UK 23:29 Sunday, 4 October 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
I am not surprised that one survey this morning observed that “food price inflation fell for the fifth month in a row to 9.9% from 11.5%...down for the first time in more than two years in month-on-month terms”. Anyone who has visited a supermarket, or purchased online, can see this trend across all the players from the Germans to Waitrose (and everyone else in between). I look forward to hearing the comments from Tesco (TSCO) about all of this tomorrow, but are such trends (within a general cost of living crisis) good or bad for names such as Greggs (GRG)?
What is going to happen next at Wood Group (WG.)? I read this morning that bidder “Apollo submitted a fourth proposal for a cash offer...at 237p per share”. And what has the company’s board concluded?; “this Latest Proposal continues to undervalue the Group and is therefore minded to reject”, but it will “continue to engage...on a limited basis, with Apollo". All heating up there! My thought (hope) has always been for a return to a 250p share price and I keep on holding akin to my comments a couple of weeks ago here. It's all interesting stuff, but let’s also talk about today’s numbers from Greggs (GRG).
Hello Share Turners. There are even fewer companies I would recommend in these dark days for shares. But one which should weather the storm and even grow faster is widely favourite baker Greggs (GRG).
Back in early August I observed that a dump below a twenty quid share price would be quite interesting for anyone interested in buying shares in Greggs plc (GRG). And, with the fall in the company’s share price over the last two or three weeks, we now might be at an interesting moment.
Back in May I observed that I would much rather eat a “hotly-debated Vegan Sausage Roll” than buy shares in Greggs (GRG). I also said back then that the combination of a sub 20 quid share price AND the company’s first-half numbers on 2nd August would also be an interesting combination. We had the former occur over much of July, but the shares have pushed back to over a 2100p share price with the numbers published today.
Hello Share Tweakers. We’ve all noticed shops closing in our town centres. The new businesses springing up seem mostly to be in the catering trade. Coffee shops and cafes are the main invaders, restaurants are not. Many posher eating places never recovered from lockdowns and stay shut and one high street catering venture that appeals to me in these difficult days is Greggs (GRG).
Some good news and some less good news for easyJet (EZJ) today. Call me radical but I have booked an easyJet flight for later this year, which is a tiny bit of positive news for its finance team. The less good financial news is that the company is going to have to “offer new and existing cabin crew a £1,000 bonus at the end of the summer holiday season, as airlines battle to retain and recruit staff”. Frankly though, a bit like any company, if it doesn’t have happy and motivated staff it will ultimately struggle. I remain a fan despite a lower share price this morning. And what about Greggs (GRG), which published a trading update this morning? After all a couple of months ago I asked the question “At what share price will I want more than just a vegan sausage roll from Greggs?”...
I am sure many people have almost given up on picking stocks and related investment efforts but - as I noted here on Sunday - if you are not being greedy about looking for investment opportunities when the global markets are fearful, then let an investment company mention your pension and go to bed. As for individual stocks though, there are plenty of interesting things happening today...
