glenthewheel Profile
glenthewheel

@upthetoffees

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Freelance Oracle ERP / Cloud consultant for 30 years, part time investor and Everton supporter (blame it on dad!). I build E-Bikes and fix cars for fun.

Joined June 2010
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@upthetoffees
glenthewheel
43 minutes
#KNOS over a year on and the SP has fallen 30% - shares mag is again suggesting better things for this digital transformer - and expertise in.infrastructure & PM skills needed to integrate AI solutions seamlessly into existing systems and workflows across diverse industries
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@upthetoffees
glenthewheel
6 hours
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@upthetoffees
glenthewheel
6 hours
didn't see that coming - Marshalls sold off on trading update - imagine if you'd followed the Times -18% could be a bargain - 3 day rule - or traders can apply today!
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@upthetoffees
glenthewheel
7 hours
MW Share ideas - Telegraph suggests #WIX beneficiary of DIY in the sun. Times goes with #MSLH - govs build homes policies pivot - good upside IMO. TIM likes #ONT - has shot higher on this idea. IC opts for #CBOX - speculative buy - forecast raised. SM likes #GNS - royalty model
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@upthetoffees
glenthewheel
7 days
MW Ideas - Times likes #PETS growth in pet ownership, hmm - not for me. #GEN - SM - says Upswing in house building - accumulate. #GMR per SM - new games - bigger revenues - The stock offers “exciting”.long-term potential. #JET per IC - too cheap valuation
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@upthetoffees
glenthewheel
10 days
This Professor shares a LIFE-CHANGING lesson for a STRESS-FREE life. 🤯🎓 via @YouTube.
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@upthetoffees
glenthewheel
14 days
Tele - #FEVR - a hold. TIM for #EEE - a punt at 25 now 27 - beer money Titanium bet. SM - growth in #TEP – get in before winter sign-ups. BTW - Robbie Burns offering email ideas if switching via NakedTrader platform. $PINS worth a look. SM likes $NIKE – patience! $NFLX - really?
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@upthetoffees
glenthewheel
18 days
MW Ideas -#BWAY a sell due to highr costs, rates, etc. TIM likes #PHP - me too - SM likes #ANP - upside +. Tele like #OSB - has upside target roughly + 10% better than other challenger banks. Pick of the bunch for me #CER - city also like with a +7% increase investment over 3mth
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@upthetoffees
glenthewheel
25 days
Moneyweek ideas - #MGNS - looks to have bolted - #KIE - looks better value ATM. WIZZ gets a sell - same old. #MKS liked by telegraph - has fallen a bit of late now 350's again. The times still reckons #FRES has more legs -- shame I sold way back. Tele like #LWDB - looks ok 2 me
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@upthetoffees
glenthewheel
1 month
Always worth catching up with the weekend Mav on geo trade ideas
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@upthetoffees
glenthewheel
1 month
Sit here if you can sing
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@upthetoffees
glenthewheel
1 month
Moneyweek ideas-Corcel tipped by TIM - prob. not to be bought in the midst of Iran bombing! M&G is on the move thanks to a Japan tie up with Dai-ichi Life - looks decent value to me. And one of mine - Barrick Mining ticker $GOLD gets the vote - SM watch out for geo agro - Mali!
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@upthetoffees
glenthewheel
2 months
MW roundup of ideas - #EZY too cheap -market missed its improving cash position - IC mag. Entain #ENT gets a good value rating by The Times - elsewhere - Persimmon #PSN gets a good rating from Telegraph both value and income - rated as a long term hold. I'd add #RIO undervalued
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@upthetoffees
glenthewheel
2 months
Moneyweek's share tip research ideas - my fave of the bunch is defence contractor RC Fornax (fighter jets and tank tech), InPost also worth a deeper look.
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@upthetoffees
glenthewheel
2 months
MW tips / research ideas - nothing notable that gets me excited. Trainline? I'm not so sure with regards to the future outlook, but still worth a bit of legwork - but check contactless plans ahead for TFL. InPost might be worth digging into - looks a good one -
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@upthetoffees
glenthewheel
2 months
If you ever wondered what its like to be an Oracle Freelance Mercenary - here is my series from Linked In - starting in the mid nineties - The Jam Filled Keyboard
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@upthetoffees
glenthewheel
2 months
MW ideas. #GYM strong growth & insider buying - worth a look. #WTB well placed to gain per IC. #IPX is too cheap & likely to have buyers circling at 160 - 16% divi per SM. #RPI might benefit anti China USA. #KEYS - law - solid growth per IC. #SBRY - Tele watch insider txn sales
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@upthetoffees
glenthewheel
3 months
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@upthetoffees
glenthewheel
3 months
@upthetoffees
glenthewheel
3 months
This weeks research ideas from MW. Some nice picks #PAF - digging your PF out of tariff downturns! SM likes $ASML - and so do I (holding). # PTRC - PureTech Health - by The Times - discount to cash - looks interesting. IC likes Applied Nutrition #AN - strong earnings growth.
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