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W13Ken

@W13Ken

Private investor in UK growth stocks: #HDD #MGNS #KLR #MKS #KEYS #SOS #VLG #IOF #TBTG #MAB #ELM. Tweets and RTs are not investment advice.

Joined August 2021
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W13Ken@W13KenOct 25
#HDD I first bought Hardide in June after an IC article (tinyurl.com/ICHardide), wondering if I was too late after a meteoric rise. I rapidly built an overweight position (avg 69p). I'm now up 72% & #HDD is 30% of my ISA. Here's why I expect another surge in December 🧵. DYOR.
This niche manufacturer’s momentum shows no signs of slowing

This niche manufacturer’s momentum shows no signs of slowing

Alex Newman: Our latest Alpha pick has blown through its target price in less than a month

investorschronicle.co.uk
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#MGNS In my opinion (& Simply Wall Street's) Morgan Sindall is currently significantly undervalued: they have £12Bn of orders lined up & are topping construction tables. Their next TU is due on 5th Nov & I predict a big jump from this morning's 3956p. Watch this space 👀. DYOR.
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W13Ken (@W13Ken) profile pictureW13Ken@W13KenOct 6
#MGNS Morgan Sindall top Sept's construction & rolling annual contracts tables: 240 contracts (£3.2bn) signed in the last 12m. Fit-out subsidiary Overbury is particularly strong. TU on the way with a decent chance of upgrading expectations. I hold - DYOR. constructionnews.co.uk/contr…
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😉
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Interesting Hardide Substack from Hydrus whose stock investigations look very thorough. A holder since 35p.
Hydrus (@2020Hydrus) profile pictureHydrus@2020HydrusNov 3
Replying to @2020Hydrus
Hardide (Lon:HDD) - Could buying a stock up 20 fold in a year still be a good idea?, by @2020Hydrus hydrus.substack.com/p/hardid…
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#HDD Investors' Chronicle have just released another positive article on Hardide and I am continuing to run profits. I'm just a shade under doubling since their last article. investorschronicle.co.uk/con…
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This thread gives some background on Hardide, which is continuing its exceptional climb. I think there's more to come in the next 12 months as capacity expands. DYOR.
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W13Ken (@W13Ken) profile pictureW13Ken@W13KenOct 25
#HDD I first bought Hardide in June after an IC article (tinyurl.com/ICHardide), wondering if I was too late after a meteoric rise. I rapidly built an overweight position (avg 69p). I'm now up 72% & #HDD is 30% of my ISA. Here's why I expect another surge in December 🧵. DYOR.
This niche manufacturer’s momentum shows no signs of slowing

This niche manufacturer’s momentum shows no signs of slowing

Alex Newman: Our latest Alpha pick has blown through its target price in less than a month

investorschronicle.co.uk
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A good ISA day: +1.37% (19.2% ytd). #MGNS TU on Thursday. Sold drifting #PEB Pebble Beach Systems - wary of tech stocks this month. Testing Stockopedia screens to find breakout stocks. Found/bought global specialty chemicals company Elementis #ELM. Risky process so DYOR.
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Today is your last chance to enter the UK Stock Challenge as sadly November will be the final one 🥲 If you've never tried it before it's now or never ⏰ Many thanks to Typo & Tim for hosting such a fun, well-run challenge for so many years 🙌 stockchallenge.co.uk
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A 4.8% gain in October, driven by another big jump by Hardide #HDD after a strong YE TU. ATH hit on Friday and now +17.4% YTD 🥳 Interesting updates for my pf in the next fortnight: Pre-yearend TUs: * 5th Nov: #MGNS * 12th Nov: #KLR HY results: * 4th Nov: #MKS * 5th Nov: #SOS
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Bought: #MAB Should benefit from Business rates freeze #TBTG Skincare mask sales are strong Sold: #VLX Steering clear of AI bubble related stocks Bought/Sold: #GROW Molten Ventures, +4.5%, I may return Currently experimenting with Stockopedia screens to spot early breakouts
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I picked a good morning to top up on #IOF Iofina at 47.9p. Still a shade down on my avg. New IC Alpha story released this afternoon. Sold #GROW as up 4.5% and averaged down on #PEB at 28.7p and #VLX at 547p.
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Growth drivers beyond core markets: ​🌐 Middle East energy sector expansion ​🔬 Semiconductor tooling diversification ​🏭 Capacity scaling: £0.7m deposit paid for 3 new reactors (£3.5m total cost) expected to double capacity to ~£40m annual sales.
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Is it too late to buy #HDD? ​Profits have hit an inflection point, with broker targets pencilling in £18.8m rev/£8m EBITDA for FY27. ​Dec 10th results could trigger another jump. For a sub-£100m company extending critical component lifespans, who doesn't want this tech? DYOR.
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#HDD Hardide are perceived to be over-reliant on a single NA Energy client but they have directly named many customers/partners across corporate announcements, press releases, aerospace supplier lists & RNSs. Looking forward to the upcoming TU with new customers & sectors. DYOR.
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#FDEV Frontier Developments have just released flagship game Planet Zoo 2 at 3pm UK time today. It's already #1 on pre-loads. An old Covid days holding of mine that I'm happy to see bouncing back. I'm back in at 646p. youtube.com/watch?v=_zqLJeOi…
Planet Zoo 2 - OUT NOW on PC, Xbox Series X|S & PlayStation 5 | Launch Trailer

Planet Zoo 2 - OUT NOW on PC, Xbox Series X|S & PlayStation 5 | Launch Trailer

Build a wilder world - Planet Zoo 2 is available now on PC, Xbox Se...

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