James @1James1n1
I tweet mainly about personal finance & shares. My tweets are not investment advice. Do your own research. Joined November 2015-
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#MER - CFO makes a nice £70k buy despite the shares being close to recent ATH's.
Singers reviewed #DRV & interestingly noted, "a temporary reduction in [NA] utilisation during H1 holding back performance. This has now been addressed and the business is on a more stable footing going into H2, with good visibility of work for Q3." More info than the TU & +ve
Singers reviewed #DRV & interestingly noted, "a temporary reduction in [NA] utilisation during H1 holding back performance. This has now been addressed and the business is on a more stable footing going into H2, with good visibility of work for Q3." More info than the TU & +ve
Cavendish is upbeat on #ADF today, raising the TP from 76p to 93p & introducing FY25 figures showing the company on a forward P/E of 5.6 in an undisturbed year. Such a P/E is a large discount to peers, hence the valuation upside. I hold for the post strike valuation recovery.
Cavendish is upbeat on #ADF today, raising the TP from 76p to 93p & introducing FY25 figures showing the company on a forward P/E of 5.6 in an undisturbed year. Such a P/E is a large discount to peers, hence the valuation upside. I hold for the post strike valuation recovery.
#CAR - long suffering holders may have some more +ve news this am. That said, trading ahead of [unstated] Board expectations is meaningless without quantification and none is given, they seem to have sailed as close to the wind on covenants as they can & outlook is woolly. 🤷♂️
#ARB - Championing a "Net loss of $35.0 million, compared to a net loss of $229.0 million in 2022" is hardly the stuff of "highlights", when those losses are against $50.5m Rev... I struggle to see value in these shares beyond 0p.
#VNET - Has been coming up on several screens of mine & today announces an (unquantified) contract win. May be worth kicking the tyres on a little... 🤔
#TRI - Solid Update: ✅Q4 trading was "resilient" ✅As a result, FY Rev & profits to be "marginally ahead of guidance" ✅£3m of savings on track - majority delivered in FY25 ✅Project Atlas complete, integration of sites slower ✅Cash generation ahead of targets, leverage of 1.3x
#DRV - TU reports rather muted progress with Rev down £1.7m on PY and similar adj PBT vs PY. Performs well in UK &EU with APAC & ME back to profitability but US challenging in H1. Cash down a shade to £4.4m due to timing. "well placed to move forward positively into H2 FY24."
#W7L - Warpaint is the face of success for the beauty industry thetimes.co.uk/article/2892d2…
#SRT - Rather concerning Philippines press article which alleges violations of "RA 3019, or the Anti-Graft and Corrupt Practices Act" and names the CEO of #SRT as one of those involved. Company needs to issue an update urgently after sharp SP fall y'day. malaya.com.ph/news_news/ex-b…
Shore Capital comments, "#W7L remains immature in all its geographies, with very modest market shares underpinning strong growth potential in our view. Forecasts continue to look conservative." A 10.5% upgrade to Rev forecasts looks too cautious, but allows further upgrades...
Shore Capital comments, "#W7L remains immature in all its geographies, with very modest market shares underpinning strong growth potential in our view. Forecasts continue to look conservative." A 10.5% upgrade to Rev forecasts looks too cautious, but allows further upgrades...
#G4M - FY TU reports: ➡️FY Rev at £144.4m in line with expectations ➡️Debt down to £7.3m, halved in 1 year ➡️Cost reductions in 2H of FY24 will help coming year. ➡️Reports EBITDA (🙄) to be in line with expectations but misses mentioning PBT 🤔 ➡️Concludes it is "well positioned"
#SDG - Uninspiring results, with most measures dipping slightly on PY, held up by licensing income. Cash blanket increases 5.8% to £16.3m - no clear update on use though. Another year of challenging trading conditions expected to continue. CY expectations unchanged.
#W7L - Blockbuster results: ✅Rev up 40%, GM's up 350 bps, PBT up 136%, EPS up 123%. ✅Divi up 33%, no debt. ✅Significant expansion in Europe ✅Q1 FY24 Rev up 28% & margins up on FY23 ✅Further US expansion in Q1+ (CVS, Five Below) & UK ✅"strong performance ... will continue"
#SNX - AGM TU reports a strong start to the year. Strong order book & trading in line with expectations. Second half weighting, in line with prior years. Signs the gaming sector is coming back to life with some NA contract wins.
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The Weekend Rebel Review, 2k reads overnight Free to view:
Weekend Rebel Review Sat 26th April, 2024, by @RebelHQ Free to view open.substack.com/pub/cockneyreb…
@dosh100 Some super strong metrics and really interesting that the PE ratio isn't the only trail you follow. Can you kindly share your latest screen again because I want to create an identical one using Stockopedia.
Weekend work done by 8:30 today & as ever lots of quality stocks on repeat, many been posted before. Just simply running my Process/methodology which is far removed from simple screening: Average of stocks: ROCE 21%, CROCI 16%, EBIT Marg 12%, FCF Conv 85%, Net debt to EBITDA 0.3
Good to see Driver Group still working on their long term 50 years transformation strategy plan. At this rate they won't have any revenue left to report
End of week statfest New: AV.;BAG;CKN;CRE;DEC;LUCE;PAF;SQZ Exited: DEC;SQZ Images: 1) Holdings in reducing size (+ 29% cash). 2) Rolling 6-month stats for swing trades (excludes PYX). 3) R-distribution for above swing trades. 4) Return history for PF (inc PYX) + benchmarks.
@barnaberible @1James1n1 James has certainly set a decent pace out of the blocks for 2024…
@1James1n1 I am using you as my benchmark James (we seem to have a similar taste in certain stocks) and after a slow start I am gradually hunting you down. But you just keep speeding up! Nice week and long May it continue.
@1James1n1 Well done James. Don't get a nose bleed! 😀
ISA ends the week⬆️2.59%😀 Cal YTD⬆️1.21% Tax YTD⬆️0.81% Sold up #SMDS & 🔝#LLOY, #MRO, #RFX & #UU. AGM week coming - #DOM, #ECOR, #ELM, #HWDN, #ITV & #MRO all getting the 🥪ready SIPP ends the week⬆️3.59% = ATH🥳 Cal YTD⬆️10.41% Tax YTD⬆️4.37% 8⬆️days in a row😊 Happy w/e🍻