Simon Hedger 🇺🇦

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Simon Hedger 🇺🇦

Simon Hedger 🇺🇦

@vodkaquickstep

Private investor / Chartered Engineer - https://t.co/QHks0UadK2 Working towards quiet freedom & enjoying the journey.

Sussex, UK Katılım Ocak 2011
777 Takip Edilen3.3K Takipçiler
Simon Hedger 🇺🇦
Simon Hedger 🇺🇦@vodkaquickstep·
@CapitalPmh Certainly share Richard’s enthusiasm for Kooth #KOO and this is now a mid sized position for me having bought at low as 101.4p towards the end of March - adding to holding. The recent acquisition of Talkspace at 3x sales / 26x EBITDA is a potential reference point re: outcome.
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PMH Capital
PMH Capital@CapitalPmh·
#RKW #FTC #VANL #TET #EYE #RM. #TRB #KOO #FCH #MERC #CAPD #FSJ #VID #CPI In this investing masterclass, accomplished UK fund manager Richard Staveley of Rockwood Strategic and @harwoodcapital , takes me through his latest thoughts on the following: 00:00 Stock picking magic behind Rockwood’s alpha generation 02:05 Filtronic 10:35 Van Elle 12:10 Treatt 14:00 Eagle Eye 21:10 RM Group 26:05 Tribal 32:00 Kooth 38:05 Funding Circle 42:20 Mercia Asset Management 48:05 Capital Ltd 54:30 James Fisher 59:15 Videndum 67:05 Capita Published by @VOXmarkets youtube.com/watch?v=93fPj4…
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TM
TM@trevoramorris·
@rhomboid1MF you should see the money the CEO is on, including share options. What the remuneration committee is doing I have no idea.
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Rhomboid1🇺🇦
Rhomboid1🇺🇦@rhomboid1MF·
#SNX £1.5m is a hefty sum for this tiddler of a business to set aside for the EBT…pound to a penny that exec team bag the lion’s share of the booty
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James
James@1James1n1·
#LORD - Finals ➡️Rev up 8.3%, LBT of £5.2m, divi slashed by 38% ("scaling" of divi per EPS). ❌"Adjustments" of £8.0m only exclude the kitchen sink ➡️Net debt of £13.4m has reduced by 1-time WC improvements - is this sustainable? 🤔 ➡️Expresses confidence in "medium term"...
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Mr Deep-Value
Mr Deep-Value@mr_deepvalue·
There’s a software business trading like its largest contract is about to disappear and the entire company is heading for terminal decline. 25M enterprise value. 8M owner-FCF. That’s just 3.1x EV/FCF for a business with 99% recurring revenue, 96% retention rates and contracts embedded directly into public healthcare systems. NCAV 2.2. TBV 2.2. Meanwhile cash alone equals 46% of the entire market cap and there’s zero debt. The market sees customer concentration risk and slowing growth. The reports show a sticky, mission-critical platform compounding ARR, generating 80% look-through ROE and saving customers up to $12 for every $1 spent. You’re basically buying the cash pile and getting a highly scalable software platform for free.
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Simon Hedger 🇺🇦
Simon Hedger 🇺🇦@vodkaquickstep·
@1James1n1 So glad I stayed clear of this one - was slightly tempted at one point. Could still be a decent investment at some point 🤷‍♂️
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James
James@1James1n1·
#CTA I see the resignation of the previous CFO "with immediate effect" was a harbinger of bad tidings. #CTA reported a mix of (adverse) corrections & restatements y'day. "The Board has been concerned by the discovery of these prior period accounting misstatements" No kidding!
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JW 🇬🇧
JW 🇬🇧@FinanceTiger·
#GDWN jumped to £132 just before the close … up 6% today. Is there another takeover bid in the making …? 🤔
JW 🇬🇧@FinanceTiger

🥽 Just initiated a starter position in Goodwin PLC #GDWN. Here's why this quiet Stoke-on-Trent manufacturer deserves more attention IMO. Founded in 1883, family controlled, zero sell side analyst coverage. Two divisions: precision valves & castings for defence, nuclear & oil/gas, plus industrial refractories. What makes it unique? Near impossible to replicate. Long cycle mission critical components for naval defence & nuclear decommissioning. Switching costs are enormous. Customers don't shop on price, they shop on certification. The numbers back it up: revenue has grown from £127m (FY2015) to £220m (FY2025), and profit before tax from £20m to £34m, with operating margins expanding to 22.5%. ROE of 35%. Net margin 15.9%. All while paying a dividend, which has been put into question after two canceled orders which saw a huge share price correction. I've taken a small starter position. Watching the August results closely, if order book and margins continue to improve, I'll be doubling my stake. 🤞 £ 113.20

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Simon Hedger 🇺🇦
Simon Hedger 🇺🇦@vodkaquickstep·
@rhomboid1MF Nice progress! They certainly are busy on so many fronts. I’ve been a continual opportunistic buyer over recent months post TU 💪 #GDWN
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Rhomboid1🇺🇦
Rhomboid1🇺🇦@rhomboid1MF·
#GDWN amazing what progress can be achieved in a month or so …EASAT radar new facility is now complete…the views are 180 degrees apart…the latter pic was a couple of hours ago I’m pretty sure they’ll find a use for all that new space I hold Goodwin shares …not sure whether I’ve mentioned that before
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Simon Hedger 🇺🇦
Simon Hedger 🇺🇦@vodkaquickstep·
@rhomboid1MF Yes some concern as #VTY are one of their clients and #NEXS have been burnt before via Ilke Homes when they went tits up. Main competitors are the likes of MW Kelly, Knights and MDS Civil Engineering amongst others. Tamdown have very good long term relationships with client base.
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Rhomboid1🇺🇦
Rhomboid1🇺🇦@rhomboid1MF·
@vodkaquickstep Any concerns over Vistry exposure?…is Keller the competition or are there other players doing similar stuff?
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Simon Hedger 🇺🇦
Simon Hedger 🇺🇦@vodkaquickstep·
Nexus Infrastructure plc #NEXS interims tomorrow. I’ve got a modest holding acquired over recent months. Huge potential for Tamdown to deliver substantial profits vs current mcap but market sentiment is near rock bottom and geopolitics / inflation / Vistry wobbles isn’t helping.
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Simon Hedger 🇺🇦
Simon Hedger 🇺🇦@vodkaquickstep·
@twistednico Recent comprehensive Substack post by Hunting Baggerz and related stock pitch to Alta Fox may have piqued some interest in the US - also recent Sunday Mail tip; ongoing macro creating defence tailwinds etc. German naval contracts etc are some possibilities. #MSI
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The Secret DFM
The Secret DFM@twistednico·
#MSI whilst my #GDWN buy was terrible timing, getting in these at around £12 has worked so far 💪 Not sure what’s driven it to new highs? Haven’t seen any news 🤷‍♂️
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Brian Basham
Brian Basham@brianbasham·
Four considerations underlie every decision Trump makes: (1) Will it make me look good? (2) Will I make money doing it? (3) Will it make me more powerful? (4) And here’s the big one, Can I punish my enemies for doing it?
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Simon Hedger 🇺🇦
Simon Hedger 🇺🇦@vodkaquickstep·
I don’t tend to tweet much nowadays re: shares - something I’m hoping to correct in 2027. To generate some discussion, I have interims tomorrow from long term holding #SNWS and would be interested in views on the cost of diesel impacting them? This was flagged to me by another investor friend. Final mile is contracted out to self-employed drivers with their own vans but will still have an impact as contractors will ultimately demand higher rates. Warehouse distribution was trialed by mgt using EV’s but their own (small) fleet is primarily diesel. I’d expect fuel costs to be perhaps ~£25m a year or around 25% of distribution costs at a guess, but looking back at the 2022 fuel spike when diesel hit £1.90 it didn’t really impact the group, albeit it was only a temporarily spike… A longer term high fuel price could potentially hit them for ~£10m+ until they renegotiate contracts with the publishers, but some of these contracts run until 2029 before renewal. Given the Group’s solid cash generation none of this is going to break them but it’s a potential unwanted headwind. Look forward to any informed comments! #SNWS
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Korner Spors
Korner Spors@kornerspors·
La Masia'nın yeni ürünü: 𝐻𝑢𝑔𝑜 𝐺𝑎𝑙𝑑𝑒𝑎𝑛𝑜
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Keşfet

@CapitalPmh @harwoodcapital @VOXmarkets @trevoramorris @rhomboid1MF @1James1n1 @mr_deepvalue @FinanceTiger