Part 11 is out.
Indie Games, Cinemas & Media Productions next to the usual AIM Adventures.
increasingodds.substack.com/p/aim-a-z-pa...
8 months ago
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Posts by Saesch
Part 10 of my A-Z on AIM is out.
Many special situations, matching that: #ESO, a special situation PE player. Only one for my watchlist, but likely some more interesting names for others.
increasingodds.substack.com/p/aim-a-z-pa...
8 months ago
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Part 9 of my A-Z on AIM is out.
In this one you’ll find many marketing businesses next to an interesting niche bank $DFCH.L #DFCH, professional services, PE and as always: at least one pre-revenue energy/mining company.
increasingodds.substack.com/p/aim-a-z-pa...
9 months ago
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Part 8 of my A-Z on AIM is out.
The next 20 tickers. Some pharma software, a locksmith roll-up $CSSG.L and a veterinary service facing regulatory pressure $CVSG.L, three for my watchlist.
increasingodds.substack.com/p/aim-a-z-pa...
10 months ago
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Part 7 is out.
The next 20 tickers: This one won’t disappoint you if you love pre-revenue companies, lol. In between you’ll find some quality defense stocks and a rare european share cannibal, one for the watchlist.
increasingodds.substack.com/p/aim-a-z-pa...
10 months ago
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Part 6 is out. The next 20 tickers: Scotish Football, British Wine and Asian Metals. 5 for my watchlist, only 2 pre-revenue companies, some actually interesting mining/energy ones for investors interested in this field.
increasingodds.substack.com/p/aim-a-z-pa...
10 months ago
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Part 4 is out, 25 tickers: High-tech anklets, stacked clay and learning about the Brave Bison.
4 made it on the watchlist again, the most interesting is a boring brick distributor.
increasingodds.substack.com/p/aim-a-z-pa...
11 months ago
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AIM A-Z part 3 is out:
25 tickers, the first bank, Buy-Build-Exit strategies, Ashtead spin-off and the usual mining ShitCos. increasingodds.substack.com/p/aim-part-3
11 months ago
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Part 2 is out! 20 tickers: Many commodity businesses, 2 companies that may leave AIM as they may go private and a angling retailer buying back 15% of shares. increasingodds.substack.com/p/aim-a-z-pa...
11 months ago
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Part 1 of my A-Z walkthrough of the AIM segment in London is out.
Giving an introduction to the structure of this series and looking at the first 15 tickers.
5 made it on the watchlist: $ABDP.L $ACSO.L $AEO.L $AMS.L $4GBL.L
increasingodds.substack.com/p/aim-a-z-pa...
1 year ago
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Will start an A-Z journey through the London AIM market. First article on the first 15 stocks will be out tomorrow.
increasingodds.substack.com
1 year ago
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#VLX Volex operates facilities in Mexico & China, it's about high volume - low price for many of their products.
In the US they rather operate specialized facilities, close to certain customers.
So I would expect to see negative impacts due to the tariffs for #VLX.
1 year ago
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#VLX Volex Q3 Trading Update:
Ytd 9,6% organic growth, Murat Ticaret performing well as we know despite Off-highway showing a slowdown. Medical weak, Consumer Electronics & EV strong.
Maintaining 9% organic growth and margin target for the full year.
1 year ago
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50/50 right now
1 year ago
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Dank dir 🫡
1 year ago
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Thanks Sutje 🫡👋
1 year ago
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