Dearg Doom
@deargdoom.bsky.social
A daily adrenaline rush to read and interpret results, takeovers, and general business news.
Reminder To Myself:
“Don’t try to catch a falling knife or dive into associated industries.
False spikes and unexpected rebounds will appear over the next 12 months.
The market may not collapse, but it won’t soar quickly either.
Avoid the temptation — that’s the key with have-been tech winners.”
“Don’t try to catch a falling knife or dive into associated industries.
False spikes and unexpected rebounds will appear over the next 12 months.
The market may not collapse, but it won’t soar quickly either.
Avoid the temptation — that’s the key with have-been tech winners.”
February 6, 2026 at 3:19 PM
Reminder To Myself:
“Don’t try to catch a falling knife or dive into associated industries.
False spikes and unexpected rebounds will appear over the next 12 months.
The market may not collapse, but it won’t soar quickly either.
Avoid the temptation — that’s the key with have-been tech winners.”
“Don’t try to catch a falling knife or dive into associated industries.
False spikes and unexpected rebounds will appear over the next 12 months.
The market may not collapse, but it won’t soar quickly either.
Avoid the temptation — that’s the key with have-been tech winners.”
Oscar Health #$OSCR
After Hours
Share Price $11.92
Sector throttled by recent allowable health insurance premium increases
However, reckoned Oscar Health much less exposed compared to the others
Hmm.... Bought back some!
My error - medical costs can may grow faster than their premium increases.
After Hours
Share Price $11.92
Sector throttled by recent allowable health insurance premium increases
However, reckoned Oscar Health much less exposed compared to the others
Hmm.... Bought back some!
My error - medical costs can may grow faster than their premium increases.
February 6, 2026 at 9:28 AM
Oscar Health #$OSCR
After Hours
Share Price $11.92
Sector throttled by recent allowable health insurance premium increases
However, reckoned Oscar Health much less exposed compared to the others
Hmm.... Bought back some!
My error - medical costs can may grow faster than their premium increases.
After Hours
Share Price $11.92
Sector throttled by recent allowable health insurance premium increases
However, reckoned Oscar Health much less exposed compared to the others
Hmm.... Bought back some!
My error - medical costs can may grow faster than their premium increases.
USA Health Insurance Sector
Pre-Open.
Further share price falls in big percentages.
Thought a bottom in Health Insurance Sector found last year.
Not so!
Lots of losers as medical cover is reduced and becomes unaffordable for many.
What will Trump do?
Pre-Open.
Further share price falls in big percentages.
Thought a bottom in Health Insurance Sector found last year.
Not so!
Lots of losers as medical cover is reduced and becomes unaffordable for many.
What will Trump do?
February 6, 2026 at 9:08 AM
USA Health Insurance Sector
Pre-Open.
Further share price falls in big percentages.
Thought a bottom in Health Insurance Sector found last year.
Not so!
Lots of losers as medical cover is reduced and becomes unaffordable for many.
What will Trump do?
Pre-Open.
Further share price falls in big percentages.
Thought a bottom in Health Insurance Sector found last year.
Not so!
Lots of losers as medical cover is reduced and becomes unaffordable for many.
What will Trump do?
Molina Healthcare #$MOH
After Hours
Share Price $118.94 (-32.74%)
Surprise quarterly loss instead of profit!
2026 guidance was dramatically cut.
Massive earnings guidance miss.
Expects ~$5 EPS for 2026 vs ~13.7 expected (≈63% miss).
Rising medical costs crushing margins!
Sector Suffering!
After Hours
Share Price $118.94 (-32.74%)
Surprise quarterly loss instead of profit!
2026 guidance was dramatically cut.
Massive earnings guidance miss.
Expects ~$5 EPS for 2026 vs ~13.7 expected (≈63% miss).
Rising medical costs crushing margins!
Sector Suffering!
February 6, 2026 at 8:39 AM
Molina Healthcare #$MOH
After Hours
Share Price $118.94 (-32.74%)
Surprise quarterly loss instead of profit!
2026 guidance was dramatically cut.
Massive earnings guidance miss.
Expects ~$5 EPS for 2026 vs ~13.7 expected (≈63% miss).
Rising medical costs crushing margins!
Sector Suffering!
After Hours
Share Price $118.94 (-32.74%)
Surprise quarterly loss instead of profit!
2026 guidance was dramatically cut.
Massive earnings guidance miss.
Expects ~$5 EPS for 2026 vs ~13.7 expected (≈63% miss).
Rising medical costs crushing margins!
Sector Suffering!
Spectre Systems #SPSY
Share Price 150p (0%)
Positive RNS lifts confidence for management & holders
Contract win encouraging, but shared and spread over 5 years so not all flows to profit
Further wins needed to move the dial
I’m a holder, open-minded either way
Expected SP would be 10p up. Hmm..
Share Price 150p (0%)
Positive RNS lifts confidence for management & holders
Contract win encouraging, but shared and spread over 5 years so not all flows to profit
Further wins needed to move the dial
I’m a holder, open-minded either way
Expected SP would be 10p up. Hmm..
February 5, 2026 at 12:21 PM
Spectre Systems #SPSY
Share Price 150p (0%)
Positive RNS lifts confidence for management & holders
Contract win encouraging, but shared and spread over 5 years so not all flows to profit
Further wins needed to move the dial
I’m a holder, open-minded either way
Expected SP would be 10p up. Hmm..
Share Price 150p (0%)
Positive RNS lifts confidence for management & holders
Contract win encouraging, but shared and spread over 5 years so not all flows to profit
Further wins needed to move the dial
I’m a holder, open-minded either way
Expected SP would be 10p up. Hmm..
Secure Trust Bank #STB
Share Price 1455p (pre-open)
Full Year - Trading Update
FY2025 with adj PBT £51.1m (+30% YoY).
Net lending £3.7bn, continuing businesses +8.1%.
CET1 up to 12.9% (pro forma 14.7% post Consumer Vehicle Finance sale, £9m gain)
Bought core holding cheap when others fearful.
Share Price 1455p (pre-open)
Full Year - Trading Update
FY2025 with adj PBT £51.1m (+30% YoY).
Net lending £3.7bn, continuing businesses +8.1%.
CET1 up to 12.9% (pro forma 14.7% post Consumer Vehicle Finance sale, £9m gain)
Bought core holding cheap when others fearful.
February 5, 2026 at 7:21 AM
Secure Trust Bank #STB
Share Price 1455p (pre-open)
Full Year - Trading Update
FY2025 with adj PBT £51.1m (+30% YoY).
Net lending £3.7bn, continuing businesses +8.1%.
CET1 up to 12.9% (pro forma 14.7% post Consumer Vehicle Finance sale, £9m gain)
Bought core holding cheap when others fearful.
Share Price 1455p (pre-open)
Full Year - Trading Update
FY2025 with adj PBT £51.1m (+30% YoY).
Net lending £3.7bn, continuing businesses +8.1%.
CET1 up to 12.9% (pro forma 14.7% post Consumer Vehicle Finance sale, £9m gain)
Bought core holding cheap when others fearful.
DCC #DCC
Share Price 1050p (+7.9%)
A Core Holding
Seeking dull but steady earnings growth
Had plenty of time to establish a full position
Maybe, I found a round bottom in SP in recent months
Funny, I'm content to hold indefinitely regardless
I'll enjoy having low risk with good enough returns.
Share Price 1050p (+7.9%)
A Core Holding
Seeking dull but steady earnings growth
Had plenty of time to establish a full position
Maybe, I found a round bottom in SP in recent months
Funny, I'm content to hold indefinitely regardless
I'll enjoy having low risk with good enough returns.
February 4, 2026 at 7:40 PM
DCC #DCC
Share Price 1050p (+7.9%)
A Core Holding
Seeking dull but steady earnings growth
Had plenty of time to establish a full position
Maybe, I found a round bottom in SP in recent months
Funny, I'm content to hold indefinitely regardless
I'll enjoy having low risk with good enough returns.
Share Price 1050p (+7.9%)
A Core Holding
Seeking dull but steady earnings growth
Had plenty of time to establish a full position
Maybe, I found a round bottom in SP in recent months
Funny, I'm content to hold indefinitely regardless
I'll enjoy having low risk with good enough returns.
Novo Nordisk #$NVO
Share Price recently >$60
Seemed so obvious that sales wouldn't grow as quick as needed to make up for previous bloated margins.
Injectable version was the hope, but alas, reality dawned with new mgmt's lower guidance.
Thankfully, luckily had exited, having been scared earlier!
Share Price recently >$60
Seemed so obvious that sales wouldn't grow as quick as needed to make up for previous bloated margins.
Injectable version was the hope, but alas, reality dawned with new mgmt's lower guidance.
Thankfully, luckily had exited, having been scared earlier!
February 4, 2026 at 10:37 AM
Novo Nordisk #$NVO
Share Price recently >$60
Seemed so obvious that sales wouldn't grow as quick as needed to make up for previous bloated margins.
Injectable version was the hope, but alas, reality dawned with new mgmt's lower guidance.
Thankfully, luckily had exited, having been scared earlier!
Share Price recently >$60
Seemed so obvious that sales wouldn't grow as quick as needed to make up for previous bloated margins.
Injectable version was the hope, but alas, reality dawned with new mgmt's lower guidance.
Thankfully, luckily had exited, having been scared earlier!
Big Tech and software names that slid!
AI is so powerful at this stage and is free to ordinary users.
Yes, I can see jobs being lost.
Yes, AI will help businesses, but if every business has AI, how can margins ever stay higher?
Not involved.
Missed huge SP jumps. I made excuses for not buying.
AI is so powerful at this stage and is free to ordinary users.
Yes, I can see jobs being lost.
Yes, AI will help businesses, but if every business has AI, how can margins ever stay higher?
Not involved.
Missed huge SP jumps. I made excuses for not buying.
February 3, 2026 at 11:03 PM
Big Tech and software names that slid!
AI is so powerful at this stage and is free to ordinary users.
Yes, I can see jobs being lost.
Yes, AI will help businesses, but if every business has AI, how can margins ever stay higher?
Not involved.
Missed huge SP jumps. I made excuses for not buying.
AI is so powerful at this stage and is free to ordinary users.
Yes, I can see jobs being lost.
Yes, AI will help businesses, but if every business has AI, how can margins ever stay higher?
Not involved.
Missed huge SP jumps. I made excuses for not buying.
Paypal #$PYPL
Share Price $43.04 (-17.5%)
Investors buying PYPL today, must consider the future risk-adjusted return may be lower than previously expected. Especially, if competition and margin pressures continue.
Helps to explain the stomach punch today to the share price.
Nearly cheap enough?
Share Price $43.04 (-17.5%)
Investors buying PYPL today, must consider the future risk-adjusted return may be lower than previously expected. Especially, if competition and margin pressures continue.
Helps to explain the stomach punch today to the share price.
Nearly cheap enough?
February 3, 2026 at 2:53 PM
Paypal #$PYPL
Share Price $43.04 (-17.5%)
Investors buying PYPL today, must consider the future risk-adjusted return may be lower than previously expected. Especially, if competition and margin pressures continue.
Helps to explain the stomach punch today to the share price.
Nearly cheap enough?
Share Price $43.04 (-17.5%)
Investors buying PYPL today, must consider the future risk-adjusted return may be lower than previously expected. Especially, if competition and margin pressures continue.
Helps to explain the stomach punch today to the share price.
Nearly cheap enough?
📉 PayPal #$PYPL
Pre‑open $44.27 ↓15%
After Q4 & FY 2025 miss + CEO change.
EPS $1.23 vs $1.28
Revenue $8.68B vs $8.79B
Weak branded checkout, slow engagement, cautious guidance.
Pundits hailed it as cheap “smarter money” — now a possible dip to pick up?
A turnaround near-term or more structural?
Pre‑open $44.27 ↓15%
After Q4 & FY 2025 miss + CEO change.
EPS $1.23 vs $1.28
Revenue $8.68B vs $8.79B
Weak branded checkout, slow engagement, cautious guidance.
Pundits hailed it as cheap “smarter money” — now a possible dip to pick up?
A turnaround near-term or more structural?
February 3, 2026 at 2:24 PM
📉 PayPal #$PYPL
Pre‑open $44.27 ↓15%
After Q4 & FY 2025 miss + CEO change.
EPS $1.23 vs $1.28
Revenue $8.68B vs $8.79B
Weak branded checkout, slow engagement, cautious guidance.
Pundits hailed it as cheap “smarter money” — now a possible dip to pick up?
A turnaround near-term or more structural?
Pre‑open $44.27 ↓15%
After Q4 & FY 2025 miss + CEO change.
EPS $1.23 vs $1.28
Revenue $8.68B vs $8.79B
Weak branded checkout, slow engagement, cautious guidance.
Pundits hailed it as cheap “smarter money” — now a possible dip to pick up?
A turnaround near-term or more structural?
Auction Technology #ATG
Share Price: 276p (-5.2%)
Bidder FitzWalter Capital withdrew, reflecting concerns over management & empire-building at unreasonable costs.
Post-bid retrace shows market testing leadership.Two divisions need strong oversight.
Quietly adding. Hoping execution will impress.
Share Price: 276p (-5.2%)
Bidder FitzWalter Capital withdrew, reflecting concerns over management & empire-building at unreasonable costs.
Post-bid retrace shows market testing leadership.Two divisions need strong oversight.
Quietly adding. Hoping execution will impress.
February 3, 2026 at 12:20 PM
Auction Technology #ATG
Share Price: 276p (-5.2%)
Bidder FitzWalter Capital withdrew, reflecting concerns over management & empire-building at unreasonable costs.
Post-bid retrace shows market testing leadership.Two divisions need strong oversight.
Quietly adding. Hoping execution will impress.
Share Price: 276p (-5.2%)
Bidder FitzWalter Capital withdrew, reflecting concerns over management & empire-building at unreasonable costs.
Post-bid retrace shows market testing leadership.Two divisions need strong oversight.
Quietly adding. Hoping execution will impress.
"As an investor, my outlook changes daily — some days are sunny, some cloudy. I fear bad news and cheer good news… in other words, I haven’t a clue!"
February 3, 2026 at 10:02 AM
"As an investor, my outlook changes daily — some days are sunny, some cloudy. I fear bad news and cheer good news… in other words, I haven’t a clue!"
Auction Technology #ATG
Share Price 277p (-9.2%)
A "show-me" story. The board has successfully fended off a suitor, but they must now execute
Sticking my nose in!
Wasn't bothered until today.
Now, I'm buying the dip
Growth possibilites?
Might trade or hold as a longer term buy? Dunno, yet!
Share Price 277p (-9.2%)
A "show-me" story. The board has successfully fended off a suitor, but they must now execute
Sticking my nose in!
Wasn't bothered until today.
Now, I'm buying the dip
Growth possibilites?
Might trade or hold as a longer term buy? Dunno, yet!
February 2, 2026 at 9:03 AM
Auction Technology #ATG
Share Price 277p (-9.2%)
A "show-me" story. The board has successfully fended off a suitor, but they must now execute
Sticking my nose in!
Wasn't bothered until today.
Now, I'm buying the dip
Growth possibilites?
Might trade or hold as a longer term buy? Dunno, yet!
Share Price 277p (-9.2%)
A "show-me" story. The board has successfully fended off a suitor, but they must now execute
Sticking my nose in!
Wasn't bothered until today.
Now, I'm buying the dip
Growth possibilites?
Might trade or hold as a longer term buy? Dunno, yet!
Strix Group #KETL
Share Price 47.05p (pre-open)
RNS 7 am
Strix has completed the sale of its Billi business to Birmingham Bidco Pty Ltd for net proceeds of c.£105m, boosting net cash to ~£35m on completion
A £10m share buyback planned
A simpler cleaner business to manage
Fair Value.
Share Price 47.05p (pre-open)
RNS 7 am
Strix has completed the sale of its Billi business to Birmingham Bidco Pty Ltd for net proceeds of c.£105m, boosting net cash to ~£35m on completion
A £10m share buyback planned
A simpler cleaner business to manage
Fair Value.
February 2, 2026 at 7:59 AM
Strix Group #KETL
Share Price 47.05p (pre-open)
RNS 7 am
Strix has completed the sale of its Billi business to Birmingham Bidco Pty Ltd for net proceeds of c.£105m, boosting net cash to ~£35m on completion
A £10m share buyback planned
A simpler cleaner business to manage
Fair Value.
Share Price 47.05p (pre-open)
RNS 7 am
Strix has completed the sale of its Billi business to Birmingham Bidco Pty Ltd for net proceeds of c.£105m, boosting net cash to ~£35m on completion
A £10m share buyback planned
A simpler cleaner business to manage
Fair Value.
SAGA #SAGA
Share Price 475p (+9.8%)
TU 🛳️
• The Good: Profit beats guidance, Cruise load factor 93%, per diems up 10%.
• The Strategy: Ageas partnership live (£60m in), leverage falling < 4.0x.
• The Take: Turnaround largely priced in.
Thought: Profitable exit here.🚪
💰 A Triple Bagger. Bye!
Share Price 475p (+9.8%)
TU 🛳️
• The Good: Profit beats guidance, Cruise load factor 93%, per diems up 10%.
• The Strategy: Ageas partnership live (£60m in), leverage falling < 4.0x.
• The Take: Turnaround largely priced in.
Thought: Profitable exit here.🚪
💰 A Triple Bagger. Bye!
January 29, 2026 at 8:13 AM
SAGA #SAGA
Share Price 475p (+9.8%)
TU 🛳️
• The Good: Profit beats guidance, Cruise load factor 93%, per diems up 10%.
• The Strategy: Ageas partnership live (£60m in), leverage falling < 4.0x.
• The Take: Turnaround largely priced in.
Thought: Profitable exit here.🚪
💰 A Triple Bagger. Bye!
Share Price 475p (+9.8%)
TU 🛳️
• The Good: Profit beats guidance, Cruise load factor 93%, per diems up 10%.
• The Strategy: Ageas partnership live (£60m in), leverage falling < 4.0x.
• The Take: Turnaround largely priced in.
Thought: Profitable exit here.🚪
💰 A Triple Bagger. Bye!
Self-Wonder:
I often wonder why fund managers appear on YouTube and podcasts pushing shares as if they’ll soar...
....yet they held same shares at a top, but never sold, and now urge us to buy.
Reassurance, confirmation bias, or just hoping the story sticks?
You have to wonder about the motives.
I often wonder why fund managers appear on YouTube and podcasts pushing shares as if they’ll soar...
....yet they held same shares at a top, but never sold, and now urge us to buy.
Reassurance, confirmation bias, or just hoping the story sticks?
You have to wonder about the motives.
January 27, 2026 at 11:19 AM
Self-Wonder:
I often wonder why fund managers appear on YouTube and podcasts pushing shares as if they’ll soar...
....yet they held same shares at a top, but never sold, and now urge us to buy.
Reassurance, confirmation bias, or just hoping the story sticks?
You have to wonder about the motives.
I often wonder why fund managers appear on YouTube and podcasts pushing shares as if they’ll soar...
....yet they held same shares at a top, but never sold, and now urge us to buy.
Reassurance, confirmation bias, or just hoping the story sticks?
You have to wonder about the motives.
Doc Martens #DOC
Share Price 66.6p (-12%)
Mgmt in a "trust but verify" phase
Inventory is down and debt is falling, but the 2027 growth story is a high-wire act.
Success rests on one gamble: raising prices to beat 20% tariffs while praying the brand doesn't lose its "cool" look with consumers. 🥾🚩
Share Price 66.6p (-12%)
Mgmt in a "trust but verify" phase
Inventory is down and debt is falling, but the 2027 growth story is a high-wire act.
Success rests on one gamble: raising prices to beat 20% tariffs while praying the brand doesn't lose its "cool" look with consumers. 🥾🚩
January 27, 2026 at 11:15 AM
Doc Martens #DOC
Share Price 66.6p (-12%)
Mgmt in a "trust but verify" phase
Inventory is down and debt is falling, but the 2027 growth story is a high-wire act.
Success rests on one gamble: raising prices to beat 20% tariffs while praying the brand doesn't lose its "cool" look with consumers. 🥾🚩
Share Price 66.6p (-12%)
Mgmt in a "trust but verify" phase
Inventory is down and debt is falling, but the 2027 growth story is a high-wire act.
Success rests on one gamble: raising prices to beat 20% tariffs while praying the brand doesn't lose its "cool" look with consumers. 🥾🚩
Big Technologies #BIG
Share Price 102p (pre-open)
FY25 TU confirms ARR +12%, underlying revenue +9% and cash still strong post-settlement.
Marginally ahead of consensus, but no EPS fireworks yet.
I'd expect to be rewarde, being patient on litigation and new 2026 contract wins.
A Core Holding.
Share Price 102p (pre-open)
FY25 TU confirms ARR +12%, underlying revenue +9% and cash still strong post-settlement.
Marginally ahead of consensus, but no EPS fireworks yet.
I'd expect to be rewarde, being patient on litigation and new 2026 contract wins.
A Core Holding.
January 27, 2026 at 8:02 AM
Big Technologies #BIG
Share Price 102p (pre-open)
FY25 TU confirms ARR +12%, underlying revenue +9% and cash still strong post-settlement.
Marginally ahead of consensus, but no EPS fireworks yet.
I'd expect to be rewarde, being patient on litigation and new 2026 contract wins.
A Core Holding.
Share Price 102p (pre-open)
FY25 TU confirms ARR +12%, underlying revenue +9% and cash still strong post-settlement.
Marginally ahead of consensus, but no EPS fireworks yet.
I'd expect to be rewarde, being patient on litigation and new 2026 contract wins.
A Core Holding.
Big Technologies #BIG
Share Price: 101.48p (-1%)
To choose between settling now in mediation or risking bigger costs!
About both Reputational Damage and Financial Costs!
Share Price: 101.48p (-1%)
To choose between settling now in mediation or risking bigger costs!
About both Reputational Damage and Financial Costs!
January 23, 2026 at 10:46 AM
Big Technologies #BIG
Share Price: 101.48p (-1%)
To choose between settling now in mediation or risking bigger costs!
About both Reputational Damage and Financial Costs!
Share Price: 101.48p (-1%)
To choose between settling now in mediation or risking bigger costs!
About both Reputational Damage and Financial Costs!
Self Note:
But the rebound isn’t necessarily rooted in new positive news — it’s partly a reversal of short‑term panic selling.
But the rebound isn’t necessarily rooted in new positive news — it’s partly a reversal of short‑term panic selling.
January 21, 2026 at 4:08 PM
Self Note:
But the rebound isn’t necessarily rooted in new positive news — it’s partly a reversal of short‑term panic selling.
But the rebound isn’t necessarily rooted in new positive news — it’s partly a reversal of short‑term panic selling.
Foxtons #FOXT
Share Price 52.5p (+0%)
Doubling FleetMilne lettings to double PBT is very unlikely
Only 36 sales properties listed. Increasing must be possible.
Synergies appear limited across cities, and expansion would require more staff
PBT £0.2m → ~6.25% yield on £3.2m
Yield needs to improve
Share Price 52.5p (+0%)
Doubling FleetMilne lettings to double PBT is very unlikely
Only 36 sales properties listed. Increasing must be possible.
Synergies appear limited across cities, and expansion would require more staff
PBT £0.2m → ~6.25% yield on £3.2m
Yield needs to improve
January 21, 2026 at 12:48 PM
Foxtons #FOXT
Share Price 52.5p (+0%)
Doubling FleetMilne lettings to double PBT is very unlikely
Only 36 sales properties listed. Increasing must be possible.
Synergies appear limited across cities, and expansion would require more staff
PBT £0.2m → ~6.25% yield on £3.2m
Yield needs to improve
Share Price 52.5p (+0%)
Doubling FleetMilne lettings to double PBT is very unlikely
Only 36 sales properties listed. Increasing must be possible.
Synergies appear limited across cities, and expansion would require more staff
PBT £0.2m → ~6.25% yield on £3.2m
Yield needs to improve
Foxtons #FOXT
Share Price 52.64p (+0.27%)
Buys Birmingham lettings agent FleetMilne for £3.2 – 4m 💼
One office, minimal assets, mostly goodwill
Gains recurring revenue & local dominance
Small EPS boost (~3%) but strategic expansion outside London.
Purchase Yield ~5%.
How to get 10% yield. Hmm..
Share Price 52.64p (+0.27%)
Buys Birmingham lettings agent FleetMilne for £3.2 – 4m 💼
One office, minimal assets, mostly goodwill
Gains recurring revenue & local dominance
Small EPS boost (~3%) but strategic expansion outside London.
Purchase Yield ~5%.
How to get 10% yield. Hmm..
January 21, 2026 at 12:17 PM
Foxtons #FOXT
Share Price 52.64p (+0.27%)
Buys Birmingham lettings agent FleetMilne for £3.2 – 4m 💼
One office, minimal assets, mostly goodwill
Gains recurring revenue & local dominance
Small EPS boost (~3%) but strategic expansion outside London.
Purchase Yield ~5%.
How to get 10% yield. Hmm..
Share Price 52.64p (+0.27%)
Buys Birmingham lettings agent FleetMilne for £3.2 – 4m 💼
One office, minimal assets, mostly goodwill
Gains recurring revenue & local dominance
Small EPS boost (~3%) but strategic expansion outside London.
Purchase Yield ~5%.
How to get 10% yield. Hmm..
Big Technologies #BIG
Share Price 100p
Added more to my core holding
Would be sensible, if all legal matters wrapped up in ~2 weeks?
I'm guessing Sarah Murray settles for ~30m #BIG shares to be cancelled.
Her remaining shares left sold to institutions
Would be a beautiful RNS!
Everyone wins! ✅
Share Price 100p
Added more to my core holding
Would be sensible, if all legal matters wrapped up in ~2 weeks?
I'm guessing Sarah Murray settles for ~30m #BIG shares to be cancelled.
Her remaining shares left sold to institutions
Would be a beautiful RNS!
Everyone wins! ✅
January 20, 2026 at 4:05 PM
SigmaRoc #SRC
Price: 133p (+3.2%)
2026 Outlook:
🏗️ Stimulus: German infra fund to drive H2 industrial demand
🛡️ Steel: EU tariffs & defense spending supporting domestic volumes
🔋 Tech: AI data centres & green tech provide high-margin growth
📉 Macro: Lower % rates.
Too long watching. I'll buy!
Price: 133p (+3.2%)
2026 Outlook:
🏗️ Stimulus: German infra fund to drive H2 industrial demand
🛡️ Steel: EU tariffs & defense spending supporting domestic volumes
🔋 Tech: AI data centres & green tech provide high-margin growth
📉 Macro: Lower % rates.
Too long watching. I'll buy!
January 19, 2026 at 10:07 AM
SigmaRoc #SRC
Price: 133p (+3.2%)
2026 Outlook:
🏗️ Stimulus: German infra fund to drive H2 industrial demand
🛡️ Steel: EU tariffs & defense spending supporting domestic volumes
🔋 Tech: AI data centres & green tech provide high-margin growth
📉 Macro: Lower % rates.
Too long watching. I'll buy!
Price: 133p (+3.2%)
2026 Outlook:
🏗️ Stimulus: German infra fund to drive H2 industrial demand
🛡️ Steel: EU tariffs & defense spending supporting domestic volumes
🔋 Tech: AI data centres & green tech provide high-margin growth
📉 Macro: Lower % rates.
Too long watching. I'll buy!