Morning all!
Amiad Water Systems ( £AFS ) – 268p – £61m – PER 17.5
Interim Results For The 6 Months To End June 2019 – Expect FY to be broadly in-line with market expectations.
The PEG here is less than 0.5 but at present it’s still not enough to attract me.
Anpario ( £ANP ) – 330p – £77m – PER 17.5
Interim Results For The 6 Months To End June 2019 – Expect FY to be in-line.
I still see no value here at all at present.
Epwin ( £EPWN ) – 75p – £108m – PER 7.4
Interim Results For The 6 Months To End June 2019 – FY to be in-line.
Looks cheap but it’s a low margin business subject to contract losses/delays – Tempting but not for me.
As always, all comment most welcome!
