Sharesify podcast 14 October 2026:
The team talk Bellway, Bytes, Hays, Page, Robert Walters, Seraphim, SoftCat, TRIG, Vertu & Whitbread plus ASML & JPM.
#BWY #BYIT #HAS #PAGE #RWA #SCT #SSIT #TRIG #VTU #WTB #XPS #UKequities #investing

Vertu Motors rallies on record H1 revenues and latest profit upgrade:
The firm’s undemanding valuation is underpinned by a strong asset base, with the shares trading a smidge above tangible net assets per share of 80.8p.
Whitbread boosted by H1 profit beat:
Premier Inn owner urges shareholders to reject US activist Corvex’s demands for a board seat and changes to its strategy.
ActiveOps craters as customer loss triggers profit warning:
Contract loss shaves £3.8m from FY28 revenue expectations. The board now sees FY28 sales and EBITDA ‘significantly below market expectations’.
Polar Capital delivers Q2 inflows despite volatile backdrop:
Active asset manager reports AuM of £43.7bn as of 30 Sep 2026. That was down 3% quarter-on-quarter but roughly 43% above the £30.6bn reported at start of the year.
Imperial Brands boosted by £1.5 billion buyback:
Led by CEO Lukas Paravicini, Imperial Brands delivered its sixth consecutive year of tobacco sales growth in FY26.
#IMB $IMB #Investing #ukequities
Clarksons sails to all-time high after hiking guidance again:
Latest profit upgrade is a win for fund manager Nick Train, who holds the stock in his Finsbury Growth & Income Trust.
#CKN $CKN #FGT $FGT #ukequities #investing
Greggs rallies on surprise profit upgrade:
Thanks to improved trading in recent months and strong cost control, the sausage roll seller expects a ‘modestly improved’ outcome for 2026.
#GRG $GRG #Investing #UKequities
On the Beach shares fly as profits land in top half of guidance:
Manchester-headquartered firm is seeing ‘strong booking momentum’ into FY27.
Warpaint plunges as revenue warning spooks investors:
The cosmetics firm’s FY26 performance will be ‘significantly more second half weighted’ than in prior years.
#W7L $WMT #TSCO #Investing #UKequities
Kingfisher boosts FY27 profit guidance despite ‘mixed’ consumer backdrop:
Upgrade follows solid H1 performance with market share gains at Screwfix, Castorama Poland and in Spain.
#KGF $KGF #Investing #UKequities
Aberdeen UK Smaller Companies Growth Trust to merge with ‘JUGI’:
Enlarged trust will be managed by JPMorgan’s Georgina Brittain and Katen Patel, who have masterminded ‘JUGI’s’ exceptional long-term performance.
#AUSC $AUSC #JUGI $JUGI #Investmenttrusts #UKequities
Next boosts profit guidance again following better-than-expected H1:
Fresh FY27 guidance implies an 8.4% rise in taxable profits and there could be further upgrades to come.
Beauty Tech Group beats expectations again:
The at-home beauty products group continues to outperform its sector and the broader beauty market, and the future still looks bright.
City of London announces 60th consecutive dividend increase:
UK equity income trust kept pace with the FTSE All-Share in FY26, delivering a NAV total return of 21.9%.
WH Smith trims profit guidance as margin pressure persists:
FTSE 250 retailer blames downgrade on lower trading margins from increased discounts, reduced brand marketing and inflation headwinds.
Barratt Redrow lowers target for future completions:
Still no upturn in sight for the new-build housing market, although the pop in the shares suggests investors were braced for an even bigger downgrade.
RTW Biotech Opportunities delivers healthy 16.5% return:
Trust benefited as publicly listed investments rallied in response to a boom in M&A and IPOs, positive clinical trials and an improving US regulatory backdrop.
MP Evans rallies on record results and robust pricing outlook:
AIM-listed food producer with a $113.5 million net cash pile raises the H1 dividend by a bumper 39% to 25p per share.
GSK gains on positive trial results for new cancer drugs:
The pharma giant is steadily growing its oncology business with new treatments and licensing deals, to positive effect.