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conkers3.bsky.social @conkers3.bsky.social · 13h

$GOLD is currently @ $4,059 per troy oz.
Ytd #GOLD is🆙+53%✅

MT @financialtimes.com
Prices have doubled in less than two years as central banks stockpile bullion and investors pour in to gold funds on.ft.com/3VWQeRL

Gold price tops $4,000 for first time

Prices have doubled in less than two years as central banks stockpile bullion and investors pour in to gold funds

on.ft.com

conkers3.bsky.social @conkers3.bsky.social · 14h

#MARS 🆙+8%✅42.2p✅
✅Marston's, said it expects to report annual pre-tax profit higher than market expectations
✅As revenue management and efficiency initiatives lift margins despite slowing sales.
🤏 $MARS.L Like-for-like sales grew +1.6%

1

conkers3.bsky.social @conkers3.bsky.social · 14h

#RFX ❌-4%❌£3.725❌
MT @TickerOfficial
✅FY25 PBT slightly AHEAD of expectations.
✅Gold buying & jewellery retail segments strong ✅Pawnbroking loan book +8%
✅"The Board expects to open between eight and 12 new stores per year from FY26"
ticker.app/lse/RFX/rns/2025-10-08/Pre-Close-Trading-Update/4443C

conkers3.bsky.social @conkers3.bsky.social · 1d

#SHEL🆙 +1%✅ £27.79✅
✅Gas trading “significantly higher”
✅Oil trading “higher” Vs Q2
Renewables & Energy Solutions adjusted earnings are projected to be between $(0.2) bln & $0.4 bln

MT @proactive investor
$SHEL Shell expects broadly flat Q3 result tinyurl.com/2yuld7gv

Shell expects broadly flat third-quarter result

Shell PLC (LSE:SHEL, NYSE:SHEL) said a strong performance from its Integrated Gas and Marketing businesses means that third-quarter trading is likely to...

tinyurl.com

conkers3.bsky.social @conkers3.bsky.social · 1d

#BME❌ -13%❌£2.22❌
❌ $BME expects to report Group adjusted EBITDA (pre-IFRS 16) of approximately £198m in H1 FY26 Vs £274m in H1 FY25.
❌ $BME.L The Group adjusted EBITDA (pre-IFRS 16) is likely to be in the range of £510m-£560m for FY26.

RNS via @entrusttmf.bsky.social 👍

conkers3.bsky.social @conkers3.bsky.social · 1d

#GGP 🆙+9%✅£4.08✅
✅Greatland Gold $GGP delivered strong Sep 2025 quarter production results with 80,890oz Au & 3,366t Cu produced.
✅Cash grew $175m to $750m, with no debt.

1

conkers3.bsky.social @conkers3.bsky.social · 2d

$AMD 🆙+35%✅$223✅
✅Advanced Micro Devices & OpenAI have entered a strategic partnership to deploy up to 6 gigawatts of AMD's Instinct GPUs, starting w/ the MI450 series in late 2026
✅The agreement includes #OpenAI's option to acquire a 10% stake in #AMD

conkers3.bsky.social @conkers3.bsky.social · 2d

#ITM🆙 +7%✅85p✅
✅Ytd $ITM +138%✅ I hold $ITM.L✅
♻️Neptune V
✅ #ITMPower signed a FEED contract for a project which has been shortlisted in the UK's HAR2

Dennis Schulz, CEO, "We are delighted to have signed the FEED contract for yet another UK HAR2 project" www.londonstockexchange.com/news-article...

1

conkers3.bsky.social @conkers3.bsky.social · 2d

#TET 🆙+3%✅£2.825✅
Spot on @1james1n1.bsky.social "💰Offer increased from a derisory 260p to a mildly derisory 290p"

On Friday 10th Oct, I will ask the outstanding #RKW Fund Manager, Richard Staveley. As I'll be moderating the #AICShowcase UK equities panel he will be on👍

bsky.app/profile/1jam...

James @1james1n1.bsky.social · 2d

#TET.L - Takeover - offer raised

💰Offer increased from a derisory 260p to a mildly derisory 290p.
➡️"The Increased Cash Offer is final and will not be further increased" subject to the usual caveats.

❓Is this enough to get the deal done? Will be interesting to see how it plays out from here.

1 1

conkers3.bsky.social @conkers3.bsky.social · 2d

#HSS 🆙+51%✅10.95p✅
❌Reported a loss before tax of £130.3m Vs £6.9m profit in 2023
❌EPS -18.48p Vs +0.42p
❌Underlying EBITDA £50.5m Vs £54.5m
✅Net debt decreased by £14m to £97.6m.
✅Long-term commercial agreement with #SDY & the conditional sale of THSC www.londonstockexchange.com/news-article...

conkers3.bsky.social @conkers3.bsky.social · 2d

🔥 #TWINPETESINVESTING #Podcast 163: Mining for winning investments. #FRES #SRB #BRWM $FCX $WPM $XME #SLP #GGP #TGA #Dividends $GOLD #SILVER #COPPER The AIC Showcase🌟& Free tickets.

youtu.be/0VpwKcl4nhc?si=sFZr0wedVphimncd

open.spotify.com/episode/5vKJ0cVpiEOD5XERtvI8mX?si=I34pJTxiTtiDdxqSjK225Q

11 2

conkers3.bsky.social @conkers3.bsky.social · 5d

#TBTG 🆙+6%✅ £2.87✅
✅The Beauty Tech Group shares traded above their offer price of £2.71 on their London Stock Exchange debut, a positive omen for the city’s largest #IPO so far this year at approx. £300m
www.londonstockexchange.com/news-article...

conkers3.bsky.social @conkers3.bsky.social · 5d

#JDW❌ -4%❌£6.36❌
✅Prelim Revenue +4.5% to £2,127.5m
✅PBT +10.1% to £81.4m
✅ $JWD continues to outperform: In the nine weeks to the end of September, like-for-like sales rose 3.2%, compared with 0.5% for the industry as a whole
❌Net assets & Total shareholders' equity -9.86%
bsky.app/profile/1jam...

James @1james1n1.bsky.social · 5d

#JDW.L - Finals

➡️Rev up 5.1%, adj PBT up 10.1%, flat divi.
➡️Outlook: "anticipates a reasonable outcome for the financial year"
🙄Lots of complaints about taxes and a trip back to the 1970's even.

1

conkers3.bsky.social @conkers3.bsky.social · 6d

#MGNS 🆙+9%✅£47.95✅
✅"Significantly ahead of expectations"
😊Great to read that their niche within the construction sector is thriving👍
😊Wonderful news for $MGNS.L shareholders👍
bsky.app/profile/trad...

TraderMark72 @tradermark72.bsky.social · 6d

#MGNS TU. Expects FY to be Significantly Ahead of Expectations. Fit Out exceeding again, Order Book increased to £12.2bn, average daily net cash increased.

The old John Morgan under promise and over deliver 👍

conkers3.bsky.social @conkers3.bsky.social · 7d

#RNWH🆙 +4%✅£8.50✅
✅Renew Holdings plc delivered a FY performance in line with market expectations, achieving record revenues & operating profit for the financial year ended 30 September 2025
✅Outlook: Performance underpins the Board's confidence in the year ahead & beyond.
bsky.app/profile/stev...

Steve Markus @stevem1.bsky.social · 7d

Renew Holdings #RNWH.L FFY TU, record revenues and operating profit, expect to end the year in line with consensus, will have modest net cash, better than expected. Significant flexibility to take advantage of active acquisition pipeline. Record order book underpins confidence for 2026 and beyond.

1

conkers3.bsky.social @conkers3.bsky.social · 7d

#FEN🆙 +9%✅50p✅
Frenkel Topping shareholders are being offered 50p p/s in cash plus a contingent value right (CVR) worth up to an additional 10p, in a recommended #takeover by a Harwood-backed firm.
www.londonstockexchange.com/news-article...

conkers3.bsky.social @conkers3.bsky.social · 8d

📢The FTSE 100 hit a fresh record high of 9,350🎉
Some of my #FTSE100 compounders:
#AAL #AZN
#BEZ #BP.
#HSX #LGEN
#RIO #SN.
have been significant ytd contributors to this record high👍.
Whilst others have been laggards. Hopefully their intrinsic value will outperform soon👍 youtu.be/J5UgK_LqJUk?...

conkers3.bsky.social @conkers3.bsky.social · 8d

$CRWV 🆙+13%✅ $139✅

#CoreWeave will supply $META with as much as $14.2 billion worth of computing power, helping to further diversify CoreWeave’s business away from Microsoft.

conkers3.bsky.social @conkers3.bsky.social · 8d

#PAY 🆙+8%✅£7.31✅
✅ #PayPoint & International Distribution Services (IDS), owner of Royal Mail, are pleased to announce the next stage in their partnership through a strategic investment in Collect+.
✅ $PAY.L proposing to pay a 50p p/s Special Dividend
bsky.app/profile/1jam...

James @1james1n1.bsky.social · 8d

#PAY.L - Investment & Special Divi

➡️Royal Mail invest £43.9m in Collect+ business.
➡️Special divi to be paid to investors of 50p & a 12 for 13 share consolidation.
➡️Trading: "current trading remans in line with expectations".
➡️Liberum: "CY 26 P/E of 7.7x & ordinary yield of 5.9% are too cheap".

1

conkers3.bsky.social @conkers3.bsky.social · 8d

#ASC❌ -9.5%❌ £2.65❌
❌After ASOS the online fashion retailer warned that annual profits would be at the lower end of expectations, with weaker-than-expected sales overshadowing progress on margins and costs.
www.londonstockexchange.com/news-article...

conkers3.bsky.social @conkers3.bsky.social · 8d

#BILN❌ -20%❌£2.60❌
❌Taking $BILN shares back to levels last seen in December 2022

❌Billington CEO "The timing of profit recognition on certain significant contracts, ..will result in the recognition of margin later than was previously anticipated"

RNS📸 via @tradermark72.bsky.social 👍

conkers3.bsky.social @conkers3.bsky.social · 9d

#EPP 🆙+46%✅ 9.3p
✅ EnergyPathways MESH confirmed as project of national significance www.londonstockexchange.com/news-article...

conkers3.bsky.social @conkers3.bsky.social · 9d

#GSK 🆙+2%✅ £15.20✅
MT @financialtimes.com GSK chief Emma Walmsley to step down on.ft.com/4h5wghz

GSK chief Emma Walmsley to step down after eight years

UK drugmaker’s chief commercial officer Luke Miels will take over on January 1

on.ft.com

conkers3.bsky.social @conkers3.bsky.social · 9d

#SPSY❌ -17%❌ £1.595p❌
For 2026, Spectra Systems is projected to see slight declines in revenue & profits compared to 2025, with net sales around £50.83m & net income estimated at £10.5m. These forecasts are overshadowing $SPSY's positive interim results.
bsky.app/profile/1jam...

James @1james1n1.bsky.social · 9d

#SPSY.L - Interims

✅Rev up 54%, adj PBT up 130%, adj EPS up 85%.
➡️"the Company is on track to achieve record earnings and meet market expectations for the FY."
➡️Interim results arise from recognition of porgress on a large manufacturing contract plus several other contributors.

1

conkers3.bsky.social @conkers3.bsky.social · 12d

#BP. 🆙+1%✅£4.445✅
$BP.L shares are🆙>35%✅since their April lows✅
excluding dividends.
😊Significantly outperforming UK bonds & gilts👍
I hold👍

Brent Crude jumps above $70 per barrel and nears a 2-month high as rising geopolitical risk continues to fuel the rally in crude.