Member Info for Pedrobull

Days like today are why

Court hearing is Tues 14th.

Can sell up to CoP on 15th, if not sold cash will be credited on or around 29th October

And again Dec25 futures touched $3916

Tracking post Gold Dec25 @ $3913

Healthier share price now, metals bid across the board recently

Touched $3860 on the Dec future today

The best global dividend ETF by 1-year fund return as of 31/08/2025

1 VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF +21.00%

2 Xtrackers STOXX Global Select Dividend 100 Swap UCITS ETF 1D +18.87%

3 Global X SuperDividend UCITS ETF Dist +15.40%

One to track compared to other active funds.

All approved now.

Going concern

The Group’s activities generated a loss of €1,537,000 (June 2024: €1,342,000) and had net current assets of €3,176,000 as at 30 June 2025 (June 2024: net current assets €3,809,000). The Group’s operational existence is still dependent on the ability to raise further funding either through an equity placing on AIM, or through other external sources, to support the on-going working capital requirements.

After making due enquiries, the Directors have formed a judgement that there is a reasonable expectation that the Group can secure further adequate resources to continue in operational existence for the foreseeable future and that adequate arrangements will be in place to enable the settlement of their financial commitments, as and when they fall due.

For this reason, the Directors continue to adopt the going concern basis in preparing the interim accounts. Whilst there are inherent uncertainties in relation to future events, and therefore no certainty over the outcome of the matters described, the Directors consider that, based upon financial projections and dependant on the success of their efforts to complete these activities, the Group will be a going concern for the next twelve months. If it is not possible for the Directors to realise their plans, over which there is significant uncertainty, the carrying value of the assets of the Group is likely to be impaired.

Notwithstanding the above, the Directors note the material uncertainty in relation to the Group being unable to realise its assets and discharge its liabilities in the normal course of business.

Https://www.ltit.co.uk/

Worth reading the Monthly report dated 17th Sept, 5% of his fund is in Diageo

Here is a snippet

Graph of volume growth of Guinness over the last 185 years.

It is a fascinating historical record, of course, as well as illustrating an amazing success. Wouldn’t you love it if your family owned Guinness? The recent acceleration of the brand’s growth, with encouraging performance in the US, suggests Guinness still has a long runway ahead of it. Thank goodness Guinness is part of Diageo’s brand portfolio; its recent strength has helped offset weakness across Diageo’s spirits collection.

That offset was confirmed in Diageo’s full year results, released in August. Its shares bounced in the aftermath, with results being no worse than expected, but, as I write this note, they have since given back the bounce and are again testing the lows for the year.

A client recently told me he saw Diageo as one of the most contentious stocks in Europe. That may be so, but the bears have been winning the argument of late. The problem is no one can be sure what is causing the undoubted weakness in spirits consumption; with the current slowdown in the US particularly contentious. Is it cyclical (squeezed consumers) or secular (an emerging generation of “sober-curious” teetotalers)? It’s most likely a bit of both; but the crucial question is, in what proportion?

Every day $3801 on the Dec future now

Not a bad thing but Market Capitalisation is £257.39m and Total GBP spend: ~£1.075M remaining buyback budget: ~$8.54M USD isn't going to add up to whole hill of beans

Going stratospheric again $428 pre-market today!

This hit 31.80 on Friday 12th Sept and has fallen back ~3.5% today to 30.70 any whats going on?

Whilst Liontrust have a large holding in their UK Growth Fund they have plenty FTSE100 liquidity as well, top 10 holdings;

ASTRAZENECA PLC 9.56

SHELL PLC 8.39

UNILEVER PLC 6.19

BP 4.82

GSK PLC 4.54

REED ELSEVIER 3.80

BAE SYSTEMS 3.09

COMPASS GROUP PLC 3.01

DIAGEO PLC 2.90

IMI 2.63

Gamma last mentioned in Liontrust GF UK Growth Fund - January 2025 review

Gamma Communications (-13%), the provider of cloud-based enterprise communications, announced a €165 million cash acquisition of Starface, a company specialising in proprietary business communication and collaboration software for small and medium-sized enterprises (SMEs) in Germany. Starface boasts a nationwide distribution network with over 2,000 channel partners, which Gamma intends to leverage to expand its SME presence in this key market. Additionally, Gamma confirmed that it anticipates its financial performance to meet market expectations, reflecting strong year-on-year growth for the year ending 31 December 2024, driven by organic expansion and strategic acquisitions. Gamma is set to complete its move from the AIM market to the London Stock Exchange Main Market in Q2 of this year, a move befitting its size (current market cap £1.3 billion) and likely to herald its inclusion in the FTSE250 index at the next rebalance.

Another pump & dump?

I think this is an opportunity to add, its not like an office space REIT where leases are reducing and not getting renewed due to downsizing & WFH

Broker update - Deutsche Bank Research cuts Diageo price target to 1,950 (2,020) pence - 'hold'

Deutsche Bank Research cuts Gamma Communications target to 1850 (1940) pence - 'buy'

It absolutely does, they could have the best technology and might well do but with the wrong leadership no-one benefits and certainly not shareholders!