Parin

337 posts

Parin

Parin

@PChudsta

Katılım Ekim 2012
255 Takip Edilen125 Takipçiler
Parin
Parin@PChudsta·
Worth a read on Volex #vlx $vlx
Gaetano@crux_capital_

$VLX is my newest position > Sells the physical connectivity layer inside AI racks > High-speed copper interconnects, AEC/ACC/DAC cables, and rack-level power > Benefits as AI racks move from 400G to 800G to 1.6T Every speed jump creates a new cable, testing, and qualification cycle > FY25 data center revenue was $118M >FY26 data center revenue expected to roughly DOUBLE >H2 FY26 implied data center revenue is ~$149M vs ~$87M in H1 >FY26 revenue guide is at least $1.22B >Market cap is roughly $1.6B >Trades around 1.3x FY26 revenue guidance >Medium-term target is $2B revenue and 12% EBIT margin > That would be $240M of operating profit vs ~$1.8B current EV >Moving from AIM to the LSE Main Market NFA, DYOR

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Parin
Parin@PChudsta·
Worth a read #ENSI $ENSI
Paradis Labs@ParadisLabs

A few of you guessed correctly that company #2 that I started a position in was Ensilica ( $ENSI) Up 11.13% today. I'll do a proper thesis post this week, but at just £135M MC, they own genuinely scarce RF/mmWave/satcom IP. And are at a sovereign-supply chokepoint in the UK & EU industrial policy stack. Still kinda early in converting a multi-yr stack of NRE design wins into recurring royalty/supply revenue. Notably: $ASTS's AST5000 payload ASIC + a multi-chip win from a European satellite operator. Balance sheet has always been the factor preventing me in taking positions. But they did a raise in March (dilution) so are now sitting on some cash finally. As with any microcap, please conduct your own research.

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Parin retweetledi
David Burton ⭐️⭐️
David Burton ⭐️⭐️@DavidBurton1971·
👀 #REE : RARE. STRATEGIC. SCALE. 🚀 Monte Muambe delivering a JORC MRE — and it’s BIG for @AltonaRareEarth 👇 Well played @CedricSimonet 👏👏👏 🟢 Fluorspar: • 3.48Mt @ 20.6% CaF₂ • 716,000t contained • ~9.5 year mine life 🔵 Gallium (the standout 👇) • 11.73Mt @ 54.7 g/t Ga₂O₃ • 641t contained • One of VERY few gallium MREs globally 💥 Only <20% of anomaly drilled 💥 Potential >40Mt — serious upside 💥 No real global peer comparison This is frontier + strategic critical minerals exposure Fluorspar = cashflow potential Gallium = blue sky, high-value upside Early stage… but scale is already talking. londonstockexchange.com/news-article/R…
David Burton ⭐️⭐️ tweet media
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Parin
Parin@PChudsta·
@HaraldHadrada2 @ServalResources With it moving to AIM, surely it can't be an included? My assumption is that they've not factored in the move to AIM (I hope!)
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Parin
Parin@PChudsta·
@Woodywudpeck Love your strategy, clearly works well! 👏
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gin&pinklemonade
gin&pinklemonade@Woodywudpeck·
#ZEN One of the 'advantages' of buying for longer term & filing away under leave alone is you don't realise how it's been rising & getting tempted to sell Over a bag in 2 months not bad 😉😁
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Parin
Parin@PChudsta·
@Woodywudpeck Happy birthday!! Hope you have a great day!
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gin&pinklemonade
gin&pinklemonade@Woodywudpeck·
RNS ANNOUNCEMENT @Woodywudpeck is pleased to announce the completion of 60 years on this planet Sexy Sue at 60 has a great ring to it 😇 Here's hoping you all have uppies!
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Parin
Parin@PChudsta·
@HaraldHadrada2 Hats off, hard work and determination always pays off. I still need to sort myself out to find time to pick your brains.
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Harald Hadrada
Harald Hadrada@HaraldHadrada2·
Right i don't think ile do these after today as although its a diary its a bit braggy although would talk through bad weeks. All i have to do is get where i need to be in life not keep saying look what i did. But final trading diary is a good one £21, 613 taking PF above 150k
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gin&pinklemonade
gin&pinklemonade@Woodywudpeck·
🍾🍾🍾🍾🍾🍾🍾🍾🍾🍾 Can't quite believe it after all these yrs Ive just reached my target!!! I was >70% down a few yrs ago got back to B/e & now achieved my target Im chuffed with myself. Been a very hard journey but I adjusted & kept going hard bit now is what do I do next?
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Harald Hadrada
Harald Hadrada@HaraldHadrada2·
Round up £2483 on trades completed. PF up much much more on holds. Only F up TOO was so positive but PR killed it for me. Good people in and right news it goes big.
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Parin
Parin@PChudsta·
@Woodywudpeck That's pretty damn good! Are these your own pies or copies of others pies?
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gin&pinklemonade
gin&pinklemonade@Woodywudpeck·
Quick update on my experimental trading 212 pies I set up 6 months ago. My tracker drip fund is up 24.3% My US almost daily Divi ( at least 15 dividends paid each month so far). Is up 13.4%.
gin&pinklemonade tweet mediagin&pinklemonade tweet media
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Harald Hadrada
Harald Hadrada@HaraldHadrada2·
Right im off absolute superb week got in quite a few of the shitball movers but not at start who or what boiler room was making them m bag i dunno, but pre empted 4 and got one wrong plus very solid trading and PF flying on RBD long but on trades closed £20,867 Roll on Next week.
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Parin
Parin@PChudsta·
@HaraldHadrada2 Cheers, I'll take you up on that some point in the new year. Will DM you.
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Harald Hadrada
Harald Hadrada@HaraldHadrada2·
@PChudsta Anytime you’d like a call feel free give me a nudge as there is another horrid side to full time on bad runs. It really is a game of extremes.
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Harald Hadrada
Harald Hadrada@HaraldHadrada2·
Starting number £5680. First column weekly win or loss second overall third average so this weeks not in as Friday but it’s at 2500 at mo so 13 grand shy of 3000% in 37 weeks Wk 10 12 was the va va boom. From lowest I’ve ever been ever to Im back & rules in place to stop the yoyo
Harald Hadrada tweet mediaHarald Hadrada tweet mediaHarald Hadrada tweet media
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Parin
Parin@PChudsta·
@Woodywudpeck I'd also recommend HL, no transaction fees and good access to stocks, funds and ETFs. I'm sure you're gonna have better picks than me, but the HSBC All World fund is a good one to invest and forget.
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gin&pinklemonade
gin&pinklemonade@Woodywudpeck·
Looking at a #JISA for my 2 yr old granddaughter to pay monthly into & just forget & leave..any ideas would be greatly appreciated Taa muchly xx
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BigGib
BigGib@BigGibUK·
#EPP some amazing research getting laid into the Energy Pathways Telegram group 🤯🤯🤯 Some excellent work from @Belcourtoi @LeventsAim23 @RedditDeluxe Don’t think we see sub 7p for much longer and we can look forward to 20’s being a new base for the stock.
GIF
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Parin
Parin@PChudsta·
@wa7ermelon Anyone know of any alternatives?
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Watermelõn 🍉
Watermelõn 🍉@wa7ermelon·
Vox Markets will start charging for RNS alerts...
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Parin
Parin@PChudsta·
@nationalrailenq Own your post here! x.com/nationalrailen…
National Rail@nationalrailenq

🎟️#WelwynGardenCity - LNER customer advice: You may use your ticket at no extra cost onboard the following services: - CrossCountry between Sheffield / Doncaster / Leeds / York and Newcastle / Edinburgh - East Midlands Railway between London St Pancras International and Leicester / Sheffield - Great Northern / Thameslink between London Kings Cross and Stevenage / Peterborough You may use your ticket dated today (Thursday 18 July) to travel tomorrow Friday 19 July.

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National Rail
National Rail@nationalrailenq·
🎟️#WelwynGardenCity - LNER customer advice: You may use your ticket at no extra cost onboard the following services: - CrossCountry between Sheffield / Doncaster / Leeds / York and Newcastle / Edinburgh - East Midlands Railway between London St Pancras International and Leicester / Sheffield - Great Northern / Thameslink between London Kings Cross and Stevenage / Peterborough You may use your ticket dated today (Thursday 18 July) to travel tomorrow Friday 19 July.
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Parin
Parin@PChudsta·
@nationalrailenq My ticket was for train that has been cancelled for Leeds. Your post states the below. I'd like to know if I can get on any train tomorrow? You may use your ticket dated today (Thursday 18 July) to travel tomorrow Friday 19 July.
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National Rail
National Rail@nationalrailenq·
@PChudsta Hi there, is your ticket valid for travel today and not tomorrow please?
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Keşfet

@ServalResources @AltonaRareEarth @CedricSimonet @HaraldHadrada2 @Woodywudpeck @elonmusk @BarackObama @taylorswift13