Gamwah
gamwah.bsky.social
Gamwah
@gamwah.bsky.social
Interested in investing and improving!
#IPF#ZTF#MTRO#MEGP#PAY#COST#GTLY#CPI#RFX#BMY#VOD#HOC#DGE
Reposted by Gamwah
Yesterdays Remembrance ride in Belgium was special. Visited the Brothers In Arms Memorial and found my mates Great Uncles grave at Lijssenthoek among 11,000. Needless to say but an emotional day and continuing reminder of sacrifices made by a generation.
May 11, 2026 at 5:16 AM
Reposted by Gamwah
We visited the war graves and memorial at Vimy Ridge with the kids, very moving experience. Should be a compulsory part of an education.
May 11, 2026 at 6:27 AM
Just bought #TEP - Looks cheap - falling knife or bargain 🫣 - Result’s 28th June hoping that while be catalyst for rise - Berenberg Bank reaffirms buy for TEP with target price of £26. Risky but hoping no surprises before results…
May 11, 2026 at 5:23 PM
Looking at #DOTD , #BME and #EXPN all near lows or at lows.
February 17, 2026 at 4:43 PM
Been looking at UK defence stocks with all that’s going on something I’ve overlooked - Thought would post from ChatGPT.

Moderate-high risk:
• QinetiQ
• Chemring
• Cohort

Very high risk / speculative:
• Defence Holdings (ALRT)
• Kromek
• Thruvision
• Westminster
• Petards / RC Fornax
February 10, 2026 at 8:47 AM
#RFX Good trading update today for Ramsdens - also adding stores - FY26 profits expected ahead of market expectations. High gold prices driving precious metals segment; profit before tax forecast >£21m vs £16.2m FY25.
February 10, 2026 at 8:42 AM
Sold #W7L - Will keep in WL as like the company!
February 9, 2026 at 10:53 AM
Bought #BMY - at 52 week low - AI mentioned and hopefully bounce from this level
February 4, 2026 at 2:14 PM
Bought more #W7L - Building slowly - #BMY - Trading ahead statement in October so looking at this one.
December 19, 2025 at 8:33 AM
Reposted by Gamwah
I’d drink to that !
December 12, 2025 at 7:07 PM
I see NT is in #DOTD been looking at this one at support and good growth albeit small!
December 12, 2025 at 2:34 PM
Reposted by Gamwah
Zoatfoams had a rocket behind it today! Well done for trusting yourself 👏🏼
August 5, 2025 at 5:08 PM
Wow walloped in #PAY and #PTAL sold both bad month at least #CPI is on the move!

Bought #TBTG and #W7L and long term #DGE for a long term view
December 12, 2025 at 2:23 PM
Capita and Zoetfoams reported today. I’ve been battling not to sell either and ignore the noise. Both up are up so would have been frustrated had I not trusted my research etc and followed the crowd for once 😀. #ZTF, #CPI
August 5, 2025 at 12:39 PM
Reposted by Gamwah
#CAV🆙 +11%✅ 12.5p✅
👍SOTP value being identified.
My Mini Boss👧will be happy😂

MT #MarkKleinmanSky
Revealed: S&W has made an unsolicited approach to buy the M&A advisory arm of #Cavendish, the London-listed investment bank, amid a dearth of capital markets activity news.sky.com/story/smith-...
June 24, 2025 at 10:29 AM
#MEGP up 8% on no news. Anyone know why?
June 18, 2025 at 10:57 AM
#STVG bought small starter amount been watching and seems to be moving now. Catalyst near lows due a bounce? Naked Trader has bought and been and Panmure note shows 2030 growth plans:

bit.ly/3Yt8ZLc
May 30, 2025 at 1:40 PM
#PAY - Paypoint - interesting spike in this one today.
May 28, 2025 at 11:04 AM
#KIE looking good at the moment - Looks good value Mcap - 741 - PBT - 127 - Net borrowing -117.

Hopefully July update will be a catalyst.
May 27, 2025 at 3:22 PM
#ztf - Up again ( 5%) Looking good here - finally back in profit and glad I held due to good fundamentals. Hopefully it can keep pushing from here!!
May 23, 2025 at 11:02 AM
Reposted by Gamwah
#COST AGM TU. Trading in line, expects to meet 4.5% operating margin with year end net cash of £180m still targeted. Bid activity still high with £4.5bn of forward work.
May 15, 2025 at 6:08 AM
Looking at #spsy off 52 weeks lows of 1.92 - anyone else in this?

Fcasts down for 2026 but net borrowing to increase and £25 PBT - £103 MCAP still looks good value
May 18, 2025 at 2:31 PM
#ztf bought a bit more on the potential Vietnam trade news - hoping to be the catalyst for a return to 3+.
May 13, 2025 at 12:45 PM
#kino sold out had small amount wish had bought more now!! #takeover
May 13, 2025 at 12:44 PM
Reposted by Gamwah
Good update from #PTAL today IMHO.

Excellent production numbers 23281 BOPD

Cashflow 48 million

Solid cash balance 113.6 million (exactly what’s needed in a low oil price environment)

Oil price is a concern but they are managing it by reducing OPEX and potentially deferring CAPEX
May 12, 2025 at 12:34 PM