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#FIPP has been a poor investment for me thus far, but the tide may now be turning. Exciting news from its CamGraphic holding having raised €25m. #FIPP shares trade at a 64% discount to NAV of 70p. The holdings in Alusid and Pulsiv also provide exciting potential alongside others

#TIME my latest piece, following a catch up with management. martinflitton1.wixsite.com/privatepunter/…

#CNC following on from some super results, I’ve caught up with management again for further insights. martinflitton1.wixsite.com/privatepunter/…

#YNGA following a wonderful walk around Chislehurst, now sampling a superb pint of Young’ special. Becoming more and more impressed with the company, who acquired my local in Histon, which appears to be going gangbusters!

#CYAN not one I hold as it’s track record has been far from consistent. Keep an eye as a Cambridge based business, but another classic case this morning of opening optimism flagging the inevitable “however”

#PEN following the full year results I’ve caught up with management to hear more on the transition. martinflitton1.wixsite.com/privatepunter/…

#SWG I recently caught up again with management at this cybersecurity player. martinflitton1.wixsite.com/privatepunter/…

Good to see the smaller/micro cap space I like perking up recently, particularly #SWG. Also, very nice to see my local #YNGN has Proper Job on hand this afternoon!

#RCFX I recently caught up with the CEO of this growth prospect in the defence sector. martinflitton1.wixsite.com/privatepunter/…

#AXS a very recent new buy for me in what is a serious disruptor. Increasingly recommended within the construction industry, the company looks like a growth opportunity. Hoping to set a call up with management in due course!

Don’t usually comment on football, but as a Spurs fan I thought I’d add my take. Despite lifting a welcome cup at long last, Ange had to go. The dreadful league showing and a distinct lack of tactical awareness was no platform to achieve anything next season. Frank is my choice.

Decided to ignore the weather forecast for Cambridge today. Bikes out and ventured to the Botanical Gardens. A jewel on the doorstep!

#RCFX very disappointing news this morning, but it looked clear that the forecast numbers were quite an ask. That said, it doesn’t make for a pleasant read today.

#AXS results as per previous upgrade and very much on course for significant growth. Importantly, plant volumes have scope for a doubling up without the need for significant capex. Speaking with the CEO this morning, so will add a write up on the back of that

#TIME a very welcome update and ahead of expectations with an impressive PBT of £7.9m representing a 34% increase on last year. Momentum looks set to continue, so hopefully the shares will continue northwards.

#AXS a recent buy for me and a catch up with the CEO. martinflitton1.wixsite.com/privatepunter/…

Sun setting, after a great day in San Sebastian

Wonderful evening in Santiago De Compostela, 10pm and just so!

#SWG a very positive TU this morning for what remains an undervalued play. Cybersecurity services not surprisingly in demand, which sees full year revenue and and adj EBITDA slightly ahead of expectations. Importantly, the outlook remains positive. Significant net cash a bonus.

Annual visit to the July Festival at Nmkt again and the hanging baskets look a treat. Hoping for one or two of my selections might make it into the winners enclosure!