@tradermark72.bsky.social#GFRD appointed to the Oxford Inspire framework on Lot2 worth up to £1.6bn over 8 years for projects in excess of £15m.
@tradermark72.bsky.social#GFRD another appointment, this time to the £3.0bn Constructing West Midlands Framework for Major Works in excess of £10m.
@tradermark72.bsky.social#GFRD appointed to 82 lots of the £4.3bn 4 year Pagabo Civil Engineering Framework.
@sharesifysocial.bsky.socialGalliford 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.
@tradermark72.bsky.social#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.
@tradermark72.bsky.social#GFRD Berenberg raise TP to 750p. Cavendish raise TP to 826p from 670p. Panmure raise TP to 735p from 690p.
@brokenbanker.bsky.socialbeats from #DRX.L Drax Group, #GFRD.L Galliford Try, #TNTG.L The Beauty Tech Group; buyback raised at #HTWS.L Helios Towers:
@tradermark72.bsky.social#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.
@sharesifysocial.bsky.social@tradermark72.bsky.social#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.
