Professional commentator on financial markets. Research Editor at Stockopedia. Opinions are mine alone and are never advice.
Joined July 2015
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I applaud Elon Musk and the AI giants for fixing the excessive demand problem in financial markets with the original, classic and best solution: supply.
€3 EU customs duty per item from July on all goods from outside the EU (including GB). VAT to be charged on total (i.e. "paying tax on tax"). That's the end of Europeans buying single low-value items from likes of Temu. European e-commerce in general may be greatly affected.
Normal person says "in Rome"
Stock market announcement says "located within the Metropolitan City of Rome in the Lazio region of Italy"
Graham Neary retweeted
86% of our subscribers beat or matched a strong UK market in 2025.
But it wasn't the returns that impressed us most in our latest Subscriber Performance Survey.
It was something much more valuable than pure profit... 🤔 🧵
ALT Stacked bars showing yearly stock performance distribution (2020–2025): green outperformed majority, grey matched segment, red smaller underperformed slice.
#EVOK (I hold) FY25 EBITDA is in line despite a revenue miss, not bad in the circumstances I guess. And a pretty interesting comms strategy as they look for a buyer - no forward guidance, and even the date of the full year results is secret now? Hope it works!
#STEM Really useful chat with management this morning. No complaints at all with their strategy or execution, but it's difficult to look past the poor financials. Entire recruitment sector in very poor shape, not a place I'd want to be invested. More in today's DSMR @stockopedia.
#COST up 7% on news that the pension scheme trustees don't mind them sending large quantities of cash to shareholders... immediately unlocks £20m buyback and an enlarged final dividend. Not sure how much value here but the momentum is awesome. New highs not seen since 2020.
#SFOR up 40% but it's really just a reversal of the Nov profit warning. In early Nov, prior to the PW, they said "net revenue growth rate expected to be down by upper single digits". They are now saying that yes, actually, net revenue will be down by upper single digits!
For anyone who might be interested, I posted a short stock pitch for this last week on @stockopedia.
Feels likes a record today. Over a dozen UK-listed companies have beaten expectations or raised guidance. Stock market investors must cling to an optimistic mindset despite everything they read in the news - but sometimes they get rewarded!
Graham Neary retweeted
📈 UK shares are quietly outperforming.
Our latest @Stockopedia Top Stocks – Nov 2025 report is now live, which I've co-authored with @edcroft.
Our July picks are +13% since 1st July, outpacing the S&P 500 during that time.
🇬🇧 The FTSE All-Share is up 17% YTD, yet the UK still trades at just 12x forward P/E vs 19x in the US. With rates likely to fall in 2026 and a surge in takeover activity, we see plenty of value still hiding in plain sight.
This month’s list spans large caps like #GSK, mid-caps such as #MGNS and #SEPL, plus small-cap outperformers like #JNEO and #FDEV.
🔎 Download the report for free and discover all 10 stocks here:
stk.pe/topstocksnx
Public service announcement: @grahamnearry continues to impersonate me. Do NOT trust them, and please report them if you can.
Well done #NXT: fabulous update, better than the usual "better than expected". @rolandhead has also looked at #JNEO - I wonder is it really necessary for them to issue so many announcements? (disclosure: I'm long NXT.) More to follow @Stockopedia app.stockopedia.com/content/…
Graham Neary retweeted
🔎 Results season highlights this week:
📈 Ahead of expectations → Kier Group #KIE, Galliford Try #GFRD, Ten Lifestyle Group #TEN, Kromek Group #KMK
⚠️ Profit warning → Futura Medical #FUM
But which companies (and themes) will matter most heading into Q4?
Join @edcroft & @GrahamNeary for a live market briefing and Q&A session next week on Thursday, 25th September (5pm BST).
stk.pe/earningsseasonwebinar…
Graham Neary retweeted
🇬🇧 The London market is shrinking.
US buyers are circling UK stocks, snapping up quality companies at modest premiums (sometimes as low as 20–30%).
Meanwhile:
📉 IPO fundraising has sunk to a 30-year low
🚪 New listings have all but dried up
From Deliveroo to Direct Line, Spirent to IPF – the LSE is being hollowed out.
Is London becoming a bargain bin for overseas buyers?
A great breakdown by @GrahamNeary below 👇
stockopedia.com/content/eati…
