#CCC Computacenter are certainly on a role at the moment so well done to shareholders 👍 Q3 now ahead of expectations with: “record committed product order backlog1 of £12.6bn, versus £9.3bn at the end of June, and a strong pipeline of opportunities in North America and the UK”

#PLUS a very nice start of the week for Plus 500 shareholders with my favourite expression, ahead of expectations for revenue and EBITDA (grrr) Better performance due to continued market & product expansion and acquisitions Good to see (even if I’ve never owned it 🙄)

A down 🐍 week 😢-0.9% to be +17% YTD Reduced #CRW as it’s not recovering ⭐️ #MSI Oil shares 🐶 #SNX #GAW (again) Was tempted by a few #BMY this week & a few more Mystery Share (to be revealed) Currently meant to be on holiday in the Outer Hebrides but ferry was cancelled 😞

#DEBS An improving picture but still loss making: “Both periods include non-cash lease credits (c.£40m relating to the US distribution centre sublease; H1 FY26: £34.3m relating to Daventry); excluding them, the loss before tax narrowed from c.£52m to c.£12m” 👀

You know you’re in for a tough day when even the London stock exchange RNS service isn’t working 🤦🏻‍♀️ Off to Investegate I go…

#ATG Looks to be trading ok, guides FY26 revenue & EBITDA slightly ahead 2 things look interesting here: 1 Will FitzWalters return with a fresh bid approach 2 The form the capital return will take “the Board is considering options for returning excess capital to shareholders”👀

#NIOX looks like Niox’s Tender Offer was ridiculously oversubscribed😳 Shareholders were given the opportunity to tender 3.7% of their shareholding at 80p Turns out 51.1% of all the company’s shares attempted to be tendered Given the share price is currently 66p I can see why🤷🏻‍♀️

#MSI are really spoiling us now a second contract announcement in 1 month! And this ones also a goodie It’s to provide 12 Gunn systems to the German navy’s F128 programme with a total value of £29.7m I hold & may now need to go for a little lie down…

#AT. Another Day Another Takeover This time the previously proposed bid for Ashtead Technology becomes a recommended bid at 615p cash The shares closed at 530p last night suggesting the market wasn’t sure this was going to happen Looks a reasonable premium for shareholders 👍

#DFS It’s interesting to see the changes in the top shareholders list at DFS Furniture 👀 Fidelity have further sold down their holding from 9.46% to just 4.71% now While we’re yet to hear who’s bought them its possible that Man Li Wong has increased his shareholding🤔 I hold

#GEN Genuit/ex Polypipe is on my recovery watchlist but after todays TU it can languish there a bit longer It’s a Profit Warning ⚠️ due to the warmer weather ‘Challenging’ doing the heavy lifting as they lower PBT to £84m from £91-96m *a bonus point for incl market expectations

#CRPR What a difference a month makes From inline in early September to an ahead of expectations in October👍 It’s the paper & packaging division which has performed better EBITDA now 10-20% ahead of expectations *tho it would be nice to know the impact on profitability too🤔

There was far too much red in my portfolio today & not enough blue So here’s a photo of Brora enjoying our beach walk earlier today 💯 blue

#GAMA Gamma & it’s prospective bride👰 Epiris remind shareholders that they are the only gig in town & they’d better get a wriggle on & vote if they want the deal to go through Shareholders meeting adjourned to give recent shareholders (merger arbitrage funds) time to vote 🤔hmm

#VLX Volex shares have twice now bumped their head on the 700p level & fallen back- will today’s TU be enough to push them above it ⛰️? Record revenue & Profit to be towards the upper end of expectations at c$150m 👍 *and a bonus point for including what market expectations are

#CNS As mentioned, I picked up small parcels of Corero in August at between 6.5p-7.5p as Saba messily exited their Herald IT holding Added at 11p The shares have had a lovely rerating this week so I trimmed half at c14p As I’ve been heard to say before, why didn’t I buy more🙄

A completely flat week, which given the FTSE fell this week, I’m happy to take 😮‍💨 YTD +18% ⭐️ $IMO #CNS #SNX Oil stocks 🐶 #RGG A couple of minor tweaks which I’ll tweet in a mo Loving the autumnal sunshine so hope it’s sunny ☀️ with you too 🍂

#SDG For any shareholders in Sanderson Design PLEASE remember to VOTE 🗳️ in the upcoming General Meeting on 29 October I am voting to remove the Chair, Dianne Thompson ✅ Reasons given here: lbvam.com/assets/news/LBV-Re… Apathy is the enemy of change so please vote 🙏

#GHH I see that I’m about to wave👋🏽 a fond farewell to Gooch & Housego after it’s 1230p bid Total return, excluding dividends, +62% (bought Dec 25- Mar 26) Looks like the money should arrive in the next 14 days so shares shopping list📝 at the ready This is the bit I like best😁

#WISE has had a rather turbulent year & the shares are -19% over 1 year as a result However Q2 looks to be on track “FY27 income before tax..margin around the top of our 20-25% range. For H1FY27, we expect the IBT margin to be c.23%” Will we see a rerating today? 👀