Ben Sharman 🇺🇦🇵🇸 @BenSharman
Be nice. instagram.com/sharman.ben?r=… South East, England Joined January 2009-
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M&G (#MNG) has published their 2023 results including: ✅️ Net client flows +£1.1bn ✅️ Adjusted pre-tax operating profit +28% ✅️ Operating capital generation +20% ✅️ Solvency cover of 203% I continue to hold.
#STVG studios have announced a order from Warner Bros - 40 episodes of the Yorkshire Auction House + others. This comes days after an announcement that they have secured a first Netflix commission for The Witness. Starting to look good at STV💪
Would highly recommend this to investor friends. [Lex Fridman Podcast] #413 – Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech #lexFridmanPodcast podcastaddict.com/lex-fridman-po… via @PodcastAddict
Nice uplift to NAV at #GCL with a 3.5% rise to 78.3p, currently 62 bid o sitting on an unusually wide 21% discount. The uranium sector looks like its building out of a nice flag, so this is, imo, optimum time to add. Which I have done.
Investment conferences in short - 1) UK microcaps are a goldmine (states UK microcap fund manager). 2) UK stocks will outperform for 20 years (says UK fund manager). 3) Private equity set to boom (PE fund manager) 4) Value has never looked better (value fund manager) etc.
UxC reporting $104/lb. spot U3O8 (+$8.10)
Very much wishing that 2024 brings ceasefires and peace around the world, and that innocent children caught in these dreadful conflicts have some kind of hope.
Grrrr…. @theAliceRoberts sent me this and it’s driving me mad!! I’ve got 39. Help me out!!! You need to find 50 bands or solo artists.
#OMG As expected, an excellent set of FY23 results. Progressive have upgraded forecasts (again) today, increasing revenue forecasts for FY24 by 10% and introducing FY25 forecasts with a further uplift.
#OMG As expected, an excellent set of FY23 results. Progressive have upgraded forecasts (again) today, increasing revenue forecasts for FY24 by 10% and introducing FY25 forecasts with a further uplift.
Join us at MelloLondon for our best ever keynote speaker line up across the two days! Limited tickets remaining - Use code ML40X for 40% off your tickets! tickettailor.com/events/melloev…
The sick, inflammatory rhetoric of a hard right Home Secretary appears to be cranking up in the face of a Prime Minister who can’t decide what to do with her. Her nastiness is matched only by her ambition and vanity
The sick, inflammatory rhetoric of a hard right Home Secretary appears to be cranking up in the face of a Prime Minister who can’t decide what to do with her. Her nastiness is matched only by her ambition and vanity
Looking forward to attending Mello in Chiswick at the end of the month. Lots of great speakers including @CapitalPmh and @RebelHQ and businesses to investigate. Let me know if you want to meet up and chew the fat over a beer. @MelloEventsUK
I have written to the Prime Minister to express my growing distress over his continued refusal to call for a ceasefire.
uranium deficits forecasted from literally right now all the way out to 2040 with no end in sight. i've never seen an industry with such good long term measurable fundamentals as #uranium right now in all the time ive been trading. even if U price skyrockets, it wont bring new…
uranium deficits forecasted from literally right now all the way out to 2040 with no end in sight. i've never seen an industry with such good long term measurable fundamentals as #uranium right now in all the time ive been trading. even if U price skyrockets, it wont bring new…
#Saintsfc Che Adams I can understand BUT why sell @NathanTella_11 when he did so well in the Championship last season? What's the point of loaning players to improve them only to sell them on? @AdamBlackmore @SaintsFCPodcast
The thing with the refugees in boats is partially due to a mismanaged foreign policy over the years. Look at how we messed up in #Afganistán and let the #Taliban take power back. A consequence of this is people fleeing for safety to Europe and by boat to the UK.
WheelieDealer @wheeliedealer
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5K Followers 409 Following Bringing logical analysis/research to my investments. The greatest investment we'll ever make is time itself. So DYOR and always check everything yourself.ᴍʙᴛʀᴀᴅɪɴ�.. @MBdaytrading
3K Followers 313 Following buymeacoffee ☕️🤝👉 https://t.co/579QxgxIa8 : You are accountable for your trades! #THFC⚽️Dan George @DanGeorgee
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9K Followers 2K Following London South East is one of the UK's leading share information websites for the private investor community.✍️ 'I'm not writing you a sick note. If you were really ill you wouldn't have the stamina to get a GP appointment' My latest cartoon for tomorrow's @Telegraph Buy a print of my cartoons at telegraph.co.uk/mattprints Original artwork from chrisbeetles.com
@JohnM_AIM #AAZ is very cheap once production starts again but in the resource area the U.K. market no longer seems to be future looking, and only values what has already happened. Creates opportunities for a number of companies with copper and gold assets imo.
@BenSharman @equals__money To me #AGFX is a turnaround story that will take 3-4 years to fully play out. Nonetheless, there's plenty of self-help measures that can be done in the meantime. Meaning any near term pain, will hopefully not detract from the #Argentex's longer term prospects. FY23 results,…
Ok, obvious question… why is Lead Legs in goal and not Lumley? #SaintsFC
Worth a read & I share James sentiment on renewable funds.
James Carthew @QuotedData adds to his renewables fund holdings where he already owns BSIF, UKW, SEIT & reveals he is looking at UK equity income trusts whose share ratings have weakened recently. citywire.com/investment-tru…
Slightly controversial question. Do we need a UK stockmarket? With anti business politicians and a regulator that seems determined to make things difficult are investors and companies not better off looking to markets that value them?
#BCPT is to consider strategic options to increase shareholder value ahead of Q3/Q4 2024 Continuation vote. I hold🤔
#BCPT Balanced Commercial Property Strategic Review Up to and including the sale of the company-though no formal offers received yet voxmarkets.co.uk/rns/announceme…
Boring, boring #SMIF...paying a monthly dividend as usual...what's that you say...AND a bonus as well??😊
Transcript from #JD earnings call jdplc.com/sites/jd-sport…. More colour & granularity🤮on weak Q1 vs LY (tough comps, Q124 +15% yr/yr) "advisable not to interpret Q125 as a flat outcome". Perf of JD brand in US & 2 other fascia's (Shoe Palace & DTLR) showing wk on wk growth
@SFCsumma @SaintRob__ Join the film industry, has no relevance to what you want to do, but you get to set things on fire and blow things up which is rather therapeutic.
11 years ago today, the Great Lady past away. A fantastic economic legacy where Britain led the west in economic nous - since blown by decades of incompetence from Blair, Cameron and a plethora of other political clowns and charlatans.
Paging Soeaker @MikeJohnson - history is watching - do the right thing 👇
NATO’s 75th … a Foreign Ministers’ meeting … and what needs to happen next
I’ve belatedly realised I’m addicted to research…imho only a few businesses are worth getting into the weeds on …but it’s a very satisfying process to partake in when you find something worth digging into I’m a fractional owner not a trader btw
My Q1 Portfolio review incorporating Share Watch, a summary of March news flow shareknowledge.blog/2024/03/29/sha…
Good timing given the announcement of massive share buyback and Elliott's stakebuilding. Buyback sends a significant message of confidence in portfolio private holding valuations, and potential liquidity events thereof. I hold.
🔔 Join #SMT managers Tom Slater and Lawrence Burns for the bi-annual investor #webinar and learn about the growing success of our portfolio holdings. See details and register now: ow.ly/oqwU50QYsfp Capital at risk.