Andy brough

@rhomboid1MF In my 149th quarter of running money I am still learning everyday and I must say I do like your commentary on the results each morning, so thank you

@Andybrough5 I got appropriately schooled in the replies on that basis

Fuel retailing is one of the lowest margin businesses in the world ..it literally only makes money when you spaff £ on stuff in the shop What business are you in Claire?

@DArcyAndrewsUK Welcome to the world of fund management

Ruddy marvelous #MEGP

ME Group International will announce its Annual Results for the financial year ended 31 October 2025 this Friday, 27 February 2026. As regulars will know I often sell prior to results to protect my gains but in this case I will be adding in the run up. (For anyone interested there is plenty of information available on ME from the usual sources so no need to trust my expectations) #MEGP

@DArcyAndrewsUK Fortune favours the brave

Dont usually buy dips on results but opened a position in MJ Gleeson at close. (Dropped 9% on today's results) By contrast, Persimmon, of which I have a small unloved postion went +5% on the day. Builders are highlighting increased cost of construction vs no uplift in selling prices. Perhaps Persimmon's vertical integration with some of its materials, plus lower asking prices than competitors helped it along. #GLE #PSN

@DArcyAndrewsUK @reb40 I know how you feel

@reb40 Be good to get this one rolling again. I've had a starter position for ages. No reason to sell, no point in adding. Just sitting in my portfolio looking sad. #MEGP

#MEGP Montefiore have been persistent sellers of ME Group shares as shown by the share price chart⬇️ Post market close were told “BERENBERG - MONTEFIORE TO SELL 12.5 MILLION SHARES IN ME GROUP INTERNATIONAL” This would clear a persistent seller which would be good news I hold👀

@tenchblank @conkers3 @HTVIOLA @YouTube @jeanroche @Schroders Thank you

@conkers3 @HTVIOLA @YouTube @jeanroche @Andybrough5 @Schroders 4imprint, Man Group and Games Workshop all stood out. I’ve put Schroder Mid Cap Trust on my buy list. I’m happy for Andy Brough and Jean Roche to do the picking of stocks for me.

Well done @conkers3 with #EMG and good rise in the share price after 22% increase in assets under management. Really enjoyed yours and @HTVIOLA podcasts again. A New Year special with 4 guests. Potential winning stocks for 2026 youtu.be/jwQNSpsgDmE?si… via @YouTube

@reb40 Lot better than inflation and that is the name of the game , best of luck in 26

Happy New Year to everyone & hope that 2026 is filled with fun & good health Final scores on the doors for the year +13%🪜 I’m ok with that return as I take fewer risks these days but I’m very conscious that I would have achieved better returns if I’d simply bought a tracker🤦🏻‍♀️

@RebelHQ When did that announcement come out ?

#CCL to delist from the UK which would leave #SAGA as the only cruise liner investment option for UK centric funds.

@notayesmansecon Has anyone told them it’s buy low and sell high , guess those involved aren’t looking for a change of career

The Bank of England has just sold some £750 million of its UK government bond holdings. The bonds sold mature in 2037 and 2038 and the worst sale was at 73.42 having paid 120 for it. #QE #QT

@RebelHQ Does depend on trading volume, that’s why Wilmington hasn’t made it , sorry to have dimmed the light so to speak

#DIA Dialight looks set for FTSE Small Cap Entry in 2 weeks time £84m is the automatic entry level, DIA mkt cap £120M

@twistednico @Hawkeye_74 Hugo boss came from the same pe firm , will there be a third chapter?

@Hawkeye_74 Nothing to see here…just PE flogging overvalued asset, and cashing out to what they regard as ‘dumb money’ … Tbf, #DOCS scaled super well - I looked at it when it was doing ~£11m ebitda, but no amount of financial engineering can protect you against fad & fashion whims !

#DOCS continues to look like PE had over anyone who was seduced into the IPO. They managed to list with a £3.7bn valuation after paying £300m a few yrs earlier. Now back to £790m mcap! Still paying a divi whilst running at a loss & loads of debt tells you who's calling the shots.

@htsfhickey Great article

Too busy getting the November newsletter out, covering earnings reports and other requirements this week, so no time to tweet, but here's a column written by the esteemed financial writer and author, Edward Chancellor on Reuters that you may be interested in. reuters.com/commentary/bre…

@twistednico @Trader__007 Waiting for the cockney rebel bowl

@Trader__007 I think it’s brave to bet against GLP 1 …I think it’s the biggest shake out for drinks companies in a generation. I’d at least wait until the chart bottoms. What looks cheap, can get cheaper still. Even with your scale, there should b ample liquidity to build a position

Diageo market cap is now £38bn. Thats bonkers cheap. Market has completely over sold IMO. Any sniff of growth & this takes off. Now also a sitting duck for takeover. I'm in for over £500k.

@kelvmackenzie Had he bought a ticket for it ?

Unbelievably this passenger got on the 4.35pm at Weybridge collapsed his bike ( opposite me) and placed it on the seat next to him. Had the guard been doing his job I presume he would have asked the chap ( early thirties) to remove it. I found this shocking. Am I alone?

@reb40 I have asked card factory if they can supply them !!!!

#SHAW Closed the first day of dealing at 395p so +6.76% which is a reasonable pop Will we see everyone leave the IPO party with a balloon 🎈(as @Andybrough5 likes to say)? We may have to wait until November 4th when dealing in the shares officially begins to find out 👀🍿🥤

@Carlier_J87 Andrew Bailey it turns out

@Carlier_J87 Who was in charge of the FCA then ?

BREAKING NEWS - FSCS appears to be upholding claims made by Blackmore Bond Series 1 bondholders against the FCA authorised and regulated insurance broker, Lonsdale Insurance Brokers limited!!!!! This is HUGE news. This appears to mean up to £18m invested by more than 800 Blackmore Bond Series 1 bondholders will now likely be repaid by the FSCS!!!!! IMPORTANTLY, this is up to £18m compensation being paid by the FSCS for failings by an FCA authorised and regulated insurance broker who the FCA has never once mentioned in respect to Blackmore Bond!!! "FSCS is now open to claims for Lonsdale involving the purchase of series 1 of the bonds issued by Blackmore Bond plc. We understand claims are likely to relate to Lonsdale arranging the Capital Guarantee Scheme for series 1 bondholders. We lack evidence connecting Lonsdale to other tranches of the bonds and have been informed there was no connection. We're therefore unlikely to be able to uphold claims for Lonsdale from investors who invested in series 2 to 6 of the bonds. Customers are welcome to submit details of their claims for series 1 of the bonds to us, although they will not immediately be passed to our assessment team. This is because we’re completing the final stages of our investigation and we will publish a further update on this by the end of December." More importantly internal FCA evidence I have proves that the FCA investigated Lonsdale in 2020, were given substantial smoking gun evidence specific to their role and failings..... and the FCA then airbrushed them out of their investigation altogether. (More on this to follow) And they did so because this proved they dropped the ball in 2017 when they failed to investigate my smoking gun reports about Blackmore Bond. Instead, LCF trial documents show that in 2017 the FCA abdicated its duty to investigate my reports and those of others to an utterly conflicted FCA authorised and regulated firm, NCM, who had already approved Blackmore Bond marketing material as being fair, clear and not misleading when it was anything but. Seriously, how does the FCA explain why the FSCS is now going to have to pay up to £18m for the failings of an FCA authorised and regulated firm in respect to Blackmore Bond that the FCA has never mentioned in the 5 years it was investigating???? There MUST be a public inquiry into the FCA's handling of Blackmore Bond and the shameful dishonesty by the FCA to conceal their prior failings. In 2022 after the FCA sought to bury everything specific to Blackmore Bond, I took my evidence specific to this bogus insurance and Lonsdale to lawyers who had been instructed by one of the victims. These lawyers were able to develop that evidence into a 'representative' opt-in claim on behalf of more than 500 Series 1 bondholders who opted in. Lonsdale denied the claim. The lawyers escalated to the FOS. As soon as the FOS deemed the complaint eligible for the FOS, Lonsdale put themselves into administration. Of course they did. They knew there was no means of defeating the claim such was the evidence. The complaint/claim was then transferred to the FSCS in August 2024. The FSCS has investigated and seen all of the evidence that we have and presented. And today, after 14 months investigation the FSCS have now confirmed they are open to claims against Lonsdale. I do not believe for one moment that they would be inviting claims unless they were going to be upheld, providing the victims can produce the required evidence. Which they can, because I and the lawyers are making sure the victims have all of the evidence they need. If the claims were not eligible or their investigation concluded that there was not sufficient evidence for any claim to be upheld, they would not have invited Series 1 bondholders to submit a claim, they would have just issued a statement saying no such claim would be upheld. Indeed, I just went through the FSCS process online and they declared that based on the information I provided [which is what all victims can provide]: 'You can apply for compensation' It is 8 years and 7 months since I made my first reports to the FCA about Blackmore Bond and the targeting of vulnerable pensioners by them and those paid huge sums to market it. I cannot tell you how satisfying today's news is. I am so pleased for the victims, most of whom were vulnerable pensioners, including lifelong NHS workers and who have been utterly and catastrophically failed by the FCA. This has been a pro-bono labour of love for me for more than 8.5 years. I should not have had to spend this much time and effort pursuing justice and compensation for victims. I have been forced to pick up the ball every time they FCA dropped it or tried to bury it. This is only the beginning. I will not rest until all £46m has been returned to victims. @TransparencyTF @IFSAPPG @APPGbanking @premnsikka @BBCHelenCatt @theoracle99 @paullewismoney @andyverity @Moneybox @Siobhain_Mc @nickwallis @jameshurley @Benjaminwmartin #blackmore #fscs #compensation #ponzi #scam #fraud fscs.org.uk/making-a-claim…

@RebelHQ @PerpetualValue He is a class act , in my view

@PerpetualValue New CEO now, Henry Birch. Worth looking at his CV imo: linkedin.com/in/henry-birch…

Remember when Halfords #HFD paid a more expensive multiple than it was itself trading on, giving all the 'synergy value', that never materialized, to the seller? It placed 19.8m shares @ 320p, management only subscribed for 125k GBP. Yea, these synergies never happened

@JamieCDubya It’s all Greek to me

#WISE doesn't qualify for FTSE100 inclusion because Kristo has a special share class but a random Greek business called Metlen does. Work that out

@FinanceTiger @RachelReevesMP With all those index linked gilts you would have thought they would want inflation as low as possible and interest rates for the rest of the debt

🇬🇧 Rachel is the enemy of the working class! @RachelReevesMP will do all in her power to keep raising inflation! It has already risen from 2.1% to 3.8% under her watch - and she is not finished with it!!