Resilient HI results from Capital & Regional, with adj. PBT + 6.9%, EPS +4.4% and div. +5.2%. Great income stock. athelneytrust.co.uk

In a trading up-date, St Ives said that PBT would be at the upper end of forecasts due to the strength of the digital business. Sentiment in other areas was improving. athelneytrust.co.uk

A new six-page note by Numis sets out the contrarian case for investing in community-orientated Capital & Regional. The 2020 forecast is for an NAV of 63, EPS of 4.8 and a dividend yield of 9% - the shares at 43.85 would stand at a discount of 25%. athelneytrust.co.uk

Biffa has announced the acquisition of Weir Waste for £16.1m, about 7.3 times EBITDA plus three other smaller purchases. Expect more such deals. athelneytrust.co.uk

A decent set of numbers from Costain: opp + 7.5%; PBT +17%; EPS +15. 2% and interim dividend +8.4%. Statement talks about 'good visibility.' athelneytrust.co.uk

Bit of a mixed bag from Camellia: tea production +7%, avacado record shipments, strong progress in engineering, interim dividend +8.1% nathelneytrust.co.uk

Air Partner says that underlying interim profits are in line with the Board's expectations and that the company retains a strong cash position. athelneytrust.co.uk

Capital & Regional has received approval for its 86,000 sq ft development at Walthamstow to include 500 new homes. Shares +2%. athelneytrust.co.uk

Good H1 figures from James Fisher with rev +12%, underlying PBT +20%, EPS +18% and DPS +10%. Outlook positive. Pipeline of interesting acquisitions. Shares +1.7%. athelneytrust.co.uk

Shore Capital has published a positive note on Chesnara, whose H1 statement reads well. DPS +3%, cash generation £48.6m, solvency 157% 146%). Prospective yield 5.3%. athelneytrust.co.uk

Robust trading statement from Greene King with LfL sales up by 2.8% for last 18 weeks and 3.2% for last 10 weeks. GNK will dispose of 100-10 pubs and open 9. athelneytrust.co.uk

Radnor Capital Partners has produced a positive note on Communisis pointing out that GDPR was not the disaster that many had predicted. Forecast for 2019 is PBT £20.3m, EPS 7.7, PER 6.8 and yield a more than useful 5.6. athelney trust.co.uk

Vitec has acquired Rycote, a manufacturer of noise reduction equipment, which will be modestly earnings enhancing . Trading so far slightly ahead of expectations. Shares +50 at 1365. athelneytrust.co.uk

Shore Capital describes Chesnara as dull but reassuring, pointing out that the Company has generated enough cash in the first half to pay the full years' dividend. athelneytrust.co.uk

Randall & Quilter increased PBT in H1 by 39% to £7.8m. Both Shore Capital and Numis like this share and predict an even better H2. Company announces largest acquisition to date. athelneytrust.co.uk

Trading statement from Begbies Traynor is in line. Financial position strong, says Company, so expect more acquisitions. athelneytrust.co.uk

Yet another first-class H1 report from M&C Saatchi, with PBT +26%, EPS +9% and DPS +15%. H2 has started well. athelneytrust.co.uk

Full year profits at River & Mercantile were little changed but there was good news on the total dividend, including specials, of 18.6p, thus the yield is 5.8%. athelneytrust.co.uk

Great H1 results from S&U with revenue +23%, PBT +17%, EPS +17% DPS +14.3% and share price up 80p this morning. athelneytrust.co.uk

This is my 741st Tweet and my last, since I have resigned as managing director of Athelney Trust after 24 years in charge. My plans for the smooth running of ATY were over-turned by the two non-executive directors. Not right. Good-bye.