UK companies in the news:

#AIE #AVON #BASC #BBSN #BOWL #BPT #CAML #CGT #EGY #FUM #GFRD #HEAD #HSW #ICGT #IMI #JUSC #LIKE #MANO #MTLN #NET #PHE #PNN #ROAD #SHEL #SSIT #SYS1 #TPFG #YNGA

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#GFRD appointed to the Oxford Inspire framework on Lot2 worth up to £1.6bn over 8 years for projects in excess of £15m.

UK companies in the news:

#BT #ENSI #GFRD #GLE #HERC #HMSO #ITH #KLSO #MTLN #NEO #NG #QTX #SRE

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#GFRD another appointment, this time to the £3.0bn Constructing West Midlands Framework for Major Works in excess of £10m.

#GFRD appointed to 82 lots of the £4.3bn 4 year Pagabo Civil Engineering Framework.

YTD performance of #COST, #KIE, #GFRD, #RNWH and #MGNS. The latter two are lagging with #RNWH updating 1st October and #MGNS updating 5th November. 👀

A good week for Infrastructure plays on the back of #GFRD and #KIE results. This slide from the #GFRD presentation gives some idea of what is still lies ahead over the next 10 years though Water will exceed this in AMP9. Order books growing, margins improving.

Galliford Try beats forecasts and maintains confident outlook:

Infrastructure group has excellent visibility through FY27 and FY28, and is buying back shares with surplus cash, but we struggle with the valuation.

#GFRD #BBY #COST #Infrastructure

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#GFRD Analyst call. AMP8 step change coming as design moves to construction. Already looking at AMP 9,10&11 out to 2045. 4% 2030 margin target looks a lot closer. Affordable housing opportunities with forward funding.

#GFRD Berenberg raise TP to 750p. Cavendish raise TP to 826p from 670p. Panmure raise TP to 735p from 690p.

#GFRD FY Results. Adj. PBT above raised expectations, margin increased to 3.5% from 3.0% and month end cash increased. Order book increased to £4.3bn. 90% of FY27 Revenue secured. Further £15m buyback announced.

Decent rise in infrastructure plays today - #KIE and #COST breaking out. #GFRD FY results tomorrow.

Crest Nicholson his lifetime low after latest guidance cut:

Developer proves once again that trying to call the turn in the housing market is a fools' errand, and investors should stick with the infrastructure theme instead.

#CRST #VTY #WJG #GFRD #investing #UKstocks

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#GFRD Contract. £110m River Mease Improvement works from Severn Trent Water.

Good to see another project designed to improve river quality at long last. There will be a lot more of these flowing out in the next few years.

UK companies in the news:

#3IN #ALFA #BRK #CAM #CRST #EMAN #ENQ #FDEV #FUM #GMS #GFRD #GFTU #HCM #HFG #ITH #JEMD #JET2 #JNEO #LMP #MNG #ROSE #SAFE #SNX #SSIT #TRB #TUN #WOSG

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