Thanks for the Journeo link to the presentation Richard. What a very compelling case for investment! Looks like an amazing growth opportunity. I like the management too.
Straight talking seem to know what they are doing.
One very interesting issue with JNEO is the £5.7bn allocated by government to City Regional Sustainable Transport Supplement to Local Authorities to help transform to Net Zero. They have been working with local authorities to help them bid for the cash. That's now starting to come through so JNEO are well placed to pick up the contracts going fwd, could be very interesting imo, that's is a huge amount of cash to hit their market.
That’s a good point. I also liked the pot hole detector. I reckon a pledge to fill in all the pot holes of the uk at the next election would be an outstanding vote winner. Meaning their future add on r and d is also a big potential in conjunction with other agencies. They are expert data collectors .
Your blog is my favourite week-end reading. I like both the general thoughts as well as the specifics about individual stocks.
I've said this a couple of times before, but anyways: thanks for sharing this liberally with interested retail investors. :-)
What I admire above all is you ability to pay up after an initial investment. While personally I'm eager to double down when an adverse price movement doesn't reflect a fundamental change in the business, I remain anchored to the first purchase price as far as upward movements are concerned. Which is a huge psychological fallacy, of course, but... still.
Thanks for the Journeo link to the presentation Richard. What a very compelling case for investment! Looks like an amazing growth opportunity. I like the management too.
Straight talking seem to know what they are doing.
Happy Easter 👍🏼
One very interesting issue with JNEO is the £5.7bn allocated by government to City Regional Sustainable Transport Supplement to Local Authorities to help transform to Net Zero. They have been working with local authorities to help them bid for the cash. That's now starting to come through so JNEO are well placed to pick up the contracts going fwd, could be very interesting imo, that's is a huge amount of cash to hit their market.
Happy Easter to you too.
That’s a good point. I also liked the pot hole detector. I reckon a pledge to fill in all the pot holes of the uk at the next election would be an outstanding vote winner. Meaning their future add on r and d is also a big potential in conjunction with other agencies. They are expert data collectors .
Have a great Easter break Rich. Cheers, Whymps
You too Paul
Your blog is my favourite week-end reading. I like both the general thoughts as well as the specifics about individual stocks.
I've said this a couple of times before, but anyways: thanks for sharing this liberally with interested retail investors. :-)
What I admire above all is you ability to pay up after an initial investment. While personally I'm eager to double down when an adverse price movement doesn't reflect a fundamental change in the business, I remain anchored to the first purchase price as far as upward movements are concerned. Which is a huge psychological fallacy, of course, but... still.
Thank you Simon, glad you enjoy the Review and other suff I write
Happy Easter to you too - Wonder about the process of how you're going to decide which egg to eat first 😋
It will be any white chocolate or blonde chocolate one :-)