PMH Capital
@CapitalPmh
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Investor & capital markets commentator. Please DYOR. Full disclosure available on https://t.co/3JUBBuJbNy. PMH Capital is a consultant for Vox Markets.
Birmingham UK
Joined October 2015
Where do investors see global GDP and interest rates heading next year (see below chart)? That said, these estimates are almost certainly going to be wrong, as there are plenty of upside opportunities and downside risks for equities in 2026. Possible positive economic events
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Astonishing. According to @BankofAmerica, 2025 saw another record year of outflows (-$605 billion) globally for active equity funds vs +$1.4 trillion of inflows to passive ETFs. Taking the total active equity outflows over the past decade upto $3.1 trillion vs passive equity
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#UKR Despite the UK's well known challenges, its important (especially at Xmas) to reflect how good life actually is in this country. Indeed in comparison these are the operating conditions that @Ukrproducts (a Ukrainian dairy foods and beverages producer) is presently enduring:
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Live today at 2pm (Wednesday 17th Dec) on @VOXmarkets in a Xmas special, I have the pleasure again of discussing all things smallcap with equity analyst & commentator Paul Scott. As usual we'll try to answer any of your investment questions too. Everyone is welcome.
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Apologies guys I forgot to include the YouTube link in yesterday's post. Voila https://t.co/RHNyUHnyVC
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Tomorrow morning (ie Tues 16th Dec) as a Special Xmas treat, accomplished UK fund manager @laurence_hulse of @Onward_Opps has kindly agreed again to discuss all things smallcap with me in a pre-recorded interview. In the event anyone would like to ask him a question wrt his
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Morning @wesstreeting , @RachelReevesMP and @Keir_Starmer . Apologies for bothering you, as I appreciate you're trying to modernise the NHS and make it far more efficient. That said, asking the public to pay the bill in terms of cancelled operations and longer waiting lists
bbc.co.uk
Documents seen by BBC show hospitals being ordered to slow down on activity to help balance the books.
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#CWR Looks as though Grizzly Research is up to no good again, after panning Trustpilot's business model last week. Today Grizzly published a new report arguing that @CeresPower has built its reputation on high-profile announcements and ambitious forecasts that have rarely been
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#IXI In this upbeat interview, CEO Bram Goorden /@BramGoorde41981 and CFO Grant Nash of @IXICOnews - an AI powered medical imaging analytics firm - take me through today’s strong & slightly better than expected FY’25 results, including: 00:00 What’s been driving the powerful
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Live tomorrow at 2pm Wednesday (10th Dec) on @VOXmarkets , I have the pleasure again of discussing all things smallcap with equity analyst & commentator Paul Scott. As usual we'll try to answer any of your investment questions too. Everyone is welcome. https://t.co/UHfjhe5gef
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#VLG The best things in life are worth waiting for. Indeed after a couple of years largely ignored by the market, shares in consumer healthcare products firm @venturelifegp have almost tripled from their Oct’23 lows of 23p. That said the stock at 61.5p is still offers
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#IXI Leading AI powered medical imaging analytics firm @IXICOnews certainly doesn’t do anything in half measures. Indeed today it released a ‘clean sweep’ across its FY25 results. Exceeding consensus forecasts on all major KPIs with turnover, EBITDA and net cash all coming in
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#TRST I appreciate this is a little obvious, but given yesterday's 'wooly' rebuttal (see below) by Trustpilot of Grizzly Research's accusations alongside the wall-to-wall media coverage of the story. Then I suspect TRST's paying clients and importantly the general public might
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There have been significant outflows (ie fund redemptions) from UK & overseas equities over the past two months - ie prior to last week's Budget. Clearly investors did a lot of tax planning ahead of Rachel Reeves' statement - eg withdrawing Sipp tax free lump sums, IHT wealth
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