Good morning!
Upcoming event: Ed, Megan and I will present a live webinar tonight at 5pm to discuss our current views on the markets. See you there!
12.30pm: This report is finished for today, thanks for dropping by!
Spreadsheet accompanying this report (updated to 3/1/2025).
Companies Reporting
Name (Mkt Cap)RNSSummaryOur view (Author)Shell (LON:SHEL) (£159bn)Q4 updateGas production significantly lower than Q3AMBER/GREEN (Roland)Flutter Entertainment (LON:FLTR) (£36bn)Update on US sports marketRevenue warning: Too many ‘favourites’ winning sports events in Q3.Team Internet (LON:TIG) (£297m)Possible Offer (published after mkt close yesterday).Two possible buyers, both at 125p. The board is considering both of them.PINK (Graham)Victoria (LON:VCP) (£128m)Trading StatementH2 trading stronger than H1. Full year earnings in line with expectations. RED (Graham)Intercede (LON:IGP) (£107m)Trading StatementNew orders added to existing pipeline for Q4. Full year performance ahead of consensus.AMBER (Roland)Kistos Holdings (LON:KIST) (£95m)Trading StatementProduction in line with guidanceTopps Tiles (LON:TPT) (£75m)Q1 TU amp; CEO SuccessionLfL sales +3.5% Q1 (to Dec), +12.5% last 5 weeks. CEO intends to retire after 18 years with TPT.AMBER (Roland)Likewise (LON:LIKE) (£47m)TU
