I Read The News Today Oh Boy! 11-Jun-2018

Monday, Jun 11 2018 by
14

Morning all!

IG Design ( IG Design (LON:IGR) ) – 436p – £277.3m – PER 18.5

Final Results For The 12 Months To End March 2018 – Revenue up 5% to £327.5m (2017: £311.0m), Underlying PBT up 32% to £21.4m (2017: £16.3m), Gross margin up 0.8 percentage points to 21.4% (2017: 20.6%), Fully diluted earnings per share up 37% at 20.5p (2017: 15.0p) with a FY Dividend of 6.00p, up 33% (2017: 4.50p). And, this reads well “We are delighted to report that 2017/18 has seen our well-diversified business deliver a very successful overall performance, but more importantly, on-going momentum and opportunity for 2018/19 and beyond”.

I hold here and will continue to do so.

XLMedia ( XLMedia (LON:XLM) ) – 171p – £376.8m – PER 14.3

Trading Update For The 12 Months To End December 2017 – Some regulatory impacts and uncertainties as well as some SEO underperformance. Expects lower Revenues and PBT.

I sold out here last month as forecasts were not looking so great, I suspect they may look a little worse now. I remain on the side-lines.

Somero Enterprises Inc ( Somero Enterprises Inc (LON:SOM) ) – 402.5p – £226.6m – PER 16.6

AGM Statement / Trading Update – Trading ahead of the prior year in-line with market expectations.

I hold here and will continue to do so. Although growth is nothing special at present the ROCE and Operating Margins give me assurance.

As always, all comment most welcome!

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IG Design Group plc, formerly International Greetings plc, is engaged in the design, manufacture and distribution of gift packaging and greetings; stationery and creative play products, and design-led giftware. The Company's geographic segments include UK and Asia; Europe; USA, and Australia. The Company sells its products in over 150,000 stores across approximately 80 countries. It also offers a portfolio of licensed and customer bespoke products suitable for sale through multi channel distribution. The Company's products include crackers, pens and pencils, stickers, single cards and gift wrap. The Company offers its products under the brands A Star, B Stationery, Papercraft and Pepperpot. Its subsidiaries include Artwrap Pty Ltd, International Greetings UK Ltd, International Greetings USA, Inc, International Greetings Asia Ltd, The Huizhou Gift International Greetings Company Limited, Hoomark BV, Anchor International BV and Hoomark S.p.z.o.o. more »

LSE Price
613p
Change
-0.7%
Mkt Cap (£m)
479.8
P/E (fwd)
19.0
Yield (fwd)
1.7

Somero Enterprises, Inc. is a manufacturer of laser-guided equipment. The Company's equipment automates the process of spreading and leveling volumes of concrete for commercial flooring and other horizontal surfaces, such as paved parking lots in North America. The Company's products include S-22E, S-15R, S-15M, STS-11M, S-840, S-485, CopperHead XD 3.0, Mini Screed C, PowerRake 3.0, 3-D Profiler and SiteShape. Its Somero Floor Levelness System monitors Laser Screed performance, operator performance and reports alert percentages of issues. The Somero SiteShape System allows for grade shaping automatically using users' motor grader, dozer or other grading machine. The Somero 3-D Profiler System allows automatic paving of contoured sites using a Somero Laser Screed equipment. The CopperHead XD machine encounters applications, such as chaired rebar, low slump and poor subgrades. The Somero eXtreme Platform (SXP) allows users use their Laser Screed equipment. more »

LSE Price
290p
Change
0.4%
Mkt Cap (£m)
163.4
P/E (fwd)
9.6
Yield (fwd)
5.9

XLMedia PLC is the United Kingdom-based online performance marketing company. The Company focuses on paying users from multiple online and mobile channels and directs them to online businesses who, in turn, convert such traffic into paying customers. The Company's segments include Publishing, Media and Partners Network. The Company owns over 2,000 informational Websites in approximately 20 languages. Its Media division acquires online and mobile advertising targeted at online traffic with the objective of directing it to its customers. It buys advertising space on search engines, Websites, mobile and social networks and places advertisement referring users to its customers Websites or to its own Websites. It manages marketing partners, whose role is to direct online traffic to its customers. Its partner program enables affiliates to have a single point of contact for directing traffic. more »

LSE Price
53p
Change
3.9%
Mkt Cap (£m)
110.3
P/E (fwd)
5.2
Yield (fwd)
9.5



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


5 Posts on this Thread show/hide all

MrContrarian 11th Jun '18 1 of 5
4

My morning smallcap tweet:

XLMedia (LON:XLM), K3 Business Technology (LON:KBT), Ranger Direct Lending Fund (LON:RDL), STM (LON:STM)

XLMedia (XLM) warns FY rev only $130m with marginally lower adjusted EBITDA YoY. Blames uncertainty regarding the regulatory status of certain European markets during 2018 and ceasing certain lower margin media buying activities.
K3 (KBT) wins significant contract for bizarrely named "ax l is fashion" software. This brings total value of new "ax l is fashion" orders this FY to c.£1.8m, spread over the next two to three years.
Ranger Direct (RDL) spat with activist holder Oaktree Capital Management
STM Group (STM) STM Independent review of business completed. "The Report identified 32 findings...includes seven highlighted as priority where improvements are required to ensure that the businesses comply with the relevant Gibraltarian legislation and best practice and twenty one other findings with recommendations that will help improve the governance and compliance framework of the business."

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andrea34l 11th Jun '18 2 of 5
2

Keywords Studios (LON:KWS) - another acquistion, this time of Blindlight for a total consideration of up to $10m, from the founder, Lev Chapelsky, initial consideration $3.64m. Blindlight achieved EBITDA of an average of $1m per annum over the three-year period to 31 December 2017.

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Rahope0410 11th Jun '18 3 of 5

XLMedia (LON:XLM)

Think I'll top up on XLM today - fall looks very overdone to me (down 30% at time of writing).

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David Cheong 11th Jun '18 4 of 5

In reply to post #372224

do you think the gambling regulations or GDPR regulations are hitting XLMedia worst?

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Rahope0410 11th Jun '18 5 of 5

To answer that would be guesswork, but to only be marginally down on EBITDA and get hammered by 30% just feels like a buying opportunity. Averaging down doesn't always work, so only time will tell.

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