86% of our subscribers beat or matched a strong UK market in 2025.
But it wasn't the returns that impressed us most in our latest Subscriber Performance Survey.
It was something much more valuable than pure profit... ๐ค ๐งต
#EVOK (I hold) FY25 EBITDA is in line despite a revenue miss, not bad in the circumstances I guess. And a pretty interesting comms strategy as they look for a buyer - no forward guidance, and even the date of the full year results is secret now? Hope it works!
#STEM Really useful chat with management this morning. No complaints at all with their strategy or execution, but it's difficult to look past the poor financials. Entire recruitment sector in very poor shape, not a place I'd want to be invested. More in today's DSMR @stockopedia.
#COST up 7% on news that the pension scheme trustees don't mind them sending large quantities of cash to shareholders... immediately unlocks ยฃ20m buyback and an enlarged final dividend. Not sure how much value here but the momentum is awesome. New highs not seen since 2020.
#SFOR up 40% but it's really just a reversal of the Nov profit warning. In early Nov, prior to the PW, they said "net revenue growth rate expected to be down by upper single digits". They are now saying that yes, actually, net revenue will be down by upper single digits!
Added #ASAI to my personal portfolio on this most bullish day for UK stock-related news. Fingers crossed it's the next #IPF (but ideally not until I build a bigger position!). A very cheap, growing, geographically diversified international lender. Always do your own research.
Feels likes a record today. Over a dozen UK-listed companies have beaten expectations or raised guidance. Stock market investors must cling to an optimistic mindset despite everything they read in the news - but sometimes they get rewarded!
๐ UK shares are quietly outperforming.
Our latest @Stockopedia Top Stocks โ Nov 2025 report is now live, which I've co-authored with @edcroft.
Our July picks are +13% since 1st July, outpacing the S&P 500 during that time.
๐ฌ๐ง The FTSE All-Share is up 17% YTD, yet the UK still trades at just 12x forward P/E vs 19x in the US. With rates likely to fall in 2026 and a surge in takeover activity, we see plenty of value still hiding in plain sight.
This monthโs list spans large caps like #GSK, mid-caps such as #MGNS and #SEPL, plus small-cap outperformers like #JNEO and #FDEV.
๐ Download the report for free and discover all 10 stocks here:
https://t.co/iEb9rHpOCI
Well done #NXT: fabulous update, better than the usual "better than expected". @rolandhead has also looked at #JNEO - I wonder is it really necessary for them to issue so many announcements? (disclosure: I'm long NXT.) More to follow @Stockopedia https://t.co/6LLR9h3auo
๐ Results season highlights this week:
๐ Ahead of expectations โ Kier Group #KIE, Galliford Try #GFRD, Ten Lifestyle Group #TEN, Kromek Group #KMK
โ ๏ธ Profit warning โ Futura Medical #FUM
But which companies (and themes) will matter most heading into Q4?
Join @edcroft & @GrahamNeary for a live market briefing and Q&A session next week on Thursday, 25th September (5pm BST).
https://t.co/j8N3iGIbgR
๐ฌ๐ง The London market is shrinking.
US buyers are circling UK stocks, snapping up quality companies at modest premiums (sometimes as low as 20โ30%).
Meanwhile:
๐ IPO fundraising has sunk to a 30-year low
๐ช New listings have all but dried up
From Deliveroo to Direct Line, Spirent to IPF โ the LSE is being hollowed out.
Is London becoming a bargain bin for overseas buyers?
A great breakdown by @GrahamNeary below ๐
https://t.co/WxU2TQqkKf