Simon Hedger 🇺🇦 @vodkaquickstep
Private investor / Chartered Engineer - https://t.co/QHks0UadK2 Working towards quiet freedom & enjoying the journey. stormpm.co.uk Sussex, UK Joined January 2011-
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First bought these in 2020 around 8.7p and got some as low as 6.3p in Nov 2023 then stupidly offloaded them by Jan of 2025 only to watch them take off 😐 📈 Finally rebought in April 2026 after mucho thumb sucking 🤦♂️- too small a holding but pleased to be back involved #PEB
#PEB - Excellent HY performance from Pebble Beach Systems Confident comments from Chair - 4 new Tier1 Customers - Strong order book - Good cash generation means net cash on BS at Y/e
Of interest to #MSI shareholders. 👇
MSI-Defence Systems Unveils TERRAHAWK RAPTOR: joint-forces.com/defence-equipm…
Of interest to Kooth #KOO shareholders: casbo.org/articles/advoc…
@FlyFishCapital No I couldn’t make it but I know quite a few who did attend and it seemed to go well.
Of interest to #MSI shareholders with DS30M getting a mention 👇
Hanwha Ocean has been selected as the preferred bidder for the Royal Thai Navy’s next-generation frigate procurement program 🇰🇷 🇹🇭 Likely with 🇫🇷 CMS, missiles and decoys, 🇩🇪 and 🇬🇧 sensors navalnews.com/naval-news/202…
@CapitalPmh @Elecosoft Well done Paul 💪✅
"Should consider." No... there is no consider about it. Junior ISAs should always be fully 100% invested in equities. Because long term that's how you build wealth. No maybes here.
Why many opening a junior ISA should consider investing not saving. On a @thismorning phone in where a grandma asked Martin 'wheres the best place to save for my new grandchild for when they're all older'. After explaining the savings options Martin suggests perhaps investing is
@patcat68 Enjoyed listening to you on the @TIWtweets podcast recently and look forward to Part II with Goodwin 🙂
@UKstockpicker Used to love having chickens but keeping red mite at bay was a pain so we’ve not had any for a few years now. Relatives of dinosaurs and cool birds!
Of interest to Kooth #KOO shareholders and hopefully non-holders alike 🙂 👇 I added to my holding at ~153p last week. substack.com/@salvacapital/…
@BlokeOak57182 14 is “MS International” rather than MSI International - don’t mean to be picky 🙂
@RanmoorRuffian @1James1n1 I’d certainly be v concerned on cash if there wasn’t a supportive major shareholder in the background, especially given that delays in the Defence sector are commonplace.
@battlebus141 Sterling performance BB and pleased #DIAL is a equally doing well for you. I note CTG has broken out and is now at a multi-year high. Keep up the good work 💪
@rhomboid1MF This is alarming and sums up the perils if you haven’t seen it before - 😬🫣 👇 youtu.be/7fej5XgfBYQ
@rhomboid1MF If your a new ChatGPT / LLM user you’re in for a surprise re: the quantum of errors and the need for v careful fact checking. I’m at the point where I don’t want to rely on anything it says if it’s important. Still very useful, however.
@Investor_RP19 Fully sold mine earlier this year and then rebought back in albeit didn’t quite pick the low - have added up to 30p level. Patchy track record but mgt seem to now have things running smoothly and the LTIP won’t fully pay out until 75p #DIAL
Diales #DIAL turning out to be a star performer in 2026 so far. Expecting to see further upside from here as mgt selective add further headcount and work on margins. Valued at just 0.4 x sales a further substation rerating would still only put them at fair value.
Looking forward to attending the Diales #DIAL AGM next week. Haven’t been in a few yrs. New chairman Nick Stagg (ex LSH/Atkins). It’s looked undervalued since the dawn of time but mixed trading year-on-year isn’t attractive. Well-respected biz ✅. Plc listing 🤔
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