I Read The News Today Oh Boy! 13-Nov-2018

Tuesday, Nov 13 2018 by
11

Morning all!

Adept Technology ( AdEPT Technology (LON:ADT) ) – 395p – £93.6m – PER 13.1

Interim Results For The 6 Months To End September 2018 – Revenue up 9.5% with Adjusted PBT up 13.4% and EPS up 11.7% - The Interim Dividend is up 15.3%. Net Debt is up to £25.1m (£20.8m last year). Trading continues to be in-line with management expectations.

I am Long here and these results are exactly setting the world on fire. Further to this I don’t like the increase in Net Debt - I continue to hold but will of course keep an eye on the market reaction here, I am a little nervous!

Carclo ( Carclo (LON:CAR) ) – 80p – £58.4m – PER 6.6

Results For The 6 Months To End September 2018 – Revenue down -1%, Underlying PBT down -22%, FY still to be in-line and on track to grow substantially over the medium term.

I cannot change my view based on this update – This remains on my Avoid list for now.

Codemasters Group ( Codemasters Group (LON:CDM) ) – 171.5p – £242.2m – PER 14.6

Interim Results For The 6 Months To End September 2018 – Doesn’t seem to read particularly well but expects FY to be in-line with the Boards expectations (wonder what they are!).

I remain Neutral until I see those first set of results (IPO was less than 6 months ago).

Premier Foods ( Premier Foods (LON:PFD) ) – 38p – £330.1m – PER 4.8

Results For The 26 Weeks To 29th September 2018 – Revenue up slightly with Adjusted PBT and EPS up 14.3% and 13.8% respectively although a statutory loss is reported. FY expectations unchanged. Net Debt is still HUGE here at £509.5m – The CEO will step down at the end of January 2019.

The Net Debt still keeps me well away here – It’s on my Avoid list for now.

TT Electronics ( TT electronics (LON:TTG) ) – 216p – £352.2m – PER 12.7

Trading Update – Expects to meet expectations and is in…

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AdEPT Technology Group plc, formerly AdEPT Telecom plc, is engaged in providing managed services for information technology (IT), unified communications, connectivity and voice to over 100 Councils, NHS Trusts and other government bodies. The Company's segments are fixed line services (being calls and line rental services) and managed services (which are data connectivity, hardware services, IP telephony, support and maintenance services). It is engaged in the provision of voice and data communication services to both domestic and business customers. The Company offers technical and commercial options for onsite and cloud-based telephony. The Company serves approximately 20,000 commercial customers including worldwide and nationwide brand names. more »

LSE Price
354p
Change
 
Mkt Cap (£m)
83.9
P/E (fwd)
10.9
Yield (fwd)
3.1

Carclo plc is engaged in the supply of fine tolerance, injection molded plastic components, mainly for medical products. The Company is also engaged in the design and supply of specialized injection molded light-emitting diode (LED)-based lighting systems to the automotive industry. The Company operates through four segments: Technical Plastics, LED Technologies, Aerospace and CIT Technology. The Technical Plastics segment supplies fine tolerance, injection molded plastic components, which are used in medical, optical and electronics products. The LED Technologies segment develops solutions in LED lighting. The Aerospace segment supplies systems to the manufacturing and aerospace industries. The CIT Technology segment manages its digital printing of conductive metals onto plastic substrates. The Company is a supplier of control cables in Europe. more »

LSE Price
10.7p
Change
 
Mkt Cap (£m)
7.9
P/E (fwd)
1.4
Yield (fwd)
n/a

Codemasters Group Holdings PLC, formerly Codemasters Group Holdings Limited, is a United Kingdom-based video game developer and publisher. Through its subsidiary, The Codemasters Software Company Limited, the Company designs, develops and produces driving and racing games. The Company’s driving and racing games include DiRT, GRID, Micro Machines, ONRUSH and Formula 1 series of videogames. It produces Formula One’s range of games for the Playstation 4 console. more »

LSE Price
218.5p
Change
 
Mkt Cap (£m)
305.9
P/E (fwd)
16.3
Yield (fwd)
n/a



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


1 Post on this Thread show/hide all

MrContrarian 13th Nov '18 1 of 1
4

My morning smallcap tweet:

Coral Products (LON:CRU), Cohort (LON:CHRT)

Coral Products (CRU) Wins £800k order.
Cohort (CHRT) wins orders for €11m and £3.2m over 2 years and 18 months respectively.

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