iiinova — where your digital self keeps evolving

TraderMark72 @tradermark72.bsky.social · 54s

#CKN TU. Following strong trading, the Broking division has performed significantly ahead of expectations. PBT for the FY now expected at £135m (consensus was raised to £113.7m) and forward order book increased.

000

TraderMark72 @tradermark72.bsky.social · 05/10/2026

#GFRD another appointment, this time to the £3.0bn Constructing West Midlands Framework for Major Works in excess of £10m.

130

TraderMark72 @tradermark72.bsky.social · 02/10/2026

Once again (for the 6th time..) #RNWH finds itself in breakout territory of this sideways range. Volume a bit lacklustre so suspect this may not hold either but I live in hope...

030

TraderMark72 @tradermark72.bsky.social · 02/10/2026

#COST confirm appointment to Lot 1 of the £4.3bn Pagabo Civils and Infrastructure Framework as one of three suppliers.

040

TraderMark72 @tradermark72.bsky.social · 01/10/2026

#GFRD appointed to 82 lots of the £4.3bn 4 year Pagabo Civil Engineering Framework.

100

TraderMark72 @tradermark72.bsky.social · 01/10/2026

Im in from 50p. At the time I thought could be worth 300p if all went to plan. May topslice at some point.

120

TraderMark72 @tradermark72.bsky.social · 01/10/2026

Down in 3rd at the moment. #GAW the largest narrowly ahead of #COST.

110

TraderMark72 @tradermark72.bsky.social · 01/10/2026

#RNWH FY TU. Expected in line with expectations with record revenue, operating profit* and order book with a net cash position. Confident in the year ahead and beyond. *Consensus stated as £1191.2m (+10.2%) and Op. Profit of £77.7m (+17.5%).

130

TraderMark72 @tradermark72.bsky.social · 30/09/2026

#CRST remains in constructive discussions with lenders. Covenant waiver extended to Nov 30th. New Board Member joins also at Thames Water and Videndum may or may not be reassuring…

021

TraderMark72 @tradermark72.bsky.social · 24/09/2026

A phrase I find myself using increasingly when the land team bring me a new “opportunity” to appraise for its technical viability…

010

TraderMark72 @tradermark72.bsky.social · 24/09/2026

#VTY H1 Results. Just when you thought there wasn’t a kitchen sink left to kitchen sink. A right bag of spanners to digest here.

260

TraderMark72 @tradermark72.bsky.social · 24/09/2026

#CVSG FY Res. Adj. PBT increased and in line with expectations. Debt increased mainly due to acquisitions and buyback. Expects to perform in line with expectations for FY27 with 4-8% organic growth in the medium term and continued acquisition opportunities.

040

TraderMark72 @tradermark72.bsky.social · 24/09/2026

#OTB FY TU. Adj. PBT at £22-£23m at upper end of guidance. Booking growth of 9% with momentum +18%. Guidance for FY27 increased 25%-55%.

050

TraderMark72 @tradermark72.bsky.social · 24/09/2026

#CHRT AGM TS. Trading consistent with Board expectations. Order books growing at £700m underpinning 90% of FY27 consensus revenue.

040

TraderMark72 @tradermark72.bsky.social · 22/09/2026

#MAB1 H1 results. Revenue increased 8.6% with Adj. PBT up 2.1%. Fluent contribution expected to build through 2027. Fixed rate maturities expected to be 30% higher yoy in 2027 represents a significant opportunity. Progressive dividend increased 9.7%.

060

TraderMark72 @tradermark72.bsky.social · 19/09/2026

YTD performance of #COST, #KIE, #GFRD, #RNWH and #MGNS. The latter two are lagging with #RNWH updating 1st October and #MGNS updating 5th November. 👀

010

TraderMark72 @tradermark72.bsky.social · 19/09/2026

A good week for Infrastructure plays on the back of #GFRD and #KIE results. This slide from the #GFRD presentation gives some idea of what is still lies ahead over the next 10 years though Water will exceed this in AMP9. Order books growing, margins improving.

130

TraderMark72 @tradermark72.bsky.social · 17/09/2026

#GFRD Analyst call. AMP8 step change coming as design moves to construction. Already looking at AMP 9,10&11 out to 2045. 4% 2030 margin target looks a lot closer. Affordable housing opportunities with forward funding.

020

TraderMark72 @tradermark72.bsky.social · 17/09/2026

#GFRD Berenberg raise TP to 750p. Cavendish raise TP to 826p from 670p. Panmure raise TP to 735p from 690p.

020

TraderMark72 @tradermark72.bsky.social · 17/09/2026

#GFRD FY Results. Adj. PBT above raised expectations, margin increased to 3.5% from 3.0% and month end cash increased. Order book increased to £4.3bn. 90% of FY27 Revenue secured. Further £15m buyback announced.

050

TraderMark72 @tradermark72.bsky.social · 17/09/2026

#KIE Cavendish raise TP to 485p from 277p based on long term FCF potential.

030

TraderMark72 @tradermark72.bsky.social · 16/09/2026

Decent rise in infrastructure plays today - #KIE and #COST breaking out. #GFRD FY results tomorrow.

020

TraderMark72 @tradermark72.bsky.social · 16/09/2026

#GAW AGM. Trading in line with the Boards expectations. 70p divi declared taking it to £3 for the year. Hopefully make the AGM today.

030

TraderMark72 @tradermark72.bsky.social · 15/09/2026

#LSL H1 Results. Benefiting from the diverse mix with revenue, profit and margin increased in prior year despite the current market. FY expectations on track.

040

TraderMark72 @tradermark72.bsky.social · 15/09/2026

#MPAC H1 Results. Not a great H1 with revenue flat and profit down in the prior year. Order book increased and pipeline building faster is an encouraging sign albeit under margin pressure. FY expectation remain unchanged.

050

TraderMark72 @tradermark72.bsky.social · 15/09/2026

#ALU FY Results. FY26 Revenue and PBT below prior year as expected. FY27 started well with revenue up 5% and order book increased 56%. First call offs for Changi Airport. Board confident in the medium term.

050

TraderMark72 @tradermark72.bsky.social · 15/09/2026

#KIE FY Results. Revenue, Op. Profit and YE Net Cash all increased and month end average net cash from net debt. Order book increased to £11.9bn from £11.0bn. >95% FY27 secured and expects at top end with medium term targets increased.

050

TraderMark72 @tradermark72.bsky.social · 14/09/2026

#CER Technical case for the 500p area based on the double-top.

010

TraderMark72 @tradermark72.bsky.social · 09/09/2026

Agreed, it seems to be the general form for the share price. If we see continued weakness before the TU, I’ll be adding again.

010

TraderMark72 @tradermark72.bsky.social · 09/09/2026

Added to my #MGNS position. TU not due until 5th November but Im expecting John Morgan to stay true to form notwithstanding the turmoil we’re likely to have in the coming weeks which may yield further opportunity…

110

TraderMark72 @tradermark72.bsky.social · 09/09/2026

#MAB1 Berenberg cut TP to 975p from 1150p

010

TraderMark72 @tradermark72.bsky.social · 09/09/2026

#TPFG Cavendish retain their Buy with 710p Target. Canaccord retain Buy and reduce Target to 640p from 660p

030

TraderMark72 @tradermark72.bsky.social · 09/09/2026

#TPFG H1 Results. Revenue and Adj. PBT increased compared with H1 25. Expects FY in line with expectations underpinned by pipeline and lettings while sales market remains subdued.

030

TraderMark72 @tradermark72.bsky.social · 09/09/2026

#MAB1 H1 TU. H1 Adj. PBT slightly ahead but warns on FY expectations and reduces to £38m from £43.4m. Market challenging and Fluent lead flows not materialised with costs incurred. Expects to strengthen in 2027.

130

TraderMark72 @tradermark72.bsky.social · 03/09/2026

#JET2 AGM TS. Summer increase in capacity and bookings, Winter capacity increased, Gatwick performing ahead of expectations. Late booking profile continuing. AIM losing another company as Main Market move planned.

060

TraderMark72 @tradermark72.bsky.social · 03/09/2026

#GFRD Contract. £110m River Mease Improvement works from Severn Trent Water. Good to see another project designed to improve river quality at long last. There will be a lot more of these flowing out in the next few years.

040

TraderMark72 @tradermark72.bsky.social · 03/09/2026

#CRST FY TU. Debt reduction ahead of previous indications with profit warning moving to a loss due to subdued sales and write down in inventory. Covenant discussions continue but further slippage. The serial disappointer that keeps giving…

060

TraderMark72 @tradermark72.bsky.social · 28/08/2026

#RNWH breaking the range with volume - see where it closes. FY TU 1st October.

020

TraderMark72 @tradermark72.bsky.social · 28/08/2026

#GDWN FY Results. A great set of numbers. A wait and see on the substantial disposal for the time being but hopefully Stoke doesn’t look too different afterward.

040

TraderMark72 @tradermark72.bsky.social · 27/08/2026

App platform is giving quotes. Web platform defaults to Limit but the dropdown box for fixed price quote is still there.

110

TraderMark72 @tradermark72.bsky.social · 27/08/2026

I’ll need to check L2 Dealer as well - getting dummy quotes for buy/sell is part of its usefulness.

110

TraderMark72 @tradermark72.bsky.social · 27/08/2026

Im using the app. I’ll check both when the market opens.

110

TraderMark72 @tradermark72.bsky.social · 26/08/2026

I still seem to be getting quotes atm.

210

TraderMark72 @tradermark72.bsky.social · 26/08/2026

#RNWH at resistance for the erm… 5th time…

030

TraderMark72 @tradermark72.bsky.social · 25/08/2026

#VLX AGM TS. Calling ahead of expectations early after the first 4 months deliver 28% yoy revenue growth and running 8% higher than the last H2 monthly average.

060

TraderMark72 @tradermark72.bsky.social · 24/08/2026

Currently down altogether atm… 🙄

110