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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
#SN. 🆙+1.6%✅£12.85✅
MT @proactive_x $SN Smith & Nephew nudges up guidance and unveils new strategic plan tinyurl.com/298de6ju #smithnephew
Smith & Nephew nudges up guidance and unveils new strategic plan
Smith & Nephew PLC (LSE:SN) has launched a new corporate strategy designed to give stronger returns for shareholders, alongside issuing medium-term...
tinyurl.com
December 8, 2025 at 8:55 AM
#OCDO🆙 +5%✅ £1.95✅

$OCDO #Ocado receives $350m in compensation. After Kroger’s decision to close three customer fulfilment centres (CFCs) in January 2026 and to cancel plans for the Charlotte, North Carolina site. www.proactiveinvestors.co.uk/companies/ne...
Ocado shares jump 10% as Kroger pays $350m settlement
Ocado Group PLC (LSE:OCDO) shares jumped over 10% at the open after the online grocer secured a $350m cash settlement from US partner Kroger Co (NYSE:KR,...
www.proactiveinvestors.co.uk
December 5, 2025 at 10:03 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
#WOSG🆙 +1%✅£4.82✅
✅HY Group revenue £845m, +10% at constant currency
✅Group statutory PBT £61m, +50% YOY
✅Group Adjusted EBIT £69m, +6% in constant currency
✅Free cash flow of £48m, +71% YOY
✅ $WOSG US revenue £409m, +20% at constant currency
bsky.app/profile/trad...
#WOSG H1 Results. Revenue and PBT increased. H2 has started well and in line with expectations. Reiterates FY26 guidance.
December 4, 2025 at 9:01 AM
#PMI ❌-5% ❌54.5p❌
FY AUM £10.3B -3%❌
Net outflows of £618m❌
Adj. PBT £11.5m Vs £12.2m❌
Adj. EPS 5.5p Vs 6.3p❌
3p dividends unchg
Cash £31.3m
✅Continued net inflows into Fixed Income, Absolute returns, Multi-Asset T funds

$PMI picks veteran banker Williams as next chair news.sky.com/story/premie...
Premier Miton picks veteran banker Williams as next chair
Christopher Williams, who advised the government on the bailouts of Britain's biggest banks during the 2008 financial crisis, will be appointed as the fund manager's new chairman this week, Sky News l...
news.sky.com
December 4, 2025 at 8:46 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
#MONY £1.90
Trading statement.
CEO: "..We are particularly pleased with the growth in SuperSaveClub which has now reached a milestone two million members. Looking ahead, we are optimistic about the outlook in our end markets, and excited by the opportunities #AI brings"
bsky.app/profile/trad...
#MONY TS. FY expectations unchanged. Continued to deliver growth, SuperSaver club at 2m members with significant potential, expects easing headwinds in FY26.
December 3, 2025 at 8:17 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
#MBH❌-4%❌82p❌
Issues a mild warning which it caveats with.."the Board expects revenue for the year to be c.£69m with adjusted EBITDA of approximately £12.5m, & in line with our capital allocation strategy.."

bsky.app/profile/stev...
Michelmersh Brick #MBH.L FY TU, trading/profitability ahead of H1 but seen a notable slowdown in construction activity in Q4, mention Budget. Revenue and adj EBITDA of £69M and £12.5M respectively, a little below expectations altho they don't say so. More settled production, positive order intake.
December 2, 2025 at 8:57 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
#ESYS
essensys shares rise 3% as founder tables possible 20p-a-share bid alongside trading warning.

Under the Takeover Code, Furness must declare his intention by 26 December 2025 unless the deadline is extended by the Panel.

tinyurl.com/22jjktax ESYS.L
essensys shares rise 3% as founder tables possible 20p-a-share bid alongside trading warning
essensys PLC (AIM:ESYS) shares rose 3% to 16p on Friday after the flexible workspace software provider issued a trading update and disclosed a possible...
tinyurl.com
November 28, 2025 at 9:17 AM
#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