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
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]
Andy retweeted
Replying to @conkers3 @Belcourtoi @jeffprestridge @_investorsummit @annabelbrodies @SKellyCEO @John_Stepek @Frencheconomics @xGeorgeCooper @HTVIOLA @EMR_Recruitment @MarkDampier @battlebus141 @MY21_Oracle @jimgannonuk @1matthewgray @MathewGregory5 @karenwi17092279 @RogerGreen2009 @Kirsty_Doyle_ @tradermark72 @steady_profits @Jarvy55 @Jam4u_75 @Richyf321 @Mike24775926 @MikeSchiemer @RegHoare @Dave76s @TunbridgeJacqui @amandainvests @EduardMallia @mhewson_MCH @MrMBrown @Gerald_Ashley @pauledenbrow @CharlieHuggins_ @FundFanatic @copytaster @michelle191066 @sunsuneti1 @uziel @fei5al @pdosullivan @S_M_Investor
UK shares trade at about a 35% DISCOUNT to global peers.
✅@_investorsummit #LWDB's Laura Foll investigates "Where UK equities are mispriced"
✅Nick Britton @AICPRESS, Jean Roche #SCP & Richard Shepherd-Cross #CREI will discuss, "Great British Bargains"
🎟️investorsummit.co.uk/tickets
This was a smashing event last year.
Very much looking to seeing faces old and new at this year's return 🍻
Replying to @conkers3 @purestockfacts @MarkDampier @AnneAshworth @CharlieHuggins_ @HTVIOLA @FundFanatic @Gerald_Ashley @PolemicTMM @John_Stepek @Jam4u_75 @PETERMINIHAN @copytaster @DianaEPatterson @GeorgeO @wheeliedealer @claudiohfox @Bouncetrade @MY21_Oracle @marxnd @sanjkareer @TheReluctantIn2 @achildofthe70s @AlgyHall @TheIdleInvestor @IChronicle @fei5al @RegHoare @NickBritton_ @YstoneAdvisory @jerskillington @PoolbegPharma @Schroders @rwstone1 @n20investor @harrimanhouse @YahooFinance @MenphysUK @BlueWhaleCap @rosaltmann @jeffprestridge @WatcherGuru @xGeorgeCooper @Equitile @FT @AICPRESS @annabelbrodies @masterinvestor @ShareScope @Frencheconomics
🌟The hugely successful @_investorsummit
returns to The Brewery, London on 18/9/26🌟
BUY your early bird 🎟️tickets here investorsummit.co.uk/tickets now & join 350+ attendees
For a day built for investors, professionals, analysts & advisers who value wininng insights & connections.
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
#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%.
#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]
#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]
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 resultsI'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"
Good listen this 👇
Replying to @conkers3 @Jam4u_75 @annabelbrodies @_samdb @PETERMINIHAN @copytaster @LondonSouthEast @DianaEPatterson @GeorgeO @HTVIOLA @Ramraj35hotmai1 @wheeliedealer @claudiohfox @Bouncetrade @MY21_Oracle @DonaldLeggatt @purestockfacts @marxnd @sanjkareer @TheReluctantIn2 @SethLevine2 @achildofthe70s @ElizabethGooch @AlgyHall @TheIdleInvestor @ShareScope @MarkDampier @John_Stepek @IChronicle @fei5al @RegHoare @NickBritton_ @YstoneAdvisory @FundFanatic @jerskillington @PoolbegPharma @Schroders @rwstone1 @n20investor @AICPRESS @harrimanhouse @masterinvestor @YahooFinance @peteratcmc @Joe_Jowett @_investorsummit @AnneAshworth @MenphysUK
🔥#TWINPETESINVESTING #Podcast 168: Winning stock ideas for 2026. The best dividends paying #INFRASTRUCTURE play? #CRH #FRES #HOC #GOLD #SILVER #TIN Investing #OHGR #ATM #LITHIUM @AubreyCapital, @MenphysUK Charity fundraise & more
youtu.be/5uDOlhHAvKw?si=S3Q7…
open.spotify.com/episode/6BZ…
Andy retweeted
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.
#SNWS hitting the mythical 100 StockRank on @Stockopedia
Moved my #BATS funds into this a while back. Very happy with the returns so far.
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
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]



















