# ![@F15JCM Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1173613725082894337.png) @F15JCM John

John posts on X about snx, malta, money, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1173613725082894337/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1173613725082894337/c:line/m:interactions.svg)

- [--] Week [-----] +120%
- [--] Month [-----] +103%
- [--] Months [------] +84%
- [--] Year [------] -51%

### Mentions: [--] [#](/creator/twitter::1173613725082894337/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1173613725082894337/c:line/m:posts_active.svg)

- [--] Months [---] +15%
- [--] Year [---] -46%

### Followers: [-----] [#](/creator/twitter::1173613725082894337/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1173613725082894337/c:line/m:followers.svg)

- [--] Week [-----] +0.15%
- [--] Month [-----] +0.88%
- [--] Months [-----] +2.60%
- [--] Year [-----] +8.80%

### CreatorRank: [---------] [#](/creator/twitter::1173613725082894337/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1173613725082894337/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [stocks](/list/stocks)  [luxury brands](/list/luxury-brands)  [celebrities](/list/celebrities)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[snx](/topic/snx), [malta](/topic/malta), [money](/topic/money), [stocks](/topic/stocks), [igg](/topic/igg), [$enrde](/topic/$enrde), [debt](/topic/debt), [investment](/topic/investment), [acquisition](/topic/acquisition), [rates](/topic/rates)

**Top accounts mentioned or mentioned by**
[@rhomboid1mf](/creator/undefined) [@stemis3](/creator/undefined) [@finumus1](/creator/undefined) [@1james1n1](/creator/undefined) [@reb40](/creator/undefined) [@hawkeye74](/creator/undefined) [@andromeda8music](/creator/undefined) [@starpukka1](/creator/undefined) [@justcalum123](/creator/undefined) [@dopamineuptake](/creator/undefined) [@shiftingshares](/creator/undefined) [@investment4adam](/creator/undefined) [@markradcliffe44](/creator/undefined) [@rogergreen2009](/creator/undefined) [@danneidle](/creator/undefined) [@jpsc01](/creator/undefined) [@a1mhigh](/creator/undefined) [@mojomogoz](/creator/undefined) [@otemple79](/creator/undefined) [@vsihv](/creator/undefined)

**Top assets mentioned**
[Divi (DIVI)](/topic/divi) [Rally (RLY)](/topic/rally) [CasinoCoin (CSC)](/topic/casino) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Eaton Corporation PLC (ETN)](/topic/eaton-corp) [Electroneum (ETN)](/topic/$etn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"#PPHE Don't seem to know the difference between a balance sheet and income statement❌"  
[X Link](https://x.com/F15JCM/status/1301415543250051077)  2020-09-03T07:03Z [----] followers, [--] engagements


"1.4% Covid wobbles taking me back into the red for [----] #BKY -31% News of Spanish politicians trying to block Uranium mines: #TRIN 0% Operational update Trades: Bought #CER (+2.9%) on +ve trading update Closed #LSL SB +10.5% and #IOM short +7.5% https://m.es.investing.com/news/stock-market-news/berkeley-cae-de-nuevo-en-bolsa-ante-el-posible-veto-a-las-minas-de-uranio-2046414 https://m.es.investing.com/news/stock-market-news/berkeley-cae-de-nuevo-en-bolsa-ante-el-posible-veto-a-las-minas-de-uranio-2046414"  
[X Link](https://x.com/F15JCM/status/1316780333078114307)  2020-10-15T16:37Z [----] followers, [--] engagements


"#RNWH Sold the lot at 523p +16% on a reasonable sized position. Results didn't excite the market & risk/reward looks evenly balanced with no real tangible asset value on the BS. Not a bad stock but I reckon I can find better positions. Also wanted some cash for any Brexit panic. @rhomboid1MF Bought into #RNWH on the back of this trading update and added more on subsequent weakness. I'm surprised it's still bobbing about at this level. Trading and cash suggest a decent dividend. Perhaps mkt. doesn't like current ratiohttps://t.co/BYT8YDcWtQ https://t.co/ZcQOSBFJxa @rhomboid1MF Bought into"  
[X Link](https://x.com/F15JCM/status/1336989979063570432)  2020-12-10T11:03Z [----] followers, [--] engagements


"0.7% #ENQ up 18% on heavy volume. #TRIN marches on #BUR -6.7% (after initial exuberance) [----] Business Update & Dividend Reinstatement #SNX +7.4% Further contract wins in Irish bus market No trades"  
[X Link](https://x.com/F15JCM/status/1362109366854430724)  2021-02-17T18:39Z [----] followers, [--] engagements


"@hareng_rouge Which banks"  
[X Link](https://x.com/F15JCM/status/1364590683349282821)  2021-02-24T14:59Z [----] followers, [--] engagements


"1.1% #CNKS +0.7%* (generous) LTIP Awards - RNS after close #SNX +11% Synectics secures major City of London project Trades: Increased #CAPD & #FRP with cash added to ISA & SIPP"  
[X Link](https://x.com/F15JCM/status/1379861917314002946)  2021-04-07T18:21Z [----] followers, [--] engagements


"Market top @Space_Robot1 #LSL #PURP #SVS #FOXT #RMV #OTMP #ULS https://www.bbc.co.uk/news/business-56906524 https://www.bbc.co.uk/news/business-56906524"  
[X Link](https://x.com/F15JCM/status/1387671565748350980)  2021-04-29T07:34Z [----] followers, [--] engagements


"0.3% 0.3% this week 20.1% YTD 💰0% #BKY +6.7% Permitting Update #ENQ -2.1% Results of Capital Raising and General Meeting No trades"  
[X Link](https://x.com/F15JCM/status/1418610087376064514)  2021-07-23T16:32Z [----] followers, [--] engagements


"@NewtonsFluxions Don't forget that there's an enormous H2 weighting. Only 26726t of your anticipated 100kt was sold in H1. #HMI"  
[X Link](https://x.com/F15JCM/status/1443156698001256452)  2021-09-29T10:12Z [----] followers, [--] engagements


"1.0% Had to go searching for the up arrow #CTO +8.1% Trading Statement (upgrade of FY2022 expectations) #HUM -1.4% [----] Company Reserve Update #SWG +1.7% Interims (NTAV increased by 800k on FY21 YE so made money) #TRIN +4.8% Approval for Galeota FDP No trades. #APF ex.divi"  
[X Link](https://x.com/F15JCM/status/1463923433948033030)  2021-11-25T17:31Z [----] followers, [--] engagements


"#KGP Does Michael know who Hugo Boss also used to make outfits for🤔 Deeply disappointed that @MercedesAMGF1 are accepting sponsorship from cladding firm Kingspan while the Grenfell Inquiry is ongoing. I will be writing to Mercedes to ask them to reconsider. The Grenfell community deserves better. Deeply disappointed that @MercedesAMGF1 are accepting sponsorship from cladding firm Kingspan while the Grenfell Inquiry is ongoing. I will be writing to Mercedes to ask them to reconsider. The Grenfell community deserves better"  
[X Link](https://x.com/F15JCM/status/1466895981061021702)  2021-12-03T22:23Z [----] followers, [--] engagements


"#BEG #K3C #FRP Loan default risk more than double [----] levels https://www.investorschronicle.co.uk/news/2021/12/29/banks-unable-to-build-on-rate-rise-bounce/ https://www.investorschronicle.co.uk/news/2021/12/29/banks-unable-to-build-on-rate-rise-bounce/"  
[X Link](https://x.com/F15JCM/status/1480124416939995137)  2022-01-09T10:28Z [----] followers, [--] engagements


"$ENR.DE Added. Now dividend paying and trading on 9x [----] f/cast EV/FCF. I think input costs are making engineers/manufacturers v.difficult to f'cast but hopefully costs pressures will abate/get passed on. Analyst expectations have already been downgraded https://www.marketscreener.com/quote/stock/SIEMENS-ENERGY-AG-113080700/financials/ 0.2% Another good day for SB a/c with #POLY +3.0% on the back of gold strengthening and positive reaction to Siemens Energy results $ENR.DE +2.1% Q4 Results with maiden dividend declared No trades https://t.co/ZmSyGUsqeQ"  
[X Link](https://x.com/F15JCM/status/1480846672758550530)  2022-01-11T10:18Z [----] followers, [--] engagements


"The really illiquid stuff is the most resilient 😏 #VCAP"  
[X Link](https://x.com/F15JCM/status/1485670589184495618)  2022-01-24T17:47Z [----] followers, [--] engagements


"0.2% Cash💰=11% #AFM +13% Trading Update (significantly ahead) & NED Appointment - now sold #BUR +0.6% Pricing and Upsizing of Senior Notes Offering #PXEN -2.15% Approval for Transfer of Ownership of UOG Italia Trades: Added #SDY $ENR.DE Exited #AFM +28%"  
[X Link](https://x.com/F15JCM/status/1512118925521211402)  2022-04-07T17:23Z [----] followers, [--] engagements


"0.2% Illiquid stocks just don't seem of interest 🤷♂ #HBR +1.7% Trading Update #SDY -0.1% CEO leaving #SNX +0.4% Amendment to Performance Share Plan (softened) #CTO +2.9% AGM Statement - inline record order book Trades: GF sold #SHEL (tax threat) and added to #K3C & #SWG"  
[X Link](https://x.com/F15JCM/status/1524497720127668224)  2022-05-11T21:12Z [----] followers, [--] engagements


"#FRP Taken profits on this spread bet held since early last year. 58% capital gain + reasonable dividends less fees. Outlook +ve but with RSI=86 it looks a little overbought in the short term. Remains largest shareholding #FRP Increased my position again in SIPP & with SB. With decent volumes this week I think an institutional seller may be suppressing the price. It's certainly out of sync with sector peer #BEG https://t.co/KsaP67oqIu #FRP Increased my position again in SIPP & with SB. With decent volumes this week I think an institutional seller may be suppressing the price. It's certainly"  
[X Link](https://x.com/F15JCM/status/1528672886487191553)  2022-05-23T09:43Z [----] followers, [--] engagements


"#FRP Exited what was my 2nd largest position at 140p for a 32% profit. Struggling with staff costs lacklustre dividend growth and only inline with less than exciting forecasts. Operational gearing not happening as I envisaged. Definitely better value to be had in this market"  
[X Link](https://x.com/F15JCM/status/1550409009278193665)  2022-07-22T09:14Z [----] followers, [--] engagements


"0.1% Noticed several big relief rallies which might mean the mkt is being overly bearish #HFD #LUCE #AVON $ENR.DE -6.2% Issue of 960m of convertible bonds to buy the remaining shares in Siemens Gamesa - The problem child is all theirs now. Chart at interesting juncture👇"  
[X Link](https://x.com/F15JCM/status/1567572848721403906)  2022-09-07T17:57Z [----] followers, [--] engagements


"$ETN - Eaton Corp. US listed manufacturer of UPS systems (amongst other power solutions). Doing well with earnings upgrade and record order book. Might cash in on European blackouts (as might $SU.FR). Don't hold currently https://www.eaton.com/content/dam/eaton/company/investor-relations/quarterly-earnings/filings/2Q-2022-earnings-complete.pdf https://www.eaton.com/content/dam/eaton/company/investor-relations/quarterly-earnings/filings/2Q-2022-earnings-complete.pdf"  
[X Link](https://x.com/F15JCM/status/1578056677806546949)  2022-10-06T16:16Z [----] followers, [--] engagements


"Some of the more illiquid stocks yet to make moves upward. Still an opportunity to get money in near the bottom IMO #ECK the obvious example in my PF"  
[X Link](https://x.com/F15JCM/status/1591072843122761728)  2022-11-11T14:18Z [----] followers, [--] engagements


"Don't report (or even accurately track) my spread bet performance but I've made money this year (not always the norm) in no small part due all [--] short positions (#RTN #FEVR #RMV #MAB) being winners 🙂 The ugly (gold was a [----] experiment that went horribly wrong):"  
[X Link](https://x.com/F15JCM/status/1608875268210556929)  2022-12-30T17:18Z [----] followers, [---] engagements


"Start [----] with: [--]. #K3C financial services (existing bid @ 350p) [--]. #HMI fertiliser producer [--]. #ECK call centre s/w [--]. #DEC natgas producer [--]. #BBSN digital marketing [--]. #SDY tool hire [--]. $ENR.DE energy engineering [--]. #TRIN oil producer [--]. #SNX CCTV [--]. #XPS pension services"  
[X Link](https://x.com/F15JCM/status/1608883653597343745)  2022-12-30T17:52Z [----] followers, [---] engagements


"#CAPD Sold the rest @ 100p for a 58% profit. Results and forecast underwhelmed me. Debt up weak dividend growth more capex in '23. Is 9x EV/FCF cheap for mining sector and Mauritius registration Better value elsewhere after recent falls I reckon #CAPD Trimmed half of ISA holding for a 50% profit + dividends. I note recent gold strength https://t.co/hz9LvKhBwQ #CAPD Trimmed half of ISA holding for a 50% profit + dividends. I note recent gold strength https://t.co/hz9LvKhBwQ"  
[X Link](https://x.com/F15JCM/status/1636309169224445952)  2023-03-16T10:11Z [----] followers, [----] engagements


"I'm struggling to understand European markets and #ENR.DE in particular. Losing money unattractive valuation deteriorating forecasts grotty commentary. Don't see any attraction yet the shares march higher 🤷♂ Exited Siemens Energy $ENR.DE -23% (shares) & -40% (spreadbet). I don't like BS with -ve NTAV particularly in the absence of actual profits. This company expends an awful lot of effort to achieve nothing dreadful margins. My record with large caps (ex banks) is abysmal. https://t.co/cFn8ycG8gA Exited Siemens Energy $ENR.DE -23% (shares) & -40% (spreadbet). I don't like BS with -ve NTAV"  
[X Link](https://x.com/F15JCM/status/1648803831453556736)  2023-04-19T21:40Z [----] followers, [---] engagements


"#SNX #SPT #VID #HDWN '2nd Half Weightings' are catching my eye. With the lag effect of rate rises market risk is building IMO *#MGNS a notable exception with a H1 weighting forecast"  
[X Link](https://x.com/F15JCM/status/1654091984133341187)  2023-05-04T11:53Z [----] followers, [---] engagements


"Aerotyne International Inc no wait Kromek #KMK announces a discounted placing on a Bank Holiday Friday afternoon 🙄 I'm sure I remember them saying they were now at 'EBITDA breakeven' 🤪 Classic Still applicable today ladies and gentleman welcome to the world of #AIM investing https://t.co/uJIw6qZKHQ Classic Still applicable today ladies and gentleman welcome to the world of #AIM investing https://t.co/uJIw6qZKHQ"  
[X Link](https://x.com/F15JCM/status/1654502746349879298)  2023-05-05T15:06Z [----] followers, [----] engagements


"#PMI Operational gearing has delivered a kick to the proverbials. UK equity market is utterly grim and my #CNKS holding has been hit. PMI 35% down from my 6th Feb exit and no interest in buying back yet. Hint of bigger cut to FY dividend #PMI Sold for a +48% total return. Triple top on #FTSE250 and gearing works both ways https://t.co/noh9rJk0Rg #PMI Sold for a +48% total return. Triple top on #FTSE250 and gearing works both ways https://t.co/noh9rJk0Rg"  
[X Link](https://x.com/F15JCM/status/1663884120143937538)  2023-05-31T12:24Z [----] followers, [----] engagements


"#SNX 0% H1 Trading Update Inline. Net cash 20% of MCAP. H2 weighting. Oil & Gas market again noted as strong (supportive of other positions in #HTG & #GMS). No mention of Chinese recovery or legal case"  
[X Link](https://x.com/F15JCM/status/1670917062850408448)  2023-06-19T22:10Z [----] followers, [---] engagements


"@thekfchunter With the revenue of 33kt moved to H1FY23 the cash position certainly isn't a concern. It's actually one of the few positives #HMI"  
[X Link](https://x.com/F15JCM/status/1674680851445972994)  2023-06-30T07:26Z [----] followers, [---] engagements


"1.2% this week 13.3% YTD 💰2.8% #HTG up 27% over the week thanks to an earnings upgrade stemmed some of the bleeding"  
[X Link](https://x.com/F15JCM/status/1678156558998315010)  2023-07-09T21:37Z [----] followers, [---] engagements


"@Robin25461631 Should be Root. Being the best in the world shouldn't mean you get to pick your spot when it's not in the best interest of the team"  
[X Link](https://x.com/F15JCM/status/1678171182179274756)  2023-07-09T22:36Z [----] followers, [--] engagements


"#BEG Industrial scale adjustments. Don't appear to be one-offs"  
[X Link](https://x.com/F15JCM/status/1678654259095543808)  2023-07-11T07:09Z [----] followers, [----] engagements


"Strong trading updates from #GFRD and #CTO but Construction PMI now flagging contraction. Housebuilding seems to be the drag"  
[X Link](https://x.com/F15JCM/status/1678662140343853057)  2023-07-11T07:09Z [----] followers, [---] engagements


"@mojomogoz At least she seems to acknowledge that economic weakness is bad. Not too confident she'll join the dots though"  
[X Link](https://x.com/F15JCM/status/1678663895089594369)  2023-07-11T07:17Z [----] followers, [--] engagements


"@Andromeda8Music @1James1n1 Agree but particularly when you factor in the cash I think it looks very good value at this level. NTAV is 16.4m against 20m MCAP. Potential to double but at 'risk' of a takeunder offer I reckon #SNX"  
[X Link](https://x.com/F15JCM/status/1678677456826294273)  2023-07-11T08:15Z [----] followers, [--] engagements


"@GoLeftMassa The only thing I pay for is IC which I'm considering dropping. I'm not planning to subscribe to anything including my new favourite pod which goes behind a pay wall at the end of this month. I've zero issue with ads"  
[X Link](https://x.com/F15JCM/status/1678799923838345217)  2023-07-11T16:14Z [----] followers, [---] engagements


"#IGG I don't know anything about Nadex but is was rather material Loads of adjustments massaging headline numbers"  
[X Link](https://x.com/F15JCM/status/1681924500454100997)  2023-07-20T07:10Z [----] followers, [---] engagements


"@GeoffNorcott @mattforde Matt's commentary on the economy and mortgages was absolutely cringeworthy. Very disappointed you didn't take him to task. While I enjoyed the discussion with Aaron Bastani this was just embarrassing for all"  
[X Link](https://x.com/F15JCM/status/1684180051552763906)  2023-07-27T01:27Z [----] followers, [---] engagements


"0.2% this week 7.9% YTD 💰3.6% Not a great week for UK markets so happy to have been in the black"  
[X Link](https://x.com/F15JCM/status/1688299194518228992)  2023-08-06T21:21Z [----] followers, [----] engagements


"#SUS Anthony Coombs borrows Tim Martin's soapbox📣 I agree with every word 👏"  
[X Link](https://x.com/F15JCM/status/1689529342043267072)  2023-08-10T06:49Z [----] followers, [---] engagements


"1.8% this week 6.3% YTD 💰0.5% Small move up for #RMII which is my largest position. The investment manager is looking at options for the fund. #TRIN helped again too. Decent week given UK market was down and think I had a few go ex. dividend"  
[X Link](https://x.com/F15JCM/status/1690794118190866432)  2023-08-13T18:35Z [----] followers, [---] engagements


"#HMI Sold 1.3m shares for a loss approaching 70%. Very disappointing having held since [----]. The Brazilian agricultural sector sounds like it's in a pretty perilous state with the country's base rate over 13%. With the board no longer taking salary I was concerned about cash 😢"  
[X Link](https://x.com/F15JCM/status/1692113428754612437)  2023-08-17T09:57Z [----] followers, [----] engagements


"@tim_siddle @OctopusEnergy Nice. What is it I'd be looking at about [---] worth of diesel in mine and I only do short journeys"  
[X Link](https://x.com/F15JCM/status/1695710573411836395)  2023-08-27T08:11Z [----] followers, [---] engagements


"I'd probably agree with designer gear but can't imagine the rates on PCP deals look too great at the moment"  
[X Link](https://x.com/F15JCM/status/1695763312863047761)  2023-08-27T11:40Z [----] followers, [---] engagements


"@starpukka1 @wheeliedealer @dosh100 @smarkus @S_M_Investor @TheReluctantIn2 Don't have a crystal ball for interest rates but I'd be paying as much off as I could afford to"  
[X Link](https://x.com/F15JCM/status/1696907670085628174)  2023-08-30T15:28Z [----] followers, [--] engagements


"@feynzz With S&P up nearly 20% ytd I'm finding it a confusing environment given interest rate backdrop 😵💫"  
[X Link](https://x.com/F15JCM/status/1697276384719073741)  2023-08-31T15:53Z [----] followers, [---] engagements


"@LeoKearse 😂 think of yourself as a Damien Hirst piece"  
[X Link](https://x.com/F15JCM/status/1700108769059852405)  2023-09-08T11:28Z [----] followers, [---] engagements


"@shoottheducks I think equity release/right sizing should become normalised given the capital gains older generations have seen on their properties"  
[X Link](https://x.com/F15JCM/status/1701877537633079731)  2023-09-13T08:36Z [----] followers, [--] engagements


"#HTG Sold half at 295p for a 30% profit. It's had a good run but hoping some broker upgrades following yesterday's capital markets day will give it a further boost"  
[X Link](https://x.com/F15JCM/status/1702590071788966101)  2023-09-15T07:48Z [----] followers, [---] engagements


"Is 'who can slog the hardest' getting a bit boring 🏏"  
[X Link](https://x.com/anyuser/status/1702696379598901410)  2023-09-15T14:50Z [--] followers, [---] engagements


"@Muppetsdad2 @wheeliedealer Agree with 1st point but wouldn't cutting rates weaken which would be inflationary"  
[X Link](https://x.com/F15JCM/status/1703046141753835941)  2023-09-16T14:00Z [----] followers, [--] engagements


"@OliviaEl153 @Hawkeye_74 Sort of if clients go back into stocks then obviously stockbroking revenue will pick back up. Interest isn't going to disappear anytime soon. Normalised earnings going forward are north of where they were in FY22. An industry price war is the main threat here #HL"  
[X Link](https://x.com/F15JCM/status/1704081247851397441)  2023-09-19T10:33Z [----] followers, [--] engagements


"#HTG to be promoted to the FTSE250"  
[X Link](https://x.com/F15JCM/status/1704798564914745753)  2023-09-21T10:03Z [----] followers, [---] engagements


"@reb40 'With recent increases in interest rates the interest rate on this loan is currently approximately 19.2%' 🤯 #MTC"  
[X Link](https://x.com/F15JCM/status/1705107276833468881)  2023-09-22T06:30Z [----] followers, [---] engagements


"@PaulAhdal @Finumus1 You can be but she has been the only political growth choice in quite a while. Be interested to hear the things she put forward that either of you were against"  
[X Link](https://x.com/F15JCM/status/1705191254873571457)  2023-09-22T12:04Z [----] followers, [--] engagements


"0.7% this week 8.2% ytd 💰2.8% Several dividends will be turning up over the next couple of weeks #DEC #ECK #GACB #IGG #RMII #RSAB #TTG Could be worse I could have gone to the football with @RogerGreen2009 😱😱😱😱😱😱😱😱"  
[X Link](https://x.com/F15JCM/status/1706053660898177512)  2023-09-24T21:11Z [----] followers, [----] engagements


"#TMG Who/what are the 'non-controlling interests'"  
[X Link](https://x.com/F15JCM/status/1706565457883353184)  2023-09-26T07:04Z [----] followers, [---] engagements


"@jpsc01 @jonloveridge83 @DanNeidle The trouble is if like me you are unwilling to suffer an obscene marginal rate you end up with capped take home pay which isn't great in an inflationary environment when the thresholds don't move. It's a huge disincentive to work and the primary reason I'm leaving"  
[X Link](https://x.com/anyuser/status/1706989267187122459)  2023-09-27T11:08Z [--] followers, [---] engagements


"Much more engaging content from @IChronicle on this occasion tbf"  
[X Link](https://x.com/F15JCM/status/1707033110657868270)  2023-09-27T14:03Z [----] followers, [---] engagements


"@feynzz @stocks102 Good business but I just read something about mortgage arrears being at a 7y high. Surely this translates into belt tightening at some point I'm still short #MAB"  
[X Link](https://x.com/F15JCM/status/1707037047150547163)  2023-09-27T14:18Z [----] followers, [---] engagements


"@dopamine_uptake @1James1n1 #HSS looks cheap on this morning's figures but #SDY's mcap is entirely underpinned by NTAV at the current level"  
[X Link](https://x.com/F15JCM/status/1707327261169340714)  2023-09-28T09:31Z [----] followers, [--] engagements


"#HTG Sold the remainder @ 320p for a 42% profit #HTG Sold half at 295p for a 30% profit. It's had a good run but hoping some broker upgrades following yesterday's capital markets day will give it a further boost https://t.co/zu9qvKh57t #HTG Sold half at 295p for a 30% profit. It's had a good run but hoping some broker upgrades following yesterday's capital markets day will give it a further boost https://t.co/zu9qvKh57t"  
[X Link](https://x.com/F15JCM/status/1707337892371030266)  2023-09-28T10:14Z [----] followers, [---] engagements


"@Raisingthebase @dopamine_uptake @1James1n1 Yeah I did look no insider deals in at least 12m"  
[X Link](https://x.com/F15JCM/status/1707344185123086719)  2023-09-28T10:39Z [----] followers, [--] engagements


"@Phunkin_El You're not alone I'm having a stinker this year. Not only have my holdings been falling but my short positions in #FEVR and #MAB have been flying high🤕 Between #SWG and #HMI I've crystallised a [--] figure loss 🤮"  
[X Link](https://x.com/F15JCM/status/1707669079438303466)  2023-09-29T08:10Z [----] followers, [----] engagements


"#HUM Decided to exit this afternoon for a 33% loss. The 👻 of #SO4 and its numerous unexpected capital raises continues to haunt me. Don't want it to be a case of 'fool me twice shame on me'"  
[X Link](https://x.com/F15JCM/status/1707792237067653190)  2023-09-29T16:19Z [----] followers, [---] engagements


"2.2% this week 10.2% YTD 💰4.4% With the two stocks (#HMI & #HUM) I identified as having multi-bagging potential sold due to the investment case collapsing my hope of a rapid turnaround in performance has gone. Will have to grind with lower risk (no extraction) going fwd"  
[X Link](https://x.com/F15JCM/status/1708199469836050868)  2023-09-30T19:17Z [----] followers, [----] engagements


"#JDW Tim channels his inner Canadian trucker. Think there is some full year numbers in there somewhere"  
[X Link](https://x.com/F15JCM/status/1710176206685983081)  2023-10-06T06:12Z [----] followers, [---] engagements


"2.1% this week 12.0% YTD 💰3.9% Pretty horrible week for both me and the wider market 🤕 Fortunately worse things didn't happen at sea 🌊🤿"  
[X Link](https://x.com/F15JCM/status/1710574290469532017)  2023-10-07T08:34Z [----] followers, [----] engagements


"0.3% this week 12.2% YTD 💰4.0%"  
[X Link](https://x.com/F15JCM/status/1713490833733775634)  2023-10-15T09:43Z [----] followers, [---] engagements


"#FRP Re-entered. The last update was encouraging with what must be a reasonable chance of a beat this year. No debt 4.3% divi against #BEG's 3.5% macro tailwind just lacks operational gearing"  
[X Link](https://x.com/F15JCM/status/1713819518735196319)  2023-10-16T07:29Z [----] followers, [---] engagements


"@Andromeda8Music Fundamentals look good. I buy dips. They were in short supply when I bought this morning"  
[X Link](https://x.com/F15JCM/status/1713827224632082853)  2023-10-16T08:00Z [----] followers, [--] engagements


"@Andromeda8Music True but it has allowed me to buy at a lower level to when they hinted at the earnings beat. I quite like these situations"  
[X Link](https://x.com/F15JCM/status/1713839961403695294)  2023-10-16T08:51Z [----] followers, [--] engagements


"IFS talking about abolishing IHT relief on AIM stocks SIPPs and business property. What a time to be alive. Or indeed die 💀"  
[X Link](https://x.com/F15JCM/status/1714257277199212997)  2023-10-17T12:29Z [----] followers, [---] engagements


"@Finumus1 I've found the spread can vary greatly. One of the General Accident ones was well under 1p one day I bought it"  
[X Link](https://x.com/F15JCM/status/1715295965760930268)  2023-10-20T09:16Z [----] followers, [---] engagements


"0.2% this week 12.4% YTD 💰1.8% #FTSE250 is now 30% off its Sept '21 peak. That's quite a lot 🫤"  
[X Link](https://x.com/F15JCM/status/1716038720191631419)  2023-10-22T10:28Z [----] followers, [---] engagements


"@otemple79 If it's not a cyber attack it's a fire. Now sand in the well. Reminds me of #PANR when they were in Texas. There's always an excuse 🙄"  
[X Link](https://x.com/F15JCM/status/1716564939836383628)  2023-10-23T21:19Z [----] followers, [---] engagements


"@1James1n1 @rhomboid1MF #SCT forecasts aren't predicting much and there are obvious economic headwinds. Risk/reward looks all wrong. Might go short"  
[X Link](https://x.com/F15JCM/status/1716708699929031115)  2023-10-24T06:50Z [----] followers, [---] engagements


"Anyone seen any of the rationale behind the short positions in #HL"  
[X Link](https://x.com/F15JCM/status/1717104222779380157)  2023-10-25T09:02Z [----] followers, [---] engagements


"@detector_trader It's not an issue with earnings they've just booked their most profitable year in their history #HL"  
[X Link](https://x.com/F15JCM/status/1717106106848231908)  2023-10-25T09:09Z [----] followers, [--] engagements


"#SDY Market is clearly pricing in a dividend cut even though management have just spend 20m on an acquisition. Is the CEO very daft or the market very wrong Could have bought back 20m of shares at NTAV 🤔"  
[X Link](https://x.com/F15JCM/status/1717868913340391689)  2023-10-27T11:40Z [----] followers, [---] engagements


"@Finumus1 I have surplus capital divided between UK prefs and an Aldermore instant access business savings account"  
[X Link](https://x.com/F15JCM/status/1719320460066689183)  2023-10-31T11:48Z [----] followers, [--] engagements


"The more I hear from Dominic Cummings the more I wonder what anyone ever saw in him"  
[X Link](https://x.com/F15JCM/status/1719699645390115304)  2023-11-01T12:55Z [----] followers, [---] engagements


"#HL Perhaps wishful thinking but this is surely a potential catalyst for a short squeeze Shorters are covering a 5.7% yield. It's far from a zero so what is their exit plan"  
[X Link](https://x.com/F15JCM/status/1720032716689727880)  2023-11-02T10:58Z [----] followers, [----] engagements


"@DartronTrading Shorters covering divis harms the total return to the same extent that receiving dividends boosts the TR for holders. To say it is irrelevant is misleading. In practice dividends are typically and paid from profits rather than retained earnings so the ex divi argument is false"  
[X Link](https://x.com/F15JCM/status/1720079435289034970)  2023-11-02T14:04Z [----] followers, [--] engagements


"0.8% this week 13.1% YTD 💰7.1% With #FTSE250 +6.6% a bit disappointing. Sold #QLT on Friday and added to #PMI Top 10: [--]. #BWSA #GACA #GACB #RSAB 16.9% [--]. #RMII 12.6% [--]. #IGG 9.1% [--]. #TTG 8.1% [--]. 💰Cash [--]. #DEC 6.8% [--]. #SNX 6.5% [--]. #PMI 6.3% [--]. #HL 4.8% [--]. #ECK 4.5%"  
[X Link](https://x.com/F15JCM/status/1720886978244186275)  2023-11-04T19:33Z [----] followers, [----] engagements


"Interested to hear how #XPF are getting on at their next update. Friend and I went to Golf Fang in Sheffield (city of 60k students) on Mon night. We were [--] of [--] customers. [--] bar staff two doormen and a massive space to heat. We were the only [--] in the sushi restaurant after 🤷♂"  
[X Link](https://x.com/F15JCM/status/1722292316633804824)  2023-11-08T16:37Z [----] followers, [----] engagements


"#BBSN Bought back in (smaller position). Oli sounds confident and he's always followed his words with results in the past. No mention of challenges from algo changes that have affected others in the sector. Refers to new customers 'enterprise clients' rather than 'whoppers' ✅"  
[X Link](https://x.com/F15JCM/status/1723992342753923219)  2023-11-13T09:12Z [----] followers, [---] engagements


"#SNX I called this morning explained I'd been holding for [--] years lived locally and wanted to attend. I was told 'institutions only'. Given the chronic underperformance of the shares a more open approach might be useful @synecticsglobal #SNX I'm long Big Brother👀 Sheffield based surveillance company beaten down by involvement in the Casino industry. 18.7m mcap is now equal to 1x NTAV and 0.5x BV. I'm expecting a recovery in end markets this year and a return to profitability. https://t.co/8VExpC4mqj 1/ #SNX I'm long Big Brother👀 Sheffield based surveillance company beaten down by"  
[X Link](https://x.com/F15JCM/status/1724720545764188410)  2023-11-15T09:26Z [----] followers, [----] engagements


"#SNX I hope the institutions enjoyed a good lunch. One trade all day 🙄 #SNX just need to look at their share register to see what a dumb move it is to exclude retail holderstheres 10.8% on the exit ramp https://t.co/e5CP4GNvu7 #SNX just need to look at their share register to see what a dumb move it is to exclude retail holderstheres 10.8% on the exit ramp https://t.co/e5CP4GNvu7"  
[X Link](https://x.com/F15JCM/status/1724826972574962149)  2023-11-15T16:29Z [----] followers, [---] engagements


"@1James1n1 @rhomboid1MF I remember when #COST got hit by a collapsing roof (not literally) that had been done by a subcontractor who had since gone bust. I'm aware there are a lot of insolvencies in the sector at the moment. Always the potential to get tripped up by something not strictly their fault"  
[X Link](https://x.com/F15JCM/status/1725868222140862585)  2023-11-18T13:27Z [----] followers, [---] engagements


"@Robbie133463 @MahyarTousi No but if you look at Argentina's air force on Wikipedia they don't really matter"  
[X Link](https://x.com/F15JCM/status/1726389510185832816)  2023-11-19T23:58Z [----] followers, [--] engagements


"@LUFC @Lot_17a Always wanted to go to Leeds"  
[X Link](https://x.com/F15JCM/status/1727023485170614743)  2023-11-21T17:57Z [----] followers, [---] engagements


"#TTG I've exited what was my #4 position for a 14% loss. Revenue growth is weak (-ve in H2) and a mild warning is hardly a good start for the new CEO. I'm adopting a zero-tolerance policy for new management. Revenue visibility is short term which I don't like in this environment"  
[X Link](https://x.com/F15JCM/status/1727266593137172798)  2023-11-22T10:03Z [----] followers, [---] engagements


"#HL 🎶'We can see you sneaking out We can see you sneaking out' Added"  
[X Link](https://x.com/F15JCM/status/1727298080377286807)  2023-11-22T12:08Z [----] followers, [---] engagements


"#AFM Profits poor cashflow awful SH equity down 6.2m. Retained earnings down to 774k 😱 Dividend under threat I used to really like this stock"  
[X Link](https://x.com/F15JCM/status/1727629090021077478)  2023-11-23T10:04Z [----] followers, [---] engagements


"basically a junk AIM stock addicted to dilutive placings. British citizens the long-suffering holders who bought the IPO"  
[X Link](https://x.com/F15JCM/status/1727642412263059942)  2023-11-23T10:57Z [----] followers, [---] engagements


"@rhomboid1MF Not one I follow but this podcast covered several shares including #RM in some depth. The fund has performed well"  
[X Link](https://x.com/F15JCM/status/1727968463866429796)  2023-11-24T08:32Z [----] followers, [---] engagements


"@detector_trader It's not very accessible from South Yorkshire. I have been looking at the Isle of Man"  
[X Link](https://x.com/F15JCM/status/1728497081436733829)  2023-11-25T19:33Z [----] followers, [--] engagements


"#MAB I believe the RCF is undrawn but if it weren't they would be in breach of the covenant (3x) as Net Debt ex. leases/EBITDA currently stands at 3.23x"  
[X Link](https://x.com/F15JCM/status/1730171312486719615)  2023-11-30T10:26Z [----] followers, [---] engagements


"Been an interesting year in oilfield services. Definitely a stock pickers sector #GMS #HTG #PFC #WG"  
[X Link](https://x.com/F15JCM/status/1730182011338330571)  2023-11-30T11:08Z [----] followers, [---] engagements


"@otemple79 I called #HTG quite well. I did nicely out of #GMS too but it's put on another 62% since I sold. The pull back in oil doesn't seem to have bothered it. Interesting that @DangerCapital was never keen in the first place 🤷♂"  
[X Link](https://x.com/F15JCM/status/1730204639310618723)  2023-11-30T12:38Z [----] followers, [--] engagements


"#MAB So if FY24 sales show a 1% decline they blow up. TBF L4L's YTD are +7.2% but they are clearly very vulnerable to UK consumer confidence"  
[X Link](https://x.com/F15JCM/status/1730216075227238415)  2023-11-30T13:23Z [----] followers, [---] engagements


"While I might agree with his stance this is incredibly stupid 🙄"  
[X Link](https://x.com/F15JCM/status/1730611009142845935)  2023-12-01T15:33Z [----] followers, [---] engagements


"House hunting 🙂"  
[X Link](https://x.com/F15JCM/status/1730866854418080048)  2023-12-02T08:29Z [----] followers, [----] engagements


"Maltese Premier League: Balzan FC V Sirens Unofficial attendance: [--] odd ❤🤍"  
[X Link](https://x.com/F15JCM/status/1730975605640855729)  2023-12-02T15:41Z [----] followers, [---] engagements


"Malta still has attended petrol stations⛽ Conclusive proof is going backwards"  
[X Link](https://x.com/F15JCM/status/1731976344701899040)  2023-12-05T09:58Z [----] followers, [---] engagements


"@GoodwinMJ If Newcastle Uni is anything like Sheffield it will be in the pocket of the CCP. A lecturer I know was taking selfies in Tiananmen Sq the other day on a business trip. He obviously saw nothing wrong with this or was asked to do so by his paymasters"  
[X Link](https://x.com/F15JCM/status/1732292132738609195)  2023-12-06T06:53Z [----] followers, [---] engagements


"@SharelockHones Did you buy any"  
[X Link](https://x.com/F15JCM/status/1732356663087182209)  2023-12-06T11:09Z [----] followers, [--] engagements


"@SharelockHones I don't hold #APH Looks to be struggling. Seem to remember they came unstuck with something What will turn it around"  
[X Link](https://x.com/F15JCM/status/1732359306052309337)  2023-12-06T11:20Z [----] followers, [--] engagements


"@PETERMINIHAN @1James1n1 Commiserations. Economy is clearly quite grim. I've noticed clients paying me later. One of the reasons I'm quite heavy fixed income compared to most I'm not that confident of a quick rebound"  
[X Link](https://x.com/F15JCM/status/1732674435469963470)  2023-12-07T08:12Z [----] followers, [--] engagements


"Had an O2 contract for decades. Now I'm looking to cancel it I've only just realised that I've been getting ripped off for years. I've been paying 20/month for 5GB and unlimited calls. PAYG is *MUCH* cheaper👇 Why does anyone bother with a contract 🤷♂"  
[X Link](https://x.com/F15JCM/status/1733199904690860421)  2023-12-08T19:00Z [----] followers, [----] engagements


"@mojomogoz Saw them hanging of telephone wires in Sri Lanka. Terrifying"  
[X Link](https://x.com/F15JCM/status/1733988712810209384)  2023-12-10T23:14Z [----] followers, [--] engagements


"#WNWD it's encouraging that they don't capitalise R&D and consequently don't have any intangibles their balance sheet ✅ Makes EBITDA more useful. Worth a closer look👓"  
[X Link](https://x.com/F15JCM/status/1734114259515109435)  2023-12-11T07:33Z [----] followers, [----] engagements


"#SNX 'materially ahead' +30%"  
[X Link](https://x.com/F15JCM/status/1734124426445173151)  2023-12-11T08:14Z [----] followers, [----] engagements


"@vsihv Did my Adv in October. Doing Deep & Wreck in January then planning to go tech as a lot of the wrecks in Malta are at 40m+. Considering starting tech on a rebreather 💰😬"  
[X Link](https://x.com/F15JCM/status/1734127951040422343)  2023-12-11T08:28Z [----] followers, [--] engagements


"@vsihv Not going to struggle to find a tech instructor in Malta I've joined a couple of Facebook groups out there. People are diving every week. Can't wait 😀"  
[X Link](https://x.com/F15JCM/status/1734135257643811081)  2023-12-11T08:57Z [----] followers, [--] engagements


"@ZubyMusic Is there any QE in the developed middle-east out of interest"  
[X Link](https://x.com/F15JCM/status/1734245746604466290)  2023-12-11T16:16Z [----] followers, [---] engagements


"@vsihv I lied when I said I didn't want anything. I want a Garmin Descent MK3i with transmitter but thought that would probably have been pushing it 🤔 I'll settle for a lift to the airport 😜"  
[X Link](https://x.com/F15JCM/status/1734334031020396575)  2023-12-11T22:07Z [----] followers, [--] engagements


"@rhomboid1MF Thanks. I suggested to @Hawkeye_74 that this was a risk #HL"  
[X Link](https://x.com/F15JCM/status/1734487451056435213)  2023-12-12T08:16Z [----] followers, [---] engagements


"@bigbigdave_ Just before consumer spending comes under the most pressure in decades"  
[X Link](https://x.com/F15JCM/status/1734492339677065522)  2023-12-12T08:36Z [----] followers, [--] engagements


"@RogerGreen2009 @rhomboid1MF Population density is a red herring as people live in cities. UK density is over 10x that of Brazil despite Sau Paulo having more than 20m residents. 25% of Swedes live in the Stockholm urban area"  
[X Link](https://x.com/F15JCM/status/1734852832845566439)  2023-12-13T08:28Z [----] followers, [--] engagements


"#SNX Sold 50% of position at 160p for a 50% capital gain. Quite a week 🙂"  
[X Link](https://x.com/F15JCM/status/1735336636697702806)  2023-12-14T16:31Z [----] followers, [---] engagements


"@1James1n1 Good points. On the other side of the argument you have people coming off fixed rate mortgages persistent inflation dwindling covid savings insolvencies and the likelihood of a recession"  
[X Link](https://x.com/F15JCM/status/1735649409864487322)  2023-12-15T13:14Z [----] followers, [---] engagements


"4.2% this week 6.4% YTD 💰12.1% Decent week📈 #SNX +49% #KGH +19% #BBSN +17% #FRP +10%"  
[X Link](https://x.com/F15JCM/status/1736351896812560395)  2023-12-17T11:45Z [----] followers, [----] engagements


"@nicktudor100 @A1Mhigh @LoxleyCap A price war bothers me more than regulation. IG for instance can probably afford to do ISA and SIPPs as a loss leader to attract spread betting customers #IGG #HL"  
[X Link](https://x.com/F15JCM/status/1736398709804384270)  2023-12-17T14:51Z [----] followers, [---] engagements


"#DEC V $DEC"  
[X Link](https://x.com/F15JCM/status/1737139780004049181)  2023-12-19T15:56Z [----] followers, [---] engagements


"#DEC $DEC buyers of the dip have been hansomly rewarded @rhomboid1MF Today's disparity was interesting* *gut wrenching but interesting https://t.co/jlpqJms8c7 @rhomboid1MF Today's disparity was interesting* *gut wrenching but interesting https://t.co/jlpqJms8c7"  
[X Link](https://x.com/F15JCM/status/1737194257230823720)  2023-12-19T19:32Z [----] followers, [---] engagements


"@Stemis3 @RanmoorRuffian @OilGasTracker Complicated and risky for sure. At least you are getting well paid for taking the risk. I don't like financial engineering in general. I should have probably stayed in my lane"  
[X Link](https://x.com/F15JCM/status/1737424911054860289)  2023-12-20T10:49Z [----] followers, [--] engagements


"@growth_invest1 Interest rates would surely have given things a push in the right direction. Seems like a victim of human inability for inaction to me"  
[X Link](https://x.com/F15JCM/status/1737561296269197343)  2023-12-20T19:51Z [----] followers, [--] engagements


"@christiancalgie presented in Lady Jane Grayscale"  
[X Link](https://x.com/F15JCM/status/1737857230832275612)  2023-12-21T15:27Z [----] followers, [----] engagements


"Is the cost of living crisis even a thing"  
[X Link](https://x.com/anyuser/status/1740325641848000636)  2023-12-28T10:55Z [--] followers, [----] engagements


"This account returned a profit of 2.9% since opening (so similar to cash). Decent performance from preference shares offset by paper losses on #RMII & #RGO and a booked loss on #HMI Need to find a home for the money returned from the #BWSA mandatory tender. Currently 20.5% 💰 My new @ii_couk corporate account now open. Looking forward to some yield shopping tomorrow 😀 My new @ii_couk corporate account now open. Looking forward to some yield shopping tomorrow 😀"  
[X Link](https://x.com/F15JCM/status/1740755027453727087)  2023-12-29T15:21Z [----] followers, [---] engagements


"@Fxhedgers @WallStreetSilv Who knew that the 2nd coming of Thatcher would be in the form of an Argentine 🤔"  
[X Link](https://x.com/F15JCM/status/1740768472374669791)  2023-12-29T16:15Z [----] followers, [---] engagements


"➡ 😀 🎶Leaving on a jet plane don't know when I'll be back again* *When Nigel's in Number [--] 😉 Thanks for the idea @sco15375772 😘"  
[X Link](https://x.com/F15JCM/status/1740984602351862246)  2023-12-30T06:34Z [----] followers, [----] engagements


"@LozzaFox If I was a Faulkland islander I'd now be lobbying to join Argentina"  
[X Link](https://x.com/anyuser/status/1741480793904476561)  2023-12-31T15:25Z [--] followers, [----] engagements


"Much to my consternation I'd seen 100% paper profits on both🤦♂ #HUM was sold in September 50% down from May's peak. #SWG started the rot in March with a profit warning. There'd already been an FX screw-up. I lost faith in management and sold"  
[X Link](https://x.com/F15JCM/status/1741906242426012027)  2024-01-01T19:36Z [----] followers, [---] engagements


"#SDY The construction sector has been a funny one. Many of the listed contractors have had a superb year. Picks & shovels not so much. #BEG tells us there have been elevated insolvencies among smaller outfits"  
[X Link](https://x.com/F15JCM/status/1741906502330319083)  2024-01-01T19:37Z [----] followers, [---] engagements


"Given the scale of the aforementioned disasters they were clearly offset by several winners. Prefs all finished up and delivered solid income. Many thanks to @Hawkeye_74 for his tutelage on those. #XPS delivered over 65% this year though I did trim in Jan & again in Jul"  
[X Link](https://x.com/anyuser/status/1741907183782998496)  2024-01-01T19:40Z [--] followers, [---] engagements


"#SNX was particularly pleasing having held since Jan [--]. It rerated on an earnings upgrade and I sold half of my holding near the top of the spike #BBSN My April exit was well timed and I re-entered in November #IGG #FRP #KGH #VCAP all made +VE contributions and are still held"  
[X Link](https://x.com/F15JCM/status/1741914233426649533)  2024-01-01T20:08Z [----] followers, [---] engagements


"I go into [----] with: [--]. 💰 15.1% [--]. #RMII 12.3% [--]. Prefs 11.6%% (#RSAB #GACA #GACB) [--]. #IGG 9.7% [--]. #HL 7.6% [--]. #PMI 7.2% [--]. #DEC 4.9% (49% down) [--]. #SDY 4.4% [--]. #SNX 4.2% [--]. #ECK 4.0% [--]. #VCAP 3.8% [--]. #FRP 3.0% [--]. #KGH 2.8% [--]. #XPS 1.7% + #CAV #BBSN #KEYS #BKY #HBR"  
[X Link](https://x.com/anyuser/status/1741922236603249098)  2024-01-01T20:39Z [--] followers, [----] engagements


"@GoLeftMassa Yeah I'm actually quite relieved I got away with so little damage. #HMI and #TRIN have fallen a lot further since I sold. I'm not expecting [----] to be easy (seem to be in a minority here) but with no new commodity stocks or 'foreign muck' I think I'm giving myself a chance"  
[X Link](https://x.com/F15JCM/status/1741925476904349943)  2024-01-01T20:52Z [----] followers, [---] engagements


"@Hawkeye_74 What is #AGFX's USP besides account management"  
[X Link](https://x.com/anyuser/status/1742909700163674354)  2024-01-04T14:03Z [--] followers, [---] engagements


"@nicktudor100 That looks absolutely beautiful The new pad is in Balzan Malta"  
[X Link](https://x.com/F15JCM/status/1744237867356881290)  2024-01-08T06:01Z [----] followers, [---] engagements


"Upgrades from #PLUS and #CMCX this morning. Hopefully a nice read across for my #4 holding #IGG 🤞 I go into [----] with: [--]. 💰 15.1% [--]. #RMII 12.3% [--]. Prefs 11.6%% (#RSAB #GACA #GACB) [--]. #IGG 9.7% [--]. #HL 7.6% [--]. #PMI 7.2% [--]. #DEC 4.9% (49% down) [--]. #SDY 4.4% [--]. #SNX 4.2% [--]. #ECK 4.0% [--]. #VCAP 3.8% [--]. #FRP 3.0% [--]. #KGH 2.8% [--]. #XPS 1.7% + #CAV #BBSN #KEYS #BKY #HBR I go into [----] with: [--]. 💰 15.1% [--]. #RMII 12.3% [--]. Prefs 11.6%% (#RSAB #GACA #GACB) [--]. #IGG 9.7% [--]. #HL 7.6% [--]. #PMI 7.2% [--]. #DEC 4.9% (49% down) [--]. #SDY 4.4% [--]. #SNX 4.2% [--]. #ECK 4.0% [--]. #VCAP 3.8% [--]. #FRP 3.0% [--]. #KGH 2.8%"  
[X Link](https://x.com/F15JCM/status/1744256563714445567)  2024-01-08T07:15Z [----] followers, [----] engagements


"@AArmstrong_says Is there one in Gibraltar yet"  
[X Link](https://x.com/F15JCM/status/1745364420237115464)  2024-01-11T08:37Z [----] followers, [--] engagements


"@feynzz Very sensitive to oil price then. Any hedging in place"  
[X Link](https://x.com/anyuser/status/1745490779085111574)  2024-01-11T17:00Z [--] followers, [--] engagements


"@250kchip @WallStreetSilv Malta in blue"  
[X Link](https://x.com/F15JCM/status/1747528398023340341)  2024-01-17T07:56Z [----] followers, [--] engagements


"@rhomboid1MF Surely the minimum wage increase will play apart when it comes into effect (April I think)"  
[X Link](https://x.com/F15JCM/status/1747910339759382920)  2024-01-18T09:14Z [----] followers, [---] engagements


"@triggerpod @KonstantinKisin I don't understand why anyone would give up their weekend to protest about a 3rd party conflict they clearly know almost nothing about 🤷♂"  
[X Link](https://x.com/F15JCM/status/1747912895638180150)  2024-01-18T09:24Z [----] followers, 11.2K engagements


"Wow. Labour really should have been in favour of Boris' 'letting covid rip' approach 😂 For people under [--] today's YouGov poll is: Lab 60% Con 10% Green 10% LD 9% Reform 5% SNP 3% For people under [--] today's YouGov poll is: Lab 60% Con 10% Green 10% LD 9% Reform 5% SNP 3%"  
[X Link](https://x.com/F15JCM/status/1747930827889967324)  2024-01-18T10:35Z [----] followers, [---] engagements


"@tradermark72 Staff at main dealers should come to work dressed as Dick Turpin"  
[X Link](https://x.com/F15JCM/status/1747931544654577790)  2024-01-18T10:38Z [----] followers, [--] engagements


"#WIN Why does nobody takeover my stocks at a 50% premium 😭"  
[X Link](https://x.com/F15JCM/status/1748247033985606097)  2024-01-19T07:32Z [----] followers, [----] engagements


"#BEG #FRP Certainly no expert on retail but these numbers look pretty grotty to me. Got to be some merit in holding these two that profit from insolvencies. Lots of trading updates suggesting consumer confidence is weak Retail sales.to December 😬 Well I suppose it helps bring inflation down. Forecasts.way off. https://t.co/RHq5bJtuEa Retail sales.to December 😬 Well I suppose it helps bring inflation down. Forecasts.way off. https://t.co/RHq5bJtuEa"  
[X Link](https://x.com/F15JCM/status/1748285233911284158)  2024-01-19T10:04Z [----] followers, [---] engagements


"@DangerCapital Like #SNX are they hoping/waiting for a recovery in Asian gaming"  
[X Link](https://x.com/F15JCM/status/1748476563455136194)  2024-01-19T22:44Z [----] followers, [--] engagements


"@shiftingshares @SharePickers Then there's the profit warning 'Strengthened balance sheet will remove cash constraints which have held back growth in recent periods as a result of which the Board currently expect trading for the period to [--] December [----] to be at the lower end of market expectations' #EAAS"  
[X Link](https://x.com/F15JCM/status/1749334480110715247)  2024-01-22T07:33Z [----] followers, [---] engagements


"#BBSN Backed up the truck this morning. Given the competence management are displaying here it should be trading at a premium to peers IMO. Surprising amount of stock available. Expecting a very positive Simon Thompson article shortly👍 #BBSN Bought back in (smaller position). Oli sounds confident and he's always followed his words with results in the past. No mention of challenges from algo changes that have affected others in the sector. Refers to new customers 'enterprise clients' rather than 'whoppers' ✅ https://t.co/MZ6Bhj9pje #BBSN Bought back in (smaller position). Oli sounds confident"  
[X Link](https://x.com/F15JCM/status/1749709733219455344)  2024-01-23T08:24Z [----] followers, [----] engagements


"@shiftingshares Lord Ashcroft certainly keen and he's no mug"  
[X Link](https://x.com/anyuser/status/1749743906911027371)  2024-01-23T10:40Z [--] followers, [---] engagements


"@otemple79 There's a H2 weighting so trading momentum does indeed look good. There's loads of tax loss assets here too. Don't think they are going to pay any for years. I was buying in 500k lumps without issue this morning"  
[X Link](https://x.com/F15JCM/status/1749758451507499253)  2024-01-23T11:38Z [----] followers, [--] engagements


"@rhomboid1MF Perhaps surprising short funds didn't look at this earlier when the yield was lower. I wonder if the recent asset sale was the catalyst"  
[X Link](https://x.com/F15JCM/status/1749842130309198054)  2024-01-23T17:10Z [----] followers, [---] engagements


"@MazherArshad @KP24 I like the way Nepal consistently does things differently. Only country not to have a rectangular flag"  
[X Link](https://x.com/F15JCM/status/1750160589454766424)  2024-01-24T14:16Z [----] followers, [----] engagements


"@RanmoorRuffian @rhomboid1MF It's a hell of a yield to cover. Would be interesting to see the short response if they raised the divi #DEC"  
[X Link](https://x.com/F15JCM/status/1750213074223571246)  2024-01-24T17:44Z [----] followers, [---] engagements


"#IGG Very disappointing update this morning especially in light of the below. These two positive are worth noting though: Upgrades from #PLUS and #CMCX this morning. Hopefully a nice read across for my #4 holding #IGG 🤞 https://t.co/8ii0XoYvfS Upgrades from #PLUS and #CMCX this morning. Hopefully a nice read across for my #4 holding #IGG 🤞 https://t.co/8ii0XoYvfS"  
[X Link](https://x.com/F15JCM/status/1750431227192979584)  2024-01-25T08:11Z [----] followers, [----] engagements


"@wheeliedealer The cost savings have limited scope. Revenue growth is lousy and slowing #FEVR"  
[X Link](https://x.com/F15JCM/status/1750802582644076884)  2024-01-26T08:47Z [----] followers, [--] engagements


"Morning 🚴♂ ride now breakfast by the 🌊"  
[X Link](https://x.com/F15JCM/status/1751194738965758132)  2024-01-27T10:45Z [----] followers, [----] engagements


"#BEG looking for a buyer of Langsett Cycles. Fancy a new challenge @RanmoorRuffian @smarkus"  
[X Link](https://x.com/F15JCM/status/1753713567440711942)  2024-02-03T09:34Z [----] followers, [---] engagements


"'It's worse than the 70's' 😱"  
[X Link](https://x.com/F15JCM/status/1754167526353743879)  2024-02-04T15:38Z [----] followers, [---] engagements


"@rhomboid1MF @jpsc01 What do you mean by '+ coupon'"  
[X Link](https://x.com/F15JCM/status/1754559290394722684)  2024-02-05T17:35Z [----] followers, [---] engagements


"@Old_Man_Trading 'just a matter of time' is my new favourite expression What's it's time until is often unclear"  
[X Link](https://x.com/F15JCM/status/1755151149949133114)  2024-02-07T08:46Z [----] followers, [--] engagements


"Simon Thompson's Bargain Shares list was published 2nd Thursday in February last year. I genuinely find this wait far more exciting than Christmas 🤞"  
[X Link](https://x.com/F15JCM/status/1755351777312956493)  2024-02-07T22:04Z [----] followers, [----] engagements


"@rhomboid1MF #SNX is currently being propelled by a certain 'investment club'. While I'm a beneficiary I'm not sure I agree with the way illiquid stocks are deliberately targeted"  
[X Link](https://x.com/F15JCM/status/1755356363897647527)  2024-02-07T22:22Z [----] followers, [---] engagements


"@Trendz_LSE He's certainly written on #GMS"  
[X Link](https://x.com/F15JCM/status/1755357001670869264)  2024-02-07T22:24Z [----] followers, [---] engagements


"@Investment4Adam @Trendz_LSE Disappointed to see eEnergy #EASS on there. Management showed who the company is run for with the terms of the debt they provided to the company"  
[X Link](https://x.com/F15JCM/status/1755635172945338550)  2024-02-08T16:50Z [----] followers, [---] engagements


"0.3% this week 0.6% YTD 💰6.8% No trades this week Top Holdings (5%+) [--]. Insurance Prefs [--]. #RMII [--]. #BBSN [--]. #IGG [--]. #HL [--]. #VCAP [--]. #PMI [--]. #SNX"  
[X Link](https://x.com/F15JCM/status/1756806412124991546)  2024-02-11T22:24Z [----] followers, [---] engagements


"@honestulcerman Thanks wasn't aware. Would give me some diversification away from insurance sector 👍"  
[X Link](https://x.com/F15JCM/status/1757386432245600493)  2024-02-13T12:49Z [----] followers, [--] engagements


"If the UK outlook is 'actually quite decent'. Then 'why👇' #LLOY"  
[X Link](https://x.com/F15JCM/status/1757717821235007548)  2024-02-14T10:46Z [----] followers, [----] engagements


"#XPS I've added back (more than I sold) at a higher price. The substantial insider selling was clearly just a distraction. The regulatory tailwind sounds material and the valuation and dividend are attractive 👍 #XPS Following the director selling I've sold 50% of my remaining holding for a 47% gain plus dividends. Put the proceeds into #PMI a position I reentered this morning https://t.co/GtC5nTeBcY #XPS Following the director selling I've sold 50% of my remaining holding for a 47% gain plus dividends. Put the proceeds into #PMI a position I reentered this morning https://t.co/GtC5nTeBcY"  
[X Link](https://x.com/F15JCM/status/1758041601094393974)  2024-02-15T08:12Z [----] followers, [---] engagements


"@rorysutherland @honestulcerman @dontdelay That's crazy as earnings are over time and inheritances are a lump sum"  
[X Link](https://x.com/F15JCM/status/1759914797636648987)  2024-02-20T12:16Z [----] followers, [--] engagements


"@JontyLogan @DartronTrading They'd certainly lose out on NIM with rate cuts but the cuts would likely spark equity re-rating which would see AuM increase (likely coupled with inflows) and increased dealing activity. There's an element of natural hedging"  
[X Link](https://x.com/F15JCM/status/1760715033066029455)  2024-02-22T17:15Z [----] followers, [--] engagements


"@DangerCapital @GrahamNeary @rolandhead Yep. That said I'm actually a fan of the stock though don't hold. Betting against your customers makes sense with 81% losing money. Efficient biz only [---] staff worldwide. Like Graham and Roland I have a position in #IGG"  
[X Link](https://x.com/F15JCM/status/1761866807571280075)  2024-02-25T21:32Z [----] followers, [---] engagements


"@cricketwyvern @SpeechUnion @ASPolice He sounds like a public nuisance. 'The Evangelist fundamentalist'. Replace 'Evangelist' with 'Islamic' and imagine how much sympathy you'd find on twitter. Churches are for Christian preaching and they aren't in short supply"  
[X Link](https://x.com/F15JCM/status/1762471200586944559)  2024-02-27T13:34Z [----] followers, [---] engagements


"@reb40 Analysts forecast $22m of FCF for [----]. It was actually negative. Can next year's forecast for $57m be taken seriously #HTG"  
[X Link](https://x.com/F15JCM/status/1763110029383651669)  2024-02-29T07:52Z [----] followers, [---] engagements


"@reb40 It's an average of covering brokers [--] of them currently. Whatever the forecasts they generated no cash in '23. Given they operate in a dying industry if not now when What numbers are you using"  
[X Link](https://x.com/F15JCM/status/1763306616642846782)  2024-02-29T20:53Z [----] followers, [---] engagements


"@MISA6495 😂 the interest rate on that will be awful"  
[X Link](https://x.com/F15JCM/status/1763479973518626940)  2024-03-01T08:22Z [----] followers, [--] engagements


"@Andromeda8Music @andrewdc208 @CapitalPmh Paul Hill's fund manager interviews are cringe 🤢 Never gives their performance and they never bring it up so I'm presume it's poor"  
[X Link](https://x.com/F15JCM/status/1764593967256187344)  2024-03-04T10:09Z [----] followers, [--] engagements


"#BEG Added some more. Yes there are always loads of adjustments but FCF is FCF and EV/FCF is now forecast to fall to single digits. A higher for longer rate environment definitely a tailwind #BEG 18xFCF was a bit lame but it's down to 14x now and due to fall much further over the next couple of years. Heard a guest on @IanKingSky the other day talking about an expected uptick in lucrative administrations. I'm back in @ 110p. 105p has provided consistent support https://t.co/NlEklGf9bi #BEG 18xFCF was a bit lame but it's down to 14x now and due to fall much further over the next couple of"  
[X Link](https://x.com/F15JCM/status/1764607571304829262)  2024-03-04T11:03Z [----] followers, [---] engagements


"Wednesday mornings 🙂⚓ #umelfaroud"  
[X Link](https://x.com/F15JCM/status/1765379541202088181)  2024-03-06T14:10Z [----] followers, [---] engagements


"How many other countries welcome their enemies like us 🤦♂ @ejwwest @JustStop_Oil I didn't say it was a scam I'm just saying if you want to look at governments I'd start by looking at hostiles rather than domestic/friendlies. Our universities are awash with Chinese cash and foul play has already been uncovered https://t.co/dwBGOKZ0lv @ejwwest @JustStop_Oil I didn't say it was a scam I'm just saying if you want to look at governments I'd start by looking at hostiles rather than domestic/friendlies. Our universities are awash with Chinese cash and foul play has already been uncovered"  
[X Link](https://x.com/F15JCM/status/1766400442500596027)  2024-03-09T09:47Z [----] followers, [----] engagements


"1.8% this week 0.3% YTD 💰6.5% Not the best week. Some of my small cap winners have gone a bit soft #BBSN #SNX #FRP Added to #BEG #FRP #KGH Reduced #XPS"  
[X Link](https://x.com/F15JCM/status/1766938560597196846)  2024-03-10T21:25Z [----] followers, [----] engagements


"@rhomboid1MF Or in the case of Loro Piana proof of no sense"  
[X Link](https://x.com/F15JCM/status/1769115091146785115)  2024-03-16T21:34Z [----] followers, [---] engagements


"@Stemis3 @otemple79 Maltese TY is Jan-Dec 😎"  
[X Link](https://x.com/F15JCM/status/1769377310837191071)  2024-03-17T14:56Z [----] followers, [--] engagements


"@christopherhope The Tory wipeout will be glorious though not sure it will offset the [--] years that will follow under Labour rule"  
[X Link](https://x.com/F15JCM/status/1771131267935047915)  2024-03-22T11:06Z [----] followers, [----] engagements


"0.6% this week 1.2% YTD 💰6.6% Lots ex.divi atm Making an impromptu trip to Jersey tomorrow. Remember meeting one of my convivial followers at Mello who lives there. Apologies I forget the name. Let me know if you see this and are around for a 🍻 Recommendations welcome"  
[X Link](https://x.com/F15JCM/status/1771915251409125410)  2024-03-24T15:01Z [----] followers, [---] engagements


"@NeilBigGuns Was only there for a three night holiday. Would recommend and a nice place for the longer term I'm sure"  
[X Link](https://x.com/F15JCM/status/1774797783867765001)  2024-04-01T13:55Z [----] followers, [--] engagements


"#SWG Deja vu. I remember a fund manager once saying 'given Adj. EBITDA is a made-up number if you miss the forecast you really are hopeless' #SWG Following this morning's profit warning I've booked a 65% loss on my largest ever investment. Loss equivalent to 9% of current PF value. Painful but no confidence in the business and hope isn't a strategy so 👋 https://t.co/XY5MwA6Yz3 #SWG Following this morning's profit warning I've booked a 65% loss on my largest ever investment. Loss equivalent to 9% of current PF value. Painful but no confidence in the business and hope isn't a strategy so 👋"  
[X Link](https://x.com/F15JCM/status/1775415895294083246)  2024-04-03T06:51Z [----] followers, [---] engagements


"@Rudy65uk @BrilliantLeader @RogerGreen2009 What have they chosen There does seem to be alternative tracks in the vast majority of career paths"  
[X Link](https://x.com/F15JCM/status/1775865427563802939)  2024-04-04T12:38Z [----] followers, [--] engagements


"Hope it's not too early for clichs but I'm sat in an immigration office and can confirm that there are British people here complaining about being unable to move freely within Europe 🤣 *pictures of queues at passport control to follow"  
[X Link](https://x.com/F15JCM/status/1777231317689659739)  2024-04-08T07:05Z [----] followers, [---] engagements


"#SNX Bob Holt becomes Non-Exec Chair and is awarded options over 350k shares for what will at best be a part time role. I really hope these aren't nil-cost"  
[X Link](https://x.com/F15JCM/status/1777587238370464115)  2024-04-09T06:39Z [----] followers, [---] engagements


"Hi @IGClientHelp I've called [--] times over the last week to ask that #NTEA.L be set up on your platform so that I can buy in my ISA. Keep getting told it shouldn't take long but I'm still waiting 😡"  
[X Link](https://x.com/F15JCM/status/1777659257640329416)  2024-04-09T11:26Z [----] followers, [----] engagements


"Looks like this help account might be on strike 🙄 My customer experience is starting to make me question my investment @IGcom #IGG Hi @IGClientHelp I've called [--] times over the last week to ask that #NTEA.L be set up on your platform so that I can buy in my ISA. Keep getting told it shouldn't take long but I'm still waiting 😡 Hi @IGClientHelp I've called [--] times over the last week to ask that #NTEA.L be set up on your platform so that I can buy in my ISA. Keep getting told it shouldn't take long but I'm still waiting 😡"  
[X Link](https://x.com/F15JCM/status/1777777517568336270)  2024-04-09T19:16Z [----] followers, [---] engagements

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