Although it's high risk, today's aftermarket news by #EAAS looks v significant despite Harwood taking a chunk more of eEnergy from warrants and possible future raise.

Was building a position below 5p before Harwood turned up. It's the order book I'm interested in for FY26 now

I don't know how many of you are still active on here? I don't think bsky will last long...

For those not on X I just posted:
Phenomenal HY results from #ELIX today which IMO were well ahead of expectations (look at those margins):
Broker TP increased to 1240p (from 1100p)

Been quiet here but active elsewhere - #RWS worth a look. Market has been way too pessimistic over AI's impact on RWS. Latest HY results presentation worth a watch. New CEO with good background. Fundamentally looks very cheap even if you take into account adjustments. Ignore the divi yield

I hold

and for those who get triggered, but again I agree:

And this. Politics aside - UK has a good opportunity to finally wake up:

Agree with this. Most people I speak to about the Gulf are woefully ignorant for a variety of reasons

The kind of stuff I like my companies to be involved in
#Elixirr #ELIX
Will be keeping a close eye on this in June:
www.britishcycling.org.uk/tourofbritai...

interesting LTIP award announcement by #MPAC today (I hold). I'd be happy if they achieve these targets & I like that they use EPS as a measure but is that adjusted? 🤔

Skillcast #SKL FY24 results continue to show excellent progress:

PBT £0.5m & diluted EPS 0.57p. We should start seeing operational gearing coming through.

Outlook: Solid start to year with ARR up 20% YoY to £12m.

Trading at 2.1x ARR/EV - UK companies usually sell at 3-5x

If any of you are in the Staffordshire area (other than me hosting you 😉) I also recommend you pay a visit to the Dorothy Clive Gardens - beautiful all year round.

One of my go-to areas. Better than watching the markets at times like this!

Trifast's trading update contains...no numbers. Thankfully the broker has also confirmed trading is in line with expectations.

The forecasts are very solid for this year:

#TRI I hold

2/2 #TRI Outlook
• Further margin benefits
• H2 inventory reduction historically better than H1
• Further reduction in net debt

Brokers leave FCs unchanged & they are ambitious. Note FY25 FCF yield 11.2% & FY26 21.9%! I hold

Good section in the latest Shares mag "Top Performing UK Stocks of the Last 25 Years."

Some well known names in there too: