February's Scores On The Doors
ISA⬆️3.03% hitting ATH 20/02😀
Feb buy🔝#MRO (oops), sold out #DOM, #KITW & sliced #NG, started #DCC & #KLR & 🔝#ELM, #IGG & #YNGN
SIPP⬆️7.45% hitting ATH 27/02😀
Sliced #BATS, #GSK & #SHEL &🔝#JEGI & #MICC
Top 30 finish in Feb's stock challi3zyo
Scores on the doors for January
ISA⬆️8.54% hitting ATH on 26/01😀
Jan buy🔝#IGG, Feb buy⏩🔝#MRO on 20/02
SIPP⬆️3.28% hitting ATH on 30/01😀
#BATS & #PMI divis & results due from #BATS, #GSK, #JEGI, #SHEL, #IPF & #ULVR, maybe #MICC as well in Feb🧐
Top 40 finish for JanurB7WPT
Sold out of #DOM after 15 years & #KITW plus trimmed #NG by 12.5% (as was >10% of portfolio after recent gains) and opened new positions in #DCC & #KLR plus ��#ELM, #IGG & #YNGN holdings.🤔
@MaxG__05 My #SUP comps are #KITW...and #CBOX (UK Indian entrepreneur)! 😆
As long as #SUP dsn't get out over their skis, I thk investors vape concerns are a red herring...'cos Chadha clearly plans/will come out the other side with vaping as a much smaller % portfolio exposure regardless.
#KITW Kitwave Group PLC faces profit warning due to low hospitality demand impacting gross profit margin. Continued investment and inflationary pressures add to challenges. Caution remains for the financial year. #Kitwave#ProfitWarning
#KITW PROFIT WARNS❌It has experienced an unfavourable revenue mix due to lower-than-expected demand in the hospitality sector, which negatively impacted gross profit margins
✅NB on 22/1/26 Kitwave agreed to a recommended £251m cash (£2.95 p/s) takeover
x.com/conkers3/statu…
#KITW🆙+32%✅£2.935✅
✅Kite UK Bidco Ltd has announced a recommended cash acquisition of #Kitwave @ £2.95 p/s = valuing the co @ approx. £251m
✅This offer represents a 33.5% premium
✅Supported by Kitwave Directors, who intend to recommend it to s/holders
❌Another UK co PE/dk
#KITW
Kitwave's revenue for the three months ended 31 Jan 2026 was flat year‑on‑year, but gross margin and adjusted operating profit were materially hit by weaker hospitality demand, investment & inflation (NIC and min wage); the Board expects cautious 2026!
Kitwave Group PLC #Kitwave#KITW has published a new Regulatory News announcement.
Please click on the below title to see the full release:
Kitwave Group PLC - Trading Update
bit.ly/3oUWsk8
#KITW Classic use of the dreaded ‘However’ in a Trading Update ⬇️
“Materially below” is an expression to strike fear into any shareholders heart
Luckily they can console themselves with the 295p recommended bid on the table
It’s almost as if the Directors knew 🙄….j
#KITW - U & warns
🚧Unfavourable mix on similar sales vs PY, plus cost pressures mean "adjusted operating profit during the Period was materially behind the Board's expectations"
🚧While Q1 is a small portion of FY profit, hopes are dashed as margin pressure to persit through F7S