Offshore
Photo
Librarian Capital
Spirax $SPX price & valuation snapshots (Evenlode)
"Significant valuation de-rating (from 45x to 23x)"
"Operational headwinds" include "Covid-related destocking at Watson-Marlow’s biopharmaceutical customers, and the global downturn in industrial production demand" https://t.co/J1TfRon8AO
tweet
Spirax $SPX price & valuation snapshots (Evenlode)
"Significant valuation de-rating (from 45x to 23x)"
"Operational headwinds" include "Covid-related destocking at Watson-Marlow’s biopharmaceutical customers, and the global downturn in industrial production demand" https://t.co/J1TfRon8AO
tweet
Offshore
Photo
Librarian Capital
Vistry $VTY vs. inflation:
"Within our Partnerships model we have fixed revenue agreements ... We pass an element of cost risk to our subcontractors, including a sensible level of cost contingency and / or fixed price allowances to cover some level of inflation" (2023 annual) https://t.co/Eo49uvNZKM
tweet
Vistry $VTY vs. inflation:
"Within our Partnerships model we have fixed revenue agreements ... We pass an element of cost risk to our subcontractors, including a sensible level of cost contingency and / or fixed price allowances to cover some level of inflation" (2023 annual) https://t.co/Eo49uvNZKM
tweet
Offshore
Photo
Librarian Capital
How to use headlines to frame an issue, FT and political donations edition
Unite gave £573.9k to 88 Labour MPs
FT headline: "Unite gives more than £500,000 to Labour MPs"
Arden gave £46.8k to 39 Labour MPs*
FT headline: "Arden funded 1 in 10 Labour MPs"
* as candidates https://t.co/G0Oaw3p6hf
tweet
How to use headlines to frame an issue, FT and political donations edition
Unite gave £573.9k to 88 Labour MPs
FT headline: "Unite gives more than £500,000 to Labour MPs"
Arden gave £46.8k to 39 Labour MPs*
FT headline: "Arden funded 1 in 10 Labour MPs"
* as candidates https://t.co/G0Oaw3p6hf
tweet
Offshore
Photo
Hidden Value Gems
I am excited to announce the launch of the third Investment Masterclass. I will share:
➡️How I apply my unique investment method in practice to generate above-average returns
➡️Where to find new investment ideas
➡️Practical application of critical valuation tools and methods
➡️Portfolio management (position weights, taking profits and dealing with losers)
➡️How to avoid typical investment mistakes
Participants will receive a complimentary Investment Analysis package (proprietary Excel templates for valuation and financial analysis and an Investment Checklist).
Register today to secure your place and receive an early-bird discount 👇🏽
tweet
I am excited to announce the launch of the third Investment Masterclass. I will share:
➡️How I apply my unique investment method in practice to generate above-average returns
➡️Where to find new investment ideas
➡️Practical application of critical valuation tools and methods
➡️Portfolio management (position weights, taking profits and dealing with losers)
➡️How to avoid typical investment mistakes
Participants will receive a complimentary Investment Analysis package (proprietary Excel templates for valuation and financial analysis and an Investment Checklist).
Register today to secure your place and receive an early-bird discount 👇🏽
tweet
Offshore
Photo
Hidden Value Gems
I am excited to announce the launch of the third Investment Masterclass. I will share:
➡️How you can apply my investment method in practice to generate solid returns
➡️Where to find new investment ideas
➡️Practical application of critical valuation tools and methods
➡️Portfolio management (position weights, taking profits and dealing with losers)
➡️How to avoid typical investment mistakes
Participants will receive a complimentary Investment Analysis package (proprietary Excel templates for valuation and financial analysis and an Investment Checklist).
Register today to secure your place and receive an early-bird discount 👇🏽
tweet
I am excited to announce the launch of the third Investment Masterclass. I will share:
➡️How you can apply my investment method in practice to generate solid returns
➡️Where to find new investment ideas
➡️Practical application of critical valuation tools and methods
➡️Portfolio management (position weights, taking profits and dealing with losers)
➡️How to avoid typical investment mistakes
Participants will receive a complimentary Investment Analysis package (proprietary Excel templates for valuation and financial analysis and an Investment Checklist).
Register today to secure your place and receive an early-bird discount 👇🏽
tweet
Offshore
Photo
Librarian Capital
Not pump & dump, Saudi SWF & Nintendo edition
tweet
Not pump & dump, Saudi SWF & Nintendo edition
$NTDOY
How it started . . .
How it's going. https://t.co/LGkfU9tmLN tweet
Offshore
Photo
Librarian Capital
Pepsi $PEP FY24Q3
Q3 revenue +1%, EBIT +6%, EPS +5% (all ex-FX)
"Subdued category trends in N America"
Beverages NA vol. -3%, revenue +1% organic
Fritzo NA volume -1.5%, revenue -1% organic
FY24 outlook
Revenue +LSD organic (was 4%)
Core EPS up "at least 8%" ex-FX (unchanged) https://t.co/lEOf0cfVHC
tweet
Pepsi $PEP FY24Q3
Q3 revenue +1%, EBIT +6%, EPS +5% (all ex-FX)
"Subdued category trends in N America"
Beverages NA vol. -3%, revenue +1% organic
Fritzo NA volume -1.5%, revenue -1% organic
FY24 outlook
Revenue +LSD organic (was 4%)
Core EPS up "at least 8%" ex-FX (unchanged) https://t.co/lEOf0cfVHC
tweet