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At over 13%, NextEnergy Solar has the 2nd-highest yield in the FTSE 350. Its c35% discount is close to a 5-year high, yet asset sales have been at premiums to NAV. t.ly/inAPS #QuotedData #QD #NextEnergySolarFund #NESF #Research #Funds #RenewableEnergy

Good thread here 🧵

The most interesting part of new technology is realizing that no one has any idea what happens next.

#WIX Wickes trading update FY24 profit expected to be towards upper end of market forecast range....well positioned to outperform the market Revenue +1.8% Volume +2% TradePro membership+18% P/E 12 Yield 7% £150m cash on balance sheet [I hold]

#SaveThePCC Some of you may have read about the situation regarding our new landlord wishing to add a new redevelopment break clause, with only 6 months notice to our lease. For now, we're simply asking you all to share & sign the petition below; you.38degrees.org.uk/p/princecharle…

#LABS Life Science REIT announce their second new let in two weeks They're fairly small compared to other REITs, so this has the potential to make a big impact on their occupancy rate. 10 year lease provides good forward visibility of income [I hold]

Tokyo Marathon ✅

This is sure to be a great event. If you can make it along, do 👍

#AVON Avon Technologies PLC "Overall, additional demand will result in FY2025 revenue growth being higher than previously expected.....we expect better than originally guided operating profit margins in the current year" [I hold]

To illustrate just how nonsensically these tariffs were calculated, take the example of Lesotho, one of the poorest countries in Africa with just $2.4 billion in annual GDP, which is being struck with a 50% tariff rate under the Trump plan, the highest rate among all countries on

"Microbial contamination" definitely adds some additional risk to Fun Food Bingo

Kudos to Peter Higgins (conkers) and Sam Bell for pulling together such a strong lineup for the first Investor Summit event - work permitting I'll definitely be trying to make it along for this one. See some of you there for 🍻?

The 3 keys to wealth are: - Patience - Diversification - Being born in an era that aligns your first home purchase with the occasional window of cheap home prices or low interest rates.

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I've intentionally not tweeted performance yet this year*. With 2025 nearly 1/2 gone (I know), some housekeeping is overdue New pos: #WISE opened at 104p Top up: #URNG Uranium ETF / global tracker / gold ETFs *No point updating perf weekly/monthly if you're truly a LT investor

Curious if anyone is still holding #WHR Warehouse REIT? With the Blackstone takeover due at 109p "final quarter of 2025", and currently trading at 106.8 = 2.06% upside for several months wait. You can probably do better in a cash ISA these days. Any thoughts Henry Viola-Heir Aston Girl ?

I finally bought my ticket for the The Investor Summit! It's a great opportunity to catch up with friends, share a drink or two and listen to an 'A-List' lineup of speakers, all for a seriously good price Truly looking forward to seeing many of you there 🍻 👍 #nonsponsoredpost