Letters by company

Watkin Jones PLC

1 letter discussing WJG. Everything written about it on this site is on its ticker page.

Gresham House Strategic Equity Capital Strategic Equity Capital plc Factsheet commentary – Q3 2026 Strategic Equity Capital added Mpac and Hostelworld, and increased Brooks Macdonald and Ten Lifestyle, citing debt reduction, scalable advisory revenues, platform monetisation and margin potential. The portfolio expects UK valuation dislocation and takeover activity to persist, while favouring low-leverage companies with recurring revenue, defensible market positions and cash generation. Q3 2026 DIUXF $231MEVPL $788MTRB $287M