Terrible interim results. Despite the brokers reiterating guidance and talking about the expanded pipeline I have exited my position as I think I got this one wrong. As someone told me before, better to get off the runaway of a plane which will eventually crash. 40% loss on that one since purchase on a weighted […]
Solid results from Mitie this morning. Mostly in line(which in my view is excellent as its a continuation of meaningful compounded growth). 10% revenue growth(4% organic) is very impressive in my opinion. It is also impressive to see that the Marlow revenues in Q3 are in line with where Marlow used to trade prior as […]
All 4 of these companies which made it to my long term holdings list reported results today. All 4 had excellent updates to 31st Dec 25 Volex: 15%YOY organic growth and guidance to beat market expectations. As expected the data centre division(Complex Industrial tech) is leading the way. The share price reacted appropriately and the […]
The shares have continued to exhibit weakness post the results which always represents a doubt in your mind if you have not missed anything. Having read and re-read the statement, today I have added even more at £11.85. The shares are fairly illiquid and could move on small volume(as have done in the past). I […]
Both reported results yesterday. AMS results were in line and there weren’t any notable points worth commenting on. Distribution finance had excellent results, both reduction in arrears as well as increase in the overall loan book. I have added some more at 58p, having sold some at 54p a few months earlier as I was […]
One of my top holdings had half year results. The shares have very limited newsflow, so I was looking forward to the statement as this is the only time you get an insight in what is going on inside the company. I like the chairman’s statements from them, they are no nonsense, old school type […]
While there is a lot of noise in the market, for those of you who want to buy and hold their positions for a few years, here is a list of my top 10 in alphabetical order. One thing to notice is the large portion of US names, despite me investing in the UK for […]
First of all, Happy New Year to all investors out there. Hope 2026 brings you lots of success. So on to the update for Q4 and a few thoughts on 2025. The porfolio performed reasonably well during Q4, delivering average return of 2.8% vs negative 2.2% for FTSE AIMs and 2.6% for S&P500. A few […]
One of the names which I initiated positions in a couple of months ago(Advanced Medical Solutions) had a bid speculation today. This is not at all surprising as they had one earlier in the year too. Clearly there are a lot of private equity shops lurking around trying to take out solid undervalued UK AIMs […]
Over the last couple of weeks I initiated a position in Ondine Biomedical(OBI). Ondine is a s a Canadian life sciences company focused on developing and commercializing light-based, non-antibiotic antimicrobial therapies to prevent and treat infections in hospitals and other settings. Its core platform, called photodisinfection, uses a photosensitive agent activated by light to rapidly […]