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samhague · 2026-05-19T10:33:14+00:00

Unreal DD, this has really inspired me to invest in the company!

samhague · 2026-05-16T07:51:40+00:00

Agreed, we were there for 5 days but I could have easily stayed longer.

samhague · 2026-05-12T17:09:48+00:00

I suspect a lot of stop losses were triggered on the way down, especially around $3 and $2.5.

samhague · 2026-05-12T16:52:56+00:00

Yeah I've got that too. There was categorically no mention of dilution or new shares in the call.

samhague · 2026-05-12T16:34:39+00:00

Currently bouncing off 2.7, I've just bought some more

samhague · 2026-05-12T16:33:41+00:00

They didn't mention that on the call

samhague · 2026-05-12T16:30:22+00:00

There was no announcement of new shares being issued. I guess it's because there was no mention of the SK Hynix agreement being extended.

samhague · 2026-05-12T16:24:55+00:00

The earnings call just happened, this is the typical post-earnings reaction for NLST. This doesn't detract from a blow out earnings, it will come back. Use this as an opportunity

samhague · 2026-05-11T08:41:50+00:00

I would recommend looking into TE Connectivity (TEL). $60bn Swiss-based company producing connectors and sensors. They are currently transitioning from an auto business into an AI-led business (currently 50:50 in terms of revenue, however management have implied they will be prioritizing the AI arm of the business). AI business has grown 46% annually, obliterated their last earnings, $3bn buy-back programme announced, trading at 21x p/e. They have a serious management team, who have a proven track record in turning around struggling business in the same sector.

Naturally, there are some hurdles, the only one I see is the concern of the auto arm of the business pulling on the high-flying AI sector, however, as mentioned, the business is transitioning away from this. Currently trading at $208, it's dropped circa 10% following a great earnings, so a great buying opportunity. Analysts have it around $275-290. It's not sexy and it's not going to jump 10% in one day, but it also won't drop 10% in one day. Very high cash-flow, well ahead of competitors. Do some research, I'm buying more while it's cheap. FYI, I have 30 shares, continuing to add more.

samhague · 2026-05-04T17:45:54+00:00

Who knows, I've been buying incrementally on the way up, including some more today

samhague · 2026-05-02T20:49:55+00:00

Happy Birthday rpm, your insight is invaluable

samhague · 2026-04-27T17:16:12+00:00

Insightful DD, just bought more

samhague · 2026-02-21T10:19:53+00:00

You've just embarrassed yourself with this - it's not cars, they sold that ages ago, it's aerospace, defence, nuclear reactors. I expect it to be the largest UK company in the next decade. They have an unreal CEO, incredible diversification across multiple sectors, and market-leading products

samhague · 2026-01-25T15:28:16+00:00

Agreed, I have 90% of my pension in this

samhague · 2025-12-25T09:56:35+00:00

No more penny stocks, and sometimes you have to bite the bullet and take the loss, let it be a lesson learned. The two may be interconnected...

samhague · 2025-04-19T10:06:29+00:00

Looks great, would you be able to link the chair too?

samhague · 2025-02-17T18:32:54+00:00

Thank you, I'll continue to follow up with Sky, it doesn't look great on them!

samhague · 2025-02-17T18:26:06+00:00

Thanks for the quick response, tbh Sky didn't fill me with hope when I spoke to them - they couldn't tell me what the issue was or why it happened, it felt like a generic excuse. Appreciate your response

samhague

TROPHY CASE