Pilot by day, amateur investor by night. All opinions my own.

London, UK
Joined May 2009
I don't pay a lot of attention to charts, but I added to #PHP this week on the basis of it sitting just above support, a point it normally rebounds strongly from 8.18% forecast yield (historically growing 5% a year) NAV 99p Discount to NAV 9% DYOR
3
118
Smiths News (#SNWS) TU 📈 Full-year results expected ahead of market exp (£37.2m consensus) ⚽ Record £3m+ boost from the World Cup 🚚 Transformational work underway to expand national network ahead of 2027 contract rollout 📈 SP +4.44% Full results 4/11 [I hold]
6
341
Bought a small starter position in #RMV Rightmove. Op Margin 67.7% PE(f) 13 Yield 2.81% Revenue CAGR 15.6% EPS CAGR 17.5% Just popped above 50dma Company doing all the right things yet share price cut in half due to the perceived threat of AI
1
2
138
#W7L back above the 200dma for the first time in a while. Once a share every PI seemed to own, now firmly out in the cold. Is it a buy at this point? PE(f) 10.7, yield 6.2%, EPS growth 14%.
165
#HICL Infrastructure sell their stake in a French motorway at a 21% premium to NAV. Currently trading at a 26% discount to NAV. [I hold]
1
119
#KGF Kingfisher update ✅Adj EPS +15% ✅Gross margin+80bps LFL sales +1.4% ✅£300m buyback (6% of mkt cap) ✅12.4p div (4.2%) ✅Forecast upgraded £565-625m (was £480-540m) ✅Perfect 100 Stockopedia score 📱Online = 21% of sales 👷 Trade sales 30% of rev [I hold]
1
96
You'd think he'd have deleted this first:
Former chancellor Nadim Zahawi defects to Reform UK bbc.in/4buJVh9
290
5,284
169
33,651
1,323,257
Good to see $NVO creeping above the 200-day SMA. Prices at 2022 levels, but revenue 86% higher and profits 107% higher. Headwinds from the higher efficacy of $LLY Eli Lilly products exist, but they're also the first to gain US approval for tablet form GLP1 medication. [I hold]
3
2
278
Will Santa bring us a 10,000pt FTSE100 before Christmas? +2.6% from here has to be a realistic end to 2026
50%Yes, 10,000 for sure
50%Snowball's chance in hell
16 votes • Final results
1
217
Obviously I mean 2025....
1
157
Naturally this happened the first trading day of the year
1
83
Scores on the doors: ISA 22.7% SIPP 21% Wife 15% Daughter: 15% The first two accounts run on a value / GARP basis performed well. Stars: #IAG #AAF #Gold #Silver #Uranium Latter accounts lower risk, value and income plays. Happy they performed as expected. To 2026!🥂
10
200
I'm not usually one for cheap digs at government efficiency, but the @ONS writing me a letter, purely to tell me they're writing me a letter, really does seem like peak "we have taxpayer money to burn"
1
104
Whatever one thinks of the Budget and the Chancellor’s choices today, it takes real guts to enter frontline politics today with all the scrutiny of family & constraints on life. The vast majority of people wouldn’t do it. Whilst many (myself included) will disagree with some of the policy choices the ChX has made, I am yet to meet a cabinet minister who isn’t trying to do their best for the country as they see it.
116
45
17
307
41,538
#SNWS hitting the mythical 100 StockRank on @Stockopedia Moved my #BATS funds into this a while back. Very happy with the returns so far.
1
151
The Art of NOT Spending Money Picked this up for $5 in an Indian bookshop Turns out great works are available for a great price here - @morganhousel would be proud
1
131
Lucky enough to visit a #BRBY Burberry store in Mumbai today, where a special Diwali inspired scarf could be yours for a cool £650. 50 made, hurry if you want to buy one of the last 9 in stock. Great to see the store so busy in an overseas market like this. [I hold]
221