Jet Fuel Hits $1,900/tonne, Prompting Airline Flight Cuts and Surcharges
Jet fuel surged to a record $1,900 per tonne, leading Ryanair to warn it may cancel up to 10% of its summer flights. Aurigny announced a £2 surcharge (≈$2.55) for passengers, underscoring pressure on European airline earnings.

Apax Partners pulled its £575 million takeover bid for FTSE 250 software firm Pinewood on February 16, citing challenging market conditions. The withdrawal triggered an immediate 31% drop in Pinewood’s share price, the steepest decline in weeks. Analysts view the move as a barometer of the broader slowdown in UK tech M&A activity. Pinewood now faces uncertainty over alternative financing or strategic options.
#ITRK bought Aerial PV Inspection GmbH which uses Drones to inspect Solar Panels. No financial details given. ShareScope showing fwd p/e 17.7 falling to 16.2 and fwd Divvy 3.6% rising to 4%; classy business and decent yield now. I don't...
#KLSO bought 130,000 shares in #CVSG at 1,387p average. ShareScope has CVSG on fwd p/e 15.7 falling to 14.5 and fwd Divvy 0.7% each of next 2 years. CMA investigation still dragging on. I hold #PETS
Leading European large‑cap equity funds rebalanced portfolios in December, increasing exposure to financial services, healthcare and, to a lesser extent, industrials. At the same time, allocations to basic materials, consumer defensive and technology stocks were trimmed. ASML emerged as the...
Executive Chairman (Investment Manager) at #CORD bought 530,000 shares at 103.12p each. ShareScope showing fwd Dividend Yield 3.9% and chart is in a nice Uptrend. I don't hold.
#DEBS to do a fundraise of around £35m at 20p a share. Reiterates it's previous financial guidance and expects a lot of cost to come out of the business. New focus on Cash Flow.
Vicat reported FY 2025 organic sales up 3.3% year‑on‑year, accelerated to 8.1% in Q4, while EBITDA rose 3.7% LFL to €771 million with a stable 20% margin. Net debt fell €85 million, bringing leverage to 1.49 times, and free cash flow remained strong at...
#SOM releasing FY Results on 10th March with Investor Meet presentation on the 17th March:
#GSK Exdensur (depemokimab) approved in EU for treating "severe asthma with type 2 inflammation and chronic rhinosinusitis with nasal polyps". Follows from the SWIFT and ANCHOR phase III trials.
Calnex (LSE: CLX) is re‑emerging after a turbulent 2023‑24 period, prompting the author to re‑enter at 46‑47p. The company has shed its reliance on Spirent, building a broader channel network and a strategic partnership with VIAVI to supply integrated test‑beds...
#CSN buying Scottish Widows Europe SA in Luxembourg for total cash €110m. Adds 46,000 in-force policies and €1.7bn Assets Under Administration. Enables CSN to enter Luxembourg market. ShareScope showing fwd Dividend Yield 7.2% rising to 7.5%; still tasty.
#APN "ahead of updated market consensus expectations". ShareScope showing fwd p/e 22.3 falling to 20.2 but that's before news today and 6% rise and there's Cash to strip out. More to come hopefully. :-)

Volkswagen announced a new restructuring plan aimed at cutting operating costs by 20% by 2028, building on a €10 bn savings target set three years ago. The initiative may involve plant closures and a further reduction of 35,000 jobs by 2030....
One of the under-reported stories in DM fiscal discourse is that for all the talk about how treasuries in the UK, US, France etc 'want' lower rates, they also want, and desperately, need high(er) inflation and the nominal tax revenue...

UK’s Reeves is set to get a boost from falling debt interest https://t.co/iirQy0fcBA via @PhilAldrick https://t.co/R8A0t6Sj29
European markets edged higher after the Munich Security Conference, but software giant Dassault Systèmes slumped 8% as lingering AI skepticism dampened investor sentiment. The conference underscored Europe’s push for greater defense spending and strategic autonomy, lifting defense‑related equities. Meanwhile, NatWest kicked...
Sorry, I forgot to add that I purchased more #GRI from the Cash received from #ESP Takeover and general Dividend payments being reinvested.
BOUGHT £3000 worth of #GRI Grainger at 192p for my Income Portfolio. Already held some and doubled the position. Play on population growth and lack of house building. ShareScope showing fwd Dividend Yield 4.6% rising to 4.9%.... DYOR
Henkel AG & Co. KGaA disclosed its weekly share‑buyback activity for 9‑13 February 2026, repurchasing 17,000 preferred shares and 18,000 ordinary shares on the XETR. The preferred‑share buyback cost €1.37 million at an average price of €80.56, while the ordinary‑share buyback cost €1.34 million...
Another light news day. #CREI done a useful acquisition of a Family Office portfolio. Apart from that not much going on (I don't hold CREI).
#BKS Update mixed really. Lots of positive stuff but Cash down and H1 Revenue light. The high p/e it used to sit on is 'normalising'. Lot to like but perhaps it can go lower. I don't hold.

Arqiva, the UK's sole national digital terrestrial TV and radio infrastructure provider, faces financial uncertainty as major shareholders reassess their stakes. Macquarie has divested its 26.5% holding, while Digital 9 Infrastructure (DGI9) is reviewing its 51.8% share and may write off...
#AIM All Share Doji Candle. Resistance 822, 837. Support 801, 775, 755. RSI 57 near Neutral. 13/21 day EMAs Bullish. Doji on Weekly. Top Bollinger Band 822. Midpoint Line 813. Bottom Band 804.
#FTSE250 needs Breakout 23585. Doji going sideways. Support 22816, 22226. RSI 62 not high. 13/21 day EMAs Bullish. Small Up Candle on Weekly and Sideways. Top Bollinger Band 23547. Midpoint Line 23330. Bottom Band 23118.

In this episode, the host revisits his deep‑dive analysis of Carl Zeiss Meditec, using the company’s Q1 FY2025/26 earnings call as a live case study to demonstrate how investment theses should evolve with new data. He critiques the common practice...
#FTSE100 doji Candle near ATH 10536. Support 10232, 10050. RSI 73.5 Overbought. Doji on Weekly. Top Bollinger Band 10480. Midpoint Line 10378. Bottom Band 10278.
#DAX doji Candle and Sideways. Resistance ATH 25508. Support 24272, 23924. On verge MACD Bull Cross. RSI 53 near Neutral. 13/21 day EMAs Bullish. Doji on Weekly and Sideways. Top Bollinger Band 25113. Midpoint Line 24800. Bottom Band 24500.

Employment in France’s automotive sector dropped from 425,500 in 2010 to 286,800 in 2023, a loss of nearly 139,000 jobs or 33 %. The decline was driven primarily by car manufacturers, which shed 46,000 positions, while parts suppliers lost 31.5 % of...

ECB President Christine Lagarde says creating incentives for investments in Europe is a better approach to prevent capital outflows to other regions than imposing taxes https://t.co/ULSkU54mw5 via @Rauwald @mcnienaber https://t.co/KxLtLZqWrp

The ECB will raise interest rates at least once this year, significantly boosting the euro against the dollar, according to Capital Group, the $3.3 trillion asset manager https://t.co/CFxgbQlz0Q via @Sujata_markets https://t.co/6EBSHD6SYI
Unilever reported fourth‑quarter underlying sales up 4.2% with volume rising 2.1%, and delivered a full‑year operating margin of 20%, outpacing forecasts. Power brands now account for 79% of sales, reflecting a strategic shift toward higher‑margin categories. The company’s focus on...

BOE on knife edge over interest rates awaits pivotal UK inflation data https://t.co/xROceOBQ9W via @PhilAldrick @CraigStirling https://t.co/H5s8yIIXBQ

ECB revamps euro liquidity offer to boost the common currency’s appeal https://t.co/w17qKKKWLo via @jrandow https://t.co/FlhSjhqFkD

Frosta released a preliminary earnings update showing a 12% drop in net income for 2025, but its core brands delivered robust growth—16% for the Frosta brand and 18% for ready‑made meals, outpacing market averages. The company kept its dividend at...
1/5 Reuters: "The EU's trade surplus kept shrinking, data showed on Friday, as tariffs weighed on exports to the U.S. and rising Chinese imports crowded out domestic production, highlighting existential threats to the bloc's economic model." https://t.co/91sJO2nGjP

BOE’s Pill says interest rates are ‘a little too low’ and should be held https://t.co/wMBsLKECUz via @irinaanghel12 https://t.co/axOKBgzYCV

Nuveen, a US investment firm, has launched a £9.9 bn hostile bid to acquire UK asset manager Schroders. Industry voices warn the deal could further shrink the already limited pool of listed assets on the London Stock Exchange. Critics argue the...

Germany weighs debt brake exemption to boost raw materials fund https://t.co/lsvcwd09Y5 via @mcnienaber @ocrook https://t.co/wmKMMM7Dgu

The Trump administration is working to narrow its broad tariffs on steel and aluminum products that companies find difficult to calculate and the EU wants reined in as part of its pending trade deal with the US https://t.co/638iBN7IU0 via @jendeben...

In this fast‑paced small‑cap episode, UK equity analyst Paul Scott and host discuss 16 AI‑adjacent stock ideas, ranging from UK fintechs like Moneysupermarket (MONY) and Craneware (CRW) to niche tech firms such as Seeing Machines (SEE) and hVivo (HVO). They...

ECB has yet to see full impact of euro appreciation, Kazaks says https://t.co/qqisWsfsJD via @aaroneglitis @Skolimowski https://t.co/TTDxRGmgMY

Ka-Boom💥💥 Dutch insurer NN group hikes the total 2025 dividend by 13% 🎉 Discl: long $NN.AS ChartPorn

In this masterclass, James Thorne of Columbia Threadneedle shares his market outlook, focusing on UK mid‑ and small‑cap equities and providing detailed analysis of 18 individual companies ranging from Auction Technology Group to LSL Property Services. He highlights the potential...
Another great chat with @MrMBrown as we chat about all things markets. Is AI diversification, helping to boost the FTSE100 and Nikkei 225 to ne... https://t.co/kxoCaB6IFb via @GoodMoneyGuide @pepperstone

Makhlouf says next ECB move could be interest-rate cut or hike https://t.co/A8bEIJQ2pB via @livfletcher_ https://t.co/Wq9tyTki8q