#RIO £73.57
✅Rio Tinto $RIO posted a 9% YOY increase in copper equivalent production. Q1 copper hit 229 KTs
✅Reaffirms FY copper output at 800-870 KTs
✅Second-highest Q1 Pilbara iron ore production since 2018, up 13% YOY
✅FY iron ore & lithium sales guidance intact.
😊I continue to hold #RIO.L👍
#G4M #GEAR4MUSIC reported a strong y/e trading performance✅
✅Total sales +30% to £190.7m
✅UK sales +26% to £114.1m
✅36% increase in European & ROW sales to £76.6m
✅Expects EBITDA 2b @ least £18.1m Vs £10m YOY
✅PBT 2b @ least £9.7m Vs £1.6m YOY
RNS📸via @entrusttmf.bsky.social 👍
#THG 🆙+4%✅40p✅
✅THG PLC reported best Q1 revenue growth since 2021 at 7%
✅ $THG Beauty revenue🆙+5.8% driven by US performance & UK order growth
✅ #THG.L Nutrition revenue increasing by +8.8%
✅Reported its strongest Q1 cash flow in 3 yrs underpinning a FCF of £25m to £50m
😊I continue to hold✅
AIC' Annabel Brodie-Smith on #TwinPetesInvesting podcast & reiterated here it is imperative that all #EWI shareholders vote!
Must read from @cal-muirhead.bsky.social' @dailymail.co.uk article on why it's crucial Edinburgh Worldwide Shareholders vote at the AGM.
www.dailymail.co.uk/money/market...
The #IQE shares were🆙+640%✅in 2 months when I trimmed them on Friday👍
All the noise around Lumentum, $LITE in 2025 & ytd
Led me to a risky trading alternative in $IQE.
Little did I foresee that they'd garner so much attention short term
I posted this on X on Friday & I am now sharing it here👍
#ITM✅ +50%✅£1.40✅
$ITM my alt. energy play✅
This deal🧮is a gamechanger
#ITMPower has announced a strategic collaboration w/ #Rheinmetall to support Rheinmetall's Giga PtX project, which aims to establish a Europe-wide network of decentralized synthetic fuel production plants for NATO armed forces✅
🔥 #TWINPETESINVESTING #Podcast 177: AN INVESTMENT TRUSTS INVESTING MASTERCLASS w/ The AIC's Annabel Brodie-Smith🌟 #SMT #EWI #SABA #ATT #HVPE #IEM #MNTN #HGT #CLIG #MNKS #Dividends #DIVIDENDHEROES &
open.spotify.com/episode/3fiW...
podcasts.apple.com/gb/podcast/t...
www.youtube.com/watch?v=ZGEE...
#GCP reported a flat unaudited NAV of 100.26p as of 31/3/26, Vs 100.27p end of Dec. 2025
$GCP progressing with disposals, including the expected repayment of approx. £43m in loans secured against social housing assets & the refinance of around £40m in loans for solar projects✅
#CWR 🆙+15%✅ £4.015✅
✅ #CWR.L shares 🆙 +552% in 1 year✅
Via @fuelcellsworks.com
✅ #CeresPower launches Ceres® Endura™—a scalable solid oxide platform for resilient onsite power. Lower costs, 5-year stack life & fuel flexibility from natural gas to hydrogen. Faster deployment for modern data centres
#SAGA reported a transformational year ending January 31, 2026.
✅Underlying revenue +11% to £654.6m
✅Trading EBITDA +16% to £134.9m
✅U/ PBT +19% to £44.2m.
✅Debt -16% to £499.5m
✅ $SAGA reported a PBT of +£2.1m, a significant improvement Vs a £160.2m loss
RNS📸 via @entrusttmf.bsky.social
#BTRW reported a solid Q3 with a resilient reservation rate, expecting total housing completions and adjusted PBT to be in line with consensus expectations for FY26.
✅Anticipates FY completions between 17,200 - 17,800 homes = 🆙+12.8% from the prior year.
bsky.app/profile/trad...
#LSEG🆙 +2%✅£91.90✅
✅UzNIF, the $2.4bn National Investment Fund of the Republic of Uzbekistan managed by Franklin Templeton, has declared its intention to float in London & Tashkent
✅On 9/04/26 $LSEG announced the commencement of a new £900 million share buyback programme
I continue to hold #LSEG.L
$GS Q1 BEATS EXPECTATIONS, TRADING MIXED
✅Revenue $17.23B Vs. $16.97B est.
✅EPS $17.55 Vs. $16.49 est.
CEO: "In Q1 26, we delivered a very strong performance generating net revenues of $17.2B, net earnings of $5.6B & EPS of $17.55. All three were the second highest in the history of Goldman Sachs
#BP. 🆙+1.5%✅£5.83✅
🛢️ $WTI crude 🆙+6.8%✅→ $103.21
🛢️ $BRENT 🆙+6.5%✅ → $101.53
I continue to hold $BP
#ATM #AndradaMining announced positive initial ore sorting test results from its Brandberg West project, demonstrating significant grade uplifts for tungsten, copper & tin.
✅ $ATM Tungsten grades🆙from 0.24% to 1.45%
✅Copper🆙from 0.73% to 2.81%
✅Tin🆙from 0.31% to 2.09%
I continue to hold #ATM.L
#POLR Polar Capital delivered a strong FY26
✅ $POLR Q4 net inflows of £1.44bn lifting AUM to £30.6bn +43% yoy
✅This growth was driven by net inflows of £1.4bn, alongside fund performance and market movements of £0.8bn, partially offset by £13m from fund closures
RNS📸via @entrusttmf.bsky.social
#AO. anticipates strong financial performance for the FY. With total Group revenue expected to grow by approx. 11% & B2C revenue by +9.5%, driven by market share gains.
Adjusted PBT is projected to be at the top end of the previously upgraded guidance between £45-£50m = YOY increase of roughly 15%
#ITM 🆙 +7%✅69p✅
#ITMPower PLC :
✅£40 million strategic investment by Great British Energy and
✅£46.5 million grant from DESNZ
to enable a 1 GW Chronos manufacturing line in the UK
www.londonstockexchange.com/news-article... #NetZero #CleanEnergy
#VANL
✅STRABAG UK Ltd has agreed to acquire Van Elle Holdings PLC for 52.3p p/s in cash, valuing the co at approximately £58.8m on a fully diluted basis.
✅This offer represents a significant premium of 58.5% to Van Elle's closing share price on April 8, 2026.
#MNA #Takeover
#GAMA Gamma Communications said it is in preliminary talks with a number of interested suitors to determine whether they might be willing to make a takeover proposal.
Discussions with the potential offerors are at an early stage & as such, there can be no certainty that an offer will be made....
#GGP reported production of 82,723 oz of gold & 4,128 tonnes of copper, contributing to a ytd FY2026 total of 249,887 ounces of #gold & 11,022 tonnes of #copper. The company's cash reserves significantly increased by $260m to $1,208m. Anticipates FY26 production to meet or exceed the upper end...
#BP. $BP 🆙+1.2%✅ £5.99✅
$WTI : US $OIL prices extend gains to $115.50/barrel, now🆙+110%✅since the December 2025 low.
A very HAPPY EASTER SUNDAY to you ALL🙏
🔥#TWINPETESINVESTING #Podcast 176: WHO WANTS TO BE AN ISA MILLIONAIRE? 🔥 #TSCO #BAB #CNA #PHP #BBOX #FAN #ASHM #WOSG #FUTR #GDWN, Exclusive FREE tickets to the Masterinvestor show on April 25th in #London
www.conkers3.com/twin-petes-i...
youtu.be/dwPdFkOZx0w?...
open.spotify.com/episode/5UDz...
#BHP has completed a long-term #silver streaming transaction with $WPM, for its share of silver production from the Antamina Mine in Peru, receiving $4.3B in upfront consideration. Under the agreement, $BHP will deliver the equivalent of 33.75% of Antamina's silver production subject to a 90%...
#RMV❌ -8%❌£3.92❌ I've added more.
#Rightmove has confirmed awareness of reports regarding an application filed with the Competition Appeal Tribunal to commence collective proceedings against the company. $RMV expressed confidence in the value it provides to its partners and consumers.
#FTC
#FILTRONIC has secured a new £0.4m contract from a major European defence prime for the initial phase of a new technology program, with expected volume production in the future. This order extends the company's engagement into an additional business unit
📸via @entrusttmf.bsky.social 👍
#RNWH Trading update:
- Performance & net cash in line with expectations.
✅With a record order book driving confidence for the FY. ✅Highlights strong momentum in water services, resilient trading in infrastructure, & positive contributions from Emerald Power & Excalon
bsky.app/profile/trad...
#RPI @raspberrypi.com FY results
✅Revenue +25% to $323.2m
✅Adj. EBITDA +25% to $46.4m EXCEEDING EXPECTATIONS
✅Unit shipments rose 9% to 7.6 million, driven by increased demand, particularly from the USA & China
✅PBT +63% to $26.5m
✅B/ EPS +73% to 11.22c
✅ $28.1 million in cash
