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Well, 10 Antipodean weeks later with minimal tending, and considering the mango man-child's antics this qtr, I'm somewhat relieved to only be down 2.9% in 2026.Q1. Private debt/equity taken a knock. Got my eye on adding to #AEWU and #INPP. Exited 10k of #HVPE in March to bring holdings down to 44

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[2025 Open Access]
Quartz-free hydride vapor phase epitaxy for production of large size GaN-on-GaN epitaxial wafers
2025 Appl. Phys. Express 18 055502

iopscience.iop.org/article/10.3...

#APEX
#OpenAccess
#Physics
#GaN
#HVPE
#mobility
#epitaxy
#Quartz
#photoluminescence

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UK companies in the news: #ACSO #ALFA #ANTO #BEG #BKY #BOOT #BSIF #CDGP #CRST #CVSG #EDV #EMR #EZJ #FEVR #FSJ #GLEN #GNC #HFG #HVO #HVPE #III #JHD #LLOY #LUCE #OCDO #PCTN #RNK #RNWH #SAGA #SCLP #SNWS #SOM #STJ #SYNT #TPFG #TRB #WINE #WIZZ #WNX

Head to Sharesify.com for news, views and analysis

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Preview
AVI urges HVPE to put itself up for sale Learn why AVI is pressing HVPE to consider a sale amidst a persistent discount affecting its share price.

Asset Value Investors urges HarbourVest Global Private Equity to put itself up for sale.

#AGT $AGT #HVPE $HVPE #MIGO $MIGO

sharesify.com/avi-urges-hv...

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UK companies in the news today: #AGT #BAB #BSIF #CCR #HVPE #REC #RTW #SSPG #STV #TRU #USA

Head to Sharesify.com for news, views and analysis.

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[2024 OPEN ACCESS]
Probing room temperature indirect and minimum direct band gaps of h-BN
2024 Appl. Phys. Express 17 091001

iopscience.iop.org/article/10.3...

#APEX
#Physics
#Openaccess
#bandgap
#semiconductor
#hBN
#HVPE
#Quasibulk
#crystal

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[2024 OPEN ACCESS]
Fabrication of free-standing GaN substrates using electrochemically formed porous separation layers
2024 Appl. Phys. Express 17 055502

iopscience.iop.org/article/10.3...

#APEX
#Physics
#Openaccess
#GaN
#porous
#electrochemical
#HVPE

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[Spotlights 2023]
Investigation of high speed β-Ga2O3 growth by solid-source trihalide vapor phase epitaxy
2023 Jpn. J. Appl. Phys. 62 SF1021

iopscience.iop.org/article/10.3...

#JJAP
#physics
#Spotlights
#Crystal
#Ga2O3
#Solid
#source
#HVPE
#THVPE

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Pleased to report +1.3% wk, beating my b/mark by 0.3%
#SBRY & #AAF lead the stocks and #HVPE was my best IT.
Some divs arrived and were tucked into #TFIF for now.
Interesting to see the FTSE100 is just off ATH but FTSE250 is 10% below its Sept '21 peak
I hope you all have excellent w/ends 🍻

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Video

#TWINPETESINVESTING #Podcast 149🔥: With
The AIC' Annabel Brodie-Smith🌟How to achieve long-term investing success via Investment Trusts, #CTY #SMT #III #ATT #HVPE #JCH #PCT #RKW #BBOX #AIC Dividend Heroes & more conkers3.com/twin-petes-i...

youtu.be/oRN522hfPyM?...

open.spotify.com/episode/0chR...

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📈 HVPE continues cash flow generation, reporting their fifth consecutive month of positive flows and distributions, signaling underlying private equity portfolio remaining healthy.

Get ahead with today's top stories 👇

https://marketshareai.uk/news/lse/hvpe/1527S

#HVPE #AIM #FTSE

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Exited #GGRG and halved to 12k #HVPE in our re-purposed income ISA. Got the dry powder in kids' ISAs for the inevitable Q1 downturn. Have a good New Year and best wishes to all for 2025. 😀🎉🥂

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