johnm-aim.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

#AVAP More of my musings regarding Avation. Refinancing, US Listing, Warrants and what's going on with Norwegian? www.lemonfool.co.uk/viewtopic.ph...

submitted 2 days ago • 0 comments

#AVAP.L Latest Zeus interview with Jeff. Worth a listen www.research-tree.com/media/bonus-...

submitted 9 days ago • 1 comment

"Trump Says Canada, Mexico Tariffs to Take Effect, Adds New China Duty" (Bloomberg) "Additional 10% tariff on China to take effect next week" "Confusion about timing, scope of tariffs" US consumers: buy your tequila, your Canadian whisky and your everything this week? $DGE $HD

submitted 10 days ago • 1 comment

Takeaway from tweet below "When I’m looking for evidence that market participants are taking defensive positions, the ratio of Consumer Staples to the S&P 500 offers valuable insight. And right now, I am seeing some of that defensive rotation" x.com/granthawkrid...

submitted 11 days ago • 0 comments

#chg.l saw pull back to c372p after yesterday spike on news below. Thinking hopefully the 2nd offer will be higher than 390p. So maybe a short term trade idea.

submitted 12 days ago • 2 comments

Maybe wrong but decided to close my 2 US trades. Annoying means c10% loss but not sure about US tech at mo x.com/elerianm/sta...

submitted 12 days ago • 1 comment

#AVAP.L Half-yr Report good update Rev inc to $55.4m (23:$46.3m) EBITDA incr to $55.6m (23:$38.3m) demonstrate enhanced cash generation Op Profit $18.5m Cash to $125.6m & Net indebtedness reduced by $45.2m to $606.3m Net asset value per share now £2.94 www.voxmarkets.co.uk/rns/announce...

submitted 12 days ago • 0 comments

#XPS Canaccord sees EPS increase of 5-7% in short/medium term. Raises TP to 434p from 409p.

submitted 13 days ago • 0 comments

Anyone else looking at #HVO. At 52w lows due RFK Jr but thinking an opportunity. Attach a couple of interesting tweets below x.com/lilienfeld1/... x.com/hVIVO_UK/sta...

submitted 13 days ago • 0 comments

US stocks Puke After China Reports New Coronavirus 'With Pandemic Potential' Discovered??? x.com/zerohedge/st...

submitted 16 days ago • 0 comments

celh been a rollercoaster Bought in high 20s. Saw it hit 21 So taken nice profit selling at 33 Used funds to rebuy a few APPS on pullback. Their last earnings update was v well received. Thinking maybe due a bounce back x.com/JohnM_AIM/st...

submitted 16 days ago • 0 comments

Decided to close trade in fch - has been a rollercoaster as missed timed original buys. Bought aver c106 on initial dip Sold as stop loss triggered at 90p Rebought at c95p & sold at 110p. Used funds to buy some DDOG.

submitted 18 days ago • 0 comments

Decided to close ill timed trade in w7l for a c10% loss to free up funds. Topped up #yca as believe due a bounce on chart technicals & also base fundamentals. Topped up #MSI with all discussions on NATO spending.

submitted 19 days ago • 0 comments

A few ideas Recent buys due to pullback as think good value - W7l fch cmcx Clbs like growth story & pullback makes value position better Msi had a pullback if interested in defence Avap think cheap at c140. Good news today & more news on 25.2 Caml one day will move Axl think cheap at c21p

submitted 23 days ago • 1 comment

#Uranium #stocks being seen by investors as a safe haven to ride out #Trump's tariff war on #Canada 😊🇨🇦⚛️⛏️🛡️ as there is little alternative supply for the crucial fuel needed to secure operation of the US #Nuclear reactor fleet producing 20% of US electricity.⚡🇺🇸👇🤠🐂 #EnergySecurity

submitted 23 days ago • 3 comments

#avap.l Secures $85m expandable portfolio finance 🔥 -offers flex to add additional aircraft over time -interest coupon is substantially lower than market for unsecured bond financing -this facility has potential to improve Co cashflow by upto $400k pm

submitted 23 days ago • 0 comments

#caml.l #copper inparticular has been on a run & #caml not really moved as illustrated by @zanmantate tweet below. V nice div yield at current price Debt free & sitting on Cash at 31 Dec24 of $67.6m Generating free cashflows x.com/zanmantate/s...

submitted 24 days ago • 0 comments

#msi have I missed any news as see price drifting down. Is it as people think now not need spend money on defense if get peace in Ukraine & middle east??

submitted 24 days ago • 3 comments

#clbs Iike growth story & seems good value at current mcap Co heavy weight to H2 which came through in interims. But key is reiterated meet FY25 expectations Adj PBT $8.7m c£6.5m With Cash $34m c£27m Gross margin 48% Mcap £88m 88 - 27 / 6.5 = only 9.4 for growth tech co 🔥 x.com/InvestorMeet...

submitted 24 days ago • 1 comment

May need to add to #yca

submitted 24 days ago • 0 comments

#AVAP.L market cap at 140p is $116m which is almost equal to the value of the ATR purchase rights as at 30th June 2024 and then you have a fleet of 32 aircraft which is worth c170p/share using June 2024 figures. Bond refinance will create further value late this year/early next year.

submitted 26 days ago • 0 comments

Decided to sell #kist to bank nice profit & trimmed a bit of #frg.

submitted 25 days ago • 0 comments

#frg.l seems to be getting a bit love yesterday & again today. Only a small speculative position but think 2025 could be exciting. x.com/JohnM_AIM/st...

submitted 25 days ago • 0 comments

Sold pets banked small gain. Rebought axl in 19s as want some oil exposure & sure horizontal drilling campaign due this yr will deliver.

submitted 26 days ago • 0 comments

Added to Warpaint whilst the share price is licking it's wounds #W7L

submitted 27 days ago • 3 comments

#kist - rebought for a trade as see gas prices increasing x.com/JohnM_AIM/st...

submitted 34 days ago • 0 comments

#AVAP.L They have posted a new corporate presentation. This chart stands out. Note that Avation's B777-300ER is only 7 years old and will generate c$36m in lease payments until it becomes 10 years old. 40% increase YoY not yet reflected in NAV.

submitted 36 days ago • 1 comment

Buzzing - knew January had gone really well, now just checked numbers & up 6.6% :-) Ptal kist mag scz inparticular helping 🤞 things can continue in February :-) Have a good wend 🍻 🏉

submitted 36 days ago • 1 comment

Decided to sell $baba to bank profit as see pulling back on tariff news this evening. Trimmed $scz as was holding up with silver pullback to bank nice gains recently.

submitted 37 days ago • 0 comments

With Trump talk on oil decided to cut AXL for the moment to free up funds. Definitely on v shortlist. Topped up YCA & bought a starter position in CMCX at 220p think drop overdone.

submitted 40 days ago • 0 comments

#copper - my current choices are #aaz.l & #caml.l AI tools & data centres driving copper demand x.com/shareGBP/sta...

submitted 42 days ago • 0 comments

#PETS - been watching for a while & was reminded news due on 28th Jan Attached article worth a read Hopefully cautionary comments in interims have already been priced in. Seems good value when compare mcap to expected profits www.proactiveinvestors.co.uk/companies/ne...

submitted 44 days ago • 1 comment

Decided to do small top up on #CAML.L & #HOC.L this morning

submitted 44 days ago • 0 comments

Hoping for a better day on $baba with tariff messaging less strong on China x.com/JohnM_AIM/st...

submitted 44 days ago • 0 comments

Commodities looking happier today :-)

submitted 44 days ago • 0 comments