After a lifetime in value, it's quite a shock to listen to the results webinar of a growth stock $QOR I hold where every metric is positive. I could get used to this.

I hope that Trump is losing money on his shares like the rest of us !

Mach 7 Technologies $M7T is shaping up nicely to prove my theory that most small cap buy backs are a waste of time and money.

Opthea spent $200m last year - surely there's someone there who can work out Phase 3 results in less than a week ? $OPT

Gravitating from micro caps to small caps has helped my portfolio a lot in recent times. Only took me 30 years to implement the change. In an ideal world it would have been an organic process !

British historian Max Hasting's view on the practicality of the UK and France calling up military reserves : " Generation Z gets anxious about going to an office, never mind a battlefield."

Nuix $NXL gets in with the first geopolitical downgrade of the week.

I'm taking an optimistic view : Markets hate uncertainty, but what's the uncertainty ? Everyone knows that we're fucked.

Relief or conviction rally ? I've sold into it, how about others ?

I listened to the Qoria Q3 webinar today. Impressive. Surely a stand out for a private equity takeover ? Last year the company rejected a 40 cents proposal from K1. Since then it's delivered on all its metrics. $QOR

The danger with micro caps is that management have an even bigger confirmation bias than I do. New strategy - less engagement and moving higher up the market cap range. So far so good.

I aways thought that fair value accounting for litigation funding was a bit dubious, but in fairness to Omni Bridgeway $OBL they keep hitting those numbers. High class company, given a new lease of life now it's debt free.

Every dog has its day. Articore maintains guidance (miracle) and is in play. $ATG

It cuts both ways. The instos weren't complaining when he got gamed by the market in 2022 and gave them a three bagger. $CTT afr.com//rear-window/t…

If there's a stock with better growth metrics than Qoria $QOR I'd love to hear about it.

Mach 7 Technologies $M7T, a poor man's Pro Medicus is interesting. Growing, plenty of cash, and the new CEO will be making her first appearance at the Q4 webinar tomorrow.

Fair play to Norwood Systems $NOR. It's been a utility bill away from going under ever since I can remember, but somehow it keeps going. Now on the 11th deed of variation of its loan facility.

Articore $ATG has been written off but there's a real turnaround taking place. Shareholder pressure on top, so a nice set up I think.

No change to the board of directors at Articore $ATG. Cost the company $50k in EGM costs but added 40% or $30 mil to the market cap. Trading improving, possible change of control or divestment - looks good.

I'll say one thing for $EML - the chairman's report is a masterclass in management BS - "operational rythmn... points of friction... single point sensitivity" being the highlights.