net debt

30 days ago

BP – “agrees to sell 65% in Castrol to Stonepeak”, further simplification and debt reduction progress

BP (BP.) has announced that, “following a comprehensive strategic review of Castrol”, it has reached an agreement to sell a 65% shareholding in Castrol, arguing that it “represents a significant milestone in bp’s commitment to accelerate its strategy, including simplifying the portfolio, strengthening the balance sheet, and focusing the downstream on its leading integrated businesses”. What about that and a slightly higher share price at 428p in response?

54 days ago

Victrex – full-year results, a 9%+ dividend yield recovery Buy

‘High performance polymers’ company Victrex (VCT) has announced results for its year ended 30th September 2025 and new plans including for profit improvement and capital allocation. What’s the outlook of those relative to the valuation from a 655p share price?

82 days ago

BP – Q3 results, further capital and dividend upside from a winning share tip

BP (BP.) has announced its third quarter 2025 results, including emphasising strengthening balance sheet and increasing cash flow and returns “good progress” and that it is “looking to accelerate delivery of our plans, including undertaking a thorough review of our portfolio to drive simplification and targeting further improvements in cost performance and efficiency”. How is its performance relative to the valuation at a current 458.7p share price?

270 days ago

Elementis – “First quarter trading update”, a catalysts ahead Buy

Specialty chemicals company Elementis (ELM) has issued a “First quarter trading update” headlined “Profit growth with margin improvement in line with expectations; CMD objectives on track”. So how good is this news from a just above 125p share price?

277 days ago

Hilton Food – full-year results and “2025 trading has started well”, income value Buy

‘Meat, seafood, plant-based foods and pre-prepared meals’ food producer Hilton Food Group (HFG) has announced its results for the year ended 29th December 2024 and that “2025 trading has started well”. What upside does that suggest from an 864p share price?

319 days ago

Coats Group – 2024 results, a value Buy?

‘The world's leading industrial thread and footwear components manufacturer’, Coats Group (COA) has announced its results for its year ended 31st December 2024 and states that it anticipates another year of financial and strategic progress in 2025.

322 days ago

Vesuvius – 2024 results, remains a recovery and income Buy

Molten metal flow engineering and technology company Vesuvius (VSVS) has announced its results for the 2024 calendar year and that it currently anticipates its 2025 trading profit will be at a broadly similar level to 2024 on a constant currency basis and with cashflow significantly ahead of 2024, benefitting from a working capital focus and a more normalised level of capex. Is that discounted in an around 400p share price?

323 days ago

Elementis – 2024 results suggest further upside ahead from this winning share tip

Specialty chemicals company Elementis (ELM) has announced its results for the 2024 calendar year including that “in recognition of our strong balance sheet and the positive outlook for the business, the board will evaluate a range of options for additional shareholder returns”. We are well ahead on this tip but, at a 154p share price, are the shares still cheap?

327 days ago

Johnson Service Group – 2024 results strong progress and looks further progress ahead, Buy

Textiles rental and related services business Johnson Service Group (JSG) has announced its results for the 2024 calendar year and emphasises “well placed for continued progress and margin improvement in FY25… further share buyback programme”. How good is this news then from a 142.5p share price?

1361 days ago

BP – Q1 update, Income Buy

BP (BP.) has announced a first quarter of the year $20.4 billion loss… though also reduced net debt to $27.5 billion, a maintained 5.46 cents per share dividend and a proposed further $2.5 billion share buyback. So what’s going on?