This 👇

Interesting observations Simon and I’ve also been adding - despite Wise not being my typical sort of investment, it seems like a force to be reckoned with and having used their services for quite a few years now I’m impressed. #WISE

Great to have attended @MelloEventsUK this week despite feeling a bit under the weather. Not a drop of 🍷 consumed! Lots of familiar faces to talk shop with and great to listen to various companies plus fund managers such as Richard Staveley and Chris Mills. Recommended ✅

Want less of something? Tax it. How many more examples of this does this government of twits need?

Look forward to doing the DGR tomorrow in the Surrey Hills 🏍️ 😎

Of interest to #MSI and #GDWN shareholders 👇 media.defense.gov/2026/May/1…

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.

Is this a clue regarding the likelihood of the California contract renewing, at least in some form… If not, it seems an ill-timed recruitment drive 🙂 #KOO 👇

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

Of interest to #MSI shareholders 👇

💯✅👇

Can’t beat starting each day with a n early 🐶 walk and this 👇🤓

Of interest to #SNWS shareholders: pinionnewswire.com/press-rel… £10m profit target tallies with the recent LTIP which I recall has a £7.5m target. Courtesy of Jeff H on ADVFN 🙌

Nice to see @ShoreCapital have initiated a note on #MSI albeit no forecasts just yet. Whilst it’s my 2nd largest holding I’m a little conflicted as short term (12m) performance may be underwhelming, yet longer term (24-36m) the outlook continues to look v promising. Patience!

Wise words from the sage 👇

This is quite something - a few errors but the most comprehensive research piece I’ve seen yet on #MSI - highly recommended reading 👇👏👏

As a new #NEXS shareholder this is good to read. 👇 Recent bid interest for #VANL adds another dynamic to the investment thesis.

And pleased to hear that @kooth_plc will be @MelloEventsUK in June in London so I’m looking forward to catching up with mgt then. #KOO

Thought for the day 👇✅🙂

I’m not a LBC fan particularly as like most media outlets they like to dramatise, but this interview truly is a disgrace. I’m highly embarrassed and genuinely concerned at the state of our military, particularly given events since 2022. We really are in a desperate situation. 😮‍💨