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#CWR Ceres Power up 120p or 18% today to 781p.
Pleased to have this in the Jan issue as a NAP for 2026 at just 231p. A full fat £5 profit in 5 months.
Next issue in a week has a new co which is set to grow EPS 5-fold in 2 years. Don't miss out: https://t.co/yx1G7FAZ7d
#CWR now up 124% from the January NAP price
#BIG also looking strong. Up 40%. Must be getting close to that point where the old ceo Sara Murray cancels a slug of shares as part of a settlement?
https://t.co/3zdrHQRYg3
#CWR now up 124% from the January NAP price
#BIG also looking strong. Up 40%. Must be getting close to that point where the old ceo Sara Murray cancels a slug of shares as part of a settlement?
https://t.co/3zdrHQRYg3
Last month’s front page write up which was also made a new addition to GP3 is now up 240p. Up on very high volume yesterday and it’s tightening the supply with the buybacks , another £8-10 to come🔥Next issue out in a week’s time….
https://t.co/yW5f9IxXbE
#SPI Richard Griffiths ups stake Spire Healthcare! 🏥💰now holds ~2.7% of the private hospitals operator which
continues to “actively assess a variety of strategic options” -ongoing since September- must be news soon. Indian/ Australian / South African trade buyer?
#AT. One of the 4 write ups in April’s issue off to the races, up £1 in just a few days.
An advisor just emailed me “I think you've moved the market once again and where SCSW leads, The Times Tempus follows...” 👊
The other 3 cos not doing too badly! https://t.co/0oC9OqmCWA
For subscribers - the main recommendation in January and the lead NAP - "trading significantly ahead of expectations." Well done guys. Its an 'omazing' performance. https://t.co/0oC9OqmCWA
Amazon’s new 'Buy for Me' feature helps customers find and buy stuff from brands’ sites. Basically a bot will go and buy stuff not on Amazon’s walled garden. #GBG is to launch an agentic bot to carry out ID verification of buying bots, initially for #FRAS
https://t.co/kL8BsKnj7E
@S_M_Investor I expect that the bid will fail due to Safilo's acqusition of a blocking stake. GP3 had topsliced and as per last month's issue had retained the rest.
For subscribers - the main recommendation in January and the lead NAP - "trading significantly ahead of expectations." Well done guys. Its an 'omazing' performance. https://t.co/0oC9OqmCWA
#SPI - @spirehealthcare
Yesterday's Sky article (see below) certainly sounds encouraging – especially as it appears Spire's NHS problems haven't deterred M&A/buyer interest.
To me, it's all going to come down to whether a satisfactory clearing price can be agreed for #SPI’s assets - which I suspect will have be above £2.50 per share.
On the recent interview with @harwoodcapital , Christopher Mills reckoned this would be circa 300p. Based on the market value of SPI's freehold property being worth £1.5bn vs NBV £642m. Giving an implied H1'25 market NTAV of £1,152m, or 283p / diluted share (406m).
What's more, if Sky's £1.5 billion bid references Enterprise Value, then deducting H1'25 net bank debt of £357m would generate an implied market value of £1,143m. Which divided by the diluted share count of 406m, would in turn deliver a THEORETICAL 281p/share, representing a 57% premium to Friday's close (178p).
Separately it also demonstrates how often institutional investors can miss things (not Harwood though). Since trading at 178p, most people simply believed no M&A deal was going to happen. And it still may not, if a satisfactory clearing price cannot be agreed.
Interestingly too, some PE firms might use their own infrastructure funds to buy SPI's assets at market value (ie £1.5bn). Hence allowing them to pay a slightly higher price, as they'll be able to charge fees on those monies placed - ie on top of their normal M&A fees.
Maybe a win-win for everyone?
Disclosure: I own SPI shares
https://t.co/ittKz5nzin
#SPI “Old bull, young bull" refers to a classic Aesop's Fable where an experienced, wise older bull teaches a rash, younger bull to use moderation and restraint. How this years https://t.co/0oC9OqmCWA NAP list formed inc spire. Reel it in nice &slow…
https://t.co/lateSxyMD8
Time for buyers from the US, India, the Arab world and S Africa to pick off #SPI from the UK stockmarket’s clearance rack. Expressions of bid interest to Rothschild by 5 pm today. Nice to see Richard Griffiths, Evolution founder, take a position a week ago 🔥@MarkKleinmanSky
Donald Trump says the UK's plan to hand over sovereignty of the Chagos Islands to Mauritius is an "an act of GREAT STUPIDITY"
(BBC’s capitalisation) 😂
https://t.co/fz1B3xFbRS
#RCH life in the old dog yet. Despite newspaper circulations declining and Google referral volumes declines it is “trading ahead of expectations”
PE less than 3 from memory. Good call by the Irish digital entrepreneur who bought 5pc
https://t.co/je7Lgyc2Jd
#ATG possible bid approach at 400p. One of the 12 SCSW NAPS published last week. There will be 3 more from that NAPS list before the end of the year.
https://t.co/MhEXxcL5Ly