CONKERS' CORNER

The topics, stocks and shares mentions / discussed include:

Resilient quality shares that could outperform volatile markets 

The sad news of the departure of co-host Henry Viola-Heir

Guest co-host Phil Oakley

Legal & General / LGEN 

Aviva / AV.

M & G / MNG

Centrica / CNA 

Philip Morris / PM

Bonds

Nvidia / NVDA 

MAG 7 / Tech / Ai

Market / Stock market risks

Dividends

Investing / Trading

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

& more

ShareScope special discount offer code ShareScope : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)
Henry Viola-Heir’s blog Home – CAPITAL LEDGER
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

The topics, stocks and shares mentions / discussed include:

Finding Winning Opportunities On AIM

Likewise / LIKE

RentGuarantor Holdings / RGG

Cohort / CHRT

European Green Transition / EGT 

IQE / IQE 

Greatland Resources / GPP

AOTI Inc / AOTI

Marechale Capital / MAC

Fever-Tree / FEVR

Judges Scientific / JDG 

accesso Technology / ACSO

Jet2 / JET2

Domino's Pizza / DOM

Dividends

Pollen Street / POLN / Mattioli Woods

Ethernity Network / ENET

Mergers & Takeovers

AIM Winners / Graduate to FTSE / Delistings 

Financial Education

Stocks / Share

Investor Summit 2026

Investing / Trading

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

& more

ShareScope special discount offer code ShareScope : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)
Henry Viola-Heir’s blog Home – CAPITAL LEDGER
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

The topics, stocks and shares mentions / discussed include:

Investment Trusts: Finding winning opportunities

BlackRock World Mining Trust / BRWM

International Biotechnology Trust / IBT 

International Public Partnerships Ltd / INPP

Pershing Square Holdings Ltd / PSH

Henderson Smaller Companies Investment Trust / HSL

Kernow Equity Navigator Fund 

Murray Income Trust / MUT

Aberdeen UK Smaller Companies Growth Trust / AUSC

Montanaro UK Smaller Companies Investment Trust / MTU

JPMorgan UK Smaller Companies Investment Trust / JMI 

Barrick Gold Corp / B 

Agnico Eagle Mines Ltd / AEM

Rio Tinto / RIO 

Newmont Corp / NEM / 

Gold / Copper / Iron Ore / Mining

Ai / Electricification / Datacenters

Infrastructure / Private Equity

Biotech / Healthcare 

Small caps / Income / Yield

Gamma Communications / GAMA

Dividends / Dividend Heroes 

Progressive Dividends / Dividend Cover

Net Asset Value / NAV

Discount to NAV

Royalties / Mergers & Acquisitions

Debt / Gearing

Compounding returns

Investing

Financial Education

Stocks / Shares

Investor Summit / Investor Summit discount code : TWINPETES

Investor Summit sponsors, Keynote speakers, panellists & guests

The 2026 Investor Summit tickets are now on SALE. USE DISCOUNT CODE TWINPETES & SAVE £15 Buy yours now!

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

& more

ShareScope special discount offer code ShareScope : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)
Henry Viola-Heir’s blog Home – CAPITAL LEDGER
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

The topics, stocks and shares mentions / discussed include:

Quality Investing 

Winning quality investing strategies

Next Plc / NXT / Lord Simon Wolfson

Compass Group / CPG

Unilever Plc / ULVR

Berkshire Hathaway / BRK.A

Jet2 Plc / JET2 / Easyjet / EZJ

Diageo Plc / DGE

Nike Inc. / NKE

Costco / COST

Spirax Group / SPX 

Amazon.com Inc / AMZN

Alphabet Inc / GOOGL

Terry Smith / FundSmith

Scale Economies Shared

Valuation / High PE's / Overvalued

Margin of Safety

Return on Capital Invested

Discounted cashflow

Technology / Ai

Mergers / Takeovers

Long-term investing

Dividends

Compounding returns

Investing / Trading

Financial Education

Stocks / Shares

Investor Summit on September 18th / Investor Summit discount code : TWINPETES

Investor Summit sponsors, Keynote speakers, panellists & guests

The 2026 Investor Summit tickets are now on SALE. USE DISCOUNT CODE TWINPETES & SAVE £15 Buy yours now!

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

& more

ShareScope special discount offer code ShareScope : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)
Henry Viola-Heir’s blog Home – CAPITAL LEDGER
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

The topics, stocks and shares mentions / discussed include:

BEYOND CHEAP : A New Investing Case for UK Equities

Lloyds Banking Group / LLOY

Rolls Royce / RR.

XP Power / XPP

Travis Perkins / TPK

Hill & Smith / HILS

Trustpilot / TRST

Spire Healthcare / SPI

SpaceX / SPCX

Fear of Missing Out / FOMO

Investing Psychology

Dividends

Annualised returns / Compounding returns

Ai / Data Centres

Defence / Aerospace

Return on Capital Employed / ROCE

Banks / Banking

IPO / Marex Group / Book building

Housing / Construction / Interest rates

Power / Energy demands / Ai

Takeovers

Investing / Trading

Financial Education

Stocks / Shares

Speakers — Investor Summit

Investor Summit tickets Tickets — Investor Summit  / Investor Summit tickets discount code : TWINPETES

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

& more

ShareScope special discount offer code ShareScope : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

The topics, stocks and shares mentions / discussed include:

Commodities / Silver / Gold / Tin

FX Trading

Life as a Trader / Trading

Career as a Market Maker

Trading psychology

Investing psychology

SanDisk / SNDK

Apple / AAPL

SpaceX / SPCX

Ai Risk 

Nanoco / NANO

Intelligent Energy / Profit warnings / Capitulation

Psychology / FOMO / Cognitive bias

Achoring bias / Irrational markets

Stocks trading

Takeovers

Stock Market

Wealth Management

Tales from The Trading Floor

Financial Education

Investor Summit sponsors, Keynote speakers, panellists & guests

The 2026 Investor Summit tickets are now on SALE. Buy yours now! 

Investing 

Financial education

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

& more

ShareScope special discount offer code ShareScope : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

The topics, stocks and shares mentions / discussed include:

How to spot the UK's next breakout shares

CMC Markets / CMCX 

Keller Group / KLR / Specialist Geotechnical services / Infrastructure

Goodwin / GDWN / Games Workshop / GAW

MoonPig Group / MOON / Specialist branding / Gifting

Porvair / PRV / Filtration solutions

Ixico / IXI / Digital imaging

Distribution Finance Capital Holdings / DFCH / Specialist banking

Spire Healthcare Group / SPI

Share price breakouts

The importance of reading company RNS's / Trading updates

Ahead of expectations / Materially ahead

Exceeding expectations / Upgrading expectations & profitability

Exceptional trading updates / Contract news

Sector momentum

Trading / Investing

Dividends / Dividend growth

Takeovers / MNA / Mergers & Acquisitions

Return on Capital Employed / ROCE

Cash / Debt

Rewarding research

Long-term investing

Investing psychology

Financial Education

The 2026 Investor Summit tickets are now on SALE. Buy yours now!

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

& more

ShareScope special discount offer code ShareScope : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

The topics, stocks and shares mentions / discussed include:

What Should Companies Should Do With Their Next Pound?

Rolls Royce / RR.

Polar Capital Global Healthcare Trust / PCGH

Diploma / DPLM

Ramsdens Holdings / RFX

Intercontinental Hotel Group / IHG

Telecom Plus / TEP

Scottish Mortgage Investment Trust / SMT

SpaceX / SPCX

Monks Investment Trust / MNKS

Worldwide Healthcare Trust / WWH

Judges Scientific / JDG

Halma / HLMA 

Bunzl / BNZL

S4 Capital / SFOR

Capital reinvestment

Mergers / Acquisitions / Takeovers

Pay Dividends / Special Dividends

Buyback Shares

Tender Shares

Capital Allocation

Dividends

Dividend yields

Discount to Net Asset Value

Cash / Debt / Growth

Stocks / Investing

Investing psychology

Financial Education

The 2026 Investor Summit EarlyBird tickets are now LIVE Buy yours now

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

& more

ShareScope special discount offer code ShareScope : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

The topics, stocks and shares mentions / discussed include:

Ai Investing Opportunities For Non-Tech Investors

MAREX via Winterflood Retail Access Platform (WRAP) provides access to Space X IPO

Ai essential infrastructure

Ai Bottlenecks

Energy / Datacenters

Space X / SPCX

Constellation Energy Group / CEG

Siemens Energy / ENR

NextEra Energy / NEE + Dominion Energy / D

Centrica / CNA

National Grid / NG.

Sage / SGE

Computacenter / CCC

Raspberry PI / RPI 

ChatGPT

Nvidia / Anthropic / OpenAi / Gemini / Claude Ai

Artificial Intelligence / Ai

Software as a Service / SaaS

Dividends

Dividend yields

Cash / Debt / Growth

Stocks / Investing 

Winning supporters of the Twin Petes Investing podcast

Financial Education

Investor Summit Early Bird Tickets  are on sale now

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

& more

ShareScope special discount offer code ShareScope : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

The topics, stocks and shares mentions / discussed include:

A Capital Markets and Retail Access Masterclass with Joe Winkley, Director and Head of Capital Markets at Winterflood

Winterflood Retail Access Platform 

Capital Markets / Primary Markets / Secondary Markets

Retail investors access to IPO's, Fundraisings, Placings

Retail investors engagement / Retail investor participation

Liquidity

Marex Group / MRX

Investment Trusts / Stocks / Shares / Funds / Equities / Equity markets

Bonds, Gilts, Fixed Income

Ai, Ai Modelling

Datasets / Order Flow / Deal Flow

Shareholder communication / Shareholder engagement 

Retail investor behavioural

Investing 

Financial education

The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN

& more

ShareScope special discount offer code ShareScope : TwinPetes
Investors’ Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)
Henry Viola-Heir’s blog Home – The Ethical Entrepreneur
Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.