#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

Many PE, Fund Managers & IT Managers got themselves into a mess.

They invested & overpaid at the top of the investment cycle into cyclical assets

Then they sold their best assets cheaply once cheap money $£ & exits dried up

❌Left with poorer assets w/ significant losses.
#AUGM #ASLI #LABS #HOME

#HIK❌ -16%❌£13.70❌
Pleased I exited $HIK @ £21.37 on 3/08/23✅
See my🧵on X

Hikma Pharma FY:
✅Revenue +7% to $3,349m
✅Profit attributable to s/holders +12% to $402m
❌Operating profit -11% to $542m
✅A $250m share buyback program for 2026
✅Total dividend +5% to 84c p/s

#HSX🆙 +4.9%✅£15.34✅ Vs my £10.47 buy
✅Record PBT £732.7m🆙from £685.4m
✅Combined ratio 87.8% improved
✅Hiscox Capital Partners grows ILS AUM to $1.5bn & secured $330m of inflows YoY
✅NAV $12.20 Vs $10.864
✅FY Dividend🆙+20% to 35.9¢ p/s
✅Announces $300m share buyback plan

📸via @entrusttmf.bsky.social

#AUGM - Recommended cash takeover offer at £1.10 p/s.

❌A significant 31% discount to the last published NAV of £1.595.
❌This is very disappointing news for $AUGM patient shareholders.

✅Despite the 27% premium to the last closing price of 87p.

#DGE
❌Net sales -4% to $10.46B
❌Operating profit -1.2% to $3.116B
Adj. operating profit margin of 31.1%
👍B/ EPS* 95.3c -2.5%.
❌Net cash flow -$202m to $2.1B
❌Dividends reset

CityAM
Guinness maker #Diageo has slashed its dividend as the cost-cutting regime of new CEO ‘drastic’ Dave Lewis begins

MT @QuotedData
Well over half, or 58.6%, of Smithson #SSON shareholders opted to take cash rather than roll over into the new open-ended Smithson Equity Fund.
❌That means Terry Smith’s @FundsmithLLP
will lose more than £967m of assets under management❌ quoteddata.com/2026/02/fund...

#SLP Sylvania Platinum Ltd
✅Net revenue $99.8m +110% YoY, driven by a 25% rise in 4E PGM ounce production & a 55% increase in the average basket price
✅Adj. EBITDA +414% to $51m
✅Net profit $23.2m
✅EPS @ 8.93c
✅Record production of 49,164 4E PGM ounces
✅ $SLP HY Dividend 2p p/s

YouTube video by Conkers Corner Winning investing strategies with former fund manager Charlie Huggins

#TWINPETESINVESTING PODCAST 173 NOW LIVE

Tune in to hear @conkers3 and I interview the masterful @CharlieHuggins_ on the challenges of managing institutional funds, valuation and quality analysis and #AI.

Please remember to like, subscribe and comment!

youtu.be/-Qd9rffWNW4?...

✅ $GILD to acquire $ACLX for $7.8 billion, or $115 per share.
✅Plus one non-transferable CVR worth an additional $5.
✅A 79% premium takeover!! To maximize the long-term potential of Anito-cel.

$NVO $NOVO
❌Novo Nordisk shares plummeted more than 15% after announcing that its new obesity drug, CagriSema, failed to match the efficacy of $LLY Eli Lilly's tirzepatide in a clinical trial❌.

bsky.app/profile/brok...

#GGP HY
✅NPAT of $342.9m
✅EBITDA of $560.3m, net revenue of $977.3m from #gold & #copper sales
✅$658.5m in operating cash flow
✅Cash $948.3m & no debt

✅ $GGP Havieron Feasibility Study confirmed a world-class development with a post-tax NPV5 of $2.9B

#MONY Prelims:
✅Revenu+2% to £446.3m
✅Adj. EBITDA +2% to £145.1m
✅Adj. EBITDA margin of 33%
✅Profit After Tax +1% to £80.7m
✅Adj. B / EPS +5% to 17.9p.
✅Completed a £30m share buyback & announced a further £25m buyback for 2026
✅Dividend p/s +1% to 12.63p.

bsky.app/profile/trad...

🔥 #TWINPETESINVESTING #Podcast 173: Winning investing strategies with special guest, former fund manager, Charlie Huggins🌟 #DPLM #PHP #EXPN #REL #REITS #BONDS #Ai $NVDA $APPL DCF model, #Dividends &

www.conkers3.com/twin-petes-i...

www.youtube.com/watch?v=-Qd9...

open.spotify.com/episode/1P0H...

#AAL 🆙+1.5%✅ £36.35✅
✅Vs My cheapest #AAL.L buy on 13/12/23 @ £16.78

Via #AngloAmerican

Here's a snapshot of our 2025 full year results ⬇️

Learn more: angloamerican.com/investors/re...

🙁FY dividends cut by 27%❌
I continue to hold👍

#TRLS🆙+111%🚀✅0.95p✅
✅ Trellus Health - 6 month contract extension with Johnson & Johnson Health Care Systems

www.londonstockexchange.com/news-article...

#SEE❌ -29%❌ 3.1p❌ Stop-loss triggered❌
As $SEE.L Seeing Machines Ltd reported unaudited H1 FY2026 revenue of US$23.4m - US$24.0m, a decrease yoy, attributed to lower non-recurring engineering activity & the absence of prior exclusivity license revenue❌

bsky.app/profile/1jam...

#BA.
✅BAE Systems plc reported strong financial & operational performance for the FY.
✅Sales +10% to £30.7B
✅Underlying EBIT +12% to £3.32B
✅Underlying EPS +12% to 75.2p.
✅Record order backlog of £83.6B +£5.8B YoY
✅Final dividend +10% to 22.8p
RNS 📸via @entrusttmf.bsky.social

#GLEN Glencore FY 2025 Earnings:
✅Revenue $247.54B Vs $230.94B
❌Adj. EBIT $5.978B Vs $6.93B
✅$3.5B in shareholder returns, including a 17c/share cash distribution (c.$2B; 10c base + 7c top-up)
- $GLEN Net Debt $11.17B Vs $11.16B

Warner Bros. $WBD has rejected Paramount's $PARA $PSKY latest $30-a-share hostile takeover bid.

$ANTO reported a significant increase in FY.
-Revenue +30% to $8.6B
-EBITDA rising 52% to a record $5.2B
-EBITDA margin widened to 60%
-Underlying earnings increased by 106%
- #ANTO final dividend of 48c p/s is recommended, representing a 50% payout ratio of underlying earnings.

$BHP H1 26 Earnings:
- Underlying Profit: $6.20B Vs est $6.22B
❌Net Income: $5.64B Vs est $6.25B
✅Underlying EBITDA: $15.46B Vs est $15.09B
✅Interim Div/Shr: $0.73 Vs est $0.65
✅ #BHP enters into a #Silver Streaming Pact with Wheaton Precious Metals $WPM

#SRE
Sirius Real Estate Ltd announced its intention to raise approx. £75m through a non-pre-emptive PLACING & a £2m RETAIL OFFER to fund two German acquisition opportunities valued at approx. €130m/£113m, with a focus on defence-related assets.

$BABA
#ALIBABA

Introducing Qwen 3.5-Plus, officially available today. Native multimodality meets smarter reasoning, architectural innovation that delivers more capability at lower cost.

Experience the future of AI.

Blog: qwen.ai/blog?id=qwen...

#SSIT
✅Seraphim Space Investment Trust announced a significant valuation update for its top four portfolio holdings as of 31/12/25, resulting in a combined fair value uplift of £69 million, representing a 24% increase on the previously reported NAV of £284 million as of 12/9/25

#PINE ❌-30%❌ £3.05❌
After Apax reverses out & WILL NOT MAKE AN OFFER for Pinewood!

Pinewood expresses strong confidence in their long-term prospects, highlighting its leading position as a tech provider to automotive retailers & OEMs.
bsky.app/profile/conk...

a speech bubble with the words new post written on it ALT: a speech bubble with the words new post written on it

Sign out of X. Then give your laptop / computer / phone / device a clean up & delete cookies.

Update your device.
Then sign back into X.
Hit FOLLOW, chose RECENT.
Then each time you access the platform just ensure RECENT IS your default setting.

I hope this helps👍