#CNE🆙 +6%✅£2.83✅
Ytd $CNE shares 🆙+45%✅

📢POSSIBLE TAKEOVER OFFER
Capricorn Energy has confirmed receipt of multiple unsolicited, non-binding proposals from Alamadiyaf al-Masiyyah for Trading LLC for a possible all-cash acquisition of the company's issued & to be issued share capital.

WINNING QUALITY COMPOUNDERS YouTube video by Conkers Corner

#TWINPETESINVESTING PODCAST 174 NOW LIVE

Tune in to hear @conkers3.bsky.social and I on the hunt for long-term compounding winners including $WM. #ROR #HLMA #RTO #IMB #BATS and more!

Please remember to like, subscribe and comment 🙏

youtu.be/NG4iOeloG64?...

#LGEN❌ -6%❌ £2.43❌
$LGEN FY25 results:
✅PBT 🆙+143% to £807m (< estimate & the consensus)❌
✅Core op. profit 🆙+6% to £1.6bn
✅Core op. EPS 🆙+9%
✅Dividend per share of 21.79p, 🆙+2%
✅Solvency II coverage ratio of 210%
✅Launched its largest-ever share buyback of £1.2B
😊I continue to hold✅

#RIO 🆙 +3%✅£68.37✅
✅Rio Tinto has successfully shipped its first commercial shipment of #lithium from the Rincon project
✅ $RIO is expected to deliver approximately 53,000 tonnes of lithium carbonates annually for 40 years
mining.com/rio-tinto-sh...

I continue to hold #RIO.L.

#PSN Persimmon Plc reported a strong FY financial performance:
✅ Revenue +17% to £3.75bn
✅PBT +11% to £397m
✅New home completions +12% to 11,905
✅U/PBT +13% to £445.6m
✅U/PBT +17% to £472.1m
✅ $PSN Dividend unchanged @ 60p ps.
✅Upbeat 2026 outlook

bsky.app/profile/trad...

#ROR FY results:
✅Revenue +3% to £777.3m
✅Order intake +5.2% to £782.6m
✅Adj. operating profit +7.3% to £191.5m
✅Adj. operating margin +100bp to 24.6%
✅B/ EPS increased to 17p
✅T/Dividend +7.1% to 8.30p p/s
✅ #Rotork expects further progress in 2026

✅ #PAF Pan African Resources has agreed to acquire 100% of Emmerson Resources.
✅With Emmerson shareholders #ERM.ax receiving 0.1493 new Pan African shares (ASX-listed CDIs) per $ERM share, implying an equity value of c. £163m (A$311m)
✅A 36.4% #MNA/ #takeover premium to the last sp close.

#CKN
❌Clarkson reported FY, with underlying PBT of £90.6m Vs £115.3m in 2024.
❌U/ EPS of 225.8p Vs 286.9p YoY
✅FY dividend £1.12 +3%, marking its 23rd consecutive year of dividend growth.
✅The forward order book for 2026 stands at $244m Vs $231m YoY

bsky.app/profile/trad...

Fund managers Keith Watson & Robert Crayfourd have RESIGNED from Manulife-owned CQS. Golden Prospect #GPM 1 of 3 listed funds they run, served protective notice. CQS Natural Resources Growth & Income #CYN “considering" its options. No comment yet from #GCL
www.londonstockexchange.com/news-article...

Aviva hikes dividend 10% and unveils £350m buyback as 2026 targets delivered early Aviva PLC announced a 10% increase in its final dividend alongside a £350 million share buyback as it posted results for what chief executive Amanda Blanc...

@olihaillbiz.bsky.social Aviva hikes dividend 10% and unveils £350m buyback as 2026 targets delivered early
www.proactiveinvestors.co.uk/companies/ne... #AV. #Dividends

🔥 #TWINPETESINVESTING #Podcast 174: Long-term winning investing compounders for every investor. #HLMA $WM #ROR #IMB #BATS #JDG #RTO #CAML #LSEG #Dividends #WarrenBuffett #PISCES #JustGiving Charity

www.youtube.com/watch?v=NG4i...

open.spotify.com/episode/2UyQ...

podcasts.apple.com/gb/podcast/t...

Quality Compounder #ALW
Alliance Witan FY results:
✅Highlighting a 59th consecutive annual dividend increase to 28.32p per share, a 6.1% rise from the previous year.
- NAV Total Return of 4.7% trailed the benchmark MSCI All Country World Index's 13.9%.
- NAV £5.1 billion = £13.372p p/s

Expect more platinum price gyrations, warns WPIC - Miningmx LAST year’s record supply deficit in platinum is expected to narrow this year, but the precious metal will remain sought-after by investors amid complex geopolitics which have increased price volatili...

#VALT❌ -8%❌ £71❌
$VALT 🆙+149%✅since its demerger from #AAL😊👍

Expect more #platinum price gyrations, warns WPIC www.miningmx.com/news/platinu...

#RKT
✅ Reckitt's 2025 FY Results show strong delivery AHEAD OF EXPECTATIONS.
✅Core Reckitt LFL net revenue +5.2%, with our EM continuing to deliver very strong LFL net revenue growth of 14.6%.
✅Final dividend of £1.278, = Total £2.122 +5%
spkl.io/6012AxOAw

#HTG Hunting positive FY results:
❌Revenue -3% to $1,018.8m
✅EBITDA +7% to $135.7m
✅Improved EBITDA margin of 13%
✅Adj. D/EPS +9% to 34.1c
✅Total Dividends declared +13% to 13c p/s
✅ #HTG Sales order book of $358m
👍Proposed second share buyback program of $40m

bsky.app/profile/trad...

✅ #ADM Admiral reported RECORD profits for 2025:
✅PBT from continuing operations +16% to £957.9m
✅Customer base +7% 11.8m
✅UK Motor Insurance delivered >£1B in profit
✅Admiral Money, gross loan balances +24% to £1.46B
✅ #ADM.L #Dividends +7% £2.05 p/s

RNS📸via @entrusttmf.bsky.social 👍

#VTY Vistry FY results mixed.
❌Adj. revenue of £4,155.3m -4%
✅Adj. PBT £268.8m Vs £263.5m
❌Completed 15,658 homes, a 9% decrease
✅Average selling prices +3% to £282k.
✅Net debt reduced by 20% to £144.2m.

$VTY Exec. Chair & CEO Greg Fitzgerald informs of intention to retire
bsky.app/profile/trad...

✅ #GFRD reported a strong HY & anticipates FY revenue & adj. PBT to be ABOVE MARKET EXPECTATIONS✅

✅Revenue +1.3% to £934.9m
✅Adj. PBT +20.5% to £24.7m
✅Secure order book of £4.1B with 98% of projected FY26 revenue secured
✅HY dividend +18.2% to 6.5 p/s

bsky.app/profile/trad...

#CAML❌ -16%❌£1.99❌Stop-loss triggered & exited!

$CAML Sasa zinc-lead mine:
20.5MT of MR at 2.2% zinc & 3.9% lead, & 6.9MT of Ore Reserve at 2.5% zinc & 3.5% lead.
❌The mine life is now estimated to 2034, leading to an anticipated non-cash impairment charge of of no more than $120m.

#GRG Greggs PLC FY Prelims mixed:
✅Total sales +6.8% to £2,151m
❌U/ operating profit -4% to £187.5m
❌U/ PBT -9.4% to £171.9m
❌U/ D EPS -10.7% to 122.8p
✅4.6% increase in diluted operating cash inflow p/s
👍Maintained total dividend per share at 69p

#ABDN❌-8%❌£2.04❌
Aberdeen Group plc reported a mixed performance for the FY 2025:
✅AUMA +9% to £556B
❌Net outflows £3.9B Vs £1.1B
✅Adj. operating profit +4% to £264m
✅IFRS PBT +76% to £442m
✅Adj. D/EPS +5% to 15.7p
$ABDN Dividend 14.6p

Claude is down: What we know about the outage Anthropic's AI chatbot is experiencing "elevated errors."

✅ #REL #RELX✅

Via @mashable.com
Anthropic's AI chatbot Claude is experiencing "elevated errors."

mashable.com/article/clau...

#BP. 🆙+2%✅£4.91✅
👍I've added more $BP.

#Oil prices are skyrocketing! #Brent just hit $79!

Other oil & gas (energy) plays are also having a positive day.
✅ #TLW +22%
✅ #STAR +20%
✅ #JOG +12%
✅ #PTAL +9%
✅ #KIST +8%
✅ #SQZ +7%
✅ #ITH +7%
✅ #ENQ +5%
✅ #HBR +4%
✅ #SHEL +3.7%

😊I've added more #SN.
✅FY revenue $6,164m Vs $5,810m, with u/ revenue growth of 5.3%.
✅U/ revenue growth excluding China was 7%
✅Trading profit up 15.5% to $1,211m
✅Reported operating profit improved 20.7% to $794m
✅ FY $SN. Dividend +4.3% to 39.1¢ p/s

The MARKETS are open🎢😆
🍀Good LUCK everyone🍀

#BNZL
#Bunzl PLC FY:
-Revenue increasing by 0.6% to £11,845.4m
❌Adj. operating profit -6.7% to £910.3m
$BNZL maintained its 2026 outlook, expecting moderate revenue growth & a slightly down operating margin YoY.
✅Total dividend of 74.1p per share, a 0.3% increase

#RMV🆙 +5%✅ £4.51✅
✅Rightmove FY:
✅New #AI-enabled product Online Agent Valuation seeing fastest-ever product uptake
✅Revenue +9% to £425.1m
✅U/ operating profit +9% to £297.7m
✅B/ EPS +15% to 28.1p
✅Dividend +8% to 6.59p
✅2nd March new £90m share buyback program commences
👍I continue to hold $RMV

#Nvidia CEO Jensen Huang "Computing demand is growing exponentially — the agentic #AI inflection point has arrived."

$NVDA Full Year revenue📈:
✅• FY26 $215.9 billion
✅• FY25 $130.5B
✅• FY24 $60.9B
✅• FY23 $27.0B
✅• FY22 $26.9B
✅• FY21 $16.7B
✅• FY20 $10.9 billion

#JUP🆙 +6%✅£1.995✅
Vs my initial buy on 1/9/22 @ >91p✅

FY U/PBT +42% to £138.3m, driven by a significant rise in performance fees to £120.3m
AUM +19% to £54B
Achieved its first year of positive net inflows (£1.3B) since 2017
Dividend 2.3p p/s & a special dividend of 5.7p p/s
bsky.app/profile/dear...

a man in a suit and tie is running down a hallway and says executives coming through ALT: a man in a suit and tie is running down a hallway and says executives coming through

#EMG Man Group, several board changes:
Richard Berliand retiring as Senior Independent Director on 28/2/26.
Laure Fitch assuming the SID role from 1/03/26.
Ceci Kurzman will step down as a NED at the AGM.
Paco Ybarra will become a member of the Remuneration Committee on 1/05/26.
👍I continue to hold