Morning all!
1pm ( 1pm (LON:OPM) ) – 54.6p – £47.1m – PER 7.24
Final Results For The 12 Months To End May 2018 – Revenue £30.0m (2017: £16.9m), an increase of 78%, of which organic growth was 31%, PBT of £7.9m (2017: £4.1m), an increase of 93%, Basic EPS of 7.57p (2017: 6.09 pence), up 24%, Dividend 0.65p (2017: 0.50p), up 30%, Consolidated Net assets of £48.1m (2016: £28.5m), an increase of 69% and ROC is 13.3% (2017: 11.5%).
A lot to like in this update, it’s going on my Watchlist.
Anexo ( Anexo (LON:ANX) ) – 115p – £126.5m – PER 9.63
Interim Results For The 6 Months To End June 2018 – Confident of meeting FY expectations.
A new one for me (A UK company focused on providing replacement vehicles and associated legal services to people who have been involved in a non-fault accident). Initial view is there’s perhaps some value here but not enough to make me a Buyer at the moment – I’m Neutral for now.
Concurrent Technologies ( Concurrent Technologies (LON:CNC) ) – 78.5p – £57.1m – PER 11.0
Interim Results For The 6 Months To End June 2018 – Revenue £7.9m (H1 2017: £7.8m), PBT £1.1m (H1 2017: £1.4m), EPS 1.5p (H1 2017: 1.84p), Interim Dividend 0.95p (H1 2017: 0.90p).
Even on a PER of around 10 this doesn’t get me interested, although the ROCE & Operating Margin (taken from Stockopedia) are impressive. I remain Neutral.
Epwin ( Epwin (LON:EPWN) ) – 75.55p – £108.0m – PER 6.71
Interim Results For The 6 Months To End June 2018 – All metrics are down here but the board still expects FY Adjusted PBT to be in-line.
It seems cheap but much against the Stockopedia StockRank of 97 I have much less convictions and remain Neutral.
Medica ( Medica (LON:MGP) ) – 145p – £161.1m – PER 17.2
Interim Results For The 6 Months To End June 2018 – Revenue up 18.2%, Adjusted Operating Profit up by 15.4% and Net Debt significantly reduced to £2.5m (2017: £8.5m). FY to be…
