Gary Jordan

@reb40 They had a 250p bid last year which Tosca, as shareholders, helped vote down. I’ve been under water some time on these so at least i should get out in profit 😁

#SPI Tosca break cover with a potential offer of 250p for Spire As the 2nd biggest shareholder they should know the business well Well done to shareholders as I didn’t believe they’d find a buyer

@reb40 Agreed, I did the too. That said I did the same with RR. And regretted it ever since 🙄

#FTC Somewhat controversial but I trimmed 25% of my holding in Filtronic on Friday at 380p Having first bought at 35p it’s (& excuse the pun) been on a bit of a rocket 🚀 recently While I’m a fan of letting your winners run there’s no harm in taking some profit along the way 🤞🏼

@reb40 Keystone Law. I saw that one, thought about it then didn’t buy. directors buying too recently

Mystery Share #2 I took a risk buying in pre last FY weeks results as the chart looked to be turning up Luckily it paidq off & I added Market cap £170m Stockrank 75 Passes 5 stockscreens too Adjusted PBT featured my favourite expression ‘ahead of expectations’ & guidance ⬆️

@reb40 Team Internet TIG. Cheap but risky

What got me interested is the potential sale of 1 of its businesses for in excess of its market cap👀 Interest is at “materially in excess of the Company’s market capitalisation” ~£120m The risk is it may fail Debt £70m needs sorting (& say is underway) Trading inline Guesses?

Mystery Share #1 recently released an intraday RNS which looks to have slipped beneath the radar Market Cap £80m Shares -54% over 1 year so its very unloved Saaspocolyose affected despite sticky revenues

@CapitalPmh Wont listen to your share advice the morning after!

What a fantastic 1st night hangover. After travelling on a 'stag/hen do' packed Ryanair flight from Brum yesterday - Anne & I finally arrived at our AirBnB accommodation in Plac Nowy, Krakow around 9pm. Given the city's great reputation, we then decided to try our luck at a local cocktail bar blaring out '80s music. Great call. 4 hours, 1 double Prosecco, 1 glass of wine and 3 rounds of Cherry Spritzers & Expresso Martinis later - we stumbled back to our flat happily entertained. All for 265.5 złoty too (or £55).

@reb40 Quite brave additions 😁

I realise that global events may mean this doesn’t last but I’m happy to be back in positive territory YTD A good week +4.7% to be +3.9% YTD ⭐️ #MSI #AMS (with potentially more to come) #FTC $DNN 🐶 $IMO Trimmed a few #HTG to add to #FTC + a few #OXB See some of you at Mello

@reb40 Im +10% ytd thanks mainly to a large position in LUCE, which still has value left in it. However next week opens gloomy again thanks to Iran war negotiations

A second positive week +2.9% & almost (but not quite) back in the black for the year -0.8% ⭐️ #GDWN #GAW #GHH #OSB 🐶 None 🤯 Added a few more #CRW & bought back an old flame in #BVXP pre this weeks ex dividend Markets remain tempestuous so hope everyone is holding up ok

@reb40 Its a one bagger for me. Very punchy pe but hoping its good enough to go further. What do you think?

#FTC Nice £6m contract win with a mystery US customer for its amplifier technology Bolsters the order book & a useful diversifier I hold (though the shares have been on a bit of a 🎢 of late)

@PerpetualValue @rhomboid1MF Yes if you’d invested over that time period but not if your money went in recently. What about those who bought this morning before they put out a ‘late’ RNS?

Despite today's move Goodwin #GDWN is still up 82% in 1 year and 292% in 5 years Massive respect for the dedication, concentration and fabulous in-depth research of @rhomboid1MF It shows that investing in quality family companies with skin in the game delivers on the LT

@DominicFarrell Yes though the big bandwidth falls away quickly elsewhere in the house and barely reaches outside

@reb40 I agree, bought stock, order book and brand with a long list of customers. Sounds like a steal for that price, which is why the shares have bounced today despite a profit warning.

#W7L Acquisition of Barry M from the administrators for £1.4m looks a good buy for Warpaint Revenues of £14m are decent but no other financial metrics given Funded from W7’s cash pile (which is why it’s always nice to have a bit of cash lying around for when there’s a sale 😉)

@reb40 Hope so, Long term suffering holder 🙄

#VCT It’s early days for newly arrived CEO James Routh but with the shares down -40% over the last year he’s got his work cut out No short term fix likely “we will unlock Victrex's potential and better position the company for sustainable growth over the medium to longer term”🤔

@RebelHQ @DrChrisParry Gifts from Lord Alli, Mandleson, farm tax, pension raid, winter fuel, it goes on and on

I've been that suspicious of him for over a year. He hasn't done one thing that was in the interest of the British people. Got rid of the Rwanda scheme and helped flood us with illegals. Clamped down on free speech. Gave our money away around the world. Paid the EU to take more from us as an independent nation. Digital ID to watch us. Trying to ban social media. Buying tons of solar and wind equipment from China and energy from overseas while destroying our north sea supplies. Allowed China to have it's huge spy centre in London. Giving away the Chagos Isles at a £35bn cost to the tax payer when we don't have to do this is the icing on the cake though. How is this b'tard still running the country?

I'm so suspicious of everything that Starmer does now that I'm concerned that he is trying to rush through the Chagos betrayal with President Trump so that he and his gangster legal friends can collect a fat pay-off once he resigns.

@RebelHQ I’d remember $75 never mind $75,000

How is it Labour gave the to US government job of US Ambassador to Mandy, a guy whose memory is so bad he cannot remember being paid $75. I'd remember and most people would. Why was it applauded that Andrew was forced to give up his title but Mandy keeps his?

@patviera @Trader__007 You did well but people that follow your ideas should know that company is the definition of highly speculative

#Insg I’m still long . Bought at 12.5p sold at average c35p . Revisited and got original position now . Not usually wrong to back @richardbernstein Also like the new appointments . Plus back into buy zone.

@RebelHQ Not 💯 sure of that Rich, LUCE have lower pe, higher sales & margin. Recent doldrums on sp maybe about to change after today’s update. DIA have already arguably reduced in value thanks to recent strength. Both good companies not direct comp, but my spare cash would go on LUCE

#LUCE exceeds expectations - read across to #DIA who are on far better margins and better quality sales?

@RebelHQ Don’t lose the faith Richard, idiots can rise high, even to government. Your research and insights are appreciated by many

Sometimes I truly worry about some people who invest in the stock market

@reb40 Gooch & housego

For those who want to play: Mystery Share £180m market cap AIM listed Technology sector A bit of a hidden gem for its growing defence & aerospace business Moving contract production of lower margin product overseas Debt £43.9m due to bolt on acquisitions Clue: 👁️✈️ Guesses?

@reb40 Directors sold a lot in 2023 at 320p, near an all time high before it came down a lot only buying back in last year at 250p. Seems to me they voted with their wallets

#KITW Another Day Another Takeover Bid This time for Kitwave at 295p The shares closed at 221p last night Given they were over 300p in 2025 this doesn’t seem overly generous (unless I’ve missed something) 🤷🏻‍♀️

@RebelHQ Hold on, he might give us an even better one very soon

I think we should all thank Trump for today's buying opportunity he has created😉