@tradermark72

Investing in my SIPP & ISA since 2009. 35 years in Construction/Housebuilding/Land Trading. I may have positions in shares I mention -DYOR. Keen cyclist.

 Congleton, Cheshire
Joined May 2010
  • Tweets3.6K
  • Following325
  • Followers480
998Media
#BMY H1 Res. Revenue of £151.6m and Adj. PBT of £16.8m and net cash of £22.8m. Strong start to H2 ahead of anticipated record FY with two Sarah J. Maas novel releases and Anthropic settlement.
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Day 54 in the Brave Bison House. Oli and Theo are in the kitchen having a philosophical debate about what point a horse is in fact dead and should start being flogged… #BBSN
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🎙️New episode of The Desert Island Investor @MarkAtkinsonDII is known for diving after sunken treasure, but this time he’s found some floating treasure: his new holding in Clarkson PLC $CKN, the world’s largest shipping services provider ⚓ 🎧 progressive-research.com/pod…
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Increased my #VLX holding this morning.
TraderMark@tradermark72Oct 19
#VLX H1 TU. Record H1 with growth across every area, H2 expected broadly similar, FY op. profit expected at upper end of expectations.
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#GFRD appointed to £5bn Pagabo Major Works Framework in addition to previously announced Infrastructure Framework. I was starting to get concerned it’s been two weeks without announcing another contract….
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Jeffries raise #VLX TP to 750p from 700p.
TraderMark@tradermark72Oct 19
#VLX H1 TU. Record H1 with growth across every area, H2 expected broadly similar, FY op. profit expected at upper end of expectations.
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#VLX H1 TU. Record H1 with growth across every area, H2 expected broadly similar, FY op. profit expected at upper end of expectations.
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You know when the kids were little and brought every sort of cold and sniffle back from nursery and Primary School? Turns out in their early 20s little changes when they come back from an all night rave… 🤧🙄
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Added again to my #MGNS position this morning.
TraderMark@tradermark72Sep 9
Added to my #MGNS position. TU not due until 5th November but Im expecting John Morgan to stay true to form notwithstanding the turmoil we’re likely to have in the coming weeks which may yield further opportunity…
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Canaccord raise FY27-29 revenue and EPS 1-2%. TP unchanged at 469p (51% upside)
TraderMark@tradermark72Oct 15
#XPS H1 TU. Revenue growth of 12% of which 11% is organic, confident FY Results will be slightly ahead of board expectations.
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#XPS H1 TU. Revenue growth of 12% of which 11% is organic, confident FY Results will be slightly ahead of board expectations.
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Some big bonuses at #CKN coming…
David Buik
@truemagic68Oct 10
BLOOMBERG - "It’s now more expensive to hire a tanker from the US to China than to launch a rocket into space. That ocean journey runs about $80 million, compared with $74 million for a standard commercial launch. The eye-watering prices are the result of a global tanker shortage that’s getting worse."
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Beautiful venue for the #GDWN AGM in my backyard. Good to see @JimWall84 again and meet @rhomboid1MF at last.
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Breakout on #RNWH looks to have held and gone through BRN 1000p this morning after a large trade at open.
TraderMark@tradermark72Oct 2
Once again (for the 6th time..) #RNWH finds itself in breakout territory of this sideways range. Volume a bit lacklustre so suspect this may not hold either but I live in hope...
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#CKN Berenberg raise TP to 6025p from 5925p
TraderMark@tradermark72Oct 6
#CKN Panmure raise TP to 5730p from 5620p.
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DB raise #CKN to 5800p from 5300p
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#GFRD appointed to the Oxford Inspire framework on Lot2 worth up to £1.6bn over 8 years for projects in excess of £15m.
TraderMark@tradermark72Oct 5
#GFRD another appointment, this time to the £3.0bn Constructing West Midlands Framework for Major Works in excess of £10m.
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TraderMark retweeted
Jamie Ward@JamieCDubyaOct 6
On #CKN this AM substack.com/@wonderstcks/no…
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#CKN Panmure raise TP to 5730p from 5620p.
TraderMark@tradermark72Jul 1
Added to my 16yr old position in #CKN yesterday. I thought it might yet see 4000p but 4200p seemed to be holding after a few days of some large trades only to see it fall through the level into the close. Seems to have bounced the 200ma strongly today though.
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#CKN TU. Following strong trading, the Broking division has performed significantly ahead of expectations. PBT for the FY now expected at £135m (consensus was raised to £113.7m) and forward order book increased.
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