Merrill Head of Tech Market Making 1986-2003.Disclosable stakes:Csfs(6p),Spsy(17p),Blu(0.10p)Kino(11p) Osi2p,JLH(0.8p)myx(30p) DYOR 5 time Chandos tennis champ
Be very careful of telegram groups.I joined
#arb
and after a day admin wrote the followingโOK folks. Change of tact in here. Negativity and moaning if deemed so by an admin gets a boot.โWhen you have 1600 cult members and all are Bulls(they ban bears)then it will all end in tears
Thinking of coming off Twitter ,spending too much time on social media.If I do,I wish you all many years of successful investing and most of all good health and happiness ๐โค๏ธ
Absolute disgrace at
#STX
where the CEO has presided over a share price fall from 60p to 6p.Heโs just got rewarded with 5m options at 7.2p with NO hurdles!!When will this farce ends ? Directors of Aim are a TOTAL DISGRACE when this happens ๐ก๐ก๐ก REWARD FOR FAILURE ,Iโm seething
Have a great weekend all
Will be posting my next 5 bagger next week now .
Only bought 75pct of my order so far.
Thanks for all your support and loyalty over 2024.
I have the best Twitter family
โค๏ธโค๏ธโค๏ธโค๏ธโค๏ธโค๏ธโค๏ธโค๏ธโค๏ธ
#SPSY
now a 15 bagger ,not including dividends(divis 3 x purchase price )
Nabil is literally the best CEO on Aim and Iโm eternally grateful to him for being shrewd ,caring and passionate .
Sometimes in life you need a bit of luck and Iโve had more than my fair share . ๐
Iโve been asked a lot of late what my price targets on my top 3 for 2024 are .
Obv very hard to 4cast but Iโm expecting all 3 to be 20 baggers from my lowest purchase price due to coming beats to expectations.
1/
#SPSY
17p to 340p
2/
#KINO
11p to 220p
3/
#CSFS
6p to 120p
Be transparent and accountable and most importantly BE KIND.Iโve seen a lot of bullying going on this week and itโs NOT acceptable. When one passes away they are NOT remembered for how much money they have BUT whether they have been a nice person ๐โค๏ธโค๏ธโค๏ธ
Happy New year to all โค๏ธ
Lesson from 2022โฆ
If you are lucky enough to have a 100 bagger ,donโt sell some
SELL THE WHOLE LOT ๐ก๐ก๐ก๐ก๐ก๐ก๐ก๐ก๐ก๐ก๐ก๐ก๐ก๐ก๐ก๐ก
Iโm asked why the most important box to tick is director buying/holdings.Why ? Cos if not why would they give a F### about the share price.Why not raise money at huge discounts ??!! Be wary when directors donโt hold shares ๐ฉ๐ฉ๐ฉ
I will be having a weekend write up on my 7 disclosable positions and how they have performed over 2021.I will also be picking one that I think will have explosive growth over the next 3 this space ๐ฅฐ
@annabotting
You are a disgrace
@annabotting
. If your kids had been murdered by Hamas you wouldnโt be attacking Regev and wrongfully accusing him of awful actions. You were disrespectful and a total embarrassment . shame on you
Many have asked me why
#ARB
,one of my 5 for 2021, has been so strong of late.7p to 110p on back of a strong
#BTC
price rise.Dont forget FCA have banned retail from buying into BTC so Argo is one of the only ways to play the BTC rise.We are also cheaply valued vs US peers.๐๐๐
Iโve never seen so many HATEFUL comments on Twitter.
As my darling mother(r.i.p) used to say โฆ
โIf you canโt say anything nice donโt say anything at allโ
Markets are bloody tough at the moment and can be soul destroying .
BUT be thankful if youโre healthy .
Iโm off for my best friends birthday tea (heโs 72 ,Iโm 58) . Heโs poorly with Parkinsonโs so please please try to be strong as good health is wealth โค๏ธโค๏ธโค๏ธ.
Happy Silver Anniversary to my stunningly gorgeous wife Rachelle โค๏ธ
When you find your person in life you fear losing nothing materialist. Everything important to you is standing by your side.
โค๏ธโค๏ธโค๏ธโค๏ธโค๏ธโค๏ธโค๏ธ
Love you more than Baked Alaska ๐
Very happy with my Top 5 performance for 2023.Been a tough year generally for Aim. See below for percentage gains.Thanks for following and for all your gr8 ideas.
1/
#SPSY
up 38pct
2/
#KINO
up 83pct
3/ $UNH up 3pct
4/
#OSI
up 80pct
5/
#YGEN
up 76pct
2024 picks out next week
Happy 24th Anniversary to my stunning wife,Rachelle.
Only a year to go until you pick up your โSilver โ medal ๐ฅ although you deserve a โgoldโ
๐ (if you take the bins out tomorrow ๐)
โค๏ธโค๏ธโค๏ธโค๏ธโค๏ธโค๏ธโค๏ธโค๏ธโค๏ธโค๏ธโค๏ธโค๏ธโค๏ธโค๏ธ
#blu
โIn response to discussions with certain shareholders regarding the terms of the scheme and the grant of options, the directors have chosen to cancel the scheme, including the options granted under it,โGood to see BOD listen to its shareholders.Reward for failure HAS to stop
Good to see
#MSI
,a recent buy at 210p ,start to creep up.A very strong balance sheet ,this must be a take over target with a take out price at 400p,top 10 for 2022 ๐
So Greg Madison tenure as CEO has seen a collapse of 85 pct in the share price of Sheild Therapeutics # stx .His salary of ยฃ600,000 per annum isnโt enough.Shareholders have lost 85pct of their hard earned money BUT Greg refuses to buy shares.Instead he has received 5m options2/
Markets improved BUT
Dad has dementia
My male best friend has Parkinsonโs .
My female best friend wonโt talk to me cos Iโm still friendly with her ex brother in law .
So lifeโs bloody tough
BUT we have to stay strong ..Hope all my twitter family are ok and smiling โค๏ธโค๏ธโค๏ธ
What is Aim ?
Unless the CEO holds a decent amount of shares then their job is basically to be a great salesman/lady and raise money via placings to pay for the BOD salary !
Have you ever met a CEO who doesnโt believe their company is worth 10x what itโs valued at ?!!
If someone tips you a share or youโre offered a placing ASK
1/ Are directors big holders ?
2/ Are directors buying stock at these depressed prices ?
If the answer is NO to both ,donโt bother investing or donโt invest heavily .
Rant over ๐๐๐
Anyone who thinks the Stock Market is easy will be humbled very currently being humbled by
#SPSY
and $PLBY but keeping the faith .Have a great weekend and thank you all for your kind messages of support and love โค๏ธโค๏ธโค๏ธ
After a shocking ,devastating week in the Middle East ,Iโm wishing all my Twitter family a safe and healthy weekend.
Lifeโs too short ๐ข ๐ข ๐ข
Why has RB stopped buying
#INSG
?
Imho can only be because news is due .
Iโm long at 12.6p . Thereโs a decent seller around but that has never put me off.
Never stop dealing cos of flow .
Lots of strategists saying weโve seen the bottom in all equity indices.Sorry but Iโve been watching the indices from 6am to 11pm every day and night since 1986(yes Iโm bloody old !!) and imho weโve not seen the low
#bepatient
2024 so far
1/
#spsy
unchd
2/
#kino
up 25pct
3/
#orr
up 165 pct
4/
#csfs
up 40 pct
5/ $prpl down 17pct
In meetings all day tomorrow ,good luck all.๐
Wow never ever thought we would see 1 billion shares traded in
#Blu
thatโs 22pct of the mkt cap by 1pm wow bloody wow.Having bought a 9pct stake at 0.1p Iโm not complaining ๐โ ๐
Upgrading my Spectra price target from 280p to 320p on the back of huge growth in k-cups,special dividend,strong likelihood of Aeris sales and potential float of Solaris.Still my biggest holding and my favourite stock by far
#SPSY
#SOLARIS
#aim
#tech
@jeremyefry
If anyone is feeling fed up please play some sport ...it definitely helps me.Brings out the right hormones,reduces levels of the body's stress hormones, such as adrenaline and cortisol. It also stimulates the production of endorphins which elevates the mood ๐๐๐
Iโve taken a 13pct stake in Blu Star Capital which has decent stakes in 6 very exciting esports companies.Also has 27pct of Satoshi Pay which is a blockchain company with huge potential.This should be a 5 bagger over 2020.
So my daughters friend is sitting eating with us and โฆ
Friend: โ I think my husband follows you on twitter โ
Me : โ How comes โ
Friend: โ He knows of you cos Iโm friendly with Talia (my daughter ) and he asks me why you talk to yourself on Twitter โ !!
๐๐๐๐๐๐๐
Just been asked what criteria is important when I decide to invest in a company(in decent size) For me ,Directors HAVE to have skin in the game(not via options !!) off to tennis ,have a great weekend ๐
Received a few PMโs asking me if Iโve added to any of my holdings.Iโve bought more
#kino
,
#val
and $plby.New purchases in $TDUP ($2.21) and $Cpri($40).Watching $MSFT and $MDT for to Bristol Uni tomorrow for my eldest graduation (1st class honours Econ)
The City is made up of some great people and some awful people who one canโt trust .
Do proper DD before you invest large sums or you will get your walnuts squeezed / goolies cut off.
Be careful out there ๐
Delighted for all shareholders in
#kino
for being not only patient but also resilient in the face of very difficult moments .
We are now 10pct above the recent rejected indic offer by Tim Scott.
Many thx for a great retail shareholder base as we turned down this derisory offer.
A great video by one of the best stock pickers on Twitter
@FinanceFunky
.
#STX
is a top 5 holding for me and can see this 5 bagging from here ,50p. ๐๐๐
Should anyone really care when institutions are buying or selling ?
They are more often wrong than right ..look at the performance tables .
I often prefer to do the opposite .
Linista were selling
#csfs
at 11p !
Mercury(Blackrock) were selling
#spsy
at 23p!
Please please please
If youโre going to take one thing home from my tweets let it be this :
Do not listen to directors when they say โour shares are cheap.โ
If they wonโt buy .. DONT YOU.
Look at the RNS below . Now tell me please . Are
#RLE
going up or down?!!
Tell me ,is it a reward for failure when a company pays two directors ยฃ250,000 in bonuses when they have had 3 placings to keep the lights on and the shares have collapsed 80pct from the highs ? ๐๐๐
Iโve had a few private messages of late asking me what my favourite share is post Ukraine situation.Its still Spectra Systems
#Spsy
. why ? 6pct yield ,25pct mkt cap in cash ,grown profits year on year,customers are central banks,huge margins,lots of game changers ๐ ๐ ๐
Happy New Year to all my followers .Donโt forget itโs market makers end of year soon so should throw up some bargains as they try to lock in gains for Jan as bonuses already fixed .Good health and happiness always โค๏ธ
Lord Lee โ Too often boards forget that we shareholders own the company. The directors are โstewardsโ, and usually for a limited period.โ
Too right ๐๐๐
#SPSY
- Decent interims with Rev up 23%, PBT up 60%, oodles of cash at $12.9m, 500k shares re-purchased. Announces first order from new customer, expected to be $500k p.a. Outlook: "on track to achieve record earnings and meet market expectations for the full year". I hold.
No calls or messages please today as Iโm researching my โ5 for 2023โ today.Will be published in mid December from the Cape Town beaches as I canโt afford to be here !! Dyor as always ๐โค๏ธ๐๐๐๐๐๐๐๐๐๐๐๐๐๐๐
Invest in companies where 1/ Directors hold a substantial amount of shares 2/ Earnings expectations should get beaten this year 3/ Very little debt
#SPSY
#Kino
#CSFS
The City is a disgrace .Why should Company directors receive options(with no hurdles) ON TOP OF Salaries and Bonuses? Pure greed and will end up destroying society ๐ก๐ก๐ก
#blu
1/ Had a long hard think .
As itโs Thanksgiving tomorrow I usually give my top pick for the next year .
2024 top pick is
#Kino
Kinovo plc
Ticks so many boxes of mine .
1/ No debt
2/ Constant Director buying
3/ Ceo historical track record is excellent (see Anpario)
#kino
KINOVO plc
Climbing nicely from 41p.
If we get an offer Iโm expecting 100p plus . If we remain independent then this is a 5 bagger from here.
Still my no 2 pick .
If you invest in bad times you will often more than make it back in the good times .
If you are good to people in bad times they will remember you in the good times .
Rant over ๐
Lots of tweets about how well investors are doing in this market and how everyoneโs portfolios are at ATH.Great news but donโt forget markets are ebullient and wonโt continue forever.Keep cash for a rainy day and keep taking profits in non core holdings
#marketscanfall
Would you buy a bombed out stock
that you felt had a 50:50 chance of either going bust or being a 10 bagger ??
I like risk so for me itโs a goer ..
How about you ? ๐
Looking at my tips for 2021.Argo Blockchain up 1400 pct,Sherborne up 300 pct,SmartSpace up 60 pct,Fedex up 9pct and in last place my biggest holding Spectra Systems down 10pct.Ive been adding to one of these of late and will post update next week ๐๐โค๏ธ
My five for 2021 are 1/ Argo Blockchain(exposure to Bitcoin) 2/Spectra Systems(exposure to greatest CEO on Aim) 3/ Smartspace Software(exposure to take over ) 4/ Fedex (exposure to the biggest growth sector,e-commerce) 5/ Sherborne Investors(cheap way into Electra) Good Luck All
Aim has been very good to me,Iโm grateful ,thankful and very lucky BUT
Why invest on Aim going forward when there are so many delistings ,huge discounted placings and low take over bids ?
Directors interests ARE not aligned to shareholders.
SH are treated very badly
#KINO