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Brenchley

@BrenchleyCap

Long/Short US, UK and European equities. Sometimes short-biased and in 2025/26 heavy in resources.

 England
Joined September 2018
  • Tweets4K
  • Following507
  • Followers623
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Brenchley retweeted
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@TickerOfficialJul 20
Morning Roundup - 20 July 2026 featuring #AIRC, #MPAL, #0RYA and more.
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Brenchley retweeted
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@TickerOfficialJul 20
South32 #S32 $S32.L exceeds FY26 production guidance and sells its aluminium business to Alcoa. ticker.app/lse/S32/rns/2026-…
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Brenchley retweeted
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@TickerOfficialJun 8
The proposed SpaceX IPO could be the largest in history. But "great company" and "great investment" are not the same thing. The space economy has already rewarded investors, with Filtronic and Seraphim Space among them. However, access and suitability are different questions. Setting aside the governance concerns, perhaps the real question isn't "Will SpaceX succeed?" It's "How much future success is already baked into the IPO price?" ticker.app/news/blog/spacex-…
The biggest IPO in history? How UK investors should think about SpaceX

The biggest IPO in history? How UK investors should think about SpaceX

The proposed SpaceX listing could be the largest IPO in history. But for UK investors the real question is not whether SpaceX is a great company — it is whether it is a great investment at the price...

ticker.app
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Brenchley retweeted
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@TickerOfficialJun 9
Watch @DonaldLeggatt interviews @GoldplatGDP CEO Werner Klingenberg about delivering stable gold earnings/dividends without mining – and the latest tailings JORC upgrade. View the Full Fireside Chat here: youtu.be/2IRDjl3PJ4g
Werner Klingenberg, GoldPlat CEO plans JORC upgrade to kickstart TCF...

Werner Klingenberg, GoldPlat CEO plans JORC upgrade to kickstart TCF...

Goldplat, or #GDP, is a small but consistently profitable business ...

youtube.com
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$WCE drill results for #UFO holders announcements.asx.com.au/asx…
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Buying some #GGP back here, oversold.
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Now got quite a few million shares of these #UFO #AlienMetals. Silver over $90.
bonker99 (@bonker99) profile picturebonker99
@bonker99Jan 13
#UFO #AlienMetals #Silver
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More speculative than I usually go for, but I've bought a chunk of #UFO with its exposure to silver.
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Using the aussie trading price (+7%) #GGP is just 25p away from the £6 mark.
Charles Archer (@that_stocks_guy) profile pictureCharles Archer
@that_stocks_guyJan 6
Incoming #GGP
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I would spend a lot of money in a bar like this
litquidity (@litcapital) profile picturelitquidity
@litcapitalJan 6
“Gonna be home late tonight babe, I’m out monitoring the situation with a couple of guys. We might even stay and monitor a second situation if something comes up”
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Brenchley retweeted
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@TickerOfficialJan 6
Greatland Resources #GGP opens up +5% in Australian trading - through A$11 - on the back of another great set of results.
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Struth… bonza production numbers from #GGP yet again. An absolute cash machine of a company.
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Greatland #GGP smashes past AUD $10 - but still so much further to go.
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#OMI bounce or drop through? With gold on the up and newsflow in Q1 2026 I've taken a small bet on a bounce from here.
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Liking the look of where #GGP is heading next - £5 incoming
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#GGP top-up day. So many hints in yesterday's AGM.
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Been buying shedloads of #OMI for the next run up with the gold price
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Some very encouraging drill results from #GGP today, going under the radar while everyone is focused on the $GOLD price. At $4000 Greatland are running their own cash machine.
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Added lots more #GGP today. The Aussies seem to have a nervous disposition and sell off at the slightest pullback in gold, so seemed like a good opportunity.
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