Mark
@marben100.bsky.social
Private investor and a director of ShareSoc. My tweets and RTs are merely opinions, not investment advice. They are my personal opinions and NOT ShareSoc's.
Hmmm... wonder whether these "slowing commercial construction dynamics" have a negative read across to Somero #SOM which I hold? Fortunately, reduced my SOM position earlier this year, on weak US performance & uncertain outlook.
#AHT.L Ashtead Group (equipment rental, mkt cap £27.4bn) warn on outlook due to slowing commercial construction dynamics in the US. since capex is also revised lower, overall FCF is revised up. separately, a primary US listing is proposed as 98% of revenues are from the US:
December 10, 2024 at 7:46 AM
Hmmm... wonder whether these "slowing commercial construction dynamics" have a negative read across to Somero #SOM which I hold? Fortunately, reduced my SOM position earlier this year, on weak US performance & uncertain outlook.
Great to see Greencoat UK Wind #UKW following the example set by Supermarket Income REIT #SUPR and rebasing its fee arrangements on market cap. rather than NAV.
Would like to see all "alternative" asset trusts move to this basis.
www.investegate.co.uk/announcement...
Would like to see all "alternative" asset trusts move to this basis.
www.investegate.co.uk/announcement...
Revision to Investment Management Agreement | Company Announcement | Investegate
Comprehensive details of regulatory and non regulatory announcements from FTSE 100, 250, AIM and techMARK quoted companies
www.investegate.co.uk
December 10, 2024 at 7:41 AM
Great to see Greencoat UK Wind #UKW following the example set by Supermarket Income REIT #SUPR and rebasing its fee arrangements on market cap. rather than NAV.
Would like to see all "alternative" asset trusts move to this basis.
www.investegate.co.uk/announcement...
Would like to see all "alternative" asset trusts move to this basis.
www.investegate.co.uk/announcement...
Reposted by Mark
#KINDNESSMATTERS💗
Sending best wishes & positivity to ALL😊
Have a g8 weekend😊
#FF👏 @htviolaheir.bsky.social @dbmutton.bsky.social @raesnape.bsky.social @thereluctantinv.bsky.social @brilliantleader99.bsky.social @a1mhigh.bsky.social @tradermark72.bsky.social @darcyandrews.bsky.social👏
Sending best wishes & positivity to ALL😊
Have a g8 weekend😊
#FF👏 @htviolaheir.bsky.social @dbmutton.bsky.social @raesnape.bsky.social @thereluctantinv.bsky.social @brilliantleader99.bsky.social @a1mhigh.bsky.social @tradermark72.bsky.social @darcyandrews.bsky.social👏
December 6, 2024 at 12:05 PM
#KINDNESSMATTERS💗
Sending best wishes & positivity to ALL😊
Have a g8 weekend😊
#FF👏 @htviolaheir.bsky.social @dbmutton.bsky.social @raesnape.bsky.social @thereluctantinv.bsky.social @brilliantleader99.bsky.social @a1mhigh.bsky.social @tradermark72.bsky.social @darcyandrews.bsky.social👏
Sending best wishes & positivity to ALL😊
Have a g8 weekend😊
#FF👏 @htviolaheir.bsky.social @dbmutton.bsky.social @raesnape.bsky.social @thereluctantinv.bsky.social @brilliantleader99.bsky.social @a1mhigh.bsky.social @tradermark72.bsky.social @darcyandrews.bsky.social👏
Interested in how researchers at Cambridge University are using AI to assist their work? Find out in this video: www.youtube.com/watch?v=wpX6...
Artificial Intelligence — Accelerating Research at the University of Cambridge
YouTube video by Cambridge Development & Alumni Relations
www.youtube.com
December 3, 2024 at 6:22 PM
Interested in how researchers at Cambridge University are using AI to assist their work? Find out in this video: www.youtube.com/watch?v=wpX6...
Fascinating video here that charts the progress of Ivanhoe Mines' Kamoa-Kakula copper mine from 1st discovery in 1996 to the world's third largest copper mine now. Illustrates how a successful mining company shld operate & the importance of intelligent partnering & funding.
vimeo.com/1034923040/1...
vimeo.com/1034923040/1...
20241201-VA-KC-TLVU-v3
This is "20241201-VA-KC-TLVU-v3" by Ivanhoe Mines on Vimeo, the home for high quality videos and the people who love them.
vimeo.com
December 3, 2024 at 12:31 PM
Fascinating video here that charts the progress of Ivanhoe Mines' Kamoa-Kakula copper mine from 1st discovery in 1996 to the world's third largest copper mine now. Illustrates how a successful mining company shld operate & the importance of intelligent partnering & funding.
vimeo.com/1034923040/1...
vimeo.com/1034923040/1...