Sigmaroc. Share Price (SRC)

So fidelity have taken a 5% plus stake in SRC.very interesting.

I ss we have a trading statement on the 12th, presumably ahead of the agm.

Mega brings her ESG experience, just when the tide is turning on this nonsense. Just my opinion but ESG and DEI are now being attacked increasingly, but I guess for now they have to play the game, given BlackRock investment.

More accurate to have said limestone quarry.

The sp has dipped slightly on release of the results. Nothing to be overly concerned with. The bottom line has taken a hit from interest payments which is to be expected. Also importantly, due to the timing of the CRH deal in early Jan, more than £20m in associated costs.

Going forward, the view is that interest rates are on the way down this year. With regard to H1 and Full Year bottom lines for this year, we know that some of the CRH deal costs have already been accounted for. Plus we can expect to see increased revenues as a result of that initial deal. Throw into the mix the recent additions to the board and I'm happy to hold. That said we won't see the full benefit of the whole CRH deal and Interest rate reductions until Full Year 2025. By then, it is quite possible that the sp will have gone back over 100p.