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I quite like #INPP too although it's already a holding.

Very hard to see many 'safe' areas of the market right now that I don't expect to be cheaper in the future so I'm feeling quite hesitant.

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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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#INPP FY results
✅NAV +4.7% to 151.5p contributing to a NAV total return of 10.6%
✅Achieved its 2025 dividend target of 8.58p p/s, marking its longest track record of uninterrupted dividend increases
✅Reconfirmed its 2026 & 2027 dividend targets of 8.79p & 9.01p respectively bsky.app/profile/htvi...

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UK companies in the news:

#AMRQ #ARBB #CHRT #CKT #CNE #CPI #CURY #CWR #ECOR #FGP #FTC #GPM #HE1 #HHI #HSW #III #INPP #MER #MRK #NXT #OXB #PIN #POLN #PPP #PTAL #PTEC #RDT #SBAR #SOHO #SOLI #SQZ #TET #THG #TOWN #TRB

Head to Sharesify.com for news, views and analysis

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UK companies in the news:

#ALL #BASC #CAM #CNE #EAAS #ENQ #HRI #INPP #JD. #JMAT #KLSO #MONY #NANO #PCIP #PLSR #SNWS #SNX #SSON #VCP #WRKS

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

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🚣 INPP lança Agenda de Ciência e Inovação para o Pantanal

➡️ Saiba mais: bit.ly/4q2MxGG
📸 Divulgação

#UFMT #MatoGrosso #Pantanal #INPP #ciência #pesquisa #inovaçao #tecnologia #sustentabilidade #áreasúmidas

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Preview
高通Snapdragon X2 Elite PC級處理器大解密之平台效能篇:不談TDP而是真實能耗的INPP 高通發表 Snapdragon X2 Elite,定義 INPP 全平台功耗。其能效優異,50W INPP 效能媲美競品 80W 表現,且電池模式下效能不減,為輕薄筆電樹立新標竿。
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Video

🔥 #TWINPETESINVESTING #Podcast 158: How to achieve long-term investing success, #CNA #BP. #HSX $XOM #STB #APAX #GNC #BAKK #INPP #OCI #PIN #MKA #CAML #UPL #THX #EPP🎟️Buy your investorsummit.co.uk/tickets 🎟️now

www.conkers3.com/twin-petes-i...

youtu.be/6GUh_qVHwak?...

open.spotify.com/episode/0DZG...

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Speakers sitting in front

Speakers sitting in front

Q&A with @jelliedsours.bsky.social, Lara Calabrese, @lalumera.bsky.social and @matthewbroome.bsky.social at the #INPP.

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Picture of Matthew Broome presenting:
On slides:
EPIC
Epistemic Injustice in Healthcare
I University of
N BRISTOL
UNIVERSITYOF BIRMINGHAM
The University of Nottingham

Picture of Matthew Broome presenting: On slides: EPIC Epistemic Injustice in Healthcare I University of N BRISTOL UNIVERSITYOF BIRMINGHAM The University of Nottingham

@matthewbroome.bsky.social chairing at #INPP in Leibzig

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Portfolio for 2025:
#ALW Global
Artemis SmartGARP EM
#AGT Global Value
#BERI Resources
#HGT PE
#INPP Infra
#SGLN Gold
#JGGI Global
#JUGI UK Small Co's
#LWDB UK
#MYI Growth/Inc
#PCT Tech
Ranmore Global Eq (Value)
#TRY REIT
VT Argonaut Ab Return

Eq 63%, Gold/INPP 20%, Alt 15%.

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Added 5k of #INPP to Mrs RI's ISA @ajbell
That's this year's transferred money spent on infrastructure. More #HICL targetted for next year's...

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Morning all - a negative week for the portfolio -0.46%. Somewhat saved by my 15% holding in Gold #SGLN.

Positives this week: #SGLN, Argonaut, #BERI
Negatives this week: #TRY, #INPP, #JUGI

Dividends this week from #BERI #TRY retained in cash.

Portfolio now +0.47% YTD. 🍻

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