Costain $COST.L secures significant contract with Norfolk County Council for the West Winch Housing Road scheme, part of a £122 million infrastructure project. https://t.co/47ogQo5qr6
$JPM changes view on oil, says prices should be near $130 / barrel now and will have no choice but to spike above $150 / barrel within the next 4 weeks.
https://t.co/4GGsshaQjm
#RFX Interims read well & culminate in my favourite expression, “Board currently anticipates that profit before tax for FY26 is expected to be in a range of £30m to £33m, ahead of current market expectations”
Management look to be doing things right, not sure why I don’t own any
✅@Experian FY26 was a record year for #EXPN in both revenue & profits, w/ revenue from ongoing activities up 13% at actual exchange rates & 8% organically to reach U$8.4bn. Organic growth accelerated to 9% in Q4, alongside another year of margin expansion
https://t.co/HyECfFCoqg
Just an FYI.
I initiated a transfer of my ISA from HL to IG. Purely shares and some cash. The equities have landed today with the cash to follow. Process has taken 28days.
Just in case anyone else is considering a move.
Viktor Gyökeres gave #Arsenal everything tonight. He fought for every ball, ran defenders into channels they didn’t want to go, drew fouls, held the ball up, brought others into the game, and, even in injury time, he was giving us a constant out ball. A warrior desperate to win.
TGA +17% higher since that daft drop.
The front contract for benchmark coal now at its highest since October 2024.
Some buyers switching from lng to coal.
ZOTEFOAMS
CEO, CFO FY results catch up. Wow again. Nike is a very key customer Zote now an inner circle member . New global capex/ factories, new executives, new outlook….. newish CEO and CFO. Things moving.
Monthly visits by Nike to the factories. More business if a success? The Vietnam & South Korean moves are relationship clinchers. Nike contract is exclusive until 2030. £70m rev last year. …. only going up.sheets of foam to mould injections, 45% waste become 2%. Innovation is key. Remember Zote supply the top
spec shoes & would like to supply lesser valued ones. Other Vietnam/SK industrial customers? car industry?
US capacity doubles with 2nd pressure vessel. Big sales upside. Croydon factory losses business to Vietnam but needs the fulfilment capacity.
Seems revenues will soon be £200m under the new CEO. Was £100m with old one! Totally different character, Ronan growth minded, sensible risk taking & now industry focused.
A really strong year & plenty of positives in the pipe for 2026. OKC being integrated, new product categories. Aerospace mentioned (Boeing).
Expect a series of acquisitions to follow, the OKC integration process a blue print.
They were at full capacity but now able to serve others. Amazing what goes on in Croydon!
#MEGP reports a record £78.2m PBT, up 6.5%. Laundry operations grew with 1,145 net unit increase. Dividends rose 9.5%. Launching £18m share buyback. https://t.co/OZ1vesChY2