bee-emm.bsky.social
Private investor, UK small cap focus. Largest current holdings : #BVXP, #NRR, #CHH, #TFW, #SREI, #SGE, #PHP, #DNLM, #LIO, #BATG
👤 Joined on 21 August 2024
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@bee-emm.bsky.socialAlways enjoyed Phil Oakley's writings and analysis. One of the best investment writers I've come across.
Show PostGreat to hear Phil Oakley once more, despite missing @htviolaheir.bsky.social Can't agree more with the sentiment behind not being able to take a divi back 👍
Show Post#XPS H1 TU. Revenue growth of 12% of which 11% is organic, confident FY Results will be slightly ahead of board expectations.
Show PostNorcros #NXR.L H1 TU is ok, revenue up 19% to ~£220M, underlying operating profit at least £24.6M (21.9M), cash conversion above target, debt expected at £55M (65.8M at 5th April 26). Markets remain subdued but Board expect full yr underlying profit to be in line with expectations (of £54M)
Show PostAdded LBG Media #LBG.L again yesterday. I'm not the only one adding. Following some very large trades going through since the of last week, notification today that Schroders now have a 5% holding.
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