Thanks James 👍. Positive update if no surprises for those that know it already. Imagine there will be new investors soon. I'm retaining all of my overweight ISA holding till next year at least when capacity is expanded.

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SPCX, SMCI ⬆️, NFLX ⬇️ on reporting post close; Asia tech rallies; but oil edging higher again; low probability Zelenskyy, Putin, Trump trilateral meeting; UK CPI and PPI at 07:00: Asia equities ↗️ small (KOSPI +2.6%) US and Europe equity futures ➡️ Oil ↗️ small Gold ↘️ small Bond Yields ↘️ small FX $ ➡️

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UK inflation data a tick higher than expected:

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SigmaRoc #SRC.L Q3 TU - 'The Board’s view on the full year 2026 outlook remains unchanged' with consensus adj EPS of 11.6p. All sectors grew in Q3 as did total volumes, AB Dolomitas acqn to complete late this yr and earnings enhancing in 2027. Potential tailwinds remain, too early to call arrival.

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recommended cash offer for #AT.L Ashtead Technology at 615p, good contract win for #MSI.L MS International from German defence prime TKMS; lots of in line elsewhere:

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