Exited both! Halfords #HFD 141p "Optimism Bias"—constantly promising a "Fusion" strategy that investors currently now viewing with skepticism. ​WH Smith #SMWH 635p Suffering from "Complexity Fatigue"— pivot to global travel supposed to be seamless, but the management lost its grip on accounting.

​Rank #RNK Share Price 98.4p (-6.6%) Hit by €7.1m fraud in Spanish units Enracha & Yo. ​In reality, a small loss vs market cap, but internal control questions remain. A once-off fraud or more to come? I'm not yet ready to gamble. Just, more surprised, SP held up as good, post UK Budget.

📉 DCC plc #DCC Share Price 4706p (-5.43%) Completed its £600m tender offer, buying back ~11.6m shares at £51.70 (~12% of issued stock) and cancelling them. Yet, SP less than strike price —suggesting sentiment is weak. � A Core Holding! A decent long term investment. Have to add on bargain price.

Strix plc #KETL Share Price 46.75p I put the jig saw pieces together over the weekend. Ltle downside from here. Mgmt can now focus on the control division, deal with copyists, innovations tarrifs, and no debts. No surge in SP at the open. Quickly doubled my position. What will institutions do?

Strix ​$KETL Share Price 47p (+15.6%) Billi sale is the ultimate "Get Out of Jail" card. ​No more operating under the bank’s thumb or dodging 2.75x debt rules. Every decision is now for growth, not survival. ​New mgmt = clean closets All now about selling controls. I just bought a core holding!

Strix ​#KETL Share Price 47p (+15.6%) ​ Why hasn't SP jumped even further? 📉 Growth investors v Value! 1️⃣ Growth funds exiting as Billi (the star) leaves. 2️⃣ Macro fears on China/Tariffs. 3️⃣ Mgmt transition in 2026. ​But for value seekers,"Debt Overhang" can disapear. Re-rating will take time. ⏳

Strix ​#KETL Share Price 45.7p (+12.5%) Selling Billi for £110m! 🤯 Investors effectively get the world-leading kettle controls biz for "free."Net debt wiped out, £37m cash buffer. Will take time to forgive mgmt and re-rate, as a Low Risk (Value/Income play) Deal must get done. I'm buying here.

Whitbread #WTB Share Price 2570p (+5.6%) I know now why SP jumped! Was content to keep averaging down lower. Realising hotel rooms may get more difficult to fill because of consumer discretionary trends of not going places. A core holding already acquired Will watch CORVAX and their intentions!

Saga #SAGA Share Price: 353p Funds received from Ageas as the insurance partnership goes live. A simpler model, clearer earnings and sentiment turning positive after years of disappointment. Leverage fears fade! Off-loading a few shares on the way up. The sun at last keeps shining! Fair Value

8 tech-leaders sitting on a beam! Worth framing!

Whitbread #WTB Share Price 2360p ​Jefferies sees "strong market positioning & solid execution" but concerned by weak earnings momentum & capital allocation strategy, noting medium-term plan timing offers "little offset" to current challenges Been averaging down. My bullish sentiment is weakening.

💥 Card Factory #CARD Share Price 74p (-23%) Difference between the market's expected adj PBT of £70M and the new guidance of £55M - £60M is the core of the disappointment. IMO. Other retailers creating space for cheaper cards is hurting #CARD's niche. Likely to see similar warning in December '26

Brookfield Asset Mgmt $BAM Share Price $54.59 ☆ Predictable fees ☆ High-quality real assets ☆ Conservative leverage ☆ A global diversification buffer A solid long track record Some loose or unusual accounting methods used. Hmm... However still bought an initial position. Seeking slow compounding

Year Ahead(IMO) At best, Dec ’26 indices finish only 2–3% above their Dec ’25 close. Profits do rise next year, but likely share face further P/E derating. US growth holds up; but Europe and the UK remain flat. Some firms gain market share even as the overall market shrinks. Now how to shuffle!

Uber Technology $UBER Share Price $83.50 (↓5.7%) Drop driven mainly by competitor moves & market sentiment Risks include watching regulatory/labour costs, margin pressure, macro risks, execution, and pricing competition Plenty of room for other competitors. SP may fall further, but I added more!

Auto Trader Group #AUTO Share Price 597p (+0%) It's interesting to hear a criticism of AutoTrader. In the last month, the AutoTrader Share price is down 20%. Are there structural problems? Just watching and learning. youtu.be/twXVoomxT0c?...

SAGA plc #SAGA Share Price 329p (+3.6%) My "oversized position" looks like a bargain in hindsight. Of course, it was high risk/reward! Seems prudent now to reduce my Saga holdings by 40%. The remaining 60% holding is large enough to remain a core holding. I can be patient with the balance.

Nomad Foods $NOMD Share Price $11.91 Adding slowly to build a core holding Nomad's share price is "relatively cheap". Short-term headwinds are apparent. Not expecting much. Giving it a year to work on margins. Profitability under threat, but confident mgmt's plan should improve matters. A Hold.

Big Technologies #BIG Share Price 67p (+6.7%) A sentiment change might see SP climb back to 80p level in the short term. Felt SP fall was over punished pending likely litigation outcomes. I'm focusing on the #BIG cash level, new contracts & profit guidance. A High Risk/Reward Core Holding!

Big Technologies #BIG Share Price 66.5p (+5.7%) Sentiment is the key to the lock Yes, litigation concerns continue to scare! Falling SP is a jail "sentence" that is being paid by holders. But, TU and the new contracts announced today help. Pushing my doubts away. Feeling released to add more.

SAGA plc #SAGA Share Price 317p (+8%) No RNS news yet – market left to speculate What’s not known? Possibly improvement on the insurance side, a surprise strategic move, or even takeover chatter Potential earnings upgrade looks more likely Reducing holding a little in case the weather changes.

Saga plc #SAGA Share Price: 292p (+8.2%) No fresh RNS. No meaningful short interest. Nothing from social chatter. SP pushing higher Today’s trading volume is well above the daily average. Sometimes enough to draw in momentum buyers… Is it just noise before the weekend? Doubt it. A Core Holding

Trustpilot plc #TRST Share Price 129.2p (pre-open) Shorters may try to drive the price lower at the 8:00 a.m. open after yesterday’s fear-filled drop. Once negative sentiment pauses, a sharp rebound looks likely. Bought for a trade — will add further on any early SP dip. youtu.be/_xnX-29QA5E?...

Trustpilot #TRST Share Price 128p (-33%) Shares plunge after short-seller claims “mafia-style” tactics: businesses pressured to pay or face negative reviews History repeats itself – stock likely still overvalued, but if claims are overblown, could be approaching a buy zone Tempted with Play Money

Beximco Pharma #BXP Bid/Offer 41.25p/41.75p Key catalysts: *High Court ruling *BSEC resolution *Timely results Almost a Binary outcome… but upside is sizeable if clarity arrives Scenario A (governance fixed): Fair value 70–95p Scenario B (drag continues): Fair value 35-50p. A Core Holding!

On the Beach PLC #OTB Share Price: 207.2p Just topped up again! A Core Holding now. Love Holidays, a competitor is 2.4x bigger than OTB. Love Holidays, in its IPO (mid-2026), with PR spin, will target a £1 billion-plus valuation. Hmm... #OTB valuation should benefit.

Recent weeks feel like a physical struggle. Every forward push is soon snapped back by the unseen elastic band fixed firmly to our momentum."

TBC Bank #TBCG Share Price 4001p (-2.7%) ​Recent regulatory "hiccups" have set progress back ~1 year, but these headwinds are fully recoverable Happy to add to the core holding Yes, country risk exists! SP will climb in time. Some will trim holdings I prefer LT compound profits and divi growth!

Dec 3rd 2025. A few UK-listed shares with 7:00 a.m. RNSs. Interesting to note their Share Price movements in first 15 minutes of trade.

Nomad Foods $NOMD Share Price $12.08 Snatched a holding today. Why? I'm seeking a few dull and uninspiring stocks, out of favour but selling very cheaply. Watched, listened and read what I could research. Nomad Foods fit the bill! In 2026 Pricing up on food products Efficiency program starts.

On The Beach #OTB ​Share Price: 215p Analysts been less enthusiastic. Profit forecasts lowered. May explain recent SP drop. FY26 Adj PBT Mgmtbguidance £39m-£43m is today's real story! Margin expansion + £25m buyback reinforces upward SP path. In time upgrades? Upside bigger than the Downside!

On The Beach #OTB Share Price 217p (+12.6%) FY Margin Magic! Adj PBT rose 20% on a modest 6% revenue increase and 11% TTV growth, confirms successful margin expansion. Hmm.. Forward bookings are up, strong cash flow, dividend and a large share buyback programme. Paying Up to Buy Now. Humbug!...

Whitbread PLC #WTB Share Price: 2,490p Did SP overreact post-Budget? No, if consumer spending slows, cost inflation bites and Germany adds risk. The £40m rates hit is only ~£1 per guest across ~40m stays. Hardly a major deterrent. Doubled my Holding! Smart? Not overly cheap, but I’ll sleep easy!

Whitbread #WTB Share Price 2490p (-11.45%) ​If the £50m extra Rateable Valuation is spread across their 68K (on average) rooms let for 365 nights Then... ~£735 is the extra yearly cost per let room Implies ~£2 extra cost for each let room per night Has Market Overreacted? Yes, if sums correct.

Whitbread #WTB Share Price 2530p (-10%) Bernstein, downgraded its rating for Whitbread, calling the business rate changes a "hammer blow." Another firm, Citi, estimated the cost impact to be ~£43m Whitbread would look to offset it through cost-cutting Was cheaper SP for good reasons. Ouch!

​Big Technologies #BIG Share Price 59.29p Issue isn't the profitable core business or the £95m cash pile! It's the unquantifiable Litigation Risk Premium with The High Court battle (with £320m asset freeze + forgery claims). Awful sentiment. SP overdiscounting risks? Added 15% more! Pity Me!

Whitbread #WTB Share Price: 2,630p (-6.4%) Heavy drop this morning with no clear news. Looks like insiders have been trimming, A likely mix of wage pressures, Germany softening, and possibly a fully valued SP. Bought the dip <2,600p, adding 25% to my holding. Still a Buy-and-Hold for me.

​Rank #RNK Share Price 107p (-9.78%) ​Remote Gaming Duty (RGD) to spike to 40% is an Omega Disaster for profitability. The £46m cost wipes out the £25m UK Digital profit, Duty hike must urgently be reviewed before it pushes users to the black market. No position but think Quietly Exit Fast.

Halfords #HFD Share Price: 140p (-2.5%) H1 today and broadly solid, but the real story for me is my renewed confidence in mgmt. Taken the opportunity to buy-in big! Not expecting instant fireworks, Can see the makings of future good dividends and capital gains. Getting towards a core holding!

Mobico #MCG Share Price: 21.58p (-0.55%) Q3 trading update and mgmt webcast disappointing. Mgmt seem reactive, cost cuts urgent, leverage high, contracts restrictive. Risk/reward profile unclear—appealing mainly to investors who thrive on risk. Recovery looks distant No return ticket up as yet!

Brickability ​#BRCK Share Price 52.4p H1 FY26 in image below! Consensus market expectations for FY26 of revenue of £650m and adjusted EBITDA before SBP of £52.25m Spreading risk into slow mover near bottom of a cycle. Buillt my Core Holding here, cheaply brick by brick Adding today 10% more!

Spectra Systems #SPSY Share Price 126.75p (-1.36%) The story hasn’t changed lately, but the sentiment has! Do institutions have any concerns on mgmt's ability to deliver on existing contracts on time and on budget? Enough time remains to win new contracts. Thinking risk/reward on my side. A Buy

Big Technologies #BIG Share Price 59.45p (-5.03%) Not trading weakness. Hmm... It’s the drawn-out legal fight with the founder. A £320m claim, plus a likely Buddi settlement, weighs heavily. ​Others selling at these lows, suggests they know something I don't. Bought when <80p Now averaging down

Intercede Group #IGP Share Price 132.25p (+4.18%) 📈 New Q3 contract wins & renewals totalling $4.2 m+. Has disappointed as Retail Investors bought into the hype and held. Any growth still feels more “small business potential” than breakout scale. Mgmt haven't delivered as hoped! Not4Me

Kingfisher #KGF Share Price (pre-open): 292p Q3 results out this morning. Trading steady in core categories, but big-ticket remains soft. Positive outlook commentary is the key focus now as the market gauges the full-year path. Yes, a bit boring but I will add on open. A Core Holding!

​⚕️ Oscar Health $OSCR Share price $16.60(+23%) Surge is driven by a Politico report on the potential 2-year extension of Obamacare subsidies. Huge plus for ACA marketplace insurers like Oscar Health. Analysts forecast strong future revenue & earnings growth, On FOMO, I've bought a new position!

Novo Nordisk $NVO Share Price $44.37 (-6.84%) I added here today on a falling share price knife. Hmm... Maybe too quick. Poor or bad news for $NVO hitting the market with regularity. Upside on earnings growth seems complicated and further away. A cheaper SP as Risk/Reward Price being reset.

Novo Nordisk $NVO Share Price: $44.22 (-7.2%) A sharp fall today as the Alzheimer’s trial for oral semaglutide failed to show real clinical benefit. Investors had hoped for a major new use-case beyond diabetes and obesity. Miss has knocked confidence hard! Average Down Slowly. Let market guide!

Uber $UBER Share Price: $83.87 SP wobble after EU AI pay case (WIE) raises concerns. Mobility margins may be peaking AV investments remain long-term bets Q3 growth is strong, but caution weighs on sentiment A challenge due to increased costs and uncertainty Risk profile is up, but I've Added.