JohnM_AIM
johnm-aim.bsky.social
JohnM_AIM
@johnm-aim.bsky.social
Investor/Trader mainly in UK. Messages just my personal opinion
Hold #aaz #avap #caml #msi #slp #srb
Trade in #elix #gmr #hvo #rcfx $scz #v3tc #xps #yca
The Sting was definitely good.
September 16, 2025 at 6:37 PM
#XPS.L - Noticed its back under 340p & mxap now £700m

Thinking maybe an opportunity
September 4, 2025 at 6:23 PM
Reposted by JohnM_AIM
Agreed. I felt the answer to the question on why Rev fell short in the 1H was very illuminating & should have been volunteered by management to help aid investor understanding of a small impact in an otherwise solid progression.

Results presentation worth reviewing:
www.costain.com/media/wr5dpk...
www.costain.com
August 22, 2025 at 6:28 AM
Nice one mate!!
August 20, 2025 at 7:11 PM
Adj PBT down but is c15% drop overdone on #cost.l given confidence in order book, plus buybacks & increased div?
August 20, 2025 at 7:42 AM
UK inflation rises from 3:6% to 3.8% in July. Higher than economists expected (3.7%)

Read that behind the UK inflation, a food price problem:

Mainly beef, chocolates and instant coffee in July.
August 20, 2025 at 6:50 AM
Reads well & hopefully is positive for the sector generally. My choice VTY
August 12, 2025 at 7:27 AM