Member Info for Monty888

Great results underpinning the TU. Per the results statements some acquisitions are paid for in cash and shares, there are lock-in time caveats associated with these share based payments and one may see some ex owners de risking their families money buy partial or completely cashing out on their holdings upon release. Bigger picture is Volex is superbly managed strategically and in an AI sweet spot not mention it’s 27 factories across the world global footprint enabling it to help customers avoid high tariffs and freight costs - Its competitors can’t do that. Won’t be long IMHO before it gets above 700p - Main market is way more regulated opening the door to more global funds to invest in - Many have caveats that do not allow them to invest in AIM shares - I’m very bullish over the medium term as a I see Volex as steady and safe. GLA

155p

Hard to understand with less shares in issue and results at historical highs why it’s not the £12 mark it used to trade at. Maybe that’s on the way again, let’s see. I still think Molson Coors will make a bid and if they are smart thaws could probably get us for £12 to £13 as a premium on current average trading levels.

“Another false rise” you say. Just like the actual product I suspect from the lack of repeat sales 🤗

Agree P/E 21 is pretty high on comparatives. Suggests it’s fully valued for now anyway.

New bill hits the product makers of the cladding not the builders or fitters, this could be helpful to WJG. I wonder how long and how effective it will be though in getting them to cough up.

Powers to make construction product manufacturers pay towards removing unsafe building cladding are promised in a new Remediation Bill

As of May 2026, Kingspan Group’s market capitalization is about 14.1 billion euros, which is roughly 16.8 billion US dollars. The company’s share price is currently around 77 to 78 euros. So they are big enough to cover and settle and their K15 didn’t pass legal requirements testing above a certain height.

It’s interesting that we have net cash on hand of £61M and a current market cap of £56M at 22p per share. So all of WJG business has a total negative value - Either the next results will show a massive net cash depletion and asset devaluation or we are incredibly undervalued. As we are predominantly student lets and government PSBA projects that are both in an under supply status vs need, I would suggest we are incredibly undervalued. DYOR.

Today 07:00

RNS Number : 3232D

Taylor Wimpey PLC

07 May 2026

07 May 2026

Taylor Wimpey plc

Transaction in Own Shares

Taylor Wimpey plc (the "Company") announces today that, acting through its corporate stockbroker, Citigroup Global Markets Limited (the "Broker"), it has purchased the following number of the Company's ordinary shares of 1 pence each in the period from 30 April 2026 to 06 May 2026.

Date

Number of shares purchased

Highest price paid (GBp)

Lowest price paid (GBp)

Volume weighted average price (GBp)

Trading Venue

30 April 2026

914,702

77.96

76.24

77.18

XLON

01 May 2026

816,526

79.64

77.50

78.60

XLON

05 May 2026

2,904,916

79.46

78.42

79.11

XLON

06 May 2026

2,257,995

84.06

80.46

82.20

XLON

The Company intends to cancel the purchased shares.

Following the above transaction, the Company holds 32,084,423 of its ordinary shares in treasury and has 3,499,328,636 shares in issue (excluding treasury shares).

Today’s RNS says for cancellation.

One day to start to save the country vote Reform.

I like the fact that we are doing the buybacks for cancellation whilst at this very low share price. The brightest dawn follows the darkest night they say.

It just seems so undervalued from over 500p last year, numbers off a little ok maybe 400p ish but this seems like the bargain of the century. Looking forward to the next results and a re-Ratating

I think so too, insider trading going on right now it seems if watching the SP patterns. I should think they will rush to get an after hours RNS out today. Let’s see.

All good for Volex data division with AI needing around 4X cloud versus standard protocols

This mornings LSE update

“Investors were also digesting results from four of the 'Magnificent Seven' after Microsoft, Meta, Alphabet and Amazon reported overnight.

Matt Britzman, senior equity analyst at Hargreaves Lansdown, said: "Big Tech results gave investors plenty to chew over, but the broad message was hard to miss as AI moves from promise to profit engine. Growth was strong across the group, cloud demand accelerated, and the message from management was clear: the buildout continues”

Warpaint - 2017 capital raise at 190p. P/E 6.6 at 175p pays 7% divi. (Looks too cheap at 175p). Was 630p less than 2 years ago, £5 less than 1 year ago.

Berenberg cuts Warpaint London price target to 470 (510) pence - 'buy'

Market cap £59M - Net cash £70M. The 3 divisions all making progress. Once we see hard numbers in next results with no surprises we should see an uplift (Net debt and interest rate on debt + Provision for cladding hopefully down to £40M from over £100M we should see an SP uplift - We know revenue is lumpy as its project based mostly and it will be similar to last year already - Looking forward to next results details, at this price from what we know and its market cap, vulnerable to an M&A and I think 30p ish should be its current fair value - For these reasons I rate WJG a Strong buy. GLA.

Been around, same old misleading RNS’s. Clearly the products don’t work which is why they don’t sell. The BOD should be in jail for fraud quite frankly.

Lots going on, bad debt one off write off’s. Strategic role outs look very good and need time to to flower. Cash on hand and no debt is powerful. Only paid £1.4M for brand architects. Revenue up a bit in total like for likes variable. On line doing great but small numbers. EPS down, divi up….Holistically I’m quite bullish but staying humble as with global wars etc will people adding War Paint 🤗