Aston Girl

[Aston Girl @reb40]

#FORT Forterra complete the trio of UK listed brickmakers to issue Profit Warning ⚠️ after #IBST & #BRCK

“Lower sales volumes, together with reduced fixed-cost absorption following actions to align production with demand, have placed pressure on profitability”
EBITDA to be £50m

[Aston Girl @reb40]

#TENG Interims read fine with record Profit pre Tax of £3.4m

The rollout of their digital platform to 1 million HSBC Premier customers contributed to +23% growth in active members

Cash pile of £11m reassuring

Good to see the years of engine building are now paying off👍
I hold

[Aston Girl @reb40]

#DIA After rising +94% in the last year Dialight shares looked priced for perfection

However today’s Interims raise expectations “Group has the potential to significantly exceed current market expectations for net income for the full financial year”

Good to see but will they🚀?

[Aston Girl @reb40]

#FTC A nice little $3m add on order for an existing US customer developing satellite communications 👍

‘Every little helps’ as the saying goes (& diversifiers from single customer risk with SpaceX)
I hold

[Aston Girl @reb40]

#PTEC A nice start to Playtech shareholders day with an ahead of expectations (for adj EBITDA) TU today 👍
*and a bonus point for including what market expectations are

US strong, although competition is incoming
Brazil shutdown being absorbed but could be more impactful in 2027

[Aston Girl @reb40]

@dazzgedd73 Great news Dazz & I hope we get to meet

[Aston Girl @reb40]

I am reliably informed that next weeks Mello will be the best one yet

Tickets & the schedule are here:
https://t.co/Ru1ibr6Shj
*prices go up on Wednesday

I’ll be there both days so if it doesn’t spoil your enjoyment of the event I look forward to seeing you there 👌

[Aston Girl @reb40]

#SEE KPI’s read well but the elephant in the room remains, the convertible loan notes

Today’s update tells us very little new “is continuing work on a longer-term extension and refinancing options for the existing Convertible Loan Notes with Magna”
Such a frustrating company 😠

[Aston Girl @reb40]

#KNOS Interims & how nice to see a growing UK technology company 👍

Guides to inline overall with good growth in Digital Services (revenue +57%) & Healthcare strong

While the market may have been looking for an upgrade these results read well to me, good to see

[Aston Girl @reb40]

@castlefordtiger Well according to my diary it is next week (as we are now in this week 😉)

November 17th & 18th

[Aston Girl @reb40]

@immi_croissant Have you resurrected your career as a hacker again Immi?

[Aston Girl @reb40]

Well that’s a week I’d rather forget -2.3% to be +14.6% YTD

⭐️ None 😢
🐶 Most! Predominantly Oil & Defence stocks

I rather sat on my hands this week & watched the markets (& my portfolio)🎢 ⤵️

Had a very nice couple of days in town talking markets & plus the 🏉 yesterday

[Aston Girl @reb40]

@Carcosa61 I noticed that too

Perhaps with a DBay executive now on the TT Board as a NEd they feel they have more influence

Time will tell

[Aston Girl @reb40]

#TTG Interesting to see DBay have now got a non Exec on the Board at TT Electronics 👀

Will this increase the likelihood of a bid from them? 🤔
Time will tell
I hold

[Aston Girl @reb40]

@RanmoorRuffian Needs must 🤷🏻‍♀️

[Aston Girl @reb40]

3 guesses where I am this afternoon… 😂

[Aston Girl @reb40]

Good 🏉 game

Well done to the @AllBlacks

#SCOvNZL #murrayfield #scottishrugby

[Aston Girl @reb40]

Thanks to everyone who had a guess & the virtual trophy 🏆winner is @ActiveValue1

I was on the 9th floor Rooftop Bar of Soho 180 (& very nice it was too 🥂

[Aston Girl @reb40]

Ok X where am I for drinks today?…

[Aston Girl @reb40]

If anyone wants me today, looks like I’m going to be behind the sofa 🛋️

[Aston Girl @reb40]

#EAH Profit Warning ⚠️ due to lower pork prices in China

“Broadly in line” suggests a c10% miss

Other global markets are more resilient & £24m cash reassures but shareholders may wish to brace themselves for a rocky day