Investment Firms
| 30-Sep-25 | 30-Sep-24 | 31-Dec-23 | 31-Dec-22 | 31-Dec-21 | Total Dividend | 4.00p | 4.00p | 9.50p | 8.00p | n/a |
|---|
| £ (Millions) | £ (Millions) | £ (Millions) | £ (Millions) | £ (Millions) | |
| Income Statement | 30-Sep-25 | 30-Sep-24 | 31-Dec-23 | 31-Dec-22 | 31-Dec-21 |
| Turnover | 4.11 | 1.59 | 2.66 | 2.59 | 1.71 |
| Operating Profit/(Loss) | 2.55 | 0.63 | 1.57 | 1.46 | 0.73 |
| Net Interest | n/a | n/a | n/a | n/a | n/a |
| Profit Before Tax | 2.55 | 0.63 | 1.57 | 1.46 | 0.68 |
| Profit After Tax | n/a | n/a | 1.22 | 1.46 | n/a |
| Total Dividend Paid | 2.02 | 0.45 | n/a | n/a | n/a |
| Retained Profit/(Loss) for the Financial Year | n/a | n/a | 1.22 | 1.46 | n/a |
| Earnings per Share - Basic | 79.00p | 31.97p | 0.73p | 1.03p | 0.54p |
| Earnings per Share - Diluted | 79.00p | 31.97p | 0.73p | 1.03p | 0.54p |
| Earnings per Share - Adjusted | 79.00p | 31.97p | 0.73p | 1.03p | 0.54p |
| Dividend per Share | 4.00p | 5.33p | 9.50p | 8.00p | 9.00p |
| £ (Millions) | £ (Millions) | £ (Millions) | £ (Millions) | £ (Millions) | |
| Balance Sheet | 30-Sep-25 | 30-Sep-24 | 31-Dec-23 | 31-Dec-22 | 31-Dec-21 |
| Fixed Assets | |||||
| Intangible Assets | n/a | n/a | n/a | n/a | n/a |
| Tangible Assets | n/a | n/a | n/a | n/a | n/a |
| Fixed Investments | 119.23 | 113.28 | 64.14 | 54.69 | 79.81 |
| 119.23 | 113.28 | 64.14 | 54.69 | 79.81 | |
| Current Assets | |||||
| Stocks | n/a | n/a | n/a | n/a | n/a |
| Debtors | 0.36 | 0.26 | 0.17 | 0.21 | 0.43 |
| Cash at Bank & in Hand | 58.99 | 30.25 | 0.85 | 45.36 | 8.60 |
| Other Current Assets | n/a | 1.01 | n/a | 0.36 | n/a |
| Other Assets | n/a | n/a | 31.14 | n/a | 24.36 |
| Total Assets | 178.57 | 144.80 | 96.31 | 100.62 | 113.21 |
| Liabilities | |||||
| Creditors: Amount Due Within 1 Year | 0.88 | 0.48 | 0.31 | 0.30 | 0.25 |
| Net Current Assets | 58.46 | 31.03 | 31.85 | 45.63 | 33.15 |
| Creditors: Amount Due Over 1 Year | n/a | n/a | n/a | n/a | n/a |
| Provisions for Liabilities & Charges | n/a | n/a | n/a | n/a | n/a |
| Other Liabilities | n/a | n/a | n/a | n/a | n/a |
| Total Liabilities | 0.88 | 0.48 | 0.31 | 0.30 | 0.25 |
| Net Assets | 177.69 | 144.32 | 95.99 | 100.32 | 112.96 |
| Capital & Reserves | |||||
| Called Up Share Capital | 3.27 | 2.64 | 1.64 | 1.57 | 1.25 |
| Share Premium Account | n/a | 56.48 | n/a | 37.47 | 14.40 |
| Other Reserves | 173.08 | 83.35 | 92.14 | 59.03 | 94.79 |
| Profit & Loss Account | 1.33 | 1.85 | 2.21 | 2.25 | 2.52 |
| Shareholders Funds | 177.69 | 144.32 | 95.99 | 100.32 | 112.96 |
| Minority Interests | n/a | n/a | n/a | n/a | n/a |
| Capital Employed | 177.69 | 144.32 | 95.99 | 100.32 | 112.96 |
| Cash Flow | 30-Sep-25 | 30-Sep-24 | 31-Dec-23 | 31-Dec-22 | 31-Dec-21 |
| Net Cash Flow From Operating Activities | (4.47) | 2.25 | (2.65) | (2.80) | (0.94) |
| Returns On Investment & Servicing of Finance | n/a | n/a | n/a | n/a | n/a |
| Taxation Paid | n/a | n/a | n/a | n/a | n/a |
| Capital Expenditure | 3.61 | (0.06) | (0.41) | 9.41 | 7.70 |
| Acquisitions & Disposals | n/a | n/a | n/a | n/a | n/a |
| Equity Dividends Paid | n/a | n/a | (15.80) | (15.99) | n/a |
| Management of Liquid Resources | n/a | n/a | n/a | n/a | n/a |
| Financing | 29.59 | 1.58 | 5.12 | 22.13 | (7.28) |
| Net Increase/Decrease In Cash | 28.74 | 3.76 | (13.73) | 12.75 | (0.52) |
| Ratios | 30-Sep-25 | 30-Sep-24 | 31-Dec-23 | 31-Dec-22 | 31-Dec-21 |
| PE Ratio | 0.6 | 1.7 | 75.3 | 59.2 | 140.7 |
| PEG | 0.0 | 0.0 | n/a | 0.7 | n/a |
| EPS Growth | 147% | 4,280% | -29% | 91% | -80% |
| Dividend Yield | 8.1% | 10.0% | 17.3% | 13.1% | 11.8% |
| Dividend Cover | 19.75 | 6.00 | 0.08 | 0.13 | 0.06 |
| Dividend per Share Growth | (24.93%) | (43.91%) | 18.75% | (11.11%) | (18.18%) |
| Operating Cashflow Per Share | (1.21p) | 0.81p | (0.72p) | (0.76p) | (0.25p) |
| Pre-tax Profit per Share | 0.69p | 0.23p | 0.42p | 0.39p | 0.18p |
| Cash Increase / Decrease per Share | 7.76p | 1.35p | (3.71p) | 3.45p | (0.14p) |
| Turnover per Share | 1.11p | 0.57p | 0.72p | 0.70p | 0.46p |
| Net Asset Value per Share | 48.01p | 38.99p | 25.94p | 27.11p | 30.52p |
| Operating Margin | 62.05% | 39.76% | 59.00% | 56.27% | 42.64% |
| ROCE | n/a | n/a | n/a | n/a | n/a |
| Net Gearing | n/a | n/a | n/a | n/a | n/a |
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