Morning all!
Avingtrans ( £AVG ) – 188p – £58m – PER 15.3
Trading Update For H1 – In-line with market expectations.
I will keep an eye out for actuals here and hopefully profitability.
Boku Inc ( £BOKU ) – 82p – £184m – PER 139.2
Trading Update For The 12 Months To End December 2018 – Revenue to be up at least 40%, EBITDA to be at least in-line.
Well, no choice other than to wait to see the actuals!
Michelmersh Brick Holdings ( £MBH ) – 76p – £66m – PER 9.8
Trading Update For The 12 Months To End December 2018 – Revenue and Profit to be in-line, Net Debt below forecasts.
I remain on the side-lines as the last forecasts I checked were for negative EPS growth in 2019E.
Restore ( £RST ) – 387p – £480m – PER 13.1
Trading Update For The 12 Months To End December 2018 – Broadly in-line, 9th successive year of double digit growth in earnings.
This is a new one for me and actually looks OK – Will have a look into this a little bit more this week.
Revolution Bars Group ( £RBG ) – 122p – £61m – PER 9.1
Trading Update For The 26 Weeks To 29th December 2018 – Revenue up 6.4% (LFL -4%), the festive season was up 2.6%. Caution regarding economic and political outlook.
Still guilty of holding here on potential take-over talks – Close to the Sell button!
XP Power ( £XPP ) – 2240p – £431m – PER 11.8
Trading Update For The 12 Months To End December 2018 – FY to be in-line.
First coverage – Looks about fairly priced at this level though.
As always, all comment most welcome!
