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
#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
#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 7:15 AM
#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’.
#FOUR TS. Revenue at the upper end of forecasts at 2% below last year with PBT above forecast range. Order intake 3% below with gross margin just below 33% as tariff impact phased later than expected. Expects to continue to navigate market conditions.
November 11, 2025 at 7:06 AM
#FOUR TS. Revenue at the upper end of forecasts at 2% below last year with PBT above forecast range. Order intake 3% below with gross margin just below 33% as tariff impact phased later than expected. Expects to continue to navigate market conditions.
#MEGP FY TU. Record PBT albeit a marginal miss on expectations by the looks. Laundry still growth area with slight reduction in photo. Strategic review ongoing.
November 7, 2025 at 7:10 AM
#MEGP FY TU. Record PBT albeit a marginal miss on expectations by the looks. Laundry still growth area with slight reduction in photo. Strategic review ongoing.
#KIE hosting a trip out to a WTW. Wonder why they aren’t going to a STW - be far more entertaining….where there’s muck there’s brass and all that.
November 6, 2025 at 7:15 AM
#KIE hosting a trip out to a WTW. Wonder why they aren’t going to a STW - be far more entertaining….where there’s muck there’s brass and all that.
#VTY TU. Expectations unchanged with sales rate up 11% over the same period last year. Order book at £4.3bn, build cost inflation in line at low single digit %. Net debt reduction expected at December. Significant medium term opportunities.
November 6, 2025 at 7:08 AM
#VTY TU. Expectations unchanged with sales rate up 11% over the same period last year. Order book at £4.3bn, build cost inflation in line at low single digit %. Net debt reduction expected at December. Significant medium term opportunities.
#TRN H1 Results. Increased ticket sales, revenue, Op profit and EPS. “Europes most downloaded rail app”. Further growth and profitability expected as guidance raised.
Rival threat overblown?
Rival threat overblown?
November 5, 2025 at 7:16 AM
#TRN H1 Results. Increased ticket sales, revenue, Op profit and EPS. “Europes most downloaded rail app”. Further growth and profitability expected as guidance raised.
Rival threat overblown?
Rival threat overblown?
#TUNE H1 Results. Sales growth and revenue increase with Gross Margin after US tariff mitigations measures. Outlook in line with healthy demand for products.
November 4, 2025 at 7:12 AM
#TUNE H1 Results. Sales growth and revenue increase with Gross Margin after US tariff mitigations measures. Outlook in line with healthy demand for products.
#BBSN confirm press speculation regarding a £50m offer for M+C Saatchi Performance. Expected to be materially accretive to be funded by £25m new bank facility and a further placing.
November 3, 2025 at 7:04 AM
#BBSN confirm press speculation regarding a £50m offer for M+C Saatchi Performance. Expected to be materially accretive to be funded by £25m new bank facility and a further placing.
Weekend away in Richmond (Yorks) for Mrs TMs birthday. A lovely Autumnal walk after a fantastic meal out last night (with far too much wine). Love this place.
November 1, 2025 at 11:33 AM
Weekend away in Richmond (Yorks) for Mrs TMs birthday. A lovely Autumnal walk after a fantastic meal out last night (with far too much wine). Love this place.
#GDWN TU. What a great statement and possibly the only positive use of the word “However” Ive seen. 100% increase in profit and a Special Dividend of 532p.
October 27, 2025 at 7:07 AM
#GDWN TU. What a great statement and possibly the only positive use of the word “However” Ive seen. 100% increase in profit and a Special Dividend of 532p.
#ALU Cavendish reduce FY26 EPS 5.9% and FY27 1.9% but maintain TP of 442p as shares remain at 18% discount to peers.
#ALU AGM TS. UK remains subdued with project delays, overseas sales below prior year as majority of Hong Kong shipments completed though “significant” early stage opportunities being progressed. H2 weighting expected. Short term warning of a warning?
October 24, 2025 at 6:29 AM
#ALU Cavendish reduce FY26 EPS 5.9% and FY27 1.9% but maintain TP of 442p as shares remain at 18% discount to peers.
#ALU AGM TS. UK remains subdued with project delays, overseas sales below prior year as majority of Hong Kong shipments completed though “significant” early stage opportunities being progressed. H2 weighting expected. Short term warning of a warning?
October 24, 2025 at 6:10 AM
#ALU AGM TS. UK remains subdued with project delays, overseas sales below prior year as majority of Hong Kong shipments completed though “significant” early stage opportunities being progressed. H2 weighting expected. Short term warning of a warning?
#HTG Q3 TU. YOY EBITDA +15%. Expects FY at the lower end of guidance due to EMEA restructuring disruption. North America marginally ahead and Asia in line.
October 23, 2025 at 6:15 AM
#HTG Q3 TU. YOY EBITDA +15%. Expects FY at the lower end of guidance due to EMEA restructuring disruption. North America marginally ahead and Asia in line.
#BMY H1 Results. Revenue and PBT below same strong period last year with FY now expected to be Ahead of Expectations. Academic & Professional remains challenging.
October 23, 2025 at 6:09 AM
#BMY H1 Results. Revenue and PBT below same strong period last year with FY now expected to be Ahead of Expectations. Academic & Professional remains challenging.