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conkers3.bsky.social
@conkers3.bsky.social
Founder & co-Host of the FREE educational investing podcast: The #TwinPetesInvesting podcast https://open.spotify.com/show/2G8k3SUL72PyvO2xfSuz5j?si=a7392eed60884912

I am mainly here for investment/ shares trading & stock market chat , plus some laughs.
#PEG 🆙+30%✅9.75p✅
✅Petards the AIM-quoted developer of advanced security, communication & surveillance systems, announced that its subsidiary, Petards Joyce-Loebl (PJL), has been awarded a £2.2 million contract by Rheinmetall BAE Systems Land Limited (RBSL)
December 2, 2025 at 10:17 AM
#CLI CEO, "With 2025 representing a peak year for debt maturities, we have successfully refinanced or repaid the £373 million due, further strengthening our balance sheet and delivering a more evenly spread debt profile for the years ahead"

RNS 📸via @entrusttmf.bsky.social 👍
December 2, 2025 at 8:06 AM
#AAL🆙 +2%✅ £29.13✅
$BHP group offered around £40 billion / $53 billion (£34 p/s) in its now-aborted attempt to acquire Anglo American Plc ( $AAL.L) , according to people with knowledge of the matter. #BHP

My🧮Intrinsic value investing strategy👍I continue to hold AAL shares👍
December 1, 2025 at 12:16 PM
#PEEL 🆙+1.4%✅£1.065✅
#PeelHunt was discussed in #TwinPetesInvesting podcast 165

MT #TickerOfficial
$PEEL HY results:
✅Group revenue up 38.3% to £74.4m
✅PBT skyrockets 858.3% to £11.5m
✅Execution Services shines with a 56.8% increase.
✅Net assets grow to £100.7m
ticker.app/lse/PEEL/rns...
December 1, 2025 at 11:08 AM
#SOLI 🆙+3.5%✅ £1.475✅
MT #TickerOfficial
✅$SOLI H1 revenue up 38.6% YoY to £85.7m
✅PBT rose 216.6% to £3.8m
✅Adjusted PBT up 96% to £4.9m
✅Order book at £87.3m, +14% YoY.
👍Interim CEO appointed. ticker.app/lse/SOLI/rns...
December 1, 2025 at 10:15 AM
#HICL🆙 +4%✅£1.178✅
#TRIG ❌-3.9%❌71.3p❌

After their combination is called off.
$HICL & $TRIG shares are now back to where they were prior to the merger news on 17th November.
December 1, 2025 at 9:57 AM
November 28, 2025 at 1:00 PM
#WHI🆙+33%✅4p✅
✅RECOMMENDED ACQUISITION OF @WH IRELAND GROUP PLC BY TEAM PLC

Based on the Exchange Ratio & the Closing Price of 27.5p p/s #TEAM share, the #takeover values each $WHI share at approx. 5.4p p/s✅& $WHI.L @ approx. £12.7m✅

A 406.6% PREMIUM to the VWAP of approx. 1.1p per WHI share
November 27, 2025 at 8:57 AM
#AAZ 🆙+20%✅ £2.325✅Possible offer
AAZ.L shares resumes trading this morning after a brief suspension prompted by online speculation & an early-stage approach from #ACG.

Under #takeover rules, ACG has until 5pm on 24 December to decide make a firm offer or not for Anglo Asian Mining.
November 27, 2025 at 8:27 AM
#CMCX🆙+2.5%✅£2.99✅
✅A new 52 week high closing sp
Vs My buy on 16/11/23 @ >93p✅
👍I continue to hold CMCX & it is paying #dividends

Technical Analysis:
Next RESISTANCE @ £3.385 once broken = A new 2 yrs high sp.
SUPPORT @ £2.45

#CMCMarkets #trading #investing #payments #tokenization
November 26, 2025 at 4:52 PM
#VRS❌ -47%❌0.01p❌NO SALE & Possible administration❌

I count myself lucky🍀Escaping #VRS' demise w/ my highest trim @ 875%✅& overall profit of 681%

After I trimmed $VRS @ 81p✅£1.57✅& finally exited @ £1.31✅Vs my initial buy @ 18p✅Angering many at the time back in November 2018. See my post on X👍
November 26, 2025 at 9:16 AM
$BABA Q3 2025 Earnings:
✅Revenue: $33.9B +9% YoY Vs Est: $33B
✅EPS: $2.26 +18% YoY Vs Est: $2.10
✅Cloud Revenue: $4.9B +34% YoY
✅International Commerce: $4.2B +53% YoY
🥳 #Alibaba #BABA announced plan to spin off Cainiao Logistics via IPO
November 25, 2025 at 1:14 PM
#MARS🆙 +16%✅58p✅
👉Marston's Total Revenue: £897.9m Vs £898.6m YOY
✅U/lying PBT £72.1m +71.3% YOY
✅Like-for-like sales for managed pubs +1.6%, outperforming the market.
✅Growth of 2.2% for food & 0.3% for drink.
✅CEO "another strong year ahead of plan"
RNS 📸via @entrusttmf.bsky.social 👍
November 25, 2025 at 10:22 AM
#BEZ❌ -9%❌ £7.78❌
👉Insurance Written Premiums: +1% to $4,670m Vs $4,625m in Q3 2024
✅Net Insurance Written Premiums: +4% to $3,927m Vs $3,792m in Q3 2024
❌Premium Rates: -A 4% decrease in renewal premium rates.
✅ $BEZ highlighted an improved combined ratio outlook for 2025
❌Slowing growth
November 25, 2025 at 9:01 AM
#SAA ❌-12% ❌ £1.10❌
❌ $SAA Profit warning that the US Govt shutdown has "materially impact our prior growth & profitability expectations"

CEO, "A challenging macro environment has been further compounded by the unprecedented US Government shutdown"

RNS via 📸 @entrusttmf.bsky.social 👍
November 24, 2025 at 9:48 AM
#AAL £27.14.
$BHP walks away from combining with $AAL.L.
Early-stage talks with Anglo’s board have ended & that it will not pursue the matter further.

#BHP said it still sees industrial logic in a tie-up & believes such a deal could've created substantial long-term value.

No #takeover for me.
November 24, 2025 at 8:26 AM
#AEWU £1.044
MT @TickerOfficial
👉AEW UK REIT reports H1 NAV at £172.82m = £1.0909 p/s
❌PBT down to £4.71m from £16.64m YoY.
❌NAV Total Return* for the period of 2.70% Vs 10.05% YoY
👉Declares unchanged dividends of 4p p/s
ticker.app/lse/AEWU/rns...

RNS 📸via @entrusttmf.bsky.social 👍
November 21, 2025 at 9:32 AM
#KGH £1.71
Trading Update:
✅Revenue +30% to £103.2m
✅U/lying PBT +12% to £16.4m
❌Net debt increased to £75.2m

CEO "we are confident we have the right team to drive the business forward and leverage our strengthened platform as we continue to drive growth.."

RNS 📸via @tradermark72.bsky.social 👍
November 21, 2025 at 9:16 AM
#CMCX 🆙+29%✅£2.685✅
Vs my buy on 16/11/23 @ >93p✅

✅CMCX RAISED its FY revenue guidance by 10% after they recorded stronger-than-expected trading & stockbroking activity in the 6 months through September

✅HY Dividend increased by 77% to 5.5p
#Trading #Investing #Payments #Tokenisation #Crypto #Defi
November 20, 2025 at 3:48 PM
#INVP £5.735
👉HY Revenue flat at £1.1B
❌PBT -2.5% to £445.5m
❌Net interest income -2.1% to £670.1m
✅Net core loans & advances +8% annualised to £33.7B
✅AUM in the Southern African wealth business +13% to £26.5B
✅HY dividend 17.5p, up 6.1%😋Vs my 15/6/20 buy @ >£1.59✅
November 20, 2025 at 9:21 AM
#SMIN £24.52 🆙Ytd +42%✅excluding dividends.
MT Smiths Group Plc
✅We're announcing our FY2026 Q1 trading update and the launch of a new £1bn share buyback
✅Started the year with +3.5% organic revenue growth for continuing operations, against an outstanding growth comparator in Q1 FY2025 of +12.9%
November 19, 2025 at 9:11 AM
#RKW £2.79
✅Rockwood Strategic reports 12.5% NAV Total Return
✅No. 1 UK Small Companies fund over the last 3 & 5 yrs by NAV Total Return & TSR

You can watch my AIC Investment Company Showcase panel session with $RKW's Richard Staveley here: showcase.theaic.co.uk
November 18, 2025 at 9:48 AM
#AUTO❌ -2%❌£6.765❌
🤔Could #AUTOTRADER eventually face this $AMZN competition in the UK?

✅ $F Ford has struck a deal to sell certified used cars through #Amazon allowing car buyers to browse, finance and purchase a used car.
November 17, 2025 at 5:24 PM
#SRE 98.25p
MT @TickerOfficial
✅Sirius Real Estate Ltd posts a 56.8% increase in profit after tax to €87.0m
✅Total rent roll up 15.2% to €242.5m
✅Funds from operations (FFO) up 6.6% to €64.7m
✅H1 dividend increased by 4%. ticker.app/lse/SRE/rns/...
November 17, 2025 at 9:17 AM
#HICL❌ -7%✅£1.086✅& #TRIG +6% 76.85p✅
Look to combine in an ALL SHARE MERGER to create the UK's largest listed infrastructure investment company with net assets of over £5.3 billion.
November 17, 2025 at 8:32 AM