24th Dec '18


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Looking at their latest year-end results, UK engineering contributed circa 63% of group-wide NFI. 25% of this is from 'infrastructure', under which HS2 and Highways England are listed. It would seem to me that Gattaca (LON:GATC) has some exposure to the Carilliion saga but it's too early to say whether it will have a material impact.

RE: RBG I'm surprised at the muted market reaction as this puts RBG back in play?

Bonmarche Holdings (LON:BON) - PBT doubled driven by impressive LFL comps in the current retail backdrop, along with strong control on GM and opex. Current valuation reflects a great deal of negative expectations, and gives an extremely favourable risk/reward ratio if they manage to sustain improvements into H2.

Indeed, the money is generally staying in the capital markets, but people are probably just realising some gains. Without any negative macro catalyst, it's hard to imagine a further deterioration in market sentiment. I'm just keeping my powder dry and waiting for signs of capitulation. (could be a very, very long wait....)

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