Oct 23, 2026 · 15 min
Robinson issues third profit warning since August
Morning Movers - Fri 23 Oct 2026
Robinson’s latest warning puts expected profits below forecasts and highlights the risks facing investors in a small packaging company.
- 1Robinson has issued its third profit warning since August, signaling continuing pressure on the small packaging company.
- 2Expected profits have fallen below forecasts, making the update a significant concern for investors.
- 3Paul Scott frames the commentary as personal market analysis rather than financial advice.
Don't miss
Robinson’s third profit warning since August, with expected profits now below forecasts, is the episode’s central market development.
The brief
Paul Scott opens with a brief Friday market update centered on Robinson, a UK packaging company facing its third profit warning since August.
The warning indicates that Robinson’s expected profits are now below forecasts, turning a routine small-cap update into a material concern for investors.
The episode keeps its focus narrow: Robinson’s repeated warnings and the implications of weaker-than-expected profits for those assessing the company.
Scott closes with a reminder that the views expressed are personal and do not constitute financial advice.
What was said on this episode
13 statements · 5 positive · 8 negative
Robinson shares are substantially overvalued at the revised earnings multiple
“that's obviously way too expensive”
Listen at 1:25
Robinson shares should be worth roughly 30p rather than £1.70
“You'd expect the shares to be, what, 30p or something, but they're actually £1.7.”
Listen at 1:27
Robinson’s dividends are likely to be cut
“I would imagine the dividends are likely to be cut at Robinson's.”
Listen at 2:28
Boohoo’s finances and debt position have improved substantially
“So Boohoo's straightened out now in terms of its finances and debt”
Listen at 4:04
Air-freighted small-parcel Chinese retail shipments will stop within two years
“in two years' time is going to be stopped”
Listen at 4:54
Online fashion businesses will continue struggling amid Chinese competition
“I think they're all going to continue struggling.”
Listen at 5:24
Ignoring Chinese competition would be a serious analytical oversight
“I think anyone who ignores Chinese competition here is maybe making an oversight.”
Listen at 6:07
Helical’s high-end London property niche is attractive
“I think this high-end property niche is very, very interesting, actually.”
Listen at 7:47
Helical shares may offer an opportunity below EPRA net tangible asset value
“the share price should be quite close to that i would have thought but it's not it's actually about half one pound 85 so i think there might be an opportunity at helical”
Listen at 8:51
Investors should consider Helical
“Helical looks worthy of consideration, I think.”
Listen at 9:59
Evoke would be financially precarious if the 52p takeover bid fails
“if that 52p bid falls through, the company is in a really precarious financial position”
Listen at 10:54
Evoke’s bid-failure downside risk is too extreme for investment
“The downside risk of the bid failing is too extreme to want to consider.”
Listen at 11:21
Colfax’s share capital is continuously declining through buybacks
“the share capital is just continuously shrinking.”
Listen at 11:56
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
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