@conkers3.bsky.social

@conkers3.bsky.social

Founder & co-Host of the FREE educational investing podcast: The #TwinPetesInvesting podcast https://open.spotify.com/show/2G8k3SUL72PyvO2xfSuz5j?si=a7392eed60884912

I am mainly here for investment/ shares trading & stock market chat , plus some laughs.

@conkers3.bsky.social

#BP 🆙+1.3%✅ £5.959✅
✅ $BP Gas & trading performance projected 2b "SIGNIFICANTY HIGHER" than Q2
✅Realised refining margins tracking strongly between $1.9B & $2.1B
✅Sees Q3 net debt at $13.5–14.5B Vs $22.3B in Q2.
❌Expects to book post-tax impairment charges between $3B & $4.5B for Q3
😊I hold BP👍

@conkers3.bsky.social

#BWY FY:
✅Revenue £3,162m Vs £2,782m
✅Profit £270.2m Vs £221m
✅U/L PBT +5.7% to £305.7m
✅Housing completions +10.8% to 9,695 homes
❌Expects market conditions to remain difficult due to higher mortgage rates & affordability pressures demand.
✅£150 million share buyback

@conkers3.bsky.social

✅ IonQ Inc announced it has agreed to acquire Elisity Inc for up to $1.3 billion to accelerate zero trust for the quantum era ✅The acquisition brings together $IONQ’ post-quantum cryptography (PQC) & quantum key distribution (QKD) capabilities with Elisity' enterprise Zero Trust technology platform

@conkers3.bsky.social

#POLR
✅Polar Capital Holdings reported that its AuM stood at £43.7B as of 30/9/26, following net inflows of £1.2B during Q3, bringing the 6-month total to £3.6B.
❌Adverse market movements resulted in a decrease in AuM from £45B.
❌Accrued performance fees of £8.8m Vs £16.1m
🖼️@entrusttmf.bsky.social

@conkers3.bsky.social

#ABDN🆙 +1.2%✅£2.37✅ ✅Aberdeen Group #ABDN.L raises £436 million gross through the secondary placing of a 5.2% stake in Standard Life at £8.39 p/s. ✅The transaction price represents a 257.94% premium to the £2.344 initial purchase price. $ABDN 🧵 📸VIA @entrusttmf.bsky.social 👍

@conkers3.bsky.social

✅ #AVON Technologies FY26 trading update & strategy teach-in showcase strong momentum, with revenue growth of approx. 12.5%.
✅Adjusted operating profit margin COMFORTABLY AHEAD of the guided 14-16% range.
✅ $AVON now expects FY26 results to be AHEAD of market expectations

@conkers3.bsky.social

#LIKE Likewise Group acquire assets from Headlam #HEAD including 90k sq ft Distribution centre, certain trade & assets & intellectual property for £14.9m.
Will also sell HEAD's remaining inventory.

DEBTS!!🚨NB In 2021 $HEAD was valued @ >£750m Vs being in administration today🚨

@htviolaheir.bsky.socialReposted by @conkers3.bsky.social

Following a change in my personal circumstances, I am stepping away from investment-related media activity. That means that I will no longer be able to participate in the Twin Petes Investing podcast or to publish investing-related media activity.

@htviolaheir.bsky.socialReposted by @conkers3.bsky.social

I have loved being a part of the podcast and I am immensely grateful to my good friend and co-host @conkers3.bsky.social for the opportunity, and to you as our audience for your many years of support and encouragement. It has been a hugely rewarding experiemce and I will be forever grateful.

@htviolaheir.bsky.socialReposted by @conkers3.bsky.social

I am immensely proud of the work Peter and I have undertaken together and have high hopes that the podcast will continue to go from strength to strength in the years to come. Thank you for listening. I have loved every moment.

@conkers3.bsky.social

✅ #CKN CLARKSONS announced a strong trading update for August & September, driven by geopolitical complexity leading to increased commodity & freight market volatility, record freight rates & rising asset prices
✅Broking & Financial divisions have performed SIGNIFICANTLY ABOVE EXPECTATIONS

@conkers3.bsky.social

#KMR Kenmare Resources plc has received a non-binding cash offer proposal from International Resources Holdings RSC Ltd for its entire issued and to be issued share capital.

Discussions are ongoing, and there is no certainty that a firm offer will be made or on what terms.

@conkers3.bsky.social

Schneider Electric to acquire PTC $PTC for $23.7 Billion in Cash $PTC shareholders will receive $205 p/s in cash, representing a 42.3% premium over the stock’s last closing price.

@conkers3.bsky.social

#OXIG🆙 +2%✅£30.50✅ ✅Every new advanced TSMC facility relies on components whose manufacturing runs through OXIG machinery ✅ $OXIG' atomic scale processing & plasma etch/deposition tools are decisive for manufacturing specialised components used in advanced datacenters & AI chips. 😊I hold #OXIG.L 👍

@conkers3.bsky.social

#IQE🆙 +6%✅52.5p✅ $AVGO agrees to lend Anthropic up to $42B to lease its chips. The deal expands on their existing TPU capacity development alongside Alphabet 🤔Are these optical chips, that are heavily reliant on the exact compound semiconductor wafers that $IQE manufactures? 😊I hold #IQE.L 👍

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