Dearg Doom

Nova Nordisk $NV0
Share Price $45.39 ( pre-open)

Catching the knife here.
Bought a core position.
Average buy-in price ~$50.

News below might be the turnaround point to change sentiment!

"Novo Nordisk shares jump as Eli Lilly’s weight-loss pill data disappoints"

www.investing.com/news/stock-m...

Uber Tech $UBER
Share Price $87.08 (-2.58%)

Allowed some profit-taking on the open. Seemed the route of initial direction.

Waited and made my first buy here!

I'm eager to buy again at an even marginally lower share price.

YouTube video by CNBC Television Uber CEO Dara Khosrowshahi on Q2 results: Very excited about the growth and profitability of company

Uber Tech #UBER
Share Price $89.39 (at close)

Results out before the market opened. Met investors' expectations.

However, SP drifted initially due to profit taking. Now more positive.

Intend to make my 1st buy here.

Buying into the CEO's long-term vision.

youtu.be/qSc6Zp3gavA?...

Georgia Capital #GCEO
Share Price 2245p (+1.58%)

H1

NAV per share up 17.7% in 2Q25, driven by the growth of private large portfolio companies and the continued growth in Lion Finance Group #BGEO PLC's share price.

NAV £33.61. Always at sizeable discount to share price.

A core holding for years!

Vistry #VTY
Share Price 597.6p (+1.5%)

CEO buys almost half a million pounds worth of Vistry.

Would've missed but
read @Tradermark72 earlier tweet. Thank you.

Insider buying of that magnitude eases worry and is the further encouragement, I needed.

Increased my holding by 50%.

Inchcape shares plunge as soft APAC demand drives sales drop in H1 By Investing.com Inchcape shares plunge as soft APAC demand drives sales drop in H1

Inchcape #INCH
Share Price 669p (-0.4%)

SP slipping down regularly since July 31st RNS.

Sentiment is negative on no quick rebound.

Averaging down again here.
Quality Mgmt.
The cycle will turn!

"Inchcape shares plunge as soft APAC demand drives sales drop in H1"

www.investing.com/news/earning...

Positive SPs reaction to RNSs this morning.

Zotefoam #ZTF tempted!
However, eps will normalise in H2. Yes, growth over next few years, but not overly exciting as yet.

As a trade, had opportunity to buy momentarily <310p at the off. Hesitated and missed!

Is Smith & Nephew at an inflexion point?

MercadoLibre $MELI
Share Price $2,275 (-% after hours)

EBIT margin down to 12.2%, down from 14.3% a year earlier due to investments in free shipping.

Competitive pressure from Shopee (Sea), Pinduoduo (PDD), TikTok Shop.

EBIT on record high of $825m, but missed $869m forecast.

Close Bros #CBG
Share Price 488p (+21%)

What is today's projected size of likely compensation costs post Supreme Court decision.

£9B - £13B Hmm...

Does Close Bros have its share of compensation payable set aside?

A doubt crossed my mind.

Exiting my position momentarily until I'm more reassured.

Win for Lenders on August 1st

Next RNS on Aug 4th at 7 a.m.

My Wishlist.

FCA could narrow scope—limiting eligibility to cases with excessive undisclosed commissions or where consumer relationships were clearly unfair.

Or Later!

Govt introduce retrospective legislation or caps to limit exposure.

Aug 1st 2025.
A Big Decision Day!

I've been presuming the worst outcome won't happen.

Lenders can then see light at the end of the road.

Close Bros #CBG 394p
Secure Trust Bank #STB 1000p

Bought both cheaply when others were fearful.

Now Both Core Holdings.

Now, I'm nervous!
Hmm...

Ambev $ABEV
Share $2.17 (-5.2%)

Revenue Q1 25 missed due to
challenging volume in Brazil and parts of LATAM.

But Earnings still beat as margin expansion & operational discipline were stressed

Q1 2025 EBITDA rose ~7.9%, significantly beating an expected ~3.1%.

I'm buying back an initial position.

Time 3:22 p.m.

A little over an hour's trade is left today.

Share prices after 75 mins from the open.

More positives than negatives.

No position in any of the companies below.

Only one or two companies below may be of interest to me.

A very busy last day of July with key RNSs from many companies.

Just Group plc holders are going to be very happy today!

The share prices below are the companies' share prices before the 8:00 a.m. open.

USA Health Insurance Sector.

Spreading my investment in 3 large US caps to achieve an overall core holding.

50% in United Health Insurance $UNH

30% in Centene $CNC

20% Oscar Health $OSCR

A slow recovery. All will rise or fall together at different % rate.

Bottoms in SP are surely nearby?

Novo Nordisk $NOV
Share Price $50.49(-6.4%)

A future of increasing annual revenue, but likely on much lower annual profit margins.

Global demand will certainly multiply

New CEO may hasten turnaround

Litigation needed to secure patents.

Fear offers opportunity.
Chancing near a bottom.

I'll buy!

Aberdeen #ABDN
Share Price 198.5p (pre-open)

Interims.

A beat in most areas should see the share price above 200p+.

Outlook reads encouraging.

Medium Risk/Reward!

A Core Holding.

Inchcape #INCH
Share Price 706.5p (at close)

Despite reaffirming FY guidance.

Weak top‑line performance in Q1/H1 and macro uncertainties rattled sentiment.

Operations remain resilient.

Growth pace is slower than hoped.

Cars satisfy a need but also to impress!

I'm Adding Today (Averaging Down)!

Visited #JDW, #MARS & #BME

Wetherspoons constantly busy selling Food & Drink. A Winner!

Marstons didn't serve hot food as ordered. Even forgot some items ordered. Table service failed to clean dining tables. Few customers!

B&M disappointed with range of goods offered. Tough competition. Forget!

Some company with results to be released over the next few days.

Some other companies that are not mentioned below may also release unexpected RNSs.

Why? These RNSs might be about takeovers, profit warnings, share placings, or earnings ahead of expectations!

STV Group #STV
Share Price 147p (-23%)

Dare I Chance Investing?

Is recovery in linear TV ad spend facing more strutural challenges than just a dip for the time being.

STV's net asset value! ?? Hmm..

EPS in past years been very volatile!

Too difficult to speculate and leave a margin of safety!

Close Bros #CBG
Share Price 411p (pre-open)

Sale of Winterflood Securities for £103.9m.

Enhances liquidity and helps to meet capital requirements.

Sharpens focus on core specialist lending and reduces exposure to non-core or capital-intensive businesses .

A Core Holding.
Tempting to Add.

Today's charts for health insurer providers, I've bought

One low risk, one medium risk and one high risk.

I'm busy buying a spread of USA health insurance providers

United Health Insurance $UNH
SP $279.25

Centene $CNC
SP $27.28

Oscar $OSCR
SP $14.63

A different risk and reward profile for each.

Hopeful, I'm buying near a bottom for the sector.

Way back up is not yet in sight.

Treatt #TET
Share Price 198p (-21%)

Many anticipated a profit warning beforehand.

Variables mostly out of mgmt control.

Business is just too subscale!

An obvious takeover target. Won't be left long as an independent.

Opening a starter position today.

SP may drift further! Will then add more.

Almost 45 minutes into today's 24th July's Thursday trading.

There are clear losers: Treatt (#TET), Judges Scientific (#JDG), and Iomart #IOM

Meanwhile, many other stocks are enjoying small percentage gains.

Pulse races on markets opening, volatile markets or markets closing soon!

24th July 2025

Exceptionally busy with RNSs this morning at 7:00 a.m
m.

Share prices are yesterday's close before the open today.

Markets keep rising regardless of known news. Hmm...