Co-host of the Twin Pete's Investing Podcast and writing about my journey #Investing in #Stocks. Also present on Bluesky @htviolaheir.bsky.social

Joined May 2012
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🌟 #TWINPETESINVESTING 181 now live! 🌟 Tune in to hear @conkers3 and I discussing non-tech #AI investing opportunities including $CEG #SIE #CNA #NG. #RPI #SGE #CCC and more! Please remember to like, subscribe and comment 🙏 youtube.com/watch?v=RlmGnmRZ…
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Henry Viola-Heir retweeted
My sincere apology to those of you sending me Private Messages/ DMs on X. As I CAN NOT currently access DMs / them due to an ongoing X ISSUE! Please use open X posts to contact me or WhatsAPP in the interim. Until X fixes the issue. Thank you.

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Henry Viola-Heir retweeted
#PCTN🆙 1%✅72.8p✅My takeover arbitrage play - Prelims $PCTN NAV £522m = £1.02 p/s - PBT £25.9m, or 5p/s - Total return of 6.1% Analysis shared on the #TwinPetesInvesting podcast 179 from 7:53 seconds. Wrt #LMP & #SREI Proposed Offer at 78.2p p/s @whu32 x.com/conkers3/status/205524…

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The old @LSEGplc portfolio functionality is being discontinued from the 20th June but is being replaced by the rather whizzy (and free) "SparkLive" (sparklive.lseg.com). Well worth taking a look as it combines RNS updates with company events!

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Henry Viola-Heir retweeted
#CAML Central Asia Metals Trading Update and Outlook investegate.co.uk/announceme…
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Henry Viola-Heir retweeted
🎉Huge congratulations to🙌@battlebus141 @KevBuschhold @entrustTMF @Ronmarkets & all #TATE shareholders🙌on the 58.7% premium takeover @ £6.15 p/s 👏Kudos to @HTVIOLA🙌for recommending $TATE as a #TwinPetesInvesting podcast research idea @ <£3.95🙌in Nov. x.com/conkers3/status/198927…

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Henry Viola-Heir retweeted
I really enjoy your knowledge about the origins of pubs. Truely unique and of great interest. I impress my wife (sometimes) with stealing a bit by talking about Nordic marble but when I’ve have a drink I forget the details! 🥴
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Henry Viola-Heir retweeted
Morningstar warned SpaceX was "significantly overvalued" and estimated its fair value at $780bn, less than half the $1.75tn-$1.8tn target in next month’s flotation. Its analysts cited regulatory & technical hurdles & also untested AI economics. finance.yahoo.com/video/morn…
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Henry Viola-Heir retweeted
Really informative guys. Hadn’t heard of Winterflood WRAP before; really innovative. Signed up already. Also like the fact that Joe loves Investment Trusts as much as I do.
🔥#TWINPETESINVESTING #Podcast 180: A CAPITAL MARKETS & RETAIL ACCESS MASTERCLASS with JOE WINKLEY, HEAD OF CAPITAL MARKETS at WINTERFLOOD. #InvestmentsTrusts #Stocks #Gilts #Bonds $MRX #Investors #Ai &.. conkers3.com/twin-petes-inve… open.spotify.com/episode/1e3… youtu.be/x4pRlAgpFt4?si=IqCz…
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Central Asia Metals (#CAML) is acquiring Cygnus Metals Limited in an all-share deal valuing Cygnus at ~A$232m. Cygnus shareholders receive 0.06 new CAML shares per Cygnus share.
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Short term, some income-focused investors may dislike the increased development risk and dilution. But if management executes well, this could materially improve #CAML’s production growth and copper exposure over the next decade.
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I continue to hold, but the question is now whether #CAML can successfully transition from being mainly an operator of mature assets into a credible developer of large-scale future copper production.
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