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toby03.bsky.social
Toby
@toby03.bsky.social
Portfolio journal

- #spsy #jneo #fnx #snx $ldb.mi $bvi $harvia
$ldb.mi H1’s

Great execution from a great management team; got very lucky and timed my entry perfectly in May. Will now hold on for dear life whilst they execute on the HVAC.

Looking forward to the coming years on this one, can see it being worth a few 00’s

still not expensive either.
September 23, 2025 at 6:31 PM
#VANL

Boom!! The ball is rolling.
January 20, 2025 at 8:14 AM
#VANL

Van Elle’s newest buyer reveals themselves..

This time from Sweden.
January 17, 2025 at 2:26 PM
#AT.

Share price broken the 50 day MA down trend & a director has just bought £72,000 of stock. Could be the end of the rut here.. entirely sentiment driven these last couple months IMO.
November 28, 2024 at 4:40 PM
#vanl

Nice bolt on, more earnings enhancing than it is dilutive so this should be taken well, especially as the acquired business has much higher margins than the group, a mgmt team that makes acquisitions in trough of the cycle is great imo.
October 29, 2024 at 7:29 AM
✅#vanl

Good news, nice little company.
October 25, 2024 at 7:22 AM