2025 review “Could do better”. Stand out winner was #CPI with #FTC not far behind. Funds BlueWhale and JOCHM Income also did well. Steady as she goes from #RKW, #ONWD and #HRI A few small caps pregnant with performance for 26. #OBI, #CKT, #AFC #FCH, #hri Good Luck All

#OBI - more evidence published about the effectiveness of Steriwave ahead of surgury. This time a 51.5% reduction in infection rates. More data to support great hospital adoption and FDA approval.

#STB - Trading in line despite the softer markets. Confident in delivery against medium term growth targets A well run lowly valued company (for now)

#WIX - Strong Q3 from Wickes. Good to see consumers spending some of their savings. "With good momentum across the business, we remain on track to deliver market expectations for full-year profit.”

#OBI - Raises £10m at 10p, a small premium to the pre suspension price. Co funded now until 2028 when their nasal photo disinfection treatment is expected to be approved by the FDA in the US market. Congrats to mgmt on an impressive achievement.

#VLX - Record H1 revenues and FY profits to be at top end of expectations. Strong balance sheet will fund further M&A and buy backs. Everything is looking good. Hats off to mgmt.

#ANG - Strong UK performance held back by weaker Europe. The new year has started positively despite the tough trading environment

#IPX - Outflows continue but mgmt believe that improved equity performance means they are past the worst...

#MARS - What a cracking trading update to wake up to Profits above top end and mgmt confident about future profit growth

#CAV - a really interesting day yesterday at the Cavendish conference. Thanks to all for making it happen. Great meeting with #FCH #ASAI #PRTC #KOO #FNTL

#CAML - Q3 trading in line. Proposed Cygnus Metals acquisition proceeding to plan “Q3 2026 was a positive period for CAML, with good progress on all of the main elements of the Company’s strategy."

#LIKE - Game over for Headlam as Likewise buys a number of assets from the and becomes the UK's largest floorcoverings company. Tony Brewer, CEO has patiently built up this new business and now they are NO.1 would expect profits to increase significantly

#CKN - Trading significantly ahead of expectations

#KMR - confirms they have received a non binding proposal from International Resource Holdings about a possible cash offer.

#JDW Decent performance in tough markets, helped by good summer weather. Chair Tim Martin articulates his thoughts on the case for a VAT cut for the hospitality sector - will the government listen?

#CPI - Updates on CSPS. Improvements made in August and September but still more to do. NAO doing their job and reviewing the administration

#SKL - Another excellent set of results from Skilcast Reiterates FY to be inline with mkt expectations

#OBI - Excellent interims with revenues up 23% Next 12 months all about gaining FDA approval, entering largest health market and growing sales in ROW. Funds in place to mid Q4. Announces opening Capital Access Window. Shares suspended

#SAGA - Trading ahead of expectations. FY PBT "to be materially higher than in the prior year and in the range of £65-70m." Medium term £100m PBT target expected to be achieved earlier than 2030 target. Turnaround is really gaining momentum