#AAZ 🆙+20%✅ £2.325✅Possible offer AAZ.L shares resumes trading this morning after a brief suspension prompted by online speculation & an early-stage approach from #ACG. Under #takeover rules, ACG has until 5pm on 24 December to decide make a firm offer or not for Anglo Asian Mining.

#VTY TU. Expectations unchanged with sales rate up 11% over the same period last year. Order book at £4.3bn, build cost inflation in line at low single digit %. Net debt reduction expected at December. Significant medium term opportunities.

#TWINPETESINVESTING #164 NOW LIVE Tune in to hear @conkers3.bsky.social and I discussing a host of common investing mistakes and research ideas including #DGE #REL #GSK #OKLO #TSLA #THG #PLTR and more! Please remember to like, subscribe, and comment! youtu.be/gyuPW0vNLD0?...

Nice to see another positive update from Anglo Asian Mining (#AAZ) which has had a bumpy ride over the last few years. Copper production up more than 3x from Q2 at 2.2k tonnes Gold and silver production also up strongly (silver more than 10x y-o-y). I continue to hold.

#SRB +4%✅£2.70✅ 😊 @htviolaheir.bsky.social recommended Serabi Gold as a research idea on the latest #TwinPetesInvesting podcast👍 $SRB Operational highlights: 📈 Record quarterly gold production of 12,090 oz✅ ⛏️3,875 m of horizontal development ✅ 💰Cash at $38.8m shorturl.at/JPpU8

#POLR 🆙+5%✅ £5.73✅ ✅ $POLR's AUM +15.3% to £26.7bn. ✅Investment performance contributed £3.6bn 👍Net flows -£58m Vs Q1: -£0.6bn ✅The pace of end-H1 AUM far exceed previous end-FY26 (31 Mar 26) forecast of £23.4bn. ✅Performance fees are also currently substantially higher

🌟NEW BLOG POST🌟 Quarterly review: sharper focus, improved dividend integrity, and clear top-10 theses. What changed, why it matters, and how I’m positioned for Q4. theethicalentrepreneur.com/fewer-better...

🌟 #TWINPETESINVESTING 163 NOW LIVE 🌟 @conkers3.bsky.social and I explore opportunities in the #mining sector with names including #FRES #BRWM #SRB #FCX #WPM #GGP #SLP and more! Please remember to like, subscribe, and comment! www.youtube.com/watch?v=0Vpw...

🌟 #TWINPETESINVESTING 162 NOW LIVE 🌟 In this episode, @conkers3 and I explore the role of growth stocks in a portfolio with names discussed including #LGEN #REL #JDG #ICG #III #EXPN and more! Please remember to like, subscribe, and comment! www.youtube.com/watch?v=J5Ug...

#TWINPETESINVESTING 161 NOW LIVE Tune in to hear @conkers3.bsky.social and I seeking defensible #incomeinvestments including #ADM #NEM #BILN and a HIDDEN Greek gem! Please remember to like, subscribe, and comment! youtu.be/9V2mPh4IIbw?...

Cracking half year update from Chesnara (#CSN) today indicating: ✅️ Cash generation +26% to £37m ✅️ Solvency II ratio +4% to 207% ✅️ Leverage ratio stable at 31% I continue to hold.

Investor Summit 2025 brought 350+ investors together for one of the UK’s leading investment conferences. Thanks to @conkers3.bsky.social and Copia Digital, the day featured world-class speakers and a live Twin Petes podcast. A day to be remembered! theethicalentrepreneur.com/investor-sum...

Another excellent podcast by @conkers3.bsky.social and @htviolaheir.bsky.social. showing that we do actually have quality companies in the UK! Oh, and for some reason I was let on the stage. Quality content from Peter and Henry as always! youtu.be/3QfH3-wmTr4?...

🌟 #TWINPETESINVESTING 160 NOW LIVE 🌟 Tune in to hear @conkers3.bsky.social and I explore investing strategies for winning in any market with a live showcase of the ShareScope platform at the Investor Summit Shares discussed include #GDWN #GAW #AJB #TAM and more www.youtube.com/watch?v=3QfH...

A HUGE thank you to everyone that came to support @conkers3.bsky.social and I yesterday at @_investorsummit - an absolutely FANTASTIC day! Special thanks to @matgregory.bsky.social for his part in our LIVE episode but also to everyone that came to see and support us!

Atalaya Mining (#ATYM) has published their H1 results indicating: ✅️ Revenue +60% to €254m ✅️ Earnings per share +246% to 30c ✅️ Net cash +32% to €70m ✅️ AISC -11% to $2.78\lb I continue to hold.

🌟 #TWINPETESINVESTING 159 NOW LIVE 🌟 Tune in to hear @conkers3 and I explore winning investments from the #FTSE100 including #SN. #REL #AHT #RR. #NWT #AAF PLUS PRIZE WINNERS for the Twin Petes Investing Challenge AND MUCH MORE! www.youtube.com/watch?v=2gg7...

Following a bidding war for New World Resources, Central Asia Metals (#CAML) has decided not to further raise their offer from A$0.065 a share having been outbid by Kinterra. I continue to hold.

Mony Group (#MONY) has published their interim results for the six months to 30th June indicating: ✅️ Revenue +1% to £225.3m ✅️ Post-tax profit +3% to £45.6m ✅️ Earnings per share +4% to 8.6p ✅️ Net debt -27% to £18.4m I hold.

#SNR 🆙 +11%✅ £2.10✅ ✅An excellent bit of business by Senior, announcing the sale of its noncore & lossmaking Aerostructures arm for £200m ✅Leads to immediate margin & profit improvements ✅Mid-term ROCE target 15-20% ✅£100m to fund debt reduction ✅ $SNR £40m share buyback

🌟 #TWINPETESINVESTING 157 NOW LIVE 🌟 Tune in to hear @conkers3.bsky.social and I discuss some quality AIM names including #TAM #NIOX #QTX #RKH #CMCX #MAB1 #FEVR #RMV and much more! Please remember to like, subscribe and comment! www.youtube.com/watch?v=4WVU...

Alumasc (#ALU) has published a trading update ahead of their full year results indicating: ✅️ Revenue +12% to £113m ✅️ Pre-tax profit +9% to £14.2m I continue to hold.

Concurrent Techology (#CNC) has published a H1 trading update indicating: ✅️ Revenue +27% to £21.3m ✅️ Pre-tax profit +4% to £2.4m ✅️ Order intake remained strong at £22m I continue to hold.

Surely they have higher revenue than £125m

Polar Capital Holdings (#POLR) has published an AuM update reporting that as at 30 June AuM was +8% to £23.2bn compared to £21.4bn. I continue to hold.

H1 trading update from Vistry Group (#VTY) today indicating: ❌️ Revenue -22% to £125m ❌️ Operating profit -33% to £80m ✅️ Net debt "significantly reduced" at £295m ✅️ On track to deliver FY increase in profit I continue to hold.

🌟NEW BLOG POST🌟 A reflective mid-year portfolio review for 2025 including key investment gains, takeover activity, lessons learned, and plans to simplify holdings. Read my candid update on performance, strategy, and outlook. theethicalentrepreneur.com/2025-half-ye...

✅ Maintaining the dividend for ~10% yield

Polar Capital Holdings (#POLR) has published their year end results indicating: ✅ Average AuM +17% to £22.9bn ❌ Pre-tax profit -6% to £51.6m ❌ Earnings per share -13% to 36.6p I continue to hold.

🌟 #TWINPETESINVESTING 156 NOW LIVE 🌟 Tune in to hear @conkers3.bsky.social and I discuss some beaten up UK industrial companies including #CRDA #SPX #ROR #RSW, takeovers including #WHR and #SXS and much more! Please remember to like, subscribe and comment! www.youtube.com/watch?v=ORfA...

Positive update from Gore Street Energy Storage Fund (#GSF) this morning: ✅ 1p dividend + 3p special dividend expected ✅ New, lower fee structure from Oct 25 ✅ US projects now fully operational ❌ NAV at 102.8p (Mar 25) Results due 17th July - I continue to hold.

I have a different take on #WISE.L: It IPO'd in 2021 when many overvalued companies came to the market. However the performance of the business since IPO has been phenomenal 👇 and surely it's this that matters more? This was not a junk over-priced IPO, it was a good business but highly-priced imo.

Pleistocene vibes 🪶

Okay this is getting ridiculous. In addition to the ongoing problems with the UK’s Labour Force Survey, the Wealth and Assets Survey (key source for measuring wealth inequality) has now also had its accreditation revoked due to falling response rates. osr.statisticsauthority.gov.uk/news/osr-sus...

🌟TWIN PETES INVESTING #155 NOW LIVE🌟 Tune in to hear @conkers3.bsky.social and I discuss bounceback shares including #RR. #GEN #BWY #ELM #MKS #SXS and more! Pleasure remember to like, share and subscribe! youtu.be/A1DUMdzdbts?...

📢I'm thrilled to share with u all that Sam Bell, the Copia Digital team & I have co-founded The Investor Summit📢 Please join us, our stellar guests, speakers & shrewd investors by purchasing your early bird tickets now investorsummit.co.uk for our 1st marquee investor event on 13/8/25 in London🧵1/

Another day, ANOTHER takeover - this time, my largest holding - Wa¹rehouse REIT (#WHR) at 109p - which I've held since IPO. Feels a little opportunistic but a good deal for Blackstone.

🌟 #TWINPETESINVESTING 154 NOW LIVE 🌟 Tune in to hear @conkers3.bsky.social and I discuss our Selling Strategies plus a raft of commentary on #CSN #DATA #AJB #BME #DGI9 #JUP and much more! Please remember to like, subscribe and comment youtu.be/oyfR79T-_JE?...

NEW BLOG POST Discover why the Investor Summit 2025 is a must-attend event for serious retail investors. A full day of timeless investing insights, high-quality networking, and calm long-term thinking. theethicalentrepreneur.com/investor-sum...

Couple of lovely Edinburgh watercolours by Louise Rayner (1832-1924) in forthcoming Lyon & Turnbull sale.

🌟 #TWINPETESINVESTING 153 NOW LIVE 🌟 Tune in to hear @conkers3.bsky.social and I interview GUEST STAR Sam Bell on all things investing and entrepreneurship PLUS a fantastic new Investing Event coming to London in August! youtu.be/fZzb7_26TT0?...

Another UK #takeover, #HAT RECOMMENDED FINAL CASH ACQUISITION bid @ £6.61 p/s ✅The bid = a near +83% premium✅ Vs when I raised HAT priced @ £3.62 as a #TwinPetesInvesting podcast research idea in Nov 2024. @htviolaheir.bsky.social & I debated H&T from 41 mins here youtu.be/GMOxHp4NEok?...

🌟 #TWINPETESINVESTING 152 NOW LIVE 🌟 Tune in to hear @conkers3.bsky.social and I discuss how to find quality smallcaps and avoid the dogs. Shares discussed include: #CER #FDM #CSN #HSD #AGTX #DGI9 #RDT #POLX #ENET #HUI and more! youtu.be/7wWW1igJTz8?...

NEW BLOG POST Discover timeless investing wisdom from Cicero, Graham, and Livermore to help you navigate market volatility with calm and conviction. A guide for thoughtful, long-term investors. theethicalentrepreneur.com/navigating-v...

Today, I listened to a fascinating interview with Julia Hoggett of LSEG. A really insightful, data-driven discussion about revitalising the UK's equity markets. Well worth a listen! youtu.be/m-16E_IweW4?...

With the start of the new ISA season and a handful of takeovers in my portfolio, earlier this month I added Alfa Financial Software (#ALFA) to my portfolio. First trading update released today indicates quarterly revenue +21% year on year to £31m.

NEW BLOG POST Learn how to identify high-quality dividend-paying companies during market downturns using proven metrics, timeless judgement, and technical insights. theethicalentrepreneur.com/finding-qual...

Great episode. I do love some macro chat. #CCH is one of those sleep well at night stocks. I think anything in the consumer staples sector is probably a good place to be atm. I wonder how much damage Trump has done that we just haven't seen yet. Could be an interesting year, tin hats all round.

🌟 #TWINPETESINVESTING 151 NOW LIVE 🌟 Tune in to hear @conkers3.bsky.social and I discuss strategies to combat the US tariff spree with shares including: #CNA #CCH #LLOY #BT. #LGEN #SBRY and more Please remember to like, subscribe and comment 🙏 www.youtube.com/watch?v=W99M...