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⎐كُـود⎐كوبِون⎐خـِصم⎐ ⎐ايهرب⊴ ايهيرب⎐ ⊵GCA5893⊴ ⎐نون⎐ ⊵S3Q⊴ ⎐نمشي⎐ ⊵AABN⊴ ⎐ليـفل▬ شـوز ▬لفيل▬ ⊵AAA127⊴ ⎐بلومنغديلز▬بلومينغديلز⎐ ⊵SAR⊴ كارديال A004 ⎐ريف للعطوور⎐ ⊵A004⊴ *** any where dFcH
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MrC's Smallcap Sweep. Ultra-prime neighbourhoods found in London. Mathematicians flock to new area. 𝗬𝗡𝗚𝗔,𝗜𝗜𝗚,𝗔𝗣𝗧𝗗,𝗣𝗬𝗖,𝗛𝗦𝗣,𝗦𝗢𝗟𝗜,𝗧𝗛𝗥𝗨,𝗠𝗢𝗧𝗥,𝗗𝗙𝗖𝗛,𝗤𝗕𝗧,𝗙𝗦𝗧𝗔,𝗞𝗢𝗢,𝗦𝗩𝗡𝗦,𝗠𝗣𝗔𝗟 Read it at paulypilot.substack.com
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Replying to @andrewdc208
#APTD FY revenue -7% adjusted op profit 1% #CBG Motor finance redress estimated cost c.£320m Vs pro £294m provision #DFCH Q1 ve, new loan origination 23% #HSP £10m cash inflows from Tungsten West
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#AT. #JET2 #TEP #TRN #MCG #BRCK #VTY #SPI #GLE #TRCS #CRW #GAMA #TBTG #MONY #PETS #PAY #FRP #MERC #BRK #DFCH #GDWN #IPO In this fascinating interview, accomplished professional UK investor & ex fund manager Scott McKenzie takes me through 22 stock ideas, including: 00:00 Outlook for equities given geopolitical turmoil 03:20 Scott’s investment approach 04:45 Ashtead Technology 08:15 Jet2 12:15 Telecom Plus 17:05 Trainline 21:55 Mobico (formerly National Express) 23:10 BRCK (formerly Brickability) 28:20 Vistry 35:30 Spire Healthcare 37:50 MJ Gleeson 42:00 Tracsis 45:50 Craneware 49:30 Gamma Communications 53:45 Beauty Tech Group 58:35 MONY/Moneysupermarket 63:50 Pets At Home 67:15 Paypoint 71:20 FRP Advisory 73:45 Mercia Asset Mgt 78:10 Brooks MacDonald 81:40 Distribution Finance Capital Holdings 83:50 Goodwin 85:45 Favourite stock idea for next 12 months. IP Group Published by @VOXmarkets youtube.com/watch?v=tCjompWZ…

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MrC's Smallcap Sweep. Blackbird sings usual song, does not attract profits 𝗕𝗜𝗥𝗗,𝗙𝗨𝗠,𝗧𝗡𝗗,𝗔𝗣𝗡,𝗣𝗣𝗛𝗖,𝗗𝗙𝗖𝗛,𝗥𝗧𝗖,𝗣𝗘𝗡,𝗠𝗘𝗚𝗣 My report will appear on today's Small/Mid Caps with Paul Scott. Subscribe at paulypilot.substack.com
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Replying to @andrewdc208
#APN HY adj ptp 53.7% #CHRT AU$21.7m satellite comms contract #DFCH FY adj ptp 26% #PGH new strategic partnership with Simplyhealth #RTC FY flat #SPI Bridgepoint and Triton discussions terminated, ongoing with other parties
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#DFCH an interesting niche lender londonstockexchange.com/news… ..there are a lot of competitors stepping back from inventory finance to dealerships which creates an opportunity for what looks to be a very well managed business
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Video | DFCH | DF Capital | Full Year 2025 Results Overview DF Capital CEO, Carl D’Ammassa provides an overview of the company’s results for the year ended 31 December 2025. 📺Watch here: progressive-research.com/vid…
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News buys yesterday: #DFCH (Distribution Finance Capital Holdings) #BIG (Big Technologies) $NICU (Magna Mining) (COPPER) $HCH (Hot Chili) (COPPER) $REG (Regulus Resources) (COPPER) $ARG (Amerigo Resources) (COPPER)
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#DFCH Distibution Finance Capital MC 94M Adjusted Pre Tax Profit 17,5M Growth 20% per year SP 58,40p Tangible net asset value 75p Ambitious targets to 2030 What is not to like?
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AIM movers: - GenIP #GNIP - Bradda Head Lithium #BHL - Anglo Asian Mining #AAZ - Diaceutics #DXRX - Distribution Finance #DFCH - Tern #TERN - Artemis Resources #ARV - Caledonia Mining Corporation #CMCL - AB Dynamics #BDP - Character Group #CCT - Cerillion #CER - Origin Enterprises #OGN - Premier Miton #PMI - RWS Holdings #RWS
AIM movers: Anglo Asian Mining copper production record and Tern loses investment ift.tt/owSnqxZ
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MrC's Smallcap Sweep. Another Tern for the worse 𝗧𝗘𝗥𝗡,𝗗𝗕𝗢𝗫,𝗚𝗬𝗠,𝗗𝗙𝗖𝗛,𝗙𝗜𝗡,𝗕𝗢𝗢𝗠,𝗙𝗢𝗫𝗧,𝗥𝗪𝗔,𝗣𝗘𝗕𝗕,𝗗𝗫𝗥𝗫,𝗔𝗠𝗦,𝗔𝗕𝗗𝗣,𝗘𝗦𝗡𝗧,𝗖𝗔𝗕𝗣,𝗛𝗦𝗪,𝗧𝗥𝗨,𝗠𝗣𝗔𝗖,𝗟𝗜𝗞𝗘 See paulypilot.substack.com
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Distribution Finance Capital Holdings plc #DFCH Share price 55.00p (pre-open) Management delivers on objectives: ​Record lending >£1.8bn ​Cost-to-income ratio 57% ​Loan book up to £846m A solid addition to any small portfolio. A lucky few might get in early for a bargain buy.
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Replying to @andrewdc208
#AAZ Q4 Cu prod 94 qoq #ASHM AUM $52.5m 8% qoq #DXRX,#NBB ahead #DCC £42m acq UGI Int liquid gas businesses #DFCH FY ahead adj ptp up 22 % #FOXT FY flat, acq #MAB Q1 lfl 4.5% #PEBB,#SRB inline #PMI Q1 net outflow £870m #RWA Q4 fee income -14% #SAFE FY NTA 1129p 3.5% #SDR ve
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#AAZ Q4 Cu prod 94% qoq #ABDP,#ABDX,#AMS,#ESNT,#HSW,#LIKE,#MPAC,#OXIG,#PEBB,#SRB,#SVS inline #ASHM AUM 8% qoq #BOOM,#CABP,#DFCH,#DXRX,#NBB,#TRU ahead #DCC acq #DNLM warn #FOXT acq FY flat #MAB Q1 lfl 4.5% #PMI Q1 outflow £870m #RWA Q4 fees -14% #SAFE NTA 1129p 3.5% #TW. mixed
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#DFCH Distribution Finance Capital Holdings FY TU & Targets, Record £1.8bn lending ( 27%), loan book £846m ( 27%, ahead)), adj PBT ≥£17.5m ( 22%), TNAV 20% to 75p. Asset finance launched, 2030 targets: loan book >£1.5bn, ~20% ROE, 10–15% TNAV growth, with buybacks/dividends.
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UK companies in the news today: #ABDP #ABDX #AMI #ASHM #BOOM #BRK #CABP #DBOX #DCC #DFCH #DNLM #EKF #ESNT #FOXT #FSTA #GNIP #GPE #IGR #LIKE #MAB #MPAC #OXIG #RAT #RPI #RWA #SAFE #SDR #SVS #TRU #TW #ULTP Head to Sharesify.com for news, views, research and more:
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31 Dec 2025
2025 Portfolio Return 30.6% 😃 from a mix of UK & US positions. Top 15 $PLTR #VANQ $RKLB #CNC #GDWN #LINV #FCH #COST #CPI $AMZN $NVDA #DFCH #OXB $CIFR #YCA followed by another 30 positions (mostly not significant one way or other) and a handful of funds. Happy New Year
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