UP, UP AND AWAY

Soaring away over the past few months

ROLLS ROYCE: Price atm 924p

Shares in RR are up nearly 60% year-to-date! The growth seems almost irrational yet it’s supported by a string of operational wins and favourable policy decisions. Lately, there seems to have been only good news for the company.

The China Dolls thought they'd come late to the party in relation to this share. However, having bought in March 2024, we are now showing a 15% paper profit

News driving the share price:

The UK’s new aerospace deal with the United States, removing tariffs on a wide range of aircraft parts. for Rolls Royce, which sources and sells across global markets, this represents a meaningful cost saving and increases competitiveness – particularly in its civil aerospace segment.

We are holding for the moment.

COSTAIN: Price atm: 146p

Costain has recently seen positive financial results and secured new contracts. A £10 million share buyback was announced following a surplus in their pension pot. The company's order book has grown, and pre-tax profit increased by almost 20%. They have also won several significant contracts, including a £400m HS2 M&E package and £80m water-quality works. 

The China Dolls had a slow start in the performance of this company. Our average share price is 90p, showing us a paper profit of 35% at the time of writing.

Another HOLD

EASYJET: Price atm 530p

Another slow burner. However with the holiday season in full swing we are eventually showing a paper profit of 8% at the time of writing.

The airline has shown signs of recovery, reporting a 34% increase in profit before tax to £610 million for the year ending September 2024. We are hoping this trend continues throughout 2025. Another HOLD

HALMA: Price atm: 3238p

The China Dolls love Halma! We have added to our holding in Halma over the years and our average share price is 1947p.....showing us a paper profit of 66%

Halma plc is a British global group of safety equipment companies that makes products for hazard detection and life protection based in Amersham, England.

Here is an article showing the purpose and structure of Halma. This is a definite HOLD for us.

• Purpose-driven:

  Halma's core mission is to develop technologies that contribute to a safer, cleaner, and healthier world. 

• Niche Market Focus:

  They specialize in acquiring and growing businesses within niche markets that have long-term growth drivers. 

• Decentralized Structure:

  Each company within the Halma group is managed by its own board, fostering autonomy and agility. 

• Global Presence:

  Halma has a significant global presence, with operations in the UK, Mainland Europe, the USA, and Asia Pacific. 

• Three Key Sectors:

  Halma's companies operate in Safety, Environmental & Analysis, and Medical sectors, addressing critical challenges. 

• Examples of Impact:

  Halma's technologies are used to protect over 300,000 people daily with gas sensor products, support over 15 million surgeries annually, and ensure safety in over 42,000 facilities. 

• Long-term Vision:

  Halma is committed to long-term growth and building sustainable businesses. 

• Strong Values:

  Halma's culture emphasizes innovation, impact, and a purpose-driven approach. 

DIVIDENDS:

Those of you who read our web page regularly, will know how much our Treasurer, Pam S,

LOVES dividends. Recently we received a total of £429 in divis from various companies.

Then, at the end of May we received a £400 dividend from Legal and General, this from a total holding of £6500.

A great boost to our coffers.

DISCUSSION:

WARPAINT: Having initially made a modest profit from this company share, the price has been languishing over the past few months. Our holding was (for us) a substantial £7000+ The decision was made to sell £2000 of our holding @ 455p the price is now sitting at 439p.

PROPERTY FRANCHISE GROUP: This company has performed well for us. Our average share price is 380p, which is now sitting at 550p showing us a paper profit of 45%.

We decided to invest a further £1000 into this company

SURFACE TRANSFORMS: Surface Transforms, the UK-based manufacturer of carbon-ceramic brake discs, has seen its revenue jump 63% to £8.3 million in 2023, compared to £5.1 million in 2022. The company is optimistic about growth between 2024 and 2027, driven by contracts in series production and new business announcements.

This is one of our "turkeys"! Our average purchase price is 46p........the current price is .90 !

Not a great investment. However, we are a democratic club and purchase decisions are based on a majority. Whether a few members had drunk too much wine, I'm not sure, but having seen a surge in the share price recently, the decision was made to invest a further £500 into this company. Well, you never know, stranger things have happened. It was up 1.35% today. PHEW!

DISCLAIMER

The China Dolls is a group of private individuals who meet regularly to discuss investment strategy and make investments based on the collective opinion of the the group.

The China Dolls is not in the business of offering any form of advice on investing or other financial matters.

The content of this blog is not to be considered an inducement to trade as we trade and is offered for illustrative purposes only.

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