James
@1james1n1.bsky.social
I post mainly about personal finance & shares. My tweets are not investment advice. Do your own research.
Pinned
#IGR.L - Interims
➡️Rev down 13.2%, PBT down 54%, cash down to $1.9m.
➡️Reaffirms FY guidance & notes good order book visibility.
➡️Shareholders are no doubt looking forward to "a defined pathway to further improvement in profitability and long-term value creation".
➡️Rev down 13.2%, PBT down 54%, cash down to $1.9m.
➡️Reaffirms FY guidance & notes good order book visibility.
➡️Shareholders are no doubt looking forward to "a defined pathway to further improvement in profitability and long-term value creation".
December 2, 2025 at 7:42 AM
#IGR.L - Interims
➡️Rev down 13.2%, PBT down 54%, cash down to $1.9m.
➡️Reaffirms FY guidance & notes good order book visibility.
➡️Shareholders are no doubt looking forward to "a defined pathway to further improvement in profitability and long-term value creation".
➡️Rev down 13.2%, PBT down 54%, cash down to $1.9m.
➡️Reaffirms FY guidance & notes good order book visibility.
➡️Shareholders are no doubt looking forward to "a defined pathway to further improvement in profitability and long-term value creation".
#MBH.L - TU
🚨A moderate warning today after previously saying FY25 will be "broadly in line with FY24.
🚨Now, FY25 Rev to be £69m & adj BS Earnings to be £12.5m.
➡️Talks about a "notable slowdown" in Q4. Blames macro-economic & budget uncertainty.
➡️Positive order intake.
➡️Improved 2H profits.
🚨A moderate warning today after previously saying FY25 will be "broadly in line with FY24.
🚨Now, FY25 Rev to be £69m & adj BS Earnings to be £12.5m.
➡️Talks about a "notable slowdown" in Q4. Blames macro-economic & budget uncertainty.
➡️Positive order intake.
➡️Improved 2H profits.
December 2, 2025 at 7:19 AM
#MBH.L - TU
🚨A moderate warning today after previously saying FY25 will be "broadly in line with FY24.
🚨Now, FY25 Rev to be £69m & adj BS Earnings to be £12.5m.
➡️Talks about a "notable slowdown" in Q4. Blames macro-economic & budget uncertainty.
➡️Positive order intake.
➡️Improved 2H profits.
🚨A moderate warning today after previously saying FY25 will be "broadly in line with FY24.
🚨Now, FY25 Rev to be £69m & adj BS Earnings to be £12.5m.
➡️Talks about a "notable slowdown" in Q4. Blames macro-economic & budget uncertainty.
➡️Positive order intake.
➡️Improved 2H profits.
#FSG.L - Interims
➡️Rev up 11%, BS Earnings up 6%, divi up 9%.
❌ #FSG.L cannot be bothered to release the full Interims via RNS and cannot be bothered to upload to website on a timely basis.
➡️Outlook: waffle about a regional PE strategy fund launch & partial asset exit at a premium.
➡️Rev up 11%, BS Earnings up 6%, divi up 9%.
❌ #FSG.L cannot be bothered to release the full Interims via RNS and cannot be bothered to upload to website on a timely basis.
➡️Outlook: waffle about a regional PE strategy fund launch & partial asset exit at a premium.
December 2, 2025 at 7:10 AM
#WYN.L - TU
🤷Achieves a "modestly ahead of current market expectations" which it attributes to the "tangible benefits of Project Genesis" while excluding the "non-recurring" costs of £5.4-£5.9m on the project which have contributed to the outperformance.
You could not make it up!
🤷Achieves a "modestly ahead of current market expectations" which it attributes to the "tangible benefits of Project Genesis" while excluding the "non-recurring" costs of £5.4-£5.9m on the project which have contributed to the outperformance.
You could not make it up!
December 1, 2025 at 7:52 AM
#WYN.L - TU
🤷Achieves a "modestly ahead of current market expectations" which it attributes to the "tangible benefits of Project Genesis" while excluding the "non-recurring" costs of £5.4-£5.9m on the project which have contributed to the outperformance.
You could not make it up!
🤷Achieves a "modestly ahead of current market expectations" which it attributes to the "tangible benefits of Project Genesis" while excluding the "non-recurring" costs of £5.4-£5.9m on the project which have contributed to the outperformance.
You could not make it up!
#TRX.L - Update re "Funding Plans"
➡️Seeking to clarify funding needs.
➡️Has received an emergency overdraft of $500k to make November payroll & "remain solvent"
➡️Working on short & medium term financing.
Remains suspended. 😳 Update due later in week.
➡️Seeking to clarify funding needs.
➡️Has received an emergency overdraft of $500k to make November payroll & "remain solvent"
➡️Working on short & medium term financing.
Remains suspended. 😳 Update due later in week.
December 1, 2025 at 7:21 AM
#TRX.L - Update re "Funding Plans"
➡️Seeking to clarify funding needs.
➡️Has received an emergency overdraft of $500k to make November payroll & "remain solvent"
➡️Working on short & medium term financing.
Remains suspended. 😳 Update due later in week.
➡️Seeking to clarify funding needs.
➡️Has received an emergency overdraft of $500k to make November payroll & "remain solvent"
➡️Working on short & medium term financing.
Remains suspended. 😳 Update due later in week.
#VRS - Game over
Appointing administrators. My favourite singer can now take centre stage and give full voice to her range as she breaks into song.
Appointing administrators. My favourite singer can now take centre stage and give full voice to her range as she breaks into song.
December 1, 2025 at 7:15 AM
#VRS - Game over
Appointing administrators. My favourite singer can now take centre stage and give full voice to her range as she breaks into song.
Appointing administrators. My favourite singer can now take centre stage and give full voice to her range as she breaks into song.
#PEB.L - Change of Chair & TU
Nice brief TU in amongst the announcement of a change of Chair.
➡️Continued trading momentum since Aug Interims.
➡️Reiterated confidence in delivering against FY expectations & achieving net cash in FY26.
I'll take that so close to YE ✅.
Nice brief TU in amongst the announcement of a change of Chair.
➡️Continued trading momentum since Aug Interims.
➡️Reiterated confidence in delivering against FY expectations & achieving net cash in FY26.
I'll take that so close to YE ✅.
December 1, 2025 at 7:08 AM
#PEB.L - Change of Chair & TU
Nice brief TU in amongst the announcement of a change of Chair.
➡️Continued trading momentum since Aug Interims.
➡️Reiterated confidence in delivering against FY expectations & achieving net cash in FY26.
I'll take that so close to YE ✅.
Nice brief TU in amongst the announcement of a change of Chair.
➡️Continued trading momentum since Aug Interims.
➡️Reiterated confidence in delivering against FY expectations & achieving net cash in FY26.
I'll take that so close to YE ✅.
I did watch something Christmassy yesterday…
37 years ago, Sergeant Al Powell helped save dozens of lives after being sent to investigate a prank call at Nakatomi Plaza.
I was pleased to honour his quick thinking and bravery by watching the celebrated documentary, Die Hard, yesterday evening.
37 years ago, Sergeant Al Powell helped save dozens of lives after being sent to investigate a prank call at Nakatomi Plaza.
I was pleased to honour his quick thinking and bravery by watching the celebrated documentary, Die Hard, yesterday evening.
November 29, 2025 at 4:40 PM
I did watch something Christmassy yesterday…
37 years ago, Sergeant Al Powell helped save dozens of lives after being sent to investigate a prank call at Nakatomi Plaza.
I was pleased to honour his quick thinking and bravery by watching the celebrated documentary, Die Hard, yesterday evening.
37 years ago, Sergeant Al Powell helped save dozens of lives after being sent to investigate a prank call at Nakatomi Plaza.
I was pleased to honour his quick thinking and bravery by watching the celebrated documentary, Die Hard, yesterday evening.
Heading into December with a line-up slightly changed with #MONY.L out and #VP.L & #ZTF.L in as replacements.
Over the past month, have seen a 1.5% decline in portfolio value to up 12.0% YTD after a couple of unwelcome pw's
Would like a Santa rally to round the year out to a reasonable result 🎅.
Over the past month, have seen a 1.5% decline in portfolio value to up 12.0% YTD after a couple of unwelcome pw's
Would like a Santa rally to round the year out to a reasonable result 🎅.
November 29, 2025 at 2:50 PM
#ESYS.L - TU & Offer
🚨Warns that "management anticipates FY26 results to be materially below their expectations"
🚨Q1 Rev of £4.1m looks low & "elongated sales cycles and slower than anticipated adoption rates" noted.
🚨Loss of major customer.
💰Cash offer at 20p from largest holder.
🚨Warns that "management anticipates FY26 results to be materially below their expectations"
🚨Q1 Rev of £4.1m looks low & "elongated sales cycles and slower than anticipated adoption rates" noted.
🚨Loss of major customer.
💰Cash offer at 20p from largest holder.
November 28, 2025 at 7:18 AM
#ESYS.L - TU & Offer
🚨Warns that "management anticipates FY26 results to be materially below their expectations"
🚨Q1 Rev of £4.1m looks low & "elongated sales cycles and slower than anticipated adoption rates" noted.
🚨Loss of major customer.
💰Cash offer at 20p from largest holder.
🚨Warns that "management anticipates FY26 results to be materially below their expectations"
🚨Q1 Rev of £4.1m looks low & "elongated sales cycles and slower than anticipated adoption rates" noted.
🚨Loss of major customer.
💰Cash offer at 20p from largest holder.
#IOM.L - Interims
➡️Rev up 25%, LBT of £6.5m, net debt climbs to £109.6m.
➡️2H weighting and relies upon "an improved performance in the 2H of the FY" in order to deliver a result "within the range of current market expectations".
I see nothing here to persude me that this is a good investment.
➡️Rev up 25%, LBT of £6.5m, net debt climbs to £109.6m.
➡️2H weighting and relies upon "an improved performance in the 2H of the FY" in order to deliver a result "within the range of current market expectations".
I see nothing here to persude me that this is a good investment.
November 26, 2025 at 7:38 AM
#IOM.L - Interims
➡️Rev up 25%, LBT of £6.5m, net debt climbs to £109.6m.
➡️2H weighting and relies upon "an improved performance in the 2H of the FY" in order to deliver a result "within the range of current market expectations".
I see nothing here to persude me that this is a good investment.
➡️Rev up 25%, LBT of £6.5m, net debt climbs to £109.6m.
➡️2H weighting and relies upon "an improved performance in the 2H of the FY" in order to deliver a result "within the range of current market expectations".
I see nothing here to persude me that this is a good investment.
#KETL.L - TU
➡️6 month Rev of 64.6M & net debt of £70.3m.
❌No mention of any profit figures whatsoever.
➡️A marked slowdown in Controls division in Q2. Billi trading strongly.
➡️Debt reduction plan targets 1.5x leverage.
➡️CEO leaves by "mutual agreement" & is thanked
⚠️Trading broadly in line.
➡️6 month Rev of 64.6M & net debt of £70.3m.
❌No mention of any profit figures whatsoever.
➡️A marked slowdown in Controls division in Q2. Billi trading strongly.
➡️Debt reduction plan targets 1.5x leverage.
➡️CEO leaves by "mutual agreement" & is thanked
⚠️Trading broadly in line.
November 26, 2025 at 7:28 AM
#KETL.L - TU
➡️6 month Rev of 64.6M & net debt of £70.3m.
❌No mention of any profit figures whatsoever.
➡️A marked slowdown in Controls division in Q2. Billi trading strongly.
➡️Debt reduction plan targets 1.5x leverage.
➡️CEO leaves by "mutual agreement" & is thanked
⚠️Trading broadly in line.
➡️6 month Rev of 64.6M & net debt of £70.3m.
❌No mention of any profit figures whatsoever.
➡️A marked slowdown in Controls division in Q2. Billi trading strongly.
➡️Debt reduction plan targets 1.5x leverage.
➡️CEO leaves by "mutual agreement" & is thanked
⚠️Trading broadly in line.
#VRS.L - Sale Process Update
An ignominious end as a potential acquirer backs away leaving the company with few options.
As it says, "this may include appointing administrators to the Company".
My favourite singer is awaiting her call to the stage...
An ignominious end as a potential acquirer backs away leaving the company with few options.
As it says, "this may include appointing administrators to the Company".
My favourite singer is awaiting her call to the stage...
November 26, 2025 at 7:20 AM
#VRS.L - Sale Process Update
An ignominious end as a potential acquirer backs away leaving the company with few options.
As it says, "this may include appointing administrators to the Company".
My favourite singer is awaiting her call to the stage...
An ignominious end as a potential acquirer backs away leaving the company with few options.
As it says, "this may include appointing administrators to the Company".
My favourite singer is awaiting her call to the stage...
#DATA.L - Share buyback
➡️Buyback of £10m now underway.
➡️While buyback is relatively small relative to market cap, I would be nervous about concentrating more voting wights with the CEO, who already owns 59.24% of the company...
➡️Buyback of £10m now underway.
➡️While buyback is relatively small relative to market cap, I would be nervous about concentrating more voting wights with the CEO, who already owns 59.24% of the company...
November 26, 2025 at 7:15 AM
#DATA.L - Share buyback
➡️Buyback of £10m now underway.
➡️While buyback is relatively small relative to market cap, I would be nervous about concentrating more voting wights with the CEO, who already owns 59.24% of the company...
➡️Buyback of £10m now underway.
➡️While buyback is relatively small relative to market cap, I would be nervous about concentrating more voting wights with the CEO, who already owns 59.24% of the company...
#SPSY.L - Contract win
With shares hitting a multi-year low, this contract is good news at an opportune time.
➡️$6.7M for maintenance of sensors over 5 years from 2026.
➡️Links to contract for production of the sensors announced a year ago.
With shares hitting a multi-year low, this contract is good news at an opportune time.
➡️$6.7M for maintenance of sensors over 5 years from 2026.
➡️Links to contract for production of the sensors announced a year ago.
November 26, 2025 at 7:09 AM
#SPSY.L - Contract win
With shares hitting a multi-year low, this contract is good news at an opportune time.
➡️$6.7M for maintenance of sensors over 5 years from 2026.
➡️Links to contract for production of the sensors announced a year ago.
With shares hitting a multi-year low, this contract is good news at an opportune time.
➡️$6.7M for maintenance of sensors over 5 years from 2026.
➡️Links to contract for production of the sensors announced a year ago.
#SSTY.L - Sale & Leaseback
Sale & leaseback of Brighton property for £3.125m.
Proceeds to be used to "repay indebtedness, provide working capital and strengthen the Group's balance sheet, supporting the delivery of its long-term growth ambitions"
Sign of distress? 🤔
Sale & leaseback of Brighton property for £3.125m.
Proceeds to be used to "repay indebtedness, provide working capital and strengthen the Group's balance sheet, supporting the delivery of its long-term growth ambitions"
Sign of distress? 🤔
November 25, 2025 at 7:22 AM
#SSTY.L - Sale & Leaseback
Sale & leaseback of Brighton property for £3.125m.
Proceeds to be used to "repay indebtedness, provide working capital and strengthen the Group's balance sheet, supporting the delivery of its long-term growth ambitions"
Sign of distress? 🤔
Sale & leaseback of Brighton property for £3.125m.
Proceeds to be used to "repay indebtedness, provide working capital and strengthen the Group's balance sheet, supporting the delivery of its long-term growth ambitions"
Sign of distress? 🤔
#THRU.L - Interims 🚨
🚨Warns that "current market expectations for the full year are unlikely to be achieved".
🚨Revenue revised down to £5-7m. No mention of profits, but unlikely to be good.
🚨Going Concern notes some heroic assumptions for company to avoid needing more cash.
🚨Warns that "current market expectations for the full year are unlikely to be achieved".
🚨Revenue revised down to £5-7m. No mention of profits, but unlikely to be good.
🚨Going Concern notes some heroic assumptions for company to avoid needing more cash.
November 25, 2025 at 7:21 AM
#THRU.L - Interims 🚨
🚨Warns that "current market expectations for the full year are unlikely to be achieved".
🚨Revenue revised down to £5-7m. No mention of profits, but unlikely to be good.
🚨Going Concern notes some heroic assumptions for company to avoid needing more cash.
🚨Warns that "current market expectations for the full year are unlikely to be achieved".
🚨Revenue revised down to £5-7m. No mention of profits, but unlikely to be good.
🚨Going Concern notes some heroic assumptions for company to avoid needing more cash.
#GBG.L - Interims
➡️Rev down 1%, PBT down 26.8%, leverage up to 1.0x.
➡️Outlook: reiterating guidance in line with market expectations, but this relies on "a 2H growth acceleration" or in other words a 2H weighting.
➡️Indebted company increasing buy-backs today with an additional £10m.
➡️Rev down 1%, PBT down 26.8%, leverage up to 1.0x.
➡️Outlook: reiterating guidance in line with market expectations, but this relies on "a 2H growth acceleration" or in other words a 2H weighting.
➡️Indebted company increasing buy-backs today with an additional £10m.
November 25, 2025 at 7:11 AM
#GBG.L - Interims
➡️Rev down 1%, PBT down 26.8%, leverage up to 1.0x.
➡️Outlook: reiterating guidance in line with market expectations, but this relies on "a 2H growth acceleration" or in other words a 2H weighting.
➡️Indebted company increasing buy-backs today with an additional £10m.
➡️Rev down 1%, PBT down 26.8%, leverage up to 1.0x.
➡️Outlook: reiterating guidance in line with market expectations, but this relies on "a 2H growth acceleration" or in other words a 2H weighting.
➡️Indebted company increasing buy-backs today with an additional £10m.
#CER.L - Finals
➡️Rev up 4%, PBT up 10%, divi up 17%, cash up 15%.
➡️"we enter the new FY with a record back-order book and exciting prospects in the new business pipeline".
Lots to like here, but with a very high P/E and slower profit growth, a PEG of 2.7 looks challenging... 🤔
➡️Rev up 4%, PBT up 10%, divi up 17%, cash up 15%.
➡️"we enter the new FY with a record back-order book and exciting prospects in the new business pipeline".
Lots to like here, but with a very high P/E and slower profit growth, a PEG of 2.7 looks challenging... 🤔
November 24, 2025 at 7:36 AM
#CER.L - Finals
➡️Rev up 4%, PBT up 10%, divi up 17%, cash up 15%.
➡️"we enter the new FY with a record back-order book and exciting prospects in the new business pipeline".
Lots to like here, but with a very high P/E and slower profit growth, a PEG of 2.7 looks challenging... 🤔
➡️Rev up 4%, PBT up 10%, divi up 17%, cash up 15%.
➡️"we enter the new FY with a record back-order book and exciting prospects in the new business pipeline".
Lots to like here, but with a very high P/E and slower profit growth, a PEG of 2.7 looks challenging... 🤔
#TTG.L - Warns 🚨
🚨Warns for 2026 and warns that it may yet warn for 2025.
🚨"achieving this outcome for 2025 requires a significant step up in November and December performance" - nothing can go wrong to deliver it.
🚨Guides 2026 to be in line with 2025.
🚨Warns for 2026 and warns that it may yet warn for 2025.
🚨"achieving this outcome for 2025 requires a significant step up in November and December performance" - nothing can go wrong to deliver it.
🚨Guides 2026 to be in line with 2025.
November 24, 2025 at 7:30 AM
#TTG.L - Warns 🚨
🚨Warns for 2026 and warns that it may yet warn for 2025.
🚨"achieving this outcome for 2025 requires a significant step up in November and December performance" - nothing can go wrong to deliver it.
🚨Guides 2026 to be in line with 2025.
🚨Warns for 2026 and warns that it may yet warn for 2025.
🚨"achieving this outcome for 2025 requires a significant step up in November and December performance" - nothing can go wrong to deliver it.
🚨Guides 2026 to be in line with 2025.
#SAA.L - Profit warning 🚨
🚨Warns US Govt shutdown has "materially impact our prior growth and profitability expectations". Impact not recoverable in CY.
🚨Rev to be down 7% & op profit now £26-28m.
❌Does not state expectations for op profit which seemt to have been £35.2m.
🚨Warns US Govt shutdown has "materially impact our prior growth and profitability expectations". Impact not recoverable in CY.
🚨Rev to be down 7% & op profit now £26-28m.
❌Does not state expectations for op profit which seemt to have been £35.2m.
November 24, 2025 at 7:28 AM
#SAA.L - Profit warning 🚨
🚨Warns US Govt shutdown has "materially impact our prior growth and profitability expectations". Impact not recoverable in CY.
🚨Rev to be down 7% & op profit now £26-28m.
❌Does not state expectations for op profit which seemt to have been £35.2m.
🚨Warns US Govt shutdown has "materially impact our prior growth and profitability expectations". Impact not recoverable in CY.
🚨Rev to be down 7% & op profit now £26-28m.
❌Does not state expectations for op profit which seemt to have been £35.2m.
#WCW.L - Cash Offer
➡️Offer from PhillipsCapital at 14p, an 86.67% premium on Friday closing price, and takes SP back to July 2025 levels...
Apparently PhillipsCapital has a "great admiration for the Walker Crips business, people and brand heritage", but perhaps not the SP performance... 🤔
➡️Offer from PhillipsCapital at 14p, an 86.67% premium on Friday closing price, and takes SP back to July 2025 levels...
Apparently PhillipsCapital has a "great admiration for the Walker Crips business, people and brand heritage", but perhaps not the SP performance... 🤔
November 24, 2025 at 7:12 AM
#WCW.L - Cash Offer
➡️Offer from PhillipsCapital at 14p, an 86.67% premium on Friday closing price, and takes SP back to July 2025 levels...
Apparently PhillipsCapital has a "great admiration for the Walker Crips business, people and brand heritage", but perhaps not the SP performance... 🤔
➡️Offer from PhillipsCapital at 14p, an 86.67% premium on Friday closing price, and takes SP back to July 2025 levels...
Apparently PhillipsCapital has a "great admiration for the Walker Crips business, people and brand heritage", but perhaps not the SP performance... 🤔
#SNX.L - Contract Extension
➡️5-year extension of framework agreement with Stagecoach.
Good to see a long-standing agreement is renewed but shame there is no update on May's announcement of "Ocular's new On-Board Hub solution" agreement with Stagecoach as part of this extension...
➡️5-year extension of framework agreement with Stagecoach.
Good to see a long-standing agreement is renewed but shame there is no update on May's announcement of "Ocular's new On-Board Hub solution" agreement with Stagecoach as part of this extension...
November 24, 2025 at 7:08 AM
#SNX.L - Contract Extension
➡️5-year extension of framework agreement with Stagecoach.
Good to see a long-standing agreement is renewed but shame there is no update on May's announcement of "Ocular's new On-Board Hub solution" agreement with Stagecoach as part of this extension...
➡️5-year extension of framework agreement with Stagecoach.
Good to see a long-standing agreement is renewed but shame there is no update on May's announcement of "Ocular's new On-Board Hub solution" agreement with Stagecoach as part of this extension...
#PAY.L - Director Buy
CEO puts his hand in his pocket and buys £134.5k of shares, which looks a reasonable sum.
I view yesterday's SP fall as significantly overdone, so suspect buys later in the day yesterday may well prove to be canny purchases...
CEO puts his hand in his pocket and buys £134.5k of shares, which looks a reasonable sum.
I view yesterday's SP fall as significantly overdone, so suspect buys later in the day yesterday may well prove to be canny purchases...
November 21, 2025 at 7:47 AM
#PAY.L - Director Buy
CEO puts his hand in his pocket and buys £134.5k of shares, which looks a reasonable sum.
I view yesterday's SP fall as significantly overdone, so suspect buys later in the day yesterday may well prove to be canny purchases...
CEO puts his hand in his pocket and buys £134.5k of shares, which looks a reasonable sum.
I view yesterday's SP fall as significantly overdone, so suspect buys later in the day yesterday may well prove to be canny purchases...