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Dearg Doom @deargdoom.bsky.social · 09/10/2026

UBER $UBER Share Price: $71.71 (+2%) Capturing a short-term rally. Sold the recent jump in SP to buy back later. On Oct 6th, Uber agreed to buy ezCater ($2.3bn cash) to expand Uber Eats into corporate catering. But rising Treasury yields pressure growth valuations, so I'm reassessing risk/reward.

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Dearg Doom @deargdoom.bsky.social · 07/10/2026

IG Group #IGG Share Price 943p (-1.8%) Pre-scheduled meeting Oct 8th Underdog is performing very well, with Q4 set to be its strongest qtr, coming close or just shy of target Market assumes IG hugely overpaid, but long term Underdog could become the bigger half A Core Holding getting bigger!

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Dearg Doom @deargdoom.bsky.social · 07/10/2026

Pennon #PNN: Share Price 357p (-21%) The revised plan targets >40% RCV growth to 2030 — not a guaranteed 40% shareholder return. A bigger regulated asset base can support higher earnings/dividends, while any share-price re-rating adds upside. Key is whether execution delivers.

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Dearg Doom @deargdoom.bsky.social · 06/10/2026

Celebrus Tech #CLBS Share Price: 57p (-40.3%) The key is the new VP-Global Services must standardise implementation, cut no. of hours and people required Hence, can lower CAC and unlock much more ARR & profit. If so, the sales proposition becomes easier and more repeatable

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Dearg Doom @deargdoom.bsky.social · 06/10/2026

Celebrus Technology #CLBS Share Price 75p (-21%) Bought a small stake today after the profit warning. The fall in SP maybe an overreaction. ARR fell 2% and execution remains an issue. But CLBS has $22.3m cash, no debt and high-margin recurring software. Interesting risk/reward. For a Trade Only

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Dearg Doom @deargdoom.bsky.social · 05/10/2026

Nu Holdings $NU Share Price $14.84 (+10.5%) (pre-market) Pleased to see the SP recovery continuing. Move today looks very tied to Brazil's election first round. Markets reading a possible runoff win for Bolsonaro as business-friendly. Just watching the read-through. A Core Holding.

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Dearg Doom @deargdoom.bsky.social · 05/10/2026

IG Group #IGG Share price 980p (-1%) Doubled my position since RNS! Yes, Q4 is guesswork. Q3 OTC retention fell to ~70% (~80% avg), and that's the swing factor. Underdog is growing well! Maybe, just short of the founders' payout targets, but that's fine for IG holders. Watch 8 and 22 Oct.

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Dearg Doom @deargdoom.bsky.social · 02/10/2026

IG Group #IGG Share Price £9.86 (-22.6%) 70% OTC retention shock! But Underdog is quietly doing something rather different: Q3 revenue ~$105m, >100% YoY. And Q4 is seasonally the big quarter — >⅓ of 2025 revenue came then. The 8 Oct presentation really matters! I've kept adding. DYOR

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Dearg Doom @deargdoom.bsky.social · 02/10/2026

IG Group #IGG Share Price 1007p (-21%) I'd looking for answers, not reassurance. As management says OTC retention will improve over the medium to long term, but... Tell me: — Why did it fall to 70%? — When does it normalise and where? — What does that mean for earnings beyond 2026? And ......

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Dearg Doom @deargdoom.bsky.social · 02/10/2026

IG Group #IGG Share Price: 1,269p (pre-open) Q3 looks ugly: Revenue ~£240m, -14%, as OTC revenue retention fell to ~70%. But customer income rose 8%, first trades +25% and active customers +17%. Underdog revenue >$105m, +100%+. I'll treat Q3 as a blip. Buying any dip ~1200p. A Core Holding.

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Dearg Doom @deargdoom.bsky.social · 01/10/2026

Nu Holdings $NU Share Price: $12.66 (+2.5%) Monday: "Oh no — NU might spend billions buying Monzo." Then Wednesday after hours: "No, we're not pursuing it." Share price recovering (in after hours) much of Monday's 10% fall. Relief rally unlocked! After Hours SP is $13.44 Expect SP to go higher

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Dearg Doom @deargdoom.bsky.social · 30/09/2026

Toast $TOST Share Price; $29.41 (-3.5%) Chart might look like a falling knife, but looking past short-term price weakness, the fundamentals are hungry for growth: 📈 +22% Location Growth 📈 +25% ARR 📈 +28% Recurring GP Fair value for a future compounder. I'm topping up! 🍽️

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Dearg Doom @deargdoom.bsky.social · 30/09/2026

Can't keep buying more UK companies without selling or reducing some others. Sold, Eleco, Ashtead Tech, DCC, Breedon, Aberdeen, Trainline, Brickability....

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Dearg Doom @deargdoom.bsky.social · 30/09/2026

RNSs out this morning. Immediate reaction after the first 20 minutes.

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Dearg Doom @deargdoom.bsky.social · 30/09/2026

Everplay #EVPL Share Price 423.5p (pre-open) Today’s RNS confirms the gaming boom is real: Wardogs ~3m copies in Early Access, Vietnam >1m Market already knew! Question is whether exceptional launch sales become a higher, durable earnings base I'm Watching, Not Chasing!

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Dearg Doom @deargdoom.bsky.social · 29/09/2026

Fair Isacc $FICO Share Price $615 (-27%) The moat was presumed permanent. It ain't! Bill Pulte FHFA director, has been unusually aggressive and influential in changing the GSE credit-scoring framework. $FICO always seem too expensive foe me as a lazy compouder Now, fairly valued or a value trap?

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Dearg Doom @deargdoom.bsky.social · 29/09/2026

Beximco Pharma #BXP Share Price: 54.3p, -5.6% Interesting! Shares falling but today’s Bangladesh news looks positive. Hmm.. BSEC approves the reconstituted board, with Salman F Rahman excluded and 4 independent directors. An odd reaction. I’m topping up! A Core Share Holding.

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Dearg Doom @deargdoom.bsky.social · 29/09/2026

Card Factory #CARD Share Price 75p(+3.3%)) Is £40m-ish FCF genuinely sustainable? If yes, cheap valuation potentially does a lot of the work. Vistry #VTY Share Price 271p (-5.5%) Can mgmt first repair the business sufficiently to generate meaningful FCF? That's much harder! No current position

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Dearg Doom @deargdoom.bsky.social · 29/09/2026

Made Tech #MTEC Share Price 49.6p Public-sector tech/AI looks an interesting sector to be in, with contracts and backlog improving. I like the direction of travel, but SP have already run hard higher in the last month. Taking a small position to whet my appetite and see how the story develops.

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Dearg Doom @deargdoom.bsky.social · 29/09/2026

Mortgage Advice Bureau #MAB1 Share Price 362p Market asleep! I’m topping up an already large core holding. Sept 9th profit warning may prove the pivot. New first-time-buyer support could boost mortgage demand, housebuilding and MAB’s market. If purchases turn, earnings/rating could turn too!

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Dearg Doom @deargdoom.bsky.social · 28/09/2026

Toast $TOST Share Price $30.38 Added some more today. I just can't resist! Each extra slice is costing a little more, but I’m happy adding around here. Just worried the bread will run away with the jam!

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Dearg Doom @deargdoom.bsky.social · 28/09/2026

NU Holdings #NU Share Price: $12.25 (-10%) Took advantage of most of the 10% drop today to add to my holdings. Share price fall reflects early-stage discussions to buy Monzo, reportedly valuing it at £8–10bn. No formal bid or agreed deal. Looks very expensive in comparison, but NU can walk away.

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Dearg Doom @deargdoom.bsky.social · 28/09/2026

Funding Circle #FCH Share Price: 183.6p Bought Friday. After digging deeper over the weekend, my conviction increased and I added a lot more. H1 numbers are strong, but I'm increasingly interested in the operating leverage and cash generation. FCH looks an attractive medium-term holding.

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Dearg Doom @deargdoom.bsky.social · 28/09/2026

Labour’s “Your First Home” scheme may increase no. of people who can afford to buy a new-build, but that doesn’t necessarily mean anything like the same increase in houses actually being built. If supply is constrained, it could simply mean more buyers chasing the same homes. Just wondering...

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Dearg Doom @deargdoom.bsky.social · 28/09/2026

Breedon #BREE Share Price: 336p (+9%) Today's move caught my attention! I'm watching the volume closely — if the price rise is being confirmed by unusually strong trading, the picture could be changing. No RNSs. Sold a third just in case, but something might just be up! Hmm...

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Dearg Doom @deargdoom.bsky.social · 25/09/2026

Funding Circle #FCH Share Price 182.4p (at close) Initiated a core position • Near-term growth jump is a 1-off step change, settling into low double-digit annual compounding • Strong operating leverage: expanding margins with PBT outpacing revenue • Rising cash build & growing funding capacity

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Dearg Doom @deargdoom.bsky.social · 24/09/2026

Toast $TOST Share Price: ~$30 Buy the growth story! Locations +22% GPV +22% ARR +25% Recurring gross profit +28% The bigger opportunity: selling payments, fintech, payroll, ordering, marketing & AI to 180k locations More restaurants + products = years of compounding Worth buying on the dips.

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Dearg Doom @deargdoom.bsky.social · 24/09/2026

Big Tech #BIG Share Price 95.2p Secures a 2-year contract extension with New Zealand Departmento Corrections, extending its partnership through Aug 2029. Exact financial terms aren't disclosed. But, validates their core electronic monitoring platform. More new contracts needed. A Core Holding.

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Dearg Doom @deargdoom.bsky.social · 24/09/2026

On The Beach #OTB Share Price 163.2p (pre-open) Down from ~194p despite +17% bookings in the last 8 weeks and FY27 PBT guidance of £28–35m. Expected debt-free with ~£60m corporate cash. £67m returned to shareholders #OTB has been buying back its shares Starting a new position Bought on the open.

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Dearg Doom @deargdoom.bsky.social · 24/09/2026

Ashtead Tech #AT. Share Price 545p (+60%) Ember wouldn't bid 4 times, unless they truly wanted the asset. The Board rejected previous attempts, but is now opening due diligence at 615p. Brokers targeting 650p+. Ember may still need to sweeten the deal before Oct 21. What to do now? I own!

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Dearg Doom @deargdoom.bsky.social · 21/09/2026

Elixirr #ELIX Share Price 516p (-17%) H1 Fair reasons for a lower valuation. *Poor 5% organic growth. *Weak H1 free cash flow. *Peel Hunt broker sharp downgrade But a 25% rise in revenue, 29% EBITDA growth and 18% EPS growth remain. Sell-off looks overdone. A first time buy. Worth a trade!

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Dearg Doom @deargdoom.bsky.social · 21/09/2026

Craneware #CRW Share Price: 1,016p, -24% FY26 results confirmed July’s warning. The genuinely new punishment is weaker FY27 outlook + 340B/cyber uncertainty. Felt cheap enough to keep adding. Now, holding upped by 50%. Risk/Reward more attractive here. DYOR

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Dearg Doom @deargdoom.bsky.social · 21/09/2026

Craneware #CRW Share Price: 1,034p, -23% FY26 results confirmed July’s warning, but SP punished again. I’ve just increased my holding by 33% Strong recurring revenue, margins & cash conversion remain. 340B is the key growth catalyst. Blending averaging down! LOL

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Dearg Doom @deargdoom.bsky.social · 19/09/2026

CT Auto #CTA Share Price 22.5p A lot has gone wrong: Marelli, pricing, VAT, working capital, freight, Mexico ramp-up, debt & margins. A stock with growing pains. But, many problems may be linked & temporary. Doubled my small speculative position. Still a multi-quarter recovery not a quick trade.

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Dearg Doom @deargdoom.bsky.social · 18/09/2026

Softcat #SCT Share Price 1905p (-3.2%) A New Position Excellent business at a more reasonable price, with a transformational $1.05bn US acquisition of GDT & £350m placing — but higher execution risk. Buying Softcat today — but keeping firepower for a post-placing opportunity. Fairly Valued.

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Dearg Doom @deargdoom.bsky.social · 17/09/2026

The Beauty Tech Group #TBTG Share Price: 389p (+11%) New convert here! Bought a few after today’s strong results Yes, performance has been outstanding for years But the moat isn't as wide as I first thought, with some big competitors and plenty of cheaper alternatives Although, a growing market

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Dearg Doom @deargdoom.bsky.social · 17/09/2026

Just a few London listed shares with RNSs out this morning. Just over two hours to trade. Looking to buy one of today's bigger movers. Some discount before the close would be welcome.

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Dearg Doom @deargdoom.bsky.social · 15/09/2026

Beximco Pharma #BXP Share Price 60p Regulatory settlement talks offer a potential path forward as board changes remain under discussion with BSEC. Court challenges are ongoing and agreement is not yet final, potential restructuring could mark a positive step toward resolving governance deadlocks.

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Dearg Doom @deargdoom.bsky.social · 15/09/2026

Trustpilot #TRST Share Price 225p (-13%) Sell-off shows the double-edged sword of high growth ratings H1 core ops were strong (Rev +23% to $151.4m), but $6m in one-off items (Italian fine & US tax) swung net profit to a $1m loss. Investors press sell button Ist and asked questions later! Not4Me

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Dearg Doom @deargdoom.bsky.social · 15/09/2026

Alumasc #ALU: Share Price 245p (+3.1%) FY Results. Trades at an ~25% discount to UK peers at ~8.5x P/E following CEO governance noise. Balance sheet clean: Net debt ~0.5x EBITDA Operating margins resilient at ~9.3% Order book up +49% into FY27 Core operations sound. Content to Hold4Me.

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Dearg Doom @deargdoom.bsky.social · 15/09/2026

Eagle Eye #EYE Share Price 495p (pre-open) ARR +31% to £44.5m OEM already £2m ARR Targeting £100m revenue & >30% EBITDA Key risk: strong ARR growth fails to translate into the expected margin and FCF improvement Reckon 495p overvalued A BUY ON WEAKNESS: 400–425p interesting On my watchlist.

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Dearg Doom @deargdoom.bsky.social · 14/09/2026

Self Note: Given a tip on a 10/1 shot! Horse bolts out, leads for 5 furlongs, builds massive hope—then hits the wall and finishes dead last. Often, stock market tips work the same way. An early price surge creates the illusion of a winner, right before the hype empties to what feels like zero!

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Dearg Doom @deargdoom.bsky.social · 14/09/2026

Cerillion #CER Share Price 740p (-16%) 📉 Down again! Market realizes the problem isn't just this year's shortfall, but the structural de-rating for next Analysts lower FY26 & FY27 baselines as valuation multiples collapse and the "steady growth" story breaks Fairly valued. Worth a punt here.

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Dearg Doom @deargdoom.bsky.social · 14/09/2026

Big Technologies #BIG Share Price 97.8p (pre-open) H1 + Litigation Update Slow-to-moderate growth, but strong profit and good free cash-flow conversion. H1 EBITDA +14%, margin up from 50% to 53%. Key question is whether growth can accelerate. I own. I'm moe positive today.

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Dearg Doom @deargdoom.bsky.social · 11/09/2026

UBER $UBER Share Price $71.30 Why is Uber falling when the business is performing so well? The market fears Waymo/Tesla and autonomous driving. Fair concern, but CEO just bought $10m at $70.96. I’m taking a starter position for a 3-month trade. Risk/reward looks attractive.

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Dearg Doom @deargdoom.bsky.social · 11/09/2026

Trainline #TRN Share Price 190p (pre-open) Is the current price sufficiently discounting the UK problems while giving us the opportunity to benefit if international normalises and margins improve?” International Consumer is expected to break even this year. A Hold.

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Dearg Doom @deargdoom.bsky.social · 10/09/2026

Eleco #ELCO Share Price 229p (+70%) Misleading headline figure! 🚨 While Accel-KKR claims 45.2% support for its 235p offer for #ELCO, hard director undertakings are only ~1-2% The rest are soft institutional commitments, which lapse if a higher bid emerges Profit-take or Hold? Do Both!

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Dearg Doom @deargdoom.bsky.social · 10/09/2026

Self Note: Both profits and revenue maybe up, and yet shares can keep sliding? 📈📉 Yes, earnings show where a company has been, but rising bond yields mean investors can get better returns on safe deposits. The price-to-earnings ratio then shrinks as the market demands a better deal in equities.

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Dearg Doom @deargdoom.bsky.social · 10/09/2026

Eleco #ELCO Share Price: 134.5p (pre-bid) Accel-KKR has agreed a recommended cash offer of 235p per share, valuing Eleco at c.£196m — a ~74% premium A strong validation of its recurring-revenue software model, but also highlights how cheaply AIM valued the business. SP opened up 70% Yippee I own!

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Dearg Doom @deargdoom.bsky.social · 10/09/2026

Boohoo $DEBS Share Price 21.25p (pre-open) Sells Sheffield DC automation & reassigns lease to Primark for £90m cash. • Net debt down to negligible • ≥£10m annual interest + £4m lease savings Caveat: 3PL costs need checking! Expected news. A lot of which already in SP. SP jump will fade later

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