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StoneTheCrows6 (Stu)

@stonethecrows6.bsky.social
167 followers 75 following 621 posts

Mostly small and medium cap investor, Café owner and baker of good things. #Stockopedia NAPS based portfolio with a twist. Here to share ideas and inspiration in the UK market. Quite new to investing ( 5 years ) managed not to lose money so far.

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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 15/10/2026
😂
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 15/10/2026
I bought in to #TPX.L earlier in the year in a big gap at 28p. They then almost doubled and dropped back. I sold halfway on the downturn. It was a lesson in conviction, emotional control and perspective. The fundamental risk reward was amazing on such a low PE at the time of under 6. Live and learn😅
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 15/10/2026
I’m 20% cash at the moment but I feel I might soon go to 50% as I feel there are many converging risk factors imminent , not least shenanigans at the US midterms a distinct possibilityy
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 12/10/2026
Some company announcements for the week ahead. Good luck folks 🤞🏼😅 “Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.”
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 06/10/2026
That’s a massive drop!
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 06/10/2026
Sorry to hear youre leaving Henry. I have enjoyed your posts and insights . I wish you all the best, and peace and happiness in your life going forward 👍🏼
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 06/10/2026
#CMCX.L has seen massive director buying recently After falling on IGG’s profit warning. It’s gained 12% since that low last week when the bosses piled in. That bodes very well I think. I hold.
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 05/10/2026
I think I’m gonna delve 😌😀
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 05/10/2026
Wished I’d held on to my shares here 😅 a quality company and another great contract win !
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 05/10/2026
Har from a quick scan and a read through, it looks potentially interesting. The company has pivoted in its business model and speaks an appealing story regarding chips and satellites etc. Worthy of further research I think. Like you mention. Risk of dilution at any point !
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 05/10/2026
Some company announcements for the week ahead. Bracing for October blues 😅 good luck folks🤞🏼 ‘’Financial peace isn't the acquisition of stuff. It's learning to live on less than you make, so you can give money back and have money to invest. You can't win until you do this."— Dave Ramsey
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 04/10/2026
Gotta love AI for this type of thing 😄
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 04/10/2026
Cheers! Thats really useful . Slightly ashamed by lack of research here 😳Thanks Ken!
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 04/10/2026
I have a 10% portfolio holding myself.There’s been no big new significant contract announcements of new customers ,though confidence from their big existing one for 2nd generation parts. If a new customer came on board I’d be very happy. Concentrated risk a bit with one big client .Fingers 🤞🏼
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 02/10/2026
Anyone have an opinion on whether #CMCX will actually be adversely affected by the read across from today’s results from #IGG.L? I’ve just bought more on the 10% drop.
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 02/10/2026
Bought a position in #MAB1.L today. It’s still a good business and is now on forward PE of 6.4 and PEG of 0.4. Too cheap IMO.
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 29/09/2026
Met John Digweed on numerous occasions in Plymouth as my mate was the promoter of a massive house night in Plymouth warehouse in the early 90’s. Nice bloke . I wasn’t that in to their music at the time but appreciated what he and Sasha did. I was organising hard techno raves at that point 😅
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 29/09/2026
#MTEC.L These are particularly strong results here. I have not researched made tech enough to know , so not sure whether the share price is already baked in to these numbers. They are on my watch list . Very impressive !
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 28/09/2026
Some company announcements for the week ahead. Best of luck folks 🤘🏼😅☀️ "The most contrarian thing of all is not to oppose the crowd but to think for yourself." — Peter Thiel
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 24/09/2026
You can tell when a statement starts with ‘ since taking over as CEO’ , it ain’t gonna be pretty
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 22/09/2026
😂
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 21/09/2026
Some companies just are not that popular I’m discovering over the years. It seems folks can’t get excited about certain companies. I think business models that are more challenging to understand come under that umbrella. I’m a bit like that. I invest in an unrealised future scenario I can envisage.
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 21/09/2026
Well done Ken 👏🏼 . I would have done the same . So many good opportunities out there with better odds. Avoids potential pain or more losses .
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 21/09/2026
Great results here. I don’t hold now as they were a victim of the saas-mageddon earlier in the year. I ditched a basket of stocks there including #ELIX
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 21/09/2026
Some company announcements for the week ahead. Best of luck folks 🤞🏼😅 The biggest risk of all is not taking one." — Mellody Hobson
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 18/09/2026
I’ve had them a while now. It’s a very fast growing market but not sure of its ceiling
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 16/09/2026
A lot of folks bought in to #CTA for a potential recovery. Paul Scott declared a full position recently. A lot of folks will be hurting today me thinks
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 14/09/2026
It will recover i believe . At any point it could come Out with a major contract win and boost the price , however, we never really Know when the money from those wins will be realised . I don’t have the patience but this morning presented a good buying opportunity I think.. For patient souls 😅
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 14/09/2026
I haven’t had a chance to listen yet . I know Paul Scott’s invested. I’ve been buying in and out of CER since it was 260p during Covid . Made a bit and lots a bit. It’s a great growth business with a really popular product. Profits are never realised until projects complete which can be v lumpy.
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 14/09/2026
I recently bought back in to #CER thinking a second half weighting bounce. I’ll be selling this morning when I can. Quite disappointed on the whole though I do rate the company and product a lot. The business model in for share price growth is a nightmare to predict here . I’m out!
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 14/09/2026
#CER.L Revenue warning for FY due to -customer order delays -deferrals including software -expansion and upgrades. Reaffirms second half weighting and strong balance sheet, back order book and new customer pipeline. CER’s lumpy and unreliable income timing affects price volatility too much for me
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 14/09/2026
Some company announcements for the week ahead. Good luck folks 🤞🏼😅 ‘It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.’ –Robert Kiyosaki
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 09/09/2026
If there is a big drop today it could present a buying opportunity. I’ve always rated this company and believe when the stars align it could rerate a lot .. only for the Patient , Of which I am not 😅
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 09/09/2026
I don’t understand why companies decide to write like this . It always instills mistrust in investors. You’d think with AI now available, even the most untalented writer might cobble together something concise and coherent for something as important as a financial statement or report
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 08/09/2026
Blown the doors off come to mind. (I don’t hold, unfortunately)
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 07/09/2026
I’ll take a fresh look. Thanks 👍🏼
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 07/09/2026
#CNC.L and #IQE a stand out for me today. Thanks for your handy and concise morning report BB 👍🏼
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 07/09/2026
Some company announcements for the week ahead. Summer is over at last! 😅. Best of luck folks 🤞🏼 ‘’We practice the Taoist wei wu wei, the “doing not doing” as regards our portfolio, otherwise known as creative non action.’’ -Bill Miller
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 01/09/2026
Indeed! It’s just a bonus of good judgement occasionally.
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 01/09/2026
#DIA.L significantly ahead of its previous expectations. Not sure if this means compared to recently upgraded expectations or just or something different . Probably the former.
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 01/09/2026
Well done! 👏🏼 that’s fortunate 😁
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 31/08/2026
Some comapny announcements for the week ahead. Live long and prosper 🖖🏼 ‘’Don’t rely on market news flow to justify action. Trades should stand on their own merits.’’ -Jon Markman,
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 28/08/2026
Hard to trust them again after what happened in previous statements recently
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 28/08/2026
A lot hinging in Duvelco to deliver when up and running . Like you say, a lot to digest. The company is in a period of big change
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 27/08/2026
Thanks Steve for the reminder . Last time I transferred , it took six weeks where I could take no action on my holdings if need be, so that’s a bit scary. I do trade in and out a bit sometimes so maybe I could go back in to more cash for that. 👍🏼
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 27/08/2026
Unfortunately I don’t get that option on the app or on the web platform. Could it be that I might need to get level 2 dealer for that ? Can test that anyway. Thanks Mark for giving me hope there is a way through this ! I really don’t want to change broker right now as I’m almost fully invested 😅
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 26/08/2026
Just came across this - "On quote" (RFQ) orders for UK shares aren't available anymore in your stocks and shares ISA after the recent platform migration. But you can still place market and limit orders for UK shares, giving you access to more venues and market makers to find competitive prices.’’
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 26/08/2026
That’s good.. they only offer me limit orders . No price quotes at all.. maybe I’m missing something 🤔 this is what comes up when I try to buy something . Any tips Mark?
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 26/08/2026
Thanks Fellas. I’ll Take a look 😊
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StoneTheCrows6 (Stu) @stonethecrows6.bsky.social · 26/08/2026
It seems IG’s at quote price function has been removed and the only way now to buy and sell shares is by a limit order with no idea what you might pay or even if it will be filled. It says in the literature it still exists.It does not.Thinking of transferring ISA. Any asvice for comparable brokers?
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