#LBG There’s quite a bit going on at LBG so it’s reassuring to get an inline TU (as I’ve recently bought a new high risk opening position) Revenue from Indirect has collapsed The Uncovered acquisition used up their cash pile (& there’s now -£5.8m) so all eyes on it delivering now

#REVB The turnaround continues Positive at EBITDA but still loss making (though significantly reduced) Guides to top end of expectations as we enter the key Christmas period (having already upgraded) The market may be disappointed with no further upgrades, let’s see 👀 I hold

#CCC Computacenter are certainly on a role at the moment so well done to shareholders 👍 Q3 now ahead of expectations with: “record committed product order backlog1 of £12.6bn, versus £9.3bn at the end of June, and a strong pipeline of opportunities in North America and the UK”

#PLUS a very nice start of the week for Plus 500 shareholders with my favourite expression, ahead of expectations for revenue and EBITDA (grrr) Better performance due to continued market & product expansion and acquisitions Good to see (even if I’ve never owned it 🙄)

A down 🐍 week 😢-0.9% to be +17% YTD Reduced #CRW as it’s not recovering ⭐️ #MSI Oil shares 🐶 #SNX #GAW (again) Was tempted by a few #BMY this week & a few more Mystery Share (to be revealed) Currently meant to be on holiday in the Outer Hebrides but ferry was cancelled 😞

#DEBS An improving picture but still loss making: “Both periods include non-cash lease credits (c.£40m relating to the US distribution centre sublease; H1 FY26: £34.3m relating to Daventry); excluding them, the loss before tax narrowed from c.£52m to c.£12m” 👀

You know you’re in for a tough day when even the London stock exchange RNS service isn’t working 🤦🏻‍♀️ Off to Investegate I go…

#ATG Looks to be trading ok, guides FY26 revenue & EBITDA slightly ahead 2 things look interesting here: 1 Will FitzWalters return with a fresh bid approach 2 The form the capital return will take “the Board is considering options for returning excess capital to shareholders”👀

#NIOX looks like Niox’s Tender Offer was ridiculously oversubscribed😳 Shareholders were given the opportunity to tender 3.7% of their shareholding at 80p Turns out 51.1% of all the company’s shares attempted to be tendered Given the share price is currently 66p I can see why🤷🏻‍♀️

#MSI are really spoiling us now a second contract announcement in 1 month! And this ones also a goodie It’s to provide 12 Gunn systems to the German navy’s F128 programme with a total value of £29.7m I hold & may now need to go for a little lie down…

#AT. Another Day Another Takeover This time the previously proposed bid for Ashtead Technology becomes a recommended bid at 615p cash The shares closed at 530p last night suggesting the market wasn’t sure this was going to happen Looks a reasonable premium for shareholders 👍

#DFS It’s interesting to see the changes in the top shareholders list at DFS Furniture 👀 Fidelity have further sold down their holding from 9.46% to just 4.71% now While we’re yet to hear who’s bought them its possible that Man Li Wong has increased his shareholding🤔 I hold

#GEN Genuit/ex Polypipe is on my recovery watchlist but after todays TU it can languish there a bit longer It’s a Profit Warning ⚠️ due to the warmer weather ‘Challenging’ doing the heavy lifting as they lower PBT to £84m from £91-96m *a bonus point for incl market expectations

#CRPR What a difference a month makes From inline in early September to an ahead of expectations in October👍 It’s the paper & packaging division which has performed better EBITDA now 10-20% ahead of expectations *tho it would be nice to know the impact on profitability too🤔

There was far too much red in my portfolio today & not enough blue So here’s a photo of Brora enjoying our beach walk earlier today 💯 blue

#GAMA Gamma & it’s prospective bride👰 Epiris remind shareholders that they are the only gig in town & they’d better get a wriggle on & vote if they want the deal to go through Shareholders meeting adjourned to give recent shareholders (merger arbitrage funds) time to vote 🤔hmm

#VLX Volex shares have twice now bumped their head on the 700p level & fallen back- will today’s TU be enough to push them above it ⛰️? Record revenue & Profit to be towards the upper end of expectations at c$150m 👍 *and a bonus point for including what market expectations are

#CNS As mentioned, I picked up small parcels of Corero in August at between 6.5p-7.5p as Saba messily exited their Herald IT holding Added at 11p The shares have had a lovely rerating this week so I trimmed half at c14p As I’ve been heard to say before, why didn’t I buy more🙄

A completely flat week, which given the FTSE fell this week, I’m happy to take 😮‍💨 YTD +18% ⭐️ $IMO #CNS #SNX Oil stocks 🐶 #RGG A couple of minor tweaks which I’ll tweet in a mo Loving the autumnal sunshine so hope it’s sunny ☀️ with you too 🍂

#SDG For any shareholders in Sanderson Design PLEASE remember to VOTE 🗳️ in the upcoming General Meeting on 29 October I am voting to remove the Chair, Dianne Thompson ✅ Reasons given here: lbvam.com/assets/news/LBV-Re… Apathy is the enemy of change so please vote 🙏