I’m at about 20% cash. It’s difficult because there are bargains everywhere but I think things could get a lot worse.

Selling this after the first drop was painful, but turns out to have been the correct move. Lesson learnt!

Agreed, was going well until Sunak called the election and then downhill from there, not helped by #Vistry slumping and #CMCX being very weak after posting good results! At least #ZTF hasn't fallen too badly as ReZorce being dropped was mostly in the price I think.

I hold $MDAI, been a great performer over the last few weeks with lots more to come . . . . . hopefully!

Spinning off Spectral IP too, which could be interesting.

Sorry, I haven't seen any new broker notes since the results. Consensus was around £333m before that.

Got a few more at 270p. Tempted to keep adding but at 10% weighting now so need to stop there!!

They guided at £51m and came in at £49.6m. That's all it takes in today's markets.

Not really, moved a lot into cash and waiting for opportunities.

Agreed, I've been moving to a higher cash position and also buying things like #TCAP.L and #PLUS.L which should benefit from any upcoming volatility.

Looks like this is finally happening, 135p + 2p dividend payment. Still got to wait a bit though!

That's really helpful thank you. Surprised that #W7L isn't held more widely.

Do you have a link to that research?

Just a question of holding on tight for the next three weeks then 🚀 maybe!

And it still dropped to below 900p !

2025 could be a big year for #ZTF.L