Ocado shares jump 10% as Kroger pays $350m settlement Ocado Group PLC (LSE:OCDO) shares jumped over 10% at the open after the online grocer secured a $350m cash settlement from US partner Kroger Co (NYSE:KR,...

#OCDO🆙 +5%✅ £1.95✅

$OCDO #Ocado receives $350m in compensation. After Kroger’s decision to close three customer fulfilment centres (CFCs) in January 2026 and to cancel plans for the Charlotte, North Carolina site. www.proactiveinvestors.co.uk/companies/ne...

#BYG ❌-5%❌ £10.12❌
@bloomberg.com Blackstone abandons its potential bid for UK self-storage landlord Big Yellow Group

#ITM❌ -4%❌69.5p❌
Trading update:
Revenue of £18m
❌Adjusted EBITDA loss of £11.9m
✅Cash at the end of H1 of £197m

FY26 guidance remains unchanged:
✅Revenue expected between £35m & £40m
✅Adj. EBITDA loss in the range of £27m to £29m
Cash at y/e in the range of £170m to £175m

#WOSG🆙 +1%✅£4.82✅
✅HY Group revenue £845m, +10% at constant currency
✅Group statutory PBT £61m, +50% YOY
✅Group Adjusted EBIT £69m, +6% in constant currency
✅Free cash flow of £48m, +71% YOY
✅ $WOSG US revenue £409m, +20% at constant currency
bsky.app/profile/trad...

Premier Miton picks veteran banker Williams as next chair Christopher Williams, who advised the government on the bailouts of Britain's biggest banks during the 2008 financial crisis, will be appointed as the fund manager's new chairman this week, Sky News l...

#PMI ❌-5% ❌54.5p❌
FY AUM £10.3B -3%❌
Net outflows of £618m❌
Adj. PBT £11.5m Vs £12.2m❌
Adj. EPS 5.5p Vs 6.3p❌
3p dividends unchg
Cash £31.3m
✅Continued net inflows into Fixed Income, Absolute returns, Multi-Asset T funds

$PMI picks veteran banker Williams as next chair news.sky.com/story/premie...

#SMIN 🆙+2%✅£24.88✅
Vs my $SMIN buy @ £13.70 Vs my SOTP valuation of >£18.

$SMIN.L sell its security screening division, Smiths Detection, to funds advised by CVC Capital Partners for £2 billion. Following the agreed sale of its Interconnect arm in October. The 2 transactions = value of £3.3 billion

#BMY 🆙+3%✅ £5.11✅
Google & Bloomsbury Strategic Collaboration.
President of $GOOG in Europe, Middle East & Africa, said: "This collaboration demonstrates how Google Cloud's advanced AI capabilities,..can empower leading organizations to transform..."

RNS📸via Jim Wall on X

#MONY £1.90
Trading statement.
CEO: "..We are particularly pleased with the growth in SuperSaveClub which has now reached a milestone two million members. Looking ahead, we are optimistic about the outlook in our end markets, and excited by the opportunities #AI brings"
bsky.app/profile/trad...

#PEG 🆙+30%✅9.75p✅
✅Petards the AIM-quoted developer of advanced security, communication & surveillance systems, announced that its subsidiary, Petards Joyce-Loebl (PJL), has been awarded a £2.2 million contract by Rheinmetall BAE Systems Land Limited (RBSL)

#MBH❌-4%❌82p❌
Issues a mild warning which it caveats with.."the Board expects revenue for the year to be c.£69m with adjusted EBITDA of approximately £12.5m, & in line with our capital allocation strategy.."

bsky.app/profile/stev...

#CLI CEO, "With 2025 representing a peak year for debt maturities, we have successfully refinanced or repaid the £373 million due, further strengthening our balance sheet and delivering a more evenly spread debt profile for the years ahead"

RNS 📸via @entrusttmf.bsky.social 👍

#AAL🆙 +2%✅ £29.13✅
$BHP group offered around £40 billion / $53 billion (£34 p/s) in its now-aborted attempt to acquire Anglo American Plc ( $AAL.L) , according to people with knowledge of the matter. #BHP

My🧮Intrinsic value investing strategy👍I continue to hold AAL shares👍

#PEEL 🆙+1.4%✅£1.065✅
#PeelHunt was discussed in #TwinPetesInvesting podcast 165

MT #TickerOfficial
$PEEL HY results:
✅Group revenue up 38.3% to £74.4m
✅PBT skyrockets 858.3% to £11.5m
✅Execution Services shines with a 56.8% increase.
✅Net assets grow to £100.7m
ticker.app/lse/PEEL/rns...

#SOLI 🆙+3.5%✅ £1.475✅
MT #TickerOfficial
✅$SOLI H1 revenue up 38.6% YoY to £85.7m
✅PBT rose 216.6% to £3.8m
✅Adjusted PBT up 96% to £4.9m
✅Order book at £87.3m, +14% YoY.
👍Interim CEO appointed. ticker.app/lse/SOLI/rns...

#HICL🆙 +4%✅£1.178✅
#TRIG ❌-3.9%❌71.3p❌

After their combination is called off.
$HICL & $TRIG shares are now back to where they were prior to the merger news on 17th November.

🔥 #TWINPETESINVESTING Podcast 167: Small cap stocks with winning potential, #MARS #RNK #SOM #W7L #SPSY #FXPO #PBEE #Budget2025, #ShareScope 30% OFF #BLACKFRIDAY OFFER🔥Investing & more

youtu.be/Ly6v1OtPyKA?si=yZGwNc8K_Hs27LkV

open.spotify.com/episode/2bDXvcONvzhZwY4fICzA9o?si=wmViTfn3Sl2eahzymWdtGw

essensys shares rise 3% as founder tables possible 20p-a-share bid alongside trading warning essensys PLC (AIM:ESYS) shares rose 3% to 16p on Friday after the flexible workspace software provider issued a trading update and disclosed a possible...

#ESYS
essensys shares rise 3% as founder tables possible 20p-a-share bid alongside trading warning.

Under the Takeover Code, Furness must declare his intention by 26 December 2025 unless the deadline is extended by the Panel.

tinyurl.com/22jjktax ESYS.L

#WHI🆙+33%✅4p✅
✅RECOMMENDED ACQUISITION OF @WH IRELAND GROUP PLC BY TEAM PLC

Based on the Exchange Ratio & the Closing Price of 27.5p p/s #TEAM share, the #takeover values each $WHI share at approx. 5.4p p/s✅& $WHI.L @ approx. £12.7m✅

A 406.6% PREMIUM to the VWAP of approx. 1.1p per WHI share

#AAZ 🆙+20%✅ £2.325✅Possible offer
AAZ.L shares resumes trading this morning after a brief suspension prompted by online speculation & an early-stage approach from #ACG.

Under #takeover rules, ACG has until 5pm on 24 December to decide make a firm offer or not for Anglo Asian Mining.

#CMCX🆙+2.5%✅£2.99✅
✅A new 52 week high closing sp
Vs My buy on 16/11/23 @ >93p✅
👍I continue to hold CMCX & it is paying #dividends

Technical Analysis:
Next RESISTANCE @ £3.385 once broken = A new 2 yrs high sp.
SUPPORT @ £2.45

#CMCMarkets #trading #investing #payments #tokenization

#VRS❌ -47%❌0.01p❌NO SALE & Possible administration❌

I count myself lucky🍀Escaping #VRS' demise w/ my highest trim @ 875%✅& overall profit of 681%

After I trimmed $VRS @ 81p✅£1.57✅& finally exited @ £1.31✅Vs my initial buy @ 18p✅Angering many at the time back in November 2018. See my post on X👍

#SPSY🆙 +4%✅ £1.315✅
✅ $SPSY Contract win of $6.7M for maintenance of sensors over 5 years from 2026.
bsky.app/profile/1jam...

BHP stunned as Anglo rejects renewed takeover bid ahead of Teck Resources tie-up BHP's recent acquisition proposal for Anglo American has been rejected, leading the mining giant to pivot towards internal growth strategies. As Anglo American prepares for a merger with Teck Resource...

#AAL🆙 +2%✅ £28✅
MT @busrep $BHP stunned as Anglo American rejects renewed takeover bid ahead of $TECK Resources tie-up businessreport.co.za/companies/20...

🤓I hold $AAL.L & will continue to do so post its merger* with #TeckResources👍

$BABA Q3 2025 Earnings:
✅Revenue: $33.9B +9% YoY Vs Est: $33B
✅EPS: $2.26 +18% YoY Vs Est: $2.10
✅Cloud Revenue: $4.9B +34% YoY
✅International Commerce: $4.2B +53% YoY
🥳 #Alibaba #BABA announced plan to spin off Cainiao Logistics via IPO

#MARS🆙 +16%✅58p✅
👉Marston's Total Revenue: £897.9m Vs £898.6m YOY
✅U/lying PBT £72.1m +71.3% YOY
✅Like-for-like sales for managed pubs +1.6%, outperforming the market.
✅Growth of 2.2% for food & 0.3% for drink.
✅CEO "another strong year ahead of plan"
RNS 📸via @entrusttmf.bsky.social 👍

#BEZ❌ -9%❌ £7.78❌
👉Insurance Written Premiums: +1% to $4,670m Vs $4,625m in Q3 2024
✅Net Insurance Written Premiums: +4% to $3,927m Vs $3,792m in Q3 2024
❌Premium Rates: -A 4% decrease in renewal premium rates.
✅ $BEZ highlighted an improved combined ratio outlook for 2025
❌Slowing growth

#KGF🆙 +6%✅ £3.10✅
$KGF Q3 Trading:
👉Underlying LFL sales of +0.9% and YTD +1.6% driven by continued volume & transaction growth
✅Strong UK performance with continued market share growth(3) driving LFL sales growth of +3%
✅Upgrading FY profit guidance

bsky.app/profile/dear...

Final Results - Cerillion PLC | RNS Stock and market data from Ticker. Up-to-date prices and news from global companies.

#CER🆙 +4%✅£14.10✅
MT @TickerOfficial
✅ #Cerillion reports revenue of £45.4m (+4%)
✅Recurring revenue £15.9m (+3%)
✅Adj. EBITDA £23.1m (+11%)
✅Adj. profit before tax £21.8m (+10%)
✅Total dividend +17%
✅New orders up 25%
✅Back-order book up 21%.
ticker.app/lse/CER/rns/...

#SAA ❌-12% ❌ £1.10❌
❌ $SAA Profit warning that the US Govt shutdown has "materially impact our prior growth & profitability expectations"

CEO, "A challenging macro environment has been further compounded by the unprecedented US Government shutdown"

RNS via 📸 @entrusttmf.bsky.social 👍

#WCW🆙 +60%✅12p✅
✅Recommended cash offer for Walker Crips Group PLC from Phillips Capital at 14p, an 86% premium.

✅The offer values Walker Crips at approximately £5.96 million on a fully diluted basis.

#MNA #Takeover

bsky.app/profile/1jam...