#POLR 🆙+5%✅ £5.73✅
✅ $POLR's AUM +15.3% to £26.7bn.
✅Investment performance contributed £3.6bn
👍Net flows -£58m Vs Q1: -£0.6bn
✅The pace of end-H1 AUM far exceed previous end-FY26 (31 Mar 26) forecast of £23.4bn.
✅Performance fees are also currently substantially higher

Fantastic to see😊
Sadly the game of Conkers is being banned in most schools in the UK.
😊Such wonderful memories in Conkers Corner👍
Thank you sharing your picture. Cheers Conkers😊from Conkers' Corner😊👍

Gold price tops $4,000 for first time Prices have doubled in less than two years as central banks stockpile bullion and investors pour in to gold funds

$GOLD is currently @ $4,059 per troy oz.
Ytd #GOLD is🆙+53%✅

MT @financialtimes.com
Prices have doubled in less than two years as central banks stockpile bullion and investors pour in to gold funds on.ft.com/3VWQeRL

#MARS 🆙+8%✅42.2p✅
✅Marston's, said it expects to report annual pre-tax profit higher than market expectations
✅As revenue management and efficiency initiatives lift margins despite slowing sales.
🤏 $MARS.L Like-for-like sales grew +1.6%

#RFX ❌-4%❌£3.725❌
MT @TickerOfficial
✅FY25 PBT slightly AHEAD of expectations.
✅Gold buying & jewellery retail segments strong ✅Pawnbroking loan book +8%
✅"The Board expects to open between eight and 12 new stores per year from FY26"
ticker.app/lse/RFX/rns/2025-10-08/Pre-Close-Trading-Update/4443C

Shell expects broadly flat third-quarter result Shell PLC (LSE:SHEL, NYSE:SHEL) said a strong performance from its Integrated Gas and Marketing businesses means that third-quarter trading is likely to...

#SHEL🆙 +1%✅ £27.79✅
✅Gas trading “significantly higher”
✅Oil trading “higher” Vs Q2
Renewables & Energy Solutions adjusted earnings are projected to be between $(0.2) bln & $0.4 bln

MT @proactive investor
$SHEL Shell expects broadly flat Q3 result tinyurl.com/2yuld7gv

#BME❌ -13%❌£2.22❌
❌ $BME expects to report Group adjusted EBITDA (pre-IFRS 16) of approximately £198m in H1 FY26 Vs £274m in H1 FY25.
❌ $BME.L The Group adjusted EBITDA (pre-IFRS 16) is likely to be in the range of £510m-£560m for FY26.

RNS via @entrusttmf.bsky.social 👍

#GGP 🆙+9%✅£4.08✅
✅Greatland Gold $GGP delivered strong Sep 2025 quarter production results with 80,890oz Au & 3,366t Cu produced.
✅Cash grew $175m to $750m, with no debt.

$AMD 🆙+35%✅$223✅
✅Advanced Micro Devices & OpenAI have entered a strategic partnership to deploy up to 6 gigawatts of AMD's Instinct GPUs, starting w/ the MI450 series in late 2026
✅The agreement includes #OpenAI's option to acquire a 10% stake in #AMD

#ITM🆙 +7%✅85p✅
✅Ytd $ITM +138%✅ I hold $ITM.L✅
♻️Neptune V
✅ #ITMPower signed a FEED contract for a project which has been shortlisted in the UK's HAR2

Dennis Schulz, CEO, "We are delighted to have signed the FEED contract for yet another UK HAR2 project" www.londonstockexchange.com/news-article...

#TET 🆙+3%✅£2.825✅
Spot on @1james1n1.bsky.social "💰Offer increased from a derisory 260p to a mildly derisory 290p"

On Friday 10th Oct, I will ask the outstanding #RKW Fund Manager, Richard Staveley. As I'll be moderating the #AICShowcase UK equities panel he will be on👍

bsky.app/profile/1jam...

#HSS 🆙+51%✅10.95p✅
❌Reported a loss before tax of £130.3m Vs £6.9m profit in 2023
❌EPS -18.48p Vs +0.42p
❌Underlying EBITDA £50.5m Vs £54.5m
✅Net debt decreased by £14m to £97.6m.
✅Long-term commercial agreement with #SDY & the conditional sale of THSC www.londonstockexchange.com/news-article...

🔥 #TWINPETESINVESTING #Podcast 163: Mining for winning investments. #FRES #SRB #BRWM $FCX $WPM $XME #SLP #GGP #TGA #Dividends $GOLD #SILVER #COPPER The AIC Showcase🌟& Free tickets.

youtu.be/0VpwKcl4nhc?si=sFZr0wedVphimncd

open.spotify.com/episode/5vKJ0cVpiEOD5XERtvI8mX?si=I34pJTxiTtiDdxqSjK225Q

#TBTG 🆙+6%✅ £2.87✅
✅The Beauty Tech Group shares traded above their offer price of £2.71 on their London Stock Exchange debut, a positive omen for the city’s largest #IPO so far this year at approx. £300m
www.londonstockexchange.com/news-article...

#JDW❌ -4%❌£6.36❌
✅Prelim Revenue +4.5% to £2,127.5m
✅PBT +10.1% to £81.4m
✅ $JWD continues to outperform: In the nine weeks to the end of September, like-for-like sales rose 3.2%, compared with 0.5% for the industry as a whole
❌Net assets & Total shareholders' equity -9.86%
bsky.app/profile/1jam...

#MGNS 🆙+9%✅£47.95✅
✅"Significantly ahead of expectations"
😊Great to read that their niche within the construction sector is thriving👍
😊Wonderful news for $MGNS.L shareholders👍
bsky.app/profile/trad...

#RNWH🆙 +4%✅£8.50✅
✅Renew Holdings plc delivered a FY performance in line with market expectations, achieving record revenues & operating profit for the financial year ended 30 September 2025
✅Outlook: Performance underpins the Board's confidence in the year ahead & beyond.
bsky.app/profile/stev...

#FEN🆙 +9%✅50p✅
Frenkel Topping shareholders are being offered 50p p/s in cash plus a contingent value right (CVR) worth up to an additional 10p, in a recommended #takeover by a Harwood-backed firm.
www.londonstockexchange.com/news-article...

📢The FTSE 100 hit a fresh record high of 9,350🎉
Some of my #FTSE100 compounders:
#AAL #AZN
#BEZ #BP.
#HSX #LGEN
#RIO #SN.
have been significant ytd contributors to this record high👍.
Whilst others have been laggards. Hopefully their intrinsic value will outperform soon👍 youtu.be/J5UgK_LqJUk?...

$CRWV 🆙+13%✅ $139✅

#CoreWeave will supply $META with as much as $14.2 billion worth of computing power, helping to further diversify CoreWeave’s business away from Microsoft.

#PAY 🆙+8%✅£7.31✅
✅ #PayPoint & International Distribution Services (IDS), owner of Royal Mail, are pleased to announce the next stage in their partnership through a strategic investment in Collect+.
✅ $PAY.L proposing to pay a 50p p/s Special Dividend
bsky.app/profile/1jam...

#ASC❌ -9.5%❌ £2.65❌
❌After ASOS the online fashion retailer warned that annual profits would be at the lower end of expectations, with weaker-than-expected sales overshadowing progress on margins and costs.
www.londonstockexchange.com/news-article...

#BILN❌ -20%❌£2.60❌
❌Taking $BILN shares back to levels last seen in December 2022

❌Billington CEO "The timing of profit recognition on certain significant contracts, ..will result in the recognition of margin later than was previously anticipated"

RNS📸 via @tradermark72.bsky.social 👍

#EPP 🆙+46%✅ 9.3p
✅ EnergyPathways MESH confirmed as project of national significance www.londonstockexchange.com/news-article...

GSK chief Emma Walmsley to step down after eight years UK drugmaker’s chief commercial officer Luke Miels will take over on January 1

#GSK 🆙+2%✅ £15.20✅
MT @financialtimes.com GSK chief Emma Walmsley to step down on.ft.com/4h5wghz

#SPSY❌ -17%❌ £1.595p❌
For 2026, Spectra Systems is projected to see slight declines in revenue & profits compared to 2025, with net sales around £50.83m & net income estimated at £10.5m. These forecasts are overshadowing $SPSY's positive interim results.
bsky.app/profile/1jam...

#BP. 🆙+1%✅£4.445✅
$BP.L shares are🆙>35%✅since their April lows✅
excluding dividends.
😊Significantly outperforming UK bonds & gilts👍
I hold👍

Brent Crude jumps above $70 per barrel and nears a 2-month high as rising geopolitical risk continues to fuel the rally in crude.

#CAR❌ -5%❌ 60p❌
MT Ticker Official
- #Carclo reports trading in line with expectations, despite lower D&E revenue and FX headwinds.
✅Strong margin performance and positive growth.
- Full-year outlook unchanged. ticker.app/lse/CAR/rns/...

RNS📸via @entrusttmf.bsky.social 👍

#CHRT❌-7%❌£12.88❌
✅The acquisition of EM Solutions, has positively contributed to the first four months of FY2026.

❌Although the Sensors & Effectors Division delivered higher revenue, trading profit remained broadly flat, and net margins slipped to just under 9%.
bsky.app/profile/1jam...

Half-year Report - Aurora Investment Trust plc | RNS Stock and market data from Ticker. Up-to-date prices and news from global companies.

#ARR £2.48
MT Ticker Official
AURORA UK ALPHA PLC:
✅H1 NAV p/s £2.8554 from 256.17p
✅H1 total NAV return 11.5%
✅Share price total return 13.2%, outperforming FTSE All-Share Index's 9.1%.
👍Bought back 871,193 ordinary shares at an avg price of £2.535 p/s up to 30/6/25.
ticker.app/lse/ARR/rns/...