@RoskillEdward
Joined September 2013
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  • Following371
  • Followers904
10Media
#PAT Panthera. Interesting highly asymmetric risk/reward. I have taken a material position at 7 pence and added more up to 9.5 pence. A good write up here - shorturl.at/kBRMp
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MIDAS SHARE TIPS: Home in on cash from PRS Reit thismon.ee/a/12709993 via @ThisIsMoney – at Islington, London

MIDAS SHARE TIPS: Home in on cash from PRS Reit

At 79p, the stock offers attractive dividend income, capital growth potential and the opportunity for investors to help solve one of the UK's most pressing problems. Buy.

thisismoney.co.uk
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Replying to @gmsuae
@gmsuae Gulf Marine #GMS I rarely tweet stock picks. But this is worth a mention. Strong recovery potential. PE of c 2.5 (FY Dec 21); eps growth + 30% for FYDec 22; high utilisation and improving day rates. $1k /day uplift to av. day rates = $4m EBITDA extra drop through.
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Target price for end 2021 - 8 pence; target price end 2022 - 15 pence vs 4 pence today (assuming no further equity and they refinance/trade through). Watched this stock for 5 years and bought heavily 3 to 3.5 pence. High conviction (but high risk !)
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Nice to see GMS above 10 pence and pushing towards 15 pence. I should have been more patient with my holding and not sold too early!
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Replying to @gmsuae
@gmsuae Gulf Marine #GMS I rarely tweet stock picks. But this is worth a mention. Strong recovery potential. PE of c 2.5 (FY Dec 21); eps growth + 30% for FYDec 22; high utilisation and improving day rates. $1k /day uplift to av. day rates = $4m EBITDA extra drop through.
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Get your apology right. MASSIVE inconvenience to almost all of your customer base a little more than "any inconvenience". Total screw up. Lack of contingency planning.
Virgin Media ❤️@virginmedia4 Apr 2023
We’ve restored broadband services for customers but are closely monitoring the situation as our engineers continue to investigate. We apologise for any inconvenience caused.
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#SQZ - Highly dubious deal with Tailwind, giving Mercuria effective control with c 30% stake. Pay in own cheap SQZ shares for Tailwind. SQZ valued at $8 per 2P boe (enterprise value basis) vs Tailwind priced > $18 / 2P boe. Value destruction.
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Edward Roskill retweeted
Trent Telenko
@TrentTelenko5 Dec 2022
The pattern suggests Ukraine is now using long range, likely propeller driven, 'drone class' cruise missiles for offensive counter-air against Tu-95 Russian strategic bombers. Cruise missiles that didn't exist at the beginning of the Russo-Ukrainian War.🤯🤯🤯 4/
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#ECK - Eckoh - if you want to be economical with the truth, then why should I spend time analysing the investment merits. Total ARR £27.9m vs EV £106m = 3.8x, probably over 4x given inflated ARR. Expensive when only N America is growing, 50% of business has no ARR growth. 2/2
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#ECK - eckoh - lovely interim results, excellent at obfuscation - N Am ARR growth 16% organic in 6m, the headline trumpeted 71% (mostly from Syntec acquisition). UK ARR is flat/down on last 6m. Also ARR is not a pure metric but includes "an element that is repeatable" 1/2
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Some excellent investment advice nuggets. Worth a read. – at Wandsworth, London
Daniel Mahncke
@MnkeDaniel19 Nov 2022
Jeremy Grantham manages $70 billion at GMO, a firm he co-founded. He called the last 4 Big Bubbles in finance, including the 2021 bubble. Maybe that’s why he is often called a “perma bear.” Besides skepticism, here are the 9 Keys to his Investment Strategy👇🏼
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Well worth listening to @jensstoltenberg on Ukraine and why we need to step up and give 100% support.
Fabrizio Tassinari@Fatassinari17 Jul 2022
“The price we pay is measured in currency. They price they pay is measured in lives lost every day. So we should stop complaining and step up and provide support.”

NATO Secretary-General Jens Stoltenberg on support to Ukraine

Discussion with NATO Secretary-General Jens Stoltenberg on the outcome of the NATO Summit in Madrid

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Well worth reading Michael's thread. Very pithy and great clarity of thought. – at Wandsworth, London
Michael Taylor
@shiftingshares30 May 2022
I spent over £15,000 on business education from 4 universities. 90% of it was useless stretched over 1,000s of hours. Save yourself the time and read these 7 points:
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An exiled Russian journalist’s diary: ‘How can I help, here and now?’ ft.com/content/e92823af-aa1f… THis is REALLY interesting. I have subscribed and supported Farida directly on substack

An exiled Russian journalist’s diary: ‘How can I help, here and now?’

The Kremlin has cracked down on independent media — but far from Moscow, their work continues

ft.com
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Edward Roskill retweeted
Steve Rosenberg
@BBCSteveR7 Apr 2022
One paragraph, in one Russian paper, can say a lot about how the authorities here create an alternative reality around what’s happening in Ukraine. #ReadingRussia @BBCNews @BBCWorld #Ukraine
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Edward Roskill retweeted
WeRateDogs
@dog_rates1 Apr 2022
This is Kitty. She was brought to animal control as a stray who was hit by a car. Her hind leg was severely fractured and she has some road rash on her back. We’re told she’s an absolute delight and you can help her with all her medical care below ❤️‍🩹 15outof10.org/kitty
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#StandWithUkraine️ Absolutely superb response to @RussiaUN Vassily Nebenzia - your family will be ashamed of you for generations
Canada Mission UN
@CanadaUN17 Mar 2022
Thank you @RussiaUN for your letter dated March 16. Please see our suggested edits below. #StandWithUkraine #RespectTheCharter
Well worth watching. Balanced and passionate. #StandWithUkraine️
Alex Vindman 🇺🇸
@AVindman17 Mar 2022
Please retweet this important message for widest distribution.
I love the Russian people. That is why I have to tell you the truth. Please watch and share.
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#StandWithUkraine - What a wonderful and moving example of solidarity.
Ben Phillips@benphillips7614 Mar 2022
Ukrainian refugee kids arrive in Italy, and start at local schools. On their first day they enter nervously. You won’t believe what the Italian kids did next …
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Ukraine - China - perhaps a glimmer of hope for de-escalation and resolution #StandWithUkraine️
Simon Bowden
@SimonJohnBowden13 Mar 2022
Replying to @maxseddon
A very big story. Suspect that Beijing's support not a done deal - this is relevant: uscnpm.org/2022/03/12/hu-wei…

Possible Outcomes of the Russo-Ukrainian War and China's Choice - U.S.-China Perception Monitor

Hu Wei is the vice-chairman of the Public Policy Research Center of the Counselor's Office of the State Council.

uscnpm.org
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