Lewis Robinson

Small and micro cap investor. I try to know every investible company in the nether regions of the UK market. Manage and consult on investments

[Lewis Robinson @ExpectingValue]

@sequentanalyst Whether the push to transfer more parental responsibility to the state ultimately solves this problem or makes it worse is an open question IMO

[Lewis Robinson @ExpectingValue]

Revealed preference #HEAD

[Waits @BitchesBrewCap]

1/ $RFX.L #RFX #Ramsdens H1'26 has delivered a historic performance with Profit Before Tax (EBT) reaching 16.7m (+173%). This 6-month profit already exceeds the result for the entire FY'2025 (16.2m)

[Lewis Robinson @ExpectingValue]

@dopamine_uptake

[Lewis Robinson @ExpectingValue]

@dopamine_uptake The corporate equivalent of a text from your gf that says "we need to talk."

[Lewis Robinson @ExpectingValue]

@dopamine_uptake

[Lewis Robinson @ExpectingValue]

Checking in two years later

[Lewis Robinson @ExpectingValue]

#SALT Microsalt with a £50m market cap 🤣

This'll go as well as #BIDS did a few years ago

[Lewis Robinson @ExpectingValue]

#SHOE is broadly considered an anachronistic retail loser. In this thread, I will highlight how the latest developments in wedge computing and multi-thread interlacing actually position Shoe Zone at the forefront of the next wave of cloud de-bottlenecking

🧵1/73

[Lewis Robinson @ExpectingValue]

https://t.co/vPEcgFH4Z8

A few years ago most considered Playstack considered near worthless; now being sold for £125m. Fun journey and a phenomenal gaming success story with an absurd publishing hit rate

#TRU

[Lewis Robinson @ExpectingValue]

@SutjeSH Sean Dyche - a football manager with a reputation for ugly but effective tactics. Usually massively outperforms his budget/is brought into a terrible situation

[Lewis Robinson @ExpectingValue]

I've got the answer to Britain's problems. No nonsense, practical, focused on delivery. Expert in turnarounds. And he's available!

[Lewis Robinson @ExpectingValue]

#ASC interesting sign of Asos's accounting that they're sold a site for £66m and make a £85m profit on the deal in a 'competitive sales process'.

Suggests they persuaded the auditors to hold the site at a negative £19m valuation based on value-in-use despite decent open value

[Lewis Robinson @ExpectingValue]

#IGR strong stuff from the new CEO... strikingly (and sadly) rare in UK plc land

[Lewis Robinson @ExpectingValue]

@mark_wharrier This was brilliant, thank you

[Lewis Robinson @ExpectingValue]

@SowingAlphaSeed You're absolutely right. In today's fast paced world, this isn't a company simply trading at a discount to its assets -- it's mispriced optionality, hiding in plain sight.

[Lewis Robinson @ExpectingValue]

@Wexboy_Value That was a great listen, cheers

[Lewis Robinson @ExpectingValue]

@RanmoorRuffian Get back to me when he's putting AI drones into space

[Lewis Robinson @ExpectingValue]

Some days, I wake up and miss Quindell. We haven't had a good one in a while. It's a sad indictment on the lack of animal spirits that a bloke with a rolodex and a chequebook can't spin up a billion pound valuation in 2026

[Lewis Robinson @ExpectingValue]

@Wexboy_Value

[Lewis Robinson @ExpectingValue]

@GavSmith01 Cheap imitation at best!