Invested in UK small caps. Aiming to retire early through slow, cumulative investment gains. Currently experimenting with some trading - my hare portfolio 🐰.
Joined November 2021
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During the last three months, while unemployed (of my own choosing!), I've been experimenting with trading, making around 19%*. I call this my hare portfolio 🐰
A thread on what I learnt - including my mistakes - before I start my new job on Wednesday ⬇️🧵1/n
Tortoise investor retweeted
After the Budget, millions will use online tax calculators. But there's a privacy catch: we tested the seven most popular, and every one sends your income to a server.
Here's what MoneySavingExpert sends:
Tortoise investor retweeted
#HDD I first bought Hardide in June after an IC article (tinyurl.com/ICHardide), wondering if I was too late after a meteoric rise. I rapidly built an overweight position (avg 69p). I'm now up 72% & #HDD is 30% of my ISA. Here's why I expect another surge in December 🧵. DYOR.
Luxury groups’ value drops by €250bn as Chinese consumer demand fades - ft.com/content/1c3065cf-538f… via @FT
#AJB Assets under administration rose 6.1% in the quarter and 36% in the year. No commentary on revenues or performance vs analyst expectations. However, given the good quarter on quarter growth, and comparing HY results, I'd be surprised this hasn't beaten EPS estimates.
Impressive growth at #RSW with Q1 revenues up 48%. No comment on expectations but simplistically annualising Q1 revenue gets you above broker estimates. newsfile.refinitiv.com/getne…
#HFD: starting to think that there's a trend whereby a run up in the share price, without market expectations then raised, risks a drop at the open.
#HFD L4L revenues 7.1% at HY versus current 2.3% full year expectations, but no further upgrade at this stage. newsfile.refinitiv.com/getne…
Tortoise investor retweeted
Sigmaroc PLC $SRC.L's trading update reports nine-month underlying EBITDA up 7.5% to £207.3m, with the outlook unchanged from July. Standalone Q3 EBITDA growth slowed to 1.3% from 11.3% in the first half, and consensus revenue needs a steeper Q4 acceleration than EBITDA. #SRC
ALT Table comparing reported nine-month results, standalone third quarters and the fourth quarter implied by full-year consensus.
#HDD: PBT comes in 6.5% above market expectations. Expects 'further significant growth in FY27' and to double revenues again over the next two to three years.
Anyone know why Sigmaroc #SRC is down over 4% today? Maybe just risk off conditions?
Not a share I hold but was thinking about a trade into results tomorrow.
Eurgh -5.4% loss. The share price rose in anticipation of these results so an in-line was always going to disappoint. I'm still learning!
Tortoise investor retweeted
Bunzl PLC $BNZL.L's third-quarter trading statement reported 3.7% underlying revenue growth, accelerating through the year, with constant-currency growth of 3.1% ahead of the 2.7% full-year consensus rate. Guidance for a broadly flat operating margin was reiterated. #BNZL
ALT Table: Third-quarter revenue growth components for 2025 and 2026, with year-on-year changes calculated by Selfside.
#G4M trading update looks weak.
June update said 'Double digit percentage revenue growth'
Sept said 7.3% YtD growth blaming hot weather
Oct said 6% YtD growth
Jul-Sep were the first trading months where comparatives reflect when competitor PMT no longer in the market.