IGG Valuation Improves: Lower P/E, Higher Dividend, Buybacks
ShareScope has #IGG on fwd p/e 11.6 falling to 10.5 and fwd Divvy 3.5% rising to 3.6%, BEFORE 5% jump today - BUT remember there are Buybacks on top. With a strong history of growth it seems reasonable value still.
IGG Beats Expectations, Launches £125m Buyback Amid Volatility
#IGG results taken well by the market and increased volatility from Iran crisis adding to activity. Interesting comments about product range, cost reduction, customer acquisition etc. New share Buyback programme of £125m. Strategy Review to report in the Autumn.
Duke Announces 0.70p Q4 Dividend, Ex‑Div March 26
#DUKE to pay a Q4 Dividend of 0.70p per Share with ExDiv date 26th March 2026.
BA Exits Air Astana with $30M AA80 Sale
#BA. selling final holding in Air Astana #AA80 for about $30m; good thing to be out of.
S&P 500 Tests Support Near 200‑Day MA
#SP500 Down Candle and parked on 200 day MA Line. Support 6521, 6443, 6360. Resistance 6710, 6845, 6901. RSI 39 not low. 13/21 day EMAs Bearish. Top Bollinger Band 6860. Midpoint Line 6727. Bottom Band 6590.
Hammer Pattern Signals FTSE100 Reversal After Seven Days
Starting to look like that Hammer from about 7 days ago has marked the turn on the #FTSE100 https://t.co/kufK73ap8s
SAG Shows Strong Value Despite No Personal Holding
#SAG good results and Outlook. Net Funds £61.2m (up a lot). Share Buyback up. ShareScope has fwd p/e 13.9 falling to 12.9 and fwd Divvy 1.6% rising to 1.7%; strip out cash looks great value. I don't hold.
Retail Margins Are 1‑2%, Not the Quoted 6%
This irritates me so much when presented on various TV programmes. That 6% Retail Margin is actually much smaller; 1% to 2%. The 6% figure includes lots of costs like staff, building, expenses, blah blah.
EU Approves Imfinzi‑chemo Combo for Gastric Cancers
#AZN Imfinzi (durvalumab) combined with 'standard-of-care' Chemotherapy has been approved in the EU for treating Adults with forms of Gastric and Gastroesophageal Junction Cancers, following the MATTERHORN Phase III trial.
FTSE Small-Cap Faces Bearish Pressure, Testing Support
#FTSEsmallcap small Down Candle. Support 7354, 7155, 7102. RSI 32 low but not Oversold. 13/21 day EMAs Bearish. Down Candle on Weekly. Top Bollinger Band 7918. Midpoint Line 7675. Bottom Band 7432.
Nasdaq Tests Key Support Amid Bearish Indicators
#Nasdaq Comp Down Candle and testing Support. Support 20906, 20560, 20000. RSI 41 not low. 13/21 day EMAs Bearish. Inverted Hammer on Weekly, but really a doji. Top Bollinger Band 23030. Midpoint Line 22572. Bottom Band 22122.
UBS Projects 9.5% Total Return for AV by 2028
'Investors' Chronicle' p39 this week mentions UBS expectation of a 9.5% yield from #AV. for 2028, comprising Dividend payment and Share Buybacks.
FDA Approves GSK Arexvy for At‑risk Adults 18‑49
#GSK Arexvy RSV Vaccine approved by US FDA with a wider indication for Adults aged 18 to 49 who are at increased risk of Lower Respiratory Tract Disease caused by RSV.
New Nuclear Rules Raise Radiation, Workers Exposed Outdoors
Kathryn Porter saying our Nuclear Power Station regulations are so insane, there is a policy of improving Radiation Levels with each new Station. Trouble is we now are in a situation where a Worker is exposed to higher Radiation outside...
ALFA Climbs 9% Despite AI Fears and Dividend Cut
#ALFA hit 9% although the FY Results read very well. ShareScope has fwd p/e 19.4 RISING to 19.8 and fwd Divvy 2.6% FALLING to 0.9%, BEFORE drop today. I guess AI fears are hurting but ALFA claim AI will help...
FTSE100 Stalls in Sideways
#FTSE100 doji Candle and Sideways. Support 10082, 9630. Resistance 10636, ATH 10935. RSI 48.5 near Neutral. Doing 13/21 day EMA Bear Cross. Bottom Bollinger Band 10075. Midpoint Line 10530. Top Band 10978.
DAX Slides Into Gap, Bearish Signals Dominate
#DAX doji Candle and dropped back into the Gap from yesterday. Support 23342, 22927. Resistance 24061, 24367. RSI 40 not low. 13/21 day EMAs Bearish. Bottom Bollinger Band 22852. Midpoint Line 24170. Top Band 25470.
Brent Oil Stalls Near $95 Resistance, RSI Overbought
#BrentOil Comp Doji Candle and Sideways. Support $84.1, $80, $73.2, $66.8. Resistance $95, $100, $108.2. RSI 70 Overbought. Top Bollinger Band $105.6. Midpoint Line $85.3. Bottom Band $64.9.
War Insurance Boom as Gulf Datacenters Seek Coverage
Leigh Harris says Insurance industry could make out big over the Iran War. Lots of Datacentres are being built around the Gulf and they now want Warfare Insurance cover.
Oil Tanker Risk, Not Insurance, Drives Sky‑High Premiums
Leigh Harris, Insurance Writer at FT, says the Oil Tanker problem in Strait of Hormuz is not due to Insurance. Underwriters are insuring Ships but can be 12x the usual rate. The problem is risk of being sunk and to crew...
NICL Shows Modest Gains but Remains Low‑rated
#NICL decent results. Cash (I think that's Net) £55.7m (up). Interesting Brand Licence with #APN (I hold APN). ShareScope has fwd p/e 13.6 falling to 12.9 and fwd Divvy 3.7% rising to 3.9%; strip out cash it's lowly rated. I...
SUPR Trades Near NTA, Targets Dividend Growth, Acquisition Opportunities
#SUPR results OK. EPRA NTA per Share 87.5p (up) against Share price 82p; so discount relatively small now. Cost down from bringing operation in-house. Target minimum 2% Dividend Growth from FY2027. Appears to be lots of opportunities to acquire Supermarket...
GTLY Chooses Jylo AI for Multi‑Vendor Flexibility
#GTLY adopting the Jylo AI platform after a 6 month evaluation. Rather than being tied to a specific AI technology, this apparently enables access to a range of tech across various suppliers.
SP500 Do
#SP500 doji Candle. Support 6636. Resistance 6845, 6952. RSI 45 bit off Neutral. 13/21 day EMAs Bearish. Bottom Bollinger Band 6724. Midpoint Line 6844. Top Band 6965.
Brent Oil RSI Hits 15‑Year Highs
#BrentOil Comp RSI 92; highest over 15 years. Weekly RSI 79; highest in 15 years.
UK Defence Incompetence Could Undermine Industry Business Prospects
Interesting (and depressing) suggestion from Andrew Lillicote that UK's exposure of utter ineptness with its National Defence may impact ability for Defence Companies to win new business.
23 Years of Dividend Growth Amid Volatile Uptrend
Couple of impressive aspects to #CKN - 23 years of Dividend growth and ShareScope showing the Share Price Chart in an Uptrend for 23 years (coincidence?). Quite wide swings in the Uptrend Channel though. I don't hold.
GSK Secures $300M Upfront for Linerixibat Deal
#GSK to get $300m upfront and $100m upon US FDA approval plus $20m for EU approval and up to $270m sales based payments from Alfasigma who will acquire rights to Linerixibat, a bile acid transporter inhibitor, currently under development.
Government Subsidizes Industry Energy Costs, Shifts Burden to Households
Latest cunning plan from Government is to spend £1bn to give big industry lower Energy Bills. Of course, the catch is that it will be paid for by increasing domestic Bills. Genius.
HSP Sells Land at Premium, Dividend Rises, Not a Hold
#HSP selling a 2nd tranche of its renewable energy land portfolio for £6.8m, at 6% uplift to independent valuation. ShareScope has fwd p/e 12.4 falling to 12.2 and fwd Divvy 5.1% rising to 5.2%; nice income. I don't hold.
AVON Lands $12.7m Order,
#AVON won a $12.7m order for Filters for a middle east customer. ShareScope showing fwd p/e 20.5 falling to 18.3 and fwd Divvy 1.3% rising to 1.5%; not a crazy rating for a defence stock and seems to be on...
HSP Lifts Guidance 4% After New Contracts, Dividend Climbs
#HSP upgrading guidance by 4% after winning contract with #BBY and one with #DRAX . ShareScope showing fwd Dividend Yield 5.2% rising to 5.3%. Nice Uptrend. I don't hold.
AV Posts Strong Results, Launches £350m Buyback
#AV. Results look good. £350m share Buyback programme. ShareScope has fwd p/e 12.1 falling to 11.3 and fwd Divvy 5.8% rising to the 6.2% (remember Buybacks on top).
Markets Bounce Back, Bullish Setups Dominate After Iran Crisis
Some observations on the Index Charts: Lots of Bullish setups across the whole lot. The unstable situation from yesterday of the Candlesticks being outside the Bottom Bollinger Bands has corrected very quickly. I find it amazing how markets have shaken off the...
CORD's 3.9% Yield Positions It as Income Play
ShareScope has #CORD on a Forward Dividend Yield of 3.9%; it might work as an Income Portfolio stock. I don't hold.
NET Shows Solid Recurring Revenue but I Won’t Hold
#NET decent HY Results. Net Funds £13.8m (down due to acquisition). 83% Recurring Revenue. ShareScope has fwd p/e 23.9 falling to 19.8 and fwd Divvy 1.1% rising to 1.2%, strip out cash and it's reasonable. I don't hold.
RPI FY Results Unveiled at Investor
#RPI looks like FY Results on Tuesday 31st March with an Investor Meet presentation at 2pm:
FTSE250 Shows Bearish Momentum, EMA Cross Looms
#FTSE250 big Down Candle. RSI 44 bit off Neutral. Could be lining up 13/21 day EMA Bear Cross. Closed below Bottom Bollinger Band which is unstable.
Market Dip Matches Expectations, FTSE
This is certainly more like the whack to markets I had expected yesterday. At least I might get a good opportunity to open a GIT #FTSE100 Long at some point. :-)
AIM Shares Hold Sideways, Bullish EMAs Tight, RSI Moderate
#AIM All Share Doji Candle and Sideways 4 weeks. Support 796, 775, 746. Resistance 837. RSI 61.5 not high. 13/21 day EMAs Bullish but Lines tight. Top Bollinger Band 822. Midpoint Line 814. Bottom Band 807.
FTSE100 Slides From ATH Amid Overbought Signals
#FTSE100 Down Candle off ATH. Support 10554, 10232, 10000. RSI 80 still crazy Overbought. Top Bollinger Band 10928. Midpoint Line 10722. Bottom Band 10522.
DAX Gaps Down Yet EMAs Signal Bullish Momentum
#DAX Gap down and Long Tails Doji but still in bigger Sideways Range. Support 24272, 23924, 23433, 23277. RSI 47.5 bit off Neutral. 13/21 day EMAs Bullish. Closed outside Bottom Bollinger Band 24716. Midpoint Line 25095. Top Band 25478.
CRW's Buyback Fails to Offset Low Valuation
#CRW decent results and update. Launching $25m share Buyback. ShareScope showing fwd p/e 17 falling to 15.2 and fwd Divvy 2.1% rising to 2.2%; historically this seems a low rating. I don't hold.
80% of Revenue Target Already Contracted, AI Fears Dragging Stock
#DATA results look OK and interesting bit about 80% of Analyst target for revenue already contracted. ShareScope has fwd p/e 11.6 falling to 9.1 and fwd Divvy 1.8% rising to 2%; I suspect it's been weak due to AI fears....
TSTL Beats Targets, Cash Rises, US Sales Improving
#TSTL HY Results read nicely and reiterate on target for FY. Net Cash £13.29m (up). US sales picking up but still relatively low. Happy holding :-)
GHH Shows Debt Reduction, Attractive Valuation Ahead
#GHH interesting Update with signs of improvement. Net Debt down a little to £28m. ShareScope has fwd p/e 16.9 falling to 14.2 and fwd Divvy 1.8% each of next 2 years, BEFORE 5% jump today. Worth considering. I don't hold.
BBOX Offers 5% Yield, Growth Drivers, No Hold
#BBOX decent statement. Not much Discount to NAV but ShareScope showing fwd Dividend Yield 4.7% rising to 5%; several growth drivers so definitely interesting. I don't hold.
RAT Beats Expectations; Dividend up, Buyback Announced
#RAT results and forward statements read well. ShareScope has fwd p/e 13.6 falling to 11.8 and fwd Divvy 4.5% rising to 4.9% BEFORE 5% jump today. Nice Dividend and starting an additional Buyback. I don't hold.
WIL Shows Decent Fundamentals but Weak Chart, Not a Hold
#WIL results read OK. Has debt now and acquisitions weakened margins. ShareScope has fwd p/e 11.1 falling to 9.3 and fwd Divvy 4.4% rising to 4.6%; attractive numbers. Chart weak and AI possible threat. I don't hold.
TATE's Weak Performance Calls for Patience Despite Yield Rise
I keep looking at #TATE as something for my Income Portfolio but unfortunately it seems to have got itself in a bit of a rut of weak performance. ShareScope showing fwd Dividend Yield 5.1% rising to 5.2%; patience needed then.
