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#EML - ESIA looks to be close. I review here 👇 bsky.app/profile/1james…

This morning, I took a look at all these companies: #KMK, #RBGP, #RMV, #CHSS, #XLM, #TBLD, #LUCE, #HOME Busy morning for news, although a lot of poorer companies seeking to beat deadlines for issuing reports (see #CHSS for example! 😀) bsky.app/profile/1james…

Shareholders👇 to the board of the company that bought #MMAG today, offering a 58% premium. And in cash! 🤷‍♀️ I comment here: bsky.app/profile/1james…

I've taken a look at the following this am: #VTY - Warns ⚠️ and will be painful this am. Commiserations to holders. #GNC - Upgrades FY24 guidance ✅ as it goes from strength to strength #GHH - 2H weighting pays off - SP currently at near 15 year lows. bsky.app/profile/1james…

I've looked at the following today: #XPS - Upgrades inbound! #SDG - Highly conditional guidance. #MONY - Lacklustre Q3, but guidance retained. #GAW - Divi! #PROC - Signs of stabilisation & recovery? #VLX - Recent selling unwise as FY on track Here 👉bsky.app/profile/1james…

Today, I've looked at: #BOO - Having downed handbags at #MUL, its EGM requisition notices #BMY - Sparkling Interims #AFN - Elephant in the room is an underinvested service #TON - Sells S Korean business #ALU - In-line AGM #LUCE - Decent Q3 update bsky.app/profile/1james…

This morning I have looked at: #VANL - The previously signposted Canadian contract awards now coming through. #MCON - Trading at ATL's, but recovery opp? #CLBS - The unmentioned 2H weighting again. #BOO - And they are off! 🥊🤼🥊 bsky.app/profile/1james…

This morning I have looked at: #ULTP - cautious optimism for FY25 #IGR - "anticipates" H2 improvement #RWS - resilient - before fx #CCT - new buyback #DIAL - FY update #VANL - acquisition bsky.app/profile/1james…

This morning I have looked at: #ULTP - cautious optimism for FY25 #IGR - "anticipates" H2 improvement #RWS - resilient - before fx #CCT - new buyback #DIAL - FY update #VANL - acquisition bsky.app/profile/1james…

A busy Friday and its all on bluesky: #NEXN - Upgrades afoot, but also a delisting... #VLX - Decent 1H results & goes public on an offer for #TTG #BOOM - From boom to bust to boom again? 🤔 bsky.app/profile/1james…

The following updates caught my eye today: #GAW - Sparkling TU #TIFS - 1 week PUSU extension (#EQLS - take note) #NWOR - possible offer of 21p (I hold) #DFS - Doing surprisingly ok. #MBH - In line with downgraded guidance. Find me here: bsky.app/profile/1james…

#VCP - Geoff Wilding reckons prospects are "exciting", whereas I say "perilous". Non-underlying items of £148.5m! 🤡 Read more: bsky.app/profile/1james…

Here is what I found today: #APH - Takeover from serial acquirers (at low prices) DBAY #ANP - Upgrades and brokers raise guidance. #CKN - Small upgrade & brokers also raise guidance. #TIG - Well it was fun while it lasted. #RBGP - RNS translation ➡️ bsky.app/profile/1james…

This morning has been busy. Read more here: bsky.app/profile/1james… #MACF - Back on the acquisition trail. #FTC - Another upgrade #SOS - Pricing discipline not yet delivering margin £ #PLUS - Another upgrade #QTX - FY25 upgrade #EDEN - Good news for holders: no Jan dilution 😳

I looked at the following this morning. See more here: bsky.app/profile/1james… #DFS - An unexpected in-line announcement but 1H weighted. #JSG - Some word play on expectation hitting, but lots to like. #IGR - A cluster-f***! #MCB - Continues progress #CCT - In-line & cheap!

This morning I looked at 5 updates. Read more here: bsky.app/profile/1james… #MIDW - Tough times continue & moderate warning. #RCH - Uses FY upgrade to distract from £5m pension hit. #SDG - Warns & finally starts to cut costs. #AVAP - Another handy analyst Q. #VANL - Contract win

This morning I looked at: bsky.app/profile/1james… #LBG - Class of 2021 IPO's, but producing decent results. Worth a look? 🤔 #TRC - Name changes, but its still warning 🚨 #JDW - Self-serving waffle pushes out profit guidance. #HEAD - Ouch on losses. Thank goodness for property!

This morning I looked at: bsky.app/profile/1james… #LUCE - ahead of expectation #ZTF - also ahead of expectations #TON - messy FY24, but turn-around signs? #IQE - extra BS earnings 🚨 #IOF - iodine spot price super strong #AT. - ahead of expectations #REVB - super warning 🚨

I have taken a look at the January updates affecting my portfolio, subjectively scored them, noted the associated January share price movements and made some comments on essence of the updates and outlook guidance. Full details & un-blurred image here: bsky.app/profile/1james…

Slim pickings for a Monday morning: #FTC - Another contract & exceeds current expectations 🚀 #SYME - All the money is gone! #LIKE - Solid Jan trading & a new logistics centre #PRV - Finals & decent Rev growth, but profits look to lag guidance. All here: bsky.app/profile/1james…