États-Unis : après Capgemini, les groupes français Thalès et Parrot sont accusés de fournir des services à ICE

➡️ https://l.humanite.fr/w7L

Mineurs isolés : à Paris, Boubacar et ses amis ont « peur de mourir de froid »

➡️ https://l.humanite.fr/W7l

A poor month -2.2% and now YTD +22.6%

Biggest Winners
#IGP +34.7%
#BKS +21%
#FTC +20%
JNEO +14.8%
#ALU +13%
#RR +10.8%
#KLR +10.7%
#CFSF -9.5%

Largest Losers
#NVDA -7.1%
#W7L -6.6%
#CPI -6.1%

As #W7L #Warpaint is by far my largest holding it dragged my performance down.

Slightly down in Nov: ISA +39.6% ytd (Oct +40.8%)
✅ #W7L & #ALU
❌ #KLR's Q3 TU ok but more downbeat than previous updates
💰 Topped up: #ALU #W7L
💰 Rebought: #COST

Although Q4 has been flat I'm very happy to coast in at this level, ytds:
Q1: +13.2%
Q2: +26.1%
Q3: +40.1%
Q4 so far: +39.6%

#W7L buying #BAR for £13m, which has £7m of net cash, W7L says it has £5m of cash yet needs to raise £15m to replace the directors Interim loans being used to fund the purchase. 🤔🙄

Stocks:

Activeops #AOM
Chrysalis #CHRY
Eneraqua #ENQ
Gaming Realms #GMR
Novo Nordisk $NVO
Rolls Royce #RR.
Volex #VLX
Volution #FAN
Warpaint #W7L

Speculative / Pre-Profit:
Avacta #AVCT
Belluscura #BELL
Gigacloud $GCT
Spectral AI $MDAI

Funds:
IIND, SMT, USSC, GGRG, UGRW

Non seulement le redoutable dragon de Komodo a des dents en forme de rasoir, mais en plus, il possède une couche de fer sur celles-ci !
👉 https://l.sciencesetavenir.fr/w7L

#W7L Shore Capital leave FY26 expectations unchanged given Barry M acquisition and will review after results in April. FY25 EPS lowered 14% to 17p.

Very happy to have made the move from X. Very happy to report my portfolio of 14 stocks are 28% up YTD 😁
#W7L,#TIME #RR.,#CMCX,#KIE,#LBG,#FCH,#GMS,#MEGP,#MSI,#TIME,#CARD,#PSN,#TCAP

My portfolio is up 0.9% this week & down 8.9% Cal YTD

14📈, 11📉 & 2 unchanged. Trades: N/A

Investors who ignored the #CCC.L Jan TU now react positively to the same news 2 months later. #W7L recovers poise. I liked the #NXQ.L mgmt update this week, while #PEB.L nears top-up territory

Good w/e all!🏃‍♂️

#W7L FY TU. Looks to be a miss expectations on Revenue and Adj. EBITDA. due to impacts from Bodycare, tariff uncertainty and consumer environment despite roll outs. Acquires Barry M for. £1.4m from the increased net cash balance. Expects to return to organic growth in FY26.

#W7L FY TS. Revenue and PBT expected well ahead of previous year - looks in line with consensus with revenue slightly below. Momentum continues into Jan 15% ahead of last year at improved margin. Continued growth expected.

I vaguely recall losing 6% of my PF value in a couple of days, so happy to finish Aug only -1.3%, leaving me +26.7% YTD

Add = #PGH Buys #ANP and #W7L

Bon weekend all.

#W7L - TU & Acquisition
➡️Offers 48p for #BAR.L shares, a 100% premium to closing SP y'day.
➡️A low risk way of bolstering #W7L.L's growth opportunities, with high quality health, beauty & personal care brands
➡️ #W7L.L expects FY results in line with expectations. US up 20%
➡️Good roll-out opps in 2025

Mostly it’s been the general misery over the #W7L performance this week.

A few things in my portfolio looking perky so far this year. #mpac #yu #mtl
Some like #w7l #qlt #gama #bmy are still very much basing.