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Henry Viola-Heir

@htviolaheir.bsky.social

459 Posts224 Follower184 Folgt
Henry Viola-Heir@htviolaheir.bsky.social · last mo.

Following a change in my personal circumstances, I am stepping away from investment-related media activity. That means that I will no longer be able to participate in the Twin Petes Investing podcast or to publish investing-related media activity.

Henry Viola-Heir@htviolaheir.bsky.social · 2mo ago

Judges Scientific (#JDG) H1 results are ugly. ❌️ Revenue -21% ❌️ Adjusted PBT -75% ❌️ Adjusted EPS -72% ❌️ Net debt higher And yet full-year guidance is unchanged. That makes the recovery in orders the most important number in today’s update.

Henry Viola-Heir@htviolaheir.bsky.social · 2mo ago

Central Asia Metal's (#CAML) Cygnus acquisition has cleared another hurdle. The issue now is what this makes the company: a dependable cash-generative miner acquiring a potentially valuable growth pipeline, but also accepting materially more development risk. I continue to hold.

Henry Viola-Heir@htviolaheir.bsky.social · 3mo ago

Central Asia Metals (#CAML) has published their interim results for the six months ended 30th June indicating: ✅ Revenue +46% to $145.5m ✅ EBITDA +89% to $75.5m ✅ Pre-tax profit +203% to $59.3m ✅ Adjusted free cash flow +189% to $46.8m I continue to hold.

Henry Viola-Heir@htviolaheir.bsky.social · 3mo ago

Encouraging results from NEW HOLDING Oberon Investments (#OBE) but profitability remains elusive. FY26 revenue +25% to £11.7m and FUMA has risen above £1.65bn but the EBITDA loss widened to £2.8m. Management is guiding for >£14m revenue in FY27.

@conkers3.bsky.social · 3mo ago

#XPP🆙 +5%✅£18.46✅ @htviolaheir.bsky.social & I discussed the potential of $XPP during the latest episode of the #TwinPetesInvesting podcast. ✅As $NVDA' Jensen Huang stated "The amount of energy we need for computing is probably 1000x what we currently have today!" bsky.app/profile/htvi...

Henry Viola-Heir@htviolaheir.bsky.social · 3mo ago

🌟 #TWINPETESINVESTING 185 now live 🌟 Tune in to hear @conkers3.bsky.social and I discuss the UK as more than just a "cheap market" with companies including #RR. #XPP #TRST #TPK #HILS #LLOY and more! Please remember to like, subscribe and comment 🙏 youtu.be/AJVq2um1ruo?...

Henry Viola-Heir@htviolaheir.bsky.social · 3mo ago

Secure Trust Bank (#STB) has published their H1 trading update indicating: ✅️ Adjusted pre-tax profit +9.4% to £31.3m ✅️ Adjusted EPS +12.7% to 126.4p ✅️ CET1 ratio +140bps to 14.3% I continue to hold.

Henry Viola-Heir@htviolaheir.bsky.social · 3mo ago

A reassuring update from Legal & General (#LGEN) indicating: ✅️ Core operating profit +7% to £918m ✅️ EPS +11% ✅️ Asset Management earnings +37% ✅️ Solvency II ratio steady at 201% I continue to hold.

Henry Viola-Heir@htviolaheir.bsky.social · 3mo ago

The first half of 2026 was less about finding new ideas and more about improving how I steward capital including exiting weakening convictions, increasing exposure to quality compounders, and refining my portfolio framework. capitalledger.co.uk/half-year-po...

Half-Year Portfolio Review 2026 | Capital Ledger

My 2026 half-year portfolio review; reallocating towards quality compounders, refining portfolio sleeves and holding more cash.

capitalledger.co.uk

Henry Viola-Heir@htviolaheir.bsky.social · 3mo ago

Journeo (#JNEO) has published their six month trading update indicating: ✅ Group revenue +53% to £37.6m ✅ Adjusted pre-tax profit +10% to £3m ❌ Cash balanced -30% to £12.6m ✅ Sales pipeline +250% to £200m I continue to hold.

Henry Viola-Heir@htviolaheir.bsky.social · 4mo ago

Mony Group (#MONY) has published a six month trading updating indicating reasonable revenue growth, offset by deteriorating acquisition economics. ✅ Revenue +1% to £227m ✅ Basic EPS +4% to 8.9p ❌ Net debt +73% to £32m ❌ Operating Cashflow -17% to £36m I continue to hold.

Henry Viola-Heir@htviolaheir.bsky.social · 4mo ago

A strong Q3 trading update from Diploma (#DPLM) indicating: ✅️ Organic growth accerelating to +15% ✅️ Operating margin +1.5% to 26.5% ✅️ Operating profit +42% ✅️ Further upgrades to FY guidance I continue to hold.

Henry Viola-Heir@htviolaheir.bsky.social · 4mo ago

Another placing and retail offer for Ensilica (#ENSI) who have raised approximately £14m from institional investors to fund a "substantial" forward pipeline of opportunities. Recently trimmed at 118p, considering adding a little more at the 91p offer price.