Member Info for Roguemale1

Https://www.constructionenquirer.com/2026/06/23/mulalley-wins-1-8m-claim-over-defective-render-system/

Thanks Thissen.

Rupans, I'm afraid I cant do those saturdays either...hopeless we are.

Ah a glorious Le Mans has meant I have missed the latest nearest the pin then , though why it should be frozen when some entries say they assumed an Iran settlement I do not know. 640 for me in or out, and I will also chuck the fare behind the bar.

Rupans you still talking London drinks?

Https://www.constructionenquirer.com/2026/06/04/watkin-jones-green-light-for-cardiff-33-storey-co-living-tower/

OK, so I've watched the rest.

Summary overall. Business stable, being cautious, preserving cash. DIversification is propping up revenues eg Refresh business growing, single occupancy housing hotels etc. This will be good in due course when traditional market recovers. This is still constrained by high gilt rates whose drop last year has been reversed by Iran. Cash wont be used for share buy backs, dividends return when appropriate. Remedials progressing gradually.

So for me anyway, its not a worry still a buying opportunity at the price but even with an end to Iran it's gonna take a while.

Anyone else who watched add anything else/correct me on anything?

You'd be right.

It'll be the geo politics innit?

There was a poll asking how you thought the current share price was, under-valued, about right....Im sure that may have been a message.

I switched off halfway through-anyone make the end?

Tomorrow at 1330-1430. Hopefully they will flesh out the cladding issue a bit more.

Simply Wall Street beginning to like this now, showing a 70p fair value albeit that may come from the house broker...

A few agreed with you today. I am starting a job preceding them in a couple of months will be interesting to see what the guys at the coal face think about life.

I think I read one of the performance measures in the last report for the Directors was a share price of 40p. SO they'll definitely hit that, though I thought it lacked a bit ambition personally.

I suppose from where we are that would be a relief but come on boys, want to see more than that!

Rupans, re London meet.

Up for it in theory but June means Le Mans so some dates out. Could do something before the £10er anyway!

Https://www.constructionenquirer.com/2026/04/21/watkin-jones-clears-gateway-2-hurdle-on-bristol-pbsa-job/

I'm in Alnwick, either .

Was the 29th last year so based on same last Tuesday will be 28th... needs some good news

Good for us and good for the Directors! Well on target for restoration of divi next year. Leverage going well in the right direction.

Best get the diary sorted Alnwick!

Well we'll see what actually happens wont we?

Hopefully we can get back to talking about SAGA with numbers due soon.

FWIW I didnt read Alnwick as having sold anything.....

X 2 mate? From lunchtime... all good. Holdings shortly maybe.

2 II increasing..?

And all quiet here. Schuuuushhhhhhhh!

I like it.

A few more tomorrow I think.

I think we should get a TU mid April going on last year anyway...

I would agree re cladding. If you re read the last few releases it doesn't easily show exactly where they are now at. Down a bit up a bit. It would be nice to have a clear unambiguous statement that this is left to do and we think it will be done by then.

As long as cash still looks ok we should be fine-was the recent rise not due to Fulcrum buying in?

Construction is still pretty quiet tbh

Good points well made... he's wrong on the shares in issue mind you.

Nice to see you boys back! I think this is people locking in some profits, no harm in that. Next results should reassure imho.