Alex Schlich(@YstoneAdvisory) 's Twitter Profileg
Alex Schlich

@YstoneAdvisory

Former fund manager and stockbroker. Managing Director, Investor Relations advisory company Views my own

ID:829726483350425600

linkhttp://www.yellowstoneadvisory.com calendar_today09-02-2017 16:19:44

2,7K Tweets

875 Followers

424 Following

Alex Schlich(@YstoneAdvisory) 's Twitter Profile Photo

FY marginally ahead of expectations. Results 12/6 and webinar 13/6 at 12.30pm. Register

us02web.zoom.us/webinar/regist…

investegate.co.uk/announcement/r…

#CGS FY marginally ahead of expectations. Results 12/6 and webinar 13/6 at 12.30pm. Register us02web.zoom.us/webinar/regist… investegate.co.uk/announcement/r…
account_circle
Alex Schlich(@YstoneAdvisory) 's Twitter Profile Photo

liking the prospects at

We completed a £11m investment in DP Poland on 18/4. This represented a unique opportunity to re-enter intl markets in a disciplined, capital light manner, and in partnership with a high-performing business, operated by an experienced mgmt team

account_circle
Alex Schlich(@YstoneAdvisory) 's Twitter Profile Photo

- Figures dont look great but mgmt seem very excited

We are more confident than ever in our strategy and the strength of our technology platforms. We are well placed to take full advantage when the market recovers'.

#HSS - Figures dont look great but mgmt seem very excited We are more confident than ever in our strategy and the strength of our technology platforms. We are well placed to take full advantage when the market recovers'.
account_circle
Alex Schlich(@YstoneAdvisory) 's Twitter Profile Photo

Thanks to everyone who spotted the deliberate mistake! Of course the chart below is for which is the ticker I should have used. Sorry.

account_circle
Alex Schlich(@YstoneAdvisory) 's Twitter Profile Photo

- started the week strongly again - Stock now through the 12m high.
I would expect news on the US disposal would see the shares higher again.

#FTC - started the week strongly again - Stock now through the 12m high. I would expect news on the US disposal would see the shares higher again.
account_circle
Alex Schlich(@YstoneAdvisory) 's Twitter Profile Photo

- Trading its socks off - LFL sales +17.9% and order count +14.8%

Ready to accelerate store roll out and bring on franchisees

londonstockexchange.com/news-article/D…

account_circle
Alex Schlich(@YstoneAdvisory) 's Twitter Profile Photo

Another week - wonder what in the market will be announced this week? Huge value out there in the Equity market and overseas buyers have got their chequebooks out!

account_circle
Alex Schlich(@YstoneAdvisory) 's Twitter Profile Photo

- FY inline

- ARR growth of 16%
- Expect to B/E Q4 FY 26
- Plenty of cash to enable them to achieve this
- New AI product “Asset Intelligence”, has huge potential too

Very positive tone to statement and outlook

londonstockexchange.com/news-article/C…

account_circle
Alex Schlich(@YstoneAdvisory) 's Twitter Profile Photo

- Up in high volume yesterday and following that with another strong rise today on high volume.
Will deliver some excellent growth in revenues and profits over the coming years

account_circle
Yellowstone Events(@YstoneAdvisoryK) 's Twitter Profile Photo

Did you miss it? Currys Director of IR, Dan Homan, Head of IR, Carla Fabiano, and IR Manager, Joe Saunders, provided an introduction to Currys Plc, updated on current trading and discussed future prospects.

Watch the webinar here: youtu.be/pMf-nqW1Bho

Did you miss it? @currys Director of IR, Dan Homan, Head of IR, Carla Fabiano, and IR Manager, Joe Saunders, provided an introduction to Currys Plc, updated on current trading and discussed future prospects. Watch the #CURY webinar here: youtu.be/pMf-nqW1Bho
account_circle
Alex Schlich(@YstoneAdvisory) 's Twitter Profile Photo

- Both FY24 and FY25 will exceed current expectations. Also signed a strategic agreement with SpaceX.

Stock on track for orbit too

londonstockexchange.com/news-article/F…

account_circle
Alex Schlich(@YstoneAdvisory) 's Twitter Profile Photo

moving nicely - SP now = cash in the biz and still a long way short of NAV. News of sale of US biz will focus attention on the UK biz which mgmt say can grow at 20-25% CAGR and generate PBT margins >15%

So profits of c£40-50m in 2026 vs mkt cap £170m - Still further to go

account_circle
Alex Schlich(@YstoneAdvisory) 's Twitter Profile Photo

- Webinar with the IR team at 12.30pm today. The team will provide an introduction to Currys Plc, update on current trading and discuss future prospects. Q&A at the end

Register: us02web.zoom.us/webinar/regist…

#CURY - Webinar with the IR team at 12.30pm today. The team will provide an introduction to Currys Plc, update on current trading and discuss future prospects. Q&A at the end Register: us02web.zoom.us/webinar/regist…
account_circle
Alex Schlich(@YstoneAdvisory) 's Twitter Profile Photo

- Revenue momentum improving, especially in products. Potentially 2024 the year when the company returns to growth.

#THG - Revenue momentum improving, especially in #Beauty products. Potentially 2024 the year when the company returns to growth.
account_circle
Alex Schlich(@YstoneAdvisory) 's Twitter Profile Photo

- Private Investor Webinar 23/4 at 12.30
The IR team will give an overview of Currys and discuss prospects for the current year.

londonstockexchange.com/news-article/C…

account_circle
Yellowstone Events(@YstoneAdvisoryK) 's Twitter Profile Photo

One day to go but there's still time to register for the Currys Webinar on 23/04/24 at 12:30pm

Dan Homan, Director of IR, & Carla Fabiano, Head of IR, will introduce Currys PLC, update on current trading and discuss future prospects

Register here: us02web.zoom.us/webinar/regist…

One day to go but there's still time to register for the @currys Webinar on 23/04/24 at 12:30pm #CURY Dan Homan, Director of IR, & Carla Fabiano, Head of IR, will introduce Currys PLC, update on current trading and discuss future prospects Register here: us02web.zoom.us/webinar/regist…
account_circle
Alex Schlich(@YstoneAdvisory) 's Twitter Profile Photo

Really enjoyed this podcast. Great discussion between Merryn Somerset Webb and Charles Hall from Peel Hunt. The is undervalued and we need a few changes in incentives to encourage more flows into equities

account_circle