Member Info for TwentiesTrader

Hi all, I have written an article on the Fevertree Half Year update on my website. Includes results analysis, US grocery market research and updates financial estimates (EPS, Margins. (Available at TheTwentiesTrader.com)

My latest article available on the Twenties Trader website analysis of Homeserve investment case after its 30% dip. Deep dive into acquisitions and cash flow. Thanks!

Hi all, I have provided a write up of Frontier’s latest results and growth outlook on my website available below. Not personally a holder, however I think there is a good opportunity at these levels :https://www.thetwentiestrader.com/post/frontier-developments-a-gaming-growth-story

Hi All,

I have recently posted a Ted Baker write up to my website ahead of results on on the 10th. Analysis of the new strategy and what to look for in the full year results. Available here: https://www.thetwentiestrader.com/post/ted-baker-investment-case-stock-market-evaluation

Hi all, I have written an article for my website on AB. A good look at the recent results and potential for growth over the long term. Disclosure - I am a holder. https://www.thetwentiestrader.com/post/ab-dynamics-investment-case-half-year-report

Hi all, here is an article on GB group recently written for my website. It covers the GBG business units, acquisitions, financials and scope for growth going forward. https://www.thetwentiestrader.com/post/gb-group-annual-report-recent-results-investment-case

Hi all, I have written a new article on Churchill China for my website - analysis of recent results, financial position and whether Churchill passes as a quality business. Enjoy! https://www.thetwentiestrader.com/post/churchill-china-annual-report-and-investment-case

After JD's results on Tuesday, I've written a commentary article on JD's growth, its expansion into world markets, possible future risks to business and its financials over the past five years. https://www.thetwentiestrader.com/post/jd-recent-results-company-analysis-and-investment-case

Hi all, a potentially interesting read for those interested in construction/ infrastructure companies in light of the Biden stimulus and other positive economic factors. Somero Enterprises. https://www.thetwentiestrader.com/post/somero-foundations-for-growth

Hi all, I have written a new article for my website on Somero, looking at the recent results, financial metrics and the macroeconomic backdrop, which looks pretty favourable in the US currently. Available here: https://www.thetwentiestrader.com/post/somero-foundations-for-growth

Hi all, I have written an article on EKF for my website, looking at the recent results and opportunities for growth EKF has in the medium term. Available here: https://www.thetwentiestrader.com/post/ekf-diagnostics-investment-case

Hi all. A new article on Strix available on my website. A look into the recent results, financial metrics and opportunities for growth for KETL: https://www.thetwentiestrader.com/post/strix-group-a-solid-platform-for-growth

Hi all, a new article on Greggs Plc - analysing the recent results and opportunities for growth ahead. https://www.thetwentiestrader.com/post/is-greggs-oven-ready-for-a-return-to-growth

An article reviewing the prospects for an investment in Focusrite - looking at Financial metrics, market opportunities and the overall business model: https://www.thetwentiestrader.com/post/is-focusrite-music-to-investors-ears

An article on the quality business of Spirax-Sarco, looking at its fundamentals, its valuation and its current price https://www.thetwentiestrader.com/post/spirax-sarco-a-quality-stock-but-is-the-price-too-high

These are fair points GS, and you will note in my article that I believe the acquisition to be very enhancing for Kape. However I am not sure the Future / Goco tie-up is a fair comparison. Future is not by any means a vendor to Goco or a company that would benefit from Goco's reviews being slanted towards Future's products or services.

An article advocating caution after today's acquisition news. https://www.thetwentiestrader.com/post/be-wary-of-kapes-webselenese-acquisition

Hi all, a new article on Rightmove analysing the recent results and future outlook available on my website here: https://www.thetwentiestrader.com/post/are-rightmove-shares-worth-buying

Hi all, a new article with some thoughts on the recent trading update, and a further look at the financials for Craneware - available here: https://www.thetwentiestrader.com/post/will-cranewares-migration-to-cloud-based-software-be-positive-for-its-shares

Re the efforts to date made by Boo vs others like Primark and Nike - In case you missed my earlier post, here is a useful article: https://www.thetwentiestrader.com/post/can-boohoo-shares-survive-a-potential-us-import-ban