TraderMark72

#SAA respond that the offer undervalues the business and no further discussions are ongoing…

#BBSN confirm press speculation regarding a £50m offer for M+C Saatchi Performance. Expected to be materially accretive to be funded by £25m new bank facility and a further placing.

Currently using both but using Sharescope 90% of the time and debating whether to renew Stocko. Use it for live prices, L2, News and Charts.

Murdoch-backed Brave Bison in £50m bid for M&C Saatchi division The London-listed company run by brothers Oli and Theo Green has made a cash-and-stock offer for M&C Performance, a digital media planning and buying operation, Sky News learns.

#BBSN

news.sky.com/story/murdoc...

Weekend away in Richmond (Yorks) for Mrs TMs birthday. A lovely Autumnal walk after a fantastic meal out last night (with far too much wine). Love this place.

I did get the same impression. No “I” in TEAM but there is an “M” and there is an “E”…

#RNWH renews RCF and increases to £140m on “improved terms” for 4 years.

#GDWN TU. What a great statement and possibly the only positive use of the word “However” Ive seen. 100% increase in profit and a Special Dividend of 532p.

#ALU Cavendish reduce FY26 EPS 5.9% and FY27 1.9% but maintain TP of 442p as shares remain at 18% discount to peers.

#CVSG. Announces intention to leave AIM for the Main Market and a £20m buyback.

#ALU AGM TS. UK remains subdued with project delays, overseas sales below prior year as majority of Hong Kong shipments completed though “significant” early stage opportunities being progressed. H2 weighting expected. Short term warning of a warning?

#HTG Q3 TU. YOY EBITDA +15%. Expects FY at the lower end of guidance due to EMEA restructuring disruption. North America marginally ahead and Asia in line.

#BMY H1 Results. Revenue and PBT below same strong period last year with FY now expected to be Ahead of Expectations. Academic & Professional remains challenging.

We’ve just had a POC (Point of Connection) application back for a consented site to deliver 1400homes, a new school and a local centre. A site thats been in the pipeline for 10 years. Conditions are being discharged effectively ready to go.

Earliest Power available - now 2037.

#MACF TU - Profit Warning. Expects FY Operating Profit to be 20-25% below expectations. A tragic fatal incident reported at new acquisition Pitreavie causing a significant impact.

Thoughts with all concerned.

#IPF Q3 TU. Reports a strong quarter and expects FY in line with guidance.

PUSU extended to 19th November.

#GFRD Appointment to major £3bn affordable homes framework as main contractor on 7 lots over 5 years delivering 1500 homes per annum.

#CVSG Initial response…

The highly anticipated CMA provisional decision and consultation doesn’t look to be significant. Suspect most of the recommendations are current being complied with. Suspect we’ll get a response from #CVSG #PETS

#SDG H1 Results. Relatively flat in the same period last year. US seems to be propping up sales still with 2nd half to show cost cutting improvement. FY expected in line.

#BWY FY Results. Decent numbers for FY25 but a flat comparative start to FY26 citing consumer sentiment and the late budget.

#RNWH make a small acquisition of Emerald Power* for £12.3m as a bolt in for Escalon.

*coincidentally bumped into them out on the bike doing a line repair last week and thought theyd be a good fit…

#COST Secures £1bn contract with Sellafield over an initial 9yr term, extendable for a further 6 years.

Looking forward to the next read @morganhousel.bsky.social

#IBST Q3 TU. One Ive been watching after a more upbeat H1 reports a weaker than expected Q3. Looks like a circa FY 10% miss on EBITDA. 120p previous support area.

Still not enough houses being built…

#CVSG FY Results. Revenue increased 5% with PBT slightly down on continuing operations. Net debt reduced after disposal of crematoria business. Strong start to the new FY with continued growth in Australia. CMA provisional decision mid October still an overhang.

#JDW FY Results.

Imagine a 1000 times more Wetherspoons…

I may have been guilty of including them this time…😉👌👍

#MGNS TU. Expects FY to be Significantly Ahead of Expectations. Fit Out exceeding again, Order Book increased to £12.2bn, average daily net cash increased.

The old John Morgan under promise and over deliver 👍