Author | Lightnews

Dearg Doom @deargdoom.bsky.social · 22m

Some companies with RNSs out today at 7:00 a.m.

Date 28th October, 2025.

Dearg Doom @deargdoom.bsky.social · 1d

BioVentix #BVXP
Share Price: 1962p (-363p) -15.6%

The future is more measured in years. The plan is also to include Human diagnostics

Shareholders are disappointed with having a long wait for any substantially higher rewards later.

No position

Expect a low point over the next 12 months

Rethink!

Dearg Doom @deargdoom.bsky.social · 1d

Bioventix #BVXP
Share Price: 2325p (pre-open)

SP down 18%+ yesterday—some holders clearly jumped ship ahead of FY25 results.

China slowdown + cost-cutting headaches hit FY26 outlook. Revenue set to dip.

Once a rock-solid model, now showing cracks!

Not sure that a bottom can be found soon.

2

Dearg Doom @deargdoom.bsky.social · 1d

Georgia Capital #GCAP
Share Price 2520p (pre-open)

NAV/share: £36.59 (+7.9% Q3, +41.2% since Dec-24)

Total NAV: £1.26 bn | Portfolio value creation: £94 m

NCC ratio: 5.4% | S&P outlook: Positive

Healthcare acquisition: Gormed LLC

A Core Holding!
Letting time do the work!
Fairly Valued Here.

2

Dearg Doom @deargdoom.bsky.social · 5d

Inchcape #INCH
Share Price 742.5p (pre-open)

📈 Q3 revenue +7% YoY, +8% organic

🌍 Growth driven by strong markets & new contracts

🔁 FY guidance maintained; £250m buyback 💷 on track

🔮 Outlook: stronger H2 expected with EPS growth to outpace profit

SP recently rising in anticipation
A Core Holding

4

Dearg Doom @deargdoom.bsky.social · 5d

Netflix $NFLX
Share Price: $1116 (-10%)

Q3

The biggest hit came from a $619m tax charge in Brazil, which dragged EPS below forecasts despite record revenue.

Margins and operating income are also weaker than expected — shaking investor confidence.

High expectations met a hard reset.

No Position

1

Dearg Doom @deargdoom.bsky.social · 6d

I reduce some holdings to dodge an expected storm!

Timing is so difficult.

Ten days later, the sun’s still shining — and the market’s higher. 🌤️📈

Dearg Doom @deargdoom.bsky.social · 6d

Aberdeen Group #ABDN
Share Price 201.4p (pre-open)

PBT up 44% to £251m driven by cost cuts and gains from Phoenix stake.

Net outflows of £0.9bn show progress still fragile.

Rebranded to “Aberdeen”

Dividend held at 7.3p.

Profits improving.
Outflows a concern.

Fairly valued.
Worth a MT Buy.

1 4

Dearg Doom @deargdoom.bsky.social · 6d

Big Technologies #BIG
Share Price: 70p (-4.1%)

Was supporting mgmt but left with unresolved legal issues around Sarah Murray and the boardroom shuffle.

Not as confident that performance can recover strongly.

Expect earnings to be flat or slightly down.

I'm Left Holding!
Just below 80p.

Dearg Doom @deargdoom.bsky.social · 8d

Secure Trust Bank #STB
Share Price: 850p (-3.85%)

Increased my holdings by ~15%.

Some holders must've their homework done in earlier weeks to anticipate today's FCA troubles?

Seems #STB accidentally/unintentionally thrown into expanded recent FCA guidelines.

Patience will win out!

Dearg Doom @deargdoom.bsky.social · 8d

Secure Trust Bank #STB
Share Price: 850p (-3.85%)

#STB thought largely unaffected by FCA twists and turns.

Mgmt missed or misunderstood the size of potential liabilities. At least it is a once-off sum!

The worst is behind us — added a few more for the longer view.

Good value.
A Core Holding.

1 1

Dearg Doom @deargdoom.bsky.social · 11d

So, yes — markets wobble in October, but it’s also the month that often marks the end of a downturn and the start of the “Santa Claus rally.”

I had not noticed, but
Statistically, September in the USA is the worst month for returns.

1 1

Dearg Doom @deargdoom.bsky.social · 11d

Brookfield $BN
Share Price $44.45

A large conglomerate discount seems fair, given that assets and future earnings are priced for perfection. A forever bull market?

Property values appear inflated to meet targets.

Realising now, not one to buy and forget — risk hides in the fine print.

I Exited.

Dearg Doom @deargdoom.bsky.social · 11d

Always, a bit wary on those October days.

In anticipation, I like to increase cash levels beforehand.