Morning all!

Alumasc ( Alumasc (LON:ALU) ) – 103p – £37m – PER 6.2

Trading Update For The 12 Months To End June 2019 – PBT to be 10-15% below expectations, progressive Dividend paused, will be 7.35p, same as last year.

This is what I said last time " Looks like value to be had here if forecasts are met, I am just not convinced they will be" – So I will remain on the side-lines and keep an eye out for actuals.

Myclex Technologies ( Mycelx Technologies (LON:MYX) ) – 188p – £37m – PER 16.1

Trading Update – Trading Q1 but delays to some projects, moved to 2020. Revenue and Profit to be below expectations, circa $20m and $0.5m.

I am Long here and may well be changing that position this morning - This looks like a HUGE miss!

SThree ( SThree (LON:STHR) ) – 276p – £362m – PER 8.1

H1 Trading Update – In-line, FY expectations unchanged.

Still tempted here, there's a 5% yield on offer. However, the recruitment sector is still not one I have a conviction for at present, if or when I do, I will probably be involved here.

Walker Greenback ( Walker Greenbank (LON:WGB) ) – 76p – £54m – PER 9

AGM Statement – In-line.

Still can't get too excited here. 

As always, all comment most welcome!

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