Justin Waite

Reeves considers breaking manifesto pledge with income tax rise to fill £30bn gap Exclusive: Treasury discussions include possibly adding 1p to basic rate or raising higher or additional tax rates

Surprise, surprise!

"Reeves considers breaking manifesto pledge with income tax rise to fill £30bn gap"

www.theguardian.com/money/2025/o...

It’s a huge privilege to say that Investors' Chronicle cover story, this week, is written by me.

You can buy a copy today, or you can take out a trial to get instant digital access online, where you’ll be able to read my feature in full!

www.investorschronicle.co.uk/subscription...

Increased volatility means more focus on the markets which leads to increased volume through exchanges.
#BKS

Bitcoin down -15% since October 6th, below 200 day moving average $BTC - at key level.

Vix has gapped up, US futures looking to extend sell off. Bit of volatility in coming.

Beeks Financial Cloud #BKS breaking resistance and above 200 day moving average.
From Final Results: "Contracts with an additional four of the Top 30 Exchanges at final stages"

The only growth Reeves seems to be achieving is in unemployment. Unemployment claimant count, more than double what was forecast. Employment at 91k vs 232k last period and unemployment up to 4.8%. This is off the back of recruitment down to 2020 levels.

Raise costs on business, this is the result.

Bitcoin $BTC

All because of Trump’s post about tariffs on China? No the U.S. market has a lot of reasons to sell off, his remarks were just the catalyst #IXIC

Conservative Party would abolish stamp duty, Kemi Badenoch tells conference - follow live She says

Tories would scrap stamp duty tax, Badenoch announces
www.bbc.co.uk/news/live/cl...

Ramsdens #RFX "FY25 profit before tax slightly ahead of expectations"

Forecast revenue growth +20%
Net profit growth +39%
Forecast PE of 11

"The Board expects to open between eight and 12 new stores per year from FY26"

If You Focus on the Numbers - This Company is Majorly Outperforming If You Focus on the Numbers - This Company is Majorly Outperforming

If You Focus on the Numbers - This Company is Majorly Outperforming
audioboom.com/posts/878772...

Companies mentioned
1SPATIAL #SPA
BEEKS FINANCIAL CLOUD #BKS
BRAVE BISON #BBSN
QUARTIX TECHNOLOGIES #QTX

This is How Often The Stock Market Drops By Over 5% This is How Often The Stock Market Drops By Over 5%

This is How Often The Stock Market Drops By Over 5%
audioboom.com/posts/878678...

Plus share buy backs, poor UK PMI’s and companies mentioned
Audioboom #BOOM
Ashtead Technology #AT.

YouTube video by Justin Waite CNBC: S&P 500 FORWARD PE & SUBSEQUENT RETURNS

Mentioned this on the podcast yesterday but got a mention on CNBC today.

youtu.be/txbqCVg0K-M

Is The U.S. In An AI Bubble? Will October Be The Pop Month? Is The U.S. In An AI Bubble? Will October Be The Pop Month?

Is The U.S. In An AI Bubble? Will October Be The Pop Month?
audioboom.com/posts/878595...

Also, companies mentioned
Ashtead Technology #AT.
AdvancedAdvT #ADVT
HERCULES #HERC

The FTSE Small Cap #SMX is at a 52 week high and the highest its been since January 21st 2022.

FTSE 100 hit an all time high in June 2025. Is the money from the big caps trickling down? Does not take a lot to move them.

Looks like the AIM All Share is on a break out above recent resistance #AXX

UK set to exempt newly-listed company shares from stamp duty Officials hope the planned move will incentivise businesses to list in London

UK set to exempt newly-listed company shares from stamp duty

The exemption would likely apply for a period of 2-3 years after the co’s stock market flotation.

Officials hope that the move will boost liquidity and incentivise companies to list in London
www.ft.com/content/3204...

YouTube video by Justin Waite Time Finance: 2025 Final Results Interview with James Roberts (CFO)

Time Finance: 2025 Final Results Interview with James Roberts (CFO) #TIME
youtu.be/b4YI33_aDJA

Hackers Should Get a Year in Jail for every £1m Lost Hackers Should Get a Year in Jail for every £1m Lost

Hackers Should Get a Year in Jail for every £1m Lost
audioboom.com/posts/878246...

Company’s Mentioned:
BRAEMAR SHIPPING #BMS
CT AUTOMOTIVE #CTA
ECO ANIMAL HEALTH #EAH
JOURNEO #JNEO
MICROLISE GROUP #SAAS

#TIME Finance FY 2025 Results:

“Record Revenues, Profit Before Tax, Net Tangible Assets and Lending Book”

Revenue £37.1m +12%
Net Profit £5.86m +32%
Net cash £4.97m +1734%

“Group's trading for the current financial year ending 31 May 2026 to be at least in line with market expectations”

Both UK & US Small Cap Indices Hitting New Highs - Positive Sign? Both UK & US Small Cap Indices Hitting New Highs - Positive Sign?

Both UK & US Small Cap Indices Hitting New Highs - Positive Sign?
audioboom.com/posts/878133...

Company’s Mentioned
AMCOMRI GROUP #AMCO
FONIX MOBILE #FNX
KEYSTONE LAW #KEYS
SYSTEM1 GROUP #SYS1
TRANSENSE TECHNOLOGIES #TRT
YU GROUP #YU.

The AIM ALL Share is at a 52 week high.
25% up from the April tariff tantrem low.
#AXX

Who Are NOT Defined as “Working People” in the Budget? Who Are NOT Defined as “Working People” in the Budget?

Who Are NOT Defined as “Working People” in the Budget?
audioboom.com/posts/878061...

Company’s Mentioned
Beeks Financial Cloud #BKS
Personal Group #PGH
Time Finance #TIME
Van Elle Holdings VANL
Global X Uranium ETF #URND

Beeks Financial Cloud #BKS, has entered into an agreement with TMX Datalinx, which owns and operates exchanges across equities, fixed income, derivatives and energy markets, including the Toronto Stock Exchange (one of the world's Top 10 global equity exchanges).

beeksgroup.com/investor-rel...

Do You Have Uranium Exposure? Do You Have Uranium Exposure?

Do You Have Uranium Exposure?
audioboom.com/posts/877709...

Plus Company’s Mentioned Today Incl:
BANGO #BGO
INGENTA #ING
KNIGHTS GROUP #KGH
WINDAR PHOTONICS #WPHO

Brave Bison #BBSN hitting 52 week high off the back of the acquisition and trading update stating: Group expectations upgraded for FY25 and FY26.

Covered on yesterday's podcast - 23:27 in: audioboom.com/posts/877577...

Going Against My Rules I've Decided to Hold This Underperformer Going Against My Rules I've Decided to Hold This Underperformer

Going Against My Rules I've Decided to Hold This Underperformer
audioboom.com/posts/877577...

Company’s Mentioned
BANGO #BGO
BRAVE BISON #BBSN
DISTRIBUTION FINANCE CAPITAL #DFCH
WARPAINT LONDON #W7L

Next Wednesday Warpaint London #W7L release their interim results.

I have written a short article on them - which contains a pleasant surprise:

You can access the PDF at the link below:
www.sharepickers.com/wp-content/u...

Concurrent Technologies #CNC - Record UK defence contract secured for £4m

"This is the largest UK based defence supply contract secured by the Company to date"

"Additional orders expected to continue throughout the 2030s".

concurrent.tech/investors/re...