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>Vp’s trading update this morning prompts a reset of earnings expectations to reflect current market headwinds.</li><li>Q4 trading has been impacted by a muted January ‘return to work’ with activity in construction and water highlighted as being particularly challenging.</li><li> Good progress is being made withthe transformation of Brandon Hire Station and we expect an increase in water revenue during FY27, given significant spending committed under AMP8.</li></ul>

Vp’s trading update this morning prompts a reset of earnings expectations to reflect current market headwinds.Q4 trading has been impacted by a muted January ‘return to work’ with activity in construction and water highlighted as being particularly challenging. Good progress is being made withthe transformation of Brandon Hire Station and we expect an increase in water revenue during FY27, given significant spending committed under AMP8.

Vp plc - earnings reset reflects market headwinds

<ul><li>Vp’s interims confirm a solid performance, highlighting the strength of the Groups’ diversified business model.</li><li>Strong demand in International (specialist activities in Ireland, Transmission in Germany) continues to offset persistent weakness in General Construction in the UK.</li><li>Decisive action has been taken to reposition Brandon Hire Station for sustainable profitability, supporting the Group’s strategic and B2B customers.</li></ul>

Vp’s interims confirm a solid performance, highlighting the strength of the Groups’ diversified business model.Strong demand in International (specialist activities in Ireland, Transmission in Germany) continues to offset persistent weakness in General Construction in the UK.Decisive action has been taken to reposition Brandon Hire Station for sustainable profitability, supporting the Group’s strategic and B2B customers.

Vp plc - Brandon Hire Station repositioned for profitability

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.
Contrarian Cashflows is built around the principles of respect, honesty, open-mindedness and a touch of humour. Please consider these principles in any engagement interaction with me, other readers and the content on this blog. Misbehaviour is not tolerated.
If you want to reach out to me directly, the best way is via LinkedIn, Twitter or email. You can find the details at my homepage contrariancashflows.com

Thematic (Sector/Industry)

<ul><li>Each week, I’ll share five intriguing investment ideas that recently caught my attention.</li><li>These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.</li><li>Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.</li></ul>

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.Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.

<ul><li>Vp has delivered a resilient H1 performance against a backdrop of ongoing market challenges.</li><li>Full year expectations are reiterated, with improving prospects for Rail and Water in particular.</li><li> The Brandon Hire Station recovery plan is on course to complete by the end of the year, and the search is underway for Anna Bielby’s successor as CEO, who will inherit a business in strong shape.</li></ul>

Vp has delivered a resilient H1 performance against a backdrop of ongoing market challenges.Full year expectations are reiterated, with improving prospects for Rail and Water in particular. The Brandon Hire Station recovery plan is on course to complete by the end of the year, and the search is underway for Anna Bielby’s successor as CEO, who will inherit a business in strong shape.

Vp PLC - Solid H1 performance, confident outlook

United Kingdom

Vp is a specialist equipment rental business that provides equipment and associated services. The company offers a diverse range of products, including telescopic handlers, tools, specialist products, excavation support systems, portable roadways, and test and measurement equipment. Vp is headquartered in Harrogate, United Kingdom, and was founded in 1954.

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Vp (VP/ LN)

Vp plc - earnings reset reflects market headwinds

Vp’s trading update this morning prompts a reset of earnings expectations to reflect current market headwinds. Q4 trading has been impacted by a...

Equity Development

Vp plc - Brandon Hire Station repositioned for profitability

Vp’s interims confirm a solid performance, highlighting the strength of the Groups’ diversified business model. Strong demand in International...

Equity Development

Monday Delight: 28/04/25

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help...

Contrarian Cashflows

Vp PLC - Solid H1 performance, confident outlook

Vp has delivered a resilient H1 performance against a backdrop of ongoing market challenges. Full year expectations are reiterated, with improving...

Equity Development

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