Mike Jones 🇬🇧

Retired FD mainly M&A, Privatisation, MBO's and PE portfolio co’s. Looking to share ideas/news on UK small co's. All posts personal opinions not advice.🇬🇧

[Mike Jones 🇬🇧 @shares4sharing]

@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

[Mike Jones 🇬🇧 @shares4sharing]

@MerrynSW @VirginMedia_TV UK customer service left the office to WFH and has never returned… widespread neglect of the most fundamental aspect of business… and now atrocious employee relations in hot pursuit! The outlook for UK plc is very worrying.

[Mike Jones 🇬🇧 @shares4sharing]

@Dorian_Belvoir @BelvoirUK @BelvoirGrantham @northwooduk @newtonfallowell @NJHFranchise @BelvoirFranch @louisejgeorge @katefaulkner @AndreaHeadlines @Buchanan_PR Great news Dorian. Well done to you and all your team for another record result against a very uncertain background. I’m sure you will all do your best in 2023 to keep that lengthy unbroken record going 👍

[Mike Jones 🇬🇧 @shares4sharing]

@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.

[Mike Jones 🇬🇧 @shares4sharing]

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 💩. Congrats to you who did better and commiserations to you who did worse.
#SlavaUkraini and a very happy New Year to you all

[Mike Jones 🇬🇧 @shares4sharing]

@nicktudor100 Well done Nick, that was great Q4 to help pull-back the FY result. Very best wishes for the new year 👍

[Mike Jones 🇬🇧 @shares4sharing]

@brigittamurray Well done Brigitta and best wishes for the new year 👍

[Mike Jones 🇬🇧 @shares4sharing]

@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 🤷

[Mike Jones 🇬🇧 @shares4sharing]

@1James1n1 Interesting that a non-exec director resigned from #AGY yesterday, with immediate effect. Probably didn’t want to hang around for this RNS.

[Mike Jones 🇬🇧 @shares4sharing]

@smarkus Blimey Steve; your joints must be holding up better than mine. Hope you can move tomorrow.

[Mike Jones 🇬🇧 @shares4sharing]

@nicktudor100 Thanks Nick. Hope you and the family get some nice weather and time together over the holiday period. 👍

[Mike Jones 🇬🇧 @shares4sharing]

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 🤞

[Mike Jones 🇬🇧 @shares4sharing]

#SAG trading update confirms results should be ‘slightly ahead’. 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.

[Mike Jones 🇬🇧 @shares4sharing]

@smarkus After yesterday’s 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. 👍

[Mike Jones 🇬🇧 @shares4sharing]

#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!

[Mike Jones 🇬🇧 @shares4sharing]

Re; last week’s 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.

[Mike Jones 🇬🇧 @shares4sharing]

@CottagesTweets @smarkus @fundhunter_co @andrewdc208 @Ronniemarkets I have been VERY impressed with Octopus. It’s customer engagement is first class and, so far, we have joined-in with two of their consumption reduction periods… not for the money savings but for the group-wide initiative to reduce peak demand on generators.

[Mike Jones 🇬🇧 @shares4sharing]

@nicktudor100 Are you on holiday again, Nick?

[Mike Jones 🇬🇧 @shares4sharing]

@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

[Mike Jones 🇬🇧 @shares4sharing]

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 🤦‍♂️
Good luck for Dec everyone.
Enjoy the festive season and #SlavaUkraini