net debt

61 days ago

Restore plc – interims, a “strong H1 performance” and “confident” for the full-year value

Data and information storage and services company Restore plc (RST) has announced its half-year 2026 results headlined “Strong H1 performance with revenue up 21% and adjusted EPS up 24%; confident of delivering full year result at least in line with market expectations”. How strong is that relative to a 288p share price, £387.7 million market capitalisation?

80 days ago

Coats Group – interims, still recovery value

Describing itself as “the world’s leading industrial thread and footwear components manufacturer”, Coats Group (COA) has announced half-year 2026 results headlined “Good strategic progress in H1 with ongoing market outperformance”. How encouraging is the performance from an 84.55p share price, £1.6 billion market capitalisation?

80 days ago

Essentra – interims, still a recovery Buy

On 2025 results from industrial components manufacturer and distributor Essentra (ESNT), we were positive on noted “strengthened foundations and good orderbook momentum”. What about now half-year 2026 results headlined including “strong” performance?

108 days ago

Victrex – positive trading statement, recovery and income Buy

Most recently on ‘high performance polymers’ company Victrex (VCT), in May with the shares at 630p we concluded the valuation meant we’re prepared to give recently-appointed CEO James Routh a bit of time to try to implement the ‘profit improvement plan’. Now a “Trading Statement” and what of the shares currently rising above 650p in response?

118 days ago

QinetiQ – a well-positioned for “sustainable growth and strong multi-year cash flows” value Buy?...

With recently-announced results for its year-ended 31st March 2026 including noting adjusted earnings per share up 21% to 31.5p and dividend per share up 24% to 11p - including 8p to be paid on 20th August with an ex-dividend date of 23rd July - we suggest there is value in shares in this group “playing a critical role in the modernisation of defence platforms and technologies”.

233 days ago

Johnson Service Group – 2025 results, still a trading progress Buy

UK and Republic of Ireland ‘textile services provider’ Johnson Service Group (JSG) has announced its results for the 2025 calendar year and that it “expects another year of growth and margin improvement in FY26”. How good is the news from the valuation at a 131p share price?

301 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?

325 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?

353 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?

541 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?

548 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?

591 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.

593 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?

595 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?

599 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?

1632 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?