#IMI Good to see EPS guidances raised at IMI even if it looks to be due to a division that they’re selling 🤷🏻♀️:
“We have increased our full year earnings guidance, principally reflecting the additional contribution from Truflo Marine ahead of its disposal”
#HTG Sadly it’s a Profit Warning ⚠️
Middle East Conflict plus Titan Q4 concerns “have led to us reducing our FY 2026 guidance, with EBITDA now likely to be in the range of $128-$133 million”
*and no bonus point for incl what market expectations are ☹️
I hold (sofa 🛋️on standby)
Its Wednesday 28th October so Happy Budget Day everyone 😳
#budgetday #feelthepain
#LBG There’s quite a bit going on at LBG so it’s reassuring to get an inline TU (as I’ve recently bought a new high risk opening position)
Revenue from Indirect has collapsed
The Uncovered acquisition used up their cash pile (& there’s now -£5.8m) so all eyes on it delivering now
#REVB The turnaround continues
Positive at EBITDA but still loss making (though significantly reduced)
Guides to top end of expectations as we enter the key Christmas period (having already upgraded)
The market may be disappointed with no further upgrades, let’s see 👀
I hold
#CCC Computacenter are certainly on a role at the moment so well done to shareholders 👍
Q3 now ahead of expectations with:
“record committed product order backlog1 of £12.6bn, versus £9.3bn at the end of June, and a strong pipeline of opportunities in North America and the UK”
#PLUS a very nice start of the week for Plus 500 shareholders with my favourite expression, ahead of expectations for revenue and EBITDA (grrr)
Better performance due to continued market & product expansion and acquisitions
Good to see (even if I’ve never owned it 🙄)
#DEBS An improving picture but still loss making:
“Both periods include non-cash lease credits (c.£40m relating to the US distribution centre sublease; H1 FY26: £34.3m relating to Daventry); excluding them, the loss before tax narrowed from c.£52m to c.£12m” 👀
You know you’re in for a tough day when even the London stock exchange RNS service isn’t working 🤦🏻♀️
Off to Investegate I go…
#ATG Looks to be trading ok, guides FY26 revenue & EBITDA slightly ahead
2 things look interesting here:
1 Will FitzWalters return with a fresh bid approach
2 The form the capital return will take “the Board is considering options for returning excess capital to shareholders”👀
#NIOX looks like Niox’s Tender Offer was ridiculously oversubscribed😳
Shareholders were given the opportunity to tender 3.7% of their shareholding at 80p
Turns out 51.1% of all the company’s shares attempted to be tendered
Given the share price is currently 66p I can see why🤷🏻♀️
#MSI are really spoiling us now a second contract announcement in 1 month!
And this ones also a goodie
It’s to provide 12 Gunn systems to the German navy’s F128 programme with a total value of £29.7m
I hold & may now need to go for a little lie down…
#AT. Another Day Another Takeover
This time the previously proposed bid for Ashtead Technology becomes a recommended bid at 615p cash
The shares closed at 530p last night suggesting the market wasn’t sure this was going to happen
Looks a reasonable premium for shareholders 👍
#DFS It’s interesting to see the changes in the top shareholders list at DFS Furniture 👀
Fidelity have further sold down their holding from 9.46% to just 4.71% now
While we’re yet to hear who’s bought them its possible that Man Li Wong has increased his shareholding🤔
I hold
#GEN Genuit/ex Polypipe is on my recovery watchlist but after todays TU it can languish there a bit longer
It’s a Profit Warning ⚠️ due to the warmer weather
‘Challenging’ doing the heavy lifting as they lower PBT to £84m from £91-96m
*a bonus point for incl market expectations
#CRPR What a difference a month makes
From inline in early September to an ahead of expectations in October👍
It’s the paper & packaging division which has performed better
EBITDA now 10-20% ahead of expectations
*tho it would be nice to know the impact on profitability too🤔
There was far too much red in my portfolio today & not enough blue
So here’s a photo of Brora enjoying our beach walk earlier today
💯 blue
#GAMA Gamma & it’s prospective bride👰 Epiris remind shareholders that they are the only gig in town & they’d better get a wriggle on & vote if they want the deal to go through
Shareholders meeting adjourned to give recent shareholders (merger arbitrage funds) time to vote
🤔hmm
#VLX Volex shares have twice now bumped their head on the 700p level & fallen back- will today’s TU be enough to push them above it ⛰️?
Record revenue & Profit to be towards the upper end of expectations at c$150m 👍
*and a bonus point for including what market expectations are
