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Higher inflation, Higher Interest Rates coming & Higher Producer & Raw Material Costs from higher energy cost will hit UK economic growth. Slowdown of economic growth coming. These are the new market dynamics. I can see Watkin Jones shares lower still. I can see share price spikes but nervous investors will sell down shares. Just my take on things. I’ve moved into defensive growth plays now.

Strix reports Very Strong Results today.
I would say 450 pence is fair value currently now. I can see brokers upping Strix share target price again.
Here are highlights of Strix results:

AIM-listed Strix Group has grown revenues by more than 50% in the first half of this year driven by both organic growth and the acquisition of LAICA.

The Isle of Man-based which specialises in temperature control systems for kettles, reported revenues of £54.7m for the six month the end of June 2021.

That’s up 57.6% for the same period last year and an increase of 24.6% versus the same period in 2019.

The LAICA acquisition delivered strong revenue growth over the period as the Group bounced back to higher than pre-pandemic levels.

Adjusted EBITDA increased to £17.4m compared to last year’s £13.6m), representing a 27.9% increase.

Mark Bartlett, Chief Executive Officer of Strix Group plc, said: “Strix has experienced positive trends and momentum in H1 2021 and achieved significant revenue growth compared to the COVID-affected prior year and remains confident that it will deliver revenue growth of circa 30% for the Group in 2021.

“We are benefiting from being a world leading innovative and sustainable technology business and our continued focus on efficiency measures and strategic initiatives enables us to continue to prudently invest in compelling growth opportunities.”

More to go at Strix says Diverse Income Fund Manager, AA - rated. My thoughts as well. Wallet Investor says £7.85 in 5 years time but I would be looking for further upside.

Here’s the read below:
Gervais Williams: Strix brews up big gains
Diverse Income (DIV) manager Gervais Williams believes there is more to go at kettle parts manufacturer Strix (KETL).

The manager of the £434m investment trust invested in Strix at its initial public offering in August 2017 at 100p per share. The shares were down 3%, or 10p, at close on Monday, trading at 346p.

‘The prospects for the business have improved over the last four years. In August, it was one of the strongest performers in the trust’s portfolio and at the end of the month it was at 375p,’ said Williams, who manages the portfolio with colleague Martin Turner. Both hold AA manager ratings from Citywire.

Williams added: ‘Furthermore, when Strix was issued, it was expected to pay a generous dividend, and has subsequently grown it. Overall, it has delivered an annualised return of 34.2% since August 2017.’

Gervais Williams: Strix brews up big gains
Diverse Income (DIV) manager Gervais Williams believes there is more to go at kettle parts manufacturer Strix (KETL).

The manager of the £434m investment trust invested in Strix at its initial public offering in August 2017 at 100p per share. The shares were down 3%, or 10p, at close on Monday, trading at 346p.

‘The prospects for the business have improved over the last four years. In August, it was one of the strongest performers in the trust’s portfolio and at the end of the month it was at 375p,’ said Williams, who manages the portfolio with colleague Martin Turner. Both hold AA manager ratings from Citywire.

Williams added: ‘Furthermore, when Strix was issued, it was expected to pay a generous dividend, and has subsequently grown it. Overall, it has delivered an annualised return of 34.2% since August 2017.’

Strix Substantially Undervalued. The 460p Broker target (most recent) still is too low IMHO. More broker upgrades coming.
DG12: I agree this Strix totally undervalued even at current trading conditions. £7.85 share target (5 years time as Walletinvestor says) is way undervaluing this company & its trading prospects. Company growth in coming years will be at higher pace & this £7.85 seems too conservative IMHO. I was thinking a merger of their newer operations to bulk up will likely push up profit margins, reduce overheads, increase sales & geographic sales coverage. Then the thermostats business having higher sales on newer product ranges. Share price will move higher with more investor analysis, reports & company news. This Strix is so well run & company growth is shifting up gears. I see only Buys for this shares for investors wanting Growth, Value & Stability even in Difficult Times Too !

cureboy: I agree. Broker upgrades coming on back of strong company trading update rns today. This 302p WjG shares target looks cheap. Property is on heat, red hot & best times to invest. More suitable 402p target I would think. Just look at £Billion forward sales & rising. Enjoy the shares ride up everyone :-)

Jefferies broker upped Watkin shares target price to 302p just recently. I would think 300p is price barrier & rise upto it but slightly below. So around 280p but nobody can be quite sure. What’s more likely is that a profits upgrade on last time results is a catalyst for a share price rise.

Watkins shares should rise. As switch out of larger Housebuilder shares like Barratts into Watkins shares. Watkins are a safely play with Student Lets & Build to Rent (BTR). This happened a couple of years before & Watkins shares dud rise strongly then. So I expect Watkin’s shares to go to 280p in short term. Then you got good Divi payouts & Watkins I think will announce strong profit gains compared to Pre-Pandemic levels. Today Barratts issued a profits warning as compared to pre pandemic period & so it shares are down 5 % so far today. Watkin shares are going to rise strongly now after re-assess of its recovery situation & strong growth niche property sectors.

Watkins shares going up again. No reason for the shares to fall last week. No new news out yet. Off the highs of 248p. So good time to buy. I expect company news of building projects coming very soon. That’s going to propel share price higher !

Learning Technology Shares are too much undervalued. They should be rise to 360p

Switch to Insiders at Watkins buying shares, 2nd sizeable purchase now. They are buying because these shares are going up. Nobody buys for shares to go down. These is likely to be good news flow on property contracts to follow.

Watkin Jones plc (AIM:WJG) announces that Grenville Turner, Chairman, bought 87,000 ordinary shares in the Company on 28 July 2021 at a price of 229.50 pence per share.

Subsequent to this purchase of shares, Grenville Turner holds 427,900 ordinary shares in the Company, representing 0.17% of the Company's issued share capital.

Lesville, there is a bounce from which Watkins shares went down to 205p recently. You are right I did misinterpret your post and sorry about that. Your posts I do find on this Watkins chatboard quite negative and the Oh ok I hope you're right thing. Market Makers work in mysterious ways and square their positions over a period. So that day I read £1.6 millions of Watkin share buys so it's going to push up the share price some time. I see demand volumes/values higher than sales. That's what I'm reading and demand is starting to come back.

Chairman of Watkins Jones (designate), Alan Giddins has just bought 64,000 shares @230.46p using his own moneys. This gives a vote of confidence & look now the shares are rising. They are heading towards the 240 -250’s pence short term. With a further upside kick to the shares price on property contracts news.

Lesville: Watkins shares are going up. You are wrong & I hear continuous negativity from you. So why don’t you short the shares if you think they are going down from here. As I said there was something a foot last week. Indeed the designate Chairman of Watkins Jones, Alan Giddins has just bought 64,000 shares @230.46p using his own moneys. This gives a vote of confidence & look now the shares are rising. They are heading towards the 240 -250’s pence short term. With a further upside kick to the shares price on property contracts news.

Another 2 Big Watkin share buys at 230p, £1 millions bought at around 1:30pm today. So someone buying lots. Maybe Watkins good news coming next week, a news leak somewhere?

230’s pence seeing demand for Watkin shares. This following recent positive news. Maybe good news coming soon regards sales, new builds & contracts will see it share price go higher still. People were happily investing around 246 pence level before Watkins family news & now company fundamentals are improving with time. Now they got personal changes done, change of auditors done & so likely more good sales news to come soon.

Organic company growth, acquisitions going well and in line trading expectations. Sales up, profit margins similar to last time. Learning Technologies saying GP Strategies acquisition buy just announced will substantially increase profits. That’s the big takeaway here as the company profits & sales forecasts will be upgraded. Broker upgrades to higher share price company. I see Blackrock increased its stake in LTG by another 1/2 % & they see value at these share price levels.

360p Fair Value says Berenberg Broker.
Learning Technologies shares trade at 50% discount on P/E terms compared to UK software peers saying that is too cheap. This was back on 22nd Jan 2021.
Now latest acquisition of GP Strategies will boost company earnings & sales revenues. So even 360p fair value seems low, more like 432p I reckon on 20% uplift on earnings.

Berenberg analyst Benjamin May sees the firm’s update today as the ‘first of many upgrades to come’ and believes the firm can also deliver strong organic sales growth, a lack of which has previously put off some investors.

He also praised the company’s recent acquisition of performance management platform Reflektive, and regarding M&A added: ‘Assuming the company simply spends £60 million in the next two years, using existing cash reserves and modest debt we calculate £66 million of EBIT in FY22, in line with the company’s targets. On this figure, LTG would trade on 24.5x P/E, representing precisely a 50% discount versus UK software peers… this is just too cheap.’

LTG buyout of GP Strategies is great news. Means earnings going much higher. So broker share price targets are going to upped by a lot.
4 Wall Street analysts have issued ratings and price targets for Learning Technologies Group in the last 12 months. Their average twelve-month price target is GBX 218.75 The high price target for LTG is GBX 250 and the low price target for LTG is GBX 175. There are currently 1 hold rating, 2 buy ratings and 1 strong buy rating for the stock, resulting in a Buy rating

Watkins can’t get above 230p for now. Buying volume low for 220’s pence price range. May go lower still. Then as Housebuilders sector more confidence may go up. Large players like Barratts up on results only. At the moment no catalyst to push Watkins share price upwards.

Lesville: Higher Highs for Watkin’s share price. Look at most recent weekly share price charts. So 234.5p was a few shares traded but you miss the point. These are indicative price markers of where this share will ride higher. Today is a down day but Housebuilders sector have been unfairly hit especially with Barratts profits upgrade. Otherwise my opinion is that Watkin’s shares would be around 236p today. So now wait it out :-)