Discover and read the best of Twitter Threads about #EKF

Most recents (3)

2021 PF Thread:

Nice to have a positive start, up 2.91% weekly/YTD. 16 up, 9 down

⭐️ #BRWM #IPX #MRCH #QTX #RCH #SPSY
🐶 None >5%

Exited #III for a 64% gain to buy two shiny new things (positions still under construction). I also top sliced some #RCH
RNS #IPX #RCH 👇
#IPX First quarter AuM up by 20% to £24bn. The shares are highly rated but the tailwind of ESG and scalability of their funds puts them in a sweet spot.

#RCH An ahead of expectations TU. Great news but it's a crowded trade and I top sliced around 20% of my holding
A weak Friday leaves the PF down 1.1% weekly and +1.77% YTD. 8 up, 15 down, 2 unch

⭐️ EKF, FNX
🐶 BRWM, FDM, GAW, JIM, RCH

Exit: QTX
New: CEY, FNX, UPGS
RNS: QTX, GAMA, GAW, EKF, AAZ, POLR - comments 👇
Read 58 tweets
GHF Portfolio 2020/21 squad
Pot 1. Covid beneficiaries &/ or lockdown resilience
#BOKU
#EKF
#GMR
#OMIP
#PLUS
#SPSY
#TPX
#WEY see thread for rationale...
I’ll post Pot 2. tomorrow & my first portfolio performance update for 2020 at end of week...after all, only 8mths gone!!!😳 Image
#BOKU Rationale:
(1) Strong H1 with TPV +35% (2) Largest DCB payments company & recent acquisition of Fortumo cements global leadership (3) Op gearing emerging (4) Identity side set to scale FY21 (5) New e-wallets provides access to 2bn potential customers with nil in forecasts👇🏻
#EKF Rationale:
(1) 4x “ahead” trading updates in FY20 (2) Strong B/S & cash generation (3) Excellent management (4) Primestore collection device in significant demand for COVID testing (5) Value of #RENX stake (5) Possibility of further upgrades in FY20
Read 32 tweets
2020 weekly close thread for PFAS.

Down 0.17% over the first two trading sessions. 11 up, 9 down, 5 unch...

No movements greater than 5%
Divis #ULS #RECI
Exit: #RRE (too crowded, no edge)
Slice: #AAZ (to 20% weight)

Now 8% cash which I plan to deploy next week

Good w/e all
PFAS down 0.44% weekly (-0.61% YTD). 12 up, 12 down, 2 unch
⭐️ #BVXP #SPSY
🐶 #ULS

New #CAML #IITU
Adds #HICL #TRIG #HFEL #HHI #RECI #PSN #IGG #GSK #KETL #VNET
Divis #GAW #GSK

Have a great w/e folks 🍻🥂⚽️
PFAS up 1.1% weekly (+0.48% YTD). 18 up, 7 down, 2 unch
⭐️ #BVXP #GAW #HICL #IPX #PAY #PSN
🐶 #SPSY #VNET

News #AAZ ✅ #CLIG ✅ #GAW ✅ #PSN ✅

Sold a slither of #GAW & #SPSY to fund an experimental position in #EMQQ

Have a great w/e folks 🍻🥂⚽️
Read 57 tweets

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