Alex Schlich (@ystoneadvisory) 's Twitter Profile
Alex Schlich

@ystoneadvisory

Former fund manager and stockbroker. Managing Director, Investor Relations advisory company Views my own

ID: 829726483350425600

linkhttp://www.yellowstoneadvisory.com calendar_today09-02-2017 16:19:44

3,3K Tweet

1,1K Followers

423 Following

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#FCH - Shares up more than 10% over the past week on the back of a very encouraging trading statement. Almost through the highs from Oct 24. HY results 4/9

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#MARS - Decent LFL's and margin improvement. Mgmt confident on prospects for the rest of the year. Lowly valued and super strong balance sheet too

#MARS - Decent LFL's and margin improvement. Mgmt confident on prospects for the rest of the year.  Lowly valued and super strong balance sheet too
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#AFC - Fantastic result raising £4.5m from retail investors following the upsized £23m raise from institutional investors last week. Lots to do but clear plans to get there.

#AFC - Fantastic result raising £4.5m from retail investors following the upsized £23m raise from institutional investors last week. 
Lots to do but clear plans to get there.
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#SKL - performing well. HY revenues +18% and further margin improvements. Net cash on BS of £11.5m Super business, very well run

#SKL - performing well. HY revenues +18% and further margin improvements. Net cash on BS of £11.5m

Super business, very well run
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#ITV - H1 ahead of expectations. "We are on track to deliver our 2026 key financial targets, with sustained good growth in ITV Studios and ITVX coupled with strategic cost management as we reshape our cost base to reflect the dynamics of the industry in which we operate."

#ITV - H1 ahead of expectations. 

"We are on track to deliver our 2026 key financial targets, with sustained good growth in ITV Studios and ITVX coupled with strategic cost management as we reshape our cost base to reflect the dynamics of the industry in which we operate."
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#ONDO - New US partnership signed Investors though are waiting on news of the number of leakbots installed and how that is growing which we will hopefully seen on 1/8

#ONDO - New US partnership signed

Investors though are waiting on news of the number of leakbots installed and how that is growing which we will hopefully seen on 1/8
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#CWK - Strong start to the year with revenues +9.7% +7.9% LFL Good to hear about a business increasing capex. Shows confidence in the future

#CWK - Strong start to the year with revenues +9.7%  +7.9% LFL

Good to hear about a business increasing capex. Shows confidence in the future
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#GRG - Revenue growth but pressure on profits continue. Recent SP weakness means shares look as good value as the sausage rolls

#GRG - Revenue growth but pressure on profits continue. 

Recent SP weakness means shares look as good value as the sausage rolls
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#ONDO FY results and current trading look a little better than expected. US growth appears to be accelerating in the current year

#ONDO FY results and current trading look a little better than expected. US growth appears to be accelerating in the current year
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#SQZ - Production at Triton fields restarted. Ramp up to steady levels slightly slower than expected. "Our production from other assets is currently robust at almost 30,000 boepd and our portfolio has the potential to produce over 55,000 boepd once all Triton fields are back"

#SQZ - Production at Triton fields restarted. Ramp up to steady levels slightly slower than expected.

"Our production from other assets is currently robust at almost 30,000 boepd and our portfolio has the potential to produce over 55,000 boepd once all Triton fields are back"
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#IMI - Solid H1 "With a strong balance sheet and highly cash-generative business model, we are well positioned to continue investing in organic growth, pursue value-accretive bolt-on acquisitions, and return excess capital to shareholders."

#IMI - Solid H1

"With a strong balance sheet and highly cash-generative business model, we are well positioned to continue investing in organic growth, pursue value-accretive bolt-on acquisitions, and return excess capital to shareholders."