Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #TTE | #Partner | TotalEnergies and EDF signed a 12-year Nuclear Production Allocation Contract (CAPN) starting January 1, 2028, securing low-carbon electricity for TotalEnergies refining and chemicals sites in France. EDF will allocate a share of its nuclear fleet output, covering 60% of TotalEnergies 400 MW needs. The agreement benefits both parties: TotalEnergies gains competitive, low-carbon power, while EDF shares production risks and costs. The partnership supports energy sovereignty and sustainability for both companies. Read More@: tradingfloorai.com/digest/master_…
73
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #LONDON MARKET CLOSE: FTSE 100 ends down as oil rises amid war deadlock | #LSE | ```html * Blue chips in London outperformed European and US peers but closed marginally lower due to rising oil prices and ongoing Iran war concerns. * FTSE 100 closed down 4.82 points at 9,967.35; FTSE 250 and AIM All-Share also ended lower. * Oil prices rose amid continued tensions in the Strait of Hormuz and lack of progress in ending the Iran war. * US President Donald Trump extended the deadline for Iran to open the Strait of Hormuz, but markets remained pessimistic. * Kuwait reported damage to its main commercial port from a drone attack, adding to regional instability. * Reports suggest the US may send up to 10,000 additional troops to the Middle East, fueling concerns of escalation. * Brent oil rose to USD111.63 per barrel; gold prices also increased, boosting mining stocks like Fresnillo and Endeavour Mining. * AstraZeneca rose 3.4% after positive phase three results for its chronic obstructive pulmonary disease treatment, tozorakimab. * NatWest gained 0.9% after Deutsche Bank raised its share price target. * Metlen Energy fell 8.6% due to delays in releasing financial statements. * Housebuilders faced pressure as Bank of America cut price targets and profit forecasts for the sector. * Upcoming economic data includes UK mortgage approvals, German and Italian inflation figures, and the Dallas Fed manufacturing index. ``` Read More@: tradingfloorai.com
92
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #LONDON MARKET MIDDAY: Shares slide as Iran tensions deepen | #LSE | ```html * **Stock Market Performance:** * FTSE 100 down 0.6% at 9,909.76. * FTSE 250 down 1.2% at 21,039.85. * AIM all-share down 0.6% at 714.51. * European equities: CAC 40 down 1.1%, DAX 40 down 1.6%. * **Oil Prices:** Brent oil trading at USD104.49 per barrel, down from USD108.80. * **Geopolitical Developments:** * Israel targeted a missile and sea mining facility in Iran. * US President Trump postponed plans to destroy Iranian energy plants by 10 days. * US considering sending up to 10,000 additional troops to the Middle East. * Iran threatens to target shipping in the Red Sea via Houthi allies if invaded. * **Currency Movements:** * Pound down to USD1.3302 from USD1.3338. * Euro down to USD1.1511 from USD1.1563. * Dollar up to JPY159.88 from JPY159.65. * **Corporate News:** * AstraZeneca up 3.3% on positive drug trial results. * Metlen Energy down 5.9% due to audit delays. * Harbour Energy down 5.3% after BASF reduced stake. * Playtech up 6.0% on share buyback program. * Future down 13% on rating downgrade by Jefferies. * Seeing Machines down 4.8% on wider first-half loss. * **US Markets:** Dow Jones, S&P; 500, and Nasdaq called lower. * **Commodities:** Gold up to USD4,414.76 per ounce from USD4,383.70. * **Upcoming Data:** Canada's budget balance data expected. ``` Read More@: tradingfloorai.com
77
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #AI Selection | #LSE | Todays AI selections posted before the bell! Best riser was #AST: Ascent Resources plc at 8.89% worst loser was #PPHC: Public Policy Holding Company Incat -2.20% #AST #HSP #PTEC #PEG #PPHC Tickers ordered by change follow/subscribe to get morning updates for fresh #AI selections see my early morning posts on the X for further info on each ticker #AST ▲ 8.89 Awards Ascent Resources plc #HSP ▲ 6.60 Offers Hargreaves Services Plc #PTEC ▲ 5.88 BuyBack Playtech Plc #PEG ▲ 0.00 NewContract Petards Group plc #PPHC ▼ -2.20 Results Public Policy Holding Company Inc Read More@: albertarthurs.com
55
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #LONDON BROKER RATINGS: BofA raises Berkeley; UBS raises Savills | #LSE | ```html * Deutsche Bank Research raises NatWest price target to 840 (730) pence - 'buy' * Deutsche Bank Research raises Kingfisher price target to 260 (255) pence - 'sell' * Deutsche Bank Research cuts Autotrader price target to 816 (850) pence - 'buy' * BofA raises Berkeley Group to 'buy' (neutral) - price target 4,020 (4,080) pence * Barclays cuts 3i Group price target to 4,455 (4,810) pence - 'overweight' * Barclays cuts Reckitt Benckiser price target to 6,300 (7,000) pence - 'overweight' * Barclays cuts Haleon price target to 415 (420) pence - 'overweight' * Barclays cuts Unilever price target to 5,500 (6,000) pence - 'overweight' * Citigroup raises BT price target to 175 (140) pence - 'sell' * UBS cuts International Consolidated Airlines price target to 355 (370) pence - 'sell' * JPMorgan raises Diploma price target to 5,760 (5,120) pence - 'neutral' * Kepler Cheuvreux cuts RS Group price target to 760 (820) pence - 'buy' * Citigroup cuts RS Group price target to 650 (700) pence - 'buy' * Citigroup cuts Aston Martin price target to 45 (55) pence - 'neutral' * Citigroup cuts Softcat price target to 1,550 (1,900) pence - 'buy' * Berenberg raises Pollen Street Group price target to 1,100 (1,050) pence - 'buy' * Barclays cuts Tate & Lyle price target to 395 (410) pence - 'equal weight' * UBS raises Savills to 'buy' - price target 1040 pence * Barclays raises Derwent London to 'equal weight' * UBS cuts Wizz Air price target to 1,430 (1,630) pence - 'buy' * UBS cuts easyJet price target to 700 (800) pence - 'buy' * Jefferies raises Mony Group to 'buy' (hold) - price target 230 (205) pence * Kepler Cheuvreux raises Hunting price target to 580 (510) pence - 'buy' * Deutsche Bank Research raises Capita price target to 320 (300) pence - 'hold' * Barclays cuts Kerry Group price target to 92 (94) EUR - 'overweight' * UBS cuts Ryanair price target to 33.15 (33.50) EUR - 'buy' * Jefferies cuts Future to 'hold' (buy) - price target 466 (1,220) pence * JPMorgan cuts EnQuest Energy price target to 24 (25) pence - 'overweight' ``` Read More@: tradingfloorai.com
109
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #LONDON MARKET OPEN: Stocks mixed as Brent oil nears USD110 | #LSE | ```html * London stock prices opened mixed on Friday, with FTSE 100 up 0.1% despite Iran peace talk uncertainty and muted European sentiment. * FTSE 250 and AIM all-share indices both declined by 0.3%. * European equities were marginally lower, with CAC 40 flat and DAX 40 down 0.1%. * Sterling edged lower after UK retail sales for February fell less than expected. * UK retail sales volumes dropped 0.4% in February but rose 0.7% in the three months to February, with annual growth at 2.5%. * Brent oil traded higher at USD109.54 a barrel amid ongoing Iran tensions. * US President Donald Trump extended the Iran Strait of Hormuz deadline to April 6, citing progress in peace talks. * Iran responded to the US peace plan with counterproposals, including sovereignty over the strait, as military strikes continued. * US considering sending up to 10,000 additional troops to the Middle East, fueling speculation of potential ground operations in Iran. * Metlen Energy & Metals fell 11% after delaying 2025 full-year results publication. * AstraZeneca led the FTSE 100, up 3.0%, on positive phase-three trial results for COPD treatment tozorakimab. * Playtech topped the FTSE 250, up 3.5%, after initiating a share buyback program. * Asian markets were mixed, with Nikkei 225 down 0.4%, Shanghai Composite up 0.6%, and Hang Seng up 0.4%. * US markets closed lower on Thursday, with Dow Jones down 1.0%, S&P; 500 down 1.7%, and Nasdaq down 2.4%. * Gold prices rose to USD4,440.485 an ounce, while US Treasury yields widened. ``` Read More@: tradingfloorai.com
85
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #SEE | #RevenueGrowth #MarginIncreased | **Summary:** Seeing Machines Limited, an advanced computer vision technology company, reported its unaudited half-year results for FY2026 (H1 FY2026, ending December 31, 2025). The company highlighted strong underlying performance, with automotive royalties growing 33% and production volumes increasing 62%. Guardian, its aftermarket product, saw recurring revenue growth and improved margins. Key financial highlights include adjusted revenue of US$23.4 million (down from US$25.3 million in H1 FY2025 due to reduced non-recurring engineering and license revenue), annualized recurring revenues (ARR) of US$14.0 million, and aftermarket revenue growth of 18% to US$12.7 million. Automotive royalties rose to US$8.4 million, driven by increased production volumes. Gross profit margin improved to 58%, and adjusted EBITDA loss narrowed to US$13.7 million. Cash at the end of the period was US$3.4 million, with a post-period US$14.1 million royalty payment received. Operationally, the company scaled to over 4.8 million cars on the road, secured new program wins in Europe and Japan, and expanded its technology leadership with innovations like 3D Cabin Perception Mapping. The company expects further growth in royalties and production volumes, driven by regulatory adoption, particularly the European General Safety Regulation (GSR), and remains on track for positive adjusted EBITDA in H2 FY2026. Read More@: tradingfloorai.com/digest/master_…
100
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #PTEC | #BuyBack | Playtech plc announces the commencement of a share buyback programme to purchase up to 5,661,665 ordinary shares, to be completed by the 2026 Annual General Meeting. The purchased shares will be transferred to the Companys Employee Benefit Trust for future employee share scheme awards, maintaining the total number of shares in issue and voting rights unchanged. The programme, conducted by Jefferies International Limited, complies with regulatory requirements and operates within defined parameters. Details of purchases will be announced daily. Read More@: tradingfloorai.com/digest/master_…
91
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #PEG | #NewContract | Petards Group PLC announced that its subsidiary, QRO Solutions, has secured two contracts totaling £0.5 million. The first contract, with a new European export customer, involves supplying ProVida in-car speed enforcement systems for a national police force, with delivery expected in the first half of 2026. The second contract, with an existing UK law enforcement customer, is for Harrier AI ANPR cameras to be deployed at strategic highway locations across England, scheduled for delivery by June 30, 2026. These wins strengthen QROs position in the UK and mark its first significant international success, highlighting potential for future growth in global markets. Read More@: tradingfloorai.com/digest/master_…
119
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #HSP | #Offers | Hargreaves Services PLC, proposesServices Services Services Services Services Services Services Services Services Services ServicesHarggreServices Services Services Services Services Services SERVICES SERVICES SERVICES Services Services Services Services Services SERVICES SERVICES SERVICES Services Services Services Services Harg Read More@: tradingfloorai.com/digest/master_…
236
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #AST | #Awards | Ascent Resources PLC announces a special bonus award to certain directors and a senior manager, comprising 784,000 Neometals Limited share options (196,000 each) as a success-based reward following the execution of an Exclusive Access & Use Licence Agreement with Utah Brine Corporation. The bonus, representing 4% of the total Neometals options granted to Ascent, is non-cash, funded from the Neometals package, and does not dilute shareholders. Classified as a related party transaction under AIM Rule 13, it is deemed fair and reasonable by the independent director. Read More@: tradingfloorai.com/digest/master_…
99
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #LONDON MARKET EARLY CALL: FTSE 100 seen up after Trump pause extended | #LSE | ```html * London stocks set to open higher on Friday due to easing Middle East tensions after US-Iran developments. * FTSE 100 futures indicate a 48.8-point (0.5%) rise to 10,020.97, following a 1.3% decline on Thursday. * US President Donald Trump extended a pause on targeting Iranian energy sites, citing "very well" progressing talks. * Brent oil traded lower at USD107.76/barrel, sterling rose to USD1.3343, and gold increased to USD4,466.79/ounce. * UK retail sales data for February expected at 0700 GMT, with consensus forecasting a 0.8% monthly decline and 2.1% yearly increase. * UK consumer confidence weakened in March, with GfK index falling to -21 due to inflation concerns from Middle East conflict. * US markets closed lower on Thursday, with Dow down 1.0%, S&P; 500 down 1.7%, and Nasdaq down 2.4%. * Asian markets mixed: Nikkei down 0.4%, Shanghai Composite up 0.6%, Hang Seng up 0.2%, and S&P;/ASX 200 up 0.7%. * US Secretary of State Marco Rubio emphasized G7 interest in reopening the Strait of Hormuz, blocked by Iran. * FTSE Russell to lower minimum free float requirement for non-UK firms to 10%, effective June 2026 index review. ``` Read More@: tradingfloorai.com
105
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #LONDON MARKET CLOSE: FTSE 100 falls as Iran responds to US proposals | #LSE | ```html * Stock prices in London closed lower on Thursday due to rising oil prices and uncertainty around US-Iran talks. * FTSE 100 fell 1.3% to 9,972.17, FTSE 250 dropped 0.8% to 21,296.07, and AIM all-share declined 1.4% to 719.06. * European equities also fell, with CAC 40 down 1.0% and DAX 40 down 1.5%. * Pound fell to USD1.3338 against the dollar but rose to EUR1.1563 against the euro. * Brent oil rose to USD108.80 per barrel amid Middle East tensions. * OECD warned of darkened economic outlook due to the conflict, predicting UK inflation at 4% in 2026. * Next shares led FTSE 100, up 6.4% on strong earnings report. * 3i Group shares sank 18% on 2026 guidance and US expansion plans for investee Action. * Pollen Street shares rose 8.9% on increased assets under management. * Playtech shares fell 12% on weaker 2025 performance. * Checkit shares surged 26% after launching a formal sale process. * Gold fell to USD4,383.70 per ounce. * Upcoming economic data includes UK retail sales and Spanish CPI on Friday. ``` Read More@: tradingfloorai.com
1
101
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #RMMC | #BuyBack | River UK Micro Cap Limited announces the continuation of its share buyback programme, appointing Singer Capital Markets Securities Limited to manage the purchase of ordinary shares up to £2.0 million. The programme will buy shares at a discount of 8.0% to the most recent NAV per share, with repurchased shares held in treasury for potential cancellation. The initiative operates within the 14.99% general buyback authority approved at the 2026 AGM. The company confirms no inside information is held. Read More@: tradingfloorai.com/digest/master_…
89
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #BRLA | #Offers | BlackRock Latin American Investment Trust plc (BRLA) announces a tender offer to shareholders, following underperformance against the MSCI EM Latin America Index and trading at an average discount to NAV. The offer allows shareholders to tender up to 24.99% of issued share capital at a price reflecting cum-income NAV minus 2% and related costs. A revised discount control mechanism is introduced, offering a 100% tender opportunity if future performance conditions are not met. Shareholder approval is required at the 2026 AGM and a General Meeting on May 29, 2026. The tender offer is conditional on various factors, including continuation votes and compliance with regulations. The Board recommends shareholders vote in favor of the tender offer resolution. Read More@: tradingfloorai.com/digest/master_…
90
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #LONDON MARKET MIDDAY: Shares fall as OECD flags war hit to UK economy | #LSE | ```html * Stock prices in London sharply lower at midday due to concerns over UK's exposure to Iran conflict and reliance on energy imports. * FTSE 100 down 1.3%, FTSE 250 down 1.2%, and AIM all-share down 1.3%. * King's Speech scheduled for May 13 to outline UK government's legislative agenda. * European equities also lower, with CAC 40 down 0.9% and DAX 40 down 1.4%. * Middle East situation remains uncertain with ongoing missile exchanges between Israel and Iran. * Oil prices climbed to USD107.15 per barrel after dipping below USD100 on Wednesday. * UK pound lower against USD but rose against the euro. * OECD forecasts weaker UK economic growth and higher inflation in 2026 due to Middle East conflict. * UK inflation expected to average 4% in 2026, second-highest in G7. * UK GDP growth forecast cut to 0.7% in 2026, second-lowest in G7. * Miners under pressure, with Anglo American and Fresnillo down due to falling gold prices. * Next and Pollen Street standout performers in FTSE 100 and FTSE 250, respectively. * Capita surged 16% after selling its private sector contact centre business. * Checkit jumped 23% after launching a formal sale process. * US stocks called lower, with Dow Jones, S&P; 500, and Nasdaq Composite all down. * German consumer sentiment expected to deteriorate in April due to Iran conflict. * EU Parliament conditionally approves tariff deal with the US. ``` Read More@: tradingfloorai.com
112
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #AI Selection | #LSE | Todays AI selections posted before the bell! Best riser was #RENX: Renalytix AI plc at 12.73% worst loser was #III: 3I Group PLCat -6.70% #RENX #CWR #THG #POLN #MET1 #HSW #AVG #FTC #BPM #CHRT #CCH #VINO #AMGO #TRB #OXB #PTEC #NANO #III Tickers ordered by change follow/subscribe to get morning updates for fresh #AI selections see my early morning posts on the X for further info on each ticker #RENX ▲ 12.73 Reports Renalytix AI plc #CWR ▲ 11.72 Partner Ceres Power Holdings PLC #THG ▲ 6.64 Results THG Holdings PLC #POLN ▲ 6.34 Updates Pollen Street PLC #MET1 ▲ 5.10 Offers Metals One PLC #HSW ▲ 3.00 Results Hostelworld Group PLC #AVG ▲ 2.10 full Avingtrans Plc #FTC ▲ 1.77 NewContract Filtronic #BPM ▲ 1.59 BuyBack B P Marsh and Partners PLC #CHRT ▼ -0.32 NewContract Cohort #CCH ▼ -0.70 Launch Coca Cola HBC AG #VINO ▼ -0.95 Launch Virgin Wines UK PLC #AMGO ▼ -1.67 Agreement Amigo Holdings PLC #TRB ▼ -2.75 Results Tribal Group plc #OXB ▼ -4.46 Results Oxford BioMedica PLC #PTEC ▼ -4.61 Results Playtech Plc #NANO ▼ -6.08 Litigation Nanoco Group plc #III ▼ -6.70 Updates 3I Group PLC Read More@: albertarthurs.com
292
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #Broker | #LSE | BROKER CHANGES: #EVPL #CBG #BP #HSBA #LUCE #DGE #MER #MNG #FSFL #CRDA #PRU #KYGA #BWY #KMR Tickers by ticker,target,percent to target from todays price,broker,take follow/subscribe to get morning updates for fresh #AI selections see my early morning posts on the X for further info on each ticker #BP ▲ 650.0 14.62% goldman sachs raises #BWY ▲ 2425.0 29.68% goldman sachs cuts #CBG ▲ 555.0 44.31% ubs raises #CRDA ▲ 4300.0 51.78% ubs cuts #DGE ▲ 2360.0 71.39% barclays raises #EVPL ▲ 330.0 41.63% barclays cuts #EVPL ▲ 370.0 58.80% berenberg cuts #FSFL ▲ 75.0 22.15% rbc cuts #HSBA ▲ 1675.0 38.27% goldman sachs reinitiates #KMR ▲ 230.0 16.63% berenberg cuts #KYGA ▼ 0.0 -100.00% goldman sachs cuts #LUCE ▲ 225.0 30.06% deutsche bank research raises #MER ▲ 635.0 89.27% jpmorgan cuts #MER ▲ 600.0 78.84% berenberg cuts #MNG ▲ 315.0 12.14% jpmorgan cuts #PRU ▲ 1470.0 34.86% ubs raises #PRU ▲ 1450.0 33.03% jpmorgan cuts Read More@: tradingfloorai.com
69
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #LONDON BROKER RATINGS: UBS raises Close Bros; Goldman reinitiates HSBC | #LSE | ```html * BofA raises BAE Systems price target to 2,445 (2,330) pence - 'buy' * Goldman Sachs raises BP price target to 650 (640) pence - 'buy' * Goldman Sachs reinitiates HSBC with 'buy' - price target 1,675 pence * UBS raises Prudential price target to 1,470 (1,400) pence - 'buy' * JPMorgan cuts M&G; price target to 315 (320) pence - 'neutral' * Goldman Sachs cuts ICG target to 2,860 (3,010) pence - 'buy' * Barclays raises Diageo price target to 2,360 (2,310) pence - 'overweight' * JPMorgan cuts Prudential price target to 1,450 (1,500) pence - 'overweight' * UBS cuts Croda International price target to 4,300 (4,320) pence - 'buy' * Goldman Sachs cuts Bellway price target to 2,425 (2,745) pence - 'neutral' * JPMorgan cuts RS Group price target to 635 (747) pence - 'overweight' * Berenberg cuts RS Group price target to 600 (670) pence - 'hold' * UBS raises Close Brothers to 'buy' - price target 555 pence * Deutsche Bank Research raises S4 Capital price target to 30 (28) pence - 'hold' * RBC raises Ecora Royalties price target to 190 (175) pence - 'outperform' * Berenberg cuts Ecora Royalties price target to 180 (190) pence - 'buy' * Berenberg cuts Kenmare Resources price target to 230 (250) pence - 'hold' * Deutsche Bank Research raises Luceco price target to 225 (220) pence - 'buy' * Goldman Sachs cuts Kerry Group price target to 90 (95) EUR - 'buy' * Berenberg cuts everplay price target to 370 (450) pence - 'buy' * Barclays cuts everplay price target to 330 (425) pence - 'overweight' * RBC cuts Foresight Solar Fund price target to 75 (80) pence - 'sector perform' ``` Read More@: tradingfloorai.com
83
Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #LONDON MARKET OPEN: Shares in Europe fall amid peace talk vagueness | #LSE | ```html * London stock prices opened lower on Thursday, retreating from previous gains as investors monitored Middle East developments and rising oil prices. * FTSE 100 down 0.9%, FTSE 250 down 1.0%, and AIM all-share down 0.8%. * European equities also declined, with CAC 40 down 0.7% and DAX 40 down 1.2%. * US President Donald Trump claimed Iran is "afraid" to admit negotiations with the US, while Iran denies talks. * Oil prices rebounded, with Brent trading at USD105.94 per barrel, boosting energy stocks like BP and Shell. * Pound weakened against USD and EUR; euro and dollar also saw movements. * Next led FTSE 100 gains (up 5.9%) with strong full-year results but flagged geopolitical risks. * Aviva, Segro, and St James's Place declined due to ex-dividend trading; miners weakened on falling gold prices. * Currys dropped 9.9% on CEO Alex Baldock's departure, despite confirming outlook. * Ceres Power topped FTSE 250 (up 7.7%) after partnering with Centrica for fuel cell solutions. * GSTechnologies slumped 28% due to suspension and crypto trading halt. * Asian markets closed lower; US markets ended higher on Wednesday. * US Treasury yields widened; US weekly jobless claims awaited. ``` Read More@: tradingfloorai.com
67