James Cropper (#CRPR) – noting H1 revenue growth and cost management, expects FY ahead of expectations

James Cropper (#CRPR) – trading “in line with market expectations… Paper & Packaging… particularly strong… Advanced Materials… broadly in line with the same period in the prior year”

James Cropper (#CRPR) – FY return to profit, this year “strong start in the first quarter underpinning the board’s expectations”

James Cropper – “pleased to announce the completion of a refinancing”, how ‘pleasing’ is it?…

Materials and paper products company James Cropper (CRPR) “is pleased to announce the completion of a refinancing of its debt facilities” and what of the shares currently up from 350p to 380p in response?

James Cropper (#CRPR) – completion of a refinancing of debt facilities

James Cropper plc – how “positive” is its argued “trading momentum”?…

‘Advanced materials and paper & packaging’ company James Cropper plc (CRPR) has issued a trading update including “adjusted EBITDA of £8.8m, approximately 10% ahead of market expectations and more than 30% ahead of the prior year… Trading momentum into the new financial year has been positive… the group is actively managing its position through hedging, pricing actions and procurement discipline”. What about a current approaching 27% higher share price response to 355p?

James Cropper (#CRPR) – notes “positive trading” and “actively managing its position through hedging, pricing actions and procurement discipline”

James Cropper (#CRPR) – H1 return to profit, states “starting to see benefit from the execution of our revised strategic plan”

James Cropper (#CRPR) – 18 weeks performance “slightly ahead of expectations in both divisions”

James Cropper (#CRPR) – FY notes adj. profit improvement but reported increased loss, expects improvement this year

James Cropper plc – “unexpected” customer loss, how “significant” is its likely growth now?

‘Advanced Materials and Paper & Packaging’ company James Cropper plc (CRPR) has issued a “Trading and Paper & Packaging Customer Update” including that it “is confident that the group will deliver significant growth in Adjusted EBITDA profitability”. So what about a share price, already down from 800p in early 2024 and above 300p last month, currently a further few percent further lower at 215p?

James Cropper (#CRPR) – argues still confident of “significant” financial improvement this year, but “unexpected” ‘certain coloured paper ranges’ customer loss

James Cropper (#CRPR) – argues a “revised strategy”, focusing on improvement and value creation in Advanced Materials and Paper & Packaging

James Cropper – I having previously questioned it “repositioned for growth”, a half-year results profit (lack of) warning…

Most recently writing on ‘advanced materials’ and paper & packaging company James Cropper (CRPR), last month with the shares up to 220p I concluded there is clear recovery potential from this valuation but I remained cautious on trading recovery currently and, ahead of upcoming half-year results detail, continued to avoid. What of now the results for its half-year ended 30th September 2024?

James Cropper – CEO “to retire from the company” and replacement appointment, “repositioned for growth”?

‘Advanced materials’ and paper & packaging company James Cropper (CRPR) has announced “Steve Adams has notified the board of his intention to retire from the company, stepping down as Chief Executive Officer and from the board, in early 2025”, though also it “is pleased to announce that David Stirling has been appointed to succeed Steve Adams… will join the business as Chief Executive Officer Designate in January 2025”. So what of the news overall, with the shares currently up, at 220p, in response but comparing to a start of the month 280p and start of 2024 above 700p?

James Cropper (#CRPR) – CEO Steve Adams has notified of intention to retire “in early 2025”, David Stirling appointed to succeed

James Cropper – argues “a positive start… in line with the board's expectations”, but how ‘positive’ is that?…

‘Advanced Materials and Paper & Packaging’ company James Cropper (CRPR) has issued an “AGM Trading Update” including CEO Steve Adams emphasising “a positive start to the financial year… with revenue run-rates and profitability improving against the performance seen during difficult market conditions in the second half of FY24… in line with the board’s expectations”. How does it compare to a current £24.4 million market capitalisation?

James Cropper (#CRPR) – trading “in line with the board's expectations, albeit behind the performance seen over the same period last year”

James Cropper – “Agreement of Bank Covenant Amendments”, but how confident to be in “a return to growth”?

Paper, packaging and “advanced materials” company James Cropper (CRPR) has issued an “Agreement of Bank Covenant Amendments” announcement including that this is “for the period up to and including 31 December 2024”. What of a current approaching 13% higher share price response to 355p?

James Cropper – “profitability expected to be slightly ahead of expectations” but omits that expectations were massively lowered in January!

‘Advanced materials and paper & packaging’ company James Cropper (CRPR) has issued a trading update headlined “profitability expected to be slightly ahead of expectations” and also including that it is “confident that the growth prospects of the group, as a whole, remain significant in the coming years”. So what of a currently up to 340p share price still significantly down from 800p early this year?