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#NXR.L - 1H TU ➡️OVERALL: "the Board expects FY underlying Operating Profit to be in line with market expectations" ➡️1H Rev up 19% (due to acquisitions) & Op profit up 12.3%. ➡️Net debt of £55m, representing 1.1x leverage, with good cash conversion in period. ➡️Subdued 2H markets expected.

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James @1james1n1.bsky.social · 13h

#TPX.L - 1H TU ✅UPGRADE: "FY27 guidance upgraded" - Rev of £105m+ & BS Earnings of £14m+ (was £12m+) ✅1H should see Rev of £57m+, BS Earnings of £7.5m & net cash of £1.0m. ✅Reports "improving operational leverage", positive momentum & improved pipeline visibility.

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James @1james1n1.bsky.social · 13h

#THG.L -Q3 TU ❌OVERALL: Confirms it is on track for another year of PBT loss as it lifts its BS Earnings modestly to £103m ❌Fails to grow - Rev up only 1.5% 🙄Trumpets that finally it is "On track to deliver the first year of positive free cash flow since IPO" 🙄Confuses real profits with BS Earnings

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James @1james1n1.bsky.social · 13h

#RNK.L - Q1 TU ➡️OVERALL: "confident of delivering Group LFL operating profit in line with market expectations for the CY." ➡️caveat "based on the current industry tax regime in the UK"‼️ ➡️Cheekily claims, "our casinos & bingo clubs can play an important role in the Government’s growth agenda"

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James @1james1n1.bsky.social · 14/10/2026

#PRV.L - TU ✅SMALL UPGRADE: "The Board expects trading to be slightly ahead of FY market expectations". ➡️Continues to trade well - good start to Q4. ➡️Operating profit margin slightly ahead of PY 10 months. ➡️Modest net cash position after recent acquisition.

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James @1james1n1.bsky.social · 14/10/2026

50 years - that's an impressive record!

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James @1james1n1.bsky.social · 14/10/2026

#DSCV.L - 1H TU ✅UPGRADE: "FY adjusted earnings running ahead of the Board's expectations" ✅Cavendish increase FY27 EPS 3% noting, "We continue to see strong upside to the shares." ✅1H Rev up 8% organically. Group orders up 22%. ➡️Leverage rising to 1.8x following 3G acquisition.

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James @1james1n1.bsky.social · 14/10/2026

#BOOM.L - Q3 TU Seems to have continually low market expectations as every quarter is a beat... 🤔 ✅UPGRADE: Guides to BS Earnings for FY of $7.7m+ ✅YTD Rev up 25%, GM's up 32%, BS Earnings up 84% ✅KEY POINT: "The Company is now benefitting from high operational gearing"

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James @1james1n1.bsky.social · 14/10/2026

#VTU.L - Interims ✅UPGRADE: FY27 results "are anticipated to be ahead of current expectations" ✅A reminder that an upgrade cycle often leads to multiple upgrades: "The Group has now delivered 3 upgrades to CY profits since the start of the financial year." ➡️1H Rev up 3.4%, adj PBT up 19.0%.

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James @1james1n1.bsky.social · 13/10/2026

#VIC.L - FY TU ✅UPGRADE: Strong 2H momentum with "the Group delivering record revenue, further market share gains and adj PBT ahead of market expectations" ➡️Rev up 11%, adj PBT almost flat, but better than guidance. ➡️Losses at MFI as investment in its positioning continues. ➡️Cash of £25m.

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James @1james1n1.bsky.social · 13/10/2026

#PAGE.L - Q3 TU ➡️Overall: "The Board expects 2026 operating profit to be in line with company compiled consensus of c. £29m" ➡️Heralds "its first quarter of growth since Q4 2022". ➡️Gross Profit up 1.4% in Q3 with Americas & Asia up strongly. ➡️Trims some more heads while net cash at £6m.

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James @1james1n1.bsky.social · 13/10/2026

#GNC.L - FY TU ✅Outlook: "we now anticipate FY26 Adj Op Profit for continuing operations (UK business) to be approximately £248m, ahead of current market expectations and previously raised guidance" ➡️Treats US as discontinued business. ✅Good start to Q1. ⭐Gold star for guidance notes.

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James @1james1n1.bsky.social · 13/10/2026

#MARS.L - FY TU ✅Overall: "Underlying PBT expected to be above the top end of market expectations" ✅Reports profits rising 3 years in a row & are now triple 2023 levels. ➡️Leverage down to 4.2x, although early to be talking about a buyback imo. ✅CEO: "profits substantially up and debt levels halved"

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James @1james1n1.bsky.social · 13/10/2026

#RCH.L - Q3 TU ⚠️Negative revenue trend accelerates, with digital down 20.3% in Q3, while print is down 12.0%. ➡️Goes harder & faster at cost cuts - "expect full year operational cost savings to exceed the 10% delivered" in 1H. ➡️"Exceptionals" of £35-40m incoming. ➡️On track for FY expectations.

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James @1james1n1.bsky.social · 12/10/2026

#SDG.L - Interims ➡️Overall: "expects FY trading to be in line with market expectations" ➡️Rev up 6%, actual PBT of £2.5m (up 69% on poor PY). ➡️Adjusted results include share based payments (i.e. pay) and DB pension costs (i.e. pay). ➡️Upcoming GM to remove Chair should be interesting! 🍿🥤👀

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James @1james1n1.bsky.social · 12/10/2026

#HAS.L - Q1 TU ➡️Q1 LFL Perm fees down 7%, temps LFL down 1%, overall down 3%. ➡️Radical reshaping of business with many countries being sold-off. ➡️Twelfh qtr of consultant net fee productivity growth (presumably due to less consultants). ➡️Expect stable market conditions near term.

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James @1james1n1.bsky.social · 12/10/2026

#ADVT.L - 1H TU ➡️1H Rev & adj BS Earnings to be £28.5m+ & £8.0m+. ➡️Despite the use of "not less than" language, this is an in-line update as "Trading remains in line with management expectations." ➡️Net cash + Investments is £113.2m, & is after a £9.2m buyback. ➡️Continues to look for acquisitions.

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James @1james1n1.bsky.social · 12/10/2026

#VP.L - TU ➡️Overall: "The Group remains on course to perform in line with [previously downgraded] market expectations for FY27" ➡️"H2 FY27 expected to outperform H2 FY26" - albeit PY was a poor 2H. ➡️Electrical transmission markets performingwell, rail markets stable & encouraging momentum in Water.

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James @1james1n1.bsky.social · 09/10/2026

#OMG.L - TU ⚠️WARNS: "Board now expects FY26 revenue of £47.0m to £51.0m & adj EBIT loss of -£0.5m to -£3.9m, which is below current market expectations" ⚠️Cautions on timing of near term opportunities ➡️Cost cuts result in FY27 guidance upgrade ➡️Launches new buyback of £3m ➡️Acquires assets of Move AI

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James @1james1n1.bsky.social · 09/10/2026

#MOTR.L - 1H TU ➡️Overall: "remains confident in the outlook for FY27" ➡️Adj PBT in the range of £9.8m - £10.8m "in line with the recently upgraded market consensus" ➡️1H Retail volume growth up 7.6% & profits up 81%. ➡️Reckons its "capital light business model" & tech strategy are delivering results.

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James @1james1n1.bsky.social · 09/10/2026

#MCON.L - Q3 TU ✅UPGRADE: "the Board now expects that FY26 revenue & EBITDA will be ahead of market expectations." ✅YTD Rev up 28% vs PY. ✅Construction sector leading growth, especially in N America. ✅Higher costs passed through via pricing. ✅Cost pressures easing, margins improving in Q4.

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James @1james1n1.bsky.social · 09/10/2026

#TBTG.L - Share Sale Is the top in? CEO & CTO sells shares: ➡️CEO & CTO sell 1.5m shares for 400p each. ➡️Diversifies their asset base & first sales since IPO - all of 12 months ago! But not to meet demand from institutional shareholders! ➡️Share Sale < 15% of their respective holdings.

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James @1james1n1.bsky.social · 08/10/2026

#LDG.L - Rejects offer ➡️Confesses that the company has operated in a false market since 26 June when it received an offer from notorious low-ballers DBAY for 19p. ➡️Offer upped to 20p now & "unanimously rejected" as "not at a level that the Independent Directors are minded be support"

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James @1james1n1.bsky.social · 08/10/2026

#FAN.L - Finals ✅Rev up 15.7%, adj PBT up 18.2%, adj EPS up 15.4%. ✅Dividend up 18.5% to 12.8p "demonstrating the Board's confidence in the Group's prospects" ➡️Vague outlook: "confident of delivering another year of good progress & continuing to deliver sustainable growth and value"

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James @1james1n1.bsky.social · 08/10/2026

#IGP.L - TU ✅1H Rev up 32.1%, cash balances at £23.4m. No debt. ➡️"The Group has made a good start to H2FY27 and the Board continues to expect that FY financial performance will be in line with current market expectations. ✅A raft of new contracts and orders for £3.0m announced.

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James @1james1n1.bsky.social · 08/10/2026

#NFG.L - Interims ➡️Rev down 1.3%, adj PBT down 2.3%, actual loss of £1.5m. ➡️Divi held - confidence in near-term outlook. ➡️Outlook: "Trading since the period end has been encouraging and in-line with full year expectations" ➡️Momentum building through period. ↘️Rather too many adjustments for my taste

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James @1james1n1.bsky.social · 07/10/2026

#LIKE.L - Acquisition ➡️Pays £14.9m to buy #HEAD assets & IP from administrators & will bring 110 employees over also. ➡️"Likewise is the largest floor coverings distributor in the UK, with an enlarged brand portfolio, additional freehold distribution capacity and a broader customer base"

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James @1james1n1.bsky.social · 07/10/2026

#AVON.L - TU ✅Reports "strong momentum" & order book up since Interims. ✅"As a result, the Board now expects FY26 results to be ahead of current market expectations:" ✅Guides to Rev growth of 12.5% & adj profit margin of 14-16%. ❌Condecends investors with a "Strategy Teach-In" event.

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James @1james1n1.bsky.social · 07/10/2026

#HSW.L - TU ➡️Q3 Rev growth slows sharply from 1H - now 7% in Q3. ⚠️Warns by saying that Rev growth now expected to be c10% (was low double-digit at Interims) ⚠️Had expected ME conflict to ease in 2H, but now expects a FY impact & into FY27. ⚠️Warns of BS Earnings margin of c20%.

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James @1james1n1.bsky.social · 06/10/2026

#CKN.L - TU ✅Reports trading in Aug & Sept to be "very strong". ✅Revenues in booking & Financial division "significantly ahead of previous expectations" ✅"the Board now expects adj PBT for FY26 to be not less than £135m (market exp: £115.2m)" ✅Well positioned going forwards.

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James @1james1n1.bsky.social · 06/10/2026

#CLBS.L - 1H TU 🚧1H Rev down 11.5% (reduced 3rd party) & LBT of $1.3m. 🚧Cash down to $22.3m (buyback, WC outflows, retained loss). ⚠️Loses customer exercising break clause after year 1 in 3 year contract. ⚠️Warns that FY Rev to be c15% below guidance & adj LBT $2m worse than guided.

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James @1james1n1.bsky.social · 06/10/2026

#SNX.L - FY TU ➡️A solid end to FY26: Rev in line & BS Earnings "at the top end of the previously communicated range of £3.7 million to £4.1 million." ➡️Some Energy market deals slip into FY27. ➡️Outlook: "it remains confident in the Group’s growth opportunity as it enters FY27."

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James @1james1n1.bsky.social · 05/10/2026

#HERC.L - Contract Wins ➡️Wins a further £5m of contracts mainly with Thames Water. ➡️Contracts started in Q4 FY26 and will mostly complete in coming 6 months. A risk and benefit of short term contracts is the cliff-edge when they end, & opportunity to announce new wins.

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James @1james1n1.bsky.social · 05/10/2026

#ENSI.L - Finals Not one I have really looked at much before. ✅Rev up 53%, PBT of £2.3m, cash of 7.6m. ➡️Equity dilution via two fund-raises this year in March (£10m) & July (£14.9m). ➡️Outlook: "we are confident that #ENSI is well positioned to sustain this momentum into FY27 & beyond"

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James @1james1n1.bsky.social · 30/09/2026

Given Duvelco is in for free currently, the update should not contain much downside! 😂

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James @1james1n1.bsky.social · 30/09/2026

#GDWN.L - Q3 TU As my news service is missing the Goodwin RNS, here is an infographic to summarise the contents instead. Key points: ➡️Duvelco incurred a £1.7m loss & a 10-month delay. ➡️Disposal continues - no CT on gain. Significant portion to be retruned. ➡️Board re-sizing.

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James @1james1n1.bsky.social · 30/09/2026

#GRG.L - Q3 TU ➡️Rev up 7.7% in Q3 & 7.4% YTD. ➡️Managing cost inflation ay c2%. ➡️Has opened a net 57 stores YTD. ✅Outlook: "Improved trading performance in recent months and continued strong cost control now leads us to expect a modestly improved outcome for 2026."

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James @1james1n1.bsky.social · 30/09/2026

#NAH.L - Interims ➡️1H Rev up 5%, PBT up 31%, net debt down to £1.1m. ➡️Notes the contract dispute settlement with payment of £1.85m due by mid-Oct. ✅As a result, profits & cash generation will be "materially higher than current market expectations" ➡️Reviewing Capital Allocation policy.

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James @1james1n1.bsky.social · 30/09/2026

#FUTR.L - FY TU ➡️"the Group will deliver in line with market expectations for FY 2026 as it executes against its strategy". 🚧Somewhat ominously, it pauses its buyback, citing a need to "to focus on deleveraging in FY 2027", referring to its growing debt pile & 1.6x leverage (at Interims).

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James @1james1n1.bsky.social · 30/09/2026

#MRK.L - 1H TU ➡️Revenue "broadly in line with market expectations" - so a bit below. ✅However, due to cost management & margin expansion, "the Board now expects [FY adj BS Earnings] to be ahead of market expectations, at no less than £3.75 million for FY27", so perhaps as much as £2m actual PBT.

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James @1james1n1.bsky.social · 29/09/2026

#MTEC - Canaccord raise their TP from 60p to 70p, saying "With strong momentum, long-term bull case upside to 100p and the shares attractively valued on 0.8x CY27E EV/ sales and <12x ex-cash P/E & EV/FCF, we reiterate Buy and raise our target to 70p."

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James @1james1n1.bsky.social · 29/09/2026

I hold a smidge and added a smidge more yesterday. Am curious whether the market expected more upgrades today or not, but I guess we will see!

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James @1james1n1.bsky.social · 29/09/2026

#PAY.L - Capital Markets Day ❌The share price today will guide whether the company drums up any excitement among its shamefully restricted group of invitees to the Capital Markets Day.

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James @1james1n1.bsky.social · 29/09/2026

#BILN.L - Interims ✅1H Rev up 29.1%, PBT up 70.1%. ✅Profit driven by a "focus on larger, more complex projects" plus operational efficiencies. ✅"excellent visibility into 2027 and, for certain projects, into 2028" & "a significant pipeline of further opportunities"

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James @1james1n1.bsky.social · 29/09/2026

#TRB.L - Offer ➡️Rival bidder holding 26.19% of shares seeks to gate-crash the existing bid & offers 111p cash per share, a 5.7% premium to the existing bid. ➡️Calls on the board to adjourn the GM to vote on the existing offer so shareholders can consider its higher offer.

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James @1james1n1.bsky.social · 29/09/2026

#MTEC.L - Finals ✅Rev up 26.8%, PBT up 141%, cash up 40%. ➡️Contracted backlog reduces a shade to £83.5m ✅New year started well - "We have carried that momentum into FY27" & "we enter FY27 with confidence" ✅"strong revenue visibility for FY27" - 1H FY27 to be strongest half-year bookings performance

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James @1james1n1.bsky.social · 29/09/2026

#CARD.L - Interims ➡️1H Rev up 5.3%, adj PBT down 3.8%, divi up 7.7%. ➡️Leverage moderate at 1.1x. ➡️Notes contribution from Funky Pogeon, but also "investment in digital & the international businesses" ➡️Good progress in Q3 & "confident in expectations for Adjusted PBT in FY27". ➡️2H weighting for Xmas

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James @1james1n1.bsky.social · 28/09/2026

That's a heavy skew to the start of the week - anyone would have though there was a reporting deadline looming! 😂

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James @1james1n1.bsky.social · 28/09/2026

#LIKE - Interims ✅1H Rev up 15.4%, GM's up 80 pts, adj PBT up 79.5%, divi up 20%. ✅Trading strong in 1H, but has accelerated in Q3 with Rev up 29.1%. ✅"the Board now expects [adj PBT for FY26] to be materially ahead of current market expectations at not less than £5.0m"

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James @1james1n1.bsky.social · 28/09/2026

#EDEN.L - Update Has the good grace to try and pretent it is not simply burning OPM in this director lifestyle company, while it limbers up for the inevitable next cash raise.

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