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
#RNWH CEO asked me if Id arrived by train. Told him no and he said they’d been working to reline the Standedge Tunnel after the recent fire. Re-opening today thanks to their response and kit.
www.bbc.co.uk/news/article...
www.bbc.co.uk/news/article...
Standedge Railway tunnel to reopen after fire disrupts trains
Railway services between Leeds and Manchester have been disrupted since the fire on Sunday.
www.bbc.co.uk
January 29, 2026 at 1:37 PM
#RNWH CEO asked me if Id arrived by train. Told him no and he said they’d been working to reline the Standedge Tunnel after the recent fire. Re-opening today thanks to their response and kit.
www.bbc.co.uk/news/article...
www.bbc.co.uk/news/article...
Very interesting AGM - the only shareholder in attendance and a lovely chat with the board. Main take aways - main market move its not the right time. Too many IHT funds holding at the moment bit do want to consider expanding the shareholder base in future.
#RNWH AGM* TU. Record order book of £924m gives confidence in meeting FY expectations. A number of M&A opportunities. Well positioned to capitalise on long term opportunities.
*I’m attending.
*I’m attending.
January 29, 2026 at 11:47 AM
Very interesting AGM - the only shareholder in attendance and a lovely chat with the board. Main take aways - main market move its not the right time. Too many IHT funds holding at the moment bit do want to consider expanding the shareholder base in future.
#TPFG Cannaccord leave TP at 637p, Cavendish leave TP at 710p.
#TPFG FY TU. Significant organic growth with Profitability expected slightly ahead of expectations. FY26 has started with a strong sales pipeline and expects further growth across all divisions.
January 29, 2026 at 7:23 AM
#TPFG Cannaccord leave TP at 637p, Cavendish leave TP at 710p.
#TPFG FY TU. Significant organic growth with Profitability expected slightly ahead of expectations. FY26 has started with a strong sales pipeline and expects further growth across all divisions.
January 29, 2026 at 7:08 AM
#TPFG FY TU. Significant organic growth with Profitability expected slightly ahead of expectations. FY26 has started with a strong sales pipeline and expects further growth across all divisions.
#RNWH AGM* TU. Record order book of £924m gives confidence in meeting FY expectations. A number of M&A opportunities. Well positioned to capitalise on long term opportunities.
*I’m attending.
*I’m attending.
January 29, 2026 at 7:04 AM
#RNWH AGM* TU. Record order book of £924m gives confidence in meeting FY expectations. A number of M&A opportunities. Well positioned to capitalise on long term opportunities.
*I’m attending.
*I’m attending.
#MER Sizeable Contract Win to provide services to Birmingham City Council housing stock worth £450m over 10years with option to extend for a further 5.
January 28, 2026 at 7:11 AM
#MER Sizeable Contract Win to provide services to Birmingham City Council housing stock worth £450m over 10years with option to extend for a further 5.
#COST Cavendish raise TP to 297p from 215p.
#COST. Panmure maintain TP 190p. Reduces FY25 and FY 26 EPS 5% and 3% respectively. Increases FY27 5%. Remains bullish on UK infrastructure.
#COST FY TU. Op. Profit in line, margin expected to exceed 4.5% run rate, net cash of £190m, ahead of expectations, expects further progress in FY26 and beyond. Dividend parity removed, expects to increase to 3.0x cover. £20m buy ack to commence in FY26.
January 27, 2026 at 7:09 AM
#COST Cavendish raise TP to 297p from 215p.
#COST. Panmure maintain TP 190p. Reduces FY25 and FY 26 EPS 5% and 3% respectively. Increases FY27 5%. Remains bullish on UK infrastructure.
#COST FY TU. Op. Profit in line, margin expected to exceed 4.5% run rate, net cash of £190m, ahead of expectations, expects further progress in FY26 and beyond. Dividend parity removed, expects to increase to 3.0x cover. £20m buy ack to commence in FY26.
January 26, 2026 at 7:23 AM
#COST. Panmure maintain TP 190p. Reduces FY25 and FY 26 EPS 5% and 3% respectively. Increases FY27 5%. Remains bullish on UK infrastructure.
#COST FY TU. Op. Profit in line, margin expected to exceed 4.5% run rate, net cash of £190m, ahead of expectations, expects further progress in FY26 and beyond. Dividend parity removed, expects to increase to 3.0x cover. £20m buy ack to commence in FY26.
January 26, 2026 at 7:06 AM
#COST FY TU. Op. Profit in line, margin expected to exceed 4.5% run rate, net cash of £190m, ahead of expectations, expects further progress in FY26 and beyond. Dividend parity removed, expects to increase to 3.0x cover. £20m buy ack to commence in FY26.
The lengths we go to in the pursuit of marginal gains. Clearly doesn’t just apply to our portfolios…
January 25, 2026 at 12:47 PM
The lengths we go to in the pursuit of marginal gains. Clearly doesn’t just apply to our portfolios…
#CVSG with an annoying lunchtime TU chucked with the Main Market move confirmation from. 29th Jan. Looks inline albeit adj. EBITDA 🙄and expects FY inline.
January 23, 2026 at 12:50 PM
#CVSG with an annoying lunchtime TU chucked with the Main Market move confirmation from. 29th Jan. Looks inline albeit adj. EBITDA 🙄and expects FY inline.
#MAB1 FY TU. Revenue growth of 19% with PBT increased 12%. Momentum into 2026 and trading in line, expects to see a modest release of pent up demand early.
January 22, 2026 at 7:12 AM
#MAB1 FY TU. Revenue growth of 19% with PBT increased 12%. Momentum into 2026 and trading in line, expects to see a modest release of pent up demand early.
#GFRD - Panmure increase TP to 600p from 580p. Cavendish unchanged at 670p.
#GFRD H1 TU. Trading ahead of prior year and board expectations. Expects FY Revenue at the upper end of expectations and PBT slightly above top end of expectations. Order book and average month end net cash increased.
January 21, 2026 at 7:28 AM
#GFRD - Panmure increase TP to 600p from 580p. Cavendish unchanged at 670p.
#GFRD H1 TU. Trading ahead of prior year and board expectations. Expects FY Revenue at the upper end of expectations and PBT slightly above top end of expectations. Order book and average month end net cash increased.
January 21, 2026 at 7:10 AM
#GFRD H1 TU. Trading ahead of prior year and board expectations. Expects FY Revenue at the upper end of expectations and PBT slightly above top end of expectations. Order book and average month end net cash increased.
#IBST FY TU. Revenue and volume marginally up on the prior year despite a more challenging H2. Markets expected to remain subdued with pace and timing of recovery uncertain. Cost reduction measures and pricing action expected.
January 20, 2026 at 7:23 AM
#IBST FY TU. Revenue and volume marginally up on the prior year despite a more challenging H2. Markets expected to remain subdued with pace and timing of recovery uncertain. Cost reduction measures and pricing action expected.
#FOUR FY TU. Revenue and profit above the upper end of analyst forecasts and marginally down on prior year despite the volatile environment. Strong cash generations and confident in navigating market conditions.
January 20, 2026 at 7:11 AM
#FOUR FY TU. Revenue and profit above the upper end of analyst forecasts and marginally down on prior year despite the volatile environment. Strong cash generations and confident in navigating market conditions.
#KIE H1 TS. In line with order book increased to £11.6bn at record level, achieved average month end net cash position, expects period end net cash substantially above same period last year. 94% of FY26 revenue visibility. Good momentum into H2.
January 20, 2026 at 7:11 AM
#KIE H1 TS. In line with order book increased to £11.6bn at record level, achieved average month end net cash position, expects period end net cash substantially above same period last year. 94% of FY26 revenue visibility. Good momentum into H2.
#MSLH FY TU. Expects PBT inline with expectations. Revenues up 2% overall on the previous year. Outlook uncertain and not expecting significant improvement in 2026.
Remains on my watchlist.
Remains on my watchlist.
January 19, 2026 at 7:23 AM
#MSLH FY TU. Expects PBT inline with expectations. Revenues up 2% overall on the previous year. Outlook uncertain and not expecting significant improvement in 2026.
Remains on my watchlist.
Remains on my watchlist.
January 19, 2026 at 7:16 AM