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.

[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]

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]

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.

[Saesch @SaeschInv]

@olliejmorgan https://t.co/AXd6IvLBow Yes, note says 'worth a look when industry recoveres', top-line seems to recover in FY26 but margins still low. Might be the bottom yes, thank you.

[Saesch @SaeschInv]

Today, a pharma distributor with over 50% market share in its home market, with ambitious growth plans and a good track record. #UPR

Link in bio or below.

[Saesch @SaeschInv]

@joinyellowbrick Wdym you can't just vibe code a bloomberg terminal??

[Saesch @SaeschInv]

#UPR $UPR.L

[Saesch @SaeschInv]

Link: https://t.co/cxEdAeIkNt