Small and micro cap investor. I try to know every investible company in the nether regions of the UK market. Manage and consult on investments
Welwyn Garden City, England
Joined July 2011
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Haven't seen a better set-up for an IPO than Tek4 #TEK4 for a while; not surprised it's flying
"If we hadn't spent the money when we got the money, and instead we saved that money, we would have more money now"
NEW
Britain’s missing sovereign wealth fund… Treasury officials have modelled that had the UK done what Norway did with North Sea revenues, there would be a £1 trillion fund…
As Chancellor sets up Energy Wealth Fund, a look at the long historical argument about where the oil windfall went, including from interviews with those who have run Norways $2.4 trillion fund, now the biggest in the world, filled from the proceeds of the same North Sea.
bbc.co.uk/news/articles/cm4g…
This is chef kiss blackmail tbh, 10/10
Revealed: Ongoing uncertainty about water industry regulation risks triggering a sector-wide ratings downgrade which would add up to £40 to customers' bills across the country, according to David Henderson, chief executive of the lobby group, Water UK. news.sky.com/story/water-bil…
#IGR strong stuff from the new CEO... strikingly (and sadly) rare in UK plc land
#IGR you love to see it.. CFO and CEO joining and making substantial equity investments
A lot of truth in this and terrible for the market. Whole sectors widely written off as uninvestable as they have the Sword of Governmental Damocles hanging over them
Perhaps just as damaging is the inverse - sectors withering in a policy framework no-one seems sufficiently motivated to change
Temu/Shein arbitraging tax rules to outcompete, manufacturers shafted by uncompetitive energy costs
My wife just asked me to ensure that, when replacing the toilet roll, I use the toilet roll from the toilet roll cupboard and not one of the decorative toilet rolls on the shelf
Always heartbreaking when Supply@ME delay results. It's like cancelling the Olympics. On the plus side, at least I can call my girlfriend and tell her the wedding is back on
Delighted to hear that the UK government is contemplating finally giving something back to investors
Only being able to claim back 25% of the money incinerated was a major disincentive to parking money in these shores 🇬🇧
This really is nonsensical. Claims £14bn could be raised by increasing CGT to income tax rates.
HMRC estimates that a 10% increase in CGT would *cost* £3.5bn. Exact magnitude can be disputed, but it sure as heck wouldn't raise close to £14bn.
thetimes.com/uk/politics/art…
Confirmed, Picasso located
#CAM After selling a £100k book value piece for £4m a few months ago, now we have this
I reckon there's a dusty attic full of Rembrandts knocking around one of the estates
Poor results from #VLE today - flagged to be so, but never fun to see it on paper. I reflect on how much easier it is digesting weaker trading when it comes alongside a management team you trust implicitly.
Headlam shareholders no doubt delighted they rejected a change of strategy and governance a month ago, favouring the status quo
I am a terminally online Reddit power user. I have spent years finessing a rapid, Pavlov-esque response in comment sections to maximise external scoring criteria. I've gotten very good at figuring out the appropriate output to a given input string!
