Edward Roskill

[Edward Roskill @RoskillEdward]

#PAT Panthera. Interesting highly asymmetric risk/reward. I have taken a material position at 7 pence and added more up to 9.5 pence. A good write up here - https://t.co/B1fFuajezw

[Edward Roskill @RoskillEdward]

@SamsungMobile I just HATE this latest Samsung update and changing the look and feel of settings etc. Fine to do security patches but STOP trying to control what I do on my phone. You ROLL IT BACK or I never buy another Samsung product EVER AGAIN.

[Edward Roskill @RoskillEdward]

MIDAS SHARE TIPS: Home in on cash from PRS Reit https://t.co/1BTxRqOoBi via @ThisIsMoney

[Edward Roskill @RoskillEdward]

@inflexion @infrontfinance Many congratulations to the Inflexion team responsible for this investment. My experience as a customer says it is very poorly managed. Wonder how long it takes the Inflexion partner responsible to call me.

[Edward Roskill @RoskillEdward]

Nice to see GMS above 10 pence and pushing towards 15 pence. I should have been more patient with my holding and not sold too early!

[Edward Roskill @RoskillEdward]

@gmsuae Gulf Marine #GMS I rarely tweet stock picks. But this is worth a mention. Strong recovery potential. PE of c 2.5 (FY Dec 21); eps growth + 30% for FYDec 22; high utilisation and improving day rates. $1k /day uplift to av. day rates = $4m EBITDA extra drop through.

[Edward Roskill @RoskillEdward]

Target price for end 2021 - 8 pence; target price end 2022 - 15 pence vs 4 pence today (assuming no further equity and they refinance/trade through). Watched this stock for 5 years and bought heavily 3 to 3.5 pence. High conviction (but high risk !)

[Edward Roskill @RoskillEdward]

@gmsuae Gulf Marine #GMS I rarely tweet stock picks. But this is worth a mention. Strong recovery potential. PE of c 2.5 (FY Dec 21); eps growth + 30% for FYDec 22; high utilisation and improving day rates. $1k /day uplift to av. day rates = $4m EBITDA extra drop through.

[Edward Roskill @RoskillEdward]

@johnauthers BRILLIANT. just brilliant. An absolute must read commentary. Thank you more than I can say. I subscribed to Points of Return and on account of you then subscribed to https://t.co/xx3OsykJnj. Your business model works! I followed you from the FT. Top quality journslism.

[Edward Roskill @RoskillEdward]

@johnauthers @JonathanJLevin @opinion But there seem clear headwinds to the global economy - rising geopolitical risk and consequent reduction in peace dividend and reversal of globalisation productivity gains. Old saying, better to be roughly right in forecasting than precisely wrong. This is an inflection point.

[Edward Roskill @RoskillEdward]

Get your apology right. MASSIVE inconvenience to almost all of your customer base a little more than "any inconvenience". Total screw up. Lack of contingency planning.

[Virgin Media ❤️ @virginmedia]

We’ve restored broadband services for customers but are closely monitoring the situation as our engineers continue to investigate. We apologise for any inconvenience caused.

[Edward Roskill @RoskillEdward]

#SQZ - Highly dubious deal with Tailwind, giving Mercuria effective control with c 30% stake. Pay in own cheap SQZ shares for Tailwind. SQZ valued at $8 per 2P boe (enterprise value basis) vs Tailwind priced > $18 / 2P boe. Value destruction.

[Trent Telenko @TrentTelenko]

The pattern suggests Ukraine is now using long range, likely propeller driven, 'drone class' cruise missiles for offensive counter-air against Tu-95 Russian strategic bombers.

Cruise missiles that didn't exist at the beginning of the Russo-Ukrainian War.🤯🤯🤯

4/

[Edward Roskill @RoskillEdward]

#ECK - Eckoh - if you want to be economical with the truth, then why should I spend time analysing the investment merits. Total ARR £27.9m vs EV £106m = 3.8x, probably over 4x given inflated ARR. Expensive when only N America is growing, 50% of business has no ARR growth. 2/2

[Edward Roskill @RoskillEdward]

#ECK - eckoh - lovely interim results, excellent at obfuscation - N Am ARR growth 16% organic in 6m, the headline trumpeted 71% (mostly from Syntec acquisition). UK ARR is flat/down on last 6m. Also ARR is not a pure metric but includes "an element that is repeatable" 1/2

[Edward Roskill @RoskillEdward]

Some excellent investment advice nuggets. Worth a read.

[Daniel Mahncke @MnkeDaniel]

Jeremy Grantham manages $70 billion at GMO, a firm he co-founded.

He called the last 4 Big Bubbles in finance, including the 2021 bubble.

Maybe that’s why he is often called a “perma bear.”

Besides skepticism, here are the 9 Keys to his Investment Strategy👇🏼

[Edward Roskill @RoskillEdward]

Well worth listening to @jensstoltenberg on Ukraine and why we need to step up and give 100% support.

[Fabrizio Tassinari @Fatassinari]

“The price we pay is measured in currency.
They price they pay is measured in lives lost every day.
So we should stop complaining and step up and provide support.”

[Edward Roskill @RoskillEdward]

Well worth reading Michael's thread. Very pithy and great clarity of thought.

[Michael Taylor @shiftingshares]

I spent over £15,000 on business education from 4 universities.

90% of it was useless stretched over 1,000s of hours.

Save yourself the time and read these 7 points:

[Edward Roskill @RoskillEdward]

@johnaglionby @henrymance This is encouraging - the Pentagon adopting this open stance at supporting critical press reports which both inform and can help effect change. One of the best aspects of democracy re-asserting influence. Hurray!

[Cliff Levy @cliffordlevy]

The Pentagon’s remarkable acknowledgment of The Times’s findings: “We knew that we had made mistakes; we’re trying to learn from those mistakes. And we knew that we weren’t always as transparent about those mistakes as we should be.”
https://t.co/6nTIxF9uJY

[Edward Roskill @RoskillEdward]

@IAPonomarenko Is this willingly or forceably? If forceably, how can the Ukrainians encourage them to desert and a safe passage to the Ukrainian side?

[Edward Roskill @RoskillEdward]

@lionelbarber - please highlight and help this exiled Russian journalist build her direct subscribers/followers. I have funded her. So important. Good on @FT

[Edward Roskill @RoskillEdward]

An exiled Russian journalist’s diary: ‘How can I help, here and now?’ https://t.co/cAXhijpYl6 THis is REALLY interesting. I have subscribed and supported Farida directly on substack

[Edward Roskill @RoskillEdward]

An exiled Russian journalist’s diary: ‘How can I help, here and now?’ https://t.co/cAXhijpYl6 THis is REALLY interesting. I have subscribed and supported Farida directly on substack