#  @Andromeda8Music Andromeda [--] Music Andromeda [--] Music posts on X about op, acq, debt, investment the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1537904507375345664/interactions)  - [--] Week [-----] -13% - [--] Month [-----] +14% - [--] Months [------] +36% - [--] Year [------] +27% ### Mentions: [--] [#](/creator/twitter::1537904507375345664/posts_active)  - [--] Month [--] -76% - [--] Months [---] +61% - [--] Year [---] +44% ### Followers: [---] [#](/creator/twitter::1537904507375345664/followers)  - [--] Week [---] +0.25% - [--] Month [---] +0.75% - [--] Months [---] +10% - [--] Year [---] +34% ### CreatorRank: undefined [#](/creator/twitter::1537904507375345664/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [currencies](/list/currencies) [countries](/list/countries) [stocks](/list/stocks) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) [cryptocurrencies](/list/cryptocurrencies) [luxury brands](/list/luxury-brands) [technology brands](/list/technology-brands) [exchanges](/list/exchanges) **Social topic influence** [op](/topic/op), [acq](/topic/acq), [debt](/topic/debt), [investment](/topic/investment), [nav](/topic/nav), [snx](/topic/snx), [acquisition](/topic/acquisition), [eps](/topic/eps), [hy](/topic/hy), [inflation](/topic/inflation) **Top assets mentioned** [Teradyne, Inc. (TER)](/topic/$ter) [Tempus AI, Inc. (TEM)](/topic/$tem) [Coldstack (CLS)](/topic/$cls) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) ### Top Social Posts Top posts by engagements in the last [--] hours "@andrewdc208 #CMCX acquires 33% stake in StrikeX Technologies a customer centric blockchain solutions business #PTAL operations halted once again by illegal blockade of the river system by AIDECOBAP group β" [X Link](https://x.com/Andromeda8Music/status/1667065740078317568) 2023-06-09T07:06Z [---] followers, [--] engagements "@andrewdc208 #BOKU local Amazon Prime Video payments #CAML H1 inline #CNA $8bn 15-year Sale/Purchase Agreement #GSEO first solar & storage system in Aus #IQG $2m contract tier [--] US telco #KINO FY Rev +18% 62.7m adj EBITDA +29% 5.5m #SNX H1 und op pr +61% 0.8m BUT mixed perf #TRT TU inline" [X Link](https://x.com/Andromeda8Music/status/1678658482344534016) 2023-07-11T06:57Z [---] followers, [---] engagements "@F15JCM @1James1n1 #SNX spread is very wide as well" [X Link](https://x.com/Andromeda8Music/status/1678678969019781121) 2023-07-11T08:15Z [---] followers, [--] engagements "@YstoneAdvisory I wonder much of the #PFD sales increases are due to volume growth (or lack of) and how much due to big increases in prices The price of Mr Kiplings cakes has SKYROCKETED in the last year π² I am no longer buying any of them π€" [X Link](https://x.com/Andromeda8Music/status/1681936037390450688) 2023-07-20T07:56Z [---] followers, [--] engagements "@andrewdc208 #BBOX H1 NTA/sh 183.02p +1.5% 84.3m asset sale #BLV trading comfortably in line #DEVO warns H1 adj EBITDA loss #HARL establishes Harland & Wolff Technologies subsidiary #JTC completes acquisition after regulatory approvals #TGR FY EBITDA -839k vs -1266k #XAR H1 revenue down" [X Link](https://x.com/Andromeda8Music/status/1686994537984479232) 2023-08-03T06:56Z [---] followers, [---] engagements "#DX. opens former Tuffnells depots #ROR H1 Adj op pr 65.3m +22.5% FY inline #SDG H1 revenue -2% FY inline #SDI FY adj ptp 11.8m flat sees FY24 inline #SMRT H1 revenue 2.7m +15% FY inline #TGR Q1 Prod [----] tons +188% #TIFS H1 adj EBIT $131.9 +57% guidance up #ZTF FY inline" [X Link](https://x.com/Andromeda8Music/status/1688805988697034753) 2023-08-08T06:54Z [---] followers, [----] engagements "Shore Capital upgraded its rating on #CPI from 'hold' to 'buy'. Analyst Robin Speakman said "operational challenges" are still evident for the group but thinks a lot of the bad news is already baked into the price. Sees 50% upside to the current share price to around 30p" [X Link](https://x.com/Andromeda8Music/status/1690095405160144896) 2023-08-11T20:18Z [---] followers, [--] engagements "@conkers3 I found Henry's comments on #CARD odd #CARD being the only low cost card shop on high street surely an obvious differentiation. Disagree on #SDI organic revenue growth is lower than inflation and 37% revenue growth has resulted in negligible profit growth. Also acq issue π" [X Link](https://x.com/Andromeda8Music/status/1691403366826463232) 2023-08-15T10:56Z [---] followers, [--] engagements "@andrewdc208 Asian stocks track Wall Street higher. Japan's August unemployment rate surprised at 2.7% vs expected & previous 2.5%. Planned Australia LNG strikes keep European gas prices elevated. Weaker-than-expected German consumer confidence. U.S. confidence and job openings at 3pm" [X Link](https://x.com/Andromeda8Music/status/1696422254916026724) 2023-08-29T07:19Z [---] followers, [--] engagements "@andrewdc208 #AAL cycle [--] rough diamond sales $370m vs cycle [--] $411m #BELL licenses technology in China deal valued at $27.5-55m min royalties #ENSI new customer/2.5m contract for Satellite Broadband Chip #HARL progress on business case for build / operation of ferries to Scilly islands" [X Link](https://x.com/Andromeda8Music/status/1696776770148544896) 2023-08-30T06:48Z [---] followers, [--] engagements "@armchairtweets No #GLE home sales dropped 14%" [X Link](https://x.com/Andromeda8Music/status/1702217617023344782) 2023-09-14T07:08Z [---] followers, [--] engagements "@andrewdc208 #GSEO H1 NAV 110.21p #INSG AGM no new info on progress #PDL FY production [----] Mcts marginally below revised guidance adj ptp $8.3m -95% outlook subdued β #SUPR reduced LTV to 34% (12/22: 40%)" [X Link](https://x.com/Andromeda8Music/status/1702575955846308325) 2023-09-15T06:51Z [---] followers, [---] engagements "@wheeliedealer @MerrynSW Great to have you back Wheelie nice to have your take on things again including charting comments π IMHO $TER doesn't look great at all the chart is very poor and quarterly earnings over the last year look poor as well" [X Link](https://x.com/Andromeda8Music/status/1703806306233078208) 2023-09-18T16:20Z [---] followers, [---] engagements "@wheeliedealer That's why I posted the chart on my reply because you can see $TER has dropped below that green line of support that we are both talking about π @htviola" [X Link](https://x.com/Andromeda8Music/status/1704159084058927402) 2023-09-19T15:42Z [---] followers, [---] engagements "#SPR sneaked out FY results approx midday hoping nobody would notice results not too bad but outlook is terrible and dividend has been axed until debt is materially reduced. Has had to extend overdraft and have additional loan to help short term funding. Shocking behaviour π©" [X Link](https://x.com/Andromeda8Music/status/1704474774242509179) 2023-09-20T12:37Z [---] followers, [---] engagements "Markets Report" [X Link](https://x.com/Andromeda8Music/status/1704751620997742875) 2023-09-21T06:57Z [---] followers, [--] engagements "@F15JCM @reb40 Don't worry about all of that #MTC say "they are excited about the future" so all will be well πβπ¬" [X Link](https://x.com/Andromeda8Music/status/1705121416901742691) 2023-09-22T07:26Z [---] followers, [--] engagements "@1James1n1 #ERGO adjusted EBITDA +13.7% and order book +8.8% confirm that things are slowing down from the +20% numbers we have been used to from them - the offer price seems fair on this basis" [X Link](https://x.com/Andromeda8Music/status/1705122012811661745) 2023-09-22T07:29Z [---] followers, [--] engagements "#GSK Japan's MHLW approves Arexvy #GTC H1 pre-ex LBT [----] million #IES US DOE Project Funding for [--] MWh VFBs H1 12.6m op loss (HY22 -12.1m) 14.8m income (HY22 1.5m) #IQG H1 revenue +124% 20.5m PBT & FX 61k vs -1.15m #PIN tender offer 280-315p #SPSY sees FY inline" [X Link](https://x.com/Andromeda8Music/status/1706201306749079927) 2023-09-25T06:57Z [---] followers, [---] engagements "@andrewdc208 #AGY FY Revenue 61.0m (FY22 72.8m) op LOSS PRE-R&D/exceps -13.3m (FY22 profit 3.4m) βββ #G4M Amati Global Investors sells 6% of co (nearly all shares) #PEN sees FY inline #SYS1 sees HY revenue +25% FY revenue & adj PTP above expectations" [X Link](https://x.com/Andromeda8Music/status/1706927004568756441) 2023-09-27T07:01Z [---] followers, [--] engagements "@andrewdc208 Key lessons from #SYNT for me (only have a TINY historic holding sold 50+% rather higher) : Sell ALL if chart fails Substantial shareholder increasing holding towards 30% NOT a sign that a bid is imminent Placing/offer much higher than price is NOT support Watch debt/b.sh" [X Link](https://x.com/Andromeda8Music/status/1708776752032391454) 2023-10-02T09:31Z [---] followers, [---] engagements "@andrewdc208 #ALFA THL confirms does not intend to make an offer #ORCP placing of [----------] shares at 0.035p to raise gross proceeds of [------] π #VAST debt extension agreed to 30/11/23" [X Link](https://x.com/Andromeda8Music/status/1709457982386315277) 2023-10-04T06:38Z [---] followers, [---] engagements "#SDI -5.95%. .that's one LONG downtrend from when directors offloaded" [X Link](https://x.com/Andromeda8Music/status/1711295175593537810) 2023-10-09T08:18Z [---] followers, [---] engagements "@andrewdc208 #CORD acquisition of Speed Fibre cleared #ENSI Revenue 20.5m +34% pre-IPO PTP 1.79m+110% also key production tape-out milestone announced #REAT contract extension 3yr / 1.27m per yr a near doubling cf initial contract #WHR sells [--] assets for 9.5m 30% above book value" [X Link](https://x.com/Andromeda8Music/status/1711633828895248894) 2023-10-10T06:44Z [---] followers, [---] engagements "@andrewdc208 #CAML Q3 TU: FY inline #CURY strategic review of Kotsovolos attracts several non-binding offers #PRSR FY NAV 120.1p +3% #SDY acquisition of Green Power Hire for enterprise value 20.2m #SPA HY revenue +11% 15.5m adj EBITDA 1.7m -16% #THRL FY NTA -6.9% 104.5p" [X Link](https://x.com/Andromeda8Music/status/1711637198867439943) 2023-10-10T06:58Z [---] followers, [---] engagements "Berenberg initiated coverage of #JDG on Monday with a 'buy' rating and 10400.0p price target stating it was one of the highest quality companies in the UK mid-cap market evidenced by its "stellar" track record" [X Link](https://x.com/Andromeda8Music/status/1711697519388869076) 2023-10-10T10:57Z [---] followers, [---] engagements "@rhomboid1MF The key question is which we're still left in the dark about is what is profit growth and how much have #MRK margins been impacted π€" [X Link](https://x.com/Andromeda8Music/status/1712380596687700150) 2023-10-12T08:12Z [---] followers, [---] engagements "@andrewdc208 #AAZ Q3 5295oz gold (Q3/22 14309oz) net cash $1.6m (300623 $9.6m) π¬ #BVC [--] year order from NGA #GSK positive opinion Jemperli #SEE FY23 Revenue +48% $57.8m (ahead) EBITDA loss $9.3m (FY22 loss $16.3m) #SERE qtr portfolio valuation 214.1m -1.9% over 3m #TAL guidance low end" [X Link](https://x.com/Andromeda8Music/status/1713807701585670510) 2023-10-16T06:42Z [---] followers, [---] engagements "@F15JCM #FRP chart looks quite poor. It might have reached a volume shelf at the current level I would prefer for the share price to get above that descending resistance line before I entered" [X Link](https://x.com/Andromeda8Music/status/1713826663769780696) 2023-10-16T07:58Z [---] followers, [--] engagements "@F15JCM Can't argue with #FRP fundamentals (same for #BEG which I hold). though in these market conditions fundamentals don't seem to prop up share prices an awful lot" [X Link](https://x.com/Andromeda8Music/status/1713837887274307704) 2023-10-16T08:42Z [---] followers, [--] engagements "@andrewdc208 #BHP sells Blackwater and Daunia mines to Whitehaven Coal for up to US$4.1b #MERC 4.4m funding round in Netacea #TRR 45% increase in Mineral Resource at Paradox Lithium Project (+6% in Indicated +117% in Inferred) #ZPHR 36-2 well redrill due to damage acreage buy in" [X Link](https://x.com/Andromeda8Music/status/1714534150856692063) 2023-10-18T06:49Z [---] followers, [---] engagements "Markets update: UK CPI data above expectations for both headline and core figures showing that inflation remains stickier than hoped and will complicate the outlook for BOE Chinese datapoints beat expectations including GDP Netflix and Tesla earnings this evening" [X Link](https://x.com/Andromeda8Music/status/1714536979537215568) 2023-10-18T07:00Z [---] followers, [---] engagements "@1James1n1 Strong #CAPD Q3 I thought it was a bit mixed due to: Drilling & associated revenue -2.1% Fleet utilisation 72% down 6.5% on Q2 Operations at Sand Gold Project temporarily on hold due to escalation of conflict in Sudan" [X Link](https://x.com/Andromeda8Music/status/1714544869148963128) 2023-10-18T07:32Z [---] followers, [--] engagements "@bullhooves $MOD down 8% today π€" [X Link](https://x.com/Andromeda8Music/status/1714685702846263632) 2023-10-18T16:51Z [---] followers, [--] engagements "@BigBiteNow #TGR don't seem to say anything about profitability which is a bit of a shame π€·π»β" [X Link](https://x.com/Andromeda8Music/status/1714911225165816296) 2023-10-19T07:47Z [---] followers, [---] engagements "@andrewdc208 #ALL Mining Lease Granted for Ewoyaa Lithium Project" [X Link](https://x.com/Andromeda8Music/status/1715259030870864358) 2023-10-20T06:49Z [---] followers, [---] engagements "Markets Report : US bond yields are the big driver again after a rise in the 10-year yield to briefly hit 5% yesterday. Oil prices are up too. UK retail sales fell sharply in September down 0.9% month-on-month" [X Link](https://x.com/Andromeda8Music/status/1715260876423397749) 2023-10-20T06:57Z [---] followers, [---] engagements "#ALL price prior to announcement of Ghana mining permit 25.1p price now 24p. How does that make any sense π€π" [X Link](https://x.com/Andromeda8Music/status/1716353914532962538) 2023-10-23T07:20Z [---] followers, [---] engagements "@OilinvestorAl #ALL say "Development cost estimate of US$185m; to be substantially funded by Piedmont Lithium and planned investment by Ghana's sovereign wealth fund the Minerals Income Investment Fund" π€" [X Link](https://x.com/Andromeda8Music/status/1716363564913455219) 2023-10-23T07:58Z [---] followers, [--] engagements "#RQIH to sell 100% interest in R&Q America for ent value $465m net proceeds $300m "the current financial leverage of R&Q is unsustainable. if the Sale were not to proceed R&Q unable to repay certain debt facilities" 35p -34% Well done Gresham House (held 11% 06/23) & CMπ" [X Link](https://x.com/Andromeda8Music/status/1716436092600139981) 2023-10-23T12:47Z [---] followers, [---] engagements "@reb40 #IPF trading is ahead of their expectations but customer numbers are down 2% and excluding Poland for some reason they are up 2%. so Poland customers must be down quite a lot even though they go on about the number of credit cards being issued. Sounds a bit odd π€π¬π€" [X Link](https://x.com/Andromeda8Music/status/1717438868754968588) 2023-10-26T07:11Z [---] followers, [--] engagements "@andrewdc208 #APAX AGI fund acquires GAN Integrity tech co #ARC signs new Tier [--] bank client no #KETL CFO to retire IMMEDIATELY (thanked) leverage ratio covenant relaxation to 2.5x π¬ #SFE suspended shareholders likely to get nothing π©" [X Link](https://x.com/Andromeda8Music/status/1717795972502212741) 2023-10-27T06:50Z [---] followers, [---] engagements "#AAF HY after tax loss #BVC $3m order #BVXP FY tu ptp +9% #CCC inline #D4T4 HY adj ptp 0.2m #DX. reopens depot #FRAS divests Missguided IP #GLEN nickel ferroch guidance lower #GSK +ve Phase III Jemperli #HEIQ HY op loss -$6.0m #LOK FY adj EBITDA 15.1m -7.9% #OCI acq Alerce" [X Link](https://x.com/Andromeda8Music/status/1718897988217491820) 2023-10-30T07:49Z [---] followers, [---] engagements "Markets Report Asian stocks mostly decline amid ongoing tensions in the Middle East. Busy week with monetary policy decisions by BOJ US Federal Reserve & BOE. German & Spanish inflation Eurozone Q3 GDP & US employment data likely to keep volatility at elevated levels" [X Link](https://x.com/Andromeda8Music/status/1718908018962673984) 2023-10-30T08:29Z [---] followers, [---] engagements "@andrewdc208 #CAPD MSALABS partnership with Barrick/Chrysos to deliver PhotonAssay to Barrick mines in [--] continents #FIPP FY 06/23 NAV -8% 81.8p portfolio fair value -17% #SCLP op loss [----] cash 19.9m #SDX +ve KSR-21 test #SQZ awarded 100% UK block 29/2a in UKCS 33rd Licensing Round" [X Link](https://x.com/Andromeda8Music/status/1719258595705938039) 2023-10-31T07:42Z [---] followers, [---] engagements "Markets Report Asian markets struggled on China's manufacturing sector slipped back into contraction. Bank of Japan tweaked policy. Oil prices slipped yesterday but World Bank warned oil could hit $150 due to the war in the Middle East (DON'T PANIC π)" [X Link](https://x.com/Andromeda8Music/status/1719261287702581452) 2023-10-31T07:53Z [---] followers, [---] engagements "@andrewdc208 #AZN Cellectis collaboration #DEVO acq System Era #ECK sees FY inline HY adj op pr (ex-forex) 4.1m +17% #GSEO 09/23 NAV [------] vs 06/23 110.2p #JLP 16-weeks Roan disruption for upgrade tu #PXEN rev 1.94m #SYS sees HY adj EBITDA -7% on lower VAR sales #TEK MicroSalt placement" [X Link](https://x.com/Andromeda8Music/status/1719621933690413468) 2023-11-01T07:46Z [---] followers, [---] engagements "Markets Report: Dollar surges against the yen ahead of Fed rate decision" [X Link](https://x.com/Andromeda8Music/status/1719623406440657197) 2023-11-01T07:52Z [---] followers, [---] engagements "@MBdaytrading #OMG acquisition not cheap though 8.1m for EBIT of 0.8m π€" [X Link](https://x.com/Andromeda8Music/status/1719635594882449545) 2023-11-01T08:40Z [---] followers, [--] engagements "@1James1n1 I think it fair to say that #SCE are pretty accident prone when it comes to ramping up production one challenge after another π" [X Link](https://x.com/Andromeda8Music/status/1720352409321406788) 2023-11-03T08:09Z [---] followers, [---] engagements "#AEP 9m CPO production -4% #AGY needs funding by end-2023 β #KITW FY inline #MRO significantly widened long-term agreement with GE Aerospace #PRU q3 ytd new business profit +37% #SDI 2.4m acq Peak Sensors #TRR Q3 receipts $1.94m +18% qoq excluding concluded Mimbula royalty" [X Link](https://x.com/Andromeda8Music/status/1721434786705649948) 2023-11-06T07:50Z [---] followers, [---] engagements "Markets Report : More gains for stocks in Asia after the impressive recovery in equities last week. Softer economic data and more cautious central bank commentary has tilted investors towards thinking that the peak in rates is now behind us" [X Link](https://x.com/Andromeda8Music/status/1721435197495705817) 2023-11-06T07:51Z [---] followers, [---] engagements "Markets Report: Chinese CPI showed the world's second largest economy tipped back into deflation in October. Another pointless speech from Jerome Powell which did not provide any further detail on monetary policy" [X Link](https://x.com/Andromeda8Music/status/1722525852515151912) 2023-11-09T08:05Z [---] followers, [---] engagements "Markets Report : Quiet start to the week in Asia as attention turns to Tuesday's US inflation reading. While the ASX [---] declined the Nikkei was flat though the Taiwanese market made a 1% gain" [X Link](https://x.com/Andromeda8Music/status/1723973549453357067) 2023-11-13T07:58Z [---] followers, [---] engagements "@andrewdc208 #CPI to administer the Civil Service Pension Scheme 239m over [--] years #MERC sells nDreams stake for 30.2m 2.7x return 18.4% IRR4.4m above book value #QQ. 5-year $170m contract with US for TARS" [X Link](https://x.com/Andromeda8Music/status/1726511210332618777) 2023-11-20T08:02Z [---] followers, [---] engagements "Markets Report: Dow at highest level since mid-summer Asian indices mostly higher overnight. Nvidia's earnings tonight" [X Link](https://x.com/Andromeda8Music/status/1726870564994769187) 2023-11-21T07:50Z [---] followers, [---] engagements "Markets Report: Fed minutes showed central bank's policy committee are more cautious on future rate hikes but no indication of looming rate cuts Asian markets generally lower Nikkei +ve US unemployment claims durable goods orders and weekly oil inventory figures out today" [X Link](https://x.com/Andromeda8Music/status/1727237165715992982) 2023-11-22T08:06Z [---] followers, [---] engagements "@andrewdc208 #CTPE NAV 696.30p 3.3% qtr return #HARL ISSCL rejects preliminary approach of cash offer #JTC small acq Blackheath Capital Management #LGEN 4.8b full buy-in for Boots Pension Scheme" [X Link](https://x.com/Andromeda8Music/status/1727957444016414853) 2023-11-24T07:48Z [---] followers, [---] engagements "@Whole_wit I dunno I found it emotionless" [X Link](https://x.com/Andromeda8Music/status/1729117747030954426) 2023-11-27T12:39Z [---] followers, [--] engagements "#ALL +ve drilling #ALT HY rev +53.5% adj op pr +38.8 FY inline #AUGM HY NAV +0.8% 160.2p #BRCK HY prf flat H2 volume hit #ENQ FY inline #ENSI HY "resilient" FY inline #GOOD ahead #JNEO TU ahead #MERC HY NAV 45.3p #RNWH FY adj op pr 63.6m +8.2% #SCLP +ve SCOPE progress" [X Link](https://x.com/Andromeda8Music/status/1729407917546193141) 2023-11-28T07:52Z [---] followers, [---] engagements "@andrewdc208 #BMS sees FY inline order book $67.2m +19.6% #CORD HY NAV 112.7p (03/23 113.4p) #CRU HY inline #IPX FY AUM +4.8% 37.4b #NTBR HY op pr 1.8m +20.9% #RECI HY NAV [----] #SNX 1.0m contract #SPT $15m agreement with global bank #TRT 4m rev +13% below mgmt expectation but FY inline" [X Link](https://x.com/Andromeda8Music/status/1729769933246960124) 2023-11-29T07:51Z [---] followers, [---] engagements "@andrewdc208 #CTO order book 1.1bn +99% FY op pr 9-10m. inline #HEIQ $2.75m ICP litigation settlement #IOF IO#9 now at expected rate H2 production bottom end 325-350 MT due to ramp up delay #LXI FY NTA 114.1p -5.8% #SAAS 8.5m acq Enterprise Software Systems #SRB Q3 production 8738oz" [X Link](https://x.com/Andromeda8Music/status/1730132814220099785) 2023-11-30T07:53Z [---] followers, [---] engagements "Markets Report : Stronger open expected for US and European markets on busy day for inflation data" [X Link](https://x.com/Andromeda8Music/status/1730133438911455272) 2023-11-30T07:55Z [---] followers, [--] engagements "@IanShadrack @Hawkeye_74 Lots of companies seem to make a mess out of geographical expansion just look at #HOTC and #BOO Lol re #HRN it may be an iconic brand but the company is hardly a financial darling π" [X Link](https://x.com/Andromeda8Music/status/1730181240106455515) 2023-11-30T11:05Z [---] followers, [--] engagements "#3IN completes Attero stake sale. 30m Future Biogas investment #AZN discontinues STABILIZE-CKD DIALIZE Phase III trials #JHD AGM: FY inline #LABS sells Lumen House 9% profit #SCLP 11p placing oversubscribed #SND Siemens sells 11.22% stake in 6p placing #VANL HY revenue -16% β" [X Link](https://x.com/Andromeda8Music/status/1730493342276853813) 2023-12-01T07:45Z [---] followers, [---] engagements "@andrewdc208 #COM new restaurant at Southbank Centre #FUTR FY adj eps 140.9p -14% sees return to organic growth 2H24 #STX Q3 vs Q2 Total Prescriptions [-----] +76% revenue $4.1m" [X Link](https://x.com/Andromeda8Music/status/1732668280794456313) 2023-12-07T07:48Z [---] followers, [---] engagements "#AZN $0.8bn acq Icosavax #BEG 3.25m acq SDL Auctions #BELL Singapore X-PLOR approval #CHG FY Underlying EBITDA 88.5m +14% inline #FRP HY Adj PTP 13.8m +35% expects FY ahead #JLP $30m Investment #KIST 2wk repairs #MSI HY eps [----] +106% #SMRT Skedda offer 82p #SUS warns growth" [X Link](https://x.com/Andromeda8Music/status/1734480450289086703) 2023-12-12T07:48Z [---] followers, [---] engagements "@andrewdc208 #AAL De Beers Cycle [--] $130m (2022 $417m) β #BELL marginally below X-PLOR Chinese approval π #CORD CRA 35.1m acqs Cloud4com & DC Luice #DCTA acq "groundbreaking technology"π #EYE 5yr contract #IQG top [--] telco contract expansion #SEE $30m program #SHG 13.5p rec offerπ€π" [X Link](https://x.com/Andromeda8Music/status/1737379886552199425) 2023-12-20T07:50Z [---] followers, [---] engagements "Markets Report US Markets fall sharply Asian markets down (Nikkei [---] -1.5%) while US yields ticked higher. Markets wary of Red Sea US-led force protecting vessels from drone & missile attacks. Today sees US initial jobless claim figures with PCE price data tomorrow" [X Link](https://x.com/Andromeda8Music/status/1737743075970080939) 2023-12-21T07:53Z [---] followers, [---] engagements "#AZN Wainua FDA approval #CBX FY rev +132% 672k. loss 3.3m #EJF Manager will now absorb 10% of costs vs 60% previously #ENQ sells 15% Bressay stake & Producer FPSO #ENSI mandate for telco ASIC $35+m #IPO 4p NAV gain after portfolio funding round #ORIT Proposed Combo #AERI" [X Link](https://x.com/Andromeda8Music/status/1738104299664683438) 2023-12-22T07:48Z [---] followers, [---] engagements "#ANIC FY NAV 16.94p #AZN $1.0bn acq Gracell cell therapies co #HGT partial sale of IRIS Software for 42.1m" [X Link](https://x.com/Andromeda8Music/status/1739918194104508447) 2023-12-27T07:56Z [---] followers, [---] engagements "#CHLL HY revenue 83k LOSS 1.6m βπ©β #TGR HY revenue 3.2m +170% π pre-excep EBITDA -869k vs -633k β funding discussion at an advanced stage π€" [X Link](https://x.com/Andromeda8Music/status/1740282793182273670) 2023-12-28T08:05Z [---] followers, [---] engagements "Markets Report European indices track US & Asia lower on dialed back rate cut expectations which hit the tech sector hardest ahead of today's FOMC minutes US ISM PMI JOLTS job openings. Yields up as the dollar holds its advance on risk-off sentiment and Middle East tensions" [X Link](https://x.com/Andromeda8Music/status/1742454064208642295) 2024-01-03T07:53Z [---] followers, [---] engagements "Markets Report: Stocks revive as inflation expectations and oil prices fall" [X Link](https://x.com/Andromeda8Music/status/1744628318190580000) 2024-01-09T07:52Z [---] followers, [---] engagements "@growth_invest1 @1James1n1 You're right QSCI all asset managers saw a boost in AUM due to Santa Rally (#IPX #POLR #PMI all recently reported this) So I don't see #ASHM doing any better outflows of 1.6b nothing to shout about" [X Link](https://x.com/Andromeda8Music/status/1746810336261349488) 2024-01-15T08:23Z [---] followers, [---] engagements "@vsihv That's a lot of outflows for #LIO in [--] months π" [X Link](https://x.com/Andromeda8Music/status/1747547246160195895) 2024-01-17T09:11Z [---] followers, [---] engagements "@growth_invest1 #BRK FUM update looks rather less leaky than most π€" [X Link](https://x.com/Andromeda8Music/status/1747549591363301718) 2024-01-17T09:21Z [---] followers, [--] engagements "@FinanceTiger Lesson to the world: backwards thinking Americans are happy to reelect a misogynist racist president π€¦π»β" [X Link](https://x.com/Andromeda8Music/status/1750074802985951600) 2024-01-24T08:35Z [---] followers, [--] engagements "@andrewdc208 @CaffersXL Based on lacklustre last results I'd play the waiting game. Plenty better UK tech stocks out there" [X Link](https://x.com/Andromeda8Music/status/1750185671375847565) 2024-01-24T15:55Z [---] followers, [--] engagements "@andrewdc208 #BXMP HY PAT +13.2% in BDT but -3% in #COG H2 adj op pr 0.9m #DXRX FY revenue +22%. EBITDA #HWG slightly ahead #HVO FY rev 56.0m +15.5% & sees FY24 62m EBITDA margin c22% #IHR FY24 div target +2.7% 6.95p #SNX NG. contracts 4.0m #SAAS FY slightly ahead #SPA 9.0m contract" [X Link](https://x.com/Andromeda8Music/status/1752237633667801567) 2024-01-30T07:49Z [---] followers, [---] engagements "@CompoundIncome Last qtr from #AAF FX helped to practically wipe out all their $ denominated profit - Q3 operating profit $1293m after tax profit $2m with $330m exceptional loss from the devaluation of the Nigerian naira π¬" [X Link](https://x.com/Andromeda8Music/status/1755141610084446506) 2024-02-07T08:09Z [---] followers, [--] engagements "Markets Report Asian markets struggle as expectations for FED rate cuts in [----] pared back after strong US jobs report & higher than expected inflation data" [X Link](https://x.com/Andromeda8Music/status/1757672805867393248) 2024-02-14T07:47Z [---] followers, [--] engagements "@entrustTMF #XPP -33% as at 8.10am What planet are RBC on" [X Link](https://x.com/Andromeda8Music/status/1758403680397558154) 2024-02-16T08:11Z [---] followers, [--] engagements "@andrewdc208 #AZN US FDA approve Tagrisso + chemo Datopotamab deruxtecan submitted +ve Tagrisso LAURA Phase III #BGEO proposed $303.6m acq of Armenian bank Ameriaban #TRR extension to Sonora royalty acquisition #TRT warns modest reduction in short term profit expectations due to investment" [X Link](https://x.com/Andromeda8Music/status/1759483983010684995) 2024-02-19T07:44Z [---] followers, [---] engagements "@entrustTMF Not surprised 33% NAV discount is ludicrous when #BSIF looks financially solid with [--] * dividend cover" [X Link](https://x.com/Andromeda8Music/status/1762750831613407491) 2024-02-28T08:05Z [---] followers, [---] engagements "@andrewdc208 #AZN datopotamab deruxtecan EU #DUKE increased stake in United Glass Group #HGT invests in Induver & Clover #HICL inline TU #HLMA 73m acq Rovers Medical Devices #RDT sees FY EBITDA loss 2.6m-2.8m β #SED to appoint administrators #TTG sells [--] business units to Cicor for 20.8m" [X Link](https://x.com/Andromeda8Music/status/1764558653632233783) 2024-03-04T07:49Z [---] followers, [---] engagements "@andrewdc208 Can be difficult when the likes of @CapitalPmh repeatedly pumped #SED with the "highly esteemed" Amati investment manager in the 6-monthly Vox interview I didn't get sucked into the rubbish" [X Link](https://x.com/Andromeda8Music/status/1764569177350664493) 2024-03-04T08:30Z [---] followers, [---] engagements "@andrewdc208 #AAL Cycle [--] diamond sales $430m #ANIC UMAMI acquires portfolio co Shiok Meats #AQX wins Central Bank of Colombia contract #HOC FY pre-excep ptp $9.5m +41% #IPO FY NAV 114.8p -13% #MXCT FY revenue $41.3m -7% #SUPR HY NAV 88p -5%" [X Link](https://x.com/Andromeda8Music/status/1767817477398941705) 2024-03-13T07:38Z [---] followers, [---] engagements "@andrewdc208 #ANIC Meatly progress. #AV. completes exit of Singlife #BYIT sees FY Adj Op Pr +12%. #GROW to exit Perkbox #HLN Pfizer selling 25% #OCI acq Horizons Optical #POS FY23 op pr 2.2m (FY22: 2m loss) #SEE HY loss $19.8m cash burn $13.9m β #TGR 97% purity jumbo flake order(s)" [X Link](https://x.com/Andromeda8Music/status/1769631717067837890) 2024-03-18T07:47Z [---] followers, [---] engagements "@andrewdc208 #ALL drilling results #AZN $2bn Fusion acq #BOKU adj EBITDA $25.8m +27% CEO "beyond excited" #CLBS sees FY adj EBITDA 5.5m inline #EYE HY adj EBITDA +25% #MPE FY op pr $75.3m -26% #PGH FY23 Adj EBITDA +35% 8.1m 24Q1 +ve contract #SEIT TU inline #TIG $41.8m Shinez acq +#LIT" [X Link](https://x.com/Andromeda8Music/status/1769993064393667020) 2024-03-19T07:43Z [---] followers, [---] engagements "@IanShadrack @fwyburd @MarkKleinmanSky To be completely fair Paul has been really quite negative on #RBG for quite some time since not too long after they announced the acquisition of Peach Pubs I don't hold @sco15375772" [X Link](https://x.com/Andromeda8Music/status/1772558943677538363) 2024-03-26T09:39Z [---] followers, [--] engagements "#ANIC Invests additional $10m in Liberation Lab #AZN +ve Imfinzi Phase [--] #BKS STT partnership #GSEO FY NAV 116.46p +8% div cover [---] #TEK Guident/Auve Tech collaboration" [X Link](https://x.com/Andromeda8Music/status/1776135943268843953) 2024-04-05T06:33Z [---] followers, [---] engagements "@andrewdc208 #AZN Enhertu US approval as first tumour-agnostic HER2 therapy #BVC 2yr extended Cemex Edgility contract #CLDN FY NAV 5369p +7.4% #DORE long-term PPA for Icelandic hydropower plant #JARA Mar NAV 94.34p vs Feb 93.92p #SRB Palito drilling #SRE completes on over 100m of acqs" [X Link](https://x.com/Andromeda8Music/status/1777224357351211250) 2024-04-08T06:38Z [---] followers, [---] engagements "@smarkus It looks great short term but with FY revenue only +0.9% surely #RNO will eventually run out of room to increase margins any more π€" [X Link](https://x.com/Andromeda8Music/status/1779763019939037350) 2024-04-15T06:45Z [---] followers, [---] engagements "@andrewdc208 #EMG qtr net outflows 1.6bn #SDX sells West Gharib asset #VCAP FY23 ptp 2.1m (FY22 2.8m) after 700k bad debt provision loan book 47.9m (FY22: 53.2m) #VLG exclusive US licence / distribution deal for Gelclair with $JAGX #ZTF partnership with DBL" [X Link](https://x.com/Andromeda8Music/status/1781212272632685008) 2024-04-19T06:44Z [---] followers, [---] engagements "@1James1n1 Shame #SNX don't provide ANY numbers π" [X Link](https://x.com/Andromeda8Music/status/1783042188047225179) 2024-04-24T07:55Z [---] followers, [---] engagements "@andrewdc208 #ALL +ve Dog-Leg drill #ANIC Meatly milestone #APAX sells Healthium MedTech #MWE $3m orders #SEIT sells UU Solar #SOLI $5.1m contract #TLY FY rev 106m -22% EBITDA 2.3m #TRR Q1 receipts $2.98m -6% imminent first gold from Greenstone #ZTF Suzhou Shincell agreement +#SEE#MACF" [X Link](https://x.com/Andromeda8Music/status/1787733598587568195) 2024-05-07T06:37Z [---] followers, [---] engagements "@andrewdc208 #BRCK MD sells [------] shares 50% of holding #DKL April CPO production 4502t -27.1% Sales 5815t +45.8% #ORIT AERI terminates merger talks #SFOR Q1 revenue -11.7% #TGR FY sales +70% 4.9m profit 515k -62% cash running low #TTG 4m revenue -2% H2 weighting sees FY inline" [X Link](https://x.com/Andromeda8Music/status/1788820619716399238) 2024-05-10T06:37Z [---] followers, [---] engagements "@andrewdc208 #CER $11.1m/5yr Southern Africa contract HY adj ptp +14% #DPLM HY adj ptp +14% #FRP 8.4m acq Hilton-Baird #GRID Energisation of 50MW/50MWh Penwortham project #KIST FY production [---] kboe/d -19% EBITDA 122m -76% #RECI April NAV 145.9p #ZOO FY24 AT LEAST inline" [X Link](https://x.com/Andromeda8Music/status/1789909558195896683) 2024-05-13T06:44Z [---] followers, [---] engagements "@andrewdc208 #AAZ FY op loss $24.8m #AZN SUPERNOVA Phase III #FUTR HY op pr -24% #GRI HY NTA 294p #RCN FY24 Adj EBITDA [----] +15.9% lost [--] large customers in data centre migration #RST TU solid revenue growth inline #VTY to deliver 18k+ completions +10% ahead expectations +#SGE/#WATR detail" [X Link](https://x.com/Andromeda8Music/status/1790998357873209565) 2024-05-16T06:50Z [---] followers, [---] engagements "@entrustTMF "solid revenue growth" from #RST still sounds very low growth" [X Link](https://x.com/Andromeda8Music/status/1791017258996658222) 2024-05-16T08:06Z [---] followers, [--] engagements "@andrewdc208 #AVAP sells two new ATR 72-600 aircraft #FPO inline #FRP FY revenue 128m +23% adj EBITDA 37m +37% +ve momentum #LAND NTA FY24 859p (FY23 936p) #ORCH cancels current year dividends #PIP 750k contract #XLM FY23 EBITDA $12.1m -36% sees FY24 EBITDA $5m after sale of NA ops" [X Link](https://x.com/Andromeda8Music/status/1791359348968493491) 2024-05-17T06:45Z [---] followers, [---] engagements "@andrewdc208 #FIPP Alusid launches first range of 95+% recycled floor tiles through Parkside Architectural / Topps Tiles #KINO sees FY Adj ptp +25% 6.1m AHEAD expectations #PBEE final binding agreement signed with US party for expansion #PIN April NAV 489.7p +0.3% #SCE 9.5m raised" [X Link](https://x.com/Andromeda8Music/status/1793896495411863682) 2024-05-24T06:47Z [---] followers, [---] engagements "I've just launched my own little 'enterprise' - outdoor murder mystery trails in Ireland / NI PLEASE like & retweet the attached tweet to help me get off the ground These trails LOADS of fun I've had different people testing who've described them as "brilliant/fun/fantastic" Fun and fresh Discover fascinating & beautiful places in Ireland & Northern Ireland while solving a murder mystery π΅ Order online now @ https://t.co/SQSh9GiKba launch discounts π Over [--] trails available already both walking & driving whodunits available. More coming soon https://t.co/LRkajWNS5d Fun and fresh Discover" [X Link](https://x.com/Andromeda8Music/status/1793925934707572902) 2024-05-24T08:44Z [---] followers, [----] engagements "@andrewdc208 #AZN Datopotamab deruxtecan +ve Phase III #GEN 4m revenue -8.6% "inline" #ICP FY24 ptp 530.8m(FY23 251.0m) #ING FY Adj EBITDA 2.2m -4% #OCI invests 41m in ProductLife Group #VIC FY BROADLY inline due to Vic Plum integration #ZOO launches Milan dubbing studios +#BIG detail" [X Link](https://x.com/Andromeda8Music/status/1795343923600412740) 2024-05-28T06:38Z [---] followers, [---] engagements "@andrewdc208 #AEP Q1 CPO production -7% #CNC launches Magni #ENQ ytd avg prod [-----] Boepd #LTG TU no [----] organic growth π #NCYT FY23 Loss 28.3m #PMI HY24 outflows 46m (HY23 32m) #RWI sells UK business #SCLP expands ModiFY trial #SRB 1Q24 EBITDA $4.7m +103% #TRYB mixed shipment news" [X Link](https://x.com/Andromeda8Music/status/1796069250974585257) 2024-05-30T06:40Z [---] followers, [---] engagements "@markds28 @smarkus @1James1n1 @rhomboid1MF . and despite this share price performance including the odd spike yesterday as ever #ELCO trading remains "solid" π΄" [X Link](https://x.com/Andromeda8Music/status/1797887937033482370) 2024-06-04T07:07Z [---] followers, [--] engagements "#CAM FY adj loss 10-12m #CNC $518k contracts #HSP marg ahead #ITM FY Adj EBITDA loss 39.0-44.0m 'ahead' #JSE Akatara on schedule #MTO FY eps +29% #PCA FY NTA 262p -11.5% #SPEC HY24 below HY23 #SREI FY NAV -4.4% 58.8p #SUS Q1 ptp -34% #VANL dispute settled #ZPHR 36-2R completed" [X Link](https://x.com/Andromeda8Music/status/1798606412618280991) 2024-06-06T06:42Z [---] followers, [---] engagements "#BELL May sales $450k placing #CGS lower demand short-term 80% capacity #CKT contract #GOOD further 1.7m Zapmap investment #KETL raises 8.7m @ 80p #ORIT Breach Solar Farm starts export. #RWS HY PBT 17.3m -40% #SAFE HY EBITDA -3.7% NAV 935p+10% #SCLP Glymab Agreement" [X Link](https://x.com/Andromeda8Music/status/1800783346601177262) 2024-06-12T06:53Z [---] followers, [---] engagements "@andrewdc208 #AZN CAPItello-290 Phase III trial failed to achieve endpoint #IGP FY PTP 5.6m +833% #RESI HY NTA 77.2p #SAAS 1.35m French transport contract win #SNX $10m contract win for major Asian gaming resort #STEM HY net fees -7% #TAM FY Adj eps +11.2% AUM +30% 16.551bn" [X Link](https://x.com/Andromeda8Music/status/1802955206402920528) 2024-06-18T06:43Z [---] followers, [---] engagements "@andrewdc208 #AEP 5m CPO prod 154kmt -9% #CLI Citadel Place dev plans #CORD Chairman buy 800k shares 78.7p #JLP 2*Copper res acq #SUP 15m acq Clearly Drinks #TBLD sales slightly ahead FY inline #TENT FY NAV -12.8% 86.66p sells CHP Portfolio #THG Frasers Partnership #WHR 57.5m disposals" [X Link](https://x.com/Andromeda8Music/status/1805130907252142559) 2024-06-24T06:48Z [---] followers, [---] engagements "#IGP Carahsoft partnership #LIO FY24 after tax LOSS -3.5m #LTG $50m sale of VectorVMS #MRK FY op pr 488k -92% #MSI prf 11.5m +179% #PHNX poss sale SunLife #SEE license renewal #SEQI FY NAV 93.77p #TIDE offer talks end #VLX und eps +11% #W7L HY sales +25% +#DCTA#IHC#TRYB" [X Link](https://x.com/Andromeda8Music/status/1805856061645046042) 2024-06-26T06:50Z [---] followers, [----] engagements "#APAX sells idealista stake #AZN Lynparza/Imfinzi DUO-E Phase III +ve #ECOR 0.85% Royalty in Phalaborwa Rare Earths #HARL suspended on FY delay #HGT 18.4m F24 sale #NAR acq #PRV HY PBT -6% [----] #SAR +ve Phase 1a SDC-1801 #SRC 10yr alliance with Duo for limestone aggregates" [X Link](https://x.com/Andromeda8Music/status/1807666050357424329) 2024-07-01T06:42Z [---] followers, [---] engagements "#AEWU FY24 NAV 102.73p #CKT 250k contract #CML FY PTP -20% #CPI contract #CRW Microsoft Alliance #DSW FY adj ptp -74% #EDV 1st gold pour Lafigu #IHR 8.8m sale [--] non-core care homes #KITW HY op pr -9% FY inline #MERC FY24 NAV 43.4p #SHOE warns #SUP FY eps 20.9p +77% +#HVO#SPA" [X Link](https://x.com/Andromeda8Music/status/1808028873604419781) 2024-07-02T06:44Z [---] followers, [---] engagements "#GLEN receives regulatory approval for Elk Valley acquisition #GPH possible offer at higher of $3.00/$ equivalent of [----] #JARA June NAV 92.63p #SIS 17p placing raises approximately 8.0m #SPA sees FY inline" [X Link](https://x.com/Andromeda8Music/status/1809113526297825489) 2024-07-05T06:34Z [---] followers, [---] engagements "@andrewdc208 #FXPO Q2 pellets 1.5m -18% vs Q1 margins π½ #HGT sells TeamSystem #ITM 500MW capacity signed #KGH FY Und EPS +8% outlook +ve #OCDO & AEON 3rd Customer Fulfilment Centre #SEE Collaboration with Valeo #SOLI current trading BROADLY inline order book flattish Q1 Ind demand slow" [X Link](https://x.com/Andromeda8Music/status/1810203129675161677) 2024-07-08T06:43Z [---] followers, [---] engagements "@andrewdc208 #AGFX HY revenue -4% #BEG adj PBT +6% #CLBS FY PBT 5.6m +133% #FIN sees FY inline #SNX HY revenue +20% PTP +181% sees FY comfortably inline" [X Link](https://x.com/Andromeda8Music/status/1810564490104070613) 2024-07-09T06:39Z [---] followers, [---] engagements "#AAZ Q2 prod -78% yoy #AJB Q3 cust +5% qoq #ALU FY UPBT 12.6+m +12.5% ahead #BOKU/#FRAN/#KIE/#MIDW/#NET/#QQ./#SSE inline #CAPD Q2 rev +16.6% #CRW FY adj EBITDA top end #DNLM FY PBT slightly ahead #DPLM 9m rev+13% #PBEE US Launch #PRSR Q4 rent growth +11.7% +#CPP/#III/#ORIT" [X Link](https://x.com/Andromeda8Music/status/1813829298551419295) 2024-07-18T06:52Z [---] followers, [---] engagements "Market Report Asian markets broadly lower as trade tensions between US & China plus a disappointing outcome from the Third Party Plenum added to negativity on Wall Street. Netflix earnings beat estimates. UK retail sales fell 1.2% in June much worse than the expected 0.6%" [X Link](https://x.com/Andromeda8Music/status/1814190010276446302) 2024-07-19T06:46Z [---] followers, [---] engagements "48 Whodunit Hunt murder mystery trails now available in Northern Ireland / Ireland π΅βπ Another Friday another Whodunit Hunt launch our 48th π΅β Our Sperrins Trail takes you to neolithic sites including Beaghmore with its seven stone circles historic churches forests and lakes an ancient and significant fort and more Order @ https://t.co/SQSh9GiclC https://t.co/gOf0n23u3a Another Friday another Whodunit Hunt launch our 48th π΅β Our Sperrins Trail takes you to neolithic sites including Beaghmore with its seven stone circles historic churches forests and lakes an ancient and significant fort" [X Link](https://x.com/Andromeda8Music/status/1814200198937129248) 2024-07-19T07:26Z [---] followers, [--] engagements "@andrewdc208 #ALT FY adj op pr 2.4m +31% #CPG Q3 rev +10.3% #EYE FY adj EBITDA +28% confident #GFRD NHS contract #IQE HY rev +25% #MTO Q1 rev +10.5% on track #SAG HY eps +7% mixed performance CMS2 +ve #TLY 1.5m contract extensions #TMI FY NAV -9% #WHR Q1 [--] transactions rent +15.1%" [X Link](https://x.com/Andromeda8Music/status/1815640548671185276) 2024-07-23T06:50Z [---] followers, [---] engagements "@andrewdc208 #AEO sees FY ptp 400+k vs FY23 1m #APH HY revenue +2.8% #AZN +ve AMPLIFY Phase III #CNC new TR MDx/6sd-RCR PIC #CWK Q1 revenue +6.7% #HGT NAV 524p #JNEO 2.1m bus safety systems & software order included in current year expectations #JSE FY guidance lowered" [X Link](https://x.com/Andromeda8Music/status/1817811669390700936) 2024-07-29T06:37Z [---] followers, [---] engagements "#CRE HY inc +24.8% #DATA HY ptp +13% FY inline #GSK FY guidance #HGEN Q2 NAV 103.60p #IPF FY ahead #JHD#RCDO inline #RCH HY eps +16% #RIO HY eps flat #RST HY revenue flat #SREI NAV +0.5% 59.1p #SYS FY adj EBITDA 36% #TW. HY op pr -22.6% #ZEG Telefonica FibreCo JV +#SLP" [X Link](https://x.com/Andromeda8Music/status/1818538941349319164) 2024-07-31T06:47Z [---] followers, [---] engagements "@andrewdc208 #BBOX HY NAV 179.33p +1.2% #CCH HY eps -1.7% #CLI HY income +5.9% NAV 210.6p -9.9% #GDWN FY ptp +27% #GLEN adj EBIT -55% #FOUR HY pbt +11% #LGEN HY op pr flat #MAI HY EBITDA +28.2% 4.8m #NET acq Govtech 9.6m +earnout #TCAP HY eps +8% #TPFG lfl rev +3% #WPP $1.7bn sale FGS stake" [X Link](https://x.com/Andromeda8Music/status/1821075138223247673) 2024-08-07T06:45Z [---] followers, [---] engagements "@andrewdc208 #ANIC June NAV [-----] -3.3% qoq #CNC $1.52m contract expansion #GEN [--] acqs 5.2m #FSFL Q2 NAV 114.9p +0.2p qoq #GSEO June NAV 110.8p -4.7% qoq #HILS $13.5m acq Trident Industries #IHR HY NTA +2.6% 117.98p 8.8m disposals #MER HY ptp +44% FY ahead #TIFS HY adj EBIT +2.7%" [X Link](https://x.com/Andromeda8Music/status/1821437616253800691) 2024-08-08T06:45Z [---] followers, [---] engagements "@smarkus The near flat #HILS revenue growth is a bit of a negative change from previous years π€" [X Link](https://x.com/Andromeda8Music/status/1821453510782660856) 2024-08-08T07:48Z [---] followers, [--] engagements "@smarkus While margin increases are positive I don't like it at the expense of revenue growth because eventually a company will run out of possibilities to increase margins any further and then growth stalls" [X Link](https://x.com/Andromeda8Music/status/1821469388882444508) 2024-08-08T08:51Z [---] followers, [--] engagements "@andrewdc208 #AZN Imfinzi approved in US for treatment of resectable non-small cell lung cancer #BIOM emergency 5p fundraise #DEC Completes Crescent Pass acq #FLK FY eps +22% cautiously optimistic #GSK Florida State Court rules in favour of GSK" [X Link](https://x.com/Andromeda8Music/status/1824335445389394404) 2024-08-16T06:40Z [---] followers, [---] engagements "#ANG HY revenue +5.6% FY inline #COST HY revenue -3.8% adj eps +27.3% #GROW Revolut share sale implies 95m uplift to holding #MCG HY ptp flat #MWE HY revenue flat eps +8% #PEB sees FY inline #RDT 2m/3yr new contract/customer #WJG sees FY adj op pr 10m-12m below expectations" [X Link](https://x.com/Andromeda8Music/status/1826147907080274352) 2024-08-21T06:42Z [---] followers, [---] engagements "#ADF raises 10m @ 50p #AEP HY Revenue -4% profit +9% #ASLI June NAV -4.2% 87.9c/74.4p #CNS strategic partnerships with NovaRed Vista Group GreyMatter in Latin America #MYX 51.5p placing #PIN July NAV 486.0p -1.1%" [X Link](https://x.com/Andromeda8Music/status/1826872451273265630) 2024-08-23T06:41Z [---] followers, [---] engagements "#BELL July rev $708k sees FY24 rev $8-10m #BHP FY Underlying profit +2% #BNZL HY rev -3.3% adj ptp +3.3% #FLO 350k acq Thorite + 1.7m debtor finance repaid #HE1 acq 50% stake in Blue Star Galactica-Pegasus project raise 6.43m @ 1.09p #STX ACCRUFeR approved Health Canada" [X Link](https://x.com/Andromeda8Music/status/1828322318306680904) 2024-08-27T06:43Z [---] followers, [---] engagements "@andrewdc208 #APAX 29m acq Veriforce #BBGI HY NAV 147.4p #CABP Visa collaboration #DRX Ofgem closes biomass investigation #FEN EBITDA currently 8% below exp #HTG $60m contracts #JDG Geotek coring contract #PPHE revenue from new hotels delayed #SRB HY prf+84% #TLY 4m contracts" [X Link](https://x.com/Andromeda8Music/status/1829049564705296565) 2024-08-29T06:52Z [---] followers, [---] engagements "#AVAP sells [--] ATR 72-600 planes #BBB HY revenue -8% LBT -1.2m #FTC $8.4m SpaceX contract #HOME sells [---] properties for 18.5m #MUT reduced management fee" [X Link](https://x.com/Andromeda8Music/status/1829408647161565307) 2024-08-30T06:39Z [---] followers, [---] engagements "@rhomboid1MF The overwhelming issue for me with #ARC is that their turnover is less than 3m and yet they have net cash of 7.16m - it seems an incredibly wasted opportunity to leave all that cash on the balance sheet and not do anything with it after all this time π€¦β" [X Link](https://x.com/Andromeda8Music/status/1830502584110420269) 2024-09-02T07:06Z [---] followers, [---] engagements "@andrewdc208 #ALU FY UPTP +16.1% #CRW FY Adj EBITDA +6% #ENSI ASIC order #FPO 8p open offer #GETB hints profit warning #JSG HY PTP +31% #MANO FY24 EBIT 2.5m FY25 +ve #MBH HY PTP -32.8% H2 similar to H1 due to challenging markets #MIDW HY PTP -34.9% FY inline #UPR HY eps +1.8% +#ANIC" [X Link](https://x.com/Andromeda8Music/status/1830861691610976357) 2024-09-03T06:53Z [---] followers, [---] engagements "#BDEV FY ptp -75.8% #CABP HY PAT -62% #CLI lease #CRPR TU inline below FY24 #ECOR HY income +15% #GMS HY op pr +4% rev +9% #HFG HY rev -8.4% op pr +12.2% #MNG HY adj op pr -4% #POLN HY AUM 4.5b op pr +24% 24.1m #POLX raised guidance #STX HY rev $12.1m +320% +#ANIC#APAX#PINE" [X Link](https://x.com/Andromeda8Music/status/1831223644636286985) 2024-09-04T06:51Z [---] followers, [---] engagements "#BKG TU stable/inline #DGI9 NAV 45p π¬ #FTC relocating Sedgefield site to state of the art facility nearby to double operational footprint #G4M inline #GSK +ve phase III Nucala in COPD #IES sees HY revenue 1.6m loss 11.2m 'inline'" [X Link](https://x.com/Andromeda8Music/status/1831945099493961784) 2024-09-06T06:38Z [---] followers, [---] engagements "@andrewdc208 #BKG TU STABLE/INLINE #DGI9 NAV 45p π¬ #FTC relocating Sedgefield site nearby to double operational footprint #GSK +ve phase III Nucala in COPD #IES sees HY revenue 1.6m loss 11.2m inline" [X Link](https://x.com/Andromeda8Music/status/1831945980775973186) 2024-09-06T06:42Z [---] followers, [---] engagements "@andrewdc208 #BDEV MADE Partnership JV #CCC HY adj op pr -31.6% #GRID HY NAV 109.16p -19.91p since December [--] #PEBB HY ptp -6% #RUA acq Analytic Biosurgical Solutions SAS #SNX $3.2m contract" [X Link](https://x.com/Andromeda8Music/status/1833032604452368481) 2024-09-09T06:40Z [---] followers, [---] engagements "#FLTR $350m acq 56% stake in leading Brazilian operator NSX Group #GSK Blenrep combo receives Breakthrough Therapy Designation in China #IOF IO#10 plant commissioned production ramp up in coming weeks #SOHO HY NAV 112.38p #VOD CMA raises competition concerns with Three UK merger" [X Link](https://x.com/Andromeda8Music/status/1834481589272649917) 2024-09-13T06:37Z [---] followers, [---] engagements "@andrewdc208 #HGT HY NAV +6.4% 527.9p #JTC $80m acq Citi Trust #MPE HY op pr +78% #MTEC contract #NET 8.7m acq Parble #ORIT HY NAV 105.15p #PHNX HY adj op pr +15% #PTEC strategic agreement #SALT Multiple Placements #SEQI Aug NAV 94.46p #TRYB RC Drill Rig delivered +#GFRD" [X Link](https://x.com/Andromeda8Music/status/1835571242973196686) 2024-09-16T06:47Z [---] followers, [---] engagements "@andrewdc208 #ELIX HY #SAL HY #TRT FY etc" [X Link](https://x.com/Andromeda8Music/status/1838108425844105649) 2024-09-23T06:49Z [---] followers, [---] engagements "@andrewdc208 #DCTA HY LBT 2.48m β #DKL HY EBITDA +12.1% Cashew ops inefficiencies #OPG FY EBITDA flat (pre-exceptionals +57%) #OTB FY inline #TEK HY NAV $0.35 #TIME HY PBT +41% Q1 PBT +46%" [X Link](https://x.com/Andromeda8Music/status/1838831413635813728) 2024-09-25T06:42Z [---] followers, [---] engagements "@andrewdc208 #ANP/#LUCE acqs #BSIF FY NAV 129.75p #CNC/#IGP/#WEIR contracts #DUKE Q1 revenue 6.3m #FEN HY adj EBITDA +3% #MTEC FY adj PBT 1.4m +27% #RBGP HY LBT 4.4m #VLG HY adj EBITDA -18.4% on increased marketing expenditure" [X Link](https://x.com/Andromeda8Music/status/1840645909907988588) 2024-09-30T06:52Z [---] followers, [---] engagements "@andrewdc208 #CREO raises 12m @ 24p #GRG 9M lfl +6.5% #IOM HY below expectations adj ptp -40% 57m acq Atech #MPAC 400p placing to raise 29m to partly fund CSi Palletising acq #SAL Network Rail Contract deal done #TAVI disposal of businesses for up to 37.75m #TRYB Drill Rig system issues" [X Link](https://x.com/Andromeda8Music/status/1841006219642667355) 2024-10-01T06:44Z [---] followers, [---] engagements "@andrewdc208 #AIRE FY NAV 80.90p -3.9% #IHC FY warning #JD. HY pre-ex PBT +2.0% #PINE HY underlying PBT -13% #SNWS FY AT LEAST inline revenue +1.1% #SOLI 1.4m acq Gateway #TPT Q4 lfl sales -8.2% #TRT distribution partnership with AssetFindr" [X Link](https://x.com/Andromeda8Music/status/1841370243232301280) 2024-10-02T06:50Z [---] followers, [---] engagements "#GFRD FY PBT +39.7% confident #JLP FY EBITDA -7.1% #JNEO 0.9m Denmark Contract #NG. inline #RESI proposed managed wind-down #RKW HY return +22.7% #ROOF to sell entire portfolio for 218.7m = 80p NAV #TEP inline HY customers +13% #TFW FY eps +10.9% #TSCO HY adj op pr +15.6%" [X Link](https://x.com/Andromeda8Music/status/1841730767828738556) 2024-10-03T06:43Z [---] followers, [---] engagements "@andrewdc208 #GFRD FY PBT +39.7% confident #JLP FY EBITDA -7.1% #JNEO 0.9m Denmark Contract #NG. inline #RESI proposed managed wind-down #RKW HY return +22.7% #ROOF to sell entire portfolio for 218.7m = 80p NAV #TEP inline HY customers +13% #TFW FY eps +10.9% #TSCO HY adj op pr +15.6%" [X Link](https://x.com/Andromeda8Music/status/1841731403014140006) 2024-10-03T06:45Z [---] followers, [---] engagements "#3IN Valorem stake sale #BKS Underlying FY PBT +68% #CAV HY revenue +41% profitable #CNS Q3 orders: $6m new $3m renewed #FDP inline selling First Derivatives 230m Acqs: #MTO #OCI #RNWH #RIO #SOLI 3.8m contracts #SRE inline +#ECK#FUM#FXPO#HVO #SOS" [X Link](https://x.com/Andromeda8Music/status/1843182449687486761) 2024-10-07T06:51Z [---] followers, [----] engagements "@entrustTMF #PRSR dividend yield not that high though for sector π€" [X Link](https://x.com/Andromeda8Music/status/1843544427433996474) 2024-10-08T06:50Z [---] followers, [--] engagements "#ARB Dismissal of Lawsuit #BP. sees Q3 production flat debt higher #DKL Q3 production -7.5% #OMG 5.5m acq Sempre #PMI Q4 133m net outflows AuM 10.7bn +9% #QQ. wins TacSys Resource Partner contract #SAR raises 2.364m @ 20p #THG raises 95.4m @ 49p" [X Link](https://x.com/Andromeda8Music/status/1844631186888343564) 2024-10-11T06:48Z [---] followers, [---] engagements "@andrewdc208 #ARB Dismissal of Lawsuit #BP. sees Q3 production flat debt higher #DKL Q3 production -7.5% #OMG 5.5m acq Sempre #PMI Q4 133m net outflows #QQ. wins TacSys Resource Partner contract #SAR raises 2.364m @ 20p" [X Link](https://x.com/Andromeda8Music/status/1844631524521435407) 2024-10-11T06:50Z [---] followers, [---] engagements "@HTVIOLA @conkers3 @AICPRESS I hold a variety of REITs and renewables also JGGI AIE AA4 (15% yield) HGT OCI etc" [X Link](https://x.com/Andromeda8Music/status/1844725269598204381) 2024-10-11T13:02Z [---] followers, [--] engagements "@entrustTMF #PHNX share price performance not so compelling π€ I do hold some π" [X Link](https://x.com/Andromeda8Music/status/1846084106242687274) 2024-10-15T07:02Z [---] followers, [--] engagements "@SkyNews How pathetic that you class this as "news" never mind breaking news as if there aren't more important things in the world than this. Should be ashamed of yourselves π€¬" [X Link](https://x.com/Andromeda8Music/status/1846568409388953814) 2024-10-16T15:06Z [---] followers, [--] engagements "@andrewdc208 #AIE FY NAV 279.3p +35.5% #AJB customers +14% #BHP Q1 +ve production inline #CAM Adj loss 7-9m ahead exp #CAPD Q3 MSALABS revenue -4.5% FMG ends contract early #CHG inline #EMG QTR net flows: Alternative +$0.6b Long -$6.1b #FRP 5.5m acq Globalview Advisors #ROO Q3 GTV +6%" [X Link](https://x.com/Andromeda8Music/status/1846805895037984923) 2024-10-17T06:50Z [---] followers, [---] engagements "#AVCT Tempus AI collaboration #AZN Wainzua EU approval #BOWL FY ahead exp UK lfl flat #CER FY comfortably ahead #ELIX $45.0m acq Hypothesis #ENSI 2m ASIC Contract #MIDW lowers FY guidance [--] acqs #RCDO to divest Defense ops #SRB Q3 prod 9489oz Coringa +ve #TSTL FY ptp +39%" [X Link](https://x.com/Andromeda8Music/status/1848254485732220963) 2024-10-21T06:46Z [---] followers, [----] engagements "@andrewdc208 #AVCT Tempus AI collaboration #AZN Wainzua EU approval #BOWL UK lfl flat #ELIX $45.0m acq Hypothesis #MIDW [--] small acqs for 12m #RCDO INTENDS to divest Defense business #SAR 1m raised @ 22.5p #SRB Q3 production 9489oz Coringa +ve #TSTL FY ptp +39%" [X Link](https://x.com/Andromeda8Music/status/1848255676516032643) 2024-10-21T06:51Z [---] followers, [----] engagements "@raul_costa88 @BOTB_Dreamcars Horrible colour. from the side it looks a bit like a large Honda Civic" [X Link](https://x.com/Andromeda8Music/status/1848261903815995661) 2024-10-21T07:15Z [---] followers, [--] engagements "#4GBL [--] new US Strategic Partnerships #BPM HY NAV 690.8p +9.8% #ECOR Q3 income $5.2m #FRES 9m gold production -6.6% #IGE inline #LLOY 9m PAT 3.8b inline #OCI NAV 693p #RKT Q3 lfl -0.5% #SYNC positive Spur data update from FLT201 Phase I/II trial #HOC#WPP FY guidance unchanged" [X Link](https://x.com/Andromeda8Music/status/1848977294838136872) 2024-10-23T06:38Z [---] followers, [---] engagements "@andrewdc208 Acqs by #BPM#GHH#VLG#SDI #EQLS improved offer 135p+2p special dividend due diligence completed #GLEN FY guidance maintained Q3 production mostly down #GSK Q3 op pr $189m after Zantac charge #INHC 1.5m contract #TM17 new CFO #TMO FY op loss 6k Vs FY23 17.5m 8m Placing 50p" [X Link](https://x.com/Andromeda8Music/status/1851529979206471974) 2024-10-30T07:42Z [---] followers, [---] engagements "@andrewdc208 #CHG 5yr/278m contract wins FY inline #ENSI new 9m debt facility #FDBK FY rev 1.18m +15% EBITDA LOSS 2.73m 5.2m placing @ 20p 55% discount π± #FUM +ve pipeline results #HICL 6m NAV -1.7p 156.5p #ORIT NAV 103.77p -1.38p #SNX 2.2m contracts #VNET TU HY adj op pr +10.1%" [X Link](https://x.com/Andromeda8Music/status/1853342713107579181) 2024-11-04T07:45Z [---] followers, [---] engagements "@andrewdc208 #3IN HY NAV 374.7p ahead #AZN Koselugo +ve Phase III #CNC $3.72m contract #CRU resignation #DCC HY adj eps +6.2% #DEC Q3 Net loss $1m #FRES Sabinas operational difficulties #FTC New design centre #OXIG HY eps -9.5% #RECI Oct NAV 146.0p #TPX MHCLG contract #ZOO HY op loss $2.5 +" [X Link](https://x.com/Andromeda8Music/status/1856242424353616149) 2024-11-12T07:47Z [---] followers, [---] engagements "@andrewdc208 #BMN suspended π© #GRID Sept NAV 109.09p capacity currently 845MW #JARA Oct NAV 91.11p vs Sept 88.85p #POLR HY ptp +9% #SCLP +ve data from SCIB1 SCOPE trial #SNT FY loss 0.54m #SRE HY NAV 112.49c +1.2% #SUPR 49.7m acq Sainsbury's store #TRT partnership +#CER#HLMA#MRO detail" [X Link](https://x.com/Andromeda8Music/status/1858415525296030132) 2024-11-18T07:42Z [---] followers, [---] engagements "@andrewdc208 #BOY Jul-Oct lfl revenue +0.2% #CLX HY LBT (1.3m) Vs (599k) economic uncertainties persist #DPLM FY adj ptp +20% #GSK +ve Linerixibat Phase III #RKW HY NAV Return 22.9% #SRT $9m MDA system contract #VCP [----] sale Graniser ceramic tile manufacturer +details" [X Link](https://x.com/Andromeda8Music/status/1858777310540775919) 2024-11-19T07:40Z [---] followers, [---] engagements "#AAL sells steelmaking coal ops to Peabody up to $3.8b #AVAP ATR 72-600 sold #AZN +ve Truqap combo Phase III #DSW HY adj ptp 0.2m flat #KGF Q3 lfl -1.1% FY adj ptp range tightened lower #JNEO 1.7m TfL POs #MWE 9m rev flat op pr -2% #SNX [---] contracts #SYM resin NbR launch" [X Link](https://x.com/Andromeda8Music/status/1860951258946818462) 2024-11-25T07:38Z [---] followers, [---] engagements "@andrewdc208 #AAL sells steelmaking coal ops to Peabody up to $3.8b #AVAP ATR 72-600 sold #AZN +ve Truqap combo Phase III #KGF Q3 lfl -1.1% FY adj ptp range TIGHTENED LOWER #JNEO 1.7m TfL purchase orders #MWE 9m rev flat op pr -2% #SNX [---] O&G contracts #SYM launches resin NbR" [X Link](https://x.com/Andromeda8Music/status/1860952203667575018) 2024-11-25T07:42Z [---] followers, [---] engagements "@andrewdc208 #APAX acq Evelyn Partners #GSK liquid Menveo EU approved #GTLY sees HY ptp 10.5m +5%. #IOM HY adj ptp -44% #JD. Courir acq completed #MAB adj op pr+41% current lfl +4% #OMIP TCAT Disposal #RM. extends Cambridge contract #TRT 4m rev +48% but net profit +10% on scale up costs +++" [X Link](https://x.com/Andromeda8Music/status/1861677095916552209) 2024-11-27T07:43Z [---] followers, [---] engagements "@RidyardMike #CORD debt a bit high. π€" [X Link](https://x.com/Andromeda8Music/status/1861683486400168044) 2024-11-27T08:08Z [---] followers, [--] engagements "@andrewdc208 #BEG acq White Maund Insolvency #BVC $2.4m Edgility orders #CMET Stage [--] capex reduced to $20.9m #GAMA move to Main Market mid-2025 #MTC HY adj lbt -1.4m #SRT 15m loss -13.7m equity raise coming #TGP sees FY Adj EBITDA [---] +200% but FY25 flat #TRY HY NAV 378.61p +7.7%" [X Link](https://x.com/Andromeda8Music/status/1863487144720773229) 2024-12-02T07:35Z [---] followers, [---] engagements "@andrewdc208 #ANCR 20m 232.5p placing #GFRD 87m contracts in London #GMS 18m small-vessel contract #HGT sells Dext Software 13% uplift #IES launches ENDURIUM battery #SYS1 HY rev +38% prf +180% poss FY revenue beat #VNET HY rev +7% PBT 18k #ZPHR WB Q3 production [----] boepd -15% on Q2 ++" [X Link](https://x.com/Andromeda8Music/status/1863852161228046780) 2024-12-03T07:45Z [---] followers, [---] engagements "@andrewdc208 #AGY +ve Ph I/IIa VLP Peanut Trial #BIOM materially below #CNC launch #COST 400+m HS2 contract #CSSG inline #ECOR Voisey's Bay Expansion completed #LIT Judgment found against LCM in Stanwell/CS Energy may appeal #PMI FY outflow 318m #RIO Sumitomo JV #SCLP 2nd Genmab license +" [X Link](https://x.com/Andromeda8Music/status/1864212482237042925) 2024-12-04T07:37Z [---] followers, [---] engagements "#AFRN H2 adj EBITDA c$2.0m vs H1 adj EBITDA loss $-2.4m #BILN FY24 ahead exp FY25 inline #BOOM FY rev $73+m adj EBITDA significantly ahead #CHRT HY rev +25% adj op pr +69% ahead +ve outlook #COST NEP contract progresses #FAN 4m rev +1.3% #PCIP +ve #TMIP 4c special dividend" [X Link](https://x.com/Andromeda8Music/status/1866749390972473628) 2024-12-11T07:38Z [---] followers, [---] engagements "@andrewdc208 #AFRN sees H2 adj EBITDA c$2.0m vs H1 adj EBITDA loss $-2.4m #CHRT HY revenue +25% adj op pr +69% ahead guidance +ve outlook #COST NEP contract progresses #TMIP 4c special dividend (despite $252.3m debt) +++" [X Link](https://x.com/Andromeda8Music/status/1866750253833261335) 2024-12-11T07:41Z [---] followers, [---] engagements "#ART FY inline #BGO Continente agreement #CCT FY24 ptp +27% FY25 flat #DORE sale Gabrielsberget windfarm #IHP FY uptp +12% #KGF 70m sale Brico Dpt Romania #SHOE FY expectation halved #SPSY $9.4m downpayment received #TMI NAV $1.48 #ZTF FY comfortably inline ReZorce paused" [X Link](https://x.com/Andromeda8Music/status/1869286097949265999) 2024-12-18T07:38Z [---] followers, [---] engagements "#BOOT acq Stonebridge #BVC Edgility Customer #COST JV contracts #ENRG +ve Aus PV BESS #HGT Citation Group 8% uplift #SPA new customers #SRP sees FY24 u op pr 270m +9% FY25 op pr 260m with flat revenue #TENT Sep NAV 77.24p disposals next quarter #TIME HY ptp +44% #WG. contract" [X Link](https://x.com/Andromeda8Music/status/1869650139176194242) 2024-12-19T07:45Z [---] followers, [---] engagements "TRYB turning into an AIM π© stock and another IPO disaster: Funding discussions ongoing no guarantee etc Proposed cancellation from AIM Delay in publication of Annual Report and Accounts shares to be suspended 02/01/2025 π" [X Link](https://x.com/Andromeda8Music/status/1869694954601427385) 2024-12-19T10:43Z [---] followers, [--] engagements "#IPO portfolio cos Intelligent Ultrasound Group & Abliva AB receive cash offers #ITM 50MW FEED contract signed #OPG HY pat 2.6m #SNG raising 18-19m @ 2p #SUPR PCA of PDMR buys [------] shares @ 66.948p #SWG 2.3m contract wins" [X Link](https://x.com/Andromeda8Music/status/1870011670581445049) 2024-12-20T07:41Z [---] followers, [---] engagements "#AZN Tagrisso approved in EU #BOO London office sold for 49.5m #GOOD Extension of PUSU deadline #HUM Kouroussa & Yanfolila underperformance guidance reduced to 95-100 koz likely insolvency #ITM Contract for [--] NEPTUNE V #SEE 26.2m strategic investment from Mitsubishi Electric" [X Link](https://x.com/Andromeda8Music/status/1871099863712370746) 2024-12-23T07:45Z [---] followers, [---] engagements "#SYNC investment co Achilles sells technology assets to AstraZeneca for $12m" [X Link](https://x.com/Andromeda8Music/status/1872548893273293249) 2024-12-27T07:43Z [---] followers, [---] engagements "#HUM signs 1yr $35.6m loan agreement #SAR CPF notice of termination of SRA737 licence" [X Link](https://x.com/Andromeda8Music/status/1873999856660078729) 2024-12-31T07:49Z [---] followers, [---] engagements "#GSK Nucala approved in China #VLX Murat Ticaret exceeds EBITDA targets of acquisition agreement for first [--] months" [X Link](https://x.com/Andromeda8Music/status/1875088362157338930) 2025-01-03T07:54Z [---] followers, [---] engagements "@andrewdc208 #AVON $18m order from Defense Logistics Agency #EXR warns #IDOX 2.8m 5-Year Contract to Provide Election Services in Malta #TIA +ve TU" [X Link](https://x.com/Andromeda8Music/status/1876174091570602423) 2025-01-06T07:48Z [---] followers, [---] engagements "#CRDL contract win #CRW HY rev & adj EBITDA +10% #ENT FY inline #EYE warns on FY2526 #FTC FY upgraded again #GSK acq IDRx = $1.15b #HERC FY24 adj ptp +44% 25Q1 +ve #JLP HY 1454t below exp #MACF acq Pitreavie #POLN new CFO #POLR Q3 outflow 360m #SOS inline #THS Q1 prod poor" [X Link](https://x.com/Andromeda8Music/status/1878711934486458427) 2025-01-13T07:53Z [---] followers, [----] engagements "@entrustTMF π I wonder how much the analysts got paid for doing that 1p downgrade π" [X Link](https://x.com/Andromeda8Music/status/1878718931273396727) 2025-01-13T08:21Z [---] followers, [--] engagements "#BOOM#CURY#GNS ahead #BRK Qtr net outflow 151m #DIS Q3 Rev -59% 233k π #DPLM#FDEV#GTLY#VTY#WINK inline #FIN FY +ve #FUTR +ve WSD4000 #GFRD upper end #GRID Energisation Melksham #JUST FY H2 margin lower #LIO AUM -5.3% #MAB Q1 lfl +3.9% #NXQ FY25 weak #SRB FY24 prod +13.2%" [X Link](https://x.com/Andromeda8Music/status/1879437238607749378) 2025-01-15T07:55Z [---] followers, [---] engagements "#AAZ#ABDP#AVG#MPAC#PEBB#SNWS#TW. inline #ANTO Q4 prod 200300t +12% qoq #CNC FY 10% ahead #DSCV acq #NIOX slightly ahead #ROO FY Adj EBITDA top end 110-130m #SRT HY ptp 2.5m #TRST FY adj EBITDA ahead #WISE Q3 volumes +24% #YNGA 15wk lfl +7.9% +#PMI#PTAL#RIO#SEQI" [X Link](https://x.com/Andromeda8Music/status/1879799017720434854) 2025-01-16T07:53Z [---] followers, [---] engagements "#AVAP +ve PAL lease #AZN FDA approval Datroway #BGO FY adj EBITDA +137% rev +16% new CFO #CER#CKT#WG. contracts #JDG FY inline #JNEO 1.1m PO #MIDW FY slightly below #MPE FY crop -1% poor H2 weather CPO price +13% #SDG warns #VANL 30m Wood partnership Esso contract +#SUPR" [X Link](https://x.com/Andromeda8Music/status/1881247151726191088) 2025-01-20T07:47Z [---] followers, [---] engagements "@andrewdc208 #AA4 partial redemption 64.03p #FNX HY adj EBITDA only +6.8% on TPV -5% FY inline #HBR materially higher [----] production 450-475 kboepd #IOF FY production +13.4% adj EBITDA $7.5m below forecast #KOO FY Adj EBITDA top end #MTO Q3 revenue +15% #TM17 name change to everplay #EVPL" [X Link](https://x.com/Andromeda8Music/status/1882335145505788274) 2025-01-23T07:50Z [---] followers, [---] engagements "@andrewdc208 #BXP HY prf 23.8m #CTA FY broadly inline #ECOR Q4 income $6.7m #EKF FY adj EBITDA 11.0+m #LIT sees HY LOSS A$-8m [--] case losses #OCI NAV 695p #PAY Q1 +ve #REAT FY revenueEBITDA +6% #SRT $15m contract #VANL HY ptp -24%" [X Link](https://x.com/Andromeda8Music/status/1884510859231215742) 2025-01-29T07:56Z [---] followers, [---] engagements "@andrewdc208 $CLS top end expectations" [X Link](https://x.com/Andromeda8Music/status/1884975403401420901) 2025-01-30T14:42Z [---] followers, [--] engagements "@andrewdc208 I bought $CLS in the rout at [-----] added yesterday after Qtr results at [-----] βΊ Wish I'd bought more Lost a small amount on $DECK thankfully sold it a few minutes after the open at [---] if it hadn't been for your tweet I would have been selling it a LOT lower. so thanks π€" [X Link](https://x.com/Andromeda8Music/status/1885469116301037773) 2025-01-31T23:24Z [---] followers, [---] engagements "@HTVIOLA #ALU HY looks great and the position of the pension scheme is good as well The only thing that makes me wary of investing is that each division describes the market they are operating in as challenging" [X Link](https://x.com/Andromeda8Music/status/1886700377887674628) 2025-02-04T08:56Z [---] followers, [--] engagements "@andrewdc208 #BME guides FY adj EBITDA 605-625m #GSF all assets energised capacity [-----] MW #MEGP FY ptp +9.4% #NG. $1.735b sale Nat. Grid Renewables #SUPR 63.5m sale Tesco Newmarket 36.7m acq [--] Carrefour stores renewals #TSTL HY adj ptp +19%" [X Link](https://x.com/Andromeda8Music/status/1893928179745624503) 2025-02-24T07:37Z [---] followers, [---] engagements "@andrewdc208 #IMI FY ptp +8% #SREI Qtr dividend 0.897p +2% #WEIR 657m acq Micromine FY adj ptp +4%" [X Link](https://x.com/Andromeda8Music/status/1895378140471664746) 2025-02-28T07:38Z [---] followers, [---] engagements "@andrewdc208 #EDV Q4 Net Earnings $110m +49% qoq #ELM FY adj op pr +24% div +38% #HBR FY LOSS $93m #INF FY24 adj op pr +16.5% strong Q1/25 #LRE FY pat flat #NTBR FY EBIT likely ahead #PAGE FY ptp -58.2% #RIO $1.8b Brockman mine extension #SPI FY25 only mid-single digit revenue growth" [X Link](https://x.com/Andromeda8Music/status/1897554263351452159) 2025-03-06T07:46Z [---] followers, [---] engagements "@andrewdc208 #ECEL 29m acq Alunet #HTG $17.5m acq Organic Oil Recovery #JUST FY underlying op pr +34% 504m #LABS Carl Zeiss 5yr lease extension #SHED Internalisation #SRAD FY ptp +7.1% outlook inline" [X Link](https://x.com/Andromeda8Music/status/1897914879471648812) 2025-03-07T07:39Z [---] followers, [---] engagements "@CompoundIncome Perhaps focus on the weak #CKN FY25 start on soft conditions and H2 weighting. π€·β" [X Link](https://x.com/Andromeda8Music/status/1899009386929901774) 2025-03-10T08:08Z [---] followers, [---] engagements "@Borg74 304p volume support for #TSCO π€ [---] support line" [X Link](https://x.com/Andromeda8Music/status/1901557677337059486) 2025-03-17T08:54Z [---] followers, [---] engagements "@andrewdc208 #CAML FY EBITDA flat #COST infrastructure with Urenco #CWK targets op margin ROCE higher #ECEL FY op pr +11% rev -2% #FGEN CNG Fuels transaction #FSJ FY und op pr -0.3% #INVP adj eps -4% to +4% vs FY24 #PTAL Q4 EBITDA top end production slightly ahead #PXEN acq Tarba Energa" [X Link](https://x.com/Andromeda8Music/status/1902627759194571173) 2025-03-20T07:46Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Andromeda8Music Andromeda [--] MusicAndromeda [--] Music posts on X about op, acq, debt, investment the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance currencies countries stocks travel destinations automotive brands cryptocurrencies luxury brands technology brands exchanges
Social topic influence op, acq, debt, investment, nav, snx, acquisition, eps, hy, inflation
Top assets mentioned Teradyne, Inc. (TER) Tempus AI, Inc. (TEM) Coldstack (CLS) HSBC Holdings PLC (HSBC)
Top posts by engagements in the last [--] hours
"@andrewdc208 #CMCX acquires 33% stake in StrikeX Technologies a customer centric blockchain solutions business #PTAL operations halted once again by illegal blockade of the river system by AIDECOBAP group β"
X Link 2023-06-09T07:06Z [---] followers, [--] engagements
"@andrewdc208 #BOKU local Amazon Prime Video payments #CAML H1 inline #CNA $8bn 15-year Sale/Purchase Agreement #GSEO first solar & storage system in Aus #IQG $2m contract tier [--] US telco #KINO FY Rev +18% 62.7m adj EBITDA +29% 5.5m #SNX H1 und op pr +61% 0.8m BUT mixed perf #TRT TU inline"
X Link 2023-07-11T06:57Z [---] followers, [---] engagements
"@F15JCM @1James1n1 #SNX spread is very wide as well"
X Link 2023-07-11T08:15Z [---] followers, [--] engagements
"@YstoneAdvisory I wonder much of the #PFD sales increases are due to volume growth (or lack of) and how much due to big increases in prices The price of Mr Kiplings cakes has SKYROCKETED in the last year π² I am no longer buying any of them π€"
X Link 2023-07-20T07:56Z [---] followers, [--] engagements
"@andrewdc208 #BBOX H1 NTA/sh 183.02p +1.5% 84.3m asset sale #BLV trading comfortably in line #DEVO warns H1 adj EBITDA loss #HARL establishes Harland & Wolff Technologies subsidiary #JTC completes acquisition after regulatory approvals #TGR FY EBITDA -839k vs -1266k #XAR H1 revenue down"
X Link 2023-08-03T06:56Z [---] followers, [---] engagements
"#DX. opens former Tuffnells depots #ROR H1 Adj op pr 65.3m +22.5% FY inline #SDG H1 revenue -2% FY inline #SDI FY adj ptp 11.8m flat sees FY24 inline #SMRT H1 revenue 2.7m +15% FY inline #TGR Q1 Prod [----] tons +188% #TIFS H1 adj EBIT $131.9 +57% guidance up #ZTF FY inline"
X Link 2023-08-08T06:54Z [---] followers, [----] engagements
"Shore Capital upgraded its rating on #CPI from 'hold' to 'buy'. Analyst Robin Speakman said "operational challenges" are still evident for the group but thinks a lot of the bad news is already baked into the price. Sees 50% upside to the current share price to around 30p"
X Link 2023-08-11T20:18Z [---] followers, [--] engagements
"@conkers3 I found Henry's comments on #CARD odd #CARD being the only low cost card shop on high street surely an obvious differentiation. Disagree on #SDI organic revenue growth is lower than inflation and 37% revenue growth has resulted in negligible profit growth. Also acq issue π"
X Link 2023-08-15T10:56Z [---] followers, [--] engagements
"@andrewdc208 Asian stocks track Wall Street higher. Japan's August unemployment rate surprised at 2.7% vs expected & previous 2.5%. Planned Australia LNG strikes keep European gas prices elevated. Weaker-than-expected German consumer confidence. U.S. confidence and job openings at 3pm"
X Link 2023-08-29T07:19Z [---] followers, [--] engagements
"@andrewdc208 #AAL cycle [--] rough diamond sales $370m vs cycle [--] $411m #BELL licenses technology in China deal valued at $27.5-55m min royalties #ENSI new customer/2.5m contract for Satellite Broadband Chip #HARL progress on business case for build / operation of ferries to Scilly islands"
X Link 2023-08-30T06:48Z [---] followers, [--] engagements
"@armchairtweets No #GLE home sales dropped 14%"
X Link 2023-09-14T07:08Z [---] followers, [--] engagements
"@andrewdc208 #GSEO H1 NAV 110.21p #INSG AGM no new info on progress #PDL FY production [----] Mcts marginally below revised guidance adj ptp $8.3m -95% outlook subdued β #SUPR reduced LTV to 34% (12/22: 40%)"
X Link 2023-09-15T06:51Z [---] followers, [---] engagements
"@wheeliedealer @MerrynSW Great to have you back Wheelie nice to have your take on things again including charting comments π IMHO $TER doesn't look great at all the chart is very poor and quarterly earnings over the last year look poor as well"
X Link 2023-09-18T16:20Z [---] followers, [---] engagements
"@wheeliedealer That's why I posted the chart on my reply because you can see $TER has dropped below that green line of support that we are both talking about π @htviola"
X Link 2023-09-19T15:42Z [---] followers, [---] engagements
"#SPR sneaked out FY results approx midday hoping nobody would notice results not too bad but outlook is terrible and dividend has been axed until debt is materially reduced. Has had to extend overdraft and have additional loan to help short term funding. Shocking behaviour π©"
X Link 2023-09-20T12:37Z [---] followers, [---] engagements
"Markets Report"
X Link 2023-09-21T06:57Z [---] followers, [--] engagements
"@F15JCM @reb40 Don't worry about all of that #MTC say "they are excited about the future" so all will be well πβπ¬"
X Link 2023-09-22T07:26Z [---] followers, [--] engagements
"@1James1n1 #ERGO adjusted EBITDA +13.7% and order book +8.8% confirm that things are slowing down from the +20% numbers we have been used to from them - the offer price seems fair on this basis"
X Link 2023-09-22T07:29Z [---] followers, [--] engagements
"#GSK Japan's MHLW approves Arexvy #GTC H1 pre-ex LBT [----] million #IES US DOE Project Funding for [--] MWh VFBs H1 12.6m op loss (HY22 -12.1m) 14.8m income (HY22 1.5m) #IQG H1 revenue +124% 20.5m PBT & FX 61k vs -1.15m #PIN tender offer 280-315p #SPSY sees FY inline"
X Link 2023-09-25T06:57Z [---] followers, [---] engagements
"@andrewdc208 #AGY FY Revenue 61.0m (FY22 72.8m) op LOSS PRE-R&D/exceps -13.3m (FY22 profit 3.4m) βββ #G4M Amati Global Investors sells 6% of co (nearly all shares) #PEN sees FY inline #SYS1 sees HY revenue +25% FY revenue & adj PTP above expectations"
X Link 2023-09-27T07:01Z [---] followers, [--] engagements
"@andrewdc208 Key lessons from #SYNT for me (only have a TINY historic holding sold 50+% rather higher) : Sell ALL if chart fails Substantial shareholder increasing holding towards 30% NOT a sign that a bid is imminent Placing/offer much higher than price is NOT support Watch debt/b.sh"
X Link 2023-10-02T09:31Z [---] followers, [---] engagements
"@andrewdc208 #ALFA THL confirms does not intend to make an offer #ORCP placing of [----------] shares at 0.035p to raise gross proceeds of [------] π #VAST debt extension agreed to 30/11/23"
X Link 2023-10-04T06:38Z [---] followers, [---] engagements
"#SDI -5.95%. .that's one LONG downtrend from when directors offloaded"
X Link 2023-10-09T08:18Z [---] followers, [---] engagements
"@andrewdc208 #CORD acquisition of Speed Fibre cleared #ENSI Revenue 20.5m +34% pre-IPO PTP 1.79m+110% also key production tape-out milestone announced #REAT contract extension 3yr / 1.27m per yr a near doubling cf initial contract #WHR sells [--] assets for 9.5m 30% above book value"
X Link 2023-10-10T06:44Z [---] followers, [---] engagements
"@andrewdc208 #CAML Q3 TU: FY inline #CURY strategic review of Kotsovolos attracts several non-binding offers #PRSR FY NAV 120.1p +3% #SDY acquisition of Green Power Hire for enterprise value 20.2m #SPA HY revenue +11% 15.5m adj EBITDA 1.7m -16% #THRL FY NTA -6.9% 104.5p"
X Link 2023-10-10T06:58Z [---] followers, [---] engagements
"Berenberg initiated coverage of #JDG on Monday with a 'buy' rating and 10400.0p price target stating it was one of the highest quality companies in the UK mid-cap market evidenced by its "stellar" track record"
X Link 2023-10-10T10:57Z [---] followers, [---] engagements
"@rhomboid1MF The key question is which we're still left in the dark about is what is profit growth and how much have #MRK margins been impacted π€"
X Link 2023-10-12T08:12Z [---] followers, [---] engagements
"@andrewdc208 #AAZ Q3 5295oz gold (Q3/22 14309oz) net cash $1.6m (300623 $9.6m) π¬ #BVC [--] year order from NGA #GSK positive opinion Jemperli #SEE FY23 Revenue +48% $57.8m (ahead) EBITDA loss $9.3m (FY22 loss $16.3m) #SERE qtr portfolio valuation 214.1m -1.9% over 3m #TAL guidance low end"
X Link 2023-10-16T06:42Z [---] followers, [---] engagements
"@F15JCM #FRP chart looks quite poor. It might have reached a volume shelf at the current level I would prefer for the share price to get above that descending resistance line before I entered"
X Link 2023-10-16T07:58Z [---] followers, [--] engagements
"@F15JCM Can't argue with #FRP fundamentals (same for #BEG which I hold). though in these market conditions fundamentals don't seem to prop up share prices an awful lot"
X Link 2023-10-16T08:42Z [---] followers, [--] engagements
"@andrewdc208 #BHP sells Blackwater and Daunia mines to Whitehaven Coal for up to US$4.1b #MERC 4.4m funding round in Netacea #TRR 45% increase in Mineral Resource at Paradox Lithium Project (+6% in Indicated +117% in Inferred) #ZPHR 36-2 well redrill due to damage acreage buy in"
X Link 2023-10-18T06:49Z [---] followers, [---] engagements
"Markets update: UK CPI data above expectations for both headline and core figures showing that inflation remains stickier than hoped and will complicate the outlook for BOE Chinese datapoints beat expectations including GDP Netflix and Tesla earnings this evening"
X Link 2023-10-18T07:00Z [---] followers, [---] engagements
"@1James1n1 Strong #CAPD Q3 I thought it was a bit mixed due to: Drilling & associated revenue -2.1% Fleet utilisation 72% down 6.5% on Q2 Operations at Sand Gold Project temporarily on hold due to escalation of conflict in Sudan"
X Link 2023-10-18T07:32Z [---] followers, [--] engagements
"@bullhooves $MOD down 8% today π€"
X Link 2023-10-18T16:51Z [---] followers, [--] engagements
"@BigBiteNow #TGR don't seem to say anything about profitability which is a bit of a shame π€·π»β"
X Link 2023-10-19T07:47Z [---] followers, [---] engagements
"@andrewdc208 #ALL Mining Lease Granted for Ewoyaa Lithium Project"
X Link 2023-10-20T06:49Z [---] followers, [---] engagements
"Markets Report : US bond yields are the big driver again after a rise in the 10-year yield to briefly hit 5% yesterday. Oil prices are up too. UK retail sales fell sharply in September down 0.9% month-on-month"
X Link 2023-10-20T06:57Z [---] followers, [---] engagements
"#ALL price prior to announcement of Ghana mining permit 25.1p price now 24p. How does that make any sense π€π"
X Link 2023-10-23T07:20Z [---] followers, [---] engagements
"@OilinvestorAl #ALL say "Development cost estimate of US$185m; to be substantially funded by Piedmont Lithium and planned investment by Ghana's sovereign wealth fund the Minerals Income Investment Fund" π€"
X Link 2023-10-23T07:58Z [---] followers, [--] engagements
"#RQIH to sell 100% interest in R&Q America for ent value $465m net proceeds $300m "the current financial leverage of R&Q is unsustainable. if the Sale were not to proceed R&Q unable to repay certain debt facilities" 35p -34% Well done Gresham House (held 11% 06/23) & CMπ"
X Link 2023-10-23T12:47Z [---] followers, [---] engagements
"@reb40 #IPF trading is ahead of their expectations but customer numbers are down 2% and excluding Poland for some reason they are up 2%. so Poland customers must be down quite a lot even though they go on about the number of credit cards being issued. Sounds a bit odd π€π¬π€"
X Link 2023-10-26T07:11Z [---] followers, [--] engagements
"@andrewdc208 #APAX AGI fund acquires GAN Integrity tech co #ARC signs new Tier [--] bank client no #KETL CFO to retire IMMEDIATELY (thanked) leverage ratio covenant relaxation to 2.5x π¬ #SFE suspended shareholders likely to get nothing π©"
X Link 2023-10-27T06:50Z [---] followers, [---] engagements
"#AAF HY after tax loss #BVC $3m order #BVXP FY tu ptp +9% #CCC inline #D4T4 HY adj ptp 0.2m #DX. reopens depot #FRAS divests Missguided IP #GLEN nickel ferroch guidance lower #GSK +ve Phase III Jemperli #HEIQ HY op loss -$6.0m #LOK FY adj EBITDA 15.1m -7.9% #OCI acq Alerce"
X Link 2023-10-30T07:49Z [---] followers, [---] engagements
"Markets Report Asian stocks mostly decline amid ongoing tensions in the Middle East. Busy week with monetary policy decisions by BOJ US Federal Reserve & BOE. German & Spanish inflation Eurozone Q3 GDP & US employment data likely to keep volatility at elevated levels"
X Link 2023-10-30T08:29Z [---] followers, [---] engagements
"@andrewdc208 #CAPD MSALABS partnership with Barrick/Chrysos to deliver PhotonAssay to Barrick mines in [--] continents #FIPP FY 06/23 NAV -8% 81.8p portfolio fair value -17% #SCLP op loss [----] cash 19.9m #SDX +ve KSR-21 test #SQZ awarded 100% UK block 29/2a in UKCS 33rd Licensing Round"
X Link 2023-10-31T07:42Z [---] followers, [---] engagements
"Markets Report Asian markets struggled on China's manufacturing sector slipped back into contraction. Bank of Japan tweaked policy. Oil prices slipped yesterday but World Bank warned oil could hit $150 due to the war in the Middle East (DON'T PANIC π)"
X Link 2023-10-31T07:53Z [---] followers, [---] engagements
"@andrewdc208 #AZN Cellectis collaboration #DEVO acq System Era #ECK sees FY inline HY adj op pr (ex-forex) 4.1m +17% #GSEO 09/23 NAV [------] vs 06/23 110.2p #JLP 16-weeks Roan disruption for upgrade tu #PXEN rev 1.94m #SYS sees HY adj EBITDA -7% on lower VAR sales #TEK MicroSalt placement"
X Link 2023-11-01T07:46Z [---] followers, [---] engagements
"Markets Report: Dollar surges against the yen ahead of Fed rate decision"
X Link 2023-11-01T07:52Z [---] followers, [---] engagements
"@MBdaytrading #OMG acquisition not cheap though 8.1m for EBIT of 0.8m π€"
X Link 2023-11-01T08:40Z [---] followers, [--] engagements
"@1James1n1 I think it fair to say that #SCE are pretty accident prone when it comes to ramping up production one challenge after another π"
X Link 2023-11-03T08:09Z [---] followers, [---] engagements
"#AEP 9m CPO production -4% #AGY needs funding by end-2023 β #KITW FY inline #MRO significantly widened long-term agreement with GE Aerospace #PRU q3 ytd new business profit +37% #SDI 2.4m acq Peak Sensors #TRR Q3 receipts $1.94m +18% qoq excluding concluded Mimbula royalty"
X Link 2023-11-06T07:50Z [---] followers, [---] engagements
"Markets Report : More gains for stocks in Asia after the impressive recovery in equities last week. Softer economic data and more cautious central bank commentary has tilted investors towards thinking that the peak in rates is now behind us"
X Link 2023-11-06T07:51Z [---] followers, [---] engagements
"Markets Report: Chinese CPI showed the world's second largest economy tipped back into deflation in October. Another pointless speech from Jerome Powell which did not provide any further detail on monetary policy"
X Link 2023-11-09T08:05Z [---] followers, [---] engagements
"Markets Report : Quiet start to the week in Asia as attention turns to Tuesday's US inflation reading. While the ASX [---] declined the Nikkei was flat though the Taiwanese market made a 1% gain"
X Link 2023-11-13T07:58Z [---] followers, [---] engagements
"@andrewdc208 #CPI to administer the Civil Service Pension Scheme 239m over [--] years #MERC sells nDreams stake for 30.2m 2.7x return 18.4% IRR4.4m above book value #QQ. 5-year $170m contract with US for TARS"
X Link 2023-11-20T08:02Z [---] followers, [---] engagements
"Markets Report: Dow at highest level since mid-summer Asian indices mostly higher overnight. Nvidia's earnings tonight"
X Link 2023-11-21T07:50Z [---] followers, [---] engagements
"Markets Report: Fed minutes showed central bank's policy committee are more cautious on future rate hikes but no indication of looming rate cuts Asian markets generally lower Nikkei +ve US unemployment claims durable goods orders and weekly oil inventory figures out today"
X Link 2023-11-22T08:06Z [---] followers, [---] engagements
"@andrewdc208 #CTPE NAV 696.30p 3.3% qtr return #HARL ISSCL rejects preliminary approach of cash offer #JTC small acq Blackheath Capital Management #LGEN 4.8b full buy-in for Boots Pension Scheme"
X Link 2023-11-24T07:48Z [---] followers, [---] engagements
"@Whole_wit I dunno I found it emotionless"
X Link 2023-11-27T12:39Z [---] followers, [--] engagements
"#ALL +ve drilling #ALT HY rev +53.5% adj op pr +38.8 FY inline #AUGM HY NAV +0.8% 160.2p #BRCK HY prf flat H2 volume hit #ENQ FY inline #ENSI HY "resilient" FY inline #GOOD ahead #JNEO TU ahead #MERC HY NAV 45.3p #RNWH FY adj op pr 63.6m +8.2% #SCLP +ve SCOPE progress"
X Link 2023-11-28T07:52Z [---] followers, [---] engagements
"@andrewdc208 #BMS sees FY inline order book $67.2m +19.6% #CORD HY NAV 112.7p (03/23 113.4p) #CRU HY inline #IPX FY AUM +4.8% 37.4b #NTBR HY op pr 1.8m +20.9% #RECI HY NAV [----] #SNX 1.0m contract #SPT $15m agreement with global bank #TRT 4m rev +13% below mgmt expectation but FY inline"
X Link 2023-11-29T07:51Z [---] followers, [---] engagements
"@andrewdc208 #CTO order book 1.1bn +99% FY op pr 9-10m. inline #HEIQ $2.75m ICP litigation settlement #IOF IO#9 now at expected rate H2 production bottom end 325-350 MT due to ramp up delay #LXI FY NTA 114.1p -5.8% #SAAS 8.5m acq Enterprise Software Systems #SRB Q3 production 8738oz"
X Link 2023-11-30T07:53Z [---] followers, [---] engagements
"Markets Report : Stronger open expected for US and European markets on busy day for inflation data"
X Link 2023-11-30T07:55Z [---] followers, [--] engagements
"@IanShadrack @Hawkeye_74 Lots of companies seem to make a mess out of geographical expansion just look at #HOTC and #BOO Lol re #HRN it may be an iconic brand but the company is hardly a financial darling π"
X Link 2023-11-30T11:05Z [---] followers, [--] engagements
"#3IN completes Attero stake sale. 30m Future Biogas investment #AZN discontinues STABILIZE-CKD DIALIZE Phase III trials #JHD AGM: FY inline #LABS sells Lumen House 9% profit #SCLP 11p placing oversubscribed #SND Siemens sells 11.22% stake in 6p placing #VANL HY revenue -16% β"
X Link 2023-12-01T07:45Z [---] followers, [---] engagements
"@andrewdc208 #COM new restaurant at Southbank Centre #FUTR FY adj eps 140.9p -14% sees return to organic growth 2H24 #STX Q3 vs Q2 Total Prescriptions [-----] +76% revenue $4.1m"
X Link 2023-12-07T07:48Z [---] followers, [---] engagements
"#AZN $0.8bn acq Icosavax #BEG 3.25m acq SDL Auctions #BELL Singapore X-PLOR approval #CHG FY Underlying EBITDA 88.5m +14% inline #FRP HY Adj PTP 13.8m +35% expects FY ahead #JLP $30m Investment #KIST 2wk repairs #MSI HY eps [----] +106% #SMRT Skedda offer 82p #SUS warns growth"
X Link 2023-12-12T07:48Z [---] followers, [---] engagements
"@andrewdc208 #AAL De Beers Cycle [--] $130m (2022 $417m) β #BELL marginally below X-PLOR Chinese approval π #CORD CRA 35.1m acqs Cloud4com & DC Luice #DCTA acq "groundbreaking technology"π #EYE 5yr contract #IQG top [--] telco contract expansion #SEE $30m program #SHG 13.5p rec offerπ€π"
X Link 2023-12-20T07:50Z [---] followers, [---] engagements
"Markets Report US Markets fall sharply Asian markets down (Nikkei [---] -1.5%) while US yields ticked higher. Markets wary of Red Sea US-led force protecting vessels from drone & missile attacks. Today sees US initial jobless claim figures with PCE price data tomorrow"
X Link 2023-12-21T07:53Z [---] followers, [---] engagements
"#AZN Wainua FDA approval #CBX FY rev +132% 672k. loss 3.3m #EJF Manager will now absorb 10% of costs vs 60% previously #ENQ sells 15% Bressay stake & Producer FPSO #ENSI mandate for telco ASIC $35+m #IPO 4p NAV gain after portfolio funding round #ORIT Proposed Combo #AERI"
X Link 2023-12-22T07:48Z [---] followers, [---] engagements
"#ANIC FY NAV 16.94p #AZN $1.0bn acq Gracell cell therapies co #HGT partial sale of IRIS Software for 42.1m"
X Link 2023-12-27T07:56Z [---] followers, [---] engagements
"#CHLL HY revenue 83k LOSS 1.6m βπ©β #TGR HY revenue 3.2m +170% π pre-excep EBITDA -869k vs -633k β funding discussion at an advanced stage π€"
X Link 2023-12-28T08:05Z [---] followers, [---] engagements
"Markets Report European indices track US & Asia lower on dialed back rate cut expectations which hit the tech sector hardest ahead of today's FOMC minutes US ISM PMI JOLTS job openings. Yields up as the dollar holds its advance on risk-off sentiment and Middle East tensions"
X Link 2024-01-03T07:53Z [---] followers, [---] engagements
"Markets Report: Stocks revive as inflation expectations and oil prices fall"
X Link 2024-01-09T07:52Z [---] followers, [---] engagements
"@growth_invest1 @1James1n1 You're right QSCI all asset managers saw a boost in AUM due to Santa Rally (#IPX #POLR #PMI all recently reported this) So I don't see #ASHM doing any better outflows of 1.6b nothing to shout about"
X Link 2024-01-15T08:23Z [---] followers, [---] engagements
"@vsihv That's a lot of outflows for #LIO in [--] months π"
X Link 2024-01-17T09:11Z [---] followers, [---] engagements
"@growth_invest1 #BRK FUM update looks rather less leaky than most π€"
X Link 2024-01-17T09:21Z [---] followers, [--] engagements
"@FinanceTiger Lesson to the world: backwards thinking Americans are happy to reelect a misogynist racist president π€¦π»β"
X Link 2024-01-24T08:35Z [---] followers, [--] engagements
"@andrewdc208 @CaffersXL Based on lacklustre last results I'd play the waiting game. Plenty better UK tech stocks out there"
X Link 2024-01-24T15:55Z [---] followers, [--] engagements
"@andrewdc208 #BXMP HY PAT +13.2% in BDT but -3% in #COG H2 adj op pr 0.9m #DXRX FY revenue +22%. EBITDA #HWG slightly ahead #HVO FY rev 56.0m +15.5% & sees FY24 62m EBITDA margin c22% #IHR FY24 div target +2.7% 6.95p #SNX NG. contracts 4.0m #SAAS FY slightly ahead #SPA 9.0m contract"
X Link 2024-01-30T07:49Z [---] followers, [---] engagements
"@CompoundIncome Last qtr from #AAF FX helped to practically wipe out all their $ denominated profit - Q3 operating profit $1293m after tax profit $2m with $330m exceptional loss from the devaluation of the Nigerian naira π¬"
X Link 2024-02-07T08:09Z [---] followers, [--] engagements
"Markets Report Asian markets struggle as expectations for FED rate cuts in [----] pared back after strong US jobs report & higher than expected inflation data"
X Link 2024-02-14T07:47Z [---] followers, [--] engagements
"@entrustTMF #XPP -33% as at 8.10am What planet are RBC on"
X Link 2024-02-16T08:11Z [---] followers, [--] engagements
"@andrewdc208 #AZN US FDA approve Tagrisso + chemo Datopotamab deruxtecan submitted +ve Tagrisso LAURA Phase III #BGEO proposed $303.6m acq of Armenian bank Ameriaban #TRR extension to Sonora royalty acquisition #TRT warns modest reduction in short term profit expectations due to investment"
X Link 2024-02-19T07:44Z [---] followers, [---] engagements
"@entrustTMF Not surprised 33% NAV discount is ludicrous when #BSIF looks financially solid with [--] * dividend cover"
X Link 2024-02-28T08:05Z [---] followers, [---] engagements
"@andrewdc208 #AZN datopotamab deruxtecan EU #DUKE increased stake in United Glass Group #HGT invests in Induver & Clover #HICL inline TU #HLMA 73m acq Rovers Medical Devices #RDT sees FY EBITDA loss 2.6m-2.8m β #SED to appoint administrators #TTG sells [--] business units to Cicor for 20.8m"
X Link 2024-03-04T07:49Z [---] followers, [---] engagements
"@andrewdc208 Can be difficult when the likes of @CapitalPmh repeatedly pumped #SED with the "highly esteemed" Amati investment manager in the 6-monthly Vox interview I didn't get sucked into the rubbish"
X Link 2024-03-04T08:30Z [---] followers, [---] engagements
"@andrewdc208 #AAL Cycle [--] diamond sales $430m #ANIC UMAMI acquires portfolio co Shiok Meats #AQX wins Central Bank of Colombia contract #HOC FY pre-excep ptp $9.5m +41% #IPO FY NAV 114.8p -13% #MXCT FY revenue $41.3m -7% #SUPR HY NAV 88p -5%"
X Link 2024-03-13T07:38Z [---] followers, [---] engagements
"@andrewdc208 #ANIC Meatly progress. #AV. completes exit of Singlife #BYIT sees FY Adj Op Pr +12%. #GROW to exit Perkbox #HLN Pfizer selling 25% #OCI acq Horizons Optical #POS FY23 op pr 2.2m (FY22: 2m loss) #SEE HY loss $19.8m cash burn $13.9m β #TGR 97% purity jumbo flake order(s)"
X Link 2024-03-18T07:47Z [---] followers, [---] engagements
"@andrewdc208 #ALL drilling results #AZN $2bn Fusion acq #BOKU adj EBITDA $25.8m +27% CEO "beyond excited" #CLBS sees FY adj EBITDA 5.5m inline #EYE HY adj EBITDA +25% #MPE FY op pr $75.3m -26% #PGH FY23 Adj EBITDA +35% 8.1m 24Q1 +ve contract #SEIT TU inline #TIG $41.8m Shinez acq +#LIT"
X Link 2024-03-19T07:43Z [---] followers, [---] engagements
"@IanShadrack @fwyburd @MarkKleinmanSky To be completely fair Paul has been really quite negative on #RBG for quite some time since not too long after they announced the acquisition of Peach Pubs I don't hold @sco15375772"
X Link 2024-03-26T09:39Z [---] followers, [--] engagements
"#ANIC Invests additional $10m in Liberation Lab #AZN +ve Imfinzi Phase [--] #BKS STT partnership #GSEO FY NAV 116.46p +8% div cover [---] #TEK Guident/Auve Tech collaboration"
X Link 2024-04-05T06:33Z [---] followers, [---] engagements
"@andrewdc208 #AZN Enhertu US approval as first tumour-agnostic HER2 therapy #BVC 2yr extended Cemex Edgility contract #CLDN FY NAV 5369p +7.4% #DORE long-term PPA for Icelandic hydropower plant #JARA Mar NAV 94.34p vs Feb 93.92p #SRB Palito drilling #SRE completes on over 100m of acqs"
X Link 2024-04-08T06:38Z [---] followers, [---] engagements
"@smarkus It looks great short term but with FY revenue only +0.9% surely #RNO will eventually run out of room to increase margins any more π€"
X Link 2024-04-15T06:45Z [---] followers, [---] engagements
"@andrewdc208 #EMG qtr net outflows 1.6bn #SDX sells West Gharib asset #VCAP FY23 ptp 2.1m (FY22 2.8m) after 700k bad debt provision loan book 47.9m (FY22: 53.2m) #VLG exclusive US licence / distribution deal for Gelclair with $JAGX #ZTF partnership with DBL"
X Link 2024-04-19T06:44Z [---] followers, [---] engagements
"@1James1n1 Shame #SNX don't provide ANY numbers π"
X Link 2024-04-24T07:55Z [---] followers, [---] engagements
"@andrewdc208 #ALL +ve Dog-Leg drill #ANIC Meatly milestone #APAX sells Healthium MedTech #MWE $3m orders #SEIT sells UU Solar #SOLI $5.1m contract #TLY FY rev 106m -22% EBITDA 2.3m #TRR Q1 receipts $2.98m -6% imminent first gold from Greenstone #ZTF Suzhou Shincell agreement +#SEE#MACF"
X Link 2024-05-07T06:37Z [---] followers, [---] engagements
"@andrewdc208 #BRCK MD sells [------] shares 50% of holding #DKL April CPO production 4502t -27.1% Sales 5815t +45.8% #ORIT AERI terminates merger talks #SFOR Q1 revenue -11.7% #TGR FY sales +70% 4.9m profit 515k -62% cash running low #TTG 4m revenue -2% H2 weighting sees FY inline"
X Link 2024-05-10T06:37Z [---] followers, [---] engagements
"@andrewdc208 #CER $11.1m/5yr Southern Africa contract HY adj ptp +14% #DPLM HY adj ptp +14% #FRP 8.4m acq Hilton-Baird #GRID Energisation of 50MW/50MWh Penwortham project #KIST FY production [---] kboe/d -19% EBITDA 122m -76% #RECI April NAV 145.9p #ZOO FY24 AT LEAST inline"
X Link 2024-05-13T06:44Z [---] followers, [---] engagements
"@andrewdc208 #AAZ FY op loss $24.8m #AZN SUPERNOVA Phase III #FUTR HY op pr -24% #GRI HY NTA 294p #RCN FY24 Adj EBITDA [----] +15.9% lost [--] large customers in data centre migration #RST TU solid revenue growth inline #VTY to deliver 18k+ completions +10% ahead expectations +#SGE/#WATR detail"
X Link 2024-05-16T06:50Z [---] followers, [---] engagements
"@entrustTMF "solid revenue growth" from #RST still sounds very low growth"
X Link 2024-05-16T08:06Z [---] followers, [--] engagements
"@andrewdc208 #AVAP sells two new ATR 72-600 aircraft #FPO inline #FRP FY revenue 128m +23% adj EBITDA 37m +37% +ve momentum #LAND NTA FY24 859p (FY23 936p) #ORCH cancels current year dividends #PIP 750k contract #XLM FY23 EBITDA $12.1m -36% sees FY24 EBITDA $5m after sale of NA ops"
X Link 2024-05-17T06:45Z [---] followers, [---] engagements
"@andrewdc208 #FIPP Alusid launches first range of 95+% recycled floor tiles through Parkside Architectural / Topps Tiles #KINO sees FY Adj ptp +25% 6.1m AHEAD expectations #PBEE final binding agreement signed with US party for expansion #PIN April NAV 489.7p +0.3% #SCE 9.5m raised"
X Link 2024-05-24T06:47Z [---] followers, [---] engagements
"I've just launched my own little 'enterprise' - outdoor murder mystery trails in Ireland / NI PLEASE like & retweet the attached tweet to help me get off the ground These trails LOADS of fun I've had different people testing who've described them as "brilliant/fun/fantastic" Fun and fresh Discover fascinating & beautiful places in Ireland & Northern Ireland while solving a murder mystery π΅ Order online now @ https://t.co/SQSh9GiKba launch discounts π Over [--] trails available already both walking & driving whodunits available. More coming soon https://t.co/LRkajWNS5d Fun and fresh Discover"
X Link 2024-05-24T08:44Z [---] followers, [----] engagements
"@andrewdc208 #AZN Datopotamab deruxtecan +ve Phase III #GEN 4m revenue -8.6% "inline" #ICP FY24 ptp 530.8m(FY23 251.0m) #ING FY Adj EBITDA 2.2m -4% #OCI invests 41m in ProductLife Group #VIC FY BROADLY inline due to Vic Plum integration #ZOO launches Milan dubbing studios +#BIG detail"
X Link 2024-05-28T06:38Z [---] followers, [---] engagements
"@andrewdc208 #AEP Q1 CPO production -7% #CNC launches Magni #ENQ ytd avg prod [-----] Boepd #LTG TU no [----] organic growth π #NCYT FY23 Loss 28.3m #PMI HY24 outflows 46m (HY23 32m) #RWI sells UK business #SCLP expands ModiFY trial #SRB 1Q24 EBITDA $4.7m +103% #TRYB mixed shipment news"
X Link 2024-05-30T06:40Z [---] followers, [---] engagements
"@markds28 @smarkus @1James1n1 @rhomboid1MF . and despite this share price performance including the odd spike yesterday as ever #ELCO trading remains "solid" π΄"
X Link 2024-06-04T07:07Z [---] followers, [--] engagements
"#CAM FY adj loss 10-12m #CNC $518k contracts #HSP marg ahead #ITM FY Adj EBITDA loss 39.0-44.0m 'ahead' #JSE Akatara on schedule #MTO FY eps +29% #PCA FY NTA 262p -11.5% #SPEC HY24 below HY23 #SREI FY NAV -4.4% 58.8p #SUS Q1 ptp -34% #VANL dispute settled #ZPHR 36-2R completed"
X Link 2024-06-06T06:42Z [---] followers, [---] engagements
"#BELL May sales $450k placing #CGS lower demand short-term 80% capacity #CKT contract #GOOD further 1.7m Zapmap investment #KETL raises 8.7m @ 80p #ORIT Breach Solar Farm starts export. #RWS HY PBT 17.3m -40% #SAFE HY EBITDA -3.7% NAV 935p+10% #SCLP Glymab Agreement"
X Link 2024-06-12T06:53Z [---] followers, [---] engagements
"@andrewdc208 #AZN CAPItello-290 Phase III trial failed to achieve endpoint #IGP FY PTP 5.6m +833% #RESI HY NTA 77.2p #SAAS 1.35m French transport contract win #SNX $10m contract win for major Asian gaming resort #STEM HY net fees -7% #TAM FY Adj eps +11.2% AUM +30% 16.551bn"
X Link 2024-06-18T06:43Z [---] followers, [---] engagements
"@andrewdc208 #AEP 5m CPO prod 154kmt -9% #CLI Citadel Place dev plans #CORD Chairman buy 800k shares 78.7p #JLP 2*Copper res acq #SUP 15m acq Clearly Drinks #TBLD sales slightly ahead FY inline #TENT FY NAV -12.8% 86.66p sells CHP Portfolio #THG Frasers Partnership #WHR 57.5m disposals"
X Link 2024-06-24T06:48Z [---] followers, [---] engagements
"#IGP Carahsoft partnership #LIO FY24 after tax LOSS -3.5m #LTG $50m sale of VectorVMS #MRK FY op pr 488k -92% #MSI prf 11.5m +179% #PHNX poss sale SunLife #SEE license renewal #SEQI FY NAV 93.77p #TIDE offer talks end #VLX und eps +11% #W7L HY sales +25% +#DCTA#IHC#TRYB"
X Link 2024-06-26T06:50Z [---] followers, [----] engagements
"#APAX sells idealista stake #AZN Lynparza/Imfinzi DUO-E Phase III +ve #ECOR 0.85% Royalty in Phalaborwa Rare Earths #HARL suspended on FY delay #HGT 18.4m F24 sale #NAR acq #PRV HY PBT -6% [----] #SAR +ve Phase 1a SDC-1801 #SRC 10yr alliance with Duo for limestone aggregates"
X Link 2024-07-01T06:42Z [---] followers, [---] engagements
"#AEWU FY24 NAV 102.73p #CKT 250k contract #CML FY PTP -20% #CPI contract #CRW Microsoft Alliance #DSW FY adj ptp -74% #EDV 1st gold pour Lafigu #IHR 8.8m sale [--] non-core care homes #KITW HY op pr -9% FY inline #MERC FY24 NAV 43.4p #SHOE warns #SUP FY eps 20.9p +77% +#HVO#SPA"
X Link 2024-07-02T06:44Z [---] followers, [---] engagements
"#GLEN receives regulatory approval for Elk Valley acquisition #GPH possible offer at higher of $3.00/$ equivalent of [----] #JARA June NAV 92.63p #SIS 17p placing raises approximately 8.0m #SPA sees FY inline"
X Link 2024-07-05T06:34Z [---] followers, [---] engagements
"@andrewdc208 #FXPO Q2 pellets 1.5m -18% vs Q1 margins π½ #HGT sells TeamSystem #ITM 500MW capacity signed #KGH FY Und EPS +8% outlook +ve #OCDO & AEON 3rd Customer Fulfilment Centre #SEE Collaboration with Valeo #SOLI current trading BROADLY inline order book flattish Q1 Ind demand slow"
X Link 2024-07-08T06:43Z [---] followers, [---] engagements
"@andrewdc208 #AGFX HY revenue -4% #BEG adj PBT +6% #CLBS FY PBT 5.6m +133% #FIN sees FY inline #SNX HY revenue +20% PTP +181% sees FY comfortably inline"
X Link 2024-07-09T06:39Z [---] followers, [---] engagements
"#AAZ Q2 prod -78% yoy #AJB Q3 cust +5% qoq #ALU FY UPBT 12.6+m +12.5% ahead #BOKU/#FRAN/#KIE/#MIDW/#NET/#QQ./#SSE inline #CAPD Q2 rev +16.6% #CRW FY adj EBITDA top end #DNLM FY PBT slightly ahead #DPLM 9m rev+13% #PBEE US Launch #PRSR Q4 rent growth +11.7% +#CPP/#III/#ORIT"
X Link 2024-07-18T06:52Z [---] followers, [---] engagements
"Market Report Asian markets broadly lower as trade tensions between US & China plus a disappointing outcome from the Third Party Plenum added to negativity on Wall Street. Netflix earnings beat estimates. UK retail sales fell 1.2% in June much worse than the expected 0.6%"
X Link 2024-07-19T06:46Z [---] followers, [---] engagements
"48 Whodunit Hunt murder mystery trails now available in Northern Ireland / Ireland π΅βπ Another Friday another Whodunit Hunt launch our 48th π΅β Our Sperrins Trail takes you to neolithic sites including Beaghmore with its seven stone circles historic churches forests and lakes an ancient and significant fort and more Order @ https://t.co/SQSh9GiclC https://t.co/gOf0n23u3a Another Friday another Whodunit Hunt launch our 48th π΅β Our Sperrins Trail takes you to neolithic sites including Beaghmore with its seven stone circles historic churches forests and lakes an ancient and significant fort"
X Link 2024-07-19T07:26Z [---] followers, [--] engagements
"@andrewdc208 #ALT FY adj op pr 2.4m +31% #CPG Q3 rev +10.3% #EYE FY adj EBITDA +28% confident #GFRD NHS contract #IQE HY rev +25% #MTO Q1 rev +10.5% on track #SAG HY eps +7% mixed performance CMS2 +ve #TLY 1.5m contract extensions #TMI FY NAV -9% #WHR Q1 [--] transactions rent +15.1%"
X Link 2024-07-23T06:50Z [---] followers, [---] engagements
"@andrewdc208 #AEO sees FY ptp 400+k vs FY23 1m #APH HY revenue +2.8% #AZN +ve AMPLIFY Phase III #CNC new TR MDx/6sd-RCR PIC #CWK Q1 revenue +6.7% #HGT NAV 524p #JNEO 2.1m bus safety systems & software order included in current year expectations #JSE FY guidance lowered"
X Link 2024-07-29T06:37Z [---] followers, [---] engagements
"#CRE HY inc +24.8% #DATA HY ptp +13% FY inline #GSK FY guidance #HGEN Q2 NAV 103.60p #IPF FY ahead #JHD#RCDO inline #RCH HY eps +16% #RIO HY eps flat #RST HY revenue flat #SREI NAV +0.5% 59.1p #SYS FY adj EBITDA 36% #TW. HY op pr -22.6% #ZEG Telefonica FibreCo JV +#SLP"
X Link 2024-07-31T06:47Z [---] followers, [---] engagements
"@andrewdc208 #BBOX HY NAV 179.33p +1.2% #CCH HY eps -1.7% #CLI HY income +5.9% NAV 210.6p -9.9% #GDWN FY ptp +27% #GLEN adj EBIT -55% #FOUR HY pbt +11% #LGEN HY op pr flat #MAI HY EBITDA +28.2% 4.8m #NET acq Govtech 9.6m +earnout #TCAP HY eps +8% #TPFG lfl rev +3% #WPP $1.7bn sale FGS stake"
X Link 2024-08-07T06:45Z [---] followers, [---] engagements
"@andrewdc208 #ANIC June NAV [-----] -3.3% qoq #CNC $1.52m contract expansion #GEN [--] acqs 5.2m #FSFL Q2 NAV 114.9p +0.2p qoq #GSEO June NAV 110.8p -4.7% qoq #HILS $13.5m acq Trident Industries #IHR HY NTA +2.6% 117.98p 8.8m disposals #MER HY ptp +44% FY ahead #TIFS HY adj EBIT +2.7%"
X Link 2024-08-08T06:45Z [---] followers, [---] engagements
"@smarkus The near flat #HILS revenue growth is a bit of a negative change from previous years π€"
X Link 2024-08-08T07:48Z [---] followers, [--] engagements
"@smarkus While margin increases are positive I don't like it at the expense of revenue growth because eventually a company will run out of possibilities to increase margins any further and then growth stalls"
X Link 2024-08-08T08:51Z [---] followers, [--] engagements
"@andrewdc208 #AZN Imfinzi approved in US for treatment of resectable non-small cell lung cancer #BIOM emergency 5p fundraise #DEC Completes Crescent Pass acq #FLK FY eps +22% cautiously optimistic #GSK Florida State Court rules in favour of GSK"
X Link 2024-08-16T06:40Z [---] followers, [---] engagements
"#ANG HY revenue +5.6% FY inline #COST HY revenue -3.8% adj eps +27.3% #GROW Revolut share sale implies 95m uplift to holding #MCG HY ptp flat #MWE HY revenue flat eps +8% #PEB sees FY inline #RDT 2m/3yr new contract/customer #WJG sees FY adj op pr 10m-12m below expectations"
X Link 2024-08-21T06:42Z [---] followers, [---] engagements
"#ADF raises 10m @ 50p #AEP HY Revenue -4% profit +9% #ASLI June NAV -4.2% 87.9c/74.4p #CNS strategic partnerships with NovaRed Vista Group GreyMatter in Latin America #MYX 51.5p placing #PIN July NAV 486.0p -1.1%"
X Link 2024-08-23T06:41Z [---] followers, [---] engagements
"#BELL July rev $708k sees FY24 rev $8-10m #BHP FY Underlying profit +2% #BNZL HY rev -3.3% adj ptp +3.3% #FLO 350k acq Thorite + 1.7m debtor finance repaid #HE1 acq 50% stake in Blue Star Galactica-Pegasus project raise 6.43m @ 1.09p #STX ACCRUFeR approved Health Canada"
X Link 2024-08-27T06:43Z [---] followers, [---] engagements
"@andrewdc208 #APAX 29m acq Veriforce #BBGI HY NAV 147.4p #CABP Visa collaboration #DRX Ofgem closes biomass investigation #FEN EBITDA currently 8% below exp #HTG $60m contracts #JDG Geotek coring contract #PPHE revenue from new hotels delayed #SRB HY prf+84% #TLY 4m contracts"
X Link 2024-08-29T06:52Z [---] followers, [---] engagements
"#AVAP sells [--] ATR 72-600 planes #BBB HY revenue -8% LBT -1.2m #FTC $8.4m SpaceX contract #HOME sells [---] properties for 18.5m #MUT reduced management fee"
X Link 2024-08-30T06:39Z [---] followers, [---] engagements
"@rhomboid1MF The overwhelming issue for me with #ARC is that their turnover is less than 3m and yet they have net cash of 7.16m - it seems an incredibly wasted opportunity to leave all that cash on the balance sheet and not do anything with it after all this time π€¦β"
X Link 2024-09-02T07:06Z [---] followers, [---] engagements
"@andrewdc208 #ALU FY UPTP +16.1% #CRW FY Adj EBITDA +6% #ENSI ASIC order #FPO 8p open offer #GETB hints profit warning #JSG HY PTP +31% #MANO FY24 EBIT 2.5m FY25 +ve #MBH HY PTP -32.8% H2 similar to H1 due to challenging markets #MIDW HY PTP -34.9% FY inline #UPR HY eps +1.8% +#ANIC"
X Link 2024-09-03T06:53Z [---] followers, [---] engagements
"#BDEV FY ptp -75.8% #CABP HY PAT -62% #CLI lease #CRPR TU inline below FY24 #ECOR HY income +15% #GMS HY op pr +4% rev +9% #HFG HY rev -8.4% op pr +12.2% #MNG HY adj op pr -4% #POLN HY AUM 4.5b op pr +24% 24.1m #POLX raised guidance #STX HY rev $12.1m +320% +#ANIC#APAX#PINE"
X Link 2024-09-04T06:51Z [---] followers, [---] engagements
"#BKG TU stable/inline #DGI9 NAV 45p π¬ #FTC relocating Sedgefield site to state of the art facility nearby to double operational footprint #G4M inline #GSK +ve phase III Nucala in COPD #IES sees HY revenue 1.6m loss 11.2m 'inline'"
X Link 2024-09-06T06:38Z [---] followers, [---] engagements
"@andrewdc208 #BKG TU STABLE/INLINE #DGI9 NAV 45p π¬ #FTC relocating Sedgefield site nearby to double operational footprint #GSK +ve phase III Nucala in COPD #IES sees HY revenue 1.6m loss 11.2m inline"
X Link 2024-09-06T06:42Z [---] followers, [---] engagements
"@andrewdc208 #BDEV MADE Partnership JV #CCC HY adj op pr -31.6% #GRID HY NAV 109.16p -19.91p since December [--] #PEBB HY ptp -6% #RUA acq Analytic Biosurgical Solutions SAS #SNX $3.2m contract"
X Link 2024-09-09T06:40Z [---] followers, [---] engagements
"#FLTR $350m acq 56% stake in leading Brazilian operator NSX Group #GSK Blenrep combo receives Breakthrough Therapy Designation in China #IOF IO#10 plant commissioned production ramp up in coming weeks #SOHO HY NAV 112.38p #VOD CMA raises competition concerns with Three UK merger"
X Link 2024-09-13T06:37Z [---] followers, [---] engagements
"@andrewdc208 #HGT HY NAV +6.4% 527.9p #JTC $80m acq Citi Trust #MPE HY op pr +78% #MTEC contract #NET 8.7m acq Parble #ORIT HY NAV 105.15p #PHNX HY adj op pr +15% #PTEC strategic agreement #SALT Multiple Placements #SEQI Aug NAV 94.46p #TRYB RC Drill Rig delivered +#GFRD"
X Link 2024-09-16T06:47Z [---] followers, [---] engagements
"@andrewdc208 #ELIX HY #SAL HY #TRT FY etc"
X Link 2024-09-23T06:49Z [---] followers, [---] engagements
"@andrewdc208 #DCTA HY LBT 2.48m β #DKL HY EBITDA +12.1% Cashew ops inefficiencies #OPG FY EBITDA flat (pre-exceptionals +57%) #OTB FY inline #TEK HY NAV $0.35 #TIME HY PBT +41% Q1 PBT +46%"
X Link 2024-09-25T06:42Z [---] followers, [---] engagements
"@andrewdc208 #ANP/#LUCE acqs #BSIF FY NAV 129.75p #CNC/#IGP/#WEIR contracts #DUKE Q1 revenue 6.3m #FEN HY adj EBITDA +3% #MTEC FY adj PBT 1.4m +27% #RBGP HY LBT 4.4m #VLG HY adj EBITDA -18.4% on increased marketing expenditure"
X Link 2024-09-30T06:52Z [---] followers, [---] engagements
"@andrewdc208 #CREO raises 12m @ 24p #GRG 9M lfl +6.5% #IOM HY below expectations adj ptp -40% 57m acq Atech #MPAC 400p placing to raise 29m to partly fund CSi Palletising acq #SAL Network Rail Contract deal done #TAVI disposal of businesses for up to 37.75m #TRYB Drill Rig system issues"
X Link 2024-10-01T06:44Z [---] followers, [---] engagements
"@andrewdc208 #AIRE FY NAV 80.90p -3.9% #IHC FY warning #JD. HY pre-ex PBT +2.0% #PINE HY underlying PBT -13% #SNWS FY AT LEAST inline revenue +1.1% #SOLI 1.4m acq Gateway #TPT Q4 lfl sales -8.2% #TRT distribution partnership with AssetFindr"
X Link 2024-10-02T06:50Z [---] followers, [---] engagements
"#GFRD FY PBT +39.7% confident #JLP FY EBITDA -7.1% #JNEO 0.9m Denmark Contract #NG. inline #RESI proposed managed wind-down #RKW HY return +22.7% #ROOF to sell entire portfolio for 218.7m = 80p NAV #TEP inline HY customers +13% #TFW FY eps +10.9% #TSCO HY adj op pr +15.6%"
X Link 2024-10-03T06:43Z [---] followers, [---] engagements
"@andrewdc208 #GFRD FY PBT +39.7% confident #JLP FY EBITDA -7.1% #JNEO 0.9m Denmark Contract #NG. inline #RESI proposed managed wind-down #RKW HY return +22.7% #ROOF to sell entire portfolio for 218.7m = 80p NAV #TEP inline HY customers +13% #TFW FY eps +10.9% #TSCO HY adj op pr +15.6%"
X Link 2024-10-03T06:45Z [---] followers, [---] engagements
"#3IN Valorem stake sale #BKS Underlying FY PBT +68% #CAV HY revenue +41% profitable #CNS Q3 orders: $6m new $3m renewed #FDP inline selling First Derivatives 230m Acqs: #MTO #OCI #RNWH #RIO #SOLI 3.8m contracts #SRE inline +#ECK#FUM#FXPO#HVO #SOS"
X Link 2024-10-07T06:51Z [---] followers, [----] engagements
"@entrustTMF #PRSR dividend yield not that high though for sector π€"
X Link 2024-10-08T06:50Z [---] followers, [--] engagements
"#ARB Dismissal of Lawsuit #BP. sees Q3 production flat debt higher #DKL Q3 production -7.5% #OMG 5.5m acq Sempre #PMI Q4 133m net outflows AuM 10.7bn +9% #QQ. wins TacSys Resource Partner contract #SAR raises 2.364m @ 20p #THG raises 95.4m @ 49p"
X Link 2024-10-11T06:48Z [---] followers, [---] engagements
"@andrewdc208 #ARB Dismissal of Lawsuit #BP. sees Q3 production flat debt higher #DKL Q3 production -7.5% #OMG 5.5m acq Sempre #PMI Q4 133m net outflows #QQ. wins TacSys Resource Partner contract #SAR raises 2.364m @ 20p"
X Link 2024-10-11T06:50Z [---] followers, [---] engagements
"@HTVIOLA @conkers3 @AICPRESS I hold a variety of REITs and renewables also JGGI AIE AA4 (15% yield) HGT OCI etc"
X Link 2024-10-11T13:02Z [---] followers, [--] engagements
"@entrustTMF #PHNX share price performance not so compelling π€ I do hold some π"
X Link 2024-10-15T07:02Z [---] followers, [--] engagements
"@SkyNews How pathetic that you class this as "news" never mind breaking news as if there aren't more important things in the world than this. Should be ashamed of yourselves π€¬"
X Link 2024-10-16T15:06Z [---] followers, [--] engagements
"@andrewdc208 #AIE FY NAV 279.3p +35.5% #AJB customers +14% #BHP Q1 +ve production inline #CAM Adj loss 7-9m ahead exp #CAPD Q3 MSALABS revenue -4.5% FMG ends contract early #CHG inline #EMG QTR net flows: Alternative +$0.6b Long -$6.1b #FRP 5.5m acq Globalview Advisors #ROO Q3 GTV +6%"
X Link 2024-10-17T06:50Z [---] followers, [---] engagements
"#AVCT Tempus AI collaboration #AZN Wainzua EU approval #BOWL FY ahead exp UK lfl flat #CER FY comfortably ahead #ELIX $45.0m acq Hypothesis #ENSI 2m ASIC Contract #MIDW lowers FY guidance [--] acqs #RCDO to divest Defense ops #SRB Q3 prod 9489oz Coringa +ve #TSTL FY ptp +39%"
X Link 2024-10-21T06:46Z [---] followers, [----] engagements
"@andrewdc208 #AVCT Tempus AI collaboration #AZN Wainzua EU approval #BOWL UK lfl flat #ELIX $45.0m acq Hypothesis #MIDW [--] small acqs for 12m #RCDO INTENDS to divest Defense business #SAR 1m raised @ 22.5p #SRB Q3 production 9489oz Coringa +ve #TSTL FY ptp +39%"
X Link 2024-10-21T06:51Z [---] followers, [----] engagements
"@raul_costa88 @BOTB_Dreamcars Horrible colour. from the side it looks a bit like a large Honda Civic"
X Link 2024-10-21T07:15Z [---] followers, [--] engagements
"#4GBL [--] new US Strategic Partnerships #BPM HY NAV 690.8p +9.8% #ECOR Q3 income $5.2m #FRES 9m gold production -6.6% #IGE inline #LLOY 9m PAT 3.8b inline #OCI NAV 693p #RKT Q3 lfl -0.5% #SYNC positive Spur data update from FLT201 Phase I/II trial #HOC#WPP FY guidance unchanged"
X Link 2024-10-23T06:38Z [---] followers, [---] engagements
"@andrewdc208 Acqs by #BPM#GHH#VLG#SDI #EQLS improved offer 135p+2p special dividend due diligence completed #GLEN FY guidance maintained Q3 production mostly down #GSK Q3 op pr $189m after Zantac charge #INHC 1.5m contract #TM17 new CFO #TMO FY op loss 6k Vs FY23 17.5m 8m Placing 50p"
X Link 2024-10-30T07:42Z [---] followers, [---] engagements
"@andrewdc208 #CHG 5yr/278m contract wins FY inline #ENSI new 9m debt facility #FDBK FY rev 1.18m +15% EBITDA LOSS 2.73m 5.2m placing @ 20p 55% discount π± #FUM +ve pipeline results #HICL 6m NAV -1.7p 156.5p #ORIT NAV 103.77p -1.38p #SNX 2.2m contracts #VNET TU HY adj op pr +10.1%"
X Link 2024-11-04T07:45Z [---] followers, [---] engagements
"@andrewdc208 #3IN HY NAV 374.7p ahead #AZN Koselugo +ve Phase III #CNC $3.72m contract #CRU resignation #DCC HY adj eps +6.2% #DEC Q3 Net loss $1m #FRES Sabinas operational difficulties #FTC New design centre #OXIG HY eps -9.5% #RECI Oct NAV 146.0p #TPX MHCLG contract #ZOO HY op loss $2.5 +"
X Link 2024-11-12T07:47Z [---] followers, [---] engagements
"@andrewdc208 #BMN suspended π© #GRID Sept NAV 109.09p capacity currently 845MW #JARA Oct NAV 91.11p vs Sept 88.85p #POLR HY ptp +9% #SCLP +ve data from SCIB1 SCOPE trial #SNT FY loss 0.54m #SRE HY NAV 112.49c +1.2% #SUPR 49.7m acq Sainsbury's store #TRT partnership +#CER#HLMA#MRO detail"
X Link 2024-11-18T07:42Z [---] followers, [---] engagements
"@andrewdc208 #BOY Jul-Oct lfl revenue +0.2% #CLX HY LBT (1.3m) Vs (599k) economic uncertainties persist #DPLM FY adj ptp +20% #GSK +ve Linerixibat Phase III #RKW HY NAV Return 22.9% #SRT $9m MDA system contract #VCP [----] sale Graniser ceramic tile manufacturer +details"
X Link 2024-11-19T07:40Z [---] followers, [---] engagements
"#AAL sells steelmaking coal ops to Peabody up to $3.8b #AVAP ATR 72-600 sold #AZN +ve Truqap combo Phase III #DSW HY adj ptp 0.2m flat #KGF Q3 lfl -1.1% FY adj ptp range tightened lower #JNEO 1.7m TfL POs #MWE 9m rev flat op pr -2% #SNX [---] contracts #SYM resin NbR launch"
X Link 2024-11-25T07:38Z [---] followers, [---] engagements
"@andrewdc208 #AAL sells steelmaking coal ops to Peabody up to $3.8b #AVAP ATR 72-600 sold #AZN +ve Truqap combo Phase III #KGF Q3 lfl -1.1% FY adj ptp range TIGHTENED LOWER #JNEO 1.7m TfL purchase orders #MWE 9m rev flat op pr -2% #SNX [---] O&G contracts #SYM launches resin NbR"
X Link 2024-11-25T07:42Z [---] followers, [---] engagements
"@andrewdc208 #APAX acq Evelyn Partners #GSK liquid Menveo EU approved #GTLY sees HY ptp 10.5m +5%. #IOM HY adj ptp -44% #JD. Courir acq completed #MAB adj op pr+41% current lfl +4% #OMIP TCAT Disposal #RM. extends Cambridge contract #TRT 4m rev +48% but net profit +10% on scale up costs +++"
X Link 2024-11-27T07:43Z [---] followers, [---] engagements
"@RidyardMike #CORD debt a bit high. π€"
X Link 2024-11-27T08:08Z [---] followers, [--] engagements
"@andrewdc208 #BEG acq White Maund Insolvency #BVC $2.4m Edgility orders #CMET Stage [--] capex reduced to $20.9m #GAMA move to Main Market mid-2025 #MTC HY adj lbt -1.4m #SRT 15m loss -13.7m equity raise coming #TGP sees FY Adj EBITDA [---] +200% but FY25 flat #TRY HY NAV 378.61p +7.7%"
X Link 2024-12-02T07:35Z [---] followers, [---] engagements
"@andrewdc208 #ANCR 20m 232.5p placing #GFRD 87m contracts in London #GMS 18m small-vessel contract #HGT sells Dext Software 13% uplift #IES launches ENDURIUM battery #SYS1 HY rev +38% prf +180% poss FY revenue beat #VNET HY rev +7% PBT 18k #ZPHR WB Q3 production [----] boepd -15% on Q2 ++"
X Link 2024-12-03T07:45Z [---] followers, [---] engagements
"@andrewdc208 #AGY +ve Ph I/IIa VLP Peanut Trial #BIOM materially below #CNC launch #COST 400+m HS2 contract #CSSG inline #ECOR Voisey's Bay Expansion completed #LIT Judgment found against LCM in Stanwell/CS Energy may appeal #PMI FY outflow 318m #RIO Sumitomo JV #SCLP 2nd Genmab license +"
X Link 2024-12-04T07:37Z [---] followers, [---] engagements
"#AFRN H2 adj EBITDA c$2.0m vs H1 adj EBITDA loss $-2.4m #BILN FY24 ahead exp FY25 inline #BOOM FY rev $73+m adj EBITDA significantly ahead #CHRT HY rev +25% adj op pr +69% ahead +ve outlook #COST NEP contract progresses #FAN 4m rev +1.3% #PCIP +ve #TMIP 4c special dividend"
X Link 2024-12-11T07:38Z [---] followers, [---] engagements
"@andrewdc208 #AFRN sees H2 adj EBITDA c$2.0m vs H1 adj EBITDA loss $-2.4m #CHRT HY revenue +25% adj op pr +69% ahead guidance +ve outlook #COST NEP contract progresses #TMIP 4c special dividend (despite $252.3m debt) +++"
X Link 2024-12-11T07:41Z [---] followers, [---] engagements
"#ART FY inline #BGO Continente agreement #CCT FY24 ptp +27% FY25 flat #DORE sale Gabrielsberget windfarm #IHP FY uptp +12% #KGF 70m sale Brico Dpt Romania #SHOE FY expectation halved #SPSY $9.4m downpayment received #TMI NAV $1.48 #ZTF FY comfortably inline ReZorce paused"
X Link 2024-12-18T07:38Z [---] followers, [---] engagements
"#BOOT acq Stonebridge #BVC Edgility Customer #COST JV contracts #ENRG +ve Aus PV BESS #HGT Citation Group 8% uplift #SPA new customers #SRP sees FY24 u op pr 270m +9% FY25 op pr 260m with flat revenue #TENT Sep NAV 77.24p disposals next quarter #TIME HY ptp +44% #WG. contract"
X Link 2024-12-19T07:45Z [---] followers, [---] engagements
"TRYB turning into an AIM π© stock and another IPO disaster: Funding discussions ongoing no guarantee etc Proposed cancellation from AIM Delay in publication of Annual Report and Accounts shares to be suspended 02/01/2025 π"
X Link 2024-12-19T10:43Z [---] followers, [--] engagements
"#IPO portfolio cos Intelligent Ultrasound Group & Abliva AB receive cash offers #ITM 50MW FEED contract signed #OPG HY pat 2.6m #SNG raising 18-19m @ 2p #SUPR PCA of PDMR buys [------] shares @ 66.948p #SWG 2.3m contract wins"
X Link 2024-12-20T07:41Z [---] followers, [---] engagements
"#AZN Tagrisso approved in EU #BOO London office sold for 49.5m #GOOD Extension of PUSU deadline #HUM Kouroussa & Yanfolila underperformance guidance reduced to 95-100 koz likely insolvency #ITM Contract for [--] NEPTUNE V #SEE 26.2m strategic investment from Mitsubishi Electric"
X Link 2024-12-23T07:45Z [---] followers, [---] engagements
"#SYNC investment co Achilles sells technology assets to AstraZeneca for $12m"
X Link 2024-12-27T07:43Z [---] followers, [---] engagements
"#HUM signs 1yr $35.6m loan agreement #SAR CPF notice of termination of SRA737 licence"
X Link 2024-12-31T07:49Z [---] followers, [---] engagements
"#GSK Nucala approved in China #VLX Murat Ticaret exceeds EBITDA targets of acquisition agreement for first [--] months"
X Link 2025-01-03T07:54Z [---] followers, [---] engagements
"@andrewdc208 #AVON $18m order from Defense Logistics Agency #EXR warns #IDOX 2.8m 5-Year Contract to Provide Election Services in Malta #TIA +ve TU"
X Link 2025-01-06T07:48Z [---] followers, [---] engagements
"#CRDL contract win #CRW HY rev & adj EBITDA +10% #ENT FY inline #EYE warns on FY2526 #FTC FY upgraded again #GSK acq IDRx = $1.15b #HERC FY24 adj ptp +44% 25Q1 +ve #JLP HY 1454t below exp #MACF acq Pitreavie #POLN new CFO #POLR Q3 outflow 360m #SOS inline #THS Q1 prod poor"
X Link 2025-01-13T07:53Z [---] followers, [----] engagements
"@entrustTMF π I wonder how much the analysts got paid for doing that 1p downgrade π"
X Link 2025-01-13T08:21Z [---] followers, [--] engagements
"#BOOM#CURY#GNS ahead #BRK Qtr net outflow 151m #DIS Q3 Rev -59% 233k π #DPLM#FDEV#GTLY#VTY#WINK inline #FIN FY +ve #FUTR +ve WSD4000 #GFRD upper end #GRID Energisation Melksham #JUST FY H2 margin lower #LIO AUM -5.3% #MAB Q1 lfl +3.9% #NXQ FY25 weak #SRB FY24 prod +13.2%"
X Link 2025-01-15T07:55Z [---] followers, [---] engagements
"#AAZ#ABDP#AVG#MPAC#PEBB#SNWS#TW. inline #ANTO Q4 prod 200300t +12% qoq #CNC FY 10% ahead #DSCV acq #NIOX slightly ahead #ROO FY Adj EBITDA top end 110-130m #SRT HY ptp 2.5m #TRST FY adj EBITDA ahead #WISE Q3 volumes +24% #YNGA 15wk lfl +7.9% +#PMI#PTAL#RIO#SEQI"
X Link 2025-01-16T07:53Z [---] followers, [---] engagements
"#AVAP +ve PAL lease #AZN FDA approval Datroway #BGO FY adj EBITDA +137% rev +16% new CFO #CER#CKT#WG. contracts #JDG FY inline #JNEO 1.1m PO #MIDW FY slightly below #MPE FY crop -1% poor H2 weather CPO price +13% #SDG warns #VANL 30m Wood partnership Esso contract +#SUPR"
X Link 2025-01-20T07:47Z [---] followers, [---] engagements
"@andrewdc208 #AA4 partial redemption 64.03p #FNX HY adj EBITDA only +6.8% on TPV -5% FY inline #HBR materially higher [----] production 450-475 kboepd #IOF FY production +13.4% adj EBITDA $7.5m below forecast #KOO FY Adj EBITDA top end #MTO Q3 revenue +15% #TM17 name change to everplay #EVPL"
X Link 2025-01-23T07:50Z [---] followers, [---] engagements
"@andrewdc208 #BXP HY prf 23.8m #CTA FY broadly inline #ECOR Q4 income $6.7m #EKF FY adj EBITDA 11.0+m #LIT sees HY LOSS A$-8m [--] case losses #OCI NAV 695p #PAY Q1 +ve #REAT FY revenueEBITDA +6% #SRT $15m contract #VANL HY ptp -24%"
X Link 2025-01-29T07:56Z [---] followers, [---] engagements
"@andrewdc208 $CLS top end expectations"
X Link 2025-01-30T14:42Z [---] followers, [--] engagements
"@andrewdc208 I bought $CLS in the rout at [-----] added yesterday after Qtr results at [-----] βΊ Wish I'd bought more Lost a small amount on $DECK thankfully sold it a few minutes after the open at [---] if it hadn't been for your tweet I would have been selling it a LOT lower. so thanks π€"
X Link 2025-01-31T23:24Z [---] followers, [---] engagements
"@HTVIOLA #ALU HY looks great and the position of the pension scheme is good as well The only thing that makes me wary of investing is that each division describes the market they are operating in as challenging"
X Link 2025-02-04T08:56Z [---] followers, [--] engagements
"@andrewdc208 #BME guides FY adj EBITDA 605-625m #GSF all assets energised capacity [-----] MW #MEGP FY ptp +9.4% #NG. $1.735b sale Nat. Grid Renewables #SUPR 63.5m sale Tesco Newmarket 36.7m acq [--] Carrefour stores renewals #TSTL HY adj ptp +19%"
X Link 2025-02-24T07:37Z [---] followers, [---] engagements
"@andrewdc208 #IMI FY ptp +8% #SREI Qtr dividend 0.897p +2% #WEIR 657m acq Micromine FY adj ptp +4%"
X Link 2025-02-28T07:38Z [---] followers, [---] engagements
"@andrewdc208 #EDV Q4 Net Earnings $110m +49% qoq #ELM FY adj op pr +24% div +38% #HBR FY LOSS $93m #INF FY24 adj op pr +16.5% strong Q1/25 #LRE FY pat flat #NTBR FY EBIT likely ahead #PAGE FY ptp -58.2% #RIO $1.8b Brockman mine extension #SPI FY25 only mid-single digit revenue growth"
X Link 2025-03-06T07:46Z [---] followers, [---] engagements
"@andrewdc208 #ECEL 29m acq Alunet #HTG $17.5m acq Organic Oil Recovery #JUST FY underlying op pr +34% 504m #LABS Carl Zeiss 5yr lease extension #SHED Internalisation #SRAD FY ptp +7.1% outlook inline"
X Link 2025-03-07T07:39Z [---] followers, [---] engagements
"@CompoundIncome Perhaps focus on the weak #CKN FY25 start on soft conditions and H2 weighting. π€·β"
X Link 2025-03-10T08:08Z [---] followers, [---] engagements
"@Borg74 304p volume support for #TSCO π€ [---] support line"
X Link 2025-03-17T08:54Z [---] followers, [---] engagements
"@andrewdc208 #CAML FY EBITDA flat #COST infrastructure with Urenco #CWK targets op margin ROCE higher #ECEL FY op pr +11% rev -2% #FGEN CNG Fuels transaction #FSJ FY und op pr -0.3% #INVP adj eps -4% to +4% vs FY24 #PTAL Q4 EBITDA top end production slightly ahead #PXEN acq Tarba Energa"
X Link 2025-03-20T07:46Z [---] followers, [---] engagements
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