Steve Markus
@stevem1.bsky.social did:plc:2kluhzivcgra3iwuwqwsfbrn
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.
En Bluesky desde el
- Seguidores
- 403
- Siguiendo
- 90
- Posts
- 878
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Resumen
Steve Markus (@stevem1.bsky.social) es un usuario de Bluesky que se unió el 19 agosto 2024. Tiene 403 seguidores, sigue a 90 cuentas y ha publicado 878 posts.
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Posts que le gustaron recientemente
Me gusta públicos de la red Bluesky.
#IBST.L - Q3 TU ⚠️WARNS: "the Board now expects 2H performance to be materially below its previous expectations". ⚠️Meaning that adj BS Earnings "is expected to be in the mid-£40 million range" (guided lower end of £59-£68m at Interims). ⚠️"Your First Home" timing may weigh on demand in the meantime.
Ver postAdvancedAdvT #ADVT Share Price 180p £95m net cash position provides firepower for buybacks and selective acquisitions 83% recurring revenue, double-digit growth and an ambitious mgmt team offer attractive potential Can organic growth & disciplined acquisitions deliver? Worth starting a position.
Ver postsavage beating for Alstom, as it warns on outlook and cashflow, stock -30%. real doubts about current investment grade rating now appearing:
Ver post#PDL.L - Suspension ➡️Having previously announced a strategic review in October and back in May taken "immediate cash preservation measures", today shares are suspended as accounts are not published. ➡️We have a singer on call for the inevitable aria, shortly to be performed...
Ver post#VCP.L - TU Reading these updates always feels like watching a magician working a slieght of hand - you are never quite sure where the deception is... ➡️Growth excluding disrupted business 5% YTD. ➡️BS Earnings up, excluding disrupted business. ➡️Liquidity a key focus. ➡️Cost rises masking progress.
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