Member Info for TaltBong

I see today's news that InPost have bought Yodel as good for Paypoint in that it removes uncertainty over the shakey Yodel. Paypoint retain their 4.5% stake.

"Parcel locker company InPost has acquired Yodel, one of Britain's biggest parcel delivery firms, it said on Thursday, a move that will make the Polish group the third-largest independent logistics player in the UK.

Under the terms of the deal, InPost has acquired 95.5% of Yodel parent Judge Logistics' (JLL) share capital, with PayPoint retaining a minority stake of 4.5%.

This from David Selmes (thanks)

Shore Capital have, today, reintroduced coverage on W7L forecasting strong growth with an FY24F EPS of 23.1p and 27p for FY25F.

Galliford Try has won a £63m contract to build Single Living Accommodation (SLA) at RAF Digby in Lincolnshire. Works start within months. Every little helps.

Lord Lee, as it were, has invested back into TOWN. Listen here https://youtu.be/-TTJEk6NoKk?t=1662

Yes. When I read the RNS this morning I hoped for a positive move but you never know how this market will react. The sale of St Tropez still in progress rather than resolved could have been negative in some peoples eyes but now we have a good move up in the SP and the sale still to come. Now my biggest holding so crossing my fingers this move up will stick then we get a gradual drift up over time with further positive news maybe. GLA. Lord Lee also a holder here of course and putting in a good word for it on Investors Chronicle podcasts periodically.

I know it was noted here yesterday but worth repeating!

Thanks to eparo for posting the following on Stockopedia this morning:

Card Factory is a top Berenberg pick

Strategic progress at Card Factory (CARD) has made it a top pick for 2025 for Berenberg.

Analyst Adam Tomlinson retained his ‘buy’ recommendation and target price of 154p on the greeting card and gift retailer, which gained 6% to 102.6p yesterday.

Tomlinson highlighted Card Factory’s prospects in a recent analyst note on consumer stocks and ‘the good news has already started to flow’.

‘Firstly, the group has acquired Garven, a US-based designer and wholesaler of gift wrap and bags into general and speciality US retailers, for $25m from existing resources,’ he said.

‘This accelerates Card Factory’s move into the £70bn US gifts and celebration essentials market, which is a key region to drive international partnerships growth and achieve the group’s sales target of £650m by full-year 2027.’

Secondly, half-year 2025 trading to date has been in line and Tomlinson said its ‘productivity and efficiency savings remain on track, and there are no changes to its full-year expectations’.

He said there was ‘deep value on offer’ from the shares.

in his friday sub-stack, richard crow aka ****ney rebel had liontrust as one of his "bowls of the week" on along with sabre insurance.

Azorra, which has been backed by Oaktree since 2021, is interested in a takeover of commercial aircraft lessor Avation, Sky News understands.

Panmure Liberum note out raising target price from 26p to 30p highlighting the major opportunity in wind power maintenance.

Agreed Rivaldo. Also, expansion into Portugal expected to start before this Christmas which would make the Ireland % of the market outside the UK smaller anyway. Buying the dip.

Paul Scott of Stockopedia fame went over 3% yesterday. See RNS

Not only that but also see the £2.8m contract with the DHSC dated 10/09/24 on the Made Tech linkedin page

Awarded to MTEC - see Bidstats today

To give us an opportunity to buy more? Maybe people were expecting more?

Will have to read the RNS again more closely plus wait for Paul Scott to issue his review on Stockopedia this morning. He has been a fan of the stock most recently giving it a Green rating at 40p so will be very interesting to see what his view is after today's results and if there is any sense to today's drop.

Volatile at atm. I notice Schroders have been selling down their holding here and instead have bought into Creightons. I'm not sure if they will continue to sell here or not but I can see why Schroders would want to take some profits at least and shift to the recovery play at Creightons. For disclosure, I followed their lead and have done the same.

I would like to get back into Warpaint as well though as they are a great company but am still watching to see if Schroders are still selling. We could have a mini Card Factory take 2 situation if Schroders do keep selling where, as soon as they are cleared, the SP takes off again. Very difficult to time of course.

Hi BR,

There is a prominent and very shrewd poster on Stockopedia who is keen on SYS and is buying as am I and a few others there.

Blackrock bought in yesterday (or increased their holding from a previously not notifiable amount) Now at 5% of the company.

The Stockopedia main discussion board was also a buzz with comments about OSB - generally positive as was Paul Scott's review of OSB's interims.

Maybe Rockwood will be tempted to up their current stake in CAPD to a core position (CAPD was 3% of their portfolio as of June 24)

Me too. Big discount to NAV, very good well covered dividends (goes ex-dividend next Thursday for it's interim divi (about a third of full year divi) share buy-backs continuing, interest rates coming down, simple accounts compared to other banks etc. Risk/reward attractive to me at these levels. OSB had a similar drop back in March before recovering.