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IGP on a roll. Competing with Beeks (BKS) for number one spot in my portfolio as top stocks to hold onto long-term.
TTG received a positive write up on Stockopedia this morning and a Green rating and the SP had a nice tick up today. Maybe the market has woken up to TTG.
The news article appears to me to have misinterpreted the RNS as I thought the original claim was closer to £6m. I have seen this before and the news article gets updated later but we'll see.
Looking at the exchange rate i.e. Singapore dollars to GBP it equals about £10.3m
Superb interview with Gordon McArthur CEO/Founder at https://shows.acast.com/paulscottsmallcaps/episodes/beeks-financial-cloud-bks-paul-scott-interviews-ceofounder-g
Paul Scott has put a comment on ADVFN this morning for anyone interested (paulypilot)
..trading update this morning and a beat for H2. Extremely well done Nigel and the team and thanks to Sarah JM.
..now warming to REAT after a bit of prodding. He discussed them in his small cap podcast at the week-end. Listen from 27:58mins.
https://podcasts.apple.com/gb/podcast/small-caps-podcast-with-paul-scott/id1642339156
Nice commentary on BKS by Paul Scott on his week-end podcast. Listen from 8:07mins although all is well worth a listen.
https://podcasts.apple.com/gb/podcast/small-caps-podcast-with-paul-scott/id1642339156
Possibly. He briefly discussed Plexus in his week-end small cap podcast at https://podcasts.apple.com/gb/podcast/episode-6-of-2024-uk-small-caps-with-paul-scott-5-9-feb-2024/id1642339156?i=1000644929811
Listen from 13:42mins although all is worth a listen
Gresham House Energy Storage Fund (LON:GRID) and Harmony Energy Income Trust (LON:HEIT) I don't hold and know little about either but noticed the piece from Adam Bell on X yesterday with regards to OFGEM possibly invalidating the above's business model somewhat.
https://x.com/Adam_Grant_Bell/...
Gresham House Energy Storage Fund (LON:GRID) and Harmony Energy Income Trust (LON:HEIT) I don't hold and know little about either but noticed the piece from Adam Bell on X yesterday with regards to OFGEM possibly invalidating the above's business model somewhat.
https://x.com/Adam_Grant_Bell/...
Thanks to abtan on Stocko for the following:
"For anyone following the story here:
SJM was the #1 most sold book on Amazon.com last week.
It's been in the Top 20 Most Sold Books List on Amazon.com for 5 weeks now, despite only being released 2 days ago.
In total this week there are currently x8 SJM books in the list.
At the time of the last profit upgrade (mid December 2023) SJM only had x2 books in the list.
https://www.amazon.com/charts/...
If anyone knows a data source that shows Total Fiction Books Sales By Week please do share. It would be interesting to see whether the market has shrunk, or if SJM sales have indeed gone through the roof."
Guides FY-Dec in line but warns FY24 profit significantly below market expectations.
Excellent action recently and now popping above 40p buy price. Interesting times at RNO which is doing a lot of the heavy lifting in my portfolio atm. Good luck all!
Paul talks through the stocks he and Graham Neary reviewed in their Small Caps Value Report (SCVR) that week on Stocko which is based on RNSs issued each day so this is the playlist.
I read the SCVR each day but also listen to Paul's podcast each weekend, with the SCVR open on my laptop, as I like the additional colour he adds.
I also find many of the comments added by other subscribers to the SCVR, a number of whom are professional investors, of high quality and very useful in providing me with investment ideas and pointing out the pros and cons of various stocks.
I should say POS is from 10:19 minutes (although I think the rest is well worth a listen. Personally, I listen each week and subscribe to Stocko)
Discusses HVO amongst others. Link for those interested (from 7:48 minutes) https://podcasts.apple.com/gb/podcast/small-caps-podcast-with-paul-scott/id1642339156