I Read The News Today Oh Boy! 11-Sep-2019

Wednesday, Sep 11 2019 by
9

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!

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Amiad Water Systems Ltd. is a United Kingdom-based a producer and global supplier of water filters and filtration systems. The Company offers products for the industrial market, which includes traditional industry, municipal, ballast water and oil and gas markets, and the irrigation market. The Company offers automatic self-cleaning water filters and bespoke solutions to a range of applications in a number of industries in the irrigation market. Its core segments include Irrigation, Industrial, Municipal, Oil & Gas and Ballast Water. Its offerings for irrigation sector include automation filters, semiautomatic filters, manual filters and fertigation injectors. It develops, manufactures and distributes water treatment and filtration solutions for potable water and wastewaters. It provides water filtration products and systems as integrated components or as complete filtration solutions for water treatment, potable water and wastewater, oil and gas plants, cooling towers, and more. more »

LSE Price
258.25p
Change
-0.7%
Mkt Cap (£m)
59.0
P/E (fwd)
11.7
Yield (fwd)
1.0

Anpario plc is a producer and distributor of natural feed additives for animal health, hygiene and nutrition. The Company operates through two segments: UK and Eire, and International. The Company is focused on the manufacture and sale of natural feed additive products to agricultural markets. Its products for the poultry, pig, ruminant and animal feed markets include acidifiers, enzymes, essential oils, pellet binders, antioxidants, mycotoxin binders, mold control products and a range of nutritional premixes and performance enhancers. It offers natural feed additive/flavor called Orego-Stim. It offers its customers a number of omega 3 & 6 supplements for use in feed. Its products in the aquaculture range include growth promoters, immune enhancers and pellet binders for both shrimp and fish. The Company's trading brands are Kiotechagil, Meriden and Optivite, which trade across approximately 70 countries around the world. more »

LSE Price
326.6p
Change
-1.0%
Mkt Cap (£m)
76.9
P/E (fwd)
16.6
Yield (fwd)
2.5

Epwin Group Plc is a manufacturer of extrusions, moldings and fabricated low maintenance building products, operating in the repair, maintenance and improvement, new build and social housing sectors. The Company operates through two segments: Extrusion and Moulding, and Fabrication and Distribution. The Extrusion and Moulding segment is engaged extrusion and marketing of polyvinyl chloride-unplasticized (PVC-U) window profile systems, PVC-UE cellular roofline and cladding, rigid rainwater and drainage products and wood plastic composite decking products. It operates from extrusion and molding facilities in Telford, Tamworth and Scunthorpe, among others. The Fabrication and Distribution segment is involved in fabrication and marketing of windows and doors, distribution of cellular roofline, rainwater and drainage products, and manufacture of glass sealed units. It operates from over five window and door fabrication sites, and approximately two glass sealed unit manufacturing sites. more »

LSE Price
88p
Change
-1.0%
Mkt Cap (£m)
127.1
P/E (fwd)
8.1
Yield (fwd)
6.1



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


1 Post on this Thread show/hide all

MrContrarian Wed 8:10am 1 of 1
1

My morning smallcap tweet:

Capital & Regional (LON:CAL), Amiad Water Systems (LON:AFS)

Capital & Regional (CAL) discussion re Growthpoint (a private company) acquiring a majority stake in the Company through a combination of a partial offer in cash for Capital & Regional shares and an injection of capital.
Amiad Water Systems (AFS) H1 rev up 4%. Guides FY rev broadly in line with market expectations.

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