Personal Group #PGH $PGH.L will be impacted by Homebase administration. However, numbers look insignificant. Only 1000 employees at risk. PGH’s “reach” across all its clients is more than 1.4m in 2023, so this is less than 0.1% impact. (I hold in the Boon Fund)

Any Character Group #CCT $CCT.L shareholders out there? The annual UK Dream Toys top list for Xmas has been announced: Disappointingly, only 1 toy out of the top 20 is from Character. This is the lowest compared to last 3yrs: 2023: 3 / top 20 2022: 2 / top 12 2021: 2 / top 12

If there is an outflow of money from Buy To Let properties, what will those former #BTL landlords do with that money? - Invest in REITs? - Just hold in savings accounts? - Invest overseas? - Invest in UK income shares? - Invest in other UK shares? Food for thought.

Begbies Traynor #BEG $BEG.L released a HY trading update today, re-iterating FY Apr25 expectations. Very pleasing +16% rev growth for HY to Oct24 There is one big thing holding back the valuation here. It could go from 9x to 12-14x PE if resolved. More: substack.com/profile/124654…

Mountview #MTVW $MTVW.L HY results out today. Interesting emphasis on Staff before Shareholders: “determined that we shall protect our staff from the worst economic misfortunes” “..difficult times, but I believe .. [we] can continue to care for its staff and its shareholders”

I have now sold out of my Eco Animal Health #EAH $EAH.L position. Taken a -28% loss here since buying in Mar24. Long note here on my reasons why: substack.com/profile/124654…

I recently looked at these three shares. All have quite bearish investor sentiment for a while - but is the tide about to turn? #INSE $INSE.L #AAF $AAF.L #TRC $TRC.L Link: boonfund.substack.com/p/shares-i-loo…

SOLD: On The Beach #OTB $OTB.L I’ve now sold my holding on Monday, as I’ve started working for them since Tuesday, which would have meant long trade blackout periods. It was a good 30% gain, having bought in at 126p in May23. Results out next week.

I wrote about Inspired $INSE.L #INSE last week in my weekly recap. Reading today’s Trading Update, I am puzzled by the shares up +19%. I thought it was pretty dire. The face value was positive, but reading between the lines... Read full note: substack.com/profile/124654…

Gem Diamonds #GEMD $GEMD.L missed the webinar, but I've dug into the new Life of Mine plan. There's good and bad news unfortunately, despite the big headline of massive decrease in future costs. My full take here: substack.com/profile/124654…

Nov was a great month at +3.2%, giving me double digits for the first time YTD (+11.2%). I talk about the following in my latest monthly report: #DLG #MTVW #CAV #LPA #EAH #OTB $DLG.L $MTVW.L $CAV.L $LPA.L $EAH.L $OTB.L boonfund.substack.com/p/nov-2024-por…

Bought back into Camellia #CAM $CAM.L after selling out in Jan24. It was a good call. Shares have done nothing in a year. But, now things are afoot. Big subsidiary now sold for $100m (market cap £139m). Trading way below conservative NTAV. My full note: substack.com/profile/124654…

My Q1 fund performance. Down -1% for YTD. Disappointing overall, not matching the FTSE All-Share, but beating the FTSE250 and AIM100 comfortably. My Buys & Sells this quarter inside as well! boonfund.substack.com/p/q1-2025-perf…

I recently bought James Cropper #CRPR as I think it is way too cheap given its solid TNAV, USA manufacturing, and a division that might be worth multiple the market cap. My full analysis: boonfund.substack.com/p/james-croppe…

My latest monthly performance post. boonfund.substack.com/p/april-2024-p… Including commentary on James Cropper, Sosandar, and Spectra Systems $CRPR $CRPR.L $SOS $SOS.L $SPSY $SPSY.L

This week, I looked at three interesting companies! Including one dumping inventory, a CEO sell that is a buy signal.... #VCT #BKS #TPT open.substack.com/pub/boonfund/p…

My latest weekly roundup of shares I looked at! Interestingly, there is a nuclear play, an EV play, and also a liquid asset play out of these three companies... #IOF #ART #SCE $IOF.L $ART.L $SCE.L #buzzwordbingo boonfund.substack.com/p/shares-i-loo…

After a new record in May for monthly gains, June was also very fruitful. My latest monthly report on performance, my reaction to news of portfolio companies, and general musings. boonfund.substack.com/p/june-2025-pe… Mentioned: #THG #TIME #RNK #MTVW #RWA $THG.L $TIME.L $RNK.L $MTVW.L $RWA.L

Profit warnings: are they possible to predict? I explore this topic with an example of a nasty -30% drop recently in Sosandar, to see if the warning signs were there. #SOS $SOS.L boonfund.substack.com/p/spotting-war…

An update as of 16:50hrs. The turnout for the 'Unite the Kingdom' protest was too big to fit into Whitehall. Protesters left the route onto Victoria Embankment and sought to access Whitehall from multiple directions as shown on the map below. When officers moved in to stop