#KLR H1 Results. Ahead of expectations while below the strong comparative period last year. Dividend increased. FY guidance maintained despite currency headwinds underpinned by £1.6bn orderbook.

#ZTF H1 Results. Record sales with revenue up 9%, margin increased and PBT up 37%. JV announced for the new Vietnam facility. Expects FY PBT ahead of market expectations.

#FOUR H1 Results. Flat performance against the same period last year. Guidance remains in the current range of forecasts. String customer retention and increased market share.

#VTY - Greg buys another £500k worth of shares.

#VTY Dipping in before the Closed Period starts with H1 results scheduled for 10/9/25 🤔

#VLX AGM TS. Trading in line with expectations with Q1 Revenue +10.4%. Confident in achieving FY26 expectations.

#SDG H1 TS. Trading in line with expectations. Revenue slightly down in the same period last year with underlying strong growth in licensing. Net cash increased as inventory reduced.

#MER H1 Res. Revenue down with PBT increased as management led activities normalise. FY expected modestly ahead of expectations. Medium term guidance issued with revenue reducing due to management activity reductions.

#MER Panmure broker note issued reflecting revised guidance. Noted maintenance growing faster than expected. Reiterated Buy with TP of 499p

This should be an amazing event. Unfortunately things have conspired against me and Im unable to attend this time but I expect it will be a massive success and the first of many.

You can read this article for free now you lucky things. I spoil you. wonderstcks.substack.com/p/camellia-an-…

#BWY FY TS. Looking a bit better with ASP and Completions ahead of guidance and FY24 with increased reservation rate. Further growth expected in FY26.

#HILS H1 Res. Revenue, Operating Profit and Margin increased. Strong US performance and record order book with UK weaker. Expects FY in line and announces £100m buyback.

#HILS H1 Res. Revenue, Operating Profit and Margin increased. Strong US performance and record order book with UK weaker. Expects FY in line and announces £100m buyback.

#PSN H1 Results. Much improved over the same period last year across the board. Expects FY in line. Net cash reduced primarily due to WIP increase.

#VTY acquire Rugeley Power Station Site for 2300 new homes. A big brownfield site - my kind of project ✅

#COST Panmure increase TP to 190p from 170p. Leaves FY25 unchanged. Expects increased divi to be 33% of FY

Looking forward to another MelloEventsUK - fantastic line up earlier this year, met and chatted to so many fellow investors. Well worth attending.