PMP - cracking results - earning always weighted heavily to H2 and even more so this year with Spode now in the stable.
Suspect a few traders were expecting to see half the earnings in H1 and traded out :-)
Divi up 10% says enough for me - never reduced their divi since floating. Must beat for the full year by some way in my opinion having done more that half the expected eps gain in H1.
Bought more XPP this am
TNI and HMV going well
All my opinoin, no advice intended or implied.
Mixed day today EGD off again, PMP down on good results as traders trade out to chase other stuff I guess.
ReplyDeleteIGR, TNI, YULC, VLX, GKN, CIU and a few others including APG all had decent days tho to more than offset the rubbish moves.
Bought more XPP, VLX, HMV and NANO today - also bought CHW ahead of the results. FBDU moving a bit ahead of results.
Nice buys in NSR again at the close.
I thought RGD bounced back a bit later on
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