Henry Viola-Heir

YouTube video by Conkers Corner The next FTSE 100 winning stocks?

🌟 #TWINPETESINVESTING 159 NOW LIVE 🌟

Tune in to hear @conkers3 and I explore winning investments from the #FTSE100 including #SN. #REL #AHT #RR. #NWT #AAF PLUS PRIZE WINNERS for the Twin Petes Investing Challenge AND MUCH MORE!

www.youtube.com/watch?v=2gg7...

Following a bidding war for New World Resources, Central Asia Metals (#CAML) has decided not to further raise their offer from A$0.065 a share having been outbid by Kinterra. I continue to hold.

Mony Group (#MONY) has published their interim results for the six months to 30th June indicating:

✅️ Revenue +1% to £225.3m
✅️ Post-tax profit +3% to £45.6m
✅️ Earnings per share +4% to 8.6p
✅️ Net debt -27% to £18.4m

I hold.

#SNR 🆙 +11%✅ £2.10✅
✅An excellent bit of business by Senior, announcing the sale of its noncore & lossmaking Aerostructures arm for £200m
✅Leads to immediate margin & profit improvements
✅Mid-term ROCE target 15-20%
✅£100m to fund debt reduction
✅ $SNR £40m share buyback

YouTube video by Conkers Corner How to find the best quality AIM listed stocks

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Tune in to hear @conkers3.bsky.social and I discuss some quality AIM names including #TAM #NIOX #QTX #RKH #CMCX #MAB1 #FEVR #RMV and much more!

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www.youtube.com/watch?v=4WVU...

Alumasc (#ALU) has published a trading update ahead of their full year results indicating:

✅️ Revenue +12% to £113m
✅️ Pre-tax profit +9% to £14.2m

I continue to hold.

Concurrent Techology (#CNC) has published a H1 trading update indicating:

✅️ Revenue +27% to £21.3m
✅️ Pre-tax profit +4% to £2.4m
✅️ Order intake remained strong at £22m

I continue to hold.

You're right! Clearly needed more coffee - first two figures are their OPERATING PROFIT and Profit Before Tax 😅

Surely they have higher revenue than £125m

Polar Capital Holdings (#POLR) has published an AuM update reporting that as at 30 June AuM was +8% to £23.2bn compared to £21.4bn. I continue to hold.

H1 trading update from Vistry Group (#VTY) today indicating:

❌️ Revenue -22% to £125m
❌️ Operating profit -33% to £80m
✅️ Net debt "significantly reduced" at £295m
✅️ On track to deliver FY increase in profit

I continue to hold.

That's pretty concentrated for my taste - but also much easier to manage! (And significantly de-risked by the high cash %age).

You're spot on there - it's kind of the approach I'm trying take. 100% agree that the smallest are also typically easy pickings for selling and consolidating into my larger positions 👌

🌟NEW BLOG POST🌟

A reflective mid-year portfolio review for 2025 including key investment gains, takeover activity, lessons learned, and plans to simplify holdings. Read my candid update on performance, strategy, and outlook.

theethicalentrepreneur.com/2025-half-ye...

A reasonable concern - on a capital basis, including dividends, I'm on about a 1% annualised return which is pretty underwhelming!

A big component of why I continue to hold 😉

✅ Maintaining the dividend for ~10% yield

Polar Capital Holdings (#POLR) has published their year end results indicating:

✅ Average AuM +17% to £22.9bn
❌ Pre-tax profit -6% to £51.6m
❌ Earnings per share -13% to 36.6p

I continue to hold.

YouTube video by Conkers Corner Would you like a 100% investing return?

🌟 #TWINPETESINVESTING 156 NOW LIVE 🌟

Tune in to hear @conkers3.bsky.social and I discuss some beaten up UK industrial companies including #CRDA #SPX #ROR #RSW, takeovers including #WHR and #SXS and much more!

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www.youtube.com/watch?v=ORfA...

Positive update from Gore Street Energy Storage Fund (#GSF) this morning:

✅ 1p dividend + 3p special dividend expected
✅ New, lower fee structure from Oct 25
✅ US projects now fully operational
❌ NAV at 102.8p (Mar 25)

Results due 17th July - I continue to hold.

A very sound point James! I have really struggled with #WISE and it's on my watchlist. As an investment it hasn't performed at all but as a BUSINESS it's been phenomenal!

I have a different take on #WISE.L:

It IPO'd in 2021 when many overvalued companies came to the market. However the performance of the business since IPO has been phenomenal 👇 and surely it's this that matters more? This was not a junk over-priced IPO, it was a good business but highly-priced imo.

A great blue heron from the neck up, rising from a sea of green marsh grass ©️DTL, 2025

Pleistocene vibes 🪶

Okay this is getting ridiculous.

In addition to the ongoing problems with the UK’s Labour Force Survey, the Wealth and Assets Survey (key source for measuring wealth inequality) has now also had its accreditation revoked due to falling response rates.

osr.statisticsauthority.gov.uk/news/osr-sus...

YouTube video by Conkers Corner STOCKS BOUNCING BACK

🌟TWIN PETES INVESTING #155 NOW LIVE🌟

Tune in to hear @conkers3.bsky.social and I discuss bounceback shares including #RR. #GEN #BWY #ELM #MKS #SXS and more!

Pleasure remember to like, share and subscribe!

youtu.be/A1DUMdzdbts?...

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Another day, ANOTHER takeover - this time, my largest holding - Wa¹rehouse REIT (#WHR) at 109p - which I've held since IPO. Feels a little opportunistic but a good deal for Blackstone.

I held this for years - sold eventually and wondered what I'd ever been thinking. SMS's sheen has definitely tarnished over the years.

Very well indeed thank you! I've been a bit run off my feet recently but currently having a city break in Bath and having a lovely time ☺️

Thank you for your kind feedback TRI and apologies for the slow reply - I'd totally missed your message!

Hope you're keeping well 😊