Alan Green talks markets, Ocado #OCDO, Kavango Resources #KAV and Watches of Switzerland #WOSG on UK Investor Magazine podcast
Alan Green joins the UK Investor Magazine Podcast as we digest the latest update from the UK government on the reopening and removal of COVID-19 restrictions. With all UK restrictions set to be removed 19th July we explore what it could mean for markets and UK shares. On the announcement of the vaccine last year […]
Alan Green talks Ocado #OCDO, Eddie Stobart #ESL, Katoro Gold #KAT & i3 Energy #I3E on the UK Investor Magazine podcast
Alan Green joins the UK Investor Magazine Podcast to discuss changes to consumer trends in the UK and a number of UK-listed equites. As Ocado #OCDO releases a trading statement highlighting significant growth in sales driven by the coronavirus pandemic, we question the longer term impact on traditional bricks and mortar supermarkets listed in London. […]
Alan Green talks #BT, #HFD, #OCDO, #FLTR, #BRES & #TYM on the UK Investor Mag podcast
I discuss BT Group #BT.A, Halfords #HFD, Ocado #OCDO, Flutter Group #FLTR, Blencowe Resources #BRES & Tertiary Minerals #TYM with Jonathan Roy on the UK Investor Magazine podcast
Ian Pollard – Amino Technologies #AMO – Resilient performance; revenue, profits, EBITDA & earnings down, divi up
Amino Technologies plc AMO claims a resilient performance in challenging markets for the year to the 30th November. The dividend is being increased by 10%, the seventh consecutive year, it claims of dividend increases. That is all very good if it is backed up by the figures which speak for themselves. Revenue fell by 7%, […]
Ian Pollard – Sports Direct #SPD blames falls on past insolvent trading at House of Fraser
Sports Direct Intl SPD saw underlying profit before tax and earnings per share fall by 26.8% and 35.4% respectively in the half year to the 28th October. Never one to be mealy mouthed, Mike Ashley comes out fighting and tries to put the blame fairly and squarely on the previous House of Fraser senior management […]
Ian Pollard – #BP Firing Strongly On All Fronts
BP plc BP Delivered strong earnings and cash flow as well as a strong third quarter operating performance Underlying replacement cost profit was $3.8 billion, more than double a year earlier and the highest quarterly result in more than five years. Reliability was very good , with the highest quarterly refining availability for 15 years. […]
Ian Pollard – Ocado #OCDO lifted by new Warehouse facility
Ocado Group plc OCDO produced revenue growth of 11.5% in the quarter to the 2nd September plus double digit growth of 11.4% in the average number of weekly orders.The average size of the orders remained constant at 106. The unique proprietary technology at the new warehouse at Erith enabled Ocado to process over 20,000 customer […]
Ian Pollard – Ocado Slumps To Half Year Loss
Ocado OCDO The 26 weeks to the third of June was a transformational period for Ocado, claims the CEO but perhaps not the sort of transformation which every company would welcome. Group EBITDA fell by 13.9% and 2017’s first half profit before tax of £7.7m was transformed into a loss of £9m.for the current year. […]
Ian Pollard – Sports Direct Hit By UK High Street Woes
Sports Direct Intl SPD Mike Ashley claims a spectacular trading performance during the half year to the 29th October which is hardly justified by the reality of the situation, namely a fall of 1% in UK sports retail revenue or 1.2% on a like for like basis. So, he limits his claim to the trading […]
Pure Circle recovering from US Customs Debacle
Pure Circle PURE Final results for the year to the 30th June were severely affected by it being denied access to the US market where it had been producing a third of its revenue, after it was made subject to a Withold Release Order by US Customs & Border Protection. Extensive investigations resulted in it […]