Patxi 🇺🇦 (@patcat68) 's Twitter Profile
Patxi 🇺🇦

@patcat68

It’s pronounced Patchy!
UK investor with 20+ experience. Chartered Engineer when not buying or selling.
Also [email protected]

ID: 233675028

calendar_today03-01-2011 21:00:39

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Patxi 🇺🇦 (@patcat68) 's Twitter Profile Photo

A positive week at +0.5% but below my b/mark, ytd ticks up to +9.3% Decent gains by #SUP and #GLC, no big falls and a lot of others with no significant moves. No divs from anything and Crypto Week has passed me by 🤷‍♂️ Wishing all friends and followers a splendid weekend 🍷

Patxi 🇺🇦 (@patcat68) 's Twitter Profile Photo

Pleased to report +1.3% wk, beating my b/mark #SBRY & #AAF lead the stocks and #HVPE my best IT. Some divs arrived and were tucked into #TFIF for now. Interesting to see the FTSE100 is just off ATH but FTSE250 is 10% below its Sept '21 peak I hope you all have excellent w/ends 🍻

Patxi 🇺🇦 (@patcat68) 's Twitter Profile Photo

Encourage your kids or take a look for yourself; good use of AI tools requires training. Luckily there is plenty to choose from: ChatGPT: academy.openai.com Claude: github.com/anthropics/pro… Gemini: support.google.com/a/users/answer… All 3 are excellent, but the principles apply to all

Patxi 🇺🇦 (@patcat68) 's Twitter Profile Photo

Not long now until the 2025 Investor Summit, and what an exciting range of topics and incredible line-up of speakers it is. I'm counting down the days.

Patxi 🇺🇦 (@patcat68) 's Twitter Profile Photo

Another positive wk, +0.4% despite general market sogginess; +11.3%ytd #GDWN saved the day following a solid RNS, +15% on week - my largest holding since 2018 #BATS also strong + sizeable divi rec'd. #AAF another big holding cracks £2 with more to go IMO Happy weekend all 🍷

Patxi 🇺🇦 (@patcat68) 's Twitter Profile Photo

Another good week, +2.4%😀 Good old #GDWN strong again as well as Smith & Neph #SN which I bought a lot of in 2023 and 2024 when nobody cared, up 15.9% A bumper divi from #LIO (now sold) and all ITs doing well Reply/DM if you are going to #investorsummit pls, maybe meet up? 🍻

Patxi 🇺🇦 (@patcat68) 's Twitter Profile Photo

A tiny gain this week, just 0.1%, but that is still a positive! Nothing >5% 📈, so I'll say what a great day I had at the The Investor Summit. I enjoyed the top notch speakers: Lord Lee, Alistair Unwin, Laura Foll, John Stepek, Stephen Yiu 🐳 & Charles Hall I'll be there next year!

Patxi 🇺🇦 (@patcat68) 's Twitter Profile Photo

No complaints about a +1.2% week, completed without drama (nothing up or down more than 4%) My YTD is currently +15.5% against my personal benchmark of +10% No buys or sells, but a few I am watching carefully 👀 No big plans for the weekend which is lovely! Have fun everyone 🍻

Patxi 🇺🇦 (@patcat68) 's Twitter Profile Photo

Eyes and hands off the market this week as I'm away on hols. +0.8% helped by ,Supermarkets #SBRY & #TSCO and Housebuilders #PSN & #TW. #GDWN within touch of a £ton OK, now back to the sandy beaches, posh people, fast cars and fine food & wine of Cap Ferret 🍷

Patxi 🇺🇦 (@patcat68) 's Twitter Profile Photo

Back from my holiday to a pf ATH, +1.1%wk, 16.3%ytd #GDWN, #HSBA & #BRWM all 😀 #SQZ, which I should have dumped a long time ago😠 Back to work on Monday with a few extra kgs due to lots of lovely French 🧀🥩&🍷that needs shifting 😢 Happy weekends all 🍻

Cut My Tax (@cutmytaxuk) 's Twitter Profile Photo

“The UK is at – or perhaps already beyond – the critical point” on the Laffer curve and further tax rises will be self-defeating, says Art Laffer. “Instead of raising revenue, increasing taxes drives away capital, discourages work and investment, and erodes the very base that

“The UK is at – or perhaps already beyond – the critical point” on the Laffer curve and further tax rises will be self-defeating, says Art Laffer.

“Instead of raising revenue, increasing taxes drives away capital, discourages work and investment, and erodes the very base that
Patxi 🇺🇦 (@patcat68) 's Twitter Profile Photo

Digital 9 RNS #DGI9 states current NAV is 32.7p (sp 8.9p) Let's dig into the highlights: Aqua Comms bought Apr 21 for £160m! EMIC-1 bought July 21 for £50m Sea Edge bought Dec 21 for £15m A fine example of shareholder value destruction. The board are inept & should be prosecuted

Digital 9 RNS #DGI9 states current NAV is 32.7p (sp 8.9p)
Let's dig into the highlights:
Aqua Comms bought Apr 21 for £160m!
EMIC-1 bought July 21 for £50m
Sea Edge bought Dec 21 for £15m
A fine example of shareholder value destruction. The board are inept & should be prosecuted
Patxi 🇺🇦 (@patcat68) 's Twitter Profile Photo

A good pf week, +3.9% assisted by a huge 27% gain at #GDWN and decent gains at #GCL, #SSLN & #CCC Large cap weakness noted at #SN., #ULVR & #HLN Goodwin AGM this week which sadly I can’t attend this year due to work commitments. Pity as I expect they’ll have posh biscuits out ☕️

Patxi 🇺🇦 (@patcat68) 's Twitter Profile Photo

Fever Tree #FEVR remains on my watchlist, but holders should note that Asahi manages all their distribution and delivery in Japan.

Fever Tree #FEVR remains on my watchlist, but holders should note that Asahi manages all their distribution and delivery in Japan.
Patxi 🇺🇦 (@patcat68) 's Twitter Profile Photo

Another +ve week, +3.5% - I am now comfortably beating my personal annual benchmark. 😀#SQZ, #GDWN, #GSK, #TW, #GCL Some big divis rec'd boosting cash pile I'm nervous tho, especially after listening to Merryn Somerset Webb - worth 40min of your time open.spotify.com/episode/7a0upS… Happy w/end all

Patxi 🇺🇦 (@patcat68) 's Twitter Profile Photo

I really enjoyed this commodities focused discussion, some great ideas to research. But Henry, you sent me checking a history book when you said Nixon ended the gold standard 75 years ago. It was Aug 1971, when gold was $35/oz

Rt. Hon. Alan B’Stard MP (@nowaywoke) 's Twitter Profile Photo

I remember doing quadratic equations for O level maths (no idea what they were for then, or now) Do they still teach this, while also letting kids finish school without knowing how to manage their finances?…

I remember doing quadratic equations for O level maths (no idea what they were for then, or now)

Do they still teach this, while also letting kids finish school without knowing how to manage their finances?…
Patxi 🇺🇦 (@patcat68) 's Twitter Profile Photo

I'm at AIC show today & the highlight so far was Nick Train's keynote speech. He knows it's not gone well, he made no excuses, he promised to try harder. Coming back from a #JDW lunch met him in the foyer and had a lovely 2 mins 1-1 with him. #FGT on my recovery watchlist.