Inclusive Investor Relations, Equity Development

Equity Development

Inclusive Investor Relations

We help companies communicate with all investors. We help all investors better understand those businesses.

Equity Bottom-Up

<ul><li>The new ProService Agreement is the dominant feature of year-to-date performance, driving an uplift in revenue and profitability despite subdued market conditions.</li><li>Velocity implementation continues, moving from enabling to growth phases.</li><li>While higher interest costs reduce FY26 estimates, the ProService deal materially enhances expected earnings thereafter, and we have raised our fair value to 61p per share to reflect this.</li></ul>

The new ProService Agreement is the dominant feature of year-to-date performance, driving an uplift in revenue and profitability despite subdued market conditions.Velocity implementation continues, moving from enabling to growth phases.While higher interest costs reduce FY26 estimates, the ProService deal materially enhances expected earnings thereafter, and we have raised our fair value to 61p per share to reflect this.

Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
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Thematic (Sector/Industry)

<ul><li>Welcome back to Monday Delights!</li><li>This is your Monday morning dose of inspiration. Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.</li><li>The ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.</li></ul>

Welcome back to Monday Delights!This is your Monday morning dose of inspiration. Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.The ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.

United Kingdom

Speedy Hire Plc, is a service provider offering equipment for both hire and sale, and associated services to construction, infrastructure, industrial and related industries. The Company provides these services to customers who operate both in the UK and overseas.

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Speedy Hire Plc (SDY LN)

Speedy Hire - Opportunity knocks

The new ProService Agreement is the dominant feature of year-to-date performance, driving an uplift in revenue and profitability despite subdued...

Equity Development

Monday Delight: 27/01/25

Welcome back to Monday Delights! This is your Monday morning dose of inspiration. Each week, I’ll share five intriguing investment ideas that...

Contrarian Cashflows

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