Yesterday(20th Nov), Mitie updated the market with its H1 26 results. I thought the results were excellent (organic revenue growth of 6.4%, overall growth of 10.4%), with all levels growing despite increases in costs(NIC) which I suspect over the long term would roll over into pricing as contracts renew. The pipeline seems excellent(bidding pipeline is up 39%) and the Marlow integration is going to plan. I was surprised that the shares sold off, but none the less I’ve added some more again after I watched the investor conference and Q&A. I think the shares have a lot of momentum behind them with solid management. I also think there are a lot of savings from automation and AI that could be achieved in such labour heavy company. It is now a reasonable position in my portfolio, after continuingly adding over the past 2yrs. In addition, the CEO bought some shares in the open market today which in general could be seen as a positive sign. Long term buy