#GFRD appointed to £750m affordable homes framework by Sovereign Network Group.

Nibbled a few #CRST this morning. Previously traded out on the unsuccessful #BWY bid at 260p, bought back on the fall and sold out flat. At this level against even a fire sale NTAV feels like the vultures will circle and put it out of its misery.

#CRST TU. Seeking a temporary banking covenant relaxation as forecast revised down below interest costs. No increase in the fire safety provision - every cloud and all that…

#BBSN to get a representative in the #SYS1 board. I wonder who…

#MPAC Panmure make no changes to forecasts with TP maintained at 550p.
Shore Capital leave forecasts unchanged with implied 600p fair value.

#MPAC FY Results. In line with expectations. Revenue increased 42%, closing order book stabilised and down 24% after a challenging H1. Currently inline with H2 weighting, ME uncertainties affecting timing with pipeline growing. CFO to leave in July and is thanked.

#XPS FY TU. Record Revenue up 13% inline with expectations with strong organic performance.

#ALU Cavendish revise forecasts and reduce TP to 363p reflecting the delays. FY26 and FY27 EPS reduced. Long term structural drivers remain intact.

#ALU Q3 TU. Warns on profits and reduces FY26 PBT guidance to £11m (circa 19% on consensus) due to ME uncertainty, subdued markets and project delays while order book improves.

#MGNS TU. Expects PBT to be significantly ahead of expectations. Fit out outperforming again and expected to exceed the upper end of the medium term target.

#RNWH approaching previous resistance at 970p for the 4th time. Took a few months to break the previous range.

#BTRW Q3 TS. On track to deliver in line with consensus after solid Q3. Reservations slightly ahead. YE net cash expected ahead due to timing of building remediation payments and reduced land acquisition. ME impact currently minimal but cautious in longer term impact.

#HTG Q1 AGM TS. FY guidance maintained. Order book increased to $428.8m with tender pipeline at $1bn. Minimal impact expect from ME and staff remain safe. Well placed to benefit from increased activity.

Added some #LSL as well

Tax Rebate landed from HMRC, ISA allowance topped up. Added some new positions from my watchlist in #CRW, #LTHM and #FNTL. Eyeing a few others.

#MAB1 make a small acquisition of HomeOwners Alliance consumer platform to expand reach.

#VTY Greg bows out as Adam Daniels appointed CEO with immediate effect following a succession process. Im sure he'd have wanted to have left on a high but wish him well as he goes back into retirement. “A new broom sweeps clean”…?

#HTG announce $63.5m order for Ti stress joints to Guyana. Revenue recognised starting in H2 with delivery through to 2028.

#VLX Main Market move aimed to be prior to the 4th August to allow inclusion in FTSE250 . £40m share buyback announced.

a man is carrying a bag in front of a garbage can that says 04 60573 ALT: a man is carrying a bag in front of a garbage can that says 04 60573

They go into a very special folder…

Happy “File your tax return” Day! The email bombardment has commenced…

It will be a pleasure recovering a chunk of overpaid tax for reinvestment..

#BKG Strategy update. Tightening land acquisition to protect balance sheet, WIP management, caution on operating margin. Looks like expectations moving to the right with JPM cutting TP to 4200p from 5000p.

#RNWH H1 TU. In line with expectations, record order book. Water ahead of expectations, rail supported by maintenance, Nuclear impacted by industrial action at Sellafield, Full Circle underperfoming in France. Active acquisition pipeline. Confident in FY expectations.

Great result mate - obviously I wasn’t calling you the Monkey… 😂

April #stockchallenge starts tomorrow. March was my second worst month ever with 8 investors* getting a positive result.

*including the Monkey 🙈

www.stockchallenge.co.uk

Class selection - gets my vote. 🙋‍♂️

A much more measured and sensible place Paul. Welcome back!

Presumably he got bored after the first part of the story or just coloured the pictures in with his crayons…

#CHRT announce another contract with the Portuguese Navy. EID awarded a €42.3m contract to deliver Integrated Communication Systems and Networks.