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
#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.
#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.
#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.
#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.
November 13, 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.
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 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.