UK companies in the news:
#ARBB #CNA #CPI #CRH #DEBS #DRX #GABI #GPE #JLP #KITW #MNDI #PCFT #PIN #RE. #RGL #RIII #RIO #SAFE #SAIN
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Quoted Micro Jan 26 2026 includes: #ASTR #HUD #PXC #AIEA #ajax #bbb #bloe #btc #bwap #CFCP #DGQ #ETHY #EYE #frg #GCG #geni #GRL #inqo #kitw #KMK #LND #MBO #myx #ORCP #pbx #PLSR #shep #snox #STAK #STX #SWC #TAND #tech #TRU #vlrm #XCE #ztf
read: www.branduk.net/quoted-micro...
UK companies in the news today:
#ABF #AJB #ATG #BBOX #BME #BOKU #CCC #EAAS #FORT #GKP #HBR #HDD #HWG #IKA #JDG #KITW #MAB1 #MER #MPE #RCFX #SNR #SSON #TMIP #TSTL #WIX #WRKS #YNGA #ZTF
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#kitw $kitw.ln
I need help understanding the debt situation here. Management don't offer a proper calc of free cashflow (fcf) and in one of the slides seems to mislead free cashflow generation. Working capital has soaked up cashflow in the last several years so fcf is fairly depressed
Any thoughts on #kitw uplift today?
I'm expecting positive trading updates from these 4 in the next month so small trading buys for #KLR, #MGNS, #KITW & #MKS.
Relieved that #KLR came good but I will have to scale back a bit as I have too many eggs in that basket. #SNX expectations seemed to have been sky-high but it's one to tuck away. #KITW has just been drifting down for 10 months now and I have sold my remaining shares.
I’m with you on #KITW and #SNX. The former has been soft for several months now so perhaps things aren’t rolling out quite as planned. #SNX has been edging up though so I’m hopeful of more good news.
Big day for me tomorrow as Keller, Kitwave & Synectics report FY results. I've had a terrible start to the year (down 9%+) and the reaction to last week's good #MGNS results was disappointing so it's a make or break day 🙏🙏🙏
#KLR #KITW #SNX
It's been a poor start to the year for me. Down 7.6% at the end of Jan and just a slight improvement this month. A pivotal few weeks are coming up for my concentrated portfolio with FY Results for the following and Synectics on 4th March. I remain optimistic for a turnaround 🙏
#MGNS #KITW #KLR #SNX
Fyi what went well...
Q1: My largest holding, the sadly departed #IQG, got the year going well & was up +43% by early May. #KITW & #W7L also good
Q2: #KLR #MGNS #COST #MKS
Q3: #GROW #KLR
Q4: meh
Good luck with 2025 investments 👊
That's a wrap for 2024! ISA +38.0% ytd after a small drift down in Q4.
December:
💰: Temp sale of #KITW for #KLR #ALU #W7L #COST
🆕: #SNX excited for this one
Ytds:
Q1: +13.2%
Q2: +26.1%
Q3: +40.1%
Q4: +38%
Thanks for your company & for sharing investment thoughts. Happy New Year! 🥳
#KLR Keller Group took a big (unexplained to me) dip this morning so I have sold a fair bit of #KITW and topped up massively all the way down to 1471p. Hopefully a bargain at that price 🤞
ISA holdings:
#ASHM, #BSIF, #CCC, #DOM, #DWL, #ELM, #FDM, #GFRD, #HWDN, #IGG, #JHD, #KITW, #LLOY, #MRO, #NG, #NXQ, #OSB, #PHP, #RFX,#SRAD #TET, #UU, #VTY, #WTB, #XPS, #YNGA, #ZTF
SIPP holdings:
#BSIF, #BATS, #GSK, #IPF 🆕, #LLOY, #PMI, #SHEL, #ULVR
✍️17/10/24
A great read Simon and food for thought, especially around AIM stocks. I have several in the ISA #JHD, #KITW, #NXQ, #RFX & #YNGA at potential risk from Ms Reeves but they're at the smaller end on position size so I'll probably hold tight and hope for the best - business as usual you could say😄
ISA⬆️2.23% this week😀
Cal YTD⬆️6.51% Tax YTD⬆️6.05%
#KITW had a very well received placing at 305p on 24/09, now 348p, congrats if you got some. Sadly HSDL don't do Primary Bid so I missed out👍🥳
SIPP ends the week ⬇️0.78%🙁
Cal YTD⬆️16.43% Tax YTD⬆️10.31%
#SHEL divi blown on #PMI 🤞
Enjoy your weekends🍕🍻
Managed to get some of #KITW shares in the retail placing through HL. Nice to see private investors being included for a change.
Updated ISA holdings:
#ASHM, #BSIF, #CCC, #DOM, #DWL, #ELM, #FDM, #GFRD, #HWDN, 🆕#IGG, #JHD, #KITW, #LLOY, #MRO, #NG, #NXQ, #OSB, #PHP, #RFX,#SRAD #TET, #UU, #VTY, #WTB, #XPS, #YNGA, #ZTF
SIPP holdings:
#BSIF, #BATS, #GSK, #I3E, #LLOY, #PMI, #SHEL, #ULVR
✍️19/09/24
ISA⬇️2.47% this week😒
Cal YTD⬆️4.295 Tax YTD⬆️3.85%
Sold #ECOR and topped up #CCC, #GFRD, #KITW, #NG & #RFX
SIPP⬇️1.68% this week🙁
Cal YTD⬆️19.11% Tax YTD⬆️12.60%
#ULVR divi received
No more top ups of #I3E planned, divis will now top up #PMI
Enjoy your weekends🥩🍟
Latest monthly purchase for September has today gone to #CCC Computacenter.
I've also used the funds from yesterday's #ECOR sale to top up my #GFRD, #KITW, #NG & #RFX holdings making use of HSDL's zero commission rate for regular investments.🙂