Full-time investor in quality stocks. My aim is to continually reduce the doubling time of my Voyager portfolio. I don’t tweet YTD, ATH, daily % move stuff.
East Anglia, England
Joined March 2011
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Nice one RR. I am hugely biased, of course
Today represents another important milestone on our journey to transform Rolls-Royce into a high performing, competitive, resilient and growing business.
We made significant strategic progress, alongside delivering improved operational effectiveness and strong financial performance in the first six months of 2026. We also delivered a significant business improvement, with higher operating margins in all of our divisions.
As a result of our strong start to the year, we have raised our guidance for 2026. Read more: ow.ly/ylOG50ZuxMx
#RollsRoyceResults2026
Dear HMRC; I had a delightful time today on hold as I enquired about a tax issue; lots of “thank you” jingles but nobody bothered to speak to me. You are almost impossible to contact, and in terms of snail mail correspondence with you, you are a world-class snail.
Stock Whittler retweeted
To save democracy we must confiscate your wealth. Stay turned for Part 2 when we must also confiscate your democracy.
Have to say I like that placing by AVG at zero discount. I rather feel I will be adding to my current holding shortly.
That was one of the best England performances for many years; never a dull moment. Bellingham, Pickford, Rice all world class players. The ref was also quality in a difficult match to handle.
Stock Whittler retweeted
This week Rolls-Royce Submarines officially started work on new facilities that will double the size of its submarine nuclear reactor manufacturing site at Raynesway in Derby. #AUKUS
See also navylookout.com/the-evolutio…
Stock Whittler retweeted
Woke up to the gutting news that Jeremy Clarkson has been diagnosed with aggressive prostate cancer. 😔
The man who’s made us laugh for decades, turned farming into must-watch TV, and never shies away from telling it like it is… we’re all rooting hard for you, JC.
I have said a number of times that the labour party should be rebranded as the benefits street party
For once, I agree with Trump. Yet, will schoolboy Ed, who has never had non-political work experience, ever be able to add up the crazy impact of his policy on our country?
Stock Whittler retweeted
#CLX returning to growth.
Write-up, following my catch-up with management.
martinflitton1.wixsite.com/p…
Stock Whittler retweeted
The plan to grow the UK economy by providing expensive energy and raising the cost of employing people is still failing to work. Who would have thought it?
Stock Whittler retweeted
Please can I ask all of my followers to sign and share the below petition.
As someone who was diagnosed with Prostate Cancer it should not be left to chance.
Let’s get a national screening program in place.
Thank you 🙏
petition.parliament.uk/petit…
Stock Whittler retweeted
From what he’s just said in the White House Donald Trump seems to think we’re selling the Chagos Islands to Mauritius (‘do the Brits need the money?’).
Of course the UK is surrendering sovereignty AND paying Mauritius up to £34 billion over the next 100 years to lease back the islands, in what must be the worst deal any government has made in modern times.
You own something that nobody can take from you (whatever international lawyers say).
You give it away to a country of which it has never been a part.
Then you pay billions to lease it back.
Bonkers
Stock Whittler retweeted
Trump takes a massive swipe at the UK's Net Zero policies:
"They're sitting on top of the North Sea, one of the greatest reserves anywhere in the world. But they don't use it..."
Stock Whittler retweeted
Let’s spend £4.5 trillion on net zero over the next 25 years.
Let’s ban new oil and gas licences in the North Sea but spend £40 billion buying the same North Sea oil and gas from Norway.
Let’s buy coking coal from Japan but ban UK
Ed Milliband is an absolute moron.
Stock Whittler retweeted
You do understand this only happening because your government has guaranteed a price £214/MWh based on 2024 prices and index linked for 20 years. Just about the most expensive electricity anywhere in the world — and you’ve locked it in for two decades. Do you have any idea what you’re doing …
Huge news for South West Wales. The first Celtic Sea floating offshore wind project (Erebus) has been confirmed as part of a record breaking auction for wind power. This matters for jobs from Port Talbot right across to Pembrokeshire.
gov.uk/government/news/recor…
Exited #ZTF today, decent enough return following the upbeat H1 in the summer, but this update IMO leaves the door open for a near-term miss. Just me balancing risk and opportunity.
It's been a while since I did anything of a portfolio update. So, here we go: as ever, the approach is 8/8 balanced with price & market direction. I am a touch light on the 8/8 with only 4 full positions & a couple of beefy apprentices at the moment: 1 of 4
3 of 4: Been at this game for >25 years & possibly the most significant learning point, apart from keeping things simple & listening to market direction, is that stocks that rise have a tendency to keep rising whilst losers hang out with losers and have a tendency to keep falling