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Hidden Value Gems
$GKP.L to pay $20m interim dividend and launch $10m buyback, around 8% total shareholder returns. This comes on top of $15m interim dividend in July and $10m buyback earlier this year. https://t.co/0rz9fZ1tOj
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$GKP.L to pay $20m interim dividend and launch $10m buyback, around 8% total shareholder returns. This comes on top of $15m interim dividend in July and $10m buyback earlier this year. https://t.co/0rz9fZ1tOj
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Librarian Capital
"China Slaps Levy on European Brandy" (Bloomberg)
"Importers will have to pay a deposit of as much as 39% of the value of brandy ... The document specifically mentioned European spirits makers controlled by Remy Cointreau SA and Pernod Ricard SA"
$RCO -7%, $RI -3.5%
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"China Slaps Levy on European Brandy" (Bloomberg)
"Importers will have to pay a deposit of as much as 39% of the value of brandy ... The document specifically mentioned European spirits makers controlled by Remy Cointreau SA and Pernod Ricard SA"
$RCO -7%, $RI -3.5%
China imposed a levy on brandy from the European Union, escalating a trade dispute days after the bloc’s decision to boost tariffs on Chinese electric vehicles https://t.co/4Eb5zraS2G tweet
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Librarian Capital
Imperial Brands $IMB FY24 pre-close
"Trading in line with expectations"
Tobacco & NGP revenue growth "strengthened" ex-FX
Gained share in US; lost in Germany, UK
FY25 capital return £2.8bn (FY24: £2.4bn)
£1.25bn buybacks
£1.5bn dividends (40.08p x 2)
Quarterly payments in FY26 https://t.co/GFzJ7w1YNk
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Imperial Brands $IMB FY24 pre-close
"Trading in line with expectations"
Tobacco & NGP revenue growth "strengthened" ex-FX
Gained share in US; lost in Germany, UK
FY25 capital return £2.8bn (FY24: £2.4bn)
£1.25bn buybacks
£1.5bn dividends (40.08p x 2)
Quarterly payments in FY26 https://t.co/GFzJ7w1YNk
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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
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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
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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
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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
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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
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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
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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 👇🏽
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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
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Librarian Capital
Not pump & dump, Saudi SWF & Nintendo edition
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Not pump & dump, Saudi SWF & Nintendo edition
$NTDOY
How it started . . .
How it's going. https://t.co/LGkfU9tmLN tweet