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
#MER Panmure raise PBT expectations to £61m from £58m. FY26 and 27 unchanged currently. TP 499p.
#MER issues a TS before a more detailed TS and goes a bit GAWesque.
FY PBT expected at top end of guidance.
FY PBT expected at top end of guidance.
December 8, 2025 at 7:59 AM
#MER Panmure raise PBT expectations to £61m from £58m. FY26 and 27 unchanged currently. TP 499p.
#CKN
Latest BDI shows quite an uplift in H2. ChatGPT data analysis is suggesting to me this isn’t reflected in current forecasts based on historic correlation even with adverse exchange rate movements.
TS expected January.
Please DYOR.
Latest BDI shows quite an uplift in H2. ChatGPT data analysis is suggesting to me this isn’t reflected in current forecasts based on historic correlation even with adverse exchange rate movements.
TS expected January.
Please DYOR.
December 7, 2025 at 5:51 PM
#CKN
Latest BDI shows quite an uplift in H2. ChatGPT data analysis is suggesting to me this isn’t reflected in current forecasts based on historic correlation even with adverse exchange rate movements.
TS expected January.
Please DYOR.
Latest BDI shows quite an uplift in H2. ChatGPT data analysis is suggesting to me this isn’t reflected in current forecasts based on historic correlation even with adverse exchange rate movements.
TS expected January.
Please DYOR.
Its my 10 year #GAW-versary today!
Initial purchase 611p 07/12/15.
Share price +3214%
Total Return +3644%
Dividends per share paid to date - 2670p.
Rule 1: Never Sell #GAW
Rule 2: See Rule 1.
Initial purchase 611p 07/12/15.
Share price +3214%
Total Return +3644%
Dividends per share paid to date - 2670p.
Rule 1: Never Sell #GAW
Rule 2: See Rule 1.
December 7, 2025 at 7:30 AM
Its my 10 year #GAW-versary today!
Initial purchase 611p 07/12/15.
Share price +3214%
Total Return +3644%
Dividends per share paid to date - 2670p.
Rule 1: Never Sell #GAW
Rule 2: See Rule 1.
Initial purchase 611p 07/12/15.
Share price +3214%
Total Return +3644%
Dividends per share paid to date - 2670p.
Rule 1: Never Sell #GAW
Rule 2: See Rule 1.
#TPFG
Canaccord maintain TP of 637p with a slight FY25 increase of 2% and FY26/FY27 unchanged.
Cavendish also increase FY25 2% leaving forecasts unchanged until results with TP 710p.
Canaccord maintain TP of 637p with a slight FY25 increase of 2% and FY26/FY27 unchanged.
Cavendish also increase FY25 2% leaving forecasts unchanged until results with TP 710p.
December 5, 2025 at 7:32 AM
#TPFG
Canaccord maintain TP of 637p with a slight FY25 increase of 2% and FY26/FY27 unchanged.
Cavendish also increase FY25 2% leaving forecasts unchanged until results with TP 710p.
Canaccord maintain TP of 637p with a slight FY25 increase of 2% and FY26/FY27 unchanged.
Cavendish also increase FY25 2% leaving forecasts unchanged until results with TP 710p.
#SPA NUAR Contract with OS. I spoke with them about this issue at Mello about this last year. Much needed given the patchwork coverage and delay we have getting records. Good to see it progress.
(I don’t hold)
(I don’t hold)
December 5, 2025 at 7:13 AM
#SPA NUAR Contract with OS. I spoke with them about this issue at Mello about this last year. Much needed given the patchwork coverage and delay we have getting records. Good to see it progress.
(I don’t hold)
(I don’t hold)
#TPFG FY TS. Reports “significant organic growth” and expects PBT to be “at least in line with expectations”. Expects further growth in FY26.
December 4, 2025 at 7:04 AM
#TPFG FY TS. Reports “significant organic growth” and expects PBT to be “at least in line with expectations”. Expects further growth in FY26.
#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.