PMH Capital (@capitalpmh) 's Twitter Profile
PMH Capital

@capitalpmh

Paul Hill: Investor, capital markets commentator & analyst. All views are my own. Please DYOR. Full disclosure available on pmhcapital.com

ID: 3954306015

linkhttps://www.pmhcapital.com calendar_today14-10-2015 08:49:47

10,10K Tweet

6,6K Takipçi

77 Takip Edilen

PMH Capital (@capitalpmh) 's Twitter Profile Photo

#IXI AI powered neuro degenerative imaging firm IXICO is on a roll. Indeed so far this year, its best-in-class technology has not only helped discover the world's first FDA approved treatment for Huntington’s disease (re uniQure), but also provided the gold standard

#IXI

AI powered neuro degenerative imaging firm <a href="/IXICOnews/">IXICO</a> is on a roll.

Indeed so far this year, its best-in-class technology has not only helped discover the world's first FDA approved treatment for Huntington’s disease (re uniQure), but also provided the gold standard
PMH Capital (@capitalpmh) 's Twitter Profile Photo

#PETS #CVSG #AOM #SPA #GETB #TRB #G4M #BOWL #MGNS #ABDP #SNX #SDG #YOU #GAMA #SOS #OXIG #MGAM #BYIT #OMG #HTG #POS #GMS #GMR #BYG #SAFE #GDWN #SFT In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 27

PMH Capital (@capitalpmh) 's Twitter Profile Photo

#IXI The most successful long term investors tend to be contrarian in nature. That is being prepared to go against the ‘herd’ and invest in businesses where the fundamentals are improving, but this has not yet been reflected in the stockprice Take AI powered neuro degenerative

#IXI 

The most successful long term investors tend to be contrarian in nature. That is being prepared to go against the ‘herd’ and invest in businesses where the fundamentals are improving, but this has not yet been reflected in the stockprice

Take AI powered neuro degenerative
PMH Capital (@capitalpmh) 's Twitter Profile Photo

#IXI In this fascinating interview, CEO Bram Goorden / Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through: 00:00 Today’s positive Sept FY’25 trading update alongside yesterday’s impressive contract wins. 06:64 FY’26 outlook &

PMH Capital (@capitalpmh) 's Twitter Profile Photo

By popular demand, I'm delighted again to be interviewing UK investor Richard Crow (alias Cockney Rebel ) at 9.30am Monday 20th Oct live on Vox Markets . As usual we'll try to answer any of your investment questions too. Everyone is welcome. “Cushty” youtube.com/watch?v=mCAXFh…

PMH Capital (@capitalpmh) 's Twitter Profile Photo

Interesting article in today's Financial Times Apparently "Ferrari has reduced the number of cars it sells in the UK to stem declining residual values, prompted by the departure of wealthy individuals after tax changes and the abolition of non-dom status. “Some people are getting out of

PMH Capital (@capitalpmh) 's Twitter Profile Photo

#TET Does anyone have any ideas for the fall in Treatt shares to 254p compared to the Board agreed bid of 290p from Natara? Has a big shareholder (eg Dohler 10%) decided to either block or vote the takeover down?

#TET 

Does anyone have any ideas for the fall in Treatt shares to 254p compared to the Board agreed bid of 290p from Natara?

Has a big shareholder (eg Dohler 10%) decided to either block or vote the takeover down?
PMH Capital (@capitalpmh) 's Twitter Profile Photo

#SUP Entrepreneurial CEO Sandy Chadha of Supreme PLC is on a mission to build the UK’s best FMCG product company. Sure there is still some way to go, yet equally turnover and adjusted PBT have doubled since floating back in Jan’21 driven by strong organic and acquisitive growth.

#SUP

Entrepreneurial CEO Sandy Chadha of <a href="/SupremePLC/">Supreme PLC</a> is on a mission to build the UK’s best FMCG product company. Sure there is still some way to go, yet equally turnover and adjusted PBT have doubled since floating back in Jan’21 driven by strong organic and acquisitive growth.
PMH Capital (@capitalpmh) 's Twitter Profile Photo

#SUP In this exciting interview, CEO Sandy Chadha of Supreme PLC takes me through the strategic logic underpinning today's "earnings enhancing" £20.1m acquisition of the UK & European assets of iconic weight management brand SlimFast, alongside last month's purchase of heritage

PMH Capital (@capitalpmh) 's Twitter Profile Photo

#FTC #CAR #CRL #BME #WRKS #AEP #SHOE #ECOB #DOCS #CML #GBG #JNEO #FCH #BOOM #ZTF #GDWN #VID #HSP In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel ) takes me through his view of the markets and latest thoughts on 18 stock ideas: 00:00 Equity

PMH Capital (@capitalpmh) 's Twitter Profile Photo

Live tomorrow at 2pm Wednesday (22nd Oct) on Vox Markets , I have the pleasure again of discussing all things smallcap with equity analyst & commentator Paul Scott. As usual we'll try to answer any of your investment questions too. Everyone is welcome. youtube.com/watch?v=jGA0gZ…

PMH Capital (@capitalpmh) 's Twitter Profile Photo

#CLBS #PAY #TET #MACF #SYS1 #XPP #GMS #SUP #TSTL #BME #HFD #ECOB #ITV #PTEC #CSC #HSW #BRCK #WJG #SFR #TIME In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas. Many apologies too about

PMH Capital (@capitalpmh) 's Twitter Profile Photo

According to the IIF's latest Global Debt Monitor report, the world's total debt mountain (ie government, corporate & consumer) hit a record high of $337.7 trillion (or 324% GDP) in Jun'25, due to a weaker dollar and a greater fiscal spending. China, France, the US, Germany,

According to the IIF's latest Global Debt Monitor report, the world's total debt mountain (ie government, corporate &amp; consumer) hit a record high of $337.7 trillion (or 324% GDP) in Jun'25, due to a weaker dollar and a greater fiscal spending.

China, France, the US, Germany,
PMH Capital (@capitalpmh) 's Twitter Profile Photo

#TET Looks like Lord John Lee decided to exit right (260p -230p range) on Treatt , rather than run the risk of Natara's agreed 290p/share bid being formally blocked by rival Dohler. "Natara hereby announces that it was informed by Lord Lee on 22 October 2025 that Lord Lee

#TET

Looks like Lord John Lee decided to exit right (260p -230p range) on <a href="/treattworld/">Treatt</a> , rather than run the risk of Natara's agreed 290p/share bid being formally blocked by rival Dohler.

"Natara hereby announces that it was informed by Lord Lee on 22 October 2025 that Lord Lee
PMH Capital (@capitalpmh) 's Twitter Profile Photo

How much is AI contributing to the US economy? Well in H1'25, GDP growth came in at +1.6% (or -0.5% Q1 vs +3.8% Q2). Here AI-related investments (see below) accounted for 1.4% in Q1'25 and 1.5% in Q2'25 according to Bank of America. Basically saying that excluding AI, US GDP

How much is AI contributing to the US economy?

Well in H1'25, GDP growth came in at +1.6% (or -0.5% Q1 vs +3.8% Q2). Here AI-related investments (see below) accounted for 1.4% in Q1'25  and 1.5% in Q2'25 according to Bank of America.

Basically saying that excluding AI, US GDP
PMH Capital (@capitalpmh) 's Twitter Profile Photo

Morning Rachel Reeves, Shabana Mahmood MP & Keir Starmer Here's another 'bread & butter' welfare saving tip for your 26th November Budget. "A House of Commons home affairs committee accused the Government on Monday of a “chaotic response” to the rise in small boat crossings,

PMH Capital (@capitalpmh) 's Twitter Profile Photo

Live tomorrow at 2pm Wednesday (29th Oct) on Vox Markets , I have the pleasure again of discussing all things smallcap with equity analyst & commentator Paul Scott. As usual we'll try to answer any of your investment questions too. Everyone is welcome. youtube.com/watch?v=Kjsd0C…