LumpedOn

New X account just for "informed gambling" on shares.
UK and Europe, Birkin bags to Bulk fuel stores, I'll play them all.
Stockopedia addict.

[LumpedOn @Lumped0n]

#FCH Sleepy me missed a killer news drop on Tue 11th from Funding Circle. Castlelake (probs miffed about #EZJ ✈️🤣) dropped a £500m lump onto the platform explicitly citing FCH's technology and data capabilities. This is my #1 by some way now. Rock On !

[LumpedOn @Lumped0n]

So busy on main-side had no time for US action. Sold $CPA Copa for a break-even, opened a recovery punt on $CMP Compass Minerals and having another go at $FFIV F5 and $RACE Ferrari. Still waiting breakeven out of $PWR Quanta and $VRT Vertiv. One newish one $NGVT Ingevity going OK

[LumpedOn @Lumped0n]

A little context : am rotating out of UK Consumer Disc. and into Industrials, focus on infra works not house builds, plus playing exit ramp games by averaging down a couple. My 2 big beasts this year are #FCH avg 151p and #SAGA avg 360p so plenty of fat in those 2 for protection.

[LumpedOn @Lumped0n]

Been a busy 🐝this last 2 weeks, out went #COA Coats, #MARS Marstons, #ZIG Zigup, #JET2 and #SCP Schroder UK MidCap. Lumped more onto #IMI IMI, #KNOS Kainos, #W7L Warpaint, #COST Costain, #SAGA SAGA, #FCH Funding Circle and a new big lump on #KLR Keller. Go big or go home !

[LumpedOn @Lumped0n]

$TILE - out at $38.35 for just below 10% win.
It's been good to me, so leave some for the next dude !👍

[LumpedOn @Lumped0n]

$TILE here's hoping for a fifth Q beat in a row from Interface tonight - picked it up early Jul at $34.51 so have a little buffer but would be nice to see it knock through $36 in the aftermarket.

[LumpedOn @Lumped0n]

$TILE - great results for the Q, the 5th beat landed.

Raises FY 2026 net sales to $1.455-$1.485 bln from $1.450-$1.480 bln
Now expects FY 2026 adjusted gross profit margin at 40.6% of net sales, up from 38.8%-39.0%

Pre-market reached $38 so here's hoping...

[LumpedOn @Lumped0n]

$ADBE traded out of Adobe this morning in a buoyant pre-market for an 18.5% gain. The beauty of the trading account side is there's always another day to lock in some more - I believe are Adobe are still undervalued, but the trading gig is Speed and Greed ! Happy Days.

[LumpedOn @Lumped0n]

$ADBE After trying to get a cheap fill on Adobe for over a week managed to grab some in today's <$220 pre-market dip so am a happy 🐇
It's one of a very small group of US stocks that pass my 2 new "super tight" screens, and creeping up the Stocko ranks too. 🤞

[LumpedOn @Lumped0n]

#KNOS Loaded up on Kainos again today, moves it up to be in my Top5. Been some good accumulation going on since June so jumping in earlier than planned. Chart looks well set for a few more weeks improvement ahead of 7th Sept TU. Getting above £10 would be mint.

[LumpedOn @Lumped0n]

@PETERMINIHAN No prob - also my AI partner says: On 2 Feb 26 FitzWalter formally walked from its bid. Under Rule 2.8 of the UK Takeover Code, issuing a "no intention to bid" statement triggers an auto 6-month standstill (lock-up) period. Exactly six months from 2 Feb 26 was 2 Aug 2026 👍

[LumpedOn @Lumped0n]

Having a go at #ATG Auction Technology Group. Finally cracked a new sexy Stockopedia screen looking for "High Volume Turnarounds" and it passes that, then I see that @RebelHQ has spied it so it can't be all bad eh? Pig of a job to get filled but finally in for a full play.

[LumpedOn @Lumped0n]

@PETERMINIHAN @RebelHQ this is what I am using - hope it's legible

[LumpedOn @Lumped0n]

@ShareSpeculator #KLR - mega lols. That'll teach me not to lose focus on trading side. Managed to get out at 3070p for a mahoosive £1.35 profit 😂so the☕️is on me. Upside is I still think it is a great pick for my UK main-side industrials barbell along side #RNWH, #IMI and #COST. Every cloud..

[LumpedOn @Lumped0n]

#JET2 Finally brought my JET2 ✈️play to an end and exited this morning at 1574p. 2/3 was bought ahead of results in Aug 25 at 1632p, so a year-long drag. Added ahead of this year's numbers at 1290p and so this morning banked a measly 4% - but netting off is always a feel-good!

[LumpedOn @Lumped0n]

#KLR Couldn't resist another go at Keller ahead of results tomorrow - in at 3053p. Think I'll need to be nimble at the open but worth a go...

[LumpedOn @Lumped0n]

Bit of a clearout morning - #MARS Marstons sold at a chunky loss but results didn't give much hope for a climb, and #ZIG Zigup also gone for a nice return but for me it's topped out for now - might come back to that one

[LumpedOn @Lumped0n]

@ShareSpeculator Bold move - I traded it into the results day 7th July but sold early in the day and missed the bigger run to 3400p. But I can only see ~3100p as an upper level so not keen to play again. What are you seeing as an upper end?

[LumpedOn @Lumped0n]

#W7L probably a very rash decision but loaded up on Warpaint London, more than doubling position, mostly as a capital recovery play. In at 201.75p so hopefully buyback keep a floor for me while waiting for results. Seems to me the bottom is in...maybe 💄🤞

[LumpedOn @Lumped0n]

$GE Playing a risky punt on GE Aerospace, seems a cracking set of Q2 results but pre-market is down and bagged a fill @ $346.5 - so it's now all about what happens at the US open in 2 hours...nervous times today