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I suspect that there will be a US based company looking to takeover and use the data, and set up sales channels for AI.

considering the US tech landscape with the 5 heads (X, AWS, Meta, Apple, Google) all at the inauguration, there is a massive gap for a company to be against them and get lots of ad revenue from corporations looking to continue the cash in on culture

13 January 2025 = Ameriprise Financial, increased holding from 4.679% up to 5.171%

- Continue to see demand for our high-quality Custom Research data, while seeing longer sales cycles for Data Products subscription sales.

- Sales bookings momentum is expected to pick up in Q2 and Q3 FY25 as we head into renewal season for our Data Products, supported by the launch of new products and features as well as an improvement in market conditions.

- We maintain a disciplined approach to cash management, and as of 31 July 2024, the Group has a robust balance sheet, with approximately £74 million in cash and cash equivalents and €16 million of the revolving credit facility remains undrawn.

- Completed the transformational acquisition of CPS, the European leader in household purchase data across 18 countries.

- Reorganisation of our commercial teams and the expansion of our senior leadership team to drive innovation and efficiency.

- The Americas saw strong growth, driven by an increase in spend from the technology sector and multi-year tracking studies.

- Completed the acquisition of Yabble, transforming Data Products segment, maximising the capabilities of Yabble's industry leading AI platform with YouGov's superior quality data.

- Streamlining measures expected to lead to annualised cost savings of £20 million, of which the Company has taken initial action on approximately £17 million.

Company has turned a corner with cost cutting and still making £2b a year revenue and now back to profit making.

solid moat on products and full integrated sales channel across the UK and EU.

@Monty888, thank you for the tips :)

Looking at watkins I would expect sideways and slight drop back to 26 next week with profit takers, then another move north.

I was saying strong buy on this share from 6 Jan 2025, research and patient paid off.

Well that was a good day.

Back to the grind to find new opportunities, Strix is looking good for a rise and easy profit from current prise.

Would expect to see some director buys asap now results are being released.

The MCAP is small compared to the cash in the business

At the back end of the cladding issue, and by now they will have a good handle on converse costs and improved their ability to remedy the situation.

Looking at the numbers its clear the company is now in profit and revenue growth mode

Massive opportunity here:

forecast £10m - £12m profit

holding gross cash of £80m as of 30 September

expected Revenue: over £401m

Total secured pipeline of £1.4 billion (HY Results for the six months ended 31 March 2024)

The company has turned a corner, now in profit and have cash. plus due to mass migration they will have a lot of money flooding into them.

Finally, get the good news out

When are they releasing the end of year results, it should be in the next few days?

With all there cost cutting, massive pipeline, and current projects, plus having cash reserves and being in profit this year, looks like this share is about to rocket!

Update to add dates and additional new projects:

- 2 Dec 2024 - Watkin Jones wins £48m St Helen’s affordable homes deal

- 8 Nov 2024 - Watkin Jones has got the go-ahead from Leeds City Council to convert and re-purpose an old office building into 230 co-living homes.

- 21 Aug 2024 - Watkin Jones has got the green light from planners to build a high-rise student in Glasgow two buildings of 36-storeys and 10-storeys, providing over 780 student bedrooms.

- 29 Jul 2024 - Watkin Jones to start 400-bed East London student job

- 21st June 2024 - Watkin Jones given green light for 500-bed student scheme in Bristol

- Watkin Jones wins £48m St Helen’s affordable homes deal

- Watkin Jones has got the go-ahead from Leeds City Council to convert and re-purpose an old office building into 230 co-living homes.

- Watkin Jones has got the green light from planners to build a high-rise student in Glasgow two buildings of 36-storeys and 10-storeys, providing over 780 student bedrooms.

- Watkin Jones to start 400-bed East London student job

Massive opportunity here, forecast £10m profit, £65m cash, with only a market cap of £50m.

Someone could buy up the company for £50m sell off the open contracts to pay debt and still have £75m cash

These look like sells based on the timing:

07-Jan-25 12:25:56 399.00 235,000 Unknown* 937.65k O

07-Jan-25 12:25:56 399.00 235,000 Unknown* 937.65k

Maybe we will see 380 again

Price-to-Earnings (P/E) Ratio:

Assuming a conservative P/E ratio of 10-15 (considering the industry average and the company's recent performance), and using the midpoint of the expected FY24 operating profit range (£11m), we can estimate a market capitalization range of £110m-£165m.

This translates to a per-share value of £0.43-£0.64

What are we looking at from here, 470?

Good day of consolidation and buying, through the whole day there was chunky buys with small sells keeping the price in line, looking at the raw data it appears that 576k shares got bought today, about £115k worth.

Expect this to start move north now the liquidity has been flushed from the bottom.

Golden opportunity from here. This is from their last trade update:

Improved FY24 Profitability: Adjusted operating profit for FY24 is expected to be significantly higher than the previous year (£10m-£12m vs. £0.2m in FY23).

Strong Cash Position:

Gross cash is anticipated to be approximately £80 million at 30 September 2024, a substantial increase from £67m at 31 March 2024.

Net cash is anticipated to be approximately £65m, up from £44m at 31 March 2024.

Positive Market Fundamentals:

Strong demand for rental and student properties.

Supportive government policies.

Improving interest rate environment.

Continued investor appetite.

Diversification Efforts: Progress is being made in diversifying earnings through initiatives like Refresh.

Growing Pipeline: Increasing number of attractive opportunities in the land market and through alternative transaction structures for future profitability.

Strategic Review: The Board is actively reviewing options to enhance the company's medium and long-term funding position to capitalize on market recovery.