Marc (@MarcDicks) header
Marc (@MarcDicks) profile picture

Like a run and a decent holiday. Small cap investor. My opinions only - no advice given.

Northampton, England
Joined January 2014
Photo by Marc (@MarcDicks)Photo by Marc (@MarcDicks)Photo by Marc (@MarcDicks)Photo by Marc (@MarcDicks)Photo by Marc (@MarcDicks)Photo by Marc (@MarcDicks)Photo by Marc (@MarcDicks)
After a year of POC, a leading #pharmaceutical company has selected Lokies smart #padlock as their go-to solution for multiple applications. The first units have been delivered - and the feedback is outstanding! #smartlock #iot #pharma #innovation
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Marc retweeted
173 years of history lost. The education of 300 pupils turned upside down. Another victim of @UKLabour's anti-education policies ⬇️
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After signing a 3-year, multi-million-dollar contract, which is progressing in line with expectations, our client placed its largest order yet: 1,500 units, its biggest single order with us. This significant order underscores the trust our clients place in our solutions
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Exciting news! All t42's Tetis devices now feature Bluetooth Low Energy (BLE) 5.3 modules, enhancing cargo monitoring - better sensor integration, improved accuracy, and new monitoring capabilities.
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If you’re a UK citizen, did you pay £17,000 in taxes last year? If you’re a family of 4, did you pay £64k of taxes as a household? If not, someone else did on your behalf. A tiny group of people (1%) pay about 30% of the income taxes. This tiny little group of Brits aren’t just our Dentists, Doctors, Professionals, Engineers, Pilots, Entertainers, Executives, Business Owners and Entrepreneurs, they are also the biggest tax slaves for everyone too. A person earning £150k is paying £60k in tax. A person earning £30k is paying £6.2k in taxes. The high earner is making 5x more and paying 10x more in tax. Given the government spends £17k per person - The higher earner generates a surplus of £43k in taxes while the lower earner requires £11k of someone else’s taxes to cover their portion of government spending. It takes an income of £60k to generate £17k of taxes. So, very few people in the economy are able to cover the costs of themselves, let alone their families too. A tiny number of people can cover their own costs and generate a surplus for society. When you hear people talking about how greedy the rich are, and how we need to make life harder for them, it’s worth considering that if they were to stop earning or to leave, the entire system would collapse. The issue we have in the UK is not enough rich people. We need to either develop them ourselves or import them from elsewhere. We absolutely can not afford to lose them. As we approach an election, be sceptical of any party who claims they can fund spending through higher taxes on the rich. We already have that! What we need is a party that has a plan to create more rich people or invite them from abroad. It’s never been easier for rich people and high earners to live and work anywhere - of course they’ll go wherever they are treated best. The UKs survival is directly linked to the number of high earners - best not to drive them away.
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Absolutely delighted with that #ENQ Enquest update, shares have walked back but the progress again confirms that the market cap is just too cheap, insane price to cashflow. Production above mid poinmt of guidance and c.$66 million net debt reduction between 29 Feb and 30 April
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Excited to share our 4th significant agreement signed this year: buff.ly/3wJ9QQm
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Enquest delivering. Naysayers non stop since ownership BUT they are executing as anticipated, hoped. - At 29 February 2024, EnQuest net debt totalled $409.6m vs $481m at 23e. - net operating cash flow totalled $754.2 million - Net Group production expected to average between 41,000 and 45,000 Boepd (c.44,500 Boepd YTD to end-February). - Kraken FPSO lease rate reduces by c.70% from 1 April 2025 - $15m buyback to commence (pleased with that rather than dividend) #ENQ
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#ENQ Solid results there! - $15m buyback announced (the first return to shareholders since inception). - net debt now at $409.6m at end Feb (down about $70m since the last update). - Production ~44.5kbopd, 700bopd higher than the last update.
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German legend Franz Beckenbauer has passed away today aged 78. RIP, Franz. 👑🕊️
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EnQuest Plc at 12.7p is just bonkers, £240m market cap with yearly FCF in excess of $225m - Great hedging in place, stable production and shareholder returns to begin next year - It’s a bargain that shouldn’t be missed #StocksToBuy #oott #enq #stockstowatch
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buff.ly/3N56TP8 Exciting collab alert! We might just redefine container tracking, a leap comparable to Malcolm McClain's container invention. Forget cellular coverage limitations witness the future where container monitoring is the norm, not the exception. 🔄 Stay tuned
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🚨 @PremierLeague release official VAR audio from Luis Diaz's disallowed goal vs Tottenham. Full statement: premierleague.com/news/37180…
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So just to be clear - you can’t pull the game back once the game restarts but you can give a penalty after the final whistle. Absolute shambles. @FA_PGMOL @SkySportsNews
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Congratulation to everyone at Scorpion for passing our annual NSI and ISO9001 audits for our electronic systems and manned services. Maintaining our high standards for process and procedure is what has cemented these accreditations for a 16th year running. #nsi #iso9001
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Need more out of your reports? Customize any report in order to tailor the information to your needs. Learn how to customize and create a wide variety of different reports templates. #Telecommunications #IoT #Supplychain #supplyvisibility #Innovatio buff.ly/3qkRRww
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Get the most important information of your assets directly to you email. Learn how to schedule a report. #Telecommunications #IoT #Supplychain #supplyvisibility #Innovation #Technology #Partnerships #Saas buff.ly/3OQlzCN
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Replying to @SkySportsPL
Don't worry, they've cracked the physio's treatment bag open and found an instant solution....
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"So, you want to sign for LFC?" "What have you won recently? " "Champions league 2019" "Ok" "Premier League 2020" "Good, good but what did you win in 2015 when I was 13 & Chelsea won the Carabao Cup?" Lets stop pretending this is about something other than oodles of money.
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