#GGP reported production of 82,723 oz of gold & 4,128 tonnes of copper, contributing to a ytd FY2026 total of 249,887 ounces of #gold & 11,022 tonnes of #copper. The company's cash reserves significantly increased by $260m to $1,208m. Anticipates FY26 production to meet or exceed the upper end...
#BP. $BP 🆙+1.2%✅ £5.99✅
$WTI : US $OIL prices extend gains to $115.50/barrel, now🆙+110%✅since the December 2025 low.
A very HAPPY EASTER SUNDAY to you ALL🙏
🔥#TWINPETESINVESTING #Podcast 176: WHO WANTS TO BE AN ISA MILLIONAIRE? 🔥 #TSCO #BAB #CNA #PHP #BBOX #FAN #ASHM #WOSG #FUTR #GDWN, Exclusive FREE tickets to the Masterinvestor show on April 25th in #London
www.conkers3.com/twin-petes-i...
youtu.be/dwPdFkOZx0w?...
open.spotify.com/episode/5UDz...
#BHP has completed a long-term #silver streaming transaction with $WPM, for its share of silver production from the Antamina Mine in Peru, receiving $4.3B in upfront consideration. Under the agreement, $BHP will deliver the equivalent of 33.75% of Antamina's silver production subject to a 90%...
#RMV❌ -8%❌£3.92❌ I've added more.
#Rightmove has confirmed awareness of reports regarding an application filed with the Competition Appeal Tribunal to commence collective proceedings against the company. $RMV expressed confidence in the value it provides to its partners and consumers.
#FTC
#FILTRONIC has secured a new £0.4m contract from a major European defence prime for the initial phase of a new technology program, with expected volume production in the future. This order extends the company's engagement into an additional business unit
📸via @entrusttmf.bsky.social 👍
#RNWH Trading update:
- Performance & net cash in line with expectations.
✅With a record order book driving confidence for the FY. ✅Highlights strong momentum in water services, resilient trading in infrastructure, & positive contributions from Emerald Power & Excalon
bsky.app/profile/trad...
#RPI @raspberrypi.com FY results
✅Revenue +25% to $323.2m
✅Adj. EBITDA +25% to $46.4m EXCEEDING EXPECTATIONS
✅Unit shipments rose 9% to 7.6 million, driven by increased demand, particularly from the USA & China
✅PBT +63% to $26.5m
✅B/ EPS +73% to 11.22c
✅ $28.1 million in cash
#PEEL
✅ Peel Hunt anticipates FY revenues EXCEEDING £140 million & profits MATERIALLY AHEAD of market expectations for the year ending 31 March 2026, driven by recent investment banking transactions & strong performance in its Execution Services business.
Great post by @tonytassell.bsky.social about @antoinegara.bsky.social @ericgplatt.ft.com @ortenca.bsky.social' excellent article on the very topic of Private Credit that the latest #TwinPetesInvesting podcast focused on.
Please give this @financialtimes.com article a read👍
bsky.app/profile/tony...
#DEBS #BooHoo Group, Trading statement:
✅Adj. EBITDA comfortably EXCEEDING guidance at £53m, with a 36% YoY increase driven by a 76% rise in the 2nd half.
✅FY27 guidance RAISED, expecting double-digit Adjusted EBITDA growth from the FY26 outturn
#BP. £5.84
✅I received my chunky $BP. #investing #dividends today👍.
✅Ytd #BP.L shares🆙+35%✅
$Brent crude 🆙+2.9% to $110.94 /bbl
$WTI oil 🆙2.4% to $97.14 /bbl
#Brent crude is #trading🆙 +56.81% since its 26th February 2026 close @ $70.75!!
Ouch indeed🤕
Your Golden Rule is one to stick by!👍
As discussed in the latest #TwinPetesInvesting podcast👍, the #PrivateCredit & #PrivateEquity debt leverage cycle appears to be unravelling.
bsky.app/profile/bloo...
#MTLN❌ -7%❌32p❌
🔬🔎🕵️ For around 6 months Hedge Funds were taking short positions out against Metlen!
What did they find?
$MTLN Metlen shares drop 8% as audit delay pushes back full-year results tinyurl.com/22yz3kgn
cc. @olihaillbiz.bsky.social
#III❌- 17%❌£22.99❌
After years of paying a premium for Private Equity star 3i Group for its significant exposure to Action.
Today's, Action Capital Markets Seminar & portfolio update led to more shareholders exiting $iii.
#III.L shares now trade at a 9% discount to NAV!
#INPP FY results
✅NAV +4.7% to 151.5p contributing to a NAV total return of 10.6%
✅Achieved its 2025 dividend target of 8.58p p/s, marking its longest track record of uninterrupted dividend increases
✅Reconfirmed its 2026 & 2027 dividend targets of 8.79p & 9.01p respectively bsky.app/profile/htvi...
#NXT FY results:
✅Total group +10.8% to £7 billion
✅PBT +14.5% to £1.158 billion
✅Final dividend of £1.81 p/s means total for the year = £2.68 p/s Vs £2.33 YoY
✅ #Next anticipates returning £500 million of cash to shareholders in the current year
RNS📸via @entrusttmf.bsky.social
Fascinating insights into the private credit world with @htviolaheir.bsky.social asking questions on all our behalfs. I am not expecting our holdings in the likes of #MGCI #RECI and #POLN to be as affected as the worst-case scenarios...
#AAL 🆙+3%✅£31.61✅
✅Barrick Mining could add up to $3Bn in value to a combined Anglo-Teck group
✅A previously undisclosed royalty held by Teck Resources on $ABX's Fourmile $gold project, has strengthened the case for Anglo' merger w/ $TECK, according to Citigroup analysts.
😊I continue to hold #AAL.L
#VLX T/U
✅ #VOLEX FY revenue now expected to be at least $1,220 million, SIGNIFICANTLY EXCEEDING MARKET EXPECTATIONS
✅Underlying operating margins anticipated to be ABOVE the 9-10% target range. This outperformance is primarily driven by high demand for data centre products
bsky.app/profile/trad...
#UU. United Utilities Group trading update:
$UU. anticipates its underlying EPS to be around 100 pence, as per previous guidance. A change in accounting for inflation-linked debt is expected to reduce net finance expenses by approx. £35 million & boost underlying EPS by about 5p.
#BP. 🆙+3.5%✅£5.575✅
✅ $BP. is the strongest FTSE 100 constituent today👍.
As discussed here www.youtube.com/watch?v=Vq6x... Energy related stocks could be safe havens wrt the ongoing Private Credit situation and Iran war.
$WTI $Oil 🆙+4.4%✅ $92.07 p/b✅
#BRENT Crude🆙+3.5%✅$103.46 p/b✅
#MNA #TAKEOVER
US cosmetics giant $EL Estée Lauder is nearing a deal to combine with Spanish beauty group $PUIG Puig to create a more than $40bn company.
bsky.app/profile/fina...
#CSN Chesnara FY:
✅Operational Capital Generation +19% to £94m
✅Cash Remittances +30% to £58m.
✅Solvency Coverage Ratio +54% points to 257%
✅Own Funds +34% to £859m
✅Adj. Operating Profit +42% to £56m
✅AuA +10% to £15bn.
✅Dividends +6% to 14.8p
RNS 📸 @entrusttmf.bsky.social
🔥 #TWINPETESINVESTING #Podcast 175: A PRIVATE CREDIT & INVESTING MASTERCLASS with Dr. George Cooper🌟, Founder & CIO of Equitile Investments, Manager of The Equitile Resilience Fund.
www.conkers3.com/twin-petes-i...
podcasts.apple.com/gb/podcast/t...
open.spotify.com/episode/3pB2...
#JDW reported interim results:
✅Revenue +5.7% to £1,087.8m
✅Like-for-like sales +4.8%
❌PBT down -31.9% to £22.4m
❌Operating profit fell by 18.4% to £52.9m, attributed to increased costs including wages, repairs & business rates
❌B/ EPS 15.5p Vs 21.5p
- Dividends unchanged
bsky.app/profile/1jam...
#SMIN ❌-5%❌£22.10❌
❌Group organic revenue +4% MISSED ESTIMATES❌
✅Op. profit margin +50bps to 17.2%
✅Dividend +5.4% to 15p
✅A £1bn share buyback is underway & an additional £1.5bn will be returned to shareholders via a structured return (tender offer or special dividend)
👍I continue to hold $SMIN
