Glasshalfull

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Glasshalfull

Glasshalfull

@Glasshalfull1

**ON AN EXTENDED BREAK from Twitter** … Disclaimer: my tweets DON’T constitute investment advice or recommendation

Katılım Şubat 2010
267 Takip Edilen6.4K Takipçiler
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Glasshalfull
Glasshalfull@Glasshalfull1·
I highlighted in 2021 I’d no longer publish portfolio updates as my investments are usually contrarian small caps that endure significant volatility👇🏻Overall I’m doing ok in 2022 but still find Twitter far too noisy & now plan on an extended break Wishing all Twitterati well 🙏🏻
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Glasshalfull
Glasshalfull@Glasshalfull1·
@wasagoodboy Lovely to hear from you & thanks for your kind message 🙏🏻
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richard
richard@wasagoodboy·
@Glasshalfull1 I wish you good luck in the fresh fields and pastures green, Gordon. A true gentleman, you helped me so much and I will sorely miss your input.
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Glasshalfull
Glasshalfull@Glasshalfull1·
I highlighted in 2021 I’d no longer publish portfolio updates as my investments are usually contrarian small caps that endure significant volatility👇🏻Overall I’m doing ok in 2022 but still find Twitter far too noisy & now plan on an extended break Wishing all Twitterati well 🙏🏻
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Alex
Alex@GrowthStocksUK·
@Glasshalfull1 7,124 Followers is an achievement and shows how much you are valued. You dont get that following if you are not valued. Please keep in touch and send out an occasional tweet or DM if you fancy a catch up.
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Glasshalfull
Glasshalfull@Glasshalfull1·
@MGinvestor Likewise @MGinvestor … been great sharing investment ideas through the years. More than happy to continue & have left my DM’s open. Take care 🙏🏻
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MG - investor
MG - investor@MGinvestor·
@Glasshalfull1 It's sad to hear that GHF. I know what you mean, it probably means we need a further grind down though to remove the numpties spoiling it for the others. Been good sharing ideas with you and maybe we'll do that off twitter from now on 👍 ATB
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Glasshalfull
Glasshalfull@Glasshalfull1·
@battlebus141 We’ve invested in some crackers @battlebus141 … but you were always a better mover 🕺 Enjoyed sharing investment ideas with yourself & other wonderful investors via bulletin boards & Twitter but feel time right for an extended break. Who knows what the future holds. ATB, G 🙏🏻
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Battlebus
Battlebus@battlebus141·
@Glasshalfull1 Sad to hear. We’ve been investing in similar stocks so long it makes me feel old 🤣. But seriously I don’t know why but Twitter is not the same as it was a few years ago when I joined. I’ve taken similar views of late and reduced posts. A bad year brings out the worst in folks
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Glasshalfull
Glasshalfull@Glasshalfull1·
@1James1n1 V kind James. Thanks for your kind words & all the post. I’m sure we’ll bump into each other down the line 🙏🏻
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Glasshalfull
Glasshalfull@Glasshalfull1·
@patviera You are a top bloke! Thanks for the kind words Nicholas 🙏🏻 Love to you & the girls ❤️
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nicholas slater
nicholas slater@patviera·
@Glasshalfull1 You will be sorely missed ,a top 10 tweeter for me ,will stay in touch 🙏👍❤️
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Glasshalfull
Glasshalfull@Glasshalfull1·
@honestandopen You’re welcome & thanks for your kind words 🙏🏻 Not intending on posting anywhere else. Never say never on coming back to Twitter but for the time being I’d prefer a clean break
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Patience
Patience@honestandopen·
@Glasshalfull1 Thanks for all your comments. Are you posting anywher else?
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Glasshalfull
Glasshalfull@Glasshalfull1·
#EQLS ~ V little to say recently but dropped in to compliment @equals__money on yet another outstanding set of results 👏🏻 *Interim revs +86% YoY *Adj EBITDA +203% *Cash at bank +63% to £16.5m They also indicate strong start to Q3👇🏻with revs +55% & revs per day £289k (vs £187k)
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Glasshalfull@Glasshalfull1

#EQLS ~ An outstanding H1 update with EBITDA (yet again) “ahead” of expectations. Significant rev growth of +84% which has pleasingly occurred across each business unit & product area. Well done to all @equals__money 👏🏻👏🏻👏🏻

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David
David@Carmensfella·
This really is tragic news as Steve was such a genuinely nice guy who made many of his friends & contacts through Fintwit connections early days on the Motley Fool. He will be sorely missed at @ShareSocUK events & he attended every #Mello. He helped so many & taken far too early
WheelieDealer@wheeliedealer

STEVE HOLDSWORTH It saddens me hugely to confirm that Steve passed away a few days ago. I received a DM from his brother on Tuesday asking me to let people on Twitter know. I was waiting for a response from him but events have moved on.

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Glasshalfull
Glasshalfull@Glasshalfull1·
@Carmensfella @ShareSocUK Such sad news. I was fortunate to meet Steve on several occasions & found him to be a lovely guy. A true gentleman. Condolences to friends & family 🙏🏻
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Glasshalfull
Glasshalfull@Glasshalfull1·
#SMRT ~Positive update with Group H1 revs +46% & recurring revs +49% YoY👇🏻 -@swipedon ARPU +44% & ARR +35% 👍🏻 -@spaceconnected flat in H1 but Evoko Naso now seeing billings ahead of expectation - A+K sales +36% YoY - Net cash £2.0m which is up marginally since April ‘22 (£1.9m)
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Glasshalfull@Glasshalfull1

#SMRT ~ AGM trading update in-line with @swipedon continuing to trade well with ARR & ARPU increasing (note: SO ARR growth est. of 30%+ in FY23); A+K with a strong start to year & revs significantly higher; Space Connect having best ever trading in May for Evoko after slow Q1👇🏻

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PerpetualValue
PerpetualValue@PerpetualValue·
MJ Hudson, #MJH raising minimum of 9.5m equity. Impressive company, however, the management has really stuffed the shareholders with their LTIP The Company was admitted to AIM on 12 Dec 2019 @ 57p. Placing at 30p. A loss of 47% However, management would get 10m, 19,5% dilution
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Glasshalfull
Glasshalfull@Glasshalfull1·
@vodkaquickstep Brilliant call Simon 👏🏻👏🏻👏🏻 Delighted for you & other holders such as @battlebus141 Lovely to see some good news for a change 😃👍🏻
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Glasshalfull
Glasshalfull@Glasshalfull1·
#OMIP ~ Positive H1 results with revs +13% YoY translating to a +39% uplift in EBITDA as op leaverage kicks in👇🏻Their catalogues were valued at £34.8m in April 2022 vs a current mcap of £15m. Well done to @MichaelInfante4 & his excellent team 👏🏻
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Glasshalfull@Glasshalfull1

#OMIP ~ FY21 results as per t/s. I considered #OMIP’s rights may be valued at 12* NPS (per July’21 tweet👇🏻) & delighted independent validation suggests that are worth 12.5* NPS or £34.8m👇🏻 Worth pointing out OMIP has net cash & Mcap only £13.3m …implying upside of c.150%

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Glasshalfull
Glasshalfull@Glasshalfull1·
#TPX ~ Strong FY22 results slightly ahead of the March t/s. Organic growth +16% & adj dil EPS +52% to 9.4p👇🏻 On a PER of 15. Look forward to @tamzinpiworld webinar midday Shares down (-50%) since Nov 2021. FY23 est to grow revenues to £97.8m (+22%) & adj EBITDA to £13.7m (+12%)
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Glasshalfull@Glasshalfull1

#TPX ~ In-line with previously upgraded FY22 estimates & also making 2 immediately earnings enhancing acquisitions👇🏻Signalling FY23 £100m run rate rev targets a year ahead of target👏🏻 @TPXimpact share price down (-35%) in last 3 months despite excellent operational performance👇🏻

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Glasshalfull
Glasshalfull@Glasshalfull1·
#GETB ~ Strong H1 results alongside an upgrade for the FY 😃 Lovely metrics with acceleration of ARR by +21% & ARPU +15% in constant currency. Recurring revs of 94% & GM’s at 90% while cash increased to £2.1m alongside a v positive outlook Well done GetBusy 👏🏻👏🏻👏🏻
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Glasshalfull@Glasshalfull1

#GETB ~ Nice contract win for subsidiary @VirtualCabinet_ with a top 10 UK accountancy firm👇🏻H1 results released on Wednesday against a backdrop of consistent Director buying, 93% recurring revs, growing ARPU & superb @MelloEventsUK presentation. Only valued at 1.4x ARR!!!

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Glasshalfull
Glasshalfull@Glasshalfull1·
#GETB ~ Nice contract win for subsidiary @VirtualCabinet_ with a top 10 UK accountancy firm👇🏻H1 results released on Wednesday against a backdrop of consistent Director buying, 93% recurring revs, growing ARPU & superb @MelloEventsUK presentation. Only valued at 1.4x ARR!!!
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Glasshalfull@Glasshalfull1

#GETB ~ Lovely to see the consistent Director buying over the last year. Yet another small purchase by CFO Paul Haworth @CfoGetbusy yesterday👇🏻 Look forward to seeing GetBusy present @MelloEventsUK in a fortnight

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Keşfet

@wasagoodboy @GrowthStocksUK @MGinvestor @battlebus141 @1James1n1 @patviera @honestandopen @equals__money