associates Corporation up to 7.04%
londonstockexchange.com/news-article/Y…
Van Eck Associates Corporation up to 7.04%
londonstockexchange.com/news-article/Y…
Reposted by JohnM_AIM
Fed rate but probabilities at 84.8% for a 25bps rate cut at the September 17, 2025 FOMC meeting. We expect this to trail down as we get the PCE inflation data later this week and then in the run up to the US August Jobs Report on September 5.
August 25, 2025 at 2:56 PM
Fed rate but probabilities at 84.8% for a 25bps rate cut at the September 17, 2025 FOMC meeting. We expect this to trail down as we get the PCE inflation data later this week and then in the run up to the US August Jobs Report on September 5.
Reposted by JohnM_AIM
Agreed. I felt the answer to the question on why Rev fell short in the 1H was very illuminating & should have been volunteered by management to help aid investor understanding of a small impact in an otherwise solid progression.
Results presentation worth reviewing:
www.costain.com/media/wr5dpk...
Results presentation worth reviewing:
www.costain.com/media/wr5dpk...
www.costain.com
August 22, 2025 at 6:28 AM
Agreed. I felt the answer to the question on why Rev fell short in the 1H was very illuminating & should have been volunteered by management to help aid investor understanding of a small impact in an otherwise solid progression.
Results presentation worth reviewing:
www.costain.com/media/wr5dpk...
Results presentation worth reviewing:
www.costain.com/media/wr5dpk...
#cost.l
I bought a starter position late yesterday.
Berenberg raises Costain price target to 175 (150) pence - 'buy'
Deutsche Bank raises Costain price target to 150 (115) pence - 'hold'
I bought a starter position late yesterday.
Berenberg raises Costain price target to 175 (150) pence - 'buy'
Deutsche Bank raises Costain price target to 150 (115) pence - 'hold'
#COST.L
"Business is in the strongest position it's been in years"
Expect a flow of contract announcements in H2.
"Business is in the strongest position it's been in years"
Expect a flow of contract announcements in H2.
August 22, 2025 at 5:48 AM
#cost.l
I bought a starter position late yesterday.
Berenberg raises Costain price target to 175 (150) pence - 'buy'
Deutsche Bank raises Costain price target to 150 (115) pence - 'hold'
I bought a starter position late yesterday.
Berenberg raises Costain price target to 175 (150) pence - 'buy'
Deutsche Bank raises Costain price target to 150 (115) pence - 'hold'
Reposted by JohnM_AIM
#AVAP.L Tick-tock. The bonds can be re-financed from 1st Nov, I expect an announcement in Sept. The company should save anywhere between $7m to $10m in finance costs going forward vs last year. Even applying a multiple of 5, logically that should result in a $35m to $50m uplift in market cap.
August 20, 2025 at 12:14 PM
#AVAP.L Tick-tock. The bonds can be re-financed from 1st Nov, I expect an announcement in Sept. The company should save anywhere between $7m to $10m in finance costs going forward vs last year. Even applying a multiple of 5, logically that should result in a $35m to $50m uplift in market cap.
Reposted by JohnM_AIM
#COST Panmure increase TP to 190p from 170p. Leaves FY25 unchanged. Expects increased divi to be 33% of FY
#COST H1 Results. Revenue and adj. PBT down with increased margin due to anticipated road project completions. Order book increased to £5.6bn, dividend increased and YE net cash expected at £170 m. 90% of FY25 forecast revenue secured. Confident in FY25 expectations and beyond.
August 20, 2025 at 6:35 AM
#COST Panmure increase TP to 190p from 170p. Leaves FY25 unchanged. Expects increased divi to be 33% of FY
#wsbn.l more positive news
Over 130m of Breccia with Sulphides intersected from 570m to c700m with drilling continuing
Transport of core to Perth to assayed will be expedited
Step out hole c50-75m will be done to assess lateral extent of this zone
londonstockexchange.com/news-article/W…
Over 130m of Breccia with Sulphides intersected from 570m to c700m with drilling continuing
Transport of core to Perth to assayed will be expedited
Step out hole c50-75m will be done to assess lateral extent of this zone
londonstockexchange.com/news-article/W…
London Stock Exchange | London Stock Exchange
null
https://londonstockexchange.com/news-article/W…
August 18, 2025 at 7:00 AM
#wsbn.l more positive news
Over 130m of Breccia with Sulphides intersected from 570m to c700m with drilling continuing
Transport of core to Perth to assayed will be expedited
Step out hole c50-75m will be done to assess lateral extent of this zone
londonstockexchange.com/news-article/W…
Over 130m of Breccia with Sulphides intersected from 570m to c700m with drilling continuing
Transport of core to Perth to assayed will be expedited
Step out hole c50-75m will be done to assess lateral extent of this zone
londonstockexchange.com/news-article/W…
Reposted by JohnM_AIM
a miss on sentiment and higher inflation expectations in the Michigan Survey:
August 15, 2025 at 2:01 PM
a miss on sentiment and higher inflation expectations in the Michigan Survey:
Reposted by JohnM_AIM
JPMORGAN, on why it now sees four Fed cuts:
“.. The slide in private payroll growth below a 1%ar over the past three months is a development rarely seen outside of periods in which the economy is sliding into or moving out of a recession. .. a stall speed alert has been sounded.” 👀
“.. The slide in private payroll growth below a 1%ar over the past three months is a development rarely seen outside of periods in which the economy is sliding into or moving out of a recession. .. a stall speed alert has been sounded.” 👀
August 8, 2025 at 3:46 PM
JPMORGAN, on why it now sees four Fed cuts:
“.. The slide in private payroll growth below a 1%ar over the past three months is a development rarely seen outside of periods in which the economy is sliding into or moving out of a recession. .. a stall speed alert has been sounded.” 👀
“.. The slide in private payroll growth below a 1%ar over the past three months is a development rarely seen outside of periods in which the economy is sliding into or moving out of a recession. .. a stall speed alert has been sounded.” 👀
Reposted by JohnM_AIM
Similar to Federal Reserve Governor Waller a couple of weeks ago, Governor Bowan -- the other dissenter at the last FOMC meeting -- has set out her view of inflation and job market dynamics.
Here are the passages that support her "Summary of Economic Projections [that] includes three cuts...
1 of 2
Here are the passages that support her "Summary of Economic Projections [that] includes three cuts...
1 of 2
August 9, 2025 at 6:11 PM
Similar to Federal Reserve Governor Waller a couple of weeks ago, Governor Bowan -- the other dissenter at the last FOMC meeting -- has set out her view of inflation and job market dynamics.
Here are the passages that support her "Summary of Economic Projections [that] includes three cuts...
1 of 2
Here are the passages that support her "Summary of Economic Projections [that] includes three cuts...
1 of 2
Reposted by JohnM_AIM
The Largest 10% of U.S. Stocks now account for 76% of U.S. Stock Market Capitalization, the highest concentration in history 🚨🚨🚨
August 9, 2025 at 10:14 PM
The Largest 10% of U.S. Stocks now account for 76% of U.S. Stock Market Capitalization, the highest concentration in history 🚨🚨🚨
#NESF.l
Announce 1st interim div of 2.10p per Share for Q end 30Jun25, in line with previously stated target pay 8.43p per Share for yr end 31Mar26
Div be paid on 30Sept25, ex-div date is 14Aug25
Current price =76.4p, so annual div yield = 11% 🔥
londonstockexchange.com/news-article/N…
Announce 1st interim div of 2.10p per Share for Q end 30Jun25, in line with previously stated target pay 8.43p per Share for yr end 31Mar26
Div be paid on 30Sept25, ex-div date is 14Aug25
Current price =76.4p, so annual div yield = 11% 🔥
londonstockexchange.com/news-article/N…
London Stock Exchange | London Stock Exchange
null
https://londonstockexchange.com/news-article/N…
August 7, 2025 at 6:34 AM
#NESF.l
Announce 1st interim div of 2.10p per Share for Q end 30Jun25, in line with previously stated target pay 8.43p per Share for yr end 31Mar26
Div be paid on 30Sept25, ex-div date is 14Aug25
Current price =76.4p, so annual div yield = 11% 🔥
londonstockexchange.com/news-article/N…
Announce 1st interim div of 2.10p per Share for Q end 30Jun25, in line with previously stated target pay 8.43p per Share for yr end 31Mar26
Div be paid on 30Sept25, ex-div date is 14Aug25
Current price =76.4p, so annual div yield = 11% 🔥
londonstockexchange.com/news-article/N…
Cheese tastic - currently enjoying watching 80s film Commando with Arnie :-)
a person is holding a watch on their arm .
ALT: a person is holding a watch on their arm .
media.tenor.com
August 1, 2025 at 9:39 PM
Cheese tastic - currently enjoying watching 80s film Commando with Arnie :-)
#avap.l announces that Fitch Ratings has assigned the Company a B long-term issuer default rating
londonstockexchange.com/news-article/A…
londonstockexchange.com/news-article/A…
London Stock Exchange | London Stock Exchange
null
https://londonstockexchange.com/news-article/A…
July 31, 2025 at 6:32 AM
#avap.l announces that Fitch Ratings has assigned the Company a B long-term issuer default rating
londonstockexchange.com/news-article/A…
londonstockexchange.com/news-article/A…
#seit
Follow share holder feedback Co has successfully negotiated sale of its convertible loan in ON Energy to the issuer for $7.6m=18.75% premium to current holding value & a money on invested capital ("MOIC") including actual cash receipts to date of 1.63x
londonstockexchange.com/news-article/S…
Follow share holder feedback Co has successfully negotiated sale of its convertible loan in ON Energy to the issuer for $7.6m=18.75% premium to current holding value & a money on invested capital ("MOIC") including actual cash receipts to date of 1.63x
londonstockexchange.com/news-article/S…
London Stock Exchange | London Stock Exchange
null
https://londonstockexchange.com/news-article/S…
July 31, 2025 at 6:30 AM
#seit
Follow share holder feedback Co has successfully negotiated sale of its convertible loan in ON Energy to the issuer for $7.6m=18.75% premium to current holding value & a money on invested capital ("MOIC") including actual cash receipts to date of 1.63x
londonstockexchange.com/news-article/S…
Follow share holder feedback Co has successfully negotiated sale of its convertible loan in ON Energy to the issuer for $7.6m=18.75% premium to current holding value & a money on invested capital ("MOIC") including actual cash receipts to date of 1.63x
londonstockexchange.com/news-article/S…
Reposted by JohnM_AIM
BREAKING: Earthquake upgrade to 8.8.
Hawaii and California coastline have tsunami warnings.
Hawaii and California coastline have tsunami warnings.
July 30, 2025 at 1:56 AM
BREAKING: Earthquake upgrade to 8.8.
Hawaii and California coastline have tsunami warnings.
Hawaii and California coastline have tsunami warnings.