Morning all!

Ten Entertainment ( Ten Entertainment (LON:TEG) ) – 262p – £170.3m – PER 12.7

Trading Update For The 26 Weeks To 1st July 2018 – In-line to deliver on FY expectations.

I am long here and in-line, based on Stockpedia figures, means EPS +53.2% - On a PER of 12.7 with an attractive ROCE and Operating Margin, little Debt and a decent Dividend – I will continue to hold.

Telford Homes ( Telford Homes (LON:TEF) ) – 396p – £299.7m – PER 7.04

AGM Statement – In-line and “well placed to achieve our stated goal of exceeding £50 million of total pre-tax profit for the year to 31 March 2019, weighted towards the second half as in previous years”.

This was on my Watchlist at 450p although I didn’t buy in as I am still not sure of the sector. Still unsure of the sector (mainly due to the ongoing Brexit fiasco) I am going to go Neutral here for now.

Portmeirion ( Portmeirion (LON:PMP) ) – 1200p – £130.5m – PER 16.0

Trading Update For The 6 Months To End June 2018 – Confident of achieving profits for the FY in-line with market expectations.

I remain Neutral here as I consider this even perhaps over priced at this level.

Gama Aviation ( Gamma Communications (LON:GAMA) ) – 202.5p – £128.8m – PER 8.57

Trading Update For The 6 Months To End June 2018 – Expecting FY results to be at the higher end of Board expectations - Expect to propose an interim dividend in line with the stated progressive policy.

This should help push the price back up towards the 250p level – But not sure there’s enough here to see more than that. I will remain Neutral and keep an eye out for updates.

DFS Furniture ( DFS Furniture (LON:DFS) ) – 198.6p – £420.4m – PER 10.3

Trading Update –Looks like more bad news in a challenging environment.

I remain on the side-lines here.


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