@HTVIOLA

Co-host of the Twin Pete's Investing Podcast and writing about my journey #Investing in #Stocks. Also present on Bluesky @htviolaheir.bsky.social

London, England
Joined May 2012
🌟 #TWINPETESINVESTING 188 now live 🌟 Tune in to hear @conkers3 and I exploring potential winning opportunities on AIM including #LIKE #RGG #CHRT #EGT #IQE #MAC #GPP and more! Please remember to like, subscribe and comment 🙏 youtu.be/CB1h9bFHpDo?is=fpTl…
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Henry Viola-Heir retweeted
Thank you Mat. This new "Finding Winning Opportunities on AIM" #TwinPetesInvesting podcast that @HTVIOLA released is within a 48 hours timeframe, the most listened to & viewed episode ytd😊👍. youtu.be/CB1h9bFHpDo?si=FSxj…
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Henry Viola-Heir retweeted
The loss of UK IP (in this case Monzo) to international buyers would be a further signal that domestic scale up capital is scarce. My comments on CGT in today’s Times echo fears that an existing problem risks being made worse.
This is huge. Potential sale of Monzo to NuBank in the region of £8-10bn. This would be amazing for early investors, employees and crowdfunders. It would provide some MUCH needed liquidity. However it would also be another example of a great UK tech company being scooped up by a foreign giant. However, without a functioning local capital market there is no alternative.
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Revenue down 21%. Earnings sharply lower. Difficult markets across several businesses. I look beyond the headline numbers to ask whether Judges Scientific's (#JDG) long-term investment thesis has actually changed. capitalledger.co.uk/judges-s…
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Henry Viola-Heir retweeted
My 71st successful takeover exit in 12 years👍 ✅Harworth #HWG ’s board recommend & back an increased £631.7m = £1.87 p/s cash offer from Peel. ✅The revised proposal, described as Peel’s best & final offer = an 8.4% increase on the 177.5p HWG bid announced earlier this month.
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Judges Scientific (#JDG) H1 results are ugly. ❌️ Revenue -21% ❌️ Adjusted PBT -75% ❌️ Adjusted EPS -72% ❌️ Net debt higher And yet full-year guidance is unchanged. That makes the recovery in orders the most important number in today’s update.
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Balance sheet also deserves watching. Adjusted net debt: £45.3m Gearing: 2.1x vs 1.5x at FY25 Cash conversion remains decent at 90%, and bank facilities have been extended to 2030. But I’d rather see deleveraging than aggressive M&A until earnings recover.
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The 10% dividend increase is a strong signal of management confidence, but H1 cover is only 1.1x and the Board itself says that is unsustainable. My takeaway: Terrible H1. Encouraging order recovery. FY26 guidance now carries much more execution risk. I continue to hold.
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Henry Viola-Heir retweeted
A big thank you to @conkers3 for starting @_investorsummit last year as the forum for UK investors and financial community. It was brave & bold. @_investorsummit serves an important purpose for UK growth, fund managers and retail investors #Leadership #Innovation #Growth
Sending Sunday blessings🌞to every contributor & attendee that ensured an outstanding, memorable & hugely successful @_investorsummit 2026 🙌 A huge THANK YOU from @_samdb, the #InvestorSummit team & I👍 nitter.cf/conkers3/status/210023… 😊How was your day at #InvestorSummit2026?👍
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Henry Viola-Heir retweeted
Sending Sunday blessings🌞to every contributor & attendee that ensured an outstanding, memorable & hugely successful @_investorsummit 2026 🙌 A huge THANK YOU from @_samdb, the #InvestorSummit team & I👍 nitter.cf/conkers3/status/210023… 😊How was your day at #InvestorSummit2026?👍
This Friday, we'll showcase the immense talents of the UK's finest minds, Investment Trust / Fund managers, Pension experts & investors from across most Investment & Financial specialisms DON'T MISS OUT! Join 450+ attendees Buy your @_investorsummit🎟️ investorsummit.co.uk/tickets now
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Henry Viola-Heir retweeted
This chart is very bad news for everyone, more households are net gainers than contributers and it's getting worse. Do not assume there will be a meaningful state pension in the future. We all need to save and invest for a secure retirement, the current system is not sustainable
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Really hope Mr Buffett is OK. This felt rather sudden. He's been a huge inspiration and rolemodel for me both as an investor and intellectually.
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Central Asia Metal's (#CAML) Cygnus acquisition has cleared another hurdle. The issue now is what this makes the company: a dependable cash-generative miner acquiring a potentially valuable growth pipeline, but also accepting materially more development risk. I continue to hold.
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A HUGE thank you to everyone that came to see @conkers3 and I today at the @_investorsummit. Amazing to meet so many supporters of the pod - it's a pleasure to be a co-host. Big congratulations to @_samdb, Peter and the team that pulled the day together. It was a blast!
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