Retired FD mainly M&A, Privatisation, MBO's and PE portfolio coโs. Looking to share ideas/news on UK small co's. All posts personal opinions not advice.๐ฌ๐ง
@nicktudor100 Hi Nick. Everything is fine. Thank you for asking. I only browse the 7-8am RNS posts now; and occasionally at close of play. Struggle with 'X' and easing into cash anyway. Sold #MTW last year as it was acquiring but not performing for s/holders. Hope you and the family are ok too
@MerrynSW@VirginMedia_TV UK customer service left the office to WFH and has never returnedโฆ widespread neglect of the most fundamental aspect of businessโฆ and now atrocious employee relations in hot pursuit! The outlook for UK plc is very worrying.
@LovelyLovelyLLG Oh Stephen. Sorry to hear about your wife. It must be incredibly hard for you both. Take care and stay strong. Best wishes for the new year.
Dec 2022 #scoresonthedoors
Month -0.1%
Year -12.4%
15 Co's, no trades and ~5% cash
Previous profits much reduced whilst #FDEV, #FCAP, and #WJG just died ๐ฉ. Congrats to you who did better and commiserations to you who did worse.
#SlavaUkraini and a very happy New Year to you all
@1James1n1 I believe it is in connection with alleged money laundering etc. always possible that other connections may be contaminated even if unrelated on the surface ๐คท
@1James1n1 Interesting that a non-exec director resigned from #AGY yesterday, with immediate effect. Probably didnโt want to hang around for this RNS.
I would just like to wish you all my twitter friends and acquaintances a happy and peaceful Christmas.
Enjoy your holiday and come back refreshed for whatever the market throws at us ๐ค
#SAG trading update confirms results should be โslightly aheadโ. Plenty of cash and #TPG acquisition expected to be earning enhancing in 2023. Currency cap for $ now in place. Outlook also encouraging. I hold. Well done them.
@smarkus After yesterdayโs disappointing news from #FCAP nice to see a record performance from another holding, #STEM. Will be interesting to see the final figures when available, but looking good with +19% net fees. ๐
#FCAP Finncap interim results disappointing as loss emerges in line with expectations and significant cash burn.
I suspect recruitment just as the economy / sector turned was not helpful. At least there is now a strong focus on costs (since Sep-22 at least). I hold. Blast!
Re; last weekโs tweets. Octopus Energy advised customers yesterday of a consumption saving period between 5pm and 7pm tonight, presumably to try and avoid switching on coal-fired reserve capacity. Interesting to see if Octopus can close the gap by reducing consumption.
@CottagesTweets@smarkus @fundhunter_co @andrewdc208@Ronniemarkets I have been VERY impressed with Octopus. Itโs customer engagement is first class and, so far, we have joined-in with two of their consumption reduction periodsโฆ not for the money savings but for the group-wide initiative to reduce peak demand on generators.
@JohnDun29653899 Thanks John and well done. #BLV my largest holding having a pull-back on housing sales but rentals and mortgages should be ok. At my age I am increasingly more inclined to distribution than accumulation, so may wind-up the monthly scores after 2022
Nov 2022 #scoresonthedoors
Month +1.1%
YTD -12.3%
No trades. 15 Co's and ~5% cash
Month started well but then faded a little ๐คฆโโ๏ธ
Good luck for Dec everyone.
Enjoy the festive season and #SlavaUkraini