Progressive Equity
@prog_res
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We provide bespoke research, investor engagement and advisory services to public and private companies of all sizes and across a broad range of sectors.
City of London, UK
Joined November 2017
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Talking
#Tech
: Dreams do come true, if we only wish hard enough
This week we speculate that the UK’s obsession with talking itself down may be over – and there are signs of positivity showing through. Services demand, replacement cycles and an improving economy could all help.
1
4
142
FY23 results from
@WJHomes
were in line with its October update, as good performance contained losses. FY24E guidance is maintained as
#WJG
seeks to diversify revenue and boost performance in core markets.
Read more:
#housebuilding
#realestateinvesting
3
6
105
Private investor,
@MarkAtkinsonDII
, describes himself as a reluctant trader and predominantly a 'holder', so how does he decide when it's the right time to sell one of his 32 stocks?
🎧
Ask Mark a question:
#LSE
#AIM
#investing
2
9
91
Talking
#Tech
: Raspberry Pi - coming to a stockmarket near you?
Raspberry Pi announced this week that it is considering a float on the LSE. Ian Robertson sees it as a litmus test for the UK equity market, invites investor debate, and asks: Will the UK equity market put some
1
3
105
Jeremy is joined by David Seamon of Alpha Cygni Asset Management for a discussion with two mavericks – one an
#entrepreneur
and the other an
#investor
.
Gary Channon, founder and CIO of Phoenix Asset Management who acquired a 15% stake in
#HOTC
and got a stunning return, discusses
4
10
88
An important strategic step for
#SDG
@SandersonFW
in e-commerce and the DTC channel as the group announces it will launch a dedicated online store for its iconic Morris & Co brand.
Read more:
#VerySanderson
#morrisandco
#manufacturing
#ecommerce
#LSE
3
3
95
The Market Call - a glance over your shoulder at last week before you head into next...
🎧
In this week's podcast covering the week ending 17th May, Gareth and Jeremy discuss the US
#inflation
print, the market melt-up and the return of the UK IPO market
0
4
98
In Alastair's
#Property
&
#Construction
Daily today:
▶️
#RMV
results,
#BBOX
all share offer and results,
#KIE
ESG update
▶️
#Houseprice
and mortgage approvals rise
▶️
#Zoopla
forecasts 10% rise in house sales
▶️99% mortgage plan dropped
▶️Council moves hundreds of tenants following
8
7
84
In Talking
#Tech
this week, our tech team take another look at
#IoT
companies as
#sensor
#technology
continues to improve and the recent
#MWC
gathering in Barcelona pointed towards better IoT drivers for home, auto services, Edge,
#healthcare
and
#security
.
#InternetofThings
3
4
84
#STVG
@WeAreSTV
Following its recently-increased investment in
@TwoCitiesTV
,
@STVStudios
has won three new commissions - two more series of "Blue Lights" for the BBC, and a new drama "Amadeus" for Sky. Good business wins in their own right, and positive validation of both the
0
10
88
At a time when new growth cycles are emerging and there are new
#tech
#stockstowatch
, we're excited to be launching a new
#TechNews
insight called Talking Tech. Written by our sector specialists, it will bring you regular commentary about the potential next tech winners and
3
5
79
In this week's Talking
#Tech
:
Politics is eating software - EU AI Act trumps the tech economy
Reviewing the latest UK tech sector outlook statements this week George finds 6 out of 7 positive, despite the difficult political and macro ecomonic backdrop.
#DigitalMarketsAct
2
4
87
Jeremy views former
#fundmanager
and author of The Market Mind Hypothesis, Patrick Schotanus, as a truly maverick thinker who questions current mainstream views of
#economicpolicy
,
#market
structure and
#investor
behaviour. Would it make more sense to reframe
#markets
and the
3
6
81
#VTU
After recent sector M&A
@VertuMotors
is left as the only UK-listed vehicle retailer of scale. Our initiation report sets out how Vertu is well placed to be a winner in the sector and is currently trading on undemanding multiples.
Read more:
#EVs
0
5
76
A life in carpets -
What does a life spent in the floor coverings business look like? What makes a floor coverings distribution business an attractive investment?
@in_mavericks
& James Wilson interview Tony Brewer of
@LikewisePlc
.
🎧Full episode here:
1
7
78
#GAMA
Strong FY23 from
@Gamma_Business
with revenue and earnings ahead yoy, and Business, Enterprise and Europe all performing well. The £35m share buyback should focus the market’s attention on Gamma’s impressive cash generation.
Read more:
1
8
73
#Gold
&
#Sterling
Offer Safety
What is it that
#investors
are seeking safety from as they pile into gold and cause a curious spike in the
#goldprice
? And why are global
#investors
increasingly seeing the UK economy and financial markets as good value and a safe haven?
To find
0
7
76
Talking
#Tech
: ARR – Honey, I broke the metric
In this piece Ian Robertson gives investors a useful steer on the merits of using ARR (Annualised Recurring Revenue) as a metric, and takes a look at how some of the UK-listed tech companies are defining and applying it.
'What is a
1
5
69
Update from
#CML
@CMLMicro
confirms revenue in-line and MwT performing ahead of expectations. While short-term forecasts are pressured, we believe the outlook is encouraging and investment case is on track.
Read more:
@mwt_inc
#wirelesscommunication
0
4
70
#FORT
FY update from
@ForterraUK
shows a fall in revenue but adjusted EBITDA expected to be ahead of expectations despite challenging market conditions, with brick volumes falling by a third in the year.
Read more:
#brickmaking
#construction
4
0
65
#SatoshiNakamoto
created
#Bitcoin
in 2009 and last month the US
#SEC
finally registered 11
#Bitcoin
#ETFs
. Meanwhile the UK
#Treasury
plans to sell its remaining holding in Natwest bank to retail
#investors
- its shares are 30% lower now than a decade ago. With the next
3
7
64
In his latest
@in_mavericks
podcast Jeremy McKeown chats to Adam Holland,
#MPAC
's CEO, about his background, the industry, his ambition to 10x the revenue and to build a global player in packaging automation. With questions from private investor
@MarkAtkinsonDII
along the way,
1
9
61
Positive sales update from
#THRU
@thruvision
reiterates the momentum flagged in recent releases and details £1.3m in orders received from new and existing customers in all business areas since the November interims.
Read more:
#peoplescreening
2
2
61
#FORT
FY23 earnings from
@ForterraUK
were above guidance, with resilient pricing offsetting a fall in demand. But we see signs of market improvement, with the largest housebuilders rebounding most strongly.
Read more:
#Construction
#ukmanufacturing
1
3
58
In
#Property
and
#Construction
news today:
▶️Updates from
#GFRD
#IBST
#KLR
#PRSR
#SHED
and
#SAFE
▶️
#ONS
data showed UK average
#houseprices
falling as
#inflation
ticks up
#housebuilding
#realestatesector
#buildingmaterials
#propertyinvestment
Read more 👇
1
3
58
Read Jeremy McKeown's latest HyperNormalTimes - Navigating the UK Smaller Companies Effect
in which he looks at a realistic base case scenario for the coming year’s global economy, financial markets and the knowable attendant risks.
'Increased global
0
8
57
#XAR
In-line FY23 results from
@Xaarplc
with good performance across business areas despite weakness in end markets, with the company well placed to benefit when the trading environment improves.
Read more:
#DigitalPrinting
#3DPrinting
#TechNews
0
2
55
Private investor
@MarkAtkinsonDII
answers the latest Question in a Bottle: 'How do I buy shares for my Grandchildren? Whilst firmly advising consultation with an
#IFA
first, Mark provides plenty of food for thought for over the Easter weekend. He runs through some of the things
2
9
56
The Market Call - a glance over your shoulder at last week before you head into next...
Recession is priced in: The UK
#recession
, trends for
#inflation
&
#interestrates
and resulting
#stockmarkets
behaviour, and the consumer outlook are all points of discussion for Jeremy &
2
14
51
Talking
#Tech
: AI creates, and disappears, jobs - Fly away Peter, Fly away Paul
What does the data say about AIs impact on jobs? Boom or doom? George puts the hype aside and takes a look at the facts around corporate strategy, growth and hiring plans, staff pay trends and AI
2
4
51
A recent investor presentation from
@Ternplc
and four key portfolio companies,
@DeviceAuthority
,
@TMedicines
,
@FundamentalVr
and
@WyldNetworks
, highlighted increasing commercial traction under Tern’s hybrid VC model.
Read more:
#Tern
#IoT
14
3
37
The Market Call - a glance over your shoulder at last week before you head into next...
Stubborn Inflation, Gold, Pawnbroking, Beeks & Next Week’s Rate Decisions:
Gareth and Jeremy are joined by tech analyst George O'Connor to look back at the week.
0
2
37
FY23 results from
#STVG
@WeAreSTV
reflect the success of the ongoing diversification strategy, with 75% of group profits coming from
@STVStudios
and Digital, well ahead of the 50%+ strategic target.
Read our research:
@STVComms
#smartTV
#streaming
6
2
26
As we approach the
#UKGeneralElection2024
analyst and monthly
@PropertyWeek
columnist, Alastair Stewart, looks at what party manifestos are saying about housing.
Read his article 'The case against rent controls' in full here:
...and if you enjoyed
0
2
37
“It’s like déjà vu all over again."
What impact does
#regulation
have on the investibility of
#banks
?
With Basel III Endgame requirements (US) & Basel 3.1 (UK) to be introduced mid-2025, Financials Analyst Mike Trippitt revisits a debate from 2012:
2
7
37
Tech Sector Focus: It's not what you sell, it's the way that you sell it.
How software companies sell is as important as the
#tech
but is often overlooked by investors. In this sector focus we examine sales processes for seven software companies, and aim to help investors gain a
0
2
36
In this week's Talking
#Tech
: The Experience Epidemic - Hammer time
George looks at how people value experiences more than goods, are willing to spend more on them and tend to return for more.
In this report, he examines the 'Four Realms of the Experience Economy' and then
1
1
34
Private investor
@MarkAtkinsonDII
describes himself as a reluctant trader and predominantly a 'holder' so how does he decide it's the right time to sell one of his 32 stocks?
🎧
Ask Mark a question:
#LSE
#AIM
#stockmarkets
1
1
33
OUT NOW: In the Company of Mavericks Ep 34 - This time it's different
In this latest episode, Jeremy McKeown and Onward Opportunities' Laurence Hulse, talk to Nigel Rogers and Ryan Maughan of Transense Technologies
@TransenseTech
#TRT
and learn how they have repositioned this
2
6
33
Our initiation on
#DPP
@DominosPoland
highlights the potential for franchise-driven growth in
#Poland
and
#Croatia
under a ‘Dominoid’ management team that has already made significant progress towards sustainable profitability.
Read more:
@poland_dp
1
5
29
The Darien Divide
A recent trip to the Southern States got Jeremy thinking about GB's place in political and economic history. In his latest blog he travels through the history of Georgia, the formation of Great Britain, modern-day South America, the current energy debate and the
0
4
28
JUST RELEASED: In the Company of Mavericks Ep 37 - The Changing Shape of the Defence Industry with Nick Prest of Cohort
At a time when rapidly changing geopolitics is making defence spending rise up the priority list for all Western countries, Jeremy McKeown and guest Tom Like,
0
5
26
Interim results from
#WJG
@WJHomes
show performance in line with expectations, with operating profit more than doubling and the group focusing on developing its strong pipeline of work for 2H and beyond.
Read more:
#HouseBuilding
#HouseBuildingNews
2
0
26
Progressive continues to champion the retail investor voice. In the latest episode of The Desert Island Investor, private investor, Mark Atkinson, reports back from the AGM of Titon Holdings plc
#TON
.
Listen here, or find links to your favourite podcast channels:
3
1
25
FY24 update by
#IGR
@IGDesignGroup
shows operational and strategic progress, with results set to exceed market expectations for profitability and cash generation.
Read more:
#design
#gifting
#stationery
#LSE
#AIM
#AQSE
#stockmarkets
#investing
#equities
1
1
25
In the latest episode of The Desert Island Investor, private investor
@MarkAtkinsonDII
discusses his successful holding in ME-Group International
#MEGP
- global vending machine experts who install and operate instant-service equipment. With two of their core products being
0
1
24
This week's Talking
#Tech
: Indian IT Professional Services - “April is the cruellest month”
Companies responsible for c1.2m full time employees just updated investors. To inform us of the likely content when local IT Services companies comment, George looks at the latest
0
1
25
In their latest Talking
#Tech
podcast, George and Ian discuss the impact of digitalisation on analog businesses and look at why sometimes it's not the big disruptive story that makes the difference.
🎧Listen to the full episode, or find links to your favourite podcast channels
0
4
26
AGM update from
#GAMA
@Gamma_Business
shows strong cash generation, with net cash up significantly on last year, and a good start to the year from the UK businesses offset by a weak macro backdrop in Europe.
Read more:
@Gamma_Partners
@wearegamma
#tech
0
2
24
Talking
#Tech
: Video Games - Time to play?
Is it time to finally draw a line under 2023 - a tough year for the US$211.2bn video games industry? Nervousness still pervades, but this week George explores why investors might be encouraged by signs of recovery.
Companies discussed
0
4
24
Private investor
@MarkAtkinsonDII
answers the latest Question in a Bottle: What were your worst disasters?
After nearly 40 years of private investing, Mark relives the investment stories that still bring him out in a cold sweat at night! What did he learn from his mistakes and
0
1
21
Strong H1 from
#BKS
@BeeksGroup
with revenue and ACMRR rising 25% and PBT up 121% as Proximity Cloud wins a major contract with a global bank and Exchange Cloud continues to gain traction.
Read our research:
#poweredbybeeks
#fintech
#cloudtechnology
1
1
20
In this latest episode of The Desert Island Investor, private investor
@MarkAtkinsonDII
discusses his new position in AIM listed soft drinks company
#NICL
Nichols plc. Was it just a penchant for
#Vimto
that drove his decision, or were there other reasons to invest?
Find out
0
2
24
AGM update reaffirms FY24 guidance from
#FORT
@ForterraUK
, with a greater 2H weighting than previously guided, amid signs that housebuilders are re-entering the land market and plan to increase production.
Read more:
#ConstructionSector
#ukmanufacturing
0
1
22
#THRU
@thruvision
has this morning announced an exciting sales partnership with
@Sensormatic
Solutions, a subsidiary of
@JohnsonControls
, which will help promote Thruvision’s advanced walk-through security systems, primarily into the distribution and logistics centre segment.
0
0
20
FY23 results from
#DPP
@DominosPoland
show adj. EBITDA growth of >100% yoy and confirm the progress made by the management team in recent years, with improving trading, a strengthened balance sheet and an ambitious growth plan.
Read our note: Still hot
0
1
23
#SPR
@SpringfieldProp
has entered into a major partnership with Barratt Developments to accelerate construction of a village with over 3,000 homes at its 600-acre Durieshill site near Stirling.
Read our note: Village partnership with Barratt speeds growth
0
4
21
Our in-depth note on
#TBLD
@tinyBuild
runs through the revamped business model and financials, looks at recent developments for the company and provides a timely review of the video games market, seeing reasons for investor optimism.
Read our note: The big reBuild
1
3
22
Moving onto the front foot to drive profitable sales growth: FY24 from
#G4M
@gear4music
was in line with April’s update, showing profit recovery despite a top-line decline, with an updated strategy to deliver profitable medium-term sales growth.
Read more:
1
1
24
In
#macro
and UK Market News today:
▶️Dollar index
#DXY
moves higher
▶️Rallies in
#energy
,
#commodities
and
#preciousmetals
taper out
▶️
#Uranium
price moves higher
▶️
#Japan
#Yen
#JPY
weakening again whilst
#bond
#yields
weaken - risks for market stability
#FederalReserve
#China
0
0
19
Talking
#Tech
: Into the UK Election - Man the Compass
George looks both east and west this week to ascertain the health of our tech companies and end markets, and also considers the likely impact of the pending UK
#GeneralElection24
on the Tech sector.
Companies discussed
0
2
20
#SPR
@SpringfieldProp
announced another new contract win. The Wheatley Group contract, worth £6.3m, is for the delivery of affordable housing - construction is due to commence immediately.
“This new contract marks another great step for us in affordable housing, building on the
0
0
20
In their latest Talking
#Tech
podcast, George and Ian catch up on recent, and mostly positive
#TechNews
, with George holding his positivity pledge card firmly aloft.
They also discuss the
#RaspberryPi
IPO – another reason to be cheerful. A London float, a good company, a growth
0
5
19
Read Jeremy McKeown's latest HyperNormalTimes: Monetary Policy, Energy & Growth - Why the UK might continue to confound its many detractors
'The UK’s political course is comparatively secure and already priced in by financial markets. Although the UK has
0
3
20
Update from
#STVG
@WeAreSTV
noted stronger-than-expected advertising in Q2, outperforming ITV, helped by Euro football, a strong Studios order book and media legislation.
@STVStudios
continues to trade well.
Read more:
@STVComms
#smartTV
#streaming
0
2
19
Talking
#Tech
: ‘Cloud’ after the caravan presses on
With
#GenAI
still dominating investor interest, George O'Connor looks at what's happening in the world of
#CloudComputing
. Quite a lot it seems!
'GenAI may be the oasis, but cloud remains a central IT motion. It is big. To wit:
0
2
18
Following
@ZooDigitalGroup
's successful acquisition of LogoSound,
#ZOO
announced today the establishment of dubbing studios in Milan. CEO Stuart Green said: "Italy is a key dubbing territory for the global media and entertainment industry, and with the addition of our Milan hub
0
2
18
Read the latest HyperNormalTimes:
Not Dead, Just Resting
The UK's equity capital markets came back to life last week and got to work pricing £8bn of equity in just 48 hours. However, it'll likely take much longer to realise Jeremy Hunt's dream of a $tn UK company and for UK
0
1
17
#SFR
@Severfieldplc
are holding an investor presentation on 21st Jun 2024 at 11:00am BST about their upcoming Full Year Results
Their recent positive update indicated that FY24 results were expected to be ‘slightly above’ Board expectations and net debt significantly better. The
0
1
18
Update from
#MATD
@Petro_Matad
confirms local approvals for land rights have been received to allow the 2024 operational programme to start, enabling completion of the Heron-1 well as a producer.
Read our note: Local approvals received – ready to roll
0
1
18
OUT TOMORROW, Friday 24th May: In the Company of Mavericks Ep 37 - Nick Prest of
#CHRT
Cohort plc
A few weeks ago, Nick Prest, Founder and Chairman of the defence technology group Cohort plc joined Jeremy McKeown and Tom Like of Singer Capital Markets and shared some great
0
3
17
#BKS
@BeeksGroup
Beeks Financial Cloud Group,
#cloudcomputing
and connectivity provider for financial markets, confirms that it has achieved the widely respected SOC 2 Compliance standard for its
#ProximityCloud
and
#ExchangeCloud
products.
RNS:
0
0
15
Talking
#Tech
: Tech Sector economics - The curate’s egg
As we approach the end of Q2, George O'Connor reviews tech sector macro data and highlights an array of data points spanning: sector lay-offs, hiring intentions, IT spend forecasts and sector valuation.
He also updates us
1
1
16
Our Spotlight focuses on what three of
#SFR
@Severfieldplc
’s deals have brought to the group: Harry Peers in nuclear; DAM Structures in rail and early stage construction; and Voortman for European access.
Read more:
#steelindustry
#steelmanufacturing
1
0
16
#IDOX
@Idoxgroup
reported strong interims yesterday, with revenue up 21%, an impressive cash generation and a healthy M&A pipeline. Watch the management team's results presentation and Q&A here:
and for further analysis, read our latest research:
0
0
17
Recent CMD held by
#OMG
@OxfordMetrics
showcased the potential of
@Vicon
’s impressive markerless technology in 3D virtual reality entertainment and in industrial environments in conjunction with Industrial Vision Systems (IVS).
Read more:
0
1
16
JUST RELEASED: In the Company of Mavericks Ep 39 - Market Capitulations & Narrative Shifts with Adam Rackley of Cape Wrath Capital
According to Morningstar, only one of 72 smaller company funds outperformed the UK small-cap index last year. That was Cape Wrath Capital. Back in
0
4
14
Read Jeremy McKeown's latest HyperNormalTimes: Economic Truths & Financial Nihilism - How juicing the financial system builds division and volatility
Read more:
#LSEG
#AIM
#AQSE
#FTSE
#equities
#stockmarlets
#investing
#investments
#shares
#stocks
0
4
15
Private investor
@MarkAtkinsonDII
answers the latest Question in a Bottle: When did you give up your day job?
When did Mark's investing story begin? How did he manage his work-life-investing balance? And when did he know it was time to give up his day job?
To find out listen
0
3
15