Saesch

Investing is like Poker, it's all about managing odds and biases. Stay humble. Currently on an A-Z journey in UK Equity Markets.

[Saesch @SaeschInv]

I recommend everyone to go A-Z.

With this article I try to explain how I did it, what I found and why I think it was a valuable exercise.

Link in bio or below.

[David Barbato @DavidBarbato_]

I've been using @Journalytic on and off for the last few years, but in an age of AI, the value of recording all your investment decisions is incredibly high and is compounding at higher rates. My prediction is that in 10 years, if you don't have good data on your past decisions, you'll become obsolete.

Why? Because other people who have will be able to gett much better outputs from an AI workflow.

Thanks to @atomicalcapital for opening my eyes to this. My interview with him will be out in a month or so, and I believe it will be extremely helpful for most serious investors.

[Saesch @SaeschInv]

@JibbyCap @SebKrog

[jefke @jefke00]

Another UK value stonk bites the dust

Ashtead Technology #AT: Potential bid at 615p

(Unfortunately I lost my patience with this one and don't hold anymore. )

[James @1James1n1]

#VLX - FTSE250 Promotion

✅Confirmed as being promoted to the FTSE250 from start of trading on 21 September.
✅On a separate topic, Zeus upgrades #VLX today, raising its conservative TP from 650p to 700p.

[James @1James1n1]

#MACF - Interims

➡️1H Rev up 2%, adj PBT down 9%, divi held flat.
➡️Net debt up to £17.9m - "investment in inventory"
➡️£6m buyback beginning in October from debt.
➡️FY trading in line & outlook runs through conditional activity that will deliver results.

[James @1James1n1]

#VLX - AGM TU

✅Another upgrade as "the Board now expects FY27 adj op profit to be ahead of current market expectations"
✅YTD Rev up 28.0%, albeit the company guides monthly sequential trading YTD up 8% vs 2H FY26.
✅Data Centre demand sustained at elevated exit rate of FY26.

[Saesch @SaeschInv]

@Tangible_Bruce Thanks, I'll take a look

[Saesch @SaeschInv]

Opinions on $TIG.L #TIG strategic review? Disposal of biggest segment seems likely.

[Iggy on Investing @IggyOnInvesting]

It seems like to board of $CARD.L want to keep their job. Finally a buyback...

At current price that will be super acretative.

[Saesch @SaeschInv]

#VLX $VLX Volex set new 'medium-term' targets, as the 1.2B$ revenue and 9-10% adj. EBIT margin goals set in 2022 will be achieved.

67% revenue growth and 2% margin growth leads to a double over 5 years. Of course only on the same multiples.

[Saesch @SaeschInv]

$VLX.L #VLX

[Volex @Volex]

We have today confirmed our intention to move to the @LSEplc Main Market by 4 August 2026, subject to FCA approval.

We have also announced the launch of a £40 million share buyback programme.

Read the full details here: https://t.co/Fj7sjqNkCk

[Saesch @SaeschInv]

Link: https://t.co/l9FqIsZOLK

[Saesch @SaeschInv]

I recommend everyone to go A-Z.

With this article I try to explain how I did it, what I found and why I think it was a valuable exercise.

Link in bio or below.

[Saesch @SaeschInv]

In case someone has any questions regarding my A-Z journey on AIM, about AIM itself, the process, ... let me know, I'll answer them in my wrap-up next week.

[Saesch @SaeschInv]

@JibbyCap Thank you Jibby!

[Saesch @SaeschInv]

One last time. 25 Tickers.

Thanks to everyone who followed along.
646 covered companies in total, 39 parts.

Link in bio or below.

[Saesch @SaeschInv]

Link: https://t.co/IOZMki25Tg

[Saesch @SaeschInv]

The final part conintaining all the >20 last tickers will be out on Friday.

[Saesch @SaeschInv]

$VUL.L #VUL is a recent IPO and early-stage, but one to watch. Overqualified management team for a 15m AIM company, at least on paper:

[Saesch @SaeschInv]

Link: https://t.co/9Quc4nHLXi

[Saesch @SaeschInv]

5x watchlist today. We also come across #VLX. Even the tickers I passed on might be interesting: turnaround case, an wine retailer with a big buyback program and UK’s leading bathroom retailer. I’d say this is the best part of the whole series.

Link in bio or below.