Glasshalfull

**ON AN EXTENDED BREAK from Twitter** … Disclaimer: my tweets DON’T constitute investment advice or recommendation

[Glasshalfull @Glasshalfull1]

I highlighted in 2021 I’d no longer publish portfolio updates as my investments are usually contrarian small caps that endure significant volatility👇🏻Overall I’m doing ok in 2022 but still find Twitter far too noisy & now plan on an extended break

Wishing all Twitterati well 🙏🏻

[Glasshalfull @Glasshalfull1]

@wasagoodboy Lovely to hear from you & thanks for your kind message 🙏🏻

[Glasshalfull @Glasshalfull1]

I highlighted in 2021 I’d no longer publish portfolio updates as my investments are usually contrarian small caps that endure significant volatility👇🏻Overall I’m doing ok in 2022 but still find Twitter far too noisy & now plan on an extended break

Wishing all Twitterati well 🙏🏻

[Glasshalfull @Glasshalfull1]

@GrowthStocksUK What a lovely message Alex. Thank you 🙏🏻

[Glasshalfull @Glasshalfull1]

@MGinvestor Likewise @MGinvestor … been great sharing investment ideas through the years. More than happy to continue & have left my DM’s open. Take care 🙏🏻

[Glasshalfull @Glasshalfull1]

@battlebus141 We’ve invested in some crackers @battlebus141 … but you were always a better mover 🕺

Enjoyed sharing investment ideas with yourself & other wonderful investors via bulletin boards & Twitter but feel time right for an extended break. Who knows what the future holds. ATB, G 🙏🏻

[Glasshalfull @Glasshalfull1]

@1James1n1 V kind James. Thanks for your kind words & all the post. I’m sure we’ll bump into each other down the line 🙏🏻

[Glasshalfull @Glasshalfull1]

@patviera You are a top bloke! Thanks for the kind words Nicholas 🙏🏻 Love to you & the girls ❤️

[Glasshalfull @Glasshalfull1]

@honestandopen You’re welcome & thanks for your kind words 🙏🏻 Not intending on posting anywhere else. Never say never on coming back to Twitter but for the time being I’d prefer a clean break

[Glasshalfull @Glasshalfull1]

#EQLS ~ V little to say recently but dropped in to compliment @equals__money on yet another outstanding set of results 👏🏻

*Interim revs +86% YoY
*Adj EBITDA +203%
*Cash at bank +63% to £16.5m

They also indicate strong start to Q3👇🏻with revs +55% & revs per day £289k (vs £187k)

[Glasshalfull @Glasshalfull1]

#EQLS ~ An outstanding H1 update with EBITDA (yet again) “ahead” of expectations. Significant rev growth of +84% which has pleasingly occurred across each business unit & product area. Well done to all @equals__money 👏🏻👏🏻👏🏻

[David @Carmensfella]

This really is tragic news as Steve was such a genuinely nice guy who made many of his friends & contacts through Fintwit connections early days on the Motley Fool. He will be sorely missed at @ShareSocUK events & he attended every #Mello. He helped so many & taken far too early

[Glasshalfull @Glasshalfull1]

@Carmensfella @ShareSocUK Such sad news. I was fortunate to meet Steve on several occasions & found him to be a lovely guy. A true gentleman. Condolences to friends & family 🙏🏻

[Glasshalfull @Glasshalfull1]

@brigittamurray Lovely to hear Brigitta 😁👍🏻 Hope you’re keeping well

[Glasshalfull @Glasshalfull1]

#SMRT ~Positive update with Group H1 revs +46% & recurring revs +49% YoY👇🏻

-@swipedon ARPU +44% & ARR +35% 👍🏻
-@spaceconnected flat in H1 but Evoko Naso now seeing billings ahead of expectation
- A+K sales +36% YoY
- Net cash £2.0m which is up marginally since April ‘22 (£1.9m)

[Glasshalfull @Glasshalfull1]

#SMRT ~ AGM trading update in-line with @swipedon continuing to trade well with ARR & ARPU increasing (note: SO ARR growth est. of 30%+ in FY23); A+K with a strong start to year & revs significantly higher; Space Connect having best ever trading in May for Evoko after slow Q1👇🏻

[Glasshalfull @Glasshalfull1]

#MJH ~ Absolutely dreadful LTIP payout @MJHudsonCorp especially as the share price has fallen c.50% since IPO. Excellent thread on the issue by @PerpetualValue👇🏻

[Thread Reader App @threadreaderapp]

@Glasshalfull1 Hello, the unroll you asked for: https://t.co/EopcTXWhdx See you soon. 🤖

[Glasshalfull @Glasshalfull1]

@PerpetualValue Excellent thread @threadreaderapp unroll

[Glasshalfull @Glasshalfull1]

@vodkaquickstep Brilliant call Simon 👏🏻👏🏻👏🏻
Delighted for you & other holders such as @battlebus141 Lovely to see some good news for a change 😃👍🏻

[Glasshalfull @Glasshalfull1]

#OMIP ~ Positive H1 results with revs +13% YoY translating to a +39% uplift in EBITDA as op leaverage kicks in👇🏻Their catalogues were valued at £34.8m in April 2022 vs a current mcap of £15m. Well done to @MichaelInfante4 & his excellent team 👏🏻

[Glasshalfull @Glasshalfull1]

#OMIP ~ FY21 results as per t/s. I considered #OMIP’s rights may be valued at 12* NPS (per July’21 tweet👇🏻) & delighted independent validation suggests that are worth 12.5* NPS or £34.8m👇🏻

Worth pointing out OMIP has net cash & Mcap only £13.3m …implying upside of c.150%

[Glasshalfull @Glasshalfull1]

#TPX ~ Strong FY22 results slightly ahead of the March t/s. Organic growth +16% & adj dil EPS +52% to 9.4p👇🏻 On a PER of 15. Look forward to @tamzinpiworld webinar midday

Shares down (-50%) since Nov 2021. FY23 est to grow revenues to £97.8m (+22%) & adj EBITDA to £13.7m (+12%)

[Glasshalfull @Glasshalfull1]

#TPX ~ In-line with previously upgraded FY22 estimates & also making 2 immediately earnings enhancing acquisitions👇🏻Signalling FY23 £100m run rate rev targets a year ahead of target👏🏻

@TPXimpact share price down (-35%) in last 3 months despite excellent operational performance👇🏻

[Glasshalfull @Glasshalfull1]

#GETB ~ Strong H1 results alongside an upgrade for the FY 😃 Lovely metrics with acceleration of ARR by +21% & ARPU +15% in constant currency. Recurring revs of 94% & GM’s at 90% while cash increased to £2.1m alongside a v positive outlook

Well done GetBusy 👏🏻👏🏻👏🏻

[Glasshalfull @Glasshalfull1]

#GETB ~ Nice contract win for subsidiary @VirtualCabinet_ with a top 10 UK accountancy firm👇🏻H1 results released on Wednesday against a backdrop of consistent Director buying, 93% recurring revs, growing ARPU & superb @MelloEventsUK presentation. Only valued at 1.4x ARR!!!

[Glasshalfull @Glasshalfull1]

#GETB ~ Nice contract win for subsidiary @VirtualCabinet_ with a top 10 UK accountancy firm👇🏻H1 results released on Wednesday against a backdrop of consistent Director buying, 93% recurring revs, growing ARPU & superb @MelloEventsUK presentation. Only valued at 1.4x ARR!!!

[Glasshalfull @Glasshalfull1]

#GETB ~ Lovely to see the consistent Director buying over the last year. Yet another small purchase by CFO Paul Haworth @CfoGetbusy yesterday👇🏻

Look forward to seeing GetBusy present @MelloEventsUK in a fortnight