Private investor focusing mostly on UK Growth Companies, ideal holding period, forever. Tweeting mostly around current positions I hold DYOR
Solihull, UK
Joined January 2012
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- Followers1.1K
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Mark Spooner retweeted
Activist: "Your cows are putting carbon into the atmosphere."
Farmer: "Where did they get it?"
Activist: "What?"
Farmer: "The carbon. Where did the cow get it before it put it anywhere."
Activist: "From... eating?"
Farmer: "From eating grass. And where did the grass get it."
Activist: "The soil?"
Farmer: "The air. The grass pulled it out of the air last spring. The cow ate the grass. The cow breathed some of it back out. It went back into the air it came from."
Activist: "But it's still going into the atmosphere."
Farmer: "It's going back. There's a difference between a thing going somewhere and a thing going back. You've described a circle and you're frightened of it."
Activist: "Then just don't have the cow."
Farmer: "The grass still dies in autumn. It rots where it falls. The carbon goes back into the air either way, just without anyone getting fed in the middle."
Activist: "It's not that simple."
Farmer: "It's grass, cow, breath, grass. Or it's grass, rot, air, grass. Same circle, fewer dinners. If that's complicated for you I'd stay away from the water cycle. That one's got clouds in it."
Mark Spooner retweeted
ToppsTiles #TPT
CEO/CFO 1H update. Impressive . 5 focused brands, different markets. Past 7 week sales +9.5% yoy. 1H sales +4.1%.
2H momentum, margins to rise, macro a help. RMI key
‘Mission 365’is to the grow to £365m , FY26 sales est £300m , growth focus: product range expansion( all hard floorings/walls), CTD looks a v good fit, TT back in charge (post CMA) & £1.9m efficiency identified. Small loss at present. Pro tiler, Tile warehouse. Trade digital refresh.
PLC margin 8-20%. Big op gearing, +£10m sales=+£2m profits , high fixed costs. Trading well, RMI important/ confidence.
300 stores about right.90% customers visit a store. Trade customers will be 75% post CTD (£30m sales), on line 30% sales.
Plenty of opportunities to expand related covering product ranges, professional customer a dedicated web site & app next year. £900m addressable market. £50m sales early target.
Trade accounts traffic increasing. Simplification of onboarding details. CTN, new dedicated teams to sell B2B. Bulk order capability better . National house builder targets. B2B has 4 brands dedicated to serving.
Very little debt. Working capital benefits from increased turn.
New CEO search ‘well advanced’.
Mark Spooner retweeted
Powerful earthquakes in Myanmar have caused catastrophic devastation. Survivors urgently need critical support. Please donate now.
Mark Spooner retweeted
Starmer’s and Labour’s shameful approach to the rape gangs - my column in today’s Daily Mail. For the victims sake, we must get a national inquiry.
Mark Spooner retweeted
Imagine hostile powers putting missiles on the U.S. border—unthinkable, right? Yet NATO’s actions near Russia provoke the same response. Is NATO about security or profits for military contractors? These lies risk WWIII, and it impacts us all. Watch here. 🎥👇 #Geopolitics #NATO #TruthMatters"
Mark Spooner retweeted
Zelenskyy looks like he’s on something.
As for losing a lot of people, that’s onto happening because Zelenskyy refuses to pursue peace.
Ukraine has no path to victory.
And the US has no place funding this pointless endless war.
Our priority needs to be peace and the US.
Mark Spooner retweeted
🚨 𝐋𝐈𝐕𝐄 𝐑𝐈𝐆𝐇𝐓 𝐍𝐎𝐖! | Tottenham Hotspur 1-2 Aston Villa (Premier League) | Post-Match Analysis Ft. @RickySacks, @RussW777, @TJRamini, @TaliaCoren_ 🔛 @LastWordOnSpurs Via @YouTube ➡️ Post-Match Analysis! #THFC | #COYS | #TOTAVL | #TOTTENHAM xitter.gq/i/broadcasts/1OdJrjkoE…
Mark Spooner retweeted
A chart showing the movement of UK 10Y gilt yields vs the mighty US's 10Y bond yields. Apparently there's been some sort of mini-budget in the US as well!?!?! Has there?
Mark Spooner retweeted
FINAL LAP OF MADNESS!😱
Lewis Hamilton v Max Verstappen duel on the final lap around Abu Dhabi 🇦🇪
#F1 #AbuDhabiGP
Mark Spooner retweeted
Flagstaff TV: @GlantusPlc CEO Maurice Healy discusses synergies & symmetries of the #TIC acquisition, which consolidates their position in the US market. Enhancing earnings, growing revenues & margins, and increasing shareholder value #GLAN #datamadesimple
youtube.com/watch?v=2U3y0HuD…
Mark Spooner retweeted
Glantus CEO and Founder Maurice Healy spoke with @VOXmarkets Justin Waite to introduce Glantus, its business model and review what joining the London Stock Exchange means for the company. #DataMadeSimple
soundcloud.com/user-86497214…
Mark Spooner retweeted
$GAN reports $8.3m revenues, reaffirms FY guidance (with significant upside), SP hit following FanDuel's transfer of their Sports Gaming business into their own digital wallet - no more FanDuel sports revenues from this month, casino gaming unaffected. gan-investors.s3.amazonaws.c…
Mark Spooner retweeted
$GAN launches with Penn!
Can’t wait for earnings report tonight!
Care to comment @stoolpresidente ? 😁
finance.yahoo.com/news/gan-l…
Mark Spooner retweeted
Read here about our solution engineering approach to building modular and mobile rapid deployment systems for medical grade oxygen generation.
ow.ly/J5Bh50AnYcC
#oxygengeneration #medicalgradeoxygeneration #renewableenergy #hydrogen
Mark Spooner retweeted
Looking at the full list of holdings in Fundsmith Equity and Lindsell Train Global. Both funds have held up very well so far in 2020. #fundsmith bit.ly/3d5Rn0N
Mark Spooner retweeted
Tiny thread on tiny company: TP Group #TPG
Amongst others, major focuses include life support on submarines, and support on UK military and ESA satellite programmes.
The big attraction? A couple of things - specialism and under-the-radar growth (thank you, I'm here all week)