FW THORPE: 25% Dutch Profit Growth Supports Subdued H1 2024 As New Combined CEO/FD Role Plus Slimmed-Down Board Raise Concerns About Executive Power, Technical Expertise And Aggressive M&A
Maynard Paton
by Maynard Paton
1w ago
30 August 2024By Maynard Paton H1 2024 results summary for FW Thorpe (TFW): Contents News links, share data and disclosure Why I own TFW Results summary Revenue, profit and dividend [FY 2023] “As a whole, the outlook from the sales teams is positive. At the start of this new financial year, orders are slightly lower ... Read more ..read more
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ANDREWS SYKES: ‘Robust’ FY 2023 Delivers Record £23m Profit After 13% Workforce Reduction Helps Lift Group Margin To 29% High
Maynard Paton
by Maynard Paton
1M ago
07 August 2024By Maynard Paton FY 2023 results summary for Andrews Sykes (ASY): Contents News link, share data and disclosure Why I own ASY Results summary Revenue, profit and dividend “Following the Company’s strong first half performance, trading in the second half of the year to date has been more mixed. Whilst extreme summer temperatures ... Read more ..read more
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M WINKWORTH: Non-Exec Appointments Invite Bid-Target Speculation After Suppressed Property Market Reduces FY 2023 Profit By 25% And ‘Top 3 Contender’ Ambition Prompts 9 Branch Closures 
Maynard Paton
by Maynard Paton
1M ago
29 July 2024By Maynard Paton FY 2023 results summary for M Winkworth (WINK): Contents News links, share data and disclosure Why I own WINK Results summary Revenue, profit and dividend [Q4 2023] “The rise in interest rates, which began after the mini budget in Q4 2022 and was sustained through 2023 by the fight against ... Read more ..read more
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[SharePad] Screening For My Next Long-Term Winner: RWS
Maynard Paton
by Maynard Paton
1M ago
27 July 2024By Maynard Paton An illustrious dividend history and a worthwhile yield have brought RWS to my attention. The language-translation group presently offers: I pinpointed RWS after revisiting a SharePad filter that shortlisted companies where the last five years had shown their dividends going up but their share prices going down: I selected RWS ... Read more ..read more
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CITY OF LONDON INVESTMENT: Subdued H1 2024 Shows Rising Staff Costs Cutting Profit By 5% Although Welcome ‘Engagement’ With George Karpus And Bumper $224m Q3 FuM Inflow Now Lend Greater Support To 9% Yield
Maynard Paton
by Maynard Paton
2M ago
10 July 2024 By Maynard Paton H1 2024 results summary for City of London Investment (CLIG): Further reading: My CLIG Buy report | All my CLIG posts | CLIG website (FY 2023) “As mentioned in the Annual Report for the year ended 30th June 2023, the Board decided to change the Group’… Source ..read more
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Q2 2024: ‘When It’s Drizzling Gold, Reach For A Bowl’
Maynard Paton
by Maynard Paton
2M ago
30 June 2024 By Maynard Paton Happy Sunday! I trust the first half of 2024 has been positive for your shares. A summary of my portfolio’s progress: (*Performance calculated using quoted bid prices and includes all dealing costs, withholding taxes, broker-account fees, paid dividends and cash interest) This year has witnessed my best-ever H1 since I commenced this blog at… Source ..read more
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SYSTEM1: Positive H1 2024 Reveals Platform Revenue Up 44% And Leads To Encouraging Dividend Reappearance While £17.5m Illustrative CMD Ebitda Projection Supports Possible £15 Share Price And Reinforces Bid-Target Speculation
Maynard Paton
by Maynard Paton
2M ago
23 June 2024 By Maynard Paton H1 2024 results and Capital Markets Day (CMD) summary for System1 (SYS1): Further reading: My SYS1 Buy report | All my SYS1 posts | SYS1 website “The Board is encouraged by trading in FY24 H1 and believes that the Group is well set to outperform the… Source ..read more
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[SharePad] Small-Cap Spotlight Report: COLEFAX
Maynard Paton
by Maynard Paton
3M ago
SharePad New Subscriber Special Offer*** Readers of my blog can claim one month of free data. Click here for details. 13 June 2024 By Maynard Paton The email I received was intriguing: “The numbers speak for themselves. The company has repurchased more than 75% of shares outstanding since 1999, has a decent return on equity (last financial year approximately 18%)… Source ..read more
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[SharePad] Small-Cap Spotlight Report: VICTORIA
Maynard Paton
by Maynard Paton
4M ago
SharePad New Subscriber Special Offer*** Readers of my blog can claim one month of free data. Click here for details. 17 May 2024 By Maynard Paton Oh dear. Today I am writing about Victoria, a £228 million carpet manufacturer that last year attracted attention following an adverse audit: When I last looked at an adverse audit for SharePad, a commotion erupted that debated… Source ..read more
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MOUNTVIEW ESTATES: Reassuring 59% Gross Margin And Hefty £29m Property Acquisitions Support Satisfactory H1 2024 Although £100 Shares Still Trade At NAV Despite Possible £189 Value
Maynard Paton
by Maynard Paton
4M ago
17 May 2024 By Maynard Paton H1 2024 results summary for Mountview Estates (MTVW): Further reading: My MTVW Buy report | All my MTVW posts | MTVW website [FY 2023] “Looking forward, whilst it is clear that there is some uncertainty ahead, much driven by the war in Ukraine… Source ..read more
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