Ian Pollard – If Tha Can Only Talk Nonsense, Shut thi Gob

Rolls Royce Holdings plc RR. is confident that Trent 7000 production and delivery volumes will increase significantly to meet customer commitment in 2019s. Growth in strong large engine flying hours  reported in the first half has also continued into the second half of the year. Rolls is however forced to admit that the number of […]

Kingfisher – Will The Cure Work

Kingfisher KGF has no problem finding excuses for its  second quarter performance and even includes continued disruptions across the businesses without bothering to enlighten us as to what those may be and whether they are due to management decisions or external forces which management has been unable to cope with. Seasonal swings in both first […]

Sterling Helps Compass Pay £1bn Special Dividend

Compass Group CPG received a big helping hand from the weakness of sterling which added an extra 15% to revenue, operating profit and earnings per share for the first half year to 31st March. The result is that the company can afford to celebrate with  a proposal to pay a special dividend of  £1bn, as […]

Pharmas, Builders Supplies and Construction Boom

Today’s mix of results clearly indicate continuing boom conditions in well managed pharma companies with new successful products – (viz AMS yesterday) and in companies which can prosper on the tailcoats of the house builders whose boom seems never ending. ( except for the warning signs in Central London) Marshall’s MSHL showed a strong rise […]

Marshall’s Cements Its Growth

If ever there was a cyclical share it is Marshalls MSLH which is like a bell weather for the housing and construction industries. Whilst it could easily slump as building recessions loomed, there were times when it looked as if it would never reap the benefits of  the building booms. 2015 however was so good that it […]