TraderMark72
@tradermark72
Investing in my SIPP & ISA since 2009. 30+ years in Construction/Housebuilding/Land Trading/ Brownfield Regeneration. I often have positions in shares I mention. No advice intended please DYOR
#CKN H1 Results. Record H1 numbers, expects FY materially ahead of expectations. Increased.divi for the 24th consecutive year. The normal H2 weighting is not expected.
#TW. H1 Res. Revenue increased, completions lower, op. margin reduced, sales rate marginally lower, net cash reduced. Distribution policy reduced to 4% of net assets split between divi and buybacks. £42m buyback launched. Guides to the lower end for FY.
#JNEO H1 TU. FY revenue expected marginally ahead of expectations with adj. PBT in line. Revenue increased 53%, Adj. PBT increased 10%, pipeline at £200m vs £80m vs H1 25.
#GAW FY Results. Record revenue and PBT and above consensus. “We are in great shape”. “Exciting times”.
#CVSG FY TU. In line with expectations. Continued growth in Australia market with a strong pipeline of acquisition opportunities.
#MAB1 H1 TU. Total mortgage completions up 16% to £16.5bn despite challenging market with Revenue up 8% to £160m. Expects FY inline with greater H2 weighting than prior years.
#MGNS H1 Res. Record first half, expectations maintained*. Revenue increased 8%, Adj PBT +21%. Order book at £12.2bn with preferred bidder pipeline at £7.3bn. *tendency to under-promise and over-deliver.
#BMY - Anthropic US settlement of $1.5bn approved. Looks like $21m to BMY less fees and expenses.
#KIE FY TU. Revenue and PBT expected at top end of expectations. Order book up 8% to £11.9bn. Over 90% of FY27 secured. Average monthly net cash position from net debt.
#GFRD appointed to £9.5bn CPC Framework across all five regional lots for a maximum 8 years.
Back from France today after a long drive up yesterday but managed to take in the Normandy Memorial and Sword Beach before the overnight ferry.
#ALU FY TU. States broadly inline but looks slightly below consensus on Revenue and PBT. Order book increased 49%. CEO Suspended pending investigation into professional conduct. 😳
Beautiful spot for breakfast this morning. Out early for a much cooler start.
Attended the Community Fete last night in the local French town. Every Monday evening through Summer they come together, support local producers and charities, eat and drink together. Each local town hosts one on different nights of the week. Heart-warming experience.
Currently down in the Dordogne for a couple weeks but took a detour here after leaving the ferry and had a good wander round. Really quite something they achieved here - 3 gliders landing within yards of the target and securing both bridges.
#KGH FY Results. Revenue increased 28%, Underlying PBT increased 19% and look slightly above consensus with net debt maintained. Positive start to the year with continuing growth expected.
#CRW FY TU. Mild PW, looks like circa 6%. Miss in EBITDA and 8% on Revenue as due to timing of activity and contracts moving to the right and now expected in FY27.
Added to my 16yr old position in #CKN yesterday. I thought it might yet see 4000p but 4200p seemed to be holding after a few days of some large trades only to see it fall through the level into the close. Seems to have bounced the 200ma strongly today though.
#XPS to acquire APR, an established insurance consultancy business. Confusing wording suggests up to £16.3m though looks like its up to £10m (answers in a postcard) given revenue ratio of £10.7m. Earnings enhancing in the first full year of ownership. Expects completion 31 July.
#VLX FY Results. Revenue and Adj. PBT look slightly ahead of upgraded consensus and net debt below delivering 5yr plan a year early. Current trading strong and inline, confident in delivering new medium term target of $2bn Revenue. Move to Main Market 24 July.
#COST confirm news yesterday of the contract win of a significant part of the £122m scheme to deliver new road infrastructure to support 4000 new homes in Norfolk.
#XPS FY Results. Revenue up 13% with advisory up 20%, Adj. PBT increased 8% and looks ahead of consensus. Addressable market expanded to £4.5bn, confident in further growth in FY27 and beyond supported by continuous regulatory change and market environment.
#MEGP Local Morrisons. Two sets of machines use. Clearly doing better than the French at something…
#BWY TU. Guidance for FY remains despite softening of demand and inflationary pressure on build costs. Outlook beyond current FY is uncertain.