A cold spell in Europe in March would definitely put the cat among the pigeons, but worth remembering that it takes a while for gas prices to feed through to consumer prices, so "flash in the pan" shift won't matter, much. 1/2

Topicus' organic growth rates for all quarters for which we have data. $TOI $TOI.V Do you anticipate a reversal anytime soon, do you expect the trend to come to a halt now, or are we going even lower? 😉
#CRW decent results and update. Launching $25m share Buyback. ShareScope showing fwd p/e 17 falling to 15.2 and fwd Divvy 2.1% rising to 2.2%; historically this seems a low rating. I don't hold.
#DATA results look OK and interesting bit about 80% of Analyst target for revenue already contracted. ShareScope has fwd p/e 11.6 falling to 9.1 and fwd Divvy 1.8% rising to 2%; I suspect it's been weak due to AI fears....
#TSTL HY Results read nicely and reiterate on target for FY. Net Cash £13.29m (up). US sales picking up but still relatively low. Happy holding :-)

Power lobby warns European Commission President Ursula von der Leyen not to tamper with the market https://t.co/3HD3TctdVK via @johnainger https://t.co/EUl5qc4dhI
Four companies in my UK dividend share portfolio issued results in February, including an 8% yielder and a high quality FTSE 100 stock. In my monthly update I share my views and explain why I've become more cautious about one...
We went back to basics on the latest DividendTalk by covering how to find solid dividend growth stocks in both the US and the Europe. Worth a listen if you're building your watchlist 🙌 Tune in here: 🔗 https://open.spotify.com/episode/30VKC7ETTzOBI65Lfl5dnD?si=OtYzweq5RrKPJUEyQi876A Feel...

Former VP at $LVMH on their competitive advantage "LVMH benefits from its level of diversification. They cover so much ground in their understanding of an ability to reach a consumer interested in luxury products from so many different angles."

This chart is a classic, but let’s move that "We Are Here" pin 📍 Where would you say we are in the cycle right now? The Early-Cycle easy gains are over, I think. It's time to focus on GARP (Growth at a...
#GHH interesting Update with signs of improvement. Net Debt down a little to £28m. ShareScope has fwd p/e 16.9 falling to 14.2 and fwd Divvy 1.8% each of next 2 years, BEFORE 5% jump today. Worth considering. I don't hold.
#BBOX decent statement. Not much Discount to NAV but ShareScope showing fwd Dividend Yield 4.7% rising to 5%; several growth drivers so definitely interesting. I don't hold.
#RAT results and forward statements read well. ShareScope has fwd p/e 13.6 falling to 11.8 and fwd Divvy 4.5% rising to 4.9% BEFORE 5% jump today. Nice Dividend and starting an additional Buyback. I don't hold.
EZ inflation still looks dovish to us for February, but upside surprises in France and Spain this morning doing doves no favours; the "in a good place" mantra to stay. Let's see what Germany's state CPIs throw at us in...

Trainline's CEO is jumping ship. Here's a snippet from what I wrote in my $TRN deep dive conclusion: "If Trainline were a founder-led business today, with a CEO who still owned a truly material personal stake and followed a long-term blueprint with...
Indra Sistemas still one of the better examples of a lot capital flowing into a relatively small market-cap sized EU defence theme
#WIL results read OK. Has debt now and acquisitions weakened margins. ShareScope has fwd p/e 11.1 falling to 9.3 and fwd Divvy 4.4% rising to 4.6%; attractive numbers. Chart weak and AI possible threat. I don't hold.
I keep looking at #TATE as something for my Income Portfolio but unfortunately it seems to have got itself in a bit of a rut of weak performance. ShareScope showing fwd Dividend Yield 5.1% rising to 5.2%; patience needed then.
#MTEC "ahead of recently upgraded expectations". Net Cash £11.9m (up). ShareScope has fwd p/e 17.4 falling to 13.7 but no Dividend. Mkt Cap £55m ish so quite small. Worth a look. I don't hold.

Bailey makes new FSB bid to kickstart cross-border payments work https://t.co/iC7ZiAlciT via @LauraNoonanX @Alemrome https://t.co/sSnw6BJ8QB
#DAX small Up Candle and Sideways. Resistance ATH 25508. Support 24793, 24266. RSI 56 bit off Neutral. 13/21 day EMAs Bullish. Top Bollinger Band 25345. Midpoint Line 25030. Bottom Band 24721.

International vs US stocks... fresh highs back to June 2023 on $VEU vs $SPY @stockcharts https://t.co/aAmaYUIj34
#ADVT "ahead of market consensus". 80% Recurring. £96m Cash. ShareScope has fwd p/e 14.7 falling to 14.2 but no Dividend, BEFORE 6% rise today. Strip out cash looks cheap. This is the Vin Murria vehicle. I don't hold.
#TRCS "in line with expectations". New contract win in US. Net Cash £25.8m (up). ShareScope showing fwd p/e 11.5 falling to 10.6 and fwd Divvy 0.8% rising to 0.9% BEFORE 10% jump today. Strip out cash, could be cheap. I...
#MEGP hit 7% after Auditors delay to Accounts. Notably reiterates Guidance and announces a Share Buyback for after the results. Possibly a coin-flip but might work out very nicely. I don't hold.

Christine Lagarde is expected to leave the ECB before her term ends, paving the way for Klaas Knot to succeed her as president, according to a Bloomberg survey of economists https://t.co/rjUbI1zZMG via @jrandow https://t.co/aOgFWMclPG

UK energy bills hit almost 2-year low amid green cost shakeup https://t.co/1c5Ujc3rWO via @EamonFarhat https://t.co/i1fmG0aib3

EU sees the US easing impact of metals tariffs in the coming weeks https://t.co/qG2gkI6D64 via @AlbertoNardelli @europressos https://t.co/QmBgb5eFOv
After the big drop today, ShareScope now showing fwd Dividend Yield 7.7% FALLING to 7.6% for #UTG

Norway central bank seen delaying the next rate cut to the 3rd quarter https://t.co/DQxoj354TR via @ottummelas https://t.co/jKYdw66YUF
#TPX raised Guidance and says has momentum. ShareScope showing fwd p/e 9.3 falling to 7.9; could be cheap still. I don't hold.
#BTG (used to be #BEG ) "in line with expectations". "Challenging" backdrop helping them. ShareScope has fwd p/e 10.8 falling to 10.2 with fwd Divvy 3.8% rising to 4%; lot to like. I don't hold.

European auto sales fall even as EV demand cushions the drop https://t.co/MRYjYElcs2 via @MonicaRaymunt https://t.co/fVEMCkDkcZ
#FTSE250 small Down Candle and Sideways. RSI 67.5 high but not Overbought. 13/21 day EMAs Bullish. Top Bollinger Band 23772. Midpoint Line 23510. Bottom Band 23246.
#DAX small Down Candle and Sideways. RSI 55.5 bit off Neutral. 13/21 day EMAs Bullish. Top Bollinger Band 25304. Midpoint Line 25000. Bottom Band 24688.
Stocks taking a hit today but things got very hot last week, so some Consolidation needed to calm things down a bit.
#MONY results look solid but obviously the Hefalump in the Room is treats from AI. ShareScope showing fwd p/e 8.6 falling to 8.1 and fwd Divvy 8.6% rising to 8.9% and remember there are Buybacks as well. Low rating but...
#KLSO increased stake in #WRKS - says very undervalued and mentions an EV/EBITDA multiple of 1.65x. I hold neither.
Rolls-Royce urges UK government to commit to subsidies for £3bn engine project via @FT https://t.co/LKMrDQaW6X
#AIM All Share Doji Candle. Resistance 822, 837. Support 796, 775. RSI 60 not high. 13/21 day EMAs Bullish but Lines converging. Doji on Weekly. Top Bollinger Band 818. Midpoint Line 812. Bottom Band 807.

Lagarde says US tariff moves risk upsetting equilibrium with the EU https://t.co/ode7ZBLduy via @weberalexander https://t.co/HemjTQHk5r
#FTSE100 doji Candle and Sideways. Resistance ATH 10746. Support 10253, 10050, 9819. RSI 82 crazy Overbought. Up Candle on Weekly. Weekly RSI 77 extremely Overbought; in last 40 years, the highest is RSI 80.
The latest LEI chartbook is up, and it's looking pretty good, if you believe this kind of indicator that is -> https://t.co/jA0iOD7MzE
This is utterly moronic on all levels. Have Dutch politicians overdosed on stupid pills? An ‘insane’ new wealth tax has global investors panicking https://t.co/VsB8fRFFkX
Joint Chairman and CEO at #VNET bought 40,000 shares at 69p each. I don't hold.
#AZN Calquence combined with Venetoclax approved in US for treating Adults with Chronic Lymphocytic Leukaemia in a particular form.

UK retail sales begin the year with the fastest growth in 20 months https://t.co/GPGNaZk4Oa via @irinaanghel12 https://t.co/kAm5UcAWvQ
Any European small/mid cap FMs catching the falling knife in Amadeus Fire? If Germany's labour market turns, it should have some legs, though perhaps its model is doomed?
Another great discussion with @MrMBrown where we look at more record highs for the FTSE100, against a backdrop of decent earnings, and the prospect of a March rate cut from the BOE https://t.co/1QJd0kOMS5 via @PepperstoneFX @GoodMoneyGuide
Plenty to talk about on today's podcast with @MrMBrown including Rolls-Royce, HSBC and Nvidia set to report as February draws to a close https://t.co/gqZEqamM2t