stevem1.bsky.social
Chesterfield UK based Investor, like small caps and general industrials. Fundies based on the whole, like to buy and hold. Background in management consulting and software/database tech across the development and implementation lifecycle.
👤 Joined on 19 August 2024
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@stevem1.bsky.social#VLX.L Volex upper end of expectations; #BKS.L Beeks Financial Cloud Group talking up outlook; #CLIG.L City of London Investment Group net outlflows and weak performance:
Show Post#TSTL.L - Finals ➡️Rev up 10%, adj PBT up 15%, divi up 5% ➡️Results were "in line with both market expectations and internal performance targets" ➡️Cash up to 16.0m ➡️Reports that strong momentum continued through the year. ➡️New CEO sees "significant scope for long term growth"
Show PostJeffries raise #VLX TP to 750p from 700p.
Show Post#VLX.L - 1H TU ✅OVERALL: "The Board expects FY2027 underlying operating profit to be towards the upper end of current market expectations" ✅1H Operating margin continues progress towards 12% target. ✅Rev up 21% in constant currency. ➡️2H Rev to be similar to 1H. ➡️Leverage of 1.2x
Show Post#DIAL.L - FY TU ✅OVERALL: Rev up 7% & adj operating profit up 20%+ with "performance ahead of market guidance" ➡️Cash down to £3.3m, but some large collections just after YE. ➡️While market conditions remain challenging, demand is said to be "resilient". ➡️Board confident of LT prospects.
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