Member Info for Richard08

If no guilt has been proved and no fault admitted, by what criteria have they apportioned the fines payable by the house builders? Anyone know?

I suppose £15M is a small price to pay to get this over hang off the stock. Lets see what happens...

When the (potential) tariffs were announced last night, domestic US production jumped whilst foreign miners slumped. Expect a similar situation here today. So, a buying op before TACO??

Kinterra will not be happy…. Expect further legally phrased nasty words being exchanged by RNS soon! CAML do seem serious however. The saga goes on…

I’m beginning to wonder if CAML should ditch this one as it is in danger of becoming a litigation nightmare. And while they’re tied up here other opportunities may slip through the net.

Your guess is as good as mine… free version of LSE says only eight trades today, all small. Something’s afoot?

Courtesy of Proactive:

B&M European Value Retail SA (LSE:BME) shares climbed 4% on Tuesday after RBC highlighted the discount retailer as one of its top picks in the sector, citing an expected turnaround in sales and potential shareholder returns.

In a note following its European retail conference, RBC said B&M’s like-for-like sales should start to recover from the first quarter, supported by improved weather, easier comparables, and better merchandising.

The bank also pointed to a shift in store manager incentives towards driving sales rather than focusing solely on standards.

The broker maintains an 'outperform' rating and sees scope for share buybacks worth around £150 million, potentially adding 5% to earnings per share.

RBC noted that B&M’s balance sheet is strong, with leverage in the middle of its target range, and expects the company to begin returning cash to shareholders before Christmas.

The Canadian bank also dismissed fears of a structural margin reset, arguing that post-Covid margin gains from higher basket sizes, scale benefits and a growing garden centre footprint should hold.

With the stock trading at around eight times 2025 earnings and offering a dividend yield above 5%, the analysts believe B&M remains well placed to re-rate if it delivers positive sales momentum and executes the planned share buyback.

In afternoon trading, the shares were up 11.5p at 282.95p.

I suppose this wasn’t entirely unexpected… trading in the US is fraught with uncertainty at the moment. It remains to be seen how long it will last but until then, management are battening down the hatches. Hopefully this profit warning won’t be the first of many…

Blimey Doyezee, I thought I was an old timer having first bought in in 2000! I've been averaging down but I've bought this at everything from £2 to 8.5p (the last of which is looking rosy now)

Much more to come we hope!

We have had a tremendous rise in the sp as of late as toneman reminds us. But also the revenue from the LODES projects is somewhat in the future, the amount is unknown and there are other variables that the market can not price as of yet. The fact that the price has not dropped on the news is a major positive to me. I would argue that toneman's suggestion that this RNS could be digested in the near term and lead to a few more people looking to buy in could well turn out to be true.

No worries - it does seem like an excellent opportunity for IES. There's expansion possibilities and allsorts. Share price reaction is so far positive. I'm digging for the details as to who else has the bids.

Excellent news! Of course, given the recent run up we could see a sell the news event when the market opens. Or it could bounce up 20% or more. After all, this is IES on AIM - place your bets now for the share price reaction at 8am. It will be interesting to see how IES compares to other bid winners…

Nearly up 10% today. If it holds we're up 50% in a month. I know, I'm stating the obvious... but hopefully the bottom really is in this time!

The stars do seem to be lining up for IES this time.

Oh, have they removed them? Interesting... does suggest someone has prompted them to remove it just in case they get accused of something. Fingers crossed for a juicy RNS soon!

There has been a recent mention of a special divi (verbally from Loots if I remember correctly) or the possibility of interim divis being reintroduced (see interims from Feb), but no mention of either here that I can see.

Hopefully some will still be forthcoming when we get the final results in Sep. Either way, with gearing gone, debt down and gold price over $3000 the group profitability is looking good.

Price is bouncing around a lot today, as you'd expect with something so illiquid. But it is holding up above 10% it seems.

Can't argue with that, bunsenburner123, excellent summary. IXI is breaking through the roof today!

Just came across this site:

https://www.bessanalytics.com/

it's bessanalytics 'dot' com if LSE doesn't let the address through. I've only just seen it and haven't verified it to any great extent, but it appears to show interesting data on battery usage in the UK and increase in price for 2025.

Some very good % increases over the last few trading days. Hopefully some Improvement in sentiment here.

Focussing on projects that have a positive gross margin was a key point I noticed. CEO also mentioned that there are very few competitors for IES and I would imagine no other UK company has pitched for the LODES, could be wrong on that? There does seem to be everything to play for this year.