Saesch

Exploring AIM: A-Z Part 11 Indie Games, Cinemas & Media Productions next to the usual AIM Adventures.

Part 11 is out.

Indie Games, Cinemas & Media Productions next to the usual AIM Adventures.

increasingodds.substack.com/p/aim-a-z-pa...

Exploring AIM: A-Z Part 10 Special Situations: Cash Offers, suspended Operations, suspended Trading.

Part 10 of my A-Z on AIM is out.

Many special situations, matching that: #ESO, a special situation PE player. Only one for my watchlist, but likely some more interesting names for others.

increasingodds.substack.com/p/aim-a-z-pa...

Exploring AIM: A-Z Part 9 Marketing, Marketing, Marketing, ...

Part 9 of my A-Z on AIM is out.

In this one you’ll find many marketing businesses next to an interesting niche bank $DFCH.L #DFCH, professional services, PE and as always: at least one pre-revenue energy/mining company.

increasingodds.substack.com/p/aim-a-z-pa...

Exploring AIM: A-Z Part 8 Family Businesses, an Activist Fund and boring Locksmith Services

Part 8 of my A-Z on AIM is out.

The next 20 tickers. Some pharma software, a locksmith roll-up $CSSG.L and a veterinary service facing regulatory pressure $CVSG.L, three for my watchlist.

increasingodds.substack.com/p/aim-a-z-pa...

Exploring AIM: A-Z Part 7 High-Tech Defense and a Share Cannibal in between the usual AIM shitCos

Part 7 is out.

The next 20 tickers: This one won’t disappoint you if you love pre-revenue companies, lol. In between you’ll find some quality defense stocks and a rare european share cannibal, one for the watchlist.

increasingodds.substack.com/p/aim-a-z-pa...

Exploring AIM: A-Z Part 6 Scotish Football, British Wine and Asian Metals

Part 6 is out. The next 20 tickers: Scotish Football, British Wine and Asian Metals. 5 for my watchlist, only 2 pre-revenue companies, some actually interesting mining/energy ones for investors interested in this field.
increasingodds.substack.com/p/aim-a-z-pa...

Exploring AIM: A-Z Part 4 High-tech anklets, stacked clay and learning about the Brave Bison.

Part 4 is out, 25 tickers: High-tech anklets, stacked clay and learning about the Brave Bison.

4 made it on the watchlist again, the most interesting is a boring brick distributor.

increasingodds.substack.com/p/aim-a-z-pa...

AIM A-Z part 3 is out:
25 tickers, the first bank, Buy-Build-Exit strategies, Ashtead spin-off and the usual mining ShitCos. increasingodds.substack.com/p/aim-part-3

Part 2 is out! 20 tickers: Many commodity businesses, 2 companies that may leave AIM as they may go private and a angling retailer buying back 15% of shares. increasingodds.substack.com/p/aim-a-z-pa...

Exploring AIM: A-Z Part 1 A ticker-by-ticker walkthrough of the Alternative Investment Market.

Part 1 of my A-Z walkthrough of the AIM segment in London is out.

Giving an introduction to the structure of this series and looking at the first 15 tickers.

5 made it on the watchlist: $ABDP.L $ACSO.L $AEO.L $AMS.L $4GBL.L

increasingodds.substack.com/p/aim-a-z-pa...

Increasing Odds | Saesch | Substack Personal investment blog: About small/mid caps + random investing thoughts. It's all about increasing the odds for successful investing. Stay humble. Click to read Increasing Odds, by Saesch, a Substa...

Will start an A-Z journey through the London AIM market. First article on the first 15 stocks will be out tomorrow.
increasingodds.substack.com

#VLX Volex operates facilities in Mexico & China, it's about high volume - low price for many of their products.
In the US they rather operate specialized facilities, close to certain customers.
So I would expect to see negative impacts due to the tariffs for #VLX.

#VLX Volex Q3 Trading Update:
Ytd 9,6% organic growth, Murat Ticaret performing well as we know despite Off-highway showing a slowdown. Medical weak, Consumer Electronics & EV strong.
Maintaining 9% organic growth and margin target for the full year.

50/50 right now

Dank dir 🫡

Thanks Sutje 🫡👋

A Year of Cash and Calm: Reflections on 2024 About Fomo, Poker and Lessons from a year with >50% in cash

My 2024 recap:
increasingodds.substack.com/p/2024-recap