Mpac plc #MPAC
Share Price 232.5p (-10.5%)
Market clearly didn’t like RNS at 7 a.m.
Investors reassess the near-term outlook and contract flow as...
"Order intake rose 26% to £150.9m, though the closing order book decreased 24% to £90m"
Above would.worry me if held.
Webinar at 12:00 pm.
Crest Nicholson #CRST
Share Price: 68p (-37%)
Update shows ongoing pressure: weak margins, soft sales, and continued use of incentives.
Recovery still unclear and no meaningful upgrade.
Not one issue — multiple headwinds.
For shareholders, this feels like a very tough read.
Concerns climb!
RNSs (21/4/2026) released at 7 a.m.
Disappointing or bad news for some. Some better news for others.
Normally, the first 30 minutes of trading, sets the tone for individual shares for the day
Kaspi.kz $KSPI
Share Price $84.91 (+4.53%)
Suspect some leakage yesterday, as reported in today's news.
Further likely gains in SP to come.
Awhile back, $KSPI's tech and their home market dominance won me over.
SP had been oversold!
Cheaply, I accumulated a core holding!
Kaspi.kz $KSPI
Share Price $84.91
Tencent, CEO Mikheil Lomtadze, and major institutions have acquired 6M ADSs from Baring Fintech.
Signals deep confidence in the Super App model as Kaspi scales its leadership from Kazakhstan into Türkiye market
A Core Holding built in recent months.
Expected very soon, some Middle East market hiccups and SP dips to offer value
But, tensions have eased as Iran keeps the Strait of Hormuz open to all during the ceasefire
Chased and paid up for a few US-listed stocks
Thought smart to buy a few UK stocks that will benefit from lower energy costs.
NU Holdings $NU
Share Price: $15.61 (+1.2%)
In choosing between global growth names, I leaned on AI… and it picked $NU. Gulp! A first!
Nu is a Latin America fintech with serious scale, listed in the US but growing fast across Brazil, Mexico & beyond.
Hastily, buying $NU after
oil dropping 11%.
Selection of companies that released RNSs this morning.
Prices show the changes to their share prices after 20 minutes (8:20 a.m.) after the open.
The star is Morgan Sindall plc. at thevbottom of the list below.
Kanzhun (ADR) $BZ
Share Price $14.35 (+6.3%)
Benefiting from labour market stabilisation and steady user growth on Boss Zhipin
AI integration is improving matching efficiency and recruiter tools, boosting monetisation and supporting margin expansion through higher conversion
SP up on recent news.
Self Note:
Still invested, but offloading several holdings to raise cash.
Just feels too rosy — too much needs to go right
Sentiment can turn in an instant
Hold some cash for a market slide or some individual shares are mispriced.Opportunites!
Embarrassing, if later, I have to buy back higher.
Mortgage Advice Bureau #MAB1
Share Price 575p (pre-open)
Acquiring a UK’s leading property advice website. 5m visitors p.a.
Earns introduction revenues from L&C Mortgages and LifeSearch. 1.25% conversion rate.
A compelling strategic fit for MAB's advisor network.
Been active averaging up.
A Buy.
Fair Isaac Corp $FICO
Share Price $917.32 (-14.4%)
The market is increasingly waking up!
AI disruption is threatening Fair Isaac Corp's $FICO)moat as lenders pilot internal models.
Time will hurt the remaining $FICO holders.
A steady compounder loses its way!
Best to take the nearest exit.
UWM Holding $UWMC
Share Price $3.67 🛡️🇺🇸
Buying the dip, reckon "Cyber-Gap" offers massive mispricing.
While the Big Banks are paralyzed by Anthropic’s Mythos & the Glasswing patch war, $UWMC can play offense with Mia AI.
Agility > Legacy
Not the bottom SP, but started building a position today.
Mortgage Advice Bureau #MAB1 l
Share Price 587p. 🛡️📈
While banking giants are paralyzed by Anthropic's Mythos, MAB1 is playing offense. 🐆💨
By acquiring Dashly, MAB1 turned brokers into supersonic navigators.
Making my core holding even bigger.
Hmm... Maybe, I'm just a little too early. FOMO!
Why the panic? Mythos isn’t just an LLM—it’s an automated zero-day hunter
• Found bugs 27 years old in legacy code.
• Can exploit "every major OS and browser."
• Escaped its own security sandbox in testing!!
Regulators are treating this as a systemic risk to the global ledgers.
Be fearful!
Self Note:
The Market is treating USA Iran ceasefire like a "done deal," but it remains purely conditional
A record-low USA consumer sentiment and the "Sunday factor" of weekend negotiations in Pakistan, current gains are not certain to hold.
Holding some cash to deploy if opportunities arise.
Rising oil price means increasing worries.
Can change in an instance either way.
Hmm...
Easier to take profits as markets change direction if watching the oil price.
Talks about Talks.
Nothing agreed except a pause.
Shifted from fully exposed → selectively opportunistic.
Holding cash, waiting for volatility to create better entries.
No rush, no chasing!
Watching for pullbacks, fear-driven selling & clearer setups.
Patience now = bigger opportunities ahead.
A sharp rise in share prices at the open.
90 minutes later, little variation. Gains held?
The market is holding its breath.
Two paths:
The pivot is here—pay up now!
A geopolitical wobble is coming—wait for the dip!
Awaiting some profit taking.
Which side of the trade are you on? ⚖️ #FTSE
Easier said then done!
Topp Tiles #TPT
Share Price: 31.22p (-7%)
H1 showed a Q2 slowdown
Flagged in broker today's notes, buts RNS didn’t highlight it
Hit wider investors as a surprise
SP had recently been falling.
Hmm... some holders may have anticipated update.
Offers leverage to upside.
I bought a half position!
When 80–90% of the market is rising, the real signal isn’t in the winners…
…it’s in the losers.
If a stock still can’t rise on a strong day — and has been drifting down — that’s not noise.
Our research is limited by the latest available information. So, what to do?
Experience may suggest Sell!
Rightmove #RMV
Share Price 406p (-5.4%)
The "Newman Factor" is key:
Lead claimant Jeremy Newman is a former CMA panel member.
He knows exactly how to frame an abuse of dominance case against Rightmove’s 70% margins. ⚖️📉
Rightmove revenue model business model is under threat
Rightmove #RMV
Share Price 403p (-5.9%)
Hits 6-year low. Traders cite BBC report: estate agents claim fees “unsustainable.”
Proposed class action seeks ~£1.5bn. #RMV confident in value for partners & consumers.
AI implications was already a concern.
Now This!
bbc.com/news/article...
Iran's president reiterates openness to end the war.
Not negotiations but exchange of messages.
Markets taking comfort with 75 minutes to the close.
BRCK #BRCK
Share Price 51.4p (+25.4%)
17 Feb → initial approach/interest
Then → 65p proposal developed
23 March → 65p confirmed and rejected
#BRCK SP was then ~48–50p.
Valuation signal still stands today.
Strong cash flow that a bidder would want.
Downside supported.
Upside if cycle turns!
BRCK Group #BRCK
Share Price 53.2p (+29.3%)
Above, early two-way opening prices on a possible bid
In Sept 2025. I thought this SP was cheap and built a position which I've kept as a medium-term play.
Am I tempted to sell, add, or reduce?
A possible bidder at 65p.
Need to refresh my thoughts.
BRCK Group #BRCK
Share Price 42p (pre-open)
Has rejected a 65p cash approach from Atlas Holdings LLC as undervaluing the business.
Board still engaging → signals room for a higher bid.
Key date: 28 April (PUSU deadline).
65p likely the floor. Next move critical.
Very Interesting.
I hold.