X-Trapnel (@x-trapnel.bsky.social) reply parent
A legendary figure.
Spain based. Hiker. FCA. AIM investor.
81 followers 86 following 355 posts
view profile on Bluesky X-Trapnel (@x-trapnel.bsky.social) reply parent
A legendary figure.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Thanks for sharing. There are still a few of us FinTwit exiles living happily over here.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Perhaps you could argue that the reason 70’s comedy is unwatchable now is precisely because it was so successful in lampooning the values of the time and moving everything forward that it left an almost unrecognisable social landscape behind. But that’s probably enough for a Saturday morning … 😃
X-Trapnel (@x-trapnel.bsky.social) reply parent
Sure, viewpoints have moved on over 50 years but show me a more tightly plotted and scripted comedy series than FT.
X-Trapnel (@x-trapnel.bsky.social) reply parent
It seems they went into FY2025 only half-cocked.
X-Trapnel (@x-trapnel.bsky.social) reply parent
I’d go for The Sting or Butch Cassidy personally. But there are lots of great films to choose from.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Peasant. A vegetarian insect.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Thanks for the update. Meanwhile Elon Musk is calling for the UK Government to be overthrown in a London rally attended by 100,000+.
X-Trapnel (@x-trapnel.bsky.social) reply parent
That’s when it tastes best!
X-Trapnel (@x-trapnel.bsky.social) reply parent
“Clean sweep of board, CFO is weakly thanked "for all of his efforts"” That reminds me of the highly ambiguous comment you used to see occasionally on job reference letters - “you’ll be lucky if you can get him/her to work for you”. 😃
X-Trapnel (@x-trapnel.bsky.social) reply parent
Call the police!
X-Trapnel (@x-trapnel.bsky.social) reply parent
No. Almost there in 2 attempts but couldn’t get the last letter. There were too many possibilities. That ends my 41 day streak. 😔
X-Trapnel (@x-trapnel.bsky.social) reply parent
This is annoying!
X-Trapnel (@x-trapnel.bsky.social)
Wordle 1,527 X/6 ⬜⬜⬜⬜🟨 🟩⬜🟩🟩🟩 🟩⬜🟩🟩🟩 🟩⬜🟩🟩🟩 🟩⬜🟩🟩🟩 🟩⬜🟩🟩🟩
X-Trapnel (@x-trapnel.bsky.social) reply parent
Things seem to be looking up for #PEB.L after a year or more in the doldrums.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Hopefully a white knight will appear.
X-Trapnel (@x-trapnel.bsky.social) reply parent
The Beetles.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Slightly diminish a band: The Rolling Scones.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Walk on by ….! 😔
X-Trapnel (@x-trapnel.bsky.social) reply parent
Well done. You’ve been recommending #AEP.L for 6 months or more now so it must be gratifying to see the sharp increase in the SP recently. 👏 👏
X-Trapnel (@x-trapnel.bsky.social) reply parent
That explains the SP strength yesterday. I was wondering what caused it.
X-Trapnel (@x-trapnel.bsky.social) reply parent
He still young! Brad Hogg was playing T20 when he was 45.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Brilliant series! India deserved something from it. Test cricket is still the best form of cricket.
X-Trapnel (@x-trapnel.bsky.social) reply parent
It’s a shame you didn’t get to see it through but it’s all set up for a hectic finale in the morning. 50/50 I’d say.
X-Trapnel (@x-trapnel.bsky.social) reply parent
💯
X-Trapnel (@x-trapnel.bsky.social) reply parent
It could be an epic day. I’m jealous. Proximity to the bar is a definite plus!
X-Trapnel (@x-trapnel.bsky.social) reply parent
A WWII movie about a stranded team of allied special forces desperate to find food - The Buns of Navarone.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Up 56% currently. I can’t ask for more than that. Another line of red ink in my portfolio suddenly turns green. Very welcome!
X-Trapnel (@x-trapnel.bsky.social) reply parent
This is all very welcome after a long period of uncertainty for #PEB.L with very little news flow. AIM tech stocks have been generally weak recently so let’s hope the TU can give the SP a boost today.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Many AIM tech stocks are weak at the moment eg #CNC.L #CNS.L #SNX.L etc. Buying opportunity?
X-Trapnel (@x-trapnel.bsky.social) reply parent
Interesting! But not a great deal of SP reaction. It must have already been in the market to some extent.
X-Trapnel (@x-trapnel.bsky.social) reply parent
💯
X-Trapnel (@x-trapnel.bsky.social) reply parent
Like Ian Bell before him he makes the occasional big score which is just enough to keep him in the team. IMHO.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Get well soon. We miss your cheerful contributions. 😃
X-Trapnel (@x-trapnel.bsky.social) reply parent
To me the #MPAC.L warning sounded significantly worse than the #KITW.L I’m surprised they are each down by the same amount (approx. 28%).
X-Trapnel (@x-trapnel.bsky.social) reply parent
The 18% SP drop early doors is rather eye catching. There must have been some very high expectations out there.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Burn After Reading - great film!
X-Trapnel (@x-trapnel.bsky.social) reply parent
Thanks. I almost forgot.
X-Trapnel (@x-trapnel.bsky.social) reply parent
… ‘principal’.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Winviz was 5% for the Draw early yesterday. I remember thinking it would have been a great bet at basically 20/1. I didn’t do anything though. Now I’d rather have England at 6/4 I think. All results still possible though.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Empire Metals #EEE.L has continued its stellar ascent. It’s now tripled since my earlier post, passing 30p this morning. I wouldn’t be at all surprised to see management take advantage of this with a major fundraising soon to finance project development.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Hard for India to win from here unless the pitch breaks up.
X-Trapnel (@x-trapnel.bsky.social) reply parent
I haven’t told you about the other 4 or 5 falling knives I’ve tried to catch with much less success! #RDT.L, #AVCT.L, #BLU.L, #SCE.L etc. So it’s nice when one does finally work out.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Thanks! I’ll be sure to tune into the podcast over the weekend. 😃
X-Trapnel (@x-trapnel.bsky.social) reply parent
And no, I don’t really understand the workings of the company either. I bought in on the hopes of a take out by management.
X-Trapnel (@x-trapnel.bsky.social) reply parent
#DORE.L - This is welcome news and hopefully will trigger the huge discounts to NAV prevailing across the renewable IT sector to narrow significantly.
X-Trapnel (@x-trapnel.bsky.social) reply parent
#ORCH.L - I took a punt when the SP was around 20p because management said several times that the company was seriously undervalued and they were therefore looking at ways to take it private. That MBO never happened but the SP nevertheless recovered to 50p, so this is a welcome further boost.
X-Trapnel (@x-trapnel.bsky.social) reply parent
It could well become a takeover target IMO which might provide some pep. There was also mention in the update of returning capital to shareholders. So there is some light on the horizon.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Interims now released. The divestments remain on track but it’s disappointing to see declining revenue in Cyber Security. The market has reacted accordingly. Hopefully the cash received from selling the crypto business can accelerate growth going forward. But a bit underwhelming overall I felt.
X-Trapnel (@x-trapnel.bsky.social) reply parent
I hold #OMG.L Oxford Metrics but have my doubts. Profitability always seems to be just out of sight over the horizon. The main reason I stay invested is that cash accounts for 55% of the market cap (although this % now seems to be shrinking). Time to reconsider perhaps.
X-Trapnel (@x-trapnel.bsky.social) reply parent
You've been kidnapped a character from the last tv show you watched is trying to rescue you who is coming to save you.
X-Trapnel (@x-trapnel.bsky.social) reply parent
A gradual but steady recovery to 155p at the close on high volumes for #DATA.L. No big swings. Hopefully it’s found a floor.
X-Trapnel (@x-trapnel.bsky.social)
Two suitors have walked away from GlobalData #DATA.L recently and the SP has tumbled accordingly, briefly touching 143p this morning. Falling knives and all that but maybe there is potential for recovery as long as AI and data management remain buzzwords. I’ve bought a few. Risky. DYOR.
X-Trapnel (@x-trapnel.bsky.social) reply parent
¡Hasta luego!
X-Trapnel (@x-trapnel.bsky.social) reply parent
I bought a few #MHA.L today at 113p. It’s advancing strongly this morning. I also have good memories of K3 Capital. Let’s just hope that the profits the business makes get shared fairly between MHA partners and us shareholders. That’s always a risk with these professional service firms.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Shocking! Next he’ll be denying that he’s got a Heart Full Of Soul.
X-Trapnel (@x-trapnel.bsky.social) reply parent
I bought a few at 36p last November. They’ve been underwater for 6 months before suddenly going ballistic. Things like this are starting to happen again on AIM after a long period in the doldrums. Long may it continue!
X-Trapnel (@x-trapnel.bsky.social) reply parent
Cancel that. With the SP breaking 90p this morning it’s up 220% in 6 weeks. It’s no longer a tiddler either with market cap now over £550M.
X-Trapnel (@x-trapnel.bsky.social) reply parent
I’m guessing that this is for one of the big US casino chains in Macau, but #SNX are always very tight lipped about who their clients are. I’ll be visiting Macau next month so will have a nose around. 😃
X-Trapnel (@x-trapnel.bsky.social)
#ITM.L. Any idea what’s behind the sustained rise in ITM Power recently - up 120% in the last month. There was a series of contract win RNS announcements a while back but the SP strength looks to be more than that.
X-Trapnel (@x-trapnel.bsky.social) reply parent
It’s been a long time coming!
X-Trapnel (@x-trapnel.bsky.social) reply parent
The US deficit and the escalating cost of servicing it could well be THE story of the next few years IMHO.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Not good if you are trying to build a BPR portfolio.
X-Trapnel (@x-trapnel.bsky.social) reply parent
I was wondering why it was up so much today. Good luck to holders.
X-Trapnel (@x-trapnel.bsky.social) reply parent
I’ve started doing that together with a brief explanation in the Additional Comments section.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Maybe give Mark Kozelek a listen if you don’t already know him. Some similarities.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Thanks for that. I’ve been a fan of Magnolia Electric Co since it popped up in my Spotify feed a few years ago. Good to know more about the background. I’ll check out some of the others too.
X-Trapnel (@x-trapnel.bsky.social) reply parent
I find that a lot of shares (AIM in particular) have been steadily rising over the past month or so. It’s always impossible to know whether you should stay on for the ride or take some money off the table whilst the going is good. I think I’m tending towards the latter.
X-Trapnel (@x-trapnel.bsky.social) reply parent
That would be nice. I was wondering why my #CRW.L shares (part of my AIM BPR portfolio) had been doing so well recently. Thanks for flagging this.
X-Trapnel (@x-trapnel.bsky.social) reply parent
To be honest I never quite understood what the escrow business was although it formed a big part of the company 4 or 5 years ago. I’m also hoping that the interims provide some worthwhile progress. Not too long to wait.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Slide rules and log tables only when I took my school Maths exams!
X-Trapnel (@x-trapnel.bsky.social) reply parent
I’ve held #NCC.L for ages. Things look to be on the improve as far as I can see but it’s still a heavily shorted share by all accounts, which is a concern.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Germany was ahead of expectations for #GAMA.L so I guess it was the mildly cautious note about UK trading that has upset the market. Perhaps expectations had got ahead of themselves.
X-Trapnel (@x-trapnel.bsky.social) reply parent
There’s still plenty of time left. #BRBY.L are fully capable of plunging back down again based on previous form!
X-Trapnel (@x-trapnel.bsky.social) reply parent
I find that rather scary. It appears company executives are editing their announcements to make them sound more positive irrespective of the actual news they want to disseminate. And they’re admitting it too.
X-Trapnel (@x-trapnel.bsky.social) reply parent
I’m still trying to work out exactly what this means. Especially the reference to “onboard surveillance systems” which is, after all, the main specialisation of #SNX.L.
X-Trapnel (@x-trapnel.bsky.social) reply parent
I had thought that the Stock Challenge #ukstockchsllenge was finishing for good in April so glad to see that it’s still up and running.
X-Trapnel (@x-trapnel.bsky.social)
An unfamiliar place for me to be with just one day left on the UK Stock Challenge. What eill today bring? Meanwhile entries for May close on Monday. Stockchallenge.co.uk.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Good luck. DYOR of course. It will go ex-div for a 3% dividend this Thursday.
X-Trapnel (@x-trapnel.bsky.social) reply parent
#HFEL Henderson Far East is yielding around 12% currently. I’m not sure this yield is sustainable but capital values could appreciate if Asia finds a way to profit from mishaps in the US.
X-Trapnel (@x-trapnel.bsky.social) reply parent
I agree. The next big market move is more likely to be down than up IMO. Trump won’t be able to resist settling an old grudge or trying to act tough in front of his MAGA base for long. I’m taking advantage of this mini rally to boost my cash holdings. Opportunities will soon present themselves.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Delete “potentially” IMHO.
X-Trapnel (@x-trapnel.bsky.social) reply parent
“The Board of Wood has now received a holistic non-binding conditional proposal”. That sounds very New Age. 😃
X-Trapnel (@x-trapnel.bsky.social) reply parent
Trump, later today - “I see your 125% and I raise to xxx%”. How can anyone do business in these conditions?
Unusual Whales (@unusualwhales.bsky.social) reposted
Alright, I think people knew of the tariff pause and traded it beforehand. You can see before Trump posted "buy" on Truth Social, traders opened $QQQ $TQQQ and $SPY calls RIGHT BEFORE THE NEWS, someone opened $SPY 509 calls, expiring TODAY!!!!!!!!!!!!!!!!!!!! Those calls are up 2100% in one hour.
X-Trapnel (@x-trapnel.bsky.social) reply parent
X-Trapnel (@x-trapnel.bsky.social) reply parent
Not forgetting the enormous profits that were made from insider trading yesterday in the 10 minutes before the tariff delay announcement went public.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Also, EU will vote on counter measures tomorrow. I wouldn’t be surprised if as well as tariffs on goods they float the idea of some sort of enhanced digital sales tax on Amazon, Google etc. That would really upset the apple cart!
X-Trapnel (@x-trapnel.bsky.social)
Bought Impax #IPX.L at 126p. The loss of the SJP mandate was known about months ago. I think the SP has fallen too far.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Where are you off to? Holiday?
X-Trapnel (@x-trapnel.bsky.social) reply parent
I’m not brave enough to buy small caps at the moment but I did have a little nibble at #DGE and #BP just before the close. Let’s see what Monday brings.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Afghan volleyball is the best volleyball.
X-Trapnel (@x-trapnel.bsky.social) reply parent
ALDI is good for many things but avoid the coffee.
X-Trapnel (@x-trapnel.bsky.social) reply parent
You must be doing something right!
X-Trapnel (@x-trapnel.bsky.social) reply parent
70% of the market cap is cash and its Shire Foods investment is performing well. It’s a shame the shares are so illiquid or I would look to increase my holding.
X-Trapnel (@x-trapnel.bsky.social) reply parent
#SCGL.L had a huge SP spike back in January but has given most of these gains back now. I’m not sure if that article was written before or after that. I know almost nothing about the company. Market cap now below £10M. Definitely a DYOR situation.
X-Trapnel (@x-trapnel.bsky.social) reply parent
#EML.L directors have awarded themselves bonuses for pursuing this litigation as I recall. Does this mean they can now start paying these, or do they come further down the track?
X-Trapnel (@x-trapnel.bsky.social) reply parent
They should try Purl Jam next year.
X-Trapnel (@x-trapnel.bsky.social) reply parent
Something is certainly going on today. Volume not particularly high though.
X-Trapnel (@x-trapnel.bsky.social) reply parent
I just sold mine at 718p. They’ve been underwater for me for 6 months so I was pleased to get out with a small gain. But have I sold too soon? Quite possibly.