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James

@1James1n1

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Following
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I am now posting on bluesky. Find me here to continue following my posts: https://t.co/4xHr7RfBQ8

Joined November 2015
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@1James1n1
James
6 months
I am now posting stock comment, updates and discussion as well as chat on Blue Sky. Why not take a look and if it looks intriguing, feel welcome to join me.
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@1James1n1
James
2 days
Slim pickings for a Monday morning: #FTC - Another contract & exceeds current expectations 🚀 #SYME - All the money is gone! #LIKE - Solid Jan trading & a new logistics centre #PRV - Finals & decent Rev growth, but profits look to lag guidance. All here:
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@1James1n1
James
6 days
@reb40 Looking at Shore Capital's last projections before it withdrew guidance, I get Rev up 13.8% & a touch shy of forecasts, PBT up 32% and bang on forecasts. Hopefully, we will get a fresh note soon providing clarity!
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@1James1n1
James
11 days
I have taken a look at the January updates affecting my portfolio, subjectively scored them, noted the associated January share price movements and made some comments on essence of the updates and outlook guidance. Full details & un-blurred image here:
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@1James1n1
James
20 days
This morning I looked at: #LUCE - ahead of expectation #ZTF - also ahead of expectations #TON - messy FY24, but turn-around signs? #IQE - extra BS earnings 🚨 #IOF - iodine spot price super strong #AT. - ahead of expectations #REVB - super warning 🚨
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@1James1n1
James
21 days
This morning I looked at: #LBG - Class of 2021 IPO's, but producing decent results. Worth a look? 🤔 #TRC - Name changes, but its still warning 🚨 #JDW - Self-serving waffle pushes out profit guidance. #HEAD - Ouch on losses. Thank goodness for property!
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@1James1n1
James
23 days
This morning I looked at 5 updates. Read more here: #MIDW - Tough times continue & moderate warning. #RCH - Uses FY upgrade to distract from £5m pension hit. #SDG - Warns & finally starts to cut costs. #AVAP - Another handy analyst Q. #VANL - Contract win
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@1James1n1
James
26 days
I looked at the following this morning. See more here: #DFS - An unexpected in-line announcement but 1H weighted. #JSG - Some word play on expectation hitting, but lots to like. #IGR - A cluster-f***! #MCB - Continues progress #CCT - In-line & cheap!
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@1James1n1
James
30 days
This morning has been busy. Read more here: #MACF - Back on the acquisition trail. #FTC - Another upgrade #SOS - Pricing discipline not yet delivering margin £ #PLUS - Another upgrade #QTX - FY25 upgrade #EDEN - Good news for holders: no Jan dilution 😳
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@1James1n1
James
1 month
Here is what I found today: #APH - Takeover from serial acquirers (at low prices) DBAY #ANP - Upgrades and brokers raise guidance. #CKN - Small upgrade & brokers also raise guidance. #TIG - Well it was fun while it lasted. #RBGP - RNS translation ➡️
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@1James1n1
James
2 months
@rhomboid1MF Presumably no longer a secret project name though now!
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@1James1n1
James
2 months
@rhomboid1MF That said, I suspect impatient holders may provide an opportunity for better researched investors to take their place today...
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@1James1n1
James
2 months
@TraderDiaryX #MSI - I have next week (12th) as potential update...
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@1James1n1
James
2 months
@BrilliantLeader @Carmensfella @tradermark72 @battlebus141 My take is the same David. Got fed up with ads, unmoderated content and heaps of politics & my filters could not sift it out. Plus, I am just not a fan of Musk. Bluesky is still building critical mass, but in the time since I joined, I have noticed it’s rapidly getting there.
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@1James1n1
James
2 months
@tradermark72 @battlebus141 Welcome back @battlebus141. I now post on bluesky, but hope to keep in touch:
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@1James1n1
James
3 months
@justcalum123 @TheSecretAcct Agreed. The graph is totally misleading and should be labelled, “What is the highest marginal rate of tax in each country?”. It also ignores very different rates of social security payment in each country comprising total tax take.
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@1James1n1
James
3 months
#VCP - Geoff Wilding reckons prospects are "exciting", whereas I say "perilous". Non-underlying items of £148.5m! 🤡 Read more:
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@1James1n1
James
3 months
@PerpetualValue @rhomboid1MF There is one broker making research generally available for #GAW, to which Rhom may or may not be referring....
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@1James1n1
James
3 months
@TraderDiaryX @RanmoorRuffian But paid some nice divi's to wait. And there is an Amazon update to come...
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@1James1n1
James
3 months
@TraderDiaryX @RanmoorRuffian Held for 6 years brah with a 402% total return to date & 31% CAGR. Lovely jubbly brah!
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@1James1n1
James
3 months
The following updates caught my eye today: #GAW - Sparkling TU #TIFS - 1 week PUSU extension (#EQLS - take note) #NWOR - possible offer of 21p (I hold) #DFS - Doing surprisingly ok. #MBH - In line with downgraded guidance. Find me here:
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