Member Info for RedNinja

Both Pauls liked Fonix (Paul Scott described Fonix as a bargain) :-

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2P’s on a Pod: Small Cap Investing with Paul Hill & Paul Scott

Vox Markets

14.6k subscribers

361 views Streamed live 2 hours ago Smallcap Investing

53:05 Fonix

HTtps://www.youtube.com/watch?v=mmAkiWkaRn8

Different people have different beliefs on these things.

Hopefully the trading update around 22nd July will settle nerves.

It could be lots of things :-

1) 10k of shares is a not uncommon trade and thus it could be several people/trusts

2) If it is one or more unit trusts selling to cover redemptions.

3) Is it a seller who wants to get into what he considers more highly profitable areas AI/SpaceX/Gold etc etc

etc etc

Fonix makes first entry into Swiss market :-

HTtps://www.fonix.com/fonix-partners-with-ch-media-to-bring-mobile-interactivity-to-swiss-broadcasting/

This Hated Corner of the Stock Market Is Yielding Big Returns | Merryn Talks Money

Bloomberg Podcasts

Laurence Hulse discusses Pebble Beach from around 21:40.

He sees more progress for PEB in Tier 2 + 3 sports like volleyball which are too small for a national basis, but can be sold on a global basis using Pebble Beaches technology.

HTtps://www.youtube.com/watch?v=RS_n01WAWBw&list=PLe4PRejZgr0Oo35uYFmRDp_jaSXA-n9S4&index=2

It's always good to win an award :-

2026 Small Cap Awards Winners

Dividend Hero of the Year : Hargreaves Services Plc

HTtps://smallcapnetwork.co.uk/the-awards/

Sounds like a great deal :-

Market leading high-quality British manufacturer for over 150 years

Helipebs is an award-winning British market leader in the manufacture of hydraulic cylinders and hydraulic technology solutions, serving some of the world's most technically demanding industries, including energy, aerospace & defence, nuclear and industrial manufacturing.

Alongside its UK-based manufacturing capabilities, Helipebs has significant engineering expertise in delivering high-quality engineered solutions to customers globally across sectors including oil & gas, sub-sea, marine, research, green energy, and defence.

Helipebs also provides servicing and repair resources for both its own and third-party products where reliability and performance are critical.

The £0.4m consideration for the Acquisition has been financed from the Group's own cash resources. It is expected that this cost will be fully recouped from customer receipts before the end of FY26. The Acquisition is likely to lead to a bargain purchase gain for the Group, which will be reported as an exceptional item in the current financial period.

In the remaining six months of FY26 Flowtech expects the Acquisition to contribute turnover of c.£1.5m and modest positive EBITDA to the Group. For FY27 the Acquisition is expected to deliver turnover of c.£4m and EBITDA of c.£0.5m.

HTtps://www.investegate.co.uk/announcement/rns/flowtech-fluidpower--flo/acquisition-of-helipebs-controls-ltd-/9600686

I guess the percentage varied depending on the scale back rules.

However, still a good result for you.

Encoraging Hargreaves Land linkedin feed announcement :-

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Hargreaves Land

17m •

We are very pleased to have agreed the sale of an 8.5-acre residential development site in Kilmarnock to Clydebuilt II Limited Partnership, a joint venture between Strathclyde Pension Fund and Ediston Homes.

The site at Hillcrest on Glasgow Road, which was marketed by JLL on behalf of Hargreaves Land, is expected to deliver 79 new homes, comprising 69 private units and 10 affordable homes.

Thank you to Nina Stobie and Jamie Cowan at JLL

Click on the link below to find out more:

HTtps://lnkd.in/exK2MRJc

The Exchange with Richard Staveley of Rockwood Strategic & Harwood Capital

Vox Markets

13.6k subscribers

192 views

20 May 2026 The Exchange

In this investing masterclass, accomplished UK fund manager Richard Staveley of Rockwood Strategic and Harwood Capital, takes me through his latest thoughts on the following:

26:05 Tribal

HTtps://www.youtube.com/watch?v=93fPj4pN-Y4

Flowtech Fluidpower appointed as UK Distribution Partner for TTI PowerBreather

18 May 2026

HTtps://hpmag.co.uk/flowtech-fluidpower-appointed-as-uk-distribution-partner-for-tti-powerbreather/

Personally I didn't exceed the basic entitlement (7.12%).

However, a poster on advfn has stated that he tendered his whole holding and they took 23 % of his holding.

Received cash for tendered shares from ii and A.J. Bell.

Cavendish morning note :-

"Pebble’s highly attractive financial profile shows consistent overachievement of Rule of 40, anticipated to reach 53% in maiden FY27 forecasts (FY25: 42%), along with 65% FCF/EBITDA (FY25: 44%) – Pebble is certainly worth a look. We raise our TP to 34p (was 28p), and at CP 18.8p Pebble trades on a significant discount to peers at 7.8x FY27E P/E and 13% FCF yield."

Example of FLO built products from linkedin feed :-

Flowtech

1h •

Flowtech delivered Built to support performance in waste and energetic materials applications.

We design and supply solutions that improve efficiency, power and reliability in demanding environments.

See how we helped drive this project forward:

HTtps://lnkd.in/e6fyTe5Ytwo hydraulic drive systems for Winkworth.

Flowtech linkedin feed shows company continuing to make dsitribution deals to extend it's offering :-

Flowtech

1h •

Flowtech are now the master distributor of TTI, Inc. (Todd Technologies Inc), bringing the PowerBreather range to customers across the UK and Ireland.

This partnership strengthens our offering in contamination control, giving customers access to advanced reservoir protection solutions, backed by both national stock availability and technical support.

As Andy Whalley, Group Head of Product Management at Flowtech, explains:

“This partnership allows Flowtech to provide a technically advanced reservoir protection solution backed by strong engineering support.”

Find out more about the PowerBreather range: HTtps://lnkd.in/efxGnUbR

2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott

Vox Markets

411 views Streamed 3 hours ago Smallcap Investing

Two Pauls not keen on IPX, Paul Scott thinks IPX is a value trap.

36:05 Impax Asset Management

https://www.youtube.com/watch?v=BQu-xcZEmns

2Ps on a Pod — Is M&A Activity in UK Small Caps Telling Us Something the Market Isn't?

Vox Markets

12.9k subscribers

53:25 Fonix

HTtps://www.youtube.com/watch?v=b2gf-tiY7wo&t=3239s

Fonix described as a "lovely business" and "a mid season sale bargain".

Driving Growth in France: Meet Emmanuel, Fonix’s New Country Manager

18/03/2026

HTtps://www.fonix.com/driving-growth-in-france-meet-emmanuel-fonixs-new-country-manager/

The Exchange with Stuart Widdowson of Odyssean Capital

Vox Markets

12.9k subscribers

825 views 16 Mar 2026 The Exchange

35:20 Flowtech Fluidpower

HTtps://www.youtube.com/watch?v=Z69FgYYV2mw