#AVAP More of my musings regarding Avation. Refinancing, US Listing, Warrants and what's going on with Norwegian? www.lemonfool.co.uk/viewtopic.ph...

If you missed the live event yesterday, check out the full video recording here of Ultimate Products #ULTP management discussing the detail of their 1H Trading Update and answering an extensive round of investor questions.

Link here: youtu.be/4olG6PQNz1w

#MPAC Mpac Group in line FY24 TU
- Substantial H2 uplift - op effic & impr prjct mgns
- PBT c.£10.5m
- Cont. firm demand in key mkts & contracts via acqn's = YE closing order book £111.0m; gives confidence re FY25 f/c & beyond
- Our Fair Value: 865p
Note: www.equitydevelopment.co.uk/research/fy2...

Polar Capital Holdings #POLR Q3 AUM Update
- AUM +4.9% to £23.8bn - strong investment perf despite Dec 24 market pullback
- POLR a stand out leading performer in calendar 2024 and positive net flows over 9 months of FY25 to date
- We maintain our 650p/ share fair value
- See our research note below!

Hunting $HTG #HTG FY24 EBITDA will be in-line with guidance updates, and net cash guidance again increased. Financial strength leaves the group well set to progress its 2030 Strategy – we leave our fair value at 397p/share. New note now freely accessible: www.equitydevelopment.co.uk/research/goo...

January holdings update (better late than never), alphabetical within sections:

Top 5: #CAPD, #IPX, #RFX, #SOM, #ULTP
Next 5: Cash, #NWOR, #PAY, #PGH, #STAF

Other significant / watchlist: #CCT, #CRL, #RLE, #SHEP

Impax AM #IPX AUM fell 8.3% over Q1 from £37.2bn to £34.1bn. Net outflows were -£2.4bn with the termination of SJP contributing.

But outflows from largest European distribution partner, BNP Paribas AM, and from its US mutual funds slowed.

New note:
www.equitydevelopment.co.uk/research/aum...

December holdings update, alphabetical within sections:
Top 5: #CAPD, Cash, #NWOR, #PAY, #RFX
Next 5: #BMS, #IPX, #SOM, #STAF, #ULTP

Update from the start of the month. Alphabetical order with the sections.
Top 5: CAPD, IPX, NWOR, PAY, RFX
Next 5: BMS, PGH, SOM, STAF, CAM

I've held this many IPX before, just not around the turn of the month. Buys of IPX on weakness pushed out BMS which is also weak but I did not buy.

As of 4th November, here's my portfolio:
Top 5: #CAPD,#IPX,#NWOR,#PAY,#RFX
Next 5: #BMS,#CAM,#PGH,#SOM,#STAF
(alphabetical order within the sections)

Also on my close watchlist or further down my portfolio:
#ANP,#CAU,#CCT,#CRL,#ITM,#LUCE,#NXQ,#SDG,#SNWS, #THRU,#VTU,#CLIG,#HVPE,#PSH,#RLE,#LIO,#SHEP