James Goodwin
Portfolio changes 03/02/25
Aviva's acquisition of Direct Line Group
If realised, the considerable cost and capital synergies from this transaction could contribute towards an IRR in excess of 20%.
Company Updates - FSTA
Half-year results show strong year-over-year growth at every level of the income statement.
Company Updates - STB
Fallout from Court of Appeal vehicle finance commission ruling, and Q3 trading update.
Portfolio changes 31/10/24
Portfolio changes 28/10/24
Company Updates - TBLD
The half year results show things moving in the right direction, with some key milestones in the coming months.
Company Updates - STB
Interim results show steady growth and continued progress towards mid-term targets despite a challenging market.
Company Updates - FSTA
FY24 annual report, AGM, and FY25 trading update and outlook.