B Murray
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bee-emm.bsky.social
B Murray
@bee-emm.bsky.social
Private investor, UK small cap focus. Largest current holdings : #GAMA, #CPI, #PMI, #BOOT, #AVG, #WYN, #CAV, #HTG, #CHH, #ANP
I was up it a few weeks ago the day after the Mello investor conference in Chiswick, good views, lovely colour and very quiet when I was there
December 13, 2025 at 1:07 PM
typhoid epidemic 1964 Aberdeen
Introduction of comprehensive education
decimilisation
Biafra, the war between 1967 and 1970 and subsequent starvation of its people
joining the EC Jan 1973
October 11, 2025 at 6:29 PM
Yes, had a good sized holding in #PEB and held in 4 family portfolios. I have reluctantly reduced quite heavily over the last 2 days, having not top-sliced at all the last time it hit this level. I hope it was a poor decision to reduce, but I still hold a small position.
July 26, 2025 at 12:20 PM
I hold James. Had a large holding in 2023, sold out well, but bought back a smaller holding way too soon, which I've continued to hold for recovery. Discount to NTAV hopefully provides support at this level. I added a small amount last week, thinking maybe potential now for turnaround.
July 26, 2025 at 12:04 PM
So you'll be buying your one share in time for next year's AGM then Steve?😉
July 9, 2025 at 11:51 AM
That sounds very encouraging. Thanks for these updates, very helpful.
July 9, 2025 at 11:50 AM
Held,not continuously, since 2017, attracted to discount to NTAV and agree re potential benefit of relaxing of planning laws. Intrigued by shareholder register, attracted by the family angle. Solid balance sheet and decent dividend. Others concur re Stonebridge. Jealous re lunch. Chart encouraging.
July 9, 2025 at 9:15 AM
Thank you, Woody, every little helps😉
May 31, 2025 at 12:35 AM
I was looking at my watchlist on Sharepad this afternoon, seeing #IHC and #ITM rising and wishing I held a share that was making that kind of a move, then just after 4pm from out of nowhere my wish was granted #IGR. It's been a while ...
May 30, 2025 at 10:50 PM
Congratulations to all holders.
May 20, 2025 at 7:55 PM
How about GAMA? Not a day trade but tmrw is last day on AIM. Bn forced selling by funds which must hold AIM shrs. Now joining main index. Shld B in ftse 250 at end June and benefit from trackers buying. Buyback shrs cancelled, reducing no. of shares in issue. Gmn acq shld B pos. for profits this yr.
April 30, 2025 at 10:07 PM
Very short-term the UK indices will also be affected by selling to crystalise losses (plenty of those) before the end of this tax year, the last trading day for doing that being this Friday.
April 2, 2025 at 9:19 AM
I think so with significant growth from 2 German acquisitions to come in the next 12 months
March 25, 2025 at 7:53 AM
#GAMA FY '24 results inline. Main market listing from May 2nd
March 25, 2025 at 7:40 AM
But also holding too many microcaps, which have become value traps. Currently lost most of last year's gains :(. Another PW - from VANL- today. Hoping that some decent dividends and occasional M&A might support the portfolio this year.
March 13, 2025 at 8:27 PM
Fully invested, too slow to go to cash, top slice when poss, eg #ANP. Won't add cash to portfolio so increase cash via divvies. Strategy - hold quality/low debt/ & high % of mkt cap covered by cash/assets plus good div eg : SNWS, BOOT, WYN, PMI, IPX, GAMA, POLR, RWA, CHH, LGEN + + and 🤞for upturn.
March 13, 2025 at 8:18 PM
Well I'm afraid I don't see it as a positive step
February 14, 2025 at 4:39 PM
Since October though only declared today. So have they been adding to that 10% over recent days? There has been pretty high volume for the last few days.
February 14, 2025 at 2:08 AM
I am sorry to hear that. I hope you have a reasonably diversified portfolio to ensure others take up the slack. I hold #MPAC and #ANP which are currently helping.
January 17, 2025 at 1:50 PM