Hammer Cap @StocksAndMacro

No fin advice given. Pls DYOR. May trade stocks mentioned and/or have bias. Mostly share casual ideas. DM for key holds Joined April 2021

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Hammer Cap @StocksAndMacro

3 months ago

Sadly started reducing around this period. Exited far too early, failed to maximise on the opp. Even though share price had moved, the valuation hadn't moved that much in absolute terms as book value was accruing at quite rapid pace. And valuation was still v discounted vs peers

Hammer Cap @StocksAndMacro

a year ago

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Insider Ideas @InsiderIdeas

4 months ago

Focusrite Plc #TUNE / $TUNE.L New post in the usual place!

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Davey @TheRealDavey2

6 months ago

Don't worry guys we only have Trumps sectoral tariffs on chips, pharma, and copper to come, as well as retaliatory tariffs from the EU , and escalatory retaliatory tariffs on China. Not to mention possible EU tariffs on big tech services.

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Davey @TheRealDavey2

6 months ago

If countries want to make Tariffs deals with Trump they should offer to buy Treasuries at below market yields. Trump/Bessent want to refi US debt at lower rates.

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Hammer Cap @StocksAndMacro

6 months ago

Cant get $WISE.L cap markets day link to work ... vimeo.com/event/4991545 Anyone any advice? Finding same problem?

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Hammer Cap @StocksAndMacro

6 months ago

What was so bad about #ECOR Ecora results? Seems v attractively valued and on-trend (copper) to me...

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Insider Ideas @InsiderIdeas

6 months ago

$WEW.GR Q4 result this morning about as good as could have hoped. Outlook implies confidence in reaching circa EUR 50m of adjusted EBITDA in med term, versus an EV today 106m. Seems far too cheap Admittedly, they show some caution for 2025 topline, v wise to do so.

Insider Ideas @InsiderIdeas

6 months ago

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Insider Ideas @InsiderIdeas

6 months ago

$WEW.GR Westwing Group New post in the usual place

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Laurence Hulse @laurence_hulse

10 months ago

We are a £30m company for the first time. Big moment and sets us up for further growth in 2025. £15m this time last year. Endless thanks must go to our early shareholders. Ever Onwards. #ONWD

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Laurence Hulse @laurence_hulse

10 months ago

Updates from #SNX and #ANG this morning, both of which we covered last week on @VOXmarkets with @CapitalPmh

PMH Capital @CapitalPmh

10 months ago

Updates from #SNX and #ANG this morning, both of which we covered last week on @VOXmarkets with @CapitalPmh

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Hammer Cap @StocksAndMacro

10 months ago

londonstockexchange.com/news-article/C… This seems like a risky way to expand into the US!

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Hammer Cap @StocksAndMacro

10 months ago

I thoroughly recommend following Laurence's progress at #ONWD. You can start by watching this interview (from 2 Dec) on @VOXmarkets youtube.com/watch?v=l_oTne…

Laurence Hulse @laurence_hulse

10 months ago

I thoroughly recommend following Laurence's progress at #ONWD. You can start by watching this interview (from 2 Dec) on @VOXmarkets youtube.com/watch?v=l_oTne…

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Insider Ideas @InsiderIdeas

10 months ago

Supreme Plc ( $SUP.L / #SUP ) Exciting acquisition of Typhoo Tea out of administration for £10.2m, including £7.5m of stock youtube.com/watch?v=1hNKCv… Potential here for - The usual overhead efficiency playbook of Supreme - Cross sell existing Supreme products into additional…

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Insider Ideas @InsiderIdeas

10 months ago

Supreme Plc (#SUP / $SUP.L) Nice results today, with an upgrade to full year EBITDA guide, as we suggested @CapitalPmh / @VOXmarkets have done a helpful quick interview with Sandy and Suzanne youtube.com/watch?v=e7t4Rr… Next up is the longer session with @Maverick_Equity