No fin advice given. Pls DYOR. May trade stocks mentioned and/or have bias. Mostly share casual ideas. DM for key holds
Joined April 2021
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I used to come back from Japan with all sorts of Sake and whiskey etc but these days i tend to use any spare weight allowance to fill my case with as many delicious Japanese beers as possible. It feels gorgeous every time I crack one open.
Hammer Cap retweeted
Message from Grant Williams aka @ttmygh
My account has been hacked. Naturally, it’s now being used to push scam crypto bullshit (what else?).
Please disregard anything you see and any messages you get from me until normal service is resumed.
How will you know? I sincerely hope that you do 🤣🙏
Please RT
Sadly started reducing around this period. Exited far too early, failed to maximise on the opp.
Even though share price had moved, the valuation hadn't moved that much in absolute terms as book value was accruing at quite rapid pace. And valuation was still v discounted vs peers
$SWC.AQ Smarterweb - the mind boggles!
Can someone explain why the UK needs "its own MSTR"?
Is it not possible for UK investors to buy a US listed stock?
Why would a UK investor want an MSTR copy that holds a much smaller % of its market cap in BTC, and is very illiquid?
Smarterweb looks like one of the most ridiculously overvalued cases we have ever seen
Is it possible to short companies on Aquis?!
Have also never seen such a large share price gain in short number of days without an accompanying trend of sharply rising volume traded - volume traded lately is not much higher than in early May
Suggests some of the price move MIGHT be from un-natural market influences (ie NOT wholly explained by retail sheep FOMO buying)
Not our usual wheelhouse to comment but couldn't resist
Thoughts?!
Cant get $WISE.L cap markets day link to work ...
vimeo.com/event/4991545
Anyone any advice?
Finding same problem?
What was so bad about #ECOR Ecora results?
Seems v attractively valued and on-trend (copper) to me...
Hammer Cap retweeted
$WEW.GR
Q4 result this morning about as good as could have hoped.
Outlook implies confidence in reaching circa EUR 50m of adjusted EBITDA in med term, versus an EV today 106m. Seems far too cheap
Admittedly, they show some caution for 2025 topline, v wise to do so.
Hammer Cap retweeted
We are a £30m company for the first time. Big moment and sets us up for further growth in 2025. £15m this time last year. Endless thanks must go to our early shareholders. Ever Onwards. #ONWD
Hammer Cap retweeted
Updates from #SNX and #ANG this morning, both of which we covered last week on @VOXmarkets with @CapitalPmh
#ONWD #TRT #MPAC #WNWD #SPR #SNWS #ANG #VNET #SNX #TMG #LIKE #ALU #MBH #BOOM #REAT #CODE #B90
In this fascinating interview, I was delighted again to speak to accomplished fund manager @laurence_hulse of Onward Opportunities, including:
00:00 His investment approach & smallcap outlook for 2025
03:50 Windward
08:45 Angling Direct
12:20 Springfield Properties
16:25 Mpac Group
22:05 Transense Technologies
27:25 Synectics,
33:25 MISSION Group
37:40 Vianet Group
41:00 Likewise
44:40 Alumasc
48:35 Michelmersh Brick
51:50 Audioboom
56:30 Smiths News
60:50 REACT
63:15 Northcoders Group PLC
67:20 B90 Holdings plc
70:45 Favourite stock for 2025
Plus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email [email protected].
Published by @VOXmarkets
youtube.com/watch?v=l_oTne0c…
londonstockexchange.com/news…
This seems like a risky way to expand into the US!
I thoroughly recommend following Laurence's progress at #ONWD.
You can start by watching this interview (from 2 Dec) on @VOXmarkets
youtube.com/watch?v=l_oTne0c…
We welcomed a number of new shareholders to the Onward Opportunities #ONWD 🐆 share register this morning in what is the 41st consecutive month of outflows from UK equity markets. Our encouraging investment returns ahead of target (15% per annum) are testament to the value and opportunities on offer on the public markets and therefore by definition available to everyone unlike private markets.
We set ourselves a stretch target at Christmas last year to double the size of the fund to £30m and this latest raise leaves us within touching distance of that target, having raised over £9m so far in 2024 and supplemented this with investment performance ahead of our target returns. This leaves us in the top 10 of all trust/investment company £ issuances this year and amongst prestigious company.
polaris.brighterir.com/publi…
Founder of Revolut explains that 0.5% stamp duty is one of reasons that makes UK market less attractive to list.
(from 29.15, where @HarryStebbings asks whether Nik would list Revolut in London or US)
youtube.com/watch?v=IXubBqd8…
Cost/ben of stock stamp duty to UK seems terrible!
BTW, @20vcFund's pod is bloody excellent for learning about tech investing.
I thoroughly recommend it to equity investors of all kinds.
And @HarryStebbings is an amazing success story.
He / his business/ his broader story will inspire anyone who takes the time to research