BritishInvestor @BritishInvest

Investor | 3 Years buying stocks. Current portfolio: #GMS $JOBY #CMCX $AMD $SNAP $ZETA $SEZL $DUOL #SMSN #AJB $PGY $PATH $OUST $OKLO youtube.com/channel/UCxbVB… Joined April 2023

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BritishInvestor @BritishInvest

2 months ago

Current Portfolio 21/05/2026 $AMD #AJB #CMCX $DUOL #GMS $JOBY $OKLO $OUST $PGY #SMSN $SEZL $SNAP $PATH $ZETA

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BritishInvestor @BritishInvest

5 months ago

@sam_badawi There's enough of a possibility for me to want to be long $AMD

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BritishInvestor @BritishInvest

5 months ago

@wealthmatica Good question, maybe the market values SaaS at lower multiples going forwards but the prices will go up as growth continues to be delivered?

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BritishInvestor @BritishInvest

5 months ago

@TheLongInvest Another big reason has to be socialising, LLMs are great on your phone or PC but when it's in a humanoid robot and LLMs have a few more years to improve, surely its got to be insanely popular.

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BritishInvestor @BritishInvest

6 months ago

Current Portfolio 24/01/2026 #GMS $JOBY #CMCX $AMD $SNAP $ZETA $NVO $DUOL $DLO #ITH #HTG #MGNS $UBER

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BritishInvestor @BritishInvest

6 months ago

@StockSavvyShay I think it was overvalued before, but now it looks like there's too much fear. Duolingo is growing its users and subscribers really well, AI could even potentially be a tailwind for them. It's certainly going to be interesting to see what happens.

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BritishInvestor @BritishInvest

6 months ago

@alc2022 Isn't the problem that it was overpriced at it's IPO? I really like the growth and I like the price now.

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BritishInvestor @BritishInvest

6 months ago

@QualityInvest5 Yes, slightly. All the key metrics still growing well and I don't think it's going to get displaced. If it can keep up the same level of growth for the next few years, I think the share price will preform very well.

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BritishInvestor @BritishInvest

6 months ago

@QualityInvest5 Completely agree, sudden huge growth and profitability this year could really happen, I'm planning on buying, but only as a short-term play.

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BritishInvestor @BritishInvest

12 months ago

Current portfolio 23/07/2025 $GOOGL #BME #CMCX $DLO #GMS #ITH $JOBY #MGNS #HTG #SOS #XPF $TM $AMD

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BritishInvestor @BritishInvest

a year ago

Current Portfolio 01/06/2025 $GOOGL #BME #CMCX $DLO #GMS #ITH $JOBY #MGNS #NWOR #SOS #XPF

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BritishInvestor @BritishInvest

a year ago

@dividendology $JOBY

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BritishInvestor @BritishInvest

a year ago

Contract extension announced for two vessels at #GMS the backlog has increased to £431M, previously it was £373M on 21st Jan. The news continues to be positive coming out from GMS and all the while the strong free cash flows (roughly £70M) will be improving it's financial position. Gulf Marine services' Market Cap is roughly £190M. I'm really looking forward to their annual report, which presumably will be coming up in April.

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BritishInvestor @BritishInvest

a year ago

Current Portfolio 11/03/2025 #GMS #ITH #CMCX #BME $DLO #XPF $JOBY #NWOR #MGNS #SOS

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BritishInvestor @BritishInvest

a year ago

DLocal down 30% following the earnings results. I thought the results were alright really. There were problems in the H1 due to the exchange rates of several currencies, brining down the full year results, but H2 was much stronger and so it's setup for a strong FY2025 The TPV continues to increase significantly and so every year DLocal's pricing power will increase, but will also be able to offer lower rates as it will be spread across more payment volume and this will solidify their moat. The price had come up significantly since November so probably needed some pullback. They have no debt and they are already delivering decent cash flows, but they also have significant growth potential. I think it's surprising to see it trading low in comparison to some of the other stocks. $DLO

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BritishInvestor @BritishInvest

a year ago

@shiftingshares The US is a big exporter of LNG too and the demand for gas in the US could increase significantly due to AI data centres, causing the US to favour its own market. I think this is a huge threat to the UK's energy prices.

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BritishInvestor @BritishInvest

2 years ago

@InvestmentBites I'm considering buying Greggs too at these levels, looks like a good opportunity to buy into a great company.

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BritishInvestor @BritishInvest

2 years ago

B and M shares fell significantly following their trading update. The trading update wasn't that bad and with the shares already down over 30% over the last year it's surprising to see them go even lower. Next year is probably going to be a difficult year, but they have strong cash flows and I think they will do well going into the future. I would like to see them reduce the dividends and do some deleveraging. #BME

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BritishInvestor @BritishInvest

2 years ago

Gulf Marine Services have finalised their debt refinancing (below extract from interim results). $40m to be amortised yearly, free cash flow of $90m a year. With the market cap at $205m I hope they will be using the excess cash to launch a share buy back program come the summer; unless the share price changes significantly in the meantime. #GMS