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Huge Savvy buys are now happening

7 potential stock market winners from Labour’s industrial strategy

Investing on the coat-tails of government ambition can be a good way to take advantage of public support for certain private projects.

Housebuilders – Taylor Wimpey

The government’s efforts aimed at shaking up the planning system and fast-tracking urban brownfield sites for development should help companies like Taylor Wimpey, which have been hampered by slow approvals of projects.

Streeter said: “The company has a strong land bank so is ready to capitalise on a reduction of red tape and an upswing in demand. The era of higher interest rates put housebuilders in a tough position, but headwinds are easing with more interest rates eyed on the horizon.”

https://moneyweek.com/investments/labour-industrial-strategy-stock-market-winners

Some very big buys going through now, share price clearly in grand bargain territory here, someone(s) are slowly/smartly loading up!

PSN now has to be one of the most oversold and undervalued quality shares trading in the whole FTSE at the moment, especially when considering forward fundamentals along with dividend potential ahead.

I assume this will be highlighted within the August update as it is a very significant positive.

Harbour Energy ups estimate for Mexico's Kan oil discovery by 50%

https://www.bnamericas.com/en/news/harbour-energy-ups-estimate-for-mexicos-kan-oil-discovery-by-50

Extremely positive news if you are a medium to longer term B&M shareholder, Barclays has just gone from 0% to acquiring a "Significant Stake in B&M European Value Retail" which is undoubtedly a major institutional endorsement for B&M which comes post new CEO, CFO, and Chairman recent share purchases.

Barclays PLC Acquires Significant Stake in B&M European Value Retail

https://www.tipranks.com/news/company-announcements/barclays-plc-acquires-significant-stake-in-bm-european-value-retail

Whatever the depth of the scandal/SFO involvement.... including effects on future earnings here, it was sufficient for Tim Dyson to retire!

Proactive Investors - 25 June 2015

Is the B&M recovery underway?

B&M European Value Retail SA (LSE:BME) is showing signs of a sales rebound, with early first-quarter figures pointing to a return to positive like-for-like growth, according to Citi.

The latest till roll data suggest that UK total sales, including new space, are up around 9% year on year for the first 11 weeks of the current quarter, which ends on 28 June.

That’s ahead of Citi’s own forecast of 8.4% and well above the 6.9% estimated by Visible Alpha.

In the four weeks to 15 June, sales growth picked up notably, with a 10% year-on-year increase, an 8.5 percentage point acceleration compared with the previous four-week period.

Analysts attribute the improvement to strong performance in seasonal and garden categories, helped by better weather and the contribution from new store openings.

Importantly, general merchandise sales are continuing to outperform grocery, a mix that Citi believes could benefit margins.

The broker remains cautious about using Kantar data as a predictor of sales, citing past inaccuracies, but says the recent trends are encouraging.

Investors will now look to B&M's next update for confirmation that the business is back on a firmer growth track.

https://www.proactiveinvestors.co.uk/companies/news/1073610/is-the-b-m-recovery-underway-1073610.html

B&M European Value Retail to Release FY26 Q1 Trading Statement

B&M Retail focuses on value-for-money products in Europe.

The company will release its FY26 Q1 trading statement on 15 July 2025.

B&M European Value Retail SA has shared an update.

B&M European Value Retail S.A. announced it will release its FY26 Q1 trading statement on 15 July 2025, covering the 13 weeks up to 28 June 2025. The company will also host a webcast featuring a discussion with the new CEO, Tjeerd Jegen, who will provide insights into the quarterly performance and his initial experiences with the company, potentially impacting investor confidence and market positioning.

The most recent analyst rating on BME stock is a Buy with a £360.00 price target. To see the full list of analyst forecasts on B&M European Value Retail SA stock, see the GB:BME Stock Forecast page.

Spark’s Take on GB:BME Stock

According to Spark, TipRanks’ AI Analyst, GB:BME is a Outperform.

B&M European Value Retail SA shows robust financial performance with strong profitability and cash flow. However, high debt levels and bearish technical indicators present risks. Despite these challenges, the stock’s undervaluation and attractive dividend yield provide potential upside. Earnings call and corporate events highlight strategic growth plans and share buybacks, suggesting future opportunities.

More about B&M European Value Retail SA

B&M European Value Retail S.A. operates in the retail industry, focusing on providing value-for-money products. The company is known for offering a wide range of products including groceries, home goods, and general merchandise, primarily targeting cost-conscious consumers in Europe.

https://www.tipranks.com/news/company-announcements/bm-european-value-retail-to-release-fy26-q1-trading-statement

Emphatically believe that BME is now undoubtedly the most Oversold & Undervalued quality share trading in all the FTSE/LSE, please DYOR!

With all that is now going on, TW. now looking very very cheap here based on forward fundamentals, potential is actually massive and with fantastic dividends, what's not to like!

Today, BME is now undoubtedly the most Oversold & Undervalued quality share trading in all the FTSE/LSE, DYOR!

Huge consecutive Buys now happening now, BME is clearly extremely Oversold & Undervalued at the moment, so could be institutions/others slowly loading up here post the new CEO coming onboard and stocks load up along with upcoming EGM just announced/confirmed.

BlackRock Increases Stake in Persimmon PLC

https://www.tipranks.com/news/company-announcements/blackrock-increases-stake-in-persimmon-plc

Some huge buys going through here today, and we are now also closing in on ex-dividend date while PSN clearly remains very much undervalued/oversold.

Trouble brews in B&M as bargain shops take a hit

Once a stock market darling, B&M's share price has slumped. What has gone wrong for bargain shops?

https://moneyweek.com/investments/retail-stocks/bargain-shops-hit-b-and-m-poundland

As mentioned by others, HBR currently has one of the lowest PEs in ALL LSE and will easily be back above 250 by H1/June end me thinks (now possibly even 300p when considering all the unfortunate geopolitics at play), it should never have gone below that even at the worst of times based on Wintershall obtained potential and all present fundamentals. Harbour Energy has successfully become a very well respected global Multinational energy company and as such, it's share price overtime will/must recognize this fact, stock markets always comeback to clear fundamentals overtime.

Also, definitely don't want to be Short O&G going into the weekend!

Harbour Energy is now a very well respected global Multinational energy company and as such, it's share price overtime will/must recognize this fact, stock markets always comeback to clear fundamentals overtime, 500+ chaps, overtime!

Question here is not only what Trump wants but also what Netanyahu and his hard-line coalition want!

Definitely Don't want to be Short O&G going into the weekend!