Morning all!
CML Microsystems ( CML Microsystems (LON:CML) ) – 277p – £47m – PER 15.2
Results For The 12 Months To End March 2019 – Everything down except the Total Dividend which is the same as last year.
No more interested here today than I was yesterday.
IG Design ( IG Design (LON:IGR) ) – 604p – £473m – PER 19.1
Results For The 12 Months To End March 2019 – Revenue up 37% (from £327.5m to £448.4m), Adjusted PBT up 39% (from £21.8m to £30.3m) with EPS up 33% from 22.1p to 29.3p. The Total Dividend is up 42% from 6p to 8.5p. Note, Fully Diluted EPS down from 20.5p to 16p (mainly exceptional acquisiton costs).
I sold out here not so long ago believing 500p or so to be fair value, looks like I may have been wrong on that!
Iomart ( iomart (LON:IOM) ) – 350p – £380m – PER 16.9
Results For The 12 Months To End March 2019 – Revenue up 6% (to £103.7m), Adjusted PBT up 6%, EPS 4%. The Total Dividend is up 4%.
I still don't see any value here at present.
Motorpoint Group ( Motorpoint (LON:MOTR) ) – 211p – £201m – PER 11.2
Results For The 12 Months To End March 2019 – Revenue up 6.8% to £1,058.7m, PBT up 10% and EPS up 11.3% (18.7p), Total Dividend up from 6.6p to 7.5p.
Still tempting enough but still sector concerns keep me away – Still expecting blood on the streets in the sector before I become a buyer.
MPAC ( MPAC (LON:MPAC) ) – 162p – £33m – PER 7.4
Pension Scheme Update – Deficit reduced from £69.m to £35.2m, expects to be eliminated in 2024 instead of 2029.
This is quite interesting and will keep an eye out for Broker updates here.
Oxford Metrics ( Oxford Metrics (LON:OMG) ) – 98p – £123m – PER 21.5
Interim Results For The 6 Months To End March 2019 – Revenue up 12.6%,…
