AIM Prospector morning thoughts (SGI, GTC, DAY, PLUS)

Wednesday, Aug 13 2014 by
4

Good morning all.

My thoughts on the announcements made by a collection of AIM-quoted companies this morning.

First off, Stanley Gibbons (LON:SGI), the antique stamp retailer, announces a new senior management appointment:
http://www.investegate.co.uk/stanley-gibbons-grp--sgi-/rns/appointment-of-george-bailey/201408130800029545O/
the appointment of George Bailey as Chairman of Dreweatts & Bloomsbury Auctions, the art and antiques auctions subsidiary of The Stanley Gibbons Group plc<

that's not material to shareholders but I do think that Stanley Gibbons (LON:SGI) is one of those companies that AIM investors should know a bit better. The company has pushed through significant sales, profit and dividend increases in the last five years. The dividend has more than doubled since 2006. According to Stockopedia data, the shares trade on a 2014 P/E of 14.3, with the expectations of a 2.6% yield. While that is not cheap, they may be worth keeping on a watchlist should the shares fall in a wider market decline.

Telecom services provider Daisy (LON:DAY) has announced that it has received a 190p per share offer from a consortium that includes its Chief Executive.
http://www.investegate.co.uk/daisy-group-plc--day-/rns/announcement-regarding-preliminary-approach/201408130700109681O/

The offer is close to the share's all-time high so doesn't look particularly 'opportunistic'. Perhaps the board will be able to squeeze out a higher offer but I expect that many shareholders will take this, particularly as the shares were trading at around 140p just a month ago.

Finally, Getech (LON:GTC), the geology-services to the oil-industry outfit, has given a strong steer on final results, which the market has appreciated:
http://www.investegate.co.uk/getech-group-plc--gtc-/rns/pre-close-trading-update/201408130700069608O/

results for the financial year are expected to show revenue of £6.6m, profit before tax of £1.0m, profit after tax of £1.4m and an estimated EPS of 4.6p.

CEO says:
our Globe framework provides a unique opportunity from which we can deliver bespoke client solutions. We have entered the second three-year build period and can now target a wider market by providing Globe in a regional as well as global format. We believe the regional format will appeal to a range of client companies who wouldn't normally buy global scale products, and to additional business units within our existing Globe clients. As a result, we anticipate that these regional products will be a substantial source of income in the coming years.

effectively suggesting that revenues from the company…

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Disclaimer:  

Blackthorn Focus, publishers of AIM Prospector, may have enjoyed past, or seek future, commercial relationships with companies featured.

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The Stanley Gibbons Group plc is engaged in trading in collectibles; dealing in antiques and works of art, auctioneering; the development and operation of collectible Websites, philatelic publishing, mail order, retailing, and the manufacture of philatelic accessories. The Company's segments include Investments, Philatelic, Publishing and Coins & Medals. The Company's Flexible Trading Portfolio (FTP) allows users to invest in rare tangible assets. It allows users to discuss their options and objectives with one of its Investment Portfolio Managers. more »

LSE Price
2.3p
Change
 
Mkt Cap (£m)
9.8
P/E (fwd)
n/a
Yield (fwd)
n/a

Getech Group Plc is a United Kingdom-based company, which provides geological services, reports and data to the petroleum and mining industries to assist in their exploration activities. The Company's segments include Multiclient products and services, Consultancy projects and All other segments. Its Multiclient products and services segment includes Globe, which is its live Geographic Information Systems (GIS) Earth platform; Gravity and magnetics, which offers global databases; Multiclient regional reports, which include reports on various exploration areas, and Multi-Satellite Altimeter Gravity Programme, which is a three-year study covering gravity data for the continental margins of the world. Its Consultancy projects include Consultancy and licensing rounds, under which the Company provides technical support and advice to the Mozambique government, and GIS software and services, under which, the Company, through Exprodat Consulting Limited, offers Exploration Analyst Online. more »

LSE Price
27.5p
Change
-1.8%
Mkt Cap (£m)
10.5
P/E (fwd)
13.7
Yield (fwd)
n/a




  Is LON:SGI fundamentally strong or weak? Find out More »


1 Post on this Thread show/hide all

lightningtiger 15th Aug '14 1 of 1
1

Hi David, PLUS 500 active customers are in fact not down, but up +35% to 67,232. New customers have also increased 33% to 32,673.I trust you can now feel happier in the future concerns of this company.
Cheers from Lightningtiger

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