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Cockerhoop
@ranmoorruffian.bsky.social
UK Based Full Time Small Cap Investor Relatively concentrated Top 10 circa 85% GDWN, MSI, GAW, SYS1, ANP, ULTP, MACF, CRL, JNEO, ASY I'm also a keen cyclist, sports fan and 'indie' music lover.
93 followers20 following23 posts
Cranmoorruffian.bsky.social

Whilst you can never be certain with the exact revenue recognition of large lumpy defence deliveries my modelling of contract timelines suggest FY25 will be a step up in Defence sales. The CGT & AIM IHT nervousness is doing small caps no favours currently. #MSI.L

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C
Cockerhoop
@ranmoorruffian.bsky.social
UK Based Full Time Small Cap Investor Relatively concentrated Top 10 circa 85% GDWN, MSI, GAW, SYS1, ANP, ULTP, MACF, CRL, JNEO, ASY I'm also a keen cyclist, sports fan and 'indie' music lover.
93 followers20 following23 posts
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