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conkers3.bsky.social
@conkers3.bsky.social
Founder & co-Host of the FREE educational investing podcast: The #TwinPetesInvesting podcast https://open.spotify.com/show/2G8k3SUL72PyvO2xfSuz5j?si=a7392eed60884912

I am mainly here for investment/ shares trading & stock market chat , plus some laughs.
Brookfield and Singapore’s GIC agreed to a binding deal with National Storage REIT $NSR to buy the Sydney-listed firm for around $2.7 billion / approximately A$4 billion

$BAM
December 8, 2025 at 1:49 PM
#CRH🆙 +6%✅ £96.12✅
$CRH , the building materials giant, is set to be added to the S&P 500 index later this month, marking a major milestone in the firm’s US expansion.
December 8, 2025 at 12:17 PM
#AURR🆙 +7%✅72.5p✅
$AURR announce the launch of a new international licensing & hub programme to support its global growth strategy. To accelerate market adoption, enhance recurring revenues & enable international scaling without significant new capital or shareholder dilution.
December 8, 2025 at 11:27 AM
#BYG ❌-5%❌ £10.12❌
@bloomberg.com Blackstone abandons its potential bid for UK self-storage landlord Big Yellow Group
December 5, 2025 at 9:42 AM
#ITM❌ -4%❌69.5p❌
Trading update:
Revenue of £18m
❌Adjusted EBITDA loss of £11.9m
✅Cash at the end of H1 of £197m

FY26 guidance remains unchanged:
✅Revenue expected between £35m & £40m
✅Adj. EBITDA loss in the range of £27m to £29m
Cash at y/e in the range of £170m to £175m
December 4, 2025 at 9:24 AM
#SMIN 🆙+2%✅£24.88✅
Vs my $SMIN buy @ £13.70 Vs my SOTP valuation of >£18.

$SMIN.L sell its security screening division, Smiths Detection, to funds advised by CVC Capital Partners for £2 billion. Following the agreed sale of its Interconnect arm in October. The 2 transactions = value of £3.3 billion
December 3, 2025 at 9:47 AM
#BMY 🆙+3%✅ £5.11✅
Google & Bloomsbury Strategic Collaboration.
President of $GOOG in Europe, Middle East & Africa, said: "This collaboration demonstrates how Google Cloud's advanced AI capabilities,..can empower leading organizations to transform..."

RNS📸via Jim Wall on X
December 3, 2025 at 8:36 AM
#PEG 🆙+30%✅9.75p✅
✅Petards the AIM-quoted developer of advanced security, communication & surveillance systems, announced that its subsidiary, Petards Joyce-Loebl (PJL), has been awarded a £2.2 million contract by Rheinmetall BAE Systems Land Limited (RBSL)
December 2, 2025 at 10:17 AM
#CLI CEO, "With 2025 representing a peak year for debt maturities, we have successfully refinanced or repaid the £373 million due, further strengthening our balance sheet and delivering a more evenly spread debt profile for the years ahead"

RNS 📸via @entrusttmf.bsky.social 👍
December 2, 2025 at 8:06 AM
#AAL🆙 +2%✅ £29.13✅
$BHP group offered around £40 billion / $53 billion (£34 p/s) in its now-aborted attempt to acquire Anglo American Plc ( $AAL.L) , according to people with knowledge of the matter. #BHP

My🧮Intrinsic value investing strategy👍I continue to hold AAL shares👍
December 1, 2025 at 12:16 PM
#PEEL 🆙+1.4%✅£1.065✅
#PeelHunt was discussed in #TwinPetesInvesting podcast 165

MT #TickerOfficial
$PEEL HY results:
✅Group revenue up 38.3% to £74.4m
✅PBT skyrockets 858.3% to £11.5m
✅Execution Services shines with a 56.8% increase.
✅Net assets grow to £100.7m
ticker.app/lse/PEEL/rns...
December 1, 2025 at 11:08 AM
#SOLI 🆙+3.5%✅ £1.475✅
MT #TickerOfficial
✅$SOLI H1 revenue up 38.6% YoY to £85.7m
✅PBT rose 216.6% to £3.8m
✅Adjusted PBT up 96% to £4.9m
✅Order book at £87.3m, +14% YoY.
👍Interim CEO appointed. ticker.app/lse/SOLI/rns...
December 1, 2025 at 10:15 AM
#HICL🆙 +4%✅£1.178✅
#TRIG ❌-3.9%❌71.3p❌

After their combination is called off.
$HICL & $TRIG shares are now back to where they were prior to the merger news on 17th November.
December 1, 2025 at 9:57 AM
November 28, 2025 at 1:00 PM
#WHI🆙+33%✅4p✅
✅RECOMMENDED ACQUISITION OF @WH IRELAND GROUP PLC BY TEAM PLC

Based on the Exchange Ratio & the Closing Price of 27.5p p/s #TEAM share, the #takeover values each $WHI share at approx. 5.4p p/s✅& $WHI.L @ approx. £12.7m✅

A 406.6% PREMIUM to the VWAP of approx. 1.1p per WHI share
November 27, 2025 at 8:57 AM
#AAZ 🆙+20%✅ £2.325✅Possible offer
AAZ.L shares resumes trading this morning after a brief suspension prompted by online speculation & an early-stage approach from #ACG.

Under #takeover rules, ACG has until 5pm on 24 December to decide make a firm offer or not for Anglo Asian Mining.
November 27, 2025 at 8:27 AM
#CMCX🆙+2.5%✅£2.99✅
✅A new 52 week high closing sp
Vs My buy on 16/11/23 @ >93p✅
👍I continue to hold CMCX & it is paying #dividends

Technical Analysis:
Next RESISTANCE @ £3.385 once broken = A new 2 yrs high sp.
SUPPORT @ £2.45

#CMCMarkets #trading #investing #payments #tokenization
November 26, 2025 at 4:52 PM
#VRS❌ -47%❌0.01p❌NO SALE & Possible administration❌

I count myself lucky🍀Escaping #VRS' demise w/ my highest trim @ 875%✅& overall profit of 681%

After I trimmed $VRS @ 81p✅£1.57✅& finally exited @ £1.31✅Vs my initial buy @ 18p✅Angering many at the time back in November 2018. See my post on X👍
November 26, 2025 at 9:16 AM
$BABA Q3 2025 Earnings:
✅Revenue: $33.9B +9% YoY Vs Est: $33B
✅EPS: $2.26 +18% YoY Vs Est: $2.10
✅Cloud Revenue: $4.9B +34% YoY
✅International Commerce: $4.2B +53% YoY
🥳 #Alibaba #BABA announced plan to spin off Cainiao Logistics via IPO
November 25, 2025 at 1:14 PM
#MARS🆙 +16%✅58p✅
👉Marston's Total Revenue: £897.9m Vs £898.6m YOY
✅U/lying PBT £72.1m +71.3% YOY
✅Like-for-like sales for managed pubs +1.6%, outperforming the market.
✅Growth of 2.2% for food & 0.3% for drink.
✅CEO "another strong year ahead of plan"
RNS 📸via @entrusttmf.bsky.social 👍
November 25, 2025 at 10:22 AM
#BEZ❌ -9%❌ £7.78❌
👉Insurance Written Premiums: +1% to $4,670m Vs $4,625m in Q3 2024
✅Net Insurance Written Premiums: +4% to $3,927m Vs $3,792m in Q3 2024
❌Premium Rates: -A 4% decrease in renewal premium rates.
✅ $BEZ highlighted an improved combined ratio outlook for 2025
❌Slowing growth
November 25, 2025 at 9:01 AM
#SAA ❌-12% ❌ £1.10❌
❌ $SAA Profit warning that the US Govt shutdown has "materially impact our prior growth & profitability expectations"

CEO, "A challenging macro environment has been further compounded by the unprecedented US Government shutdown"

RNS via 📸 @entrusttmf.bsky.social 👍
November 24, 2025 at 9:48 AM
#AAL £27.14.
$BHP walks away from combining with $AAL.L.
Early-stage talks with Anglo’s board have ended & that it will not pursue the matter further.

#BHP said it still sees industrial logic in a tie-up & believes such a deal could've created substantial long-term value.

No #takeover for me.
November 24, 2025 at 8:26 AM
#AEWU £1.044
MT @TickerOfficial
👉AEW UK REIT reports H1 NAV at £172.82m = £1.0909 p/s
❌PBT down to £4.71m from £16.64m YoY.
❌NAV Total Return* for the period of 2.70% Vs 10.05% YoY
👉Declares unchanged dividends of 4p p/s
ticker.app/lse/AEWU/rns...

RNS 📸via @entrusttmf.bsky.social 👍
November 21, 2025 at 9:32 AM
#KGH £1.71
Trading Update:
✅Revenue +30% to £103.2m
✅U/lying PBT +12% to £16.4m
❌Net debt increased to £75.2m

CEO "we are confident we have the right team to drive the business forward and leverage our strengthened platform as we continue to drive growth.."

RNS 📸via @tradermark72.bsky.social 👍
November 21, 2025 at 9:16 AM