@SaeschInv profile picture
Saesch @SaeschInv

Investing is like Poker, it's all about managing odds and biases. Stay humble. Currently on an A-Z journey in UK Equity Markets.

Joined September 2021
  • Tweets 1,556
  • Following 202
  • Followers 2,127
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Saesch@SaeschInv
Mar 20
I recommend everyone to go A-Z. With this article I try to explain how I did it, what I found and why I think it was a valuable exercise. Link in bio or below.
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Saesch retweeted
Iggy on Investing
@IggyOnInvesting
Apr 28
It seems like to board of $CARD.L want to keep their job. Finally a buyback... At current price that will be super acretative.
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#VLX $VLX Volex set new 'medium-term' targets, as the 1.2B$ revenue and 9-10% adj. EBIT margin goals set in 2022 will be achieved. 67% revenue growth and 2% margin growth leads to a double over 5 years. Of course only on the same multiples.
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$VLX.L #VLX
Volex@Volex
Apr 7
We have today confirmed our intention to move to the @LSEplc Main Market by 4 August 2026, subject to FCA approval. We have also announced the launch of a £40 million share buyback programme. Read the full details here: volex.com/investors
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Saesch retweeted
Saesch@SaeschInv
Mar 20
I recommend everyone to go A-Z. With this article I try to explain how I did it, what I found and why I think it was a valuable exercise. Link in bio or below.
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I recommend everyone to go A-Z. With this article I try to explain how I did it, what I found and why I think it was a valuable exercise. Link in bio or below.
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Link: increasingodds.substack.com/…
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In case someone has any questions regarding my A-Z journey on AIM, about AIM itself, the process, ... let me know, I'll answer them in my wrap-up next week.
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One last time. 25 Tickers. Thanks to everyone who followed along. 646 covered companies in total, 39 parts. Link in bio or below.
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Link: increasingodds.substack.com/…
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The final part conintaining all the >20 last tickers will be out on Friday.
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$VUL.L #VUL is a recent IPO and early-stage, but one to watch. Overqualified management team for a 15m AIM company, at least on paper:
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5x watchlist today. We also come across #VLX. Even the tickers I passed on might be interesting: turnaround case, an wine retailer with a big buyback program and UK’s leading bathroom retailer. I’d say this is the best part of the whole series. Link in bio or below.
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Link: increasingodds.substack.com/…
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#UPR $UPR.L
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Today, a pharma distributor with over 50% market share in its home market, with ambitious growth plans and a good track record. #UPR Link in bio or below.
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Link: increasingodds.substack.com/…
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Two for the watchlist today, most interesting is a 120m company where a new share structure in a 5m EBITDA subsidiary suggests a potential sale. #TRT #TRU 🔗: increasingodds.substack.com/…
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$MACF.L #MACF 2025 results in line with revised guidance after the Pitreavie accident. Maintains dividend (5% yield), no M&A expected in the short-term. Expects continued challenging market, as usual. Focus on recovering Pitreavie and reduce costs. 2£m buybacks in 2026.
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$NORBT Norbit keeps benefitting from increased European defense spending.
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#TFW $TFW.L Thorpe might be one to watch for fans of family businesses
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