Results coming up in the next fortnight. Ticked up today and this should be the start of a rise in anticipation. If the results are as good as I hope, together with a positive outlook statement, then we will be off to the races.
Interim results out this morning. I had hoped for something more inspiring. These are solid, but certainly not enough to set the world on fire. I can't see the share price making much progress based on these figures and the rather bland outlook statement. Nevertheless, I am mainly here for the yield and that looks reasonably safe.
Surprise surprise. The market must have liked them at least a little bit. Nice to see a tick up today. Perhaps I missed something in the announcement. :-)
Yes indeed. Things are looking up for Cenkos and we have a rerating in progress. More please! They have a couple of IPOs coming up (I understand) and as market conditions improve we can reasonably hope for more business and higher profits.
Rerating well underway now after that trading update. My stretch target of 150 is now looking conservative. I reckon we could now be looking at 200 at some point next year. Well worth staying on for the ride.