EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Vistry (VTY LN) UK

Consumer Discretionary

Alumbra Research

Another successful short idea from Alumbra - VTY’s share price is down c.50% from its Jul 24 peak after management announced additional charges for cost overruns on 8th Nov following the company’s initial profit warning on 8th Oct. In Alumbra’s May report, they raised concern that a significant increase in VTY’s unbilled project receivables and WIP was likely indicative of significant cost overruns on ongoing development projects that would negatively impact margins in upcoming periods. In their 24th Oct report, they cautioned that based on the size of the increases in VTY’s unbilled receivables and WIP in 1H24, the company may still have to recognise significant additional charges for cost overruns in upcoming periods.

Edition: 199

- 15 November, 2024


Morgan Sindall (MGNS LN) UK

Consumer Discretionary

Forensic Alpha

The market still does not grasp the full extent of the turnaround currently underway - hidden value in the Partnership Housing division has been overlooked due to historical problems. This has led to a dramatic underperformance vs. Countryside and Vistry. However, deep-seated actions taken by management have now taken root which will result in an extended period of rapid growth and expanding margins. While its construction business provides a stable cash cow, Partnership Housing will become the most profitable division in the group by FY25. TP £38.00 (60% upside).

Edition: 124

- 26 November, 2021