UK companies in the news:
#ACSO #BTRW #ENQ #EWI #FRMI #GATC #GLE #IGR #IOM #MFX #PZC #RENX #RICA #RSW #RWS #SEE #SHRS #SVT #ULTP #VP
Head to Sharesify.com for news, views, analysis and more.
Latest posts tagged with #ULTP on Bluesky
UK companies in the news:
#ACSO #BTRW #ENQ #EWI #FRMI #GATC #GLE #IGR #IOM #MFX #PZC #RENX #RICA #RSW #RWS #SEE #SHRS #SVT #ULTP #VP
Head to Sharesify.com for news, views, analysis and more.
UK companies in the news today:
#ABDP #ABDX #AMI #ASHM #BOOM #BRK #CABP #DBOX #DCC #DFCH #DNLM #EKF #ESNT #FOXT #FSTA #GNIP #GPE #IGR #LIKE #MAB #MPAC #OXIG #RAT #RPI #RWA #SAFE #SDR #SVS #TRU #TW #ULTP
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If you missed the live event last week, check out the full video recording here of Ultimate Products #ULTP management presenting their FY results overview with extensive Q&A - an insightful session, worth a watch!
youtu.be/ksDSn9L2VV4
#ULTP Ultimate Products FY25 results confirm key numbers & brand growth messages. Owned brands +4.3%, re-branded Beldray +11.1%. Our FY26 forecasts are held & we maintain fair value at 165p/ share.
New research report with audio summary here!
youtu.be/dZzHutkrirA
#ULTP Ultimate Products senior management changes will invigorate team and are in line with stated aim to improve the sales function
Full note available here, with audio summary:
youtu.be/maHCfcWgFzI?...
Link to research: www.equitydevelopment.co.uk/research/pro...
Results from 3 Companies, today, Show the UK Consumer is Cautious
audioboom.com/posts/876265...
COMPANY’S COVERED TODAY:
BEEKS FINANCIAL CLOUD #BKS
SHOE ZONE #SHOE
ULTIMATE PRODUCTS #ULTP
WINKING STUDIOS #WKS
XP FACTORY #XPF
GET 25% OFF THE SHAREPICKERS INVESTMENT CLUB - OFFER ENDS 31ST AUGUST!!!
Ultimate Products management hosted an Investor Presentation after last week's Trading Update with an extensive round of Q&A - if you missed the live event, check out the full video recording here! #ULTP #UltimateProducts
youtu.be/FekcV6-3MAA
Time 11 a.m.
Let's check SP moves!
Traffic Lights
Red: Ultimate Products #ULTP was even sharper lower.
Amber: Hargreaves Services #HASE is marginally better on outlook.
Green: Sanderson Design #SDG.
Bottom wiping relief on the promising sample papers prints requested. Suffers with wide spreads.
#ULTP Ultimate Products trading update today
- We ⬇️ our sales and profit expectations for FY2025
- Gross margins contracted due to shifts in both product category and retail channel mix.
- Expectations of flat EBITDA in FY2025 H2 and a full year decline
- Audio summary here
youtu.be/dDv0aF8YJw4
Key RNSs (Pre-Open Prices)
Ultimate Products #ULTP unpleasant RNS reading this morn. Yuk!
Sanderson Design #SDG.
Performance bottoming.
SP deservedly been down.
Too early and illiquid to buy.
Other companies' RNSs read much better, but their news may already be in their SPs.
#FTC the wild card!
*** Save the Date! *** A reminder that we are hosting the management of #ULTP #UltimateProducts for an Investor Presentation with live Q&A tomorrow (28th March) at 9.45am - there is still time to register at the below link!
www.equitydevelopment.co.uk/news-and-eve...
8 Companies Covered, Add 4 To Your Watchlist, Ignore 4
audioboom.com/posts/869446...
Macro, Micro News for Tuesday 25th March 2025
Digitalbox #DBOX
GetBusy #GETB
Journeo #JNEO
Michelmersh Brick #MBH
Personal Group #PGH
Time Finance #TIME
Mission Group #TMG
Ultimate Products #ULTP
#ULTP Ultimate Products - H125 Results
- Organic European sales growth offset by UK setback, we trim our EBITDA f/c
- But substantial growth headroom in Europe & potential for Salter and Beldray (c.60% of group sales) to benefit from re-brands reassuring for future growth
- We keep 165p fair value
If you missed the live event yesterday, check out the full video recording here of Ultimate Products #ULTP management discussing the detail of their 1H Trading Update and answering an extensive round of investor questions.
Link here: youtu.be/4olG6PQNz1w
*** Webinar invite *** Join us tomorrow at 8.30am for an Investor Presentation and live Q&A with the management of #ULTP #UltimateProducts following yesterday's Trading Update - you can sign up to register at the below link:
www.equitydevelopment.co.uk/news-and-eve...
UK could avoid US tariffs with Trump saying a deal “can be worked out”
audioboom.com/posts/864771...
MACRO
Trump says a deal "can be worked out" with the UK
Factory activity contracts for 4th straight month
UK growth outlook downgraded
MICRO
#AREC #ENSI #FEN #HVO #SSTY #SDY #ULTP
#ULTP Ultimate Products H1 Trading Update
- H125 sales -6%; lower UK sales offset 12% advance in Int'l
- We ⬇️ full year FY25 EBITDA forecast from £21m to £15m
- Order book stronger, augurs positively going into H2
- We reduce fair value for shares from 200p to 165p
- Research here: bit.ly/4hqTfCT
January holdings update (better late than never), alphabetical within sections:
Top 5: #CAPD, #IPX, #RFX, #SOM, #ULTP
Next 5: Cash, #NWOR, #PAY, #PGH, #STAF
Other significant / watchlist: #CCT, #CRL, #RLE, #SHEP
December holdings update, alphabetical within sections:
Top 5: #CAPD, Cash, #NWOR, #PAY, #RFX
Next 5: #BMS, #IPX, #SOM, #STAF, #ULTP
I do think #ULTP have a bit of a secret sauce in their grad program and AG's philosophy in company culture. Venerable to a short term miss as sweating a little on the UK (soft sales) and had a £2m cost hit (shipping rates) but guiding Europe to 40%-45% this year which is £68.8m-£77.4m assuming.....
Buy: #ULTP. I have previously held and was encouraged by the recent results and management call to add back. I believe as economies recover current dips, the expansion into Europe offers decent medium term potential upside to the story of what is a well run business.
My portfolio is up 1.0% this week & up 18.8% Cal YTD.
13📈, 10📉 & 4 unchanged. Trades: Sell #RWS, Buy #ULTP
This week, #SNX sailed higher on contract wins & IC tips & #BPM continued making progress, while a few drifted at the other end on no news.
Good w/e all! 😎
I'm moderately interested in #ULTP (like their renewed focus on European growth), #MACF (if it gets closer to £1), #ADF (priced for a pw that may or may not arrive) & #CTA (to take the place of #TIFS should a firm offer arrive).
On this week's Small Caps Live Weekly Summary we looked at the Budget plus news from #BVXP #CRPR #DIAL #IGR #NXQ #TST #ULTP
open.substack.com/pub/smallcap...
#ULTP Ultimate Products - new research below!
- EU sales continuing to advance
- Offset overstocking in supermarkets
- Early signs are that Salter rebrand is providing a boost
- Do expect progress to be H2 weighted though
- Fair value 200p
Link here: www.equitydevelopment.co.uk/research/eur...