Morning all!
Augean ( Augean (LON:AUG) ) – 92p – £97m – PER 10.6
Trading Update For The 12 Months To End December 2018 – Profit expected to be materially ahead of market expectations.
Still an outstanding HMRC issue so I will remain on the side-lines until that's resolved.
Avon Rubber ( Avon Rubber (LON:AVON) ) – 1474p – £457m – PER 18.4
Interim Results For The 6 Months To End March 2019 – Revenue up 2.1% (CC) with Adjusted PBT down -27%, EPS down -31.6%. The Interim Dividend is up 30% and Net Cash is up from £39.1m to £46.8m. Confident of delivering on FY expectations.
I still see no attraction here at a price above 1000p.
Blancco Technology ( Blancco Technology (LON:BLTG) ) – 122p – £80m – PER 31.3
Trading Update For The 12 Months To End June 2019 – Expects Revenue to be marginally ahead of market expectations and Adjusted Operating Profit to be comfortably ahead.
I need to look into this a little more as there seems to be quite a material difference between Broker forecasts and those on Stockopedia.
GetBusy ( GetBusy (LON:GETB) ) – 29.5p – £14.3m – PER n/a
AGM Trading Update – Q1 in-line, FY unchanged.
I have not much more to say that I did last time here – "Still a share I remain Long in (a really stuipid purchase). Was unable to sell out here at a decent price in an illiquid market, still paying the price (as it was at a better price than today)!".
MPAC ( MPAC (LON:MPAC) ) – 131p – £27m – PER 9.2
Trading Update And Acquisition – Trading this year is in-line with the Order book significantly above last year. Bought Lambert for £15m in Cash, expected to be "materially earnings enhancing" – Expects FY to be in-line.
Becomes a little more interesting – Will keep an eye out for Broker updates here.
ULS Technology ( ULS Technology (LON:ULS) ) – 77p – £50m – PER 11.4
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