Graham Neary

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... 🤔 🧵

@rhomboid1MF It's too small to hurt me any more!

@GrahamNeary I admire your clear sighted commentary on this holding of yours Graham….but can’t pretend to understand why you still hold it🙂

#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.

Added #ASAI to my personal portfolio on this most bullish day for UK stock-related news. Fingers crossed it's the next #IPF (but ideally not until I build a bigger position!). A very cheap, growing, geographically diversified international lender. Always do your own research.

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!

📈 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/daily-…

do I have any investing friends in Manchester?

🔎 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/earningsseason…

Please block and report @GrahamNearry.

🇬🇧 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/eating…

@ExpectingValue You have good instincts, just like Captain Evans did.

@GrahamNeary ... on second thoughts probably not, a little too eager

Planning my next moves!

@relativelyinte1 Agreed, I'd prefer if it didn't go through.

@GrahamNeary Dissapointed with the premium TBH Graham. I think IPF has a clear runway for exciting growth. Management's last presentation detailed this well and thus far we've seen good execution. I am surprised that management has recommended the offer at the price.

Glad I bumped up #IPF to 3% of the portfolio 👀