Daily Stock Market Report (Thur 17 April 2025) - CAM, IPX, IOF, RGG, WKP, GFM, KMR, SBRY, RCFX, DNLM, AWE, ROO, N91, EMG, IDHC

Good morning! And welcome to the final report before the Easter break.
1.05pm: wrapping up there, have a great Easter!  Cheers.

Companies Reporting
Name (Mkt Cap)RNSSummaryOur view (Author)BHP (LON:BHP) (£87.9bn)Quarterly Activities ReportRecord copper (1.5kt) and iron ore (192.6 Mt) production. Production guidance for both unchanged.GSK (LON:GSK) (£55.4bn)5-in-1 meningitis vaccine recommended in USRecommended by CDC as part of adolescent schedule. Ready for use in US from Summer 2025.Rentokil Initial (LON:RTO) (£8.4bn)Q1 TUQ1 revenue $1,635m. Organic revenue growth 1.8%J Sainsbury (LON:SBRY) (£5.8bn)Preliminary ResultsFY sales (excl fuel) £26.6bn, up 4.2%, Argos FY sales £4.9bn, down (2.7)%, Fuel FY sales £4.7bn, down (8.9)%. £200m buybackAMBER (Megan)Encouraging signs but the recovery is taking a long time to fully kick into gear. The shares aren’t cheap enough for the growth on offer here, but the dividend (yielding 5.8%) is tempting.South32 (LON:S32) (£5.8bn)March Quarterly ReportNet cash up $299m to +$252m. Cannington guidance lowered 10%, other guidance unchanged.Deliveroo (LON:ROO) (£1.95bn)Q1 TUGross transaction value +9% (made up of 7% growth in the number of orders, and 2%...