Our live Investing Matters Podcast Special which took place at the Master Investor Show discussing 'How undervalued is the UK stock market?', has just been released. Listen here.
Another excellent set of results from Rotork
Mgmt remain confident of delivering mid-to-high single digit sales growth and mid-20s adjusted op margins over time
CEO and IR will present at webinar for private investors on 27/3 at 12pm Register here
https://us02web.zoom.us/webinar/register/4117072116906/WN_3chsQmJLQsm3-hU80bAmGA
IMI - released excellent FY results, slightly ahead of expectations last week. Strong growth expected in 2024. Hear the story at a webinar for private investors on 25/3 at 1pm
Register
https://us02web.zoom.us/webinar/register/5117068043274/WN__ciW3xvCQ82OeiTBX2Cpjg
Capita FY23 results are on 6 March. There is a webinar for private investors on Thursday 21st March at 12pm and you can register here.
https://us02web.zoom.us/webinar/register/3017089804350/WN_EXZu7R8ERaWUP3JcYL9h4Q
Quite a nice LinkedIn piece from Tal Behar, the co-founder & president of Precision Medicine World Conference, reporting on the OBD presentation of their PSE test.
https://www.linkedin.com/posts/pmwcintl_pmwc24-prostatecancer-precisionmedicine-activity-7158647777353248769-8A0F?utm_source=share&utm_medium=member_ios
If anyone missed the OBD FY results webinar yesterday and wants to catch up here is a link to the recording.
https://youtu.be/bzUOeO-Om3g
Oxford Biodynamics will release FY results for the year to 30 September 2023 on 17 January 2024.
There will be a presentation for investors at 3pm that day and you can register for the event here.
https://us02web.zoom.us/webinar/register/6017006470970/WN_ZqpvQz8hQOKMufXOKPwH1A
Stuart Morgan, Head of Investor Relations will present at a webinar for investors on Tuesday 5th December. Stuart will provide an introduction to IAG and update on performance following the Capital Markets Day on 21 November. At the CMD the company outlined the medium terms targets:
· Operating margin of 12% - 15%;
· Return on Invested Capital of 13% - 16%;
· Leverage (net debt/EBITDA) of less than 1.8x over the cycle;
· Commitment to dividends once our balance sheet and investment plans are secure.
Hear the investment case for yourself.
Register here
https://us02web.zoom.us/webinar/register/2517004744940/WN_cHzfKTOaQu23TOiU0CCESg
*Private Investor Webinar* Tuesday 5th December at 12.30pm
Stuart Morgan, Head of Investor Relations will provide an introduction to International Airlines Group and update on performance so far during 2023 following the Capital Markets Day on 21 November.
Register: https://us02web.zoom.us/webinar/register/2517004744940/WN_cHzfKTOaQu23TOiU0CCESg
I sat down with CEO Jon Burrows, to hear how they are launching the PSE test for prostate cancer and why they are so excited about the potential.
https://www.yellowstoneadvisory.com/post/oxford-biodynamics-launches-94-accurate-pse-test-for-prostate-cancer
Nils Gornall, CEO, and Edward Kacyrz, CFO, will host a webinar for private investors to present the HY23 results which will be released on 26 September.
Webinar is at 12.30pm on Tuesday 3rd October
Register:
https://us02web.zoom.us/webinar/register/7016941620673/WN_SS4n9xGEQ7iuPilcbVZJjg
Webinar with mgmt today at 1pm. Chance to ask any burning questions. Register https://us02web.zoom.us/webinar/register/4016911400829/WN_OChFKkfbQP26eQssA5ncTQ
Mirriad Investor Webinar: 24 August at 1pm. Stephan Beringer, CEO, and members of the management team, will host a webinar for private investors to present the HY23 results which will be released on 22 August.
Register
https://us02web.zoom.us/webinar/register/4016911400829/WN_OChFKkfbQP26eQssA5ncTQ
Kenmare Resources HY results webinar: 17th August at 12pm. Michael Carvill, Managing Director of Kenmare and Tom Hickey, Finance Director will present the HY results to 30th June 2023 which will be announced on 15th August
Register here
https://us02web.zoom.us/webinar/register/9016907948614/WN_PJDlmTVkT4Gzs3IC-l2BoA
Private Investor Webinar at 12pm on 31 July
Charles King, Head of IR and Melanie Horton, Deputy Head of IR will present the FY23 results at webinar for private investors hosted by Yellowstone Advisory on Monday 31st July at 12pm.
Register
https://us02web.zoom.us/webinar/register/8416854643855/WN_USM7TpjpSB-4QtJy2PkRsg
If you missed the Castings FY results webinar you can catch up here. Management sounded positive about future growth prospects.
https://youtu.be/q80SmZn739U
If you missed the Hercules Site Services investor webinar this week you can read a write up of the event here.
https://youtu.be/fSep_4WnLVc
Webinar today at 12pm. #HERC - Meet CEO Brusk Korkmaz and CRO Paul Wheatcroft who will provide an introduction to Hercules Site Services plc and update on performance following the publication of the HY results which were released yesterday. Register
https://us02web.zoom.us/webinar/register/7016824108414/WN_zUrJq9V-SZSpP8b-DR9iDQ
If you missed the HY results webinar you can catch up here. Comments from Chair indicated cash at end May was similar to the March figure.
https://youtu.be/tv1zufLgtQM
HY Results webinar 30/5 at 2pm. Jon Burrows, CEO presents the HY results which are released on 30th May and updates on current performance.
Register:
Https://us02web.zoom.us/webinar/register/6316841535029/WN_XzaMPjm_TE6YFtNcxVxC1g
If you missed the excellent presentation from Director of Investor Relations, James Collins, earlier this week you can watch a recording here. https://youtu.be/2rg272x1ChY