A Busy Day in the Markets.
In the UK, I was topping up #DCC and #TBCG while continuing to build a solid position in Sigmaroc #SRC.
Timing was key for #VTY —bought right at the close near its lows for the day.
Moved over to the US early on to add some #LUV (Southwest Airlines). ✈️💼
Last night, The Bedford College Group was proud to host our largest CEO Dinner in Bedford - bringing together community leaders, partners and stakeholders for an important conversation about how we create opportunity for all.
#TBCG #StudentSuccess #CEODinner
Find treasure in less discussed overlooked shares!
Aim to Reduced Risk with Decent Returns
Adding to DCC #DCC repeatedly into an oversized position
A Georgian bank. TBC Bank Group #TBCG another decent company, worth holding in an oversized position and offers later even potential bigger gains!
TBC Bank Group #TBCG
Share Price 4300p (pre-open)
FY 2025 RNS:
Q4 net profit +15.7% YoY
FY profit +8.6%
ROE 24.2%
Loans +12.8%
Deposits +12.2%
Divi +10%
Strong Georgia ops & Uzbekistan growth optionality
Yes, medium Geo-Political risk!
A Solid Compounding Machine.
I've High hopes for 2026
A Buy
UK companies in the news:
#AAL #AML #AZN #BRSC #CHG #CHRY #DGI9 #KOS #PULS #RESI #SBTX #SEC #SGRO #TBCG #THRG #TLW
Head to Sharesify.com for news, views and analysis.
Yesterday students from Bedford College gained invaluable real-world business experience by hosting the @bedschamber.bsky.social Networking Meeting on campus.
Delivered as part of a special Student Takeover initiative, the event helped kick off National Apprenticeship Week! #NAW2026 #TBCG
A sneak peek at National Apprenticeship Week 🎥
Here’s a little snippet of what’s to come next week as we get ready to celebrate National Apprenticeship Week across The Bedford College Group.
#NationalApprenticeshipWeek #TBCG
We were proud to host the Bedfordshire Chamber of Commerce last week for the launch of the SME Awards this June, and to sponsor the Young Person of the Year award, celebrating emerging talent across Bedfordshire’s business community.
#BedfordshireChamberOfCommerce #TBCG
TBC Bank Group #TBCG
Share Price 3935p (-0.4%)
Steady engine, not a sprint 🏦
Profits are solid, the franchise is strong, and expansion is quietly building momentum
SP certainly feels undervalued today, but the real acceleration may take 1–2 years.
A Core Holding. I want even more!
DYOR 👀📊
TBC Bank #TBCG
Share Price 4001p (-2.7%)
Recent regulatory "hiccups" have set progress back ~1 year, but these headwinds are fully recoverable
Happy to add to the core holding
Yes, country risk exists!
SP will climb in time.
Some will trim holdings
I prefer LT compound profits and divi growth!
TBC Bank #TBCG
Share Price 3725p (-1.59%)
Over 5 years...
Lion Finance #BEO rose +671%
whereas TBC Group #TBCG only rose 235%.
I've added #TBCG again, expecting management to improve returns to match those of Lion Finance (formerly Bank of Georgia).
A Core Holding in both.
Little diversification!
TBC Bank Group #TBCG
Share Price: 3826p (-10.4%)
Net profit up only ~6% YoY for 3Q/9M,.
⚠️ It’s not the small Uzbekistan arm alone – it’s the whole Georgia business growing less than hoped.
Missteps occurred alongside regulatory changes and challenges to Uzbekistan's lending.
Boldly added more!
TBC Bank #TBCG
Share Price: 4,295p (pre-open)
3Q AND 9M 2025
Strong yield, modest valuation, growth via Georgia & Uzbekistan.
⚠️ Watching geopolitical/regulatory risks though.
On a cheap p/e for a reason.
Like to see faster growth.
Hit a bump this year.
A core holding
🎓 We’re live at Skills Bedfordshire: Curriculum Planning and Partnership Working Event, focused on shaping the future of education and skills in our region.
#SkillsBedfordshire #CurriculumDesign #EducationForTheFuture #TBCG
A huge well done to all our amazing staff who ran this weekend at the Bedford Running Festival. Our team ran the 5k, 10k and Half Marathon events to raise money for Bedford Giving. #BedfordRunFest #BedfordRunningFestival #TBCG
🤝 The Bedford College Group joins forces with Bedford Giving
We’re proud to become a coalition partner of Bedford Giving – a powerful community initiative focused on empowering young people across Bedford Borough.
#BedfordGiving #YouthEmpowerment #TBCG
🤝 The Bedford College Group joins forces with Bedford Giving
We’re proud to become a coalition partner of Bedford Giving – a powerful community initiative focused on empowering young people across Bedford Borough.
#BedfordGiving #YouthEmpowerment #TBCG
🌟 Celebrating excellence at our staff conference 💫
A huge congratulations to Lavanya, Jess & Shona, our incredible Pearson’s Awards Winners 🏆
Thank you for everything you do to make our community and college such a fantastic place to work 😃 #TBCG #StaffConference #CelebratingExcellence
TBC Bank Group #TBCG
Share Price 4275p (-12%)
An underwhelming Q1 due to impairments. Normal growth opportunities would normally hit the bottom line better.
Taking advantage. I've added 20% more to my core position.
TBC Bank has always been cheap alongside earnings growth!
🔥 #TWINPETESINVESTING #Podcast 147: Banking 200% #winning profits, #HSBA #TBCG #Fintech $IDXX $AZPN $EMR #Renewi #Assura #REIT $KKR #ICGT #YCA #Uranium #trading #ETFS #Dividends #Yields Cash ISA www.conkers3.com/twin-petes-i...
open.spotify.com/episode/6C88...
www.youtube.com/watch?v=o9yV...
Exit Pollster says Georgia(Europe) official election result was impossible.
Will street protests on their own do anything?
Will Dream Party risk losing power?
Govt didn't give way on controversial Foreign Agents Law.
SPs up.
#BGEO 4,215p
#CGEO 1,018p
#TBCG 2,775p
www.reuters.com/world/europe...
