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ranmoorruffian.bsky.social
UK Based Full Time Small Cap Investor Relatively concentrated Top 10 circa 90% GDWN, MSI, GAW, ***, SYS1, RST, AVG, ULTP, ASY, JNEO (9th Mar 25) I'm also a keen cyclist, sports fan and 'indie' music lover.
82 posts 145 followers 47 following
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Posts 10 Comments 40

2024......

submitted 67 days ago • 5 comments

#GDWN.L - Ahead of my expectations with plenty of drivers for future growth. These numbers contain no material contribution (probably -ve one) from Duvelco or EASAT. Or from the 4 new US funded radiographic chambers due online late 2025. Extremely +ve narrative around Duvelco from a cautious Chair..

submitted 82 days ago • 1 comment

#AVG Hmmm 👀

submitted 90 days ago • 0 comments

#MSI Somewhat nuanced Interim results in the Defence division. Whilst only £35m of revenue booked, inventory build up, MB's comments and contract schedule point to around £50-£55m of 'work' being carried out in H1 which should provide a tailwind to H2 once product delivered. Nature of lumpy orders.

submitted 91 days ago • 1 comment

#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. 🤔🙄

submitted 94 days ago • 2 comments

Today’s poem is called ‘Love Excels’.

submitted 95 days ago • 33 comments

Down 16%!

submitted 96 days ago • 0 comments

#GAW Space Marine 2.....remarkable sales!

submitted 98 days ago • 0 comments

theconversation.com/five-reasons...

submitted 105 days ago • 0 comments

My friend @iandunt.bsky.social let me borrow his substack to write about the Trumpian Tariffs, their Brexit parallels, and what it all could mean for the UK and the world. Finally, a return on investment for my endless patience teaching him about comic books. iandunt.substack.com/p/guestpost-...

submitted 117 days ago • 21 comments