MG - investor (@mginvestor) 's Twitter Profile
MG - investor

@mginvestor

Concentrated Investor in UK markets.

Looking for management who under-promise and over-deliver.

DM to discuss shares. Family office

ID: 66668567

calendar_today18-08-2009 12:31:58

9,9K Tweet

4,4K Followers

420 Following

W13Ken (@w13ken) 's Twitter Profile Photo

MG - investor #ELIX Investors' Chronicle has given the thumbs up. "On 15.8 times forward earnings, Elixirr trades at a double-digit discount to its much larger rival Accenture (US:ACN). Buy." investorschronicle.co.uk/content/2e6dfd…

MG - investor (@mginvestor) 's Twitter Profile Photo

Diaceutics HY25 in line with expectations as it is 40:60 split. Promises to reach breakeven at PBT level for FY. They have always delivered what they promised so I have confidence they'll continue. #DXRX Broker had an interesting tidbit: "Diaceutics' customer base remains

Diaceutics HY25 in line with expectations as it is 40:60 split. Promises to reach breakeven at PBT level for FY. They have always delivered what they promised so I have confidence they'll continue. #DXRX 

Broker had an interesting tidbit:
"Diaceutics' customer base remains
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Made Tech FY25 results showing solid progress #MTEC: Outlook: Very happy with that. I expect upgrades as year progresses. If you look at #MTEC recent history they have won very large contracts & I see no reason for this not to continue. Bowly chart for those who get excited by

Made Tech FY25 results showing solid progress #MTEC:
Outlook: 

Very happy with that. I expect upgrades as year progresses. If you look at #MTEC recent history they have won very large contracts & I see no reason for this not to continue.

Bowly chart for those who get excited by
MG - investor (@mginvestor) 's Twitter Profile Photo

Redcentric FY25 results are ok BUT it's the imminent disposal of the DC business which got me interested as a SOTP play: So #RCN is currently valued at ~£250m EV & the DC business should fetch ~£116m-£144m. The bulk of that I expect to be returned to shareholders, reduction in

Redcentric FY25 results are ok BUT it's the imminent disposal of the DC business which got me interested as a SOTP play:

So #RCN is currently valued at ~£250m EV & the DC business should fetch ~£116m-£144m. The bulk of that I expect to be returned to shareholders, reduction in
MG - investor (@mginvestor) 's Twitter Profile Photo

So fellow Brits how did you end up with a mandatory ID card? All the finger pointing at everyone except those who were controlling the narrative. Ready for a rant? Create chaos first. People begin to feel unsafe, insecure, unstable. They grow hopeless, despondent and fed up.

MG - investor (@mginvestor) 's Twitter Profile Photo

#BOKU interims continue to show very strong organic growth: and the outlook confirms that this is to continue: Share price near ATH's. No other comment from me really. I hold.

#BOKU interims continue to show very strong organic growth:

and the outlook confirms that this is to continue:

Share price near ATH's. No other comment from me really.

I hold.
MG - investor (@mginvestor) 's Twitter Profile Photo

#NIOX interims once again show solid organic growth. Simple businesses are always the best ones: Outlook is sparkling too: Although I think they will beat current forecasts very comfortably. I feel like I'm repeating myself here #BOKU I hold.

#NIOX interims once again show solid organic growth. Simple businesses are always the best ones:

Outlook is sparkling too:

Although I think they will beat current forecasts very comfortably. I feel like I'm repeating myself here #BOKU

I hold.
MG - investor (@mginvestor) 's Twitter Profile Photo

#RWS CFO is to leave end of this year. In fairness she had a tough time. CEO actually started this year. I think this is a good move. But let's see who we get. I hold

MG - investor (@mginvestor) 's Twitter Profile Photo

It's the risk you don't see that should worry you courtesy of Graham Neary from Stockopedia I agree - All it will take is any one of the MAG7 not performing. Everything has a price. Are the MAG7 priced right?

It's the risk you don't see that should worry you

courtesy of <a href="/GrahamNeary/">Graham Neary</a> from <a href="/Stockopedia/">Stockopedia</a> 

I agree - All it will take is any one of the MAG7 not performing.

Everything has a price. Are the MAG7 priced right?