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The most recent posts from across the site.

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Daily Stock Market Report (Mon 19th Oct 2026) - BKS, MUL, SQZ, VLX, CLIGPhoto of Graham NearyGraham Neary35
Daily Stock Market Report (Thur 22nd Oct 2026) - BMY, ARBB, CAM, REC, ESNTPhoto of Graham NearyGraham Neary83
MYCELX: profit warning as a $2m project slips, and the CEO lends up to $500kPhoto of Graham NearyGraham Neary0
Daily Stock Market Report (Thur 8th Oct 2026) - FAN, FSG, IGP, TSCO, MYXPhoto of Graham NearyGraham Neary40
The Week Ahead (19 Oct – 23 Oct): Tesla & Bloom Energy to Report as the AI Trade Wobbles
Stock Picks
Photo of Dr James FoxDr James Fox9
Essentra: like-for-like revenue up 10.8%, but 16x earnings keeps us neutralPhoto of Mark SimpsonMark Simpson0
Record: £2.2m of performance fees and strong inflows lift our view after two profit warningsPhoto of Mark SimpsonMark Simpson0
Daily Stock Market Report (Wed 21st Oct 2026) - HDD, HFD, SRB, DUKEPhoto of Graham NearyGraham Neary75
Camellia: weaker trading points to a £3m–£5m loss for the year, and we turn more cautiousPhoto of Mark SimpsonMark Simpson0
Bloomsbury Publishing: first-half profit falls 30%, so it needs a big second halfPhoto of Mark SimpsonMark Simpson0
Duke Capital: shares fall nearly 20% on bulletin board chatter, while cash revenue holds at £7.0mPhoto of Graham NearyGraham Neary0
Serabi Gold: permit delays cut gold output guidance by about 17%, and we turn neutralPhoto of Graham NearyGraham Neary0
Daily Stock Market Report (Tue 20th Oct 2026) - CRPR, WIX, G4M, SBRE, BPMPhoto of Graham NearyGraham Neary33
Halfords: like-for-like sales up 7.1%, but no upgrade and a full valuation cut our viewPhoto of Edward SheldonEdward Sheldon0
Hardide: revenue more than doubles to £13.5m and profit beats forecastsPhoto of Edward SheldonEdward Sheldon0
Volex – Providing Solutions for the Digital World
Stock Picks
Photo of Edward SheldonEdward Sheldon14
Sabre Insurance: profit on track, but broker cuts premium forecast by 2.3%Photo of Graham NearyGraham Neary0
Gear4music: revenue up 6%, but warehouse costs cut first-half EBITDA to £5.7mPhoto of Edward SheldonEdward Sheldon0
Wickes: sales growth speeds up to 4.5% in Q3, on track for full-year forecastsPhoto of Graham NearyGraham Neary0
James Cropper: full-year EBITDA now 10–20% ahead of expectationsPhoto of Edward SheldonEdward Sheldon0
BP Marsh: NAV per share rises to 996p, but the shares still trade at a 32% discountPhoto of Graham NearyGraham Neary0
City of London Investment Group: $667m of net outflows in the quarter hits the sharesPhoto of Mark SimpsonMark Simpson0
Volex: organic growth of 21% slows to a more normal pace, profit near top of rangePhoto of Graham NearyGraham Neary0
Serica Energy: Triton delay cuts 2026 output to just below 40,000 boepdPhoto of Mark SimpsonMark Simpson0
Mulberry: full-price sales lead an in-line first half under new creative directorPhoto of Graham NearyGraham Neary0
Watches of Switzerland Group: A Play on the Top End of the K-Shaped Economy
Stock Picks
Photo of Edward SheldonEdward Sheldon6
Churchill China: net cash and a potential operational recovery priced at 8.8x earnings
Stock Picks
Photo of Dr James FoxDr James Fox7
Market Musings 171026: Boring is BACK
Folio Management
Photo of Edmund ShingEdmund Shing5
Daily Stock Market Report (Fri 16th Oct 2026) - WISE, ENT, RNK, SSITPhoto of Graham NearyGraham Neary23
Daily Stock Market Report (Thur 20th August) - JD., CGS, RBN, CAPD, AT., HAS, SDLF
Stock Picks
Photo of Graham NearyGraham Neary33
Seraphim Space Investment Trust: NAV up 103% on ICEYE, but valuations look stretchedPhoto of Graham NearyGraham Neary0
Rank Group: UK digital revenue up 6%, but a rise in machine duty is the main riskPhoto of Graham NearyGraham Neary0
Entain: guidance held, but 3.1x leverage and a 36% fall in Brazil keep us cautiousPhoto of Graham NearyGraham Neary0
Wise: revenue growth slows to 21%, but the shares still offer decent valuePhoto of Graham NearyGraham Neary0
Webinar Discussion: Four kinds of share lose money. Do you own one?
Stock ScreeningStockRanks
Photo of Edward CroftEdward Croft37
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