RBF

[RBF @RBF70856279]

So come on Rhom…..As the UK’s top rated analyst on GDWN please can you give us an indication of the price you expect the Mech Eng Div to fetch…..

[Rhomboid1🇺🇦 @rhomboid1MF]

#GDWN a knock out set of results https://t.co/dJYDqt9oWZ

…but the largest and most surprising pivot I’ve ever seen a U.K. listed company embark on

My trust in management is complete so I look forward to the next chapter

[RBF @RBF70856279]

Maybe not by mgmt but Harwood (large shareholder) has been

[Rhomboid1🇺🇦 @rhomboid1MF]

#VANL taken private at a 58% premium but apparently they have been trying to sell themselves for ages…can’t recall the RNS where they informed shareholders of what they were doing

[RBF @RBF70856279]

Very sad news. Was chatting with him in November at the 90th anniversary lunch of the County Cricketers Golf Society where he was Chairman.

[Sussex Cricket @SussexCCC]

We are saddened to learn of the passing of former Sussex Cricket player and Chief Executive, Tony Pigott. 💙

[RBF @RBF70856279]

No doubt much lower but that doesn’t alter the fact that the price of PINE was over £5 last summer and “the story” hasn’t really changed…. In Chris’ words mgmt were befuddled by the price pre bid…. and yet mgmt are now minded to accept this pretty modest bid premium 🤔🤔🤔

[PMH Capital @CapitalPmh]

@RBF70856279 What price did Harwood originally buy in at #PINE?

[RBF @RBF70856279]

I would be most interested to hear Mr Mills’ thoughts on PINE following the bid news which the Board are minded to accept ….surely 500p must be considered a derisory offer???

[PMH Capital @CapitalPmh]

#NAS #OIG #GLE #SPI #EKF #NIOX #PINE #TRB #BIG #PEBB #AVG #PAY #RVRB #NCC #TATE #HSP #ANCR #TRI #OPT #ZIG #CAU #PRO #FVA

In this investing masterclass, accomplished UK small/midcap fund managers Christopher and Nick Mills of @harwoodcapital take me through their views of the markets and latest thoughts on 21 stock ideas, including:

(Nb. Apologies, the intro video didn’t work this morning wrt the 1st 10 seconds of the interview)

00:00 Equity outlook & closing NAV discounts
05:45 Tribal
10:10 Pinewood Technologies
12:40 NCC
14:55 Spire Healthcare
18:00 EKF Diagnostics
20:40 ProService Building Services (formerly HSS)
26:05 NIOX
30:10 Optima Health
33:40 Pebble Group
38:35 Paypoint
41:45 Zigup
44:55 Avingtrans
47:50 Trifast
52:45 Use of EBITDA vs EBIT/PBT as a valuation metric
55:00 MJ Gleeson
57:35 River Global B shares (re 30% ownership of Parmenion)
60:45 Tate & Lyle
62:00 Centaur Media
63:20 Fevara
66:05 Big Technologies
68:05 Hargreaves Services
71:30 Animalcare
75:25 Favourite stock ideas for 2026. Trifast & Oryx International.

Published by @VOXmarkets
https://t.co/Wc3QcyE3Zk

[RBF @RBF70856279]

2025 in line but 2026 not so…..

[entrustTMF @entrustTMF]

Henry #BOOT Trading Statement

Despite the uncertain backdrop, we've delivered a resilient performance in 25, underpinned by continued demand for our high quality land. As a result, we expect full year profit to be broadly in line with market expectations

https://t.co/wyYmEK2eu2

[RBF @RBF70856279]

Interesting….although I read the TU and thought that the fall in SP yesterday was by ‘shrewd’ traders……

[Aston Girl @reb40]

#GLE Gleeson shares dipped -5.67% yesterday so shareholders may be reassured by today’s inline Trading Update

Signs of optimism for spring sales tho I note net debt has increased slightly “The Group ended the Period with net debt of £22.5 million (31 December 2024: £18.1m)🤔

[RBF @RBF70856279]

Very much so….enjoy all the different fund managers you interview but Harwood probably the most insightful

[PMH Capital @CapitalPmh]

@RBF70856279 Nonetheless, still plenty to get your teeth into

[RBF @RBF70856279]

Always a very interesting listen, although personally I would have preferred Chris & Nick to talk more about the companies they wanted to, rather than mostly answer questions about companies from the ‘audience’, a number of which they couldn’t due to “being inside”

[PMH Capital @CapitalPmh]

#NAS #OIG #GLE #SPI #EKF #NIOX #PINE #TRB #BIG #PEBB #AVG #PAY #RVRB #NCC #TATE #HSP #ANCR #TRI #OPT #ZIG #CAU #PRO #FVA

In this investing masterclass, accomplished UK small/midcap fund managers Christopher and Nick Mills of @harwoodcapital take me through their views of the markets and latest thoughts on 21 stock ideas, including:

(Nb. Apologies, the intro video didn’t work this morning wrt the 1st 10 seconds of the interview)

00:00 Equity outlook & closing NAV discounts
05:45 Tribal
10:10 Pinewood Technologies
12:40 NCC
14:55 Spire Healthcare
18:00 EKF Diagnostics
20:40 ProService Building Services (formerly HSS)
26:05 NIOX
30:10 Optima Health
33:40 Pebble Group
38:35 Paypoint
41:45 Zigup
44:55 Avingtrans
47:50 Trifast
52:45 Use of EBITDA vs EBIT/PBT as a valuation metric
55:00 MJ Gleeson
57:35 River Global B shares (re 30% ownership of Parmenion)
60:45 Tate & Lyle
62:00 Centaur Media
63:20 Fevara
66:05 Big Technologies
68:05 Hargreaves Services
71:30 Animalcare
75:25 Favourite stock ideas for 2026. Trifast & Oryx International.

Published by @VOXmarkets
https://t.co/Wc3QcyE3Zk

[RBF @RBF70856279]

Looks to have clearly moved to paying division every 2 months, thus maybe will start to attract income investors

[Rhomboid1🇺🇦 @rhomboid1MF]

#GAW smacking it out of the park…again https://t.co/3CM57xFhWv

there’s a lot of detail in the RNS….none of it in the outlook statement

[RBF @RBF70856279]

Ditto…..not entirely clear why they didn’t do a joint tender since both are pretty small; £25m for the 12.875% & £15m for reg 8.5%. Pretty confident they will do the latter soon 🤞

[Wayne @whu32]

Skipton building society are tendering their 12 7/8% PIBS as they are no longer eligible to be counted towards Tier 1 capital.
I hold #SBSA and would probably expect them to be tendered at some point.
Maybe other building societies will also follow.

https://t.co/ovx96bR48D

[RBF @RBF70856279]

Certainly plenty to discuss this week…..surely starting with Goodwin!

[PMH Capital @CapitalPmh]

Live tomorrow at 2pm Wednesday (29th Oct) on
@VOXmarkets , I have the pleasure again of discussing all things smallcap with equity analyst & commentator Paul Scott.

As usual we'll try to answer any of your investment questions too. Everyone is welcome.
https://t.co/i7OEyQgjQD

[RBF @RBF70856279]

Certainly was….definitely one of your best

[Everestingly @jimpetebobbez01]

@CapitalPmh An absolutely brilliant watch, thanks Paul

[RBF @RBF70856279]

Wow wow wow….I think you can significantly upgrade “somewhat”

[Rhomboid1🇺🇦 @rhomboid1MF]

#GDWN rather a lot of good news https://t.co/VtdqqD9ipX

I am somewhat chuffed

[RBF @RBF70856279]

Interesting debate but surprised no mention of Chrysalis (CHRY) or Molten Ventures (GROW). Looks quite likely CHRY will be wound up, and HVPE will have a Continuation Vote next year.

[Henry Viola-Heir @HTVIOLA]

🌟 #TWINPETESINVESTING 158 NOW LIVE 🌟

Tune in to hear @conkers3 and I share investing strategies for long-term investors with shares including #APAX #CNA #INPP #HSX #CTPE #HVPE #OCI #PPET and many more!

Please remember to like, subscribe and comment!

https://t.co/gvRlQGe7BP

[RBF @RBF70856279]

Classic new shareholder dilemma time…..buy on the immediate dip or wait for further weakness? JDG does move up (& down!) rapidly……and its performance over the last 20 years has been exceptional.
Disclosure - former LT holder (sold last summer)

[Henry Viola-Heir @HTVIOLA]

@Kernowscrubber I've been toying with opening a position in #JDG for months. Still not pulled the trigger and it looks like I might be holding fire a little longer...

[RBF @RBF70856279]

Ok so which is / are????

[entrustTMF @entrustTMF]

#PMI Premier Miton not the best recovery play, says Panmure Liberum

[RBF @RBF70856279]

Hopefully tender news very soon……🤞🤞🤞

[entrustTMF @entrustTMF]

Sparkling close at #CARR Carr's Group😊

https://t.co/5lrBbrPu8Q

[RBF @RBF70856279]

Similarly a long term holder….about to pop in to Lidl and thinking I will celebrate with a pie 😂🎉

[Rhomboid1🇺🇦 @rhomboid1MF]

#VLE powered by pies https://t.co/yNaPXZ2HWM

I hold …& have done so for many years

[RBF @RBF70856279]

Nicely explained Robert

[Robert Forrester @vertumotorsCEO]

Great to join this morning’s Today Programme on BBC Radio 4 to discuss the ZEV Mandate and the impact on our industry.

If you’d like to listen, here’s the link - https://t.co/aYiaHitlKE