Market's view on Jtc Plc

Published on April 2024

  • A stock watcher is very pleased with their recent investment decision made on 19th March.
  • Positive results were reported today, although earnings per share fell due to non-underlying items.
  • A discussion about a former frequent poster, Cod, speculates whether life circumstances or other factors like COVID-19 have caused his absence.
  • Another report mentioned that results looked reasonable today.
  • Discussion highlights multiple positive aspects of JTC’s position, noting a combination of trading updates, acquisitions, and a low-risk profile with expected growth. It’s suggested to review JTC’s 25th July trading update for further insights.
  • JTC plc reported strong FY results with significant revenue and profit growth, though the valuation metrics and share price momentum might warrant caution.
  • Discussion on whether a previous frequent poster, JTCod, is still active.
  • Mention of Mount Teide starting a similar discussion thread, characterized by a mix of nostalgic and critical commentary.
  • JTC plc’s strong FY performance noted with healthy revenue growth and a robust M&A pipeline, though valuation remains a concern.
  • Commentary on the geopolitical impact of the Ukraine invasion, criticizing European and UK leadership responses, and discussing the repercussions of sanctioning or not sanctioning influential figures like Abramovich.
  • Discussion about JTC’s US acquisition and fundraising efforts seen as positive, with specific reference to an earlier takeover scenario involving Sanne and CINVEN.
  • An unusual trading volume spike mentioned with curiosity about potential reasons behind it, suggesting an undisclosed significant development.
  • An analysis of geopolitical strategies involving Belarus, Russia, and the Baltic states outlines potential military and political maneuvers impacting Europe.
  • Chill Brands Group highlighted for its rapid revenue growth in the USA, with expectations of further growth following UK and European market expansions.
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