iiinova — where your digital self keeps evolving

conkers3.bsky.social @conkers3.bsky.social · 08/10/2026

#ABDN🆙 +1.2%✅£2.37✅ ✅Aberdeen Group #ABDN.L raises £436 million gross through the secondary placing of a 5.2% stake in Standard Life at £8.39 p/s. ✅The transaction price represents a 257.94% premium to the £2.344 initial purchase price. $ABDN 🧵 📸VIA @entrusttmf.bsky.social 👍

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conkers3.bsky.social @conkers3.bsky.social · 07/10/2026

✅ #AVON Technologies FY26 trading update & strategy teach-in showcase strong momentum, with revenue growth of approx. 12.5%. ✅Adjusted operating profit margin COMFORTABLY AHEAD of the guided 14-16% range. ✅ $AVON now expects FY26 results to be AHEAD of market expectations

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conkers3.bsky.social @conkers3.bsky.social · 07/10/2026

#LIKE Likewise Group acquire assets from Headlam #HEAD including 90k sq ft Distribution centre, certain trade & assets & intellectual property for £14.9m. Will also sell HEAD's remaining inventory. DEBTS!!🚨NB In 2021 $HEAD was valued @ >£750m Vs being in administration today🚨

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Reposted by @conkers3.bsky.social

Henry Viola-Heir @htviolaheir.bsky.social · 05/10/2026

Following a change in my personal circumstances, I am stepping away from investment-related media activity. That means that I will no longer be able to participate in the Twin Petes Investing podcast or to publish investing-related media activity.

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Henry Viola-Heir @htviolaheir.bsky.social · 05/10/2026

I have loved being a part of the podcast and I am immensely grateful to my good friend and co-host @conkers3.bsky.social for the opportunity, and to you as our audience for your many years of support and encouragement. It has been a hugely rewarding experiemce and I will be forever grateful.

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Henry Viola-Heir @htviolaheir.bsky.social · 05/10/2026

I am immensely proud of the work Peter and I have undertaken together and have high hopes that the podcast will continue to go from strength to strength in the years to come. Thank you for listening. I have loved every moment.

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conkers3.bsky.social @conkers3.bsky.social · 06/10/2026

✅ #CKN CLARKSONS announced a strong trading update for August & September, driven by geopolitical complexity leading to increased commodity & freight market volatility, record freight rates & rising asset prices ✅Broking & Financial divisions have performed SIGNIFICANTLY ABOVE EXPECTATIONS

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conkers3.bsky.social @conkers3.bsky.social · 06/10/2026

#KMR Kenmare Resources plc has received a non-binding cash offer proposal from International Resources Holdings RSC Ltd for its entire issued and to be issued share capital. Discussions are ongoing, and there is no certainty that a firm offer will be made or on what terms.

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conkers3.bsky.social @conkers3.bsky.social · 05/10/2026

I am looking forward to moderating the #AICShowcase 3pm panel: The hunt for yield With🌟 #JCH's Anthony Lynch #HHI's David Smith #CTUK's Dominic Younger Please join us this Friday for FREE using the code SOCIAL26. theaic.co.uk/the-investme... Investing insights from >30🌟investment trust managers

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conkers3.bsky.social @conkers3.bsky.social · 05/10/2026

Schneider Electric to acquire PTC $PTC for $23.7 Billion in Cash $PTC shareholders will receive $205 p/s in cash, representing a 42.3% premium over the stock’s last closing price.

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conkers3.bsky.social @conkers3.bsky.social · 05/10/2026

#NG. National Grid raises full-year earnings outlook after strong first half. $NG

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conkers3.bsky.social @conkers3.bsky.social · 02/10/2026

#OXIG🆙 +2%✅£30.50✅ ✅Every new advanced TSMC facility relies on components whose manufacturing runs through OXIG machinery ✅ $OXIG' atomic scale processing & plasma etch/deposition tools are decisive for manufacturing specialised components used in advanced datacenters & AI chips. 😊I hold #OXIG.L 👍

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conkers3.bsky.social @conkers3.bsky.social · 02/10/2026

#IQE🆙 +6%✅52.5p✅ $AVGO agrees to lend Anthropic up to $42B to lease its chips. The deal expands on their existing TPU capacity development alongside Alphabet 🤔Are these optical chips, that are heavily reliant on the exact compound semiconductor wafers that $IQE manufactures? 😊I hold #IQE.L 👍

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conkers3.bsky.social @conkers3.bsky.social · 02/10/2026

#HWG Peel Pepper (UK) Ltd has published its best & final unconditional cash offer document for Harworth Group PLC, offering £1.87 p/s = approx. £631.7m. Peel Group now controls 69.72% of Harworth's issued share capital, and the takeover offer has become unconditional.

static.klipy.com

Ejami Love: Third Time's The Charm

ALT: Ejami Love: Third Time's The Charm

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conkers3.bsky.social @conkers3.bsky.social · 01/10/2026

@htviolaheir.bsky.social & I discussed #RGG in the latest episode of the #TwinPetesInvesting podcast 👇 youtu.be/CB1h9bFHpDo?... Today $RGG Upgrades again! 🙌"The Board now expects for the Group to deliver revenue in EXCESS of £19 million & net profit in EXCESS of £9 million"🙌

youtu.be

Finding Winning Opportunities on AIM

YouTube video by Conkers Corner

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conkers3.bsky.social @conkers3.bsky.social · 30/09/2026

✅ #NWG NatWest Group is the first UK bank to pilot an industry-first generative audio-visual Spending Insights tool powered by a proprietary Small Language Model, alongside a new Fraud Triage Agent in its Cora digital assistant to streamline support.

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conkers3.bsky.social @conkers3.bsky.social · 30/09/2026

#AOTI, Inc. ✅HY U/L revenue growth of 18.8% to $31.9m excluding Arizona Medicaid, with overall reported revenue +10.8% to $35.3m ✅EBITDA +16.6% to $3.6m ✅ $AOTI achieved positive operating cash flow of $0.9m million, a significant improvement from the prior year's outflow.

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conkers3.bsky.social @conkers3.bsky.social · 29/09/2026

#AZN 🆙+2%✅£127.42✅ AstraZeneca has agreed to invest $2B in Summit Therapeutics at an $18.36 p/s equivalent & partner on cancer trials built around ivonescimab. $AZN AstraZeneca would hold rights = to about 12% of $SMMT's outstanding common shares following the investment. bsky.app/profile/conk...

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conkers3.bsky.social @conkers3.bsky.social · 29/09/2026

✅ #VSVS Vesuvius plc has responded to media speculation by confirming it has received multiple unsolicited, non-binding proposals from RHI Magnesita. ✅The latest proposal, received on 27/8/26, offers £4.70 in cash + 0.28 new #RHIM shares for every 10 Vesuvius shares = £5.51 p/s = £1.41 billion

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conkers3.bsky.social @conkers3.bsky.social · 29/09/2026

✅ #ZIG ZIGUP has upgraded its adjusted PBT expectations to the top end of the current market range, between £163.2m & £170m. ✅Outlook driven by strong recent performance in Spain & FMG, w/ average vehicles on hire over 5% AHEAD YoY & the Spanish fleet EXCEEDING 80,000 vehicles

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conkers3.bsky.social @conkers3.bsky.social · 29/09/2026

#TRB 🆙+3%✅ £1.03✅ ✅Tribal Group faces a possible £1.11 p/s cash offer from its largest shareholder Jenzabar Inc ✅This after Tribal agreed improved terms with Main Capital, for about £231.2m = £1.05 p/s ✅Jenzabar’s possible offer represents a 5.7% premium to that implied price & a 76.1% premium

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conkers3.bsky.social @conkers3.bsky.social · 28/09/2026

✅The US and China have agreed to work toward lower tariffs on $60 billion in trade in non-sensitive goods. ✅Under a new "30-for-30" deal What’s on the proposed product lists?

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conkers3.bsky.social @conkers3.bsky.social · 28/09/2026

😊As discussed by Henry during the latest #TwinPetesInvesting podcast #LIKE #Likewise is worthy of further research👍 ✅1H Rev up 15.4%, GM's up 80 pts, adj PBT up 79.5%, divi +20% ✅"the Board now expects [adj PBT for FY26] to be materially ahead of current market expectations bsky.app/profile/1jam...

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conkers3.bsky.social @conkers3.bsky.social · 25/09/2026

#TWINPETESINVESTING Podcast 188🔥Finding Winning opportunities on AIM. #RGG #LIKE #CHRT #GGP #IQE #EGT #MAC #AOTI #FEVR #JET2 #Dividends #POLN & outstanding #InvestorSummit conkers3.com/twin-petes-i... youtu.be/CB1h9bFHpDo?... open.spotify.com/episode/7tIw... podcasts.apple.com/gb/podcast/t...

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conkers3.bsky.social @conkers3.bsky.social · 25/09/2026

✅Harworth Group #HWG ’s board has recommendation & backed an increased £631.7 million / £1.87 p/s cash offer from Peel ✅The revised proposal, described as Peel’s best & final offer, represents an 8.4% increase on the 177.5p bid announced earlier this month. 👍I hold $HWG bsky.app/profile/1jam...

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conkers3.bsky.social @conkers3.bsky.social · 24/09/2026

✅Raspberry Pi Holdings #RPI $RPI.L reports first-half revenue up 90% to $256.9m ✅Driving a 216% surge in pre-tax profit to $19.6m ✅Basic EPS growing 217% to 8.84 cents ✅Full-year EBITDA expected to be AHEAD of market consensus.

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conkers3.bsky.social @conkers3.bsky.social · 24/09/2026

#DFS Prelim FY results: ✅Underlying PBT +48.7% to £44.9m. Meeting upgraded guidance. ✅Strong free cash flow generation of £40.3m ✅Reduced net bank debt by £38m to £69m ✅Final ordinary dividend of 2p per share

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conkers3.bsky.social @conkers3.bsky.social · 23/09/2026

#POLN🆙 +12%✅£9.20✅ 📢Pollen Street Group Ltd $POLN confirms that it has initiated preliminary discussions with a limited number of third parties. To establish their suitability as a strategic partner & whether they might be interested in making a possible offer for the Company!

static.klipy.com

Wendy Moniz Grillo: I'll Make You A Deal

ALT: Wendy Moniz Grillo: I'll Make You A Deal

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conkers3.bsky.social @conkers3.bsky.social · 23/09/2026

Tritax Big Box REIT #BBOX $BBOX.L completes a 1 million sq ft Kettering facility leased to Amazon on a 20-year term, securing £9.8m of annual rental income.

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conkers3.bsky.social @conkers3.bsky.social · 22/09/2026

#GHH shares @ £12.20✅ ✅My 68th of 71 successful takeover exits in 12 yrs SEE my🧵as previously trimmed👍 ✅Greenlight Bidco announced that the conditions related to antitrust & regulatory approvals for its recommended cash acquisition of Gooch & Housego have been satisfied. 👍 $GHH to delist on Oct 16th

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conkers3.bsky.social @conkers3.bsky.social · 22/09/2026

#SMIN 🆙+5%✅£27.20✅ ✅FY Organic revenue growth of +1.2% ✅Headline operating profit margin expanded to 20.6% ✅Acquired DRC Heat Transfer for £165m, extending Flex-Tek into high-growth cooling & data centre markets ✅Stronger balance sheet at £1,747m net cash ✅Dividend 33.5p p/s 🧵I continue to hold SMIN

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conkers3.bsky.social @conkers3.bsky.social · 22/09/2026

✅ #PRV Porvair anticipates its FY trading to be slightly AHEAD of expectations, driven by the successful integration of Drache & the recent completion of the GV Filtri acquisition, which reported €5m revenue in 2025 ✅The Group achieved 14% constant currency revenue growth in the first 9 months.

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conkers3.bsky.social @conkers3.bsky.social · 22/09/2026

#KGF HY results: ✅Total sales inc. marketplace GMS* +1.6% ✅Screwfix LFL sales +5.6% ✅Adj. PBT +9.9% to £404m ✅Adj. EPS +16.1% to 17.8p ✅£339m FCF delivered ✅HY dividend of 3.8p ✅FY 26/27 Adj. PBT upgraded to £595m-£635m (previously £565m-£625m) RNS 📸via @entrusttmf.bsky.social 👍

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conkers3.bsky.social @conkers3.bsky.social · 21/09/2026

#ATM @ 7.15p ✅Great to see Andrada Mining shares above 7p. As global demand for their #Tin, #Copper, #Tungsten, #Lithium and critical metals continues✅ I continue to hold $ATM 👍

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conkers3.bsky.social @conkers3.bsky.social · 17/09/2026

Tomorrow, we'll showcase the immense talents of the UK's finest minds, Investment Trust / Fund managers, Pension experts & investors from across most Investment & Financial specialisms DON'T MISS OUT! Join 450+ attendees Buy your #InvestorSummit 🎟️ investorsummit.co.uk/tickets 🎟️now

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conkers3.bsky.social @conkers3.bsky.social · 16/09/2026

#HWG🆙 +1%✅£1.80✅ Harworth receives increased £1.775 p/s = £599.77m cash offer from Peel Holdings. This revised offer, comes with a presentation arguing that Harworth faces an uncertain outlook due to declining NAV, increased leverage, a constrained balance sheet.. 🧵 I continue to hold $HWG

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conkers3.bsky.social @conkers3.bsky.social · 15/09/2026

#CLIG City of London Investment Group FY results: ✅FuM +13.9% to $12.3B ✅Net fee income +9.7% to $76.5m ✅PBT +24.6% to $32.4m ✅U/l PBT +19.3% to $36.8m ✅U/l EPS +14.2% to 41.9p ✅Final dividend of 23p p/s from 22p YoY ✅Maintained a strong balance sheet with $42m in cash & no external borrowings.

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conkers3.bsky.social @conkers3.bsky.social · 14/09/2026

Do you have an interest in Investment Trusts? Book your Investor Summit tickets now! To hear from Ben Rogoff, Annabel Brodie Smith, Nick Britton, MoneyWeek + winning🌟 IT Managers from #POLR #PCT #SCP #LWDB #EWI #MYI #CREI #MMIT #JEDT #PCFT #VEIL #OIT #CCJI 🎟️ investorsummit.co.uk/tickets%F0%9...

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Henry Viola-Heir @htviolaheir.bsky.social · 04/09/2026

🌟 #TWINPETESINVESTING 187 now live 🌟 Tune in to hear @conkers3.bsky.social and I exploring potential winning investment trust opportunities including #BRWM #IBT #PSH #HSL #INPP #MUT and more! Please remember to like, subscribe and comment 🙏 www.youtube.com/watch?v=hXoi...

youtube.com

INVESTMENT TRUSTS: FINDING WINNING OPPORTUNITIES

YouTube video by Conkers Corner

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conkers3.bsky.social @conkers3.bsky.social · 10/09/2026

#THG ❌-4%❌30p❌ ✅ $THG HY revenue +7.2% to £828.7m ✅>doubled Adj. EBITDA to £42.8m ✅Myprotein volumes +57% ✅Nutrition division Adj. EBITDA trebled to £26m ✅Operating loss narrowed to £10.6m from £30m YoY ❌Cautioned wrt Q3 revenue growth 🧵I continue to hold. bsky.app/profile/1jam...

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conkers3.bsky.social @conkers3.bsky.social · 10/09/2026

✅ #ELCO Avocet Bidco Ltd, indirectly owned by Accel-KKR funds, has made a recommended all-cash acquisition offer for Eleco plc @ £2.35 p/s, valuing the co at £207.6m ✅This offer represents a significant premium of 74.7% Congrats DeargDoom & ALL $ELCO shareholders👏 bsky.app/profile/dear...

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conkers3.bsky.social @conkers3.bsky.social · 09/09/2026

#ECOR 🆙+2%✅£1.80📈Nearing a new 5 yrs high sp📈 🚨COPPER HITS A NEW ALL-TIME HIGH🚨 Yesterday #Copper surged to $6.87/lb🟠📈 A new record for the metal at the heart of electrification, grids, EVs, data centers & global infrastructure. Great graphic from @capnek123 on X. 😊I hold $ECOR 👍

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conkers3.bsky.social @conkers3.bsky.social · 09/09/2026

#BP 🆙+1.8✅£5.60📈 Brent crude oil surges over $100 for the first time since July. 🧵 $BP

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conkers3.bsky.social @conkers3.bsky.social · 09/09/2026

✅ #VCT Victrex plc has announced a positive pre-close trading update ✅Now expecting FY2026 underlying PBT to be between £45m & £47m ✅EXCEEDING prior guidance of £42m to £44m due to strong fourth-quarter momentum driven by Aerospace, Value Added Resellers, and Electronics.

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conkers3.bsky.social @conkers3.bsky.social · 09/09/2026

❌ #MAB1 Trading: Mortgage Advice Bureau (Holdings) has revised its 2026 expectations downwards ❌Now anticipating Adjusted profit before tax of approximately £38m Vs market consensus of £43.4m ✅First-half Adj. PBT is expected to be £14.8m, slightly exceeding prior guidance.

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conkers3.bsky.social @conkers3.bsky.social · 09/09/2026

#FDEV FY26 RESULTS – A RECORD YEAR; AN EXCITING FUTURE ✅Revenue +16% to £104.8 million ✅Adj op profit +62% £21.4 million ✅EPS +76% ✅ $FDEV's cash at 31 August 2026 of £51.4 million ✅Strong cash generation supports a £5m special dividend. bsky.app/profile/1jam...

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conkers3.bsky.social @conkers3.bsky.social · 08/09/2026

#BP 🆙+1.4%✅£5.54✅ " @karelmerckx.bsky.social Brent futures trade at $98.73. But if you cannot wait for delivery and want the oil today, the price is $106.78. That is backwardation. And it signals serious scarcity in the oil market" 🧵 I continue to hold $BP

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conkers3.bsky.social @conkers3.bsky.social · 08/09/2026

#DNLM Dunelm Group Prelims: ✅Total sales +3.1% to £1,825.5m ✅PBT £211m unchg ✅2% point increase in digital sales participation to 42% ✅FCF strengthened to £154.8 million Vs £127.4 million ✅Net debt reduced to £94.6 million Vs £102.0 million ✅Dividend +2.2% to 45.5 pence & a special dividend of 25p

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conkers3.bsky.social @conkers3.bsky.social · 08/09/2026

#RGL Regional REIT Ltd HY results: ✅Completed £21.5m in disposals. ✅26 new lettings generated £1.9m in rental income, exceeding breaks and expiries, with a forecasted earnings enhancement of £1m. ✅The portfolio valuation -5.1% to £526.7m ✅EPRA NTA -3% to £305.8m ✅EPRA EPS 4.2p ✅Dividend 4p.

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