TraderMark72
@tradermark72.bsky.social
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
I often have positions in shares I mention.
No advice intended please DYOR
#OTB Deutsche Bank raise TP to 345p from 320p.
#OTB FY Results. Record TTV with adj. PBT increased 20% to £35m with cash at £91.7m. 14% of share capital purchased un buybacks. Winter 15% ahead YOY, Summer already 8% ahead and building. Confident of delivering FY26 in line.
December 3, 2025 at 7:11 AM
#OTB Deutsche Bank raise TP to 345p from 320p.
#MONY TS. FY expectations unchanged. Continued to deliver growth, SuperSaver club at 2m members with significant potential, expects easing headwinds in FY26.
December 3, 2025 at 7:05 AM
#MONY TS. FY expectations unchanged. Continued to deliver growth, SuperSaver club at 2m members with significant potential, expects easing headwinds in FY26.
#OTB FY Results. Record TTV with adj. PBT increased 20% to £35m with cash at £91.7m. 14% of share capital purchased un buybacks. Winter 15% ahead YOY, Summer already 8% ahead and building. Confident of delivering FY26 in line.
December 2, 2025 at 7:16 AM
#OTB FY Results. Record TTV with adj. PBT increased 20% to £35m with cash at £91.7m. 14% of share capital purchased un buybacks. Winter 15% ahead YOY, Summer already 8% ahead and building. Confident of delivering FY26 in line.
#RNWH FY Results. In line with TU with record revenue and order book with modest net cash. Scale of opportunity in Transmission and Distribution has “exceeded our expectations”. Strong position for remainder of CP7.
November 25, 2025 at 7:08 AM
#RNWH FY Results. In line with TU with record revenue and order book with modest net cash. Scale of opportunity in Transmission and Distribution has “exceeded our expectations”. Strong position for remainder of CP7.
I hereby give fair warning that against my better judgement, I have been coerced into putting the Xmas Decorations up early. I take no credit or responsibility if this subsequently results in an early Santa Rally or a large correction.
Bah humbug.
Bah humbug.
November 21, 2025 at 1:49 PM
I hereby give fair warning that against my better judgement, I have been coerced into putting the Xmas Decorations up early. I take no credit or responsibility if this subsequently results in an early Santa Rally or a large correction.
Bah humbug.
Bah humbug.
#XPS. Cavendish updated their Broker Note yesterday reiterating their Buy with 410p TP and a further note today entitled “Share Price Reaction Unjustified”. I agree but maybe trying too hard?
November 21, 2025 at 7:26 AM
#XPS. Cavendish updated their Broker Note yesterday reiterating their Buy with 410p TP and a further note today entitled “Share Price Reaction Unjustified”. I agree but maybe trying too hard?
November 21, 2025 at 7:15 AM
#KGH TU. Revenue increase 30% to £103.2m with underlying PBT at £16.4m. Looks like a stronger H2 expected which would put it ahead of consensus though states confident in delivering full year in line with expectations.
November 21, 2025 at 7:10 AM
#KGH TU. Revenue increase 30% to £103.2m with underlying PBT at £16.4m. Looks like a stronger H2 expected which would put it ahead of consensus though states confident in delivering full year in line with expectations.
#XPS H1 Res. Revenue +13% with Adj PBT +5%. Trading in line with FY expectations. Pensions industry changes expected to unfold over many years, driving increasing need for services.
November 20, 2025 at 7:15 AM
#XPS H1 Res. Revenue +13% with Adj PBT +5%. Trading in line with FY expectations. Pensions industry changes expected to unfold over many years, driving increasing need for services.
#GFRD Cavendish notes the positive AGM statement and leaves TP unchanged at 670p discounting back from 2030 targets. Notes FCF yield of 6-8% and Divi Yield at 4-5% over the next 3 years.
November 17, 2025 at 8:22 AM
#GFRD Cavendish notes the positive AGM statement and leaves TP unchanged at 670p discounting back from 2030 targets. Notes FCF yield of 6-8% and Divi Yield at 4-5% over the next 3 years.
#GFRD Panmure maintain Buy with 580p TP.
Expects further national progress and confidence in consensus estimates.
Expects further national progress and confidence in consensus estimates.
#GFRD AGM TS. Trading is in line with expectations with positive momentum. 92% of FY26 and 75% of FY27 revenue secured.
November 13, 2025 at 7:35 AM
#GFRD Panmure maintain Buy with 580p TP.
Expects further national progress and confidence in consensus estimates.
Expects further national progress and confidence in consensus estimates.
November 13, 2025 at 7:10 AM
#TW. TU. Expects FY in line with previous guidance despite recent softer sales rate ahead of the budget. Well positioned for an improving planning environment.
November 12, 2025 at 7:10 AM
#TW. TU. Expects FY in line with previous guidance despite recent softer sales rate ahead of the budget. Well positioned for an improving planning environment.
#HFG Shore Capital lower FY25 PBT 4% to £73m and FY26 17% to £67m
#HFG Q3 TS. Guides PBT lower at £72m to £75m with consensus around £77m as regulatory restrictions to the US impact the fish business. Expects profit progression in 2026 to be ‘difficult’.
November 11, 2025 at 7:19 AM
#HFG Shore Capital lower FY25 PBT 4% to £73m and FY26 17% to £67m