I Read The News Today Oh Boy! 10-Dec-2018

Monday, Dec 10 2018 by
21

Morning all!

Hollywood Bowl ( Hollywood Bowl (LON:BOWL) ) – 183.5p – £275.3m – PER 13.7

Final Results For The 12 Months To End September 2018 – Revenue up 5.8% to £120.5m, PBT up 13.4% to 23.9m, EPS up 2.9% to 12.52p, Net Debt is down from £8.1m to £2.5m, Total Dividend is up 16.6% (Special Dividend of 4.33p (3.33p last time)).

Impressive enough but I still prefer Ten Entertainment (TEG), where I am currently Long.

Nexus Infrastructure ( Nexus Infrastructure (LON:NEXS) ) – 181p – £69.0m – PER 8.79

Results For The 12 Months To End September 2018 – In-line with a strong Order book (up 43%). Revenue flat, PBT up 24.8%, Net Cash up 7% (£20m), Basic EPS up 24% and the Dividend is up 4.8%.

This looks like a beat on estimates to me. A decent amount of Cash here and a decent yield, I will be checking for updated Broker forecasts here. Could be tempted to buy back in – I exited previously due to a bit of a profit warning (so that’s still at the back of my mind).

Photo-Me International ( Photo-Me International (LON:PHTM) ) – 106.2p – £401.2m – PER 10.8

Interim Results For The 6 Months To End October 2018 – Revenue down -1.7%, Adjusted PBT down -7.6%, Adjusted EPS down -3%, the Interim Dividend is the same as last year. Still highly cash generative and expects to meet previously stated 2019 FY guidance.

Nice yield, probably warrants a slightly higher valuation than this. I will wait to see how the FY looks.

Thruvision ( Thruvision (LON:THRU) ) – 26.9p – £39.1m – PER n/a

Interim Results For The 6 Months To End September 2018 – Revenue up from £0.3m to £3.2m, Loss reduced to -£0.8m (from -£1.7m last time). 60 units shipped versus 3 units last time – Has £12.6m in Cash (up from £11.7m). Trading in-line with management’s expectations.

A loss maker that is still currently on my Tech Screen – Will keep an eye out for updates on profitabiliy.

Van Elle Holdings ( Van Elle Holdings (LON:VANL) ) – 80.5p – £64.4m – PER 6.7

Trading Update For The 6 Months To End October 2018 – Turnover £43m (£52.6m last time (a strong comparative period), PBT £2.8m (£5.4m last time), H2 ahead 16% versus last year and H2 weighting expected.

Don’t like the look of this much at present.

As always, all comment most welcome!


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Hollywood Bowl Group plc is a bowling entertainment operator in the United Kingdom. The Company is engaged in the operation of ten-pin bowling centers, as well as the development of new centers and other associated activities. It has a portfolio of approximately 50 centers operating across the United Kingdom. The Company's centers are located in multi-use leisure parks, and each center offers approximately 20 bowling lanes, on-site dining, licensed bars and family games arcades. Its brands include Hollywood Bowl, Bowlplex and AMF Bowling. Its Hollywood Bowl brand has over 30 centers situated in prime locations at leisure parks. Its Bowlplex brand has approximately 10 centers in prime locations at leisure parks. Its AMF Bowling has over 10 centers in non-prime locations. The Company's family-focused arcades offer games, such as air hockey and basketball hoops, games with prizes and video games. The Company's licensed bars offer a range of soft and alcoholic drinks. more »

LSE Price
219p
Change
-0.9%
Mkt Cap (£m)
331.5
P/E (fwd)
15.7
Yield (fwd)
3.5

Nexus Infrastructure PLC is engaged in providing infrastructure services to the United Kingdom housebuilding and commercial sectors. The Company’s business segment includes Tamdown and TriConnex. Tamdown provides a range of specialized infrastructure and engineering services to the United Kingdom housebuilding and commercial sectors. Services include carrying out earthworks, remedial work, building highways, substructures and basements, creating drainage systems as well as constructing reinforced concrete frames. Its operations are focused on the South East of England and London. TriConnex designs, installs and connects gas, electricity and water networks and fiber connections on new residential and commercial developments. Its area of operation include the South East and South West of England. TriConnex designs, installs and connects the utility network from the main grid to the point of connection on the development site. It also provides a turnkey service from concept to connection. more »

LSE Price
208p
Change
0.5%
Mkt Cap (£m)
78.9
P/E (fwd)
8.9
Yield (fwd)
3.8

Photo-Me International plc is engaged in the operation of sale and servicing of a range of instant-service equipment. The Company operates coin-operated automatic photobooths for identification and fun purposes, and a range of vending equipment, including digital photo kiosks, amusement machines, business service equipment and laundry machines. The Company reports its segments on a geographical basis, such as Asia; Continental Europe, and United Kingdom and Ireland. Its products include digital prints, photobooks, posters and collage posters, calendars and photo-cards. It offers children's rides, such as carousels, generic rides, character licensed rides, simulators and interactive rides. It operates approximately 27,000 photobooths, over 6,000 children's rides and approximately 4,700 digital kiosks in areas, such as shopping centers, supermarkets and rail stations. Its subsidiaries include Fowler UK.Com Limited, Prontophot Austria G.m.b.H. and Photomatico (Singapore) Pte Limited. more »

LSE Price
90p
Change
 
Mkt Cap (£m)
340
P/E (fwd)
9.0
Yield (fwd)
9.6



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


3 Posts on this Thread show/hide all

andrea34l 10th Dec '18 1 of 3
5

Kromek (LON:KMK) - announces that it has been awarded its first contract for biological-threat detection by the Defense Advanced Research Projects Agency ("DARPA"), an agency of the US Department of Defense, worth an initial $1.99m with potential multi-year extension if it progresses to deployment stage.

Spectra Systems (LON:SPSY) - sees FY significantly above expectations due to an unexpected order of phosphors. Maybe I shouldn't have sold at around this level after the last positive update, but things are a bit lumpy with their trading.

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Howard Adams 10th Dec '18 2 of 3
3

Hi

For anyone interested in Photo-Me International (LON:PHTM) (I do not hold) with regard to there RNS today.

https://www.investegate.co.uk/...

The Downing Monthly Income Fund included Photo-Me International (LON:PHTM) in their Mello presentation.
https://www.piworld.co.uk/2018...

The presenter highlighted that although Photo-Me International (LON:PHTM) had suffered a setback in a recent Japanese rollout, which they were writing off (£3m I think). Another roll out into Laundries was going well and is proving to be cash generative. They summarised Photo-Me International (LON:PHTM) on this slide (see about 11:19 mins in).

5c0e5a7c8f51fPHTM_from_Mello_101218.JPG


I found the video useful for thoughts on small caps in general and for insights into other stocks also covered Duke Royalty (LON:DUKE) (I hold),  AdEPT Technology (LON:ADT), Maintel Holdings (LON:MAI) & Lok'n Store (LON:LOK) (I do not hold any of these three).

Regards

Howard

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Johnny2509 10th Dec '18 3 of 3
1

Great set of figures from Hollywood Bowl (LON:BOWL). 

I particularly like the Chairman’s positive view on future growth, which is good to see in these uncertain times. After a exceptionally warm summer, the figures look even more encouraging . As a long term holder, I may add a few more in the coming days.

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