mbingo

[mbingo @mbingo9]

@HaraldHadrada2 Not sure but either way, defence getting a lot of attention and #rcfx making the right noises.

[mbingo @mbingo9]

@NorthstarCharts Even if it goes red, mid term price rises and I’m happy to buy the miners at this point. US want DXY devaluation. If Oil goes to 150 plus, suspect miners decline but I have plenty of oil stocks too, so feel ok with either. GDX will test 130s+ at some stage and I’ll sell a few ..

[mbingo @mbingo9]

@TheDailyGold @Sorenthek @Brien_Lundin @SeanBrodrick Is it interesting to run an SPX 500 correlation over that?

[mbingo @mbingo9]

@Keir_Starmer Tony Blair is right, it is not fair for working people to uphold a bloated welfare state! Where is the pro business agenda that you campaigned on? Let’s get people working, reward success, let workers keep more of their returns! Make success Aspirational not Taxing!

[mbingo @mbingo9]

@Scaramucci We will end up with a Reform conservative coalition. The welfare state is way too large, productivity is low, regulatory burden unnecessary, highest energy costs out there. We need a pro business, pro growth agenda but it needs to be responsible too! Labour haven’t delivered!

[mbingo @mbingo9]

@baroninvestment @BreakoutCV Would be great to listen if you have the time!

[mbingo @mbingo9]

#RCFX CFO clearly confident in robust pipeline, references April (post period) growth and no need for any capital raising.

[Proactive @proactive_x]

RC Fornax reports strong revenue momentum and expanding defence pipeline @RFornax https://t.co/XxD0hqIWzJ #proactiveinvestors #rcfornaxplc #aim #rcfx #DefenceIndustry #Engineering #UKDefence #Aerospace

[mbingo @mbingo9]

#rcfx https://t.co/BlPVsAdTUN

[mbingo @mbingo9]

#RCFX

[RC Fornax @RFornax]

(1/2) Reports suggest the UK government is placing greater emphasis on ensuring increased defence investment supports British sovereign capability. As defence spending grows, there is rising demand for specialist engineering and advanced technology ⤵️ https://t.co/ZQdoWc5wJJ

[mbingo @mbingo9]

Think a decent update and I’ve added to the position #rcfx

[RC Fornax @RFornax]

✍️ (1/3) #RCFX has announced its interim results for the 6 months ended 28 Feb 2026. Revenue was £2.2m, 40% ahead of H2 FY25, reflecting improved order conversion and an increase of 26% month-on-month. £4.1m in new orders and extensions were also booked ➡️ https://t.co/Q0zR6sHtnC

[mbingo @mbingo9]

#RCFX firm visibility of £5.7m revenue now in 26 FY. £7m cap. £1.8m cash. On the right track and shares should rebound..

[mbingo @mbingo9]

#RCFX turnaround with new orders picking up “£4.1m in new orders and extensions booked in H1 FY26”, SME Procure AI tool on track 26, diversification into Space sector. High confidence from CEO with new sales team delivering.

[mbingo @mbingo9]

@HaraldHadrada2 I’ve bought back a few ..

[mbingo @mbingo9]

@CommodMkt I have a good pension weight to JP Morgan natural resources, it’s my only pension option. I also allocate to ninety one global gold and blackrock gold and general. Do you have a view on any of these funds? Thanks

[mbingo @mbingo9]

@detector_trader if you see any obvious flyers next week, please flag!! Good weekend!

[mbingo @mbingo9]

@detector_trader I don’t like how the new deal is sold as a winner and city oil language towards end RNS.Suggests that it’s all a bit dishonest. Maybe there’s a big explainer on Monday and growth opp but I don’t see the value now esp with convertible loans incoming!My take.Big news.. not obvious!

[mbingo @mbingo9]

@detector_trader still haven’t quite got my head around news at Sabien, very unexpected change of trajectory and chair selling out.

[mbingo @mbingo9]

@detector_trader Sold some - and feel better for it. Bought with city oil in mind. That was a done deal, it no longer is. They have no cash without RPs backing. He is walking away. Heavy insider ownership was another tick. Who is acting for shareholders now? Perhaps the new sea is great, no idea!

[mbingo @mbingo9]

@iamTomOrange @RAParris So the equity has some value?! M2G circa £1m-year revenue..