Gamwah

Capita and Zoetfoams reported today. I’ve been battling not to sell either and ignore the noise. Both up are up so would have been frustrated had I not trusted my research etc and followed the crowd for once 😀. #ZTF, #CPI

#CAV🆙 +11%✅ 12.5p✅
👍SOTP value being identified.
My Mini Boss👧will be happy😂

MT #MarkKleinmanSky
Revealed: S&W has made an unsolicited approach to buy the M&A advisory arm of #Cavendish, the London-listed investment bank, amid a dearth of capital markets activity news.sky.com/story/smith-...

Thankyou - saw the RNS interesting!

#MEGP up 8% on no news. Anyone know why?

#STVG bought small starter amount been watching and seems to be moving now. Catalyst near lows due a bounce? Naked Trader has bought and been and Panmure note shows 2030 growth plans:

bit.ly/3Yt8ZLc

From SAJ3 ADVFN - InPost has confirmed it is switching off some of its over the counter (OTC) parcel service stores as part of an overall network expansion powered by PayPoint's CollectPlus network. The move will benefit PayPoint stores picking up standard 25p per parcel £10,900 per year.

#PAY - Paypoint - interesting spike in this one today.

#KIE looking good at the moment - Looks good value Mcap - 741 - PBT - 127 - Net borrowing -117.

Hopefully July update will be a catalyst.

#ztf - Up again ( 5%) Looking good here - finally back in profit and glad I held due to good fundamentals. Hopefully it can keep pushing from here!!

#COST AGM TU. Trading in line, expects to meet 4.5% operating margin with year end net cash of £180m still targeted. Bid activity still high with £4.5bn of forward work.

Looking at #spsy off 52 weeks lows of 1.92 - anyone else in this?

Fcasts down for 2026 but net borrowing to increase and £25 PBT - £103 MCAP still looks good value

#ztf bought a bit more on the potential Vietnam trade news - hoping to be the catalyst for a return to 3+.

#kino sold out had small amount wish had bought more now!! #takeover

Good update from #PTAL today IMHO.

Excellent production numbers 23281 BOPD

Cashflow 48 million

Solid cash balance 113.6 million (exactly what’s needed in a low oil price environment)

Oil price is a concern but they are managing it by reducing OPEX and potentially deferring CAPEX

Thankyou - Market seems happy with today’s update.

My thoughts on today’s update?

#ptal Second best quarter up 6%- I am down here still but dividends and performance are keeping me in. Worries about protests and river barge levels etc Below from X - really good follow #surprised_trade

Bought small amount of #kino - been watching for a while bit of activity today so maybe TU soon as a catalyst for this one. Can’t only buy a small amount

Is this a sign of peak panic/fear? Been reading about headlines and the impact they have and the need to be contrarian. #skepticalnvestor

Reading the skeptical investor by John Stepek - easy to read so far and alongside Naked Trader might be a fav!

#BILN sold on that PW - 15% hit fear it will keep going lower now. Will keep a watch and look to buy back at a lower price!

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#RFX.L - 1H TU
✅"the Board now expects FY25 PBT to be at least £13.0m (FY24: £11.4m), which is ahead of previous expectations"
✅Precious Metals purchase up 50% on PY & Jewellery up 15%. Pawnbroking up 10%, fx in line with PY.
➡️Sustained high gold price a contributing factor in upgrade.

Shorted ftse to late so just closed made tiny profit need to be quicker.

Just read may be a pause so bought #JD / #Shel #VOD

Hoping for a good bounce

Take a huge hit last 3 days

Sold part #CPI and #SUP at bottom as much down by 40% then it bounced 😢.

#ztf good news?

Yes - feels very bi polar at the moment and Trumpy is not helping!!

I thought this would tank on that update - shows how little I know!

#ZTF Singer reiterate Buy with TP unchanged at 590p. Valuation at odds with the growth opportunity.

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#CPI Capita - Contract extension valued at £97 million, is an expansion of the existing Royal Navy contract and will commence on May 1, 2025, for a term of seven years and 11 months. The Royal Navy training contract now has a total value of c.£1.3 billion.

Hoping this is the year this one turns!