At moment heavily invested in commodities.

-Oil
-Uranium
-Precious metals - gold silver & platinum
- Metals- copper

Outside of Precious Metals, investors have hardly any exposure to Commodities.

(this leaves them vulnerable to inflation flare-ups e.g. if global growth reaccelerates and commodity prices surge)

The Sting was definitely good.

JohnM on X: "#slp Annual production exceed guidance, = 81,002 4E PGM ozs Thaba JV commissioning started & continues to ramp-up into FY2026 Group EBITDA $29.3m (FY24: 13.5m) Net profit $20.2m Final cash div= 2p Cash $60.9m at 30Jun25 with no debt https://t.co/8kxMzCzx5x" / X #slp Annual production exceed guidance, = 81,002 4E PGM ozs Thaba JV commissioning started & continues to ramp-up into FY2026 Group EBITDA $29.3m (FY24: 13.5m) Net profit $20.2m Final cash div= 2p Cash $60.9m at 30Jun25 with no debt https://t.co/8kxMzCzx5x

#slp.l good results & progress JV

x.com/JohnM_AIM/st...

#srb - good news from current drilling campaign

x.com/EliasJones01...

#AVAP.L unsecured debt outstanding now at $298m, finance costs already significantly lower versus last year. Nice statement out today highlighting the total value of debt repayments over the last 5 years probably setting the mood for bond refi, also highlighting the improved credit rating.

#LUCE.l

at 118p mcap is £180m & EV is expected to be c£245m

The broker has PBT at £24.5m & in July update guidance was maintained

Results due tomorrow. Share price has pulled back a bit, thinking opportunity.

Trading update from July summarised in tweet below

x.com/JohnM_AIM/st...

#XPS.L - Noticed its back under 340p & mxap now £700m

Thinking maybe an opportunity

#AET - Good intraday RNS. Done a small top up

x.com/JohnM_AIM/st...

John Quakes on X: "SURPRISE!✂️😱 #Uranium #stocks are headed higher in after-hours trading📈 as #Canada's #Uranium & #Nuclear fuel producer Cameco (TSX: $CCO NYSE: $CCJ) slashes 2025 production at McArthur/Key by 3 to 4 Million lbs #U3O8⤵️⚛️⛏️ due to development delays.🤠🐂 https://t.co/fRBmkfyL4A https://t.co/jjZUwLcqQl" / X SURPRISE!✂️😱 #Uranium #stocks are headed higher in after-hours trading📈 as #Canada's #Uranium & #Nuclear fuel producer Cameco (TSX: $CCO NYSE: $CCJ) slashes 2025 production at McArthur/Key by 3 to 4 Million lbs #U3O8⤵️⚛️⛏️ due to development delays.🤠🐂 https://t.co/fRBmkfyL4A https://t.co/jjZUwLcqQl

#yca.l also benefitting from CCJ guidance cut

x.com/quakes99/sta...

#axl.l under 13p on yesterday update, thinking opportunity

Cash $13.2m at 30Jun25

Current Production c4,200 boe/d

2 additional wells expected be brought on production in next 2 weeks, CN HZ13 targeting Ubaque formation & a recompletion at AB3 targeting C7 formation

x.com/Robin2546163...

#srb.l happy with yesterday H1 Results

produce 20,545 oz
Cash at 30Jun25 $30.4m
EBITDA $26.3m (H124: $13.0m)
PAT $18.9m(H124: $9.2m)

Net cash inflow from ops $19.2m

Aver gold price $3,093 & AISC $1,792

explore activity accelerating with 30,000m drill prog underway on Palito Complex & Coringa

#yca.l - always good see TR1 holder increasing their position

Van Eck Associates Corporation up to 7.04%

londonstockexchange.com/news-article/Y…

Fed rate but probabilities at 84.8% for a 25bps rate cut at the September 17, 2025 FOMC meeting. We expect this to trail down as we get the PCE inflation data later this week and then in the run up to the US August Jobs Report on September 5.

Agreed. I felt the answer to the question on why Rev fell short in the 1H was very illuminating & should have been volunteered by management to help aid investor understanding of a small impact in an otherwise solid progression.

Results presentation worth reviewing:
www.costain.com/media/wr5dpk...

#cost.l

I bought a starter position late yesterday.

Berenberg raises Costain price target to 175 (150) pence - 'buy'
Deutsche Bank raises Costain price target to 150 (115) pence - 'hold'

Nice one mate!!

#AVAP.L Tick-tock. The bonds can be re-financed from 1st Nov, I expect an announcement in Sept. The company should save anywhere between $7m to $10m in finance costs going forward vs last year. Even applying a multiple of 5, logically that should result in a $35m to $50m uplift in market cap.

Adj PBT down but is c15% drop overdone on #cost.l given confidence in order book, plus buybacks & increased div?

UK inflation rises from 3:6% to 3.8% in July. Higher than economists expected (3.7%)

Read that behind the UK inflation, a food price problem:

Mainly beef, chocolates and instant coffee in July.

#COST Panmure increase TP to 190p from 170p. Leaves FY25 unchanged. Expects increased divi to be 33% of FY

#wsbn.l more positive news

Over 130m of Breccia with Sulphides intersected from 570m to c700m with drilling continuing

Transport of core to Perth to assayed will be expedited

Step out hole c50-75m will be done to assess lateral extent of this zone

londonstockexchange.com/news-article/W…

a miss on sentiment and higher inflation expectations in the Michigan Survey:

Reads well & hopefully is positive for the sector generally. My choice VTY

JPMORGAN, on why it now sees four Fed cuts:

“.. The slide in private payroll growth below a 1%ar over the past three months is a development rarely seen outside of periods in which the economy is sliding into or moving out of a recession. .. a stall speed alert has been sounded.” 👀

Similar to Federal Reserve Governor Waller a couple of weeks ago, Governor Bowan -- the other dissenter at the last FOMC meeting -- has set out her view of inflation and job market dynamics.
Here are the passages that support her "Summary of Economic Projections [that] includes three cuts...
1 of 2

The Largest 10% of U.S. Stocks now account for 76% of U.S. Stock Market Capitalization, the highest concentration in history 🚨🚨🚨

#msi.l

great to read yesterday AGM Statement today.

Pleased to hold so have some exposure to the defence sector.

#slp.l broker note - worth a read
x.com/shareGBP/sta...

#NESF.l

Announce 1st interim div of 2.10p per Share for Q end 30Jun25, in line with previously stated target pay 8.43p per Share for yr end 31Mar26

Div be paid on 30Sept25, ex-div date is 14Aug25

Current price =76.4p, so annual div yield = 11% 🔥

londonstockexchange.com/news-article/N…