Alex
@investoralex.bsky.social
Full time Investor, mainly in UK Small Caps
Reposted by Alex
#HSP.L - AGM TU
➡️YTD trading over all 3 business units is in line with expectations throughout the period.
➡️"positive momentum in the infrastructure sector has continued into the current financial year"
➡️"The Board remains confident in delivering FY results in line with market expectations"
➡️YTD trading over all 3 business units is in line with expectations throughout the period.
➡️"positive momentum in the infrastructure sector has continued into the current financial year"
➡️"The Board remains confident in delivering FY results in line with market expectations"
October 29, 2025 at 7:21 AM
#HSP.L - AGM TU
➡️YTD trading over all 3 business units is in line with expectations throughout the period.
➡️"positive momentum in the infrastructure sector has continued into the current financial year"
➡️"The Board remains confident in delivering FY results in line with market expectations"
➡️YTD trading over all 3 business units is in line with expectations throughout the period.
➡️"positive momentum in the infrastructure sector has continued into the current financial year"
➡️"The Board remains confident in delivering FY results in line with market expectations"
Reposted by Alex
#GDWN.L - TU
✅Holders to "expect a material increase in the Group's profitability"
✅Trading PBT for FY26 to be £71m+, up 100% vs PY.
✅"confident in the Group's ability to continue to grow its activity & profitability"
✅Order book at £365m & more to come!
✅Special divi of 532p.
✅Holders to "expect a material increase in the Group's profitability"
✅Trading PBT for FY26 to be £71m+, up 100% vs PY.
✅"confident in the Group's ability to continue to grow its activity & profitability"
✅Order book at £365m & more to come!
✅Special divi of 532p.
October 27, 2025 at 7:08 AM
#GDWN.L - TU
✅Holders to "expect a material increase in the Group's profitability"
✅Trading PBT for FY26 to be £71m+, up 100% vs PY.
✅"confident in the Group's ability to continue to grow its activity & profitability"
✅Order book at £365m & more to come!
✅Special divi of 532p.
✅Holders to "expect a material increase in the Group's profitability"
✅Trading PBT for FY26 to be £71m+, up 100% vs PY.
✅"confident in the Group's ability to continue to grow its activity & profitability"
✅Order book at £365m & more to come!
✅Special divi of 532p.
Reposted by Alex
#MSI.L - Contracts
2 pieces of contract news today:
1️⃣$34.5m supply of Gun Mounts to US Navy to complete by end Dec-26. No longer term contract - annual renewals likely for now.
2️⃣$7.6m contract amendment for Electro-Optical Sight Systems to complete by Nov-26.
2 pieces of contract news today:
1️⃣$34.5m supply of Gun Mounts to US Navy to complete by end Dec-26. No longer term contract - annual renewals likely for now.
2️⃣$7.6m contract amendment for Electro-Optical Sight Systems to complete by Nov-26.
October 1, 2025 at 6:09 AM
#MSI.L - Contracts
2 pieces of contract news today:
1️⃣$34.5m supply of Gun Mounts to US Navy to complete by end Dec-26. No longer term contract - annual renewals likely for now.
2️⃣$7.6m contract amendment for Electro-Optical Sight Systems to complete by Nov-26.
2 pieces of contract news today:
1️⃣$34.5m supply of Gun Mounts to US Navy to complete by end Dec-26. No longer term contract - annual renewals likely for now.
2️⃣$7.6m contract amendment for Electro-Optical Sight Systems to complete by Nov-26.
Reposted by Alex
#W7L.L - Fascinating interview and very helpful regarding recent results and challenges/ opportunities for the business available for subscribers to Paul Scotts substack reports.
open.substack.com/pub/paulypil...
open.substack.com/pub/paulypil...
Warpaint (W7L) - Paul Scott interviews Sam Bazini, CEO
Listen now | Warpaint answers our questions after recent profit warning
open.substack.com
September 21, 2025 at 9:55 AM
#W7L.L - Fascinating interview and very helpful regarding recent results and challenges/ opportunities for the business available for subscribers to Paul Scotts substack reports.
open.substack.com/pub/paulypil...
open.substack.com/pub/paulypil...
Reposted by Alex
#ELIX.L - Interims & Acquisition
➡️Rev up 35%, adj PBT up 38%, EPS up 35%.
➡️"confident in delivering organic FY 25 trading results in line with market expectations"
➡️Acquires TRC Advisory for max $125m, with initial payments funded by debt and new shares. Price on EV/BS Earnings basis is 4.2x-7.8x.
➡️Rev up 35%, adj PBT up 38%, EPS up 35%.
➡️"confident in delivering organic FY 25 trading results in line with market expectations"
➡️Acquires TRC Advisory for max $125m, with initial payments funded by debt and new shares. Price on EV/BS Earnings basis is 4.2x-7.8x.
September 22, 2025 at 6:26 AM
#ELIX.L - Interims & Acquisition
➡️Rev up 35%, adj PBT up 38%, EPS up 35%.
➡️"confident in delivering organic FY 25 trading results in line with market expectations"
➡️Acquires TRC Advisory for max $125m, with initial payments funded by debt and new shares. Price on EV/BS Earnings basis is 4.2x-7.8x.
➡️Rev up 35%, adj PBT up 38%, EPS up 35%.
➡️"confident in delivering organic FY 25 trading results in line with market expectations"
➡️Acquires TRC Advisory for max $125m, with initial payments funded by debt and new shares. Price on EV/BS Earnings basis is 4.2x-7.8x.
Reposted by Alex
#PGH.L - Interims
➡️Rev up 11%, PBT up 68%, divi up 26% with an enhanced payout ratio going forwards.
➡️"record insurance sales driving double digit revenue growth"
➡️Q3 trading robust, strong sales continued, "confidence in achieving market expectations for the FY".
➡️"considerable room for growth"
➡️Rev up 11%, PBT up 68%, divi up 26% with an enhanced payout ratio going forwards.
➡️"record insurance sales driving double digit revenue growth"
➡️Q3 trading robust, strong sales continued, "confidence in achieving market expectations for the FY".
➡️"considerable room for growth"
September 16, 2025 at 6:10 AM
#PGH.L - Interims
➡️Rev up 11%, PBT up 68%, divi up 26% with an enhanced payout ratio going forwards.
➡️"record insurance sales driving double digit revenue growth"
➡️Q3 trading robust, strong sales continued, "confidence in achieving market expectations for the FY".
➡️"considerable room for growth"
➡️Rev up 11%, PBT up 68%, divi up 26% with an enhanced payout ratio going forwards.
➡️"record insurance sales driving double digit revenue growth"
➡️Q3 trading robust, strong sales continued, "confidence in achieving market expectations for the FY".
➡️"considerable room for growth"
Reposted by Alex
2/2
With the share count down 25% over the past 5 years, this has been EPS & divi enhancing.
Given the slower revenue transition away from hotel accommodation for asylum work, the company may be well positioned to extend buybacks.
With the share count down 25% over the past 5 years, this has been EPS & divi enhancing.
Given the slower revenue transition away from hotel accommodation for asylum work, the company may be well positioned to extend buybacks.
August 17, 2025 at 9:41 AM
2/2
With the share count down 25% over the past 5 years, this has been EPS & divi enhancing.
Given the slower revenue transition away from hotel accommodation for asylum work, the company may be well positioned to extend buybacks.
With the share count down 25% over the past 5 years, this has been EPS & divi enhancing.
Given the slower revenue transition away from hotel accommodation for asylum work, the company may be well positioned to extend buybacks.
Reposted by Alex
Last year in late Aug, #MER.L launched a £20m buyback. With daily net cash in the latest Interims similar to PY (albeit period end net cash lower), I am curious to see if a new buyback is announced this month... 🤔
1/2
1/2
August 17, 2025 at 9:41 AM
Last year in late Aug, #MER.L launched a £20m buyback. With daily net cash in the latest Interims similar to PY (albeit period end net cash lower), I am curious to see if a new buyback is announced this month... 🤔
1/2
1/2
Reposted by Alex
#FTC.L - Another upgrade!
✅Double upgrade - both FY25 & FY26 results to outperform.
✅Investment in manufacturing capacity will enable company to meet increasing customer demand.
✅As a result, BS Earnings for FY25 will beat expectations and strong performance expected to carry through into FY26.
✅Double upgrade - both FY25 & FY26 results to outperform.
✅Investment in manufacturing capacity will enable company to meet increasing customer demand.
✅As a result, BS Earnings for FY25 will beat expectations and strong performance expected to carry through into FY26.
May 6, 2025 at 6:18 AM
#FTC.L - Another upgrade!
✅Double upgrade - both FY25 & FY26 results to outperform.
✅Investment in manufacturing capacity will enable company to meet increasing customer demand.
✅As a result, BS Earnings for FY25 will beat expectations and strong performance expected to carry through into FY26.
✅Double upgrade - both FY25 & FY26 results to outperform.
✅Investment in manufacturing capacity will enable company to meet increasing customer demand.
✅As a result, BS Earnings for FY25 will beat expectations and strong performance expected to carry through into FY26.
Reposted by Alex
#SNX.L -
✅Rev up 13.6%, PBT up 57.3%, adj EPS up 52.1%, FY divi up 50%.
✅Adj PBT "materially ahead of recently upgraded market expectations".
✅"Continued momentum in contract wins"
➡️Outlook: To date in line with expectations, with a strong order book underpinning confident for FY25.
✅Rev up 13.6%, PBT up 57.3%, adj EPS up 52.1%, FY divi up 50%.
✅Adj PBT "materially ahead of recently upgraded market expectations".
✅"Continued momentum in contract wins"
➡️Outlook: To date in line with expectations, with a strong order book underpinning confident for FY25.
March 4, 2025 at 7:12 AM
#SNX.L -
✅Rev up 13.6%, PBT up 57.3%, adj EPS up 52.1%, FY divi up 50%.
✅Adj PBT "materially ahead of recently upgraded market expectations".
✅"Continued momentum in contract wins"
➡️Outlook: To date in line with expectations, with a strong order book underpinning confident for FY25.
✅Rev up 13.6%, PBT up 57.3%, adj EPS up 52.1%, FY divi up 50%.
✅Adj PBT "materially ahead of recently upgraded market expectations".
✅"Continued momentum in contract wins"
➡️Outlook: To date in line with expectations, with a strong order book underpinning confident for FY25.
Reposted by Alex
#SNX.L - Shore Capital upgrades FY25, raising Rev & PBT 5%-6% & raises FY26 Rev forecast.
The broker notes that despite recent progress, the valuation metrics in the following years mean "there is scope for further significant share price upside".
The broker notes that despite recent progress, the valuation metrics in the following years mean "there is scope for further significant share price upside".
#SNX.L -
✅Rev up 13.6%, PBT up 57.3%, adj EPS up 52.1%, FY divi up 50%.
✅Adj PBT "materially ahead of recently upgraded market expectations".
✅"Continued momentum in contract wins"
➡️Outlook: To date in line with expectations, with a strong order book underpinning confident for FY25.
✅Rev up 13.6%, PBT up 57.3%, adj EPS up 52.1%, FY divi up 50%.
✅Adj PBT "materially ahead of recently upgraded market expectations".
✅"Continued momentum in contract wins"
➡️Outlook: To date in line with expectations, with a strong order book underpinning confident for FY25.
March 4, 2025 at 7:18 AM
#SNX.L - Shore Capital upgrades FY25, raising Rev & PBT 5%-6% & raises FY26 Rev forecast.
The broker notes that despite recent progress, the valuation metrics in the following years mean "there is scope for further significant share price upside".
The broker notes that despite recent progress, the valuation metrics in the following years mean "there is scope for further significant share price upside".
Some help please
I am look at Filtronic's interim results
Is the Deferred Income the same as Deferred Revenue Creditors?
thanks
I am look at Filtronic's interim results
Is the Deferred Income the same as Deferred Revenue Creditors?
thanks
February 15, 2025 at 11:22 PM
Some help please
I am look at Filtronic's interim results
Is the Deferred Income the same as Deferred Revenue Creditors?
thanks
I am look at Filtronic's interim results
Is the Deferred Income the same as Deferred Revenue Creditors?
thanks
Reposted by Alex
#FTC.L - Another SpaceX contract win!
🚀A "significant new contract win" with SpaceX for $20.9m to be fulfilled over the coming 2 years.
🚀"Consequently, the Board is now confident the business will exceed current market expectations for revenue and profit in both FY2025 and FY2026"
🚀A "significant new contract win" with SpaceX for $20.9m to be fulfilled over the coming 2 years.
🚀"Consequently, the Board is now confident the business will exceed current market expectations for revenue and profit in both FY2025 and FY2026"
February 10, 2025 at 7:04 AM
#FTC.L - Another SpaceX contract win!
🚀A "significant new contract win" with SpaceX for $20.9m to be fulfilled over the coming 2 years.
🚀"Consequently, the Board is now confident the business will exceed current market expectations for revenue and profit in both FY2025 and FY2026"
🚀A "significant new contract win" with SpaceX for $20.9m to be fulfilled over the coming 2 years.
🚀"Consequently, the Board is now confident the business will exceed current market expectations for revenue and profit in both FY2025 and FY2026"
Reposted by Alex
🔥 #TWINPETESINVESTING #Podcast 146: With special guest PaulEdenbrow🌟, strategies for investing in winning fledgling growth #stocks. #SUP #ALU #NXT #GMS #MCB #TFW #CGEO #RNO #TIME #MTL #UKOG #Dividends & more www.conkers3.com/twin-petes-i...
open.spotify.com/episode/6wyC...
youtu.be/HjmwsW98cvY?...
open.spotify.com/episode/6wyC...
youtu.be/HjmwsW98cvY?...
February 10, 2025 at 8:02 AM
🔥 #TWINPETESINVESTING #Podcast 146: With special guest PaulEdenbrow🌟, strategies for investing in winning fledgling growth #stocks. #SUP #ALU #NXT #GMS #MCB #TFW #CGEO #RNO #TIME #MTL #UKOG #Dividends & more www.conkers3.com/twin-petes-i...
open.spotify.com/episode/6wyC...
youtu.be/HjmwsW98cvY?...
open.spotify.com/episode/6wyC...
youtu.be/HjmwsW98cvY?...
#GMS Seafox International have Reduced Holding today to 4.981338%, meaning they sold 9,257,691 shares and now have 53,297,645 left.
If they are going to a holding of zero then 5-6 more sales and hopefully then it will start to climb
If they are going to a holding of zero then 5-6 more sales and hopefully then it will start to climb
February 7, 2025 at 9:59 PM
#GMS Seafox International have Reduced Holding today to 4.981338%, meaning they sold 9,257,691 shares and now have 53,297,645 left.
If they are going to a holding of zero then 5-6 more sales and hopefully then it will start to climb
If they are going to a holding of zero then 5-6 more sales and hopefully then it will start to climb
Reposted by Alex
Share Watch - January 2025 featuring #GAW #GAMA #IGG #FOUR #FNX #PAY #TPFG and introducing Screen of the Month which is a new feature for 2025 shareknowledge.blog/2025/01/31/s...
Share Watch – January 2025
The start of 2025 has been like an episode of The Golden Shot – left a bit, right a bit, up a bit, down a bit, fire! Readers of a certain age will get the reference and if you are too young to reme…
shareknowledge.blog
January 31, 2025 at 3:03 PM
In my opinion the best £100 a year (27p a day) you will spend.
In depth daily reporting on companies and a daily podcast. Sign up to Paul Scott's Small/Mid Caps substack
paulypilot.substack.com?r=pab82
In depth daily reporting on companies and a daily podcast. Sign up to Paul Scott's Small/Mid Caps substack
paulypilot.substack.com?r=pab82
Small/Mid Caps with Paul Scott | Substack
Experienced investor/analyst writing & podcasting independent/unbiased & prolific reviews of UK small & mid cap shares. Fallible personal opinions only, never advice or recommendations. Click to read ...
paulypilot.substack.com
January 11, 2025 at 1:28 PM
In my opinion the best £100 a year (27p a day) you will spend.
In depth daily reporting on companies and a daily podcast. Sign up to Paul Scott's Small/Mid Caps substack
paulypilot.substack.com?r=pab82
In depth daily reporting on companies and a daily podcast. Sign up to Paul Scott's Small/Mid Caps substack
paulypilot.substack.com?r=pab82
#SNX.L
Not had broker notes from Shore yet but even after todays rise looks great value and will look even better value with upgraded EPS figures
Not had broker notes from Shore yet but even after todays rise looks great value and will look even better value with upgraded EPS figures
December 9, 2024 at 8:56 AM
#SNX.L
Not had broker notes from Shore yet but even after todays rise looks great value and will look even better value with upgraded EPS figures
Not had broker notes from Shore yet but even after todays rise looks great value and will look even better value with upgraded EPS figures
Reposted by Alex
#SNX.L -More contract Wins!
➡️4 contracts won for $2.7m to be delivered in FY25
➡️Contracts are for delivery in the Philippines in 2 leading gaming resorts. This segment had been slow to return to growth post pandemic, so these orders are interesting to see as part of the LT investment case for #SNX.L
➡️4 contracts won for $2.7m to be delivered in FY25
➡️Contracts are for delivery in the Philippines in 2 leading gaming resorts. This segment had been slow to return to growth post pandemic, so these orders are interesting to see as part of the LT investment case for #SNX.L
December 5, 2024 at 7:22 AM
#SNX.L -More contract Wins!
➡️4 contracts won for $2.7m to be delivered in FY25
➡️Contracts are for delivery in the Philippines in 2 leading gaming resorts. This segment had been slow to return to growth post pandemic, so these orders are interesting to see as part of the LT investment case for #SNX.L
➡️4 contracts won for $2.7m to be delivered in FY25
➡️Contracts are for delivery in the Philippines in 2 leading gaming resorts. This segment had been slow to return to growth post pandemic, so these orders are interesting to see as part of the LT investment case for #SNX.L
Reposted by Alex
Journeo #JNEO, has received £1.7m of Bus Safety Systems Purchase Orders within the Transport for London (TfL) fleet.
21centurytechnology2024eutfm.q4web.com/news/news-de...
21centurytechnology2024eutfm.q4web.com/news/news-de...
Purchase Orders
RNS Number : 4195N Journeo PLC 25 November 2024 The information contained within this announcement is deemed by the Company to constitute inside information as stipulated under the UK version of the ...
21centurytechnology2024eutfm.q4web.com
November 25, 2024 at 7:45 AM
Journeo #JNEO, has received £1.7m of Bus Safety Systems Purchase Orders within the Transport for London (TfL) fleet.
21centurytechnology2024eutfm.q4web.com/news/news-de...
21centurytechnology2024eutfm.q4web.com/news/news-de...