CVS rises as CMA decision brings certainty CVS rises as the CMA decision brings certainty after a lengthy market investigation into veterinary services.

CVS rises as CMA decision brings certainty:

Remedies should be manageable for CVS and Pets at Home

#CVSG $CVSG #PETS $PETS

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UK companies in the news:

#BOOT #BWY #BYIT #CPH2 #CSN #CVSG #EKF #EVPL #FEVR #FSFL #GAMA #HDD #ITX #JNEO #KGF #MBH #MPE #PETS #PGH #PZC #RCFX #ROAD #SFOR #STAF #TIME #TMG #ULTP #YOU

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UK companies in the news:

#ANG #CSSG #CVSG #DLN #EAH #EMG #FDEV #GNS #GPE #GSK #HDD #HIK #HWDN #JMGI #JSE #JUP #LSEG #MACF #MCG #MTEC #NEXS #OCDO #PIN #PLSR #PPHE #RR. #SAV #SEPL #SREI #TATE #UKW #VANQ #WIL #WPP

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#CVSG H1 Results. In line with expectations, revenue increased with PBT down 4.4% citing exceptional costs including CMA and the move to Main Market. UK market still soft. Confident in delivering FY expectations.

UK companies in the news: #ACSO #ALFA #ANTO #BEG #BKY #BOOT #BSIF #CDGP #CRST #CVSG #EDV #EMR #EZJ #FEVR #FSJ #GLEN #GNC #HFG #HVO #HVPE #III #JHD #LLOY #LUCE #OCDO #PCTN #RNK #RNWH #SAGA #SCLP #SNWS #SOM #STJ #SYNT #TPFG #TRB #WINE #WIZZ #WNX

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#CVSG with an annoying lunchtime TU chucked with the Main Market move confirmation from. 29th Jan. Looks inline albeit adj. EBITDA 🙄and expects FY inline.

#CVSG. Announces intention to leave AIM for the Main Market and a £20m buyback.

#CVSG FY Results. Revenue increased 5% with PBT slightly down on continuing operations. Net debt reduced after disposal of crematoria business. Strong start to the new FY with continued growth in Australia. CMA provisional decision mid October still an overhang.

#CVSG FY TS. Revenue growth of 5.4% with 🐂 💩 profit in line. UK market softened, Australia expansion continues. Results delayed until October while awaiting the CMA to pull their digits out in September. Sector fundamentals remain strong.

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CVS Group #CVSG
Share Price 1090p (+11.91%)

A jump but why?

No RNS.

A brokers upgrade today perhaps?

CVS Group #CVSG
Share Price 1058p

Decided to exit completely.

RNS interims have lots of adjustments.

Doesn't seem UK currently offers growth.

Yes, investments in Australia is the way to go, but not sure of returns,expected.

Stepping out for now in search of other bargains for now.

May revisit.

CBS Group #CVSG
Share Price 995p

Not sure, if CVSG would fall further or climb back. Up!

Just bought back the 40% shares of my core holding, I had sold.

Worthwhile is possible due to tightness of spread.

My reward a divi % size gain.

CMA report should be positive.

Mgmt quality is my question.

CVS Group #CVSG
Share Price 1032p (+0.2%)

H1 Trading Update was OK.

Flatish overall is my overwhelming thought.

Mgmt if graded are good, but that's it. I want more!

Shares had pushed higher on market repricing.

Decided in a fever momentt to reduced my holding by 40%.

Can buy back if persuaded.

#CVSG
Limited turnover growth

Risk is the quality of management.

Expansion was previously curtailed in previous countries. Mgmt learnt scale not there! Is scale the only advantage. Hmm..

Australia?
Won't locations be so distant from each other?

Ignoring CMA.

Want to see CAPEX adding to EPS.

Market reaction was initially positive on #cvsg but in end only closed marginally up.

Trying to work out if I should be buying or if I leave alone.

CVS Group #CVSG
Share Price 828pp (+0.85%)

Forecasts in line for y/e.

UK demand is flat.

Pet members slowly growing.

Pressure on Australia to offset headwinds in UK.

Flat eps this year and year after?

NI to cost extra £8m in full year 2025.

Been busy averaging down post CMA investigation!

Good speech by the Exchequer.

Tory's will be embarrassed, but won't show it.

SPs dipped last week or so,
anticipating possibly worst budget news.

Any blow had been built into SP's. A better option was to buy the SP's dip and a kinder budget.

CVS #CVSG jumped dramatically 8.38%.
Not sure why.

No new positions
Added to several holdings.

CardFactory #CARD
Whitbread #WTB
CVS Group #CVSG

Georgia Capital (high risk) #CGEO.

Visited local CardFactory shop.

Yes, overall well stocked and tempting. Prices when asked have risen. Good! Didn't spend.

Instead smugly bought more #CARD shares!

CVS Group #CVSG
Share Price 919p (-0.5%)

Bearish at the right time.
Exited fast on 26 Sept RNS.

I disagreed with the initial Bulls reaction.

Been averaging back multiple times.

Chose better not to time my re-entry. I bought back steadily on small SP drops.

That option has cost me c.8% more.

CVS Group #CVSG
Share Price 943p (-2.1%)

Sliding SP into Oct 30th budget.

Fears probably correct on future AIM inheritance reliefs being removed.

Guessing reliefs already in place will stand.

Sell-off before budget may be built posibly into SP.

Using a scalpel approach.
Adding slices at a time.

A few small buys in relation to size of existing holdings.

#GCEO
Georgia will ultimately work out. It could be messy for weeks post-election. Added ~1034p

#CVSG
My injection booster!
Added at ~965p to bring my average price back towards < 1000p.

#SAGA
Upset stomach when <130p, but added. @129.5p

A busy morning!

Topping up CVS Group. #CVSG at 1025p. Halfway to my core holding.

Topped up also on CMC #CMCX at ~299.5p. I already own a full position.

On weekend reflection, I thought here might be a bottom in Saga #SAGA. Added more at ~137p. A few more crates to bring my holding to a round no.

CVS Group #CVSG
Share Price 1050p (-6.2%)

Sold my entire position post interims.

Yes, finally, SP retreats.
SP lurches down -6.2%

Alert to see any RNS news missed. Only one.

I'm back in!

Bought 25% of my original holding.

Bulls held sway for last two weeks post interims.

Patience rewarded!

CVS Group #CVSG
Share Price 1101p (-6.38%)

Read results differently to the market. Felt SP would fall.

But, SP only dropped briefly.
SP consistently rose to 1178p.

Sold gradually all my holdings. My highest price was 1152p.

Was worried that anytime SP might fall <1000p.

Maybe both sides wrong.

CVS Group #CVSG
Share Price 1073p (at open)9

Ugly FY figures.
Softness in demand hurts hard.

Profit before tax £38.2m

Profit for year after discontinued losses £6.4m

Board is happy with consensus earnings for FY 25 of 95.5p eps.

Holders will be barking mad.

Lightening my holding a little!

#CVSG FY Results. Revenue up but earnings and profit impacted by exceptional costs relating to Netherlands disposal, potato incident, ongoing CMA and softer demand. Net debt increases. Outlook sees short term headwinds in the UK and significant expansion opportunity in Australia.

#CVSG FY Results. Revenue up but earnings and profit impacted by exceptional costs relating to Netherlands disposal, cyber incident, ongoing CMA and softer demand. Net debt increases. Outlook sees short term headwinds in the UK and significant expansion opportunity in Australia.