Mark Spooner

Private investor focusing mostly on UK Growth Companies, ideal holding period, forever. Tweeting mostly around current positions I hold DYOR

[Mark Spooner @markds28]

2025 Portfolio Return 30.6% 😃 from a mix of UK & US positions.
Top 15 $PLTR #VANQ $RKLB #CNC #GDWN #LINV #FCH #COST #CPI $AMZN $NVDA #DFCH #OXB $CIFR #YCA followed by another 30+ positions (mostly not significant one way or other) and a handful of funds. Happy New Year

[Mark Spooner @markds28]

#CWR Ceres Power getting a large write up from this well respected US research firm …. sharing

[Puru Saxena @saxena_puru]

Powering AI: Fuel Cells

Our new research is out, read it below 👇

https://t.co/aki0F3IosZ

[Mark Spooner @markds28]

@investwisely321 You may consider #VLX & #XPP

[Sama Hoole @SamaHoole]

Activist: "Your cows are putting carbon into the atmosphere."

Farmer: "Where did they get it?"

Activist: "What?"

Farmer: "The carbon. Where did the cow get it before it put it anywhere."

Activist: "From... eating?"

Farmer: "From eating grass. And where did the grass get it."

Activist: "The soil?"

Farmer: "The air. The grass pulled it out of the air last spring. The cow ate the grass. The cow breathed some of it back out. It went back into the air it came from."

Activist: "But it's still going into the atmosphere."

Farmer: "It's going back. There's a difference between a thing going somewhere and a thing going back. You've described a circle and you're frightened of it."

Activist: "Then just don't have the cow."

Farmer: "The grass still dies in autumn. It rots where it falls. The carbon goes back into the air either way, just without anyone getting fed in the middle."

Activist: "It's not that simple."

Farmer: "It's grass, cow, breath, grass. Or it's grass, rot, air, grass. Same circle, fewer dinners. If that's complicated for you I'd stay away from the water cycle. That one's got clouds in it."

[Mike @BlackScholesMan]

$ENSI.LSE- a tiny UK chipmaker quietly embedding itself into some of the most important technology buildouts on the planet including $ASTS blue birds!
🧵

[Mark Spooner @markds28]

@SkySportsNews Ban Robbery, using your hands isn’t part of football, shoving a player into another player to create a collision is unacceptable

[Mark Spooner @markds28]

Ed, when the wind don’t blow & the sun don’t shine we importing the most expensive electricity there is when everyone else wants it as we have tiny storage facilities and declining domestic production … we need fossil fuels for affordable energy independence #EdOut

[ITVPolitics @ITVNewsPolitics]

'Those people who say new exploration licenses will somehow create huge amounts of energy for us... I mean, they're just wrong'

Ed Miliband told ITV News that drilling for oil in the North Sea wouldn't bring down Britain's energy bills

[Mark Spooner @markds28]

@RudolphN17 Sounds good Rudolph COYS

[Mark Spooner @markds28]

#VLX With revenue now expected to exceed $1.2 billion & margins above the top end of our target range of 9-10%, the scale and quality of our business has never been stronger. The Board will consider a move to main index. Capital Mk Day 22/4.

[Mark Spooner @markds28]

@vodkaquickstep Will benefit the likes of #NEXS who do a lot of work for the housebuilders

[Mark Spooner @markds28]

@rhomboid1MF #GDWN I was very keen and happily buying, I’ve been hit hard, but I believe the SP reaction is way over the top, the company certainly knows how to take the wind out of our sails after the prior TU. I will be holding and did pick up more at the end of the day. Still a quality biz

[Mark Spooner @markds28]

@martinthebrave I can, have been in $RKLB since $20s and a small position in $ASTS since $30s. Also have a few speculative positions in some smaller players in the space sector $VOYG $LUNR $SPIR

[Mark Spooner @markds28]

@martinthebrave $MU awesome numbers, revenue, margin & EPS for this and next quarters guidance were so far beyond expectations … cheapest way for multi year AI exposure … newish position for me built between January & this week

[Puru Saxena @saxena_puru]

The "Magazine Cover" indicator has fired

Positioning is bearish, extreme fear, VIX is in retreat...

We are getting close to the reversal. The beaten down AI + infrastructure software stocks are coiled springs.

$NDX $SPX

[Mark Spooner @markds28]

@RudolphN17 Talked too soon

[Mark Spooner @markds28]

@grok @memely @StockSavvyShay @FuturumEquities @grok Please compare backlog to market capitalisation

[Mark Spooner @markds28]

@rhomboid1MF That’s a real car-crash … just amazing how badly they messed it up by not being able to deliver the product despite all the effort over the years of lining up the customers … I recall the tax payer will also be out of pocket as well

[Mark Spooner @markds28]

@RudolphN17 My only worry is getting an inexperienced caretaker, was hoping Frank would be the better option to the end of the season. Not so sure after that 1st half, whilst our relegation competitors continue to pick up points ….

[Mark Spooner @markds28]

@RudolphN17 Very similar feeling on Poch, however stick with Frank this season, rather than risk a caretaker, and then get Poch for next

[Mark Spooner @markds28]

@RudolphN17 No doubt you have seen this pod as a great follower of Poch