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TraderMark72 @tradermark72.bsky.social · 14h

#CVSG Initial response…

TraderMark72 @tradermark72.bsky.social · 14h

The highly anticipated CMA provisional decision and consultation doesn’t look to be significant. Suspect most of the recommendations are current being complied with. Suspect we’ll get a response from #CVSG #PETS

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TraderMark72 @tradermark72.bsky.social · 15h

#SDG H1 Results. Relatively flat in the same period last year. US seems to be propping up sales still with 2nd half to show cost cutting improvement. FY expected in line.

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TraderMark72 @tradermark72.bsky.social · 1d

#BWY FY Results. Decent numbers for FY25 but a flat comparative start to FY26 citing consumer sentiment and the late budget.

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TraderMark72 @tradermark72.bsky.social · 2d

#RNWH make a small acquisition of Emerald Power* for £12.3m as a bolt in for Escalon.

*coincidentally bumped into them out on the bike doing a line repair last week and thought theyd be a good fit…

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TraderMark72 @tradermark72.bsky.social · 2d

#COST Secures £1bn contract with Sellafield over an initial 9yr term, extendable for a further 6 years.

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TraderMark72 @tradermark72.bsky.social · 4d

Looking forward to the next read @morganhousel.bsky.social

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TraderMark72 @tradermark72.bsky.social · 5d

#IBST Q3 TU. One Ive been watching after a more upbeat H1 reports a weaker than expected Q3. Looks like a circa FY 10% miss on EBITDA. 120p previous support area.

Still not enough houses being built…

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TraderMark72 @tradermark72.bsky.social · 8d

#CVSG FY Results. Revenue increased 5% with PBT slightly down on continuing operations. Net debt reduced after disposal of crematoria business. Strong start to the new FY with continued growth in Australia. CMA provisional decision mid October still an overhang.

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TraderMark72 @tradermark72.bsky.social · 12d

#JDW FY Results.

Imagine a 1000 times more Wetherspoons…

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TraderMark72 @tradermark72.bsky.social · 13d

I may have been guilty of including them this time…😉👌👍

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TraderMark72 @tradermark72.bsky.social · 13d

#MGNS TU. Expects FY to be Significantly Ahead of Expectations. Fit Out exceeding again, Order Book increased to £12.2bn, average daily net cash increased.

The old John Morgan under promise and over deliver 👍

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TraderMark72 @tradermark72.bsky.social · 14d

#RNWH - looks like fears of another PW were exaggerated. Nice to see it break its range and fill the gap.

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TraderMark72 @tradermark72.bsky.social · 14d

A bit OT but I work closely with the Avro Heritage Museum at Woodford. They have a string of podcasts which are worth a listen. This one in particular caught my eye as I know Roger but had no idea about his Dad. Part 1/3

open.spotify.com/episode/0TbB...

Shot down over German Occupied Holland

open.spotify.com

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TraderMark72 @tradermark72.bsky.social · 14d

#TW. TU. Fairly flat on 2024 across all metrics. Remains in track to deliver FY guidance.

I note Jennie was in a panel discussion at the Labour conference - she will undoubtedly have got her thoughts across…

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TraderMark72 @tradermark72.bsky.social · 14d

Edit: *operating profit not PBT

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TraderMark72 @tradermark72.bsky.social · 14d

#RNWH FY TU. Expects in line with expectations, record revenue and PBT, modest net cash ahead of market expectations, record order book underpinning year ahead.

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TraderMark72 @tradermark72.bsky.social · 15d

#BILN Cavendish reduce FY25 EPS 54% to 18.8p and PBT to £3.5m. FY26 unchanged. TP reduced to 380p noting NAV of 384p.

TraderMark72 @tradermark72.bsky.social · 15d

#BILN H1 Results. Revenue and PBT well down on orior year and warns on FY given subdued construction activity and delayed projects. Order book healthy and FY26 expected in line with nearly half the MCAP in cash.

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TraderMark72 @tradermark72.bsky.social · 15d

#BILN H1 Results. Revenue and PBT well down on orior year and warns on FY given subdued construction activity and delayed projects. Order book healthy and FY26 expected in line with nearly half the MCAP in cash.

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TraderMark72 @tradermark72.bsky.social · 16d

#HFG Disoosal of Fairfax Meadow. Purchased for £23.8m in 2021 and will get “gross” proceeds of £54m though earnings dilutive. Net figure would be useful but looks decent on the face of it. Share price drifitng back to previous support level.

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TraderMark72 @tradermark72.bsky.social · 19d

#GFRD to join the FTSE250 on October 1st. 👍

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TraderMark72 @tradermark72.bsky.social · 21d

#IPF Revised offer confirmed at 235p plus the forthcoming Dividend.

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TraderMark72 @tradermark72.bsky.social · 21d

#OTB FY TU. Summer and Winter bookings 12% ahead of prior year and significantly ahead of package holiday market. PBT looks a slight miss on the consensus. Strong cash position and further £25m buyback. Medium term growth ambitions remain.

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TraderMark72 @tradermark72.bsky.social · 22d

#MPAC Shore Capital retain their 600p fair value estimate. Panmure maintain their 550p TP.

TraderMark72 @tradermark72.bsky.social · 22d

#MPAC H1 Results. As expected and trading in line with revised guidance with closing order book +18.3%. US order intake still slow following tariff uncertainty and cost base being reduced.

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TraderMark72 @tradermark72.bsky.social · 22d

#MPAC H1 Results. As expected and trading in line with revised guidance with closing order book +18.3%. US order intake still slow following tariff uncertainty and cost base being reduced.

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