Cockerhoop
@ranmoorruffian.bsky.social
UK Based Full Time Small Cap Investor
Relatively concentrated Top 10 circa 90%
GDWN, MSI, ANP, RST, JNEO, AVG, ULTP, GAW, SYS1, BOOT (30th Sept 25)
I'm also a keen cyclist, sports fan and 'indie' music lover.
Relatively concentrated Top 10 circa 90%
GDWN, MSI, ANP, RST, JNEO, AVG, ULTP, GAW, SYS1, BOOT (30th Sept 25)
I'm also a keen cyclist, sports fan and 'indie' music lover.
I do love to read about 'death spiral financing' .....always ends well 🤨
come for the bank sandwiched between a junkyard and a funeral parlour, stay for gems like this:
“Everyone wants to focus on money, money, money, but [our relationship with the Trump family] actually started with charity”
300 free clicks. Go:
on.ft.com/43eocoS
“Everyone wants to focus on money, money, money, but [our relationship with the Trump family] actually started with charity”
300 free clicks. Go:
on.ft.com/43eocoS
How two tiny banks are helping Trump’s sons build a crypto empire
[FREE TO READ] Dominari Holdings and Yorkville Advisors are benefiting from close connections with Eric and Donald Trump Jr
on.ft.com
November 4, 2025 at 2:51 PM
I do love to read about 'death spiral financing' .....always ends well 🤨
#GDWN - Staggeringly good update, ahead of even the most bullish expectations of the 'Stoke on Trent cult' 😂
Looks like we're approaching 700p EPS (trading profit basis) for FY26 with no contribution from what they expect to be their 'largest & most profitable division' 🤯
Looks like we're approaching 700p EPS (trading profit basis) for FY26 with no contribution from what they expect to be their 'largest & most profitable division' 🤯
October 27, 2025 at 7:31 AM
#GDWN - Staggeringly good update, ahead of even the most bullish expectations of the 'Stoke on Trent cult' 😂
Looks like we're approaching 700p EPS (trading profit basis) for FY26 with no contribution from what they expect to be their 'largest & most profitable division' 🤯
Looks like we're approaching 700p EPS (trading profit basis) for FY26 with no contribution from what they expect to be their 'largest & most profitable division' 🤯
That's a lot of Pinerello Dogma's and S-Works SL8's 😉
June 2, 2025 at 3:05 PM
That's a lot of Pinerello Dogma's and S-Works SL8's 😉
Reposted by Cockerhoop
It's one of the greatest things I have ever seen.
April 7, 2025 at 7:15 AM
It's one of the greatest things I have ever seen.
Reposted by Cockerhoop
“Imagine if I had done any of this.”
— former president Obama, at Hamilton College this week
— former president Obama, at Hamilton College this week
April 5, 2025 at 5:46 PM
“Imagine if I had done any of this.”
— former president Obama, at Hamilton College this week
— former president Obama, at Hamilton College this week
Reposted by Cockerhoop
Reposted by Cockerhoop
BofA fund manager survey: biggest drop in US equity allocation on record
March 18, 2025 at 9:15 AM
BofA fund manager survey: biggest drop in US equity allocation on record
#GDWN.L - Ahead of my expectations with plenty of drivers for future growth. These numbers contain no material contribution (probably -ve one) from Duvelco or EASAT. Or from the 4 new US funded radiographic chambers due online late 2025. Extremely +ve narrative around Duvelco from a cautious Chair..
December 17, 2024 at 9:50 AM
#GDWN.L - Ahead of my expectations with plenty of drivers for future growth. These numbers contain no material contribution (probably -ve one) from Duvelco or EASAT. Or from the 4 new US funded radiographic chambers due online late 2025. Extremely +ve narrative around Duvelco from a cautious Chair..
#MSI Somewhat nuanced Interim results in the Defence division. Whilst only £35m of revenue booked, inventory build up, MB's comments and contract schedule point to around £50-£55m of 'work' being carried out in H1 which should provide a tailwind to H2 once product delivered. Nature of lumpy orders.
December 8, 2024 at 4:53 PM
#MSI Somewhat nuanced Interim results in the Defence division. Whilst only £35m of revenue booked, inventory build up, MB's comments and contract schedule point to around £50-£55m of 'work' being carried out in H1 which should provide a tailwind to H2 once product delivered. Nature of lumpy orders.
Reposted by Cockerhoop
Today’s poem is called ‘Love Excels’.
December 4, 2024 at 9:20 AM
Today’s poem is called ‘Love Excels’.
Down 16%!
British food exports to EU ‘have fallen £3bn a year since Brexit’
British food exports to EU ‘have fallen £3bn a year since Brexit’
Centre for Inclusive Trade Policy report finds trade flows have shown no signs of returning to previous levels
* Business live – latest updates
Exports of British food to the EU have dropped by nearly £3bn a year since Brexit, a trade thinktank has…
www.theguardian.com
December 3, 2024 at 11:23 AM
Down 16%!
Reposted by Cockerhoop
My friend @iandunt.bsky.social let me borrow his substack to write about the Trumpian Tariffs, their Brexit parallels, and what it all could mean for the UK and the world.
Finally, a return on investment for my endless patience teaching him about comic books.
iandunt.substack.com/p/guestpost-...
Finally, a return on investment for my endless patience teaching him about comic books.
iandunt.substack.com/p/guestpost-...
Guestpost: Everything you need to know about the coming trade war
Donald Trump has promised an onslaught of tariffs. Here's a breakdown of what might happen next.
iandunt.substack.com
November 12, 2024 at 8:53 AM
My friend @iandunt.bsky.social let me borrow his substack to write about the Trumpian Tariffs, their Brexit parallels, and what it all could mean for the UK and the world.
Finally, a return on investment for my endless patience teaching him about comic books.
iandunt.substack.com/p/guestpost-...
Finally, a return on investment for my endless patience teaching him about comic books.
iandunt.substack.com/p/guestpost-...
4 new radiographic facilities (funded by the end customer) suggest a significant ramp up (200%??) in high integrity work at GSC and underlines the longevity of that partnership. #GDWN.L
September 25, 2024 at 11:19 AM
4 new radiographic facilities (funded by the end customer) suggest a significant ramp up (200%??) in high integrity work at GSC and underlines the longevity of that partnership. #GDWN.L
#MANO Appalling cash collection - receivables have increased from £3.8m in 2019 to £29.3m in 2024. They have to renegotiate an RCF in less than 12 months with a record of waiving covenants 🫣
September 4, 2024 at 7:33 AM
#MANO Appalling cash collection - receivables have increased from £3.8m in 2019 to £29.3m in 2024. They have to renegotiate an RCF in less than 12 months with a record of waiving covenants 🫣
Hi I'm the same person as Cockerhoop@RanmoorRuffian on Twitter.
August 21, 2024 at 3:19 PM
Hi I'm the same person as Cockerhoop@RanmoorRuffian on Twitter.