I Read The News Today Oh Boy! 15-Jan-2019

Tuesday, Jan 15 2019 by
14

Morning all!

Dignity ( Dignity (LON:DTY) ) – 720p – £360m – PER 10.4

Trading Update For The 12 Months To End December 2018 – Expects to report Operating Profit circa £79m, ahead of current market expectations, expectations for 2019 are unchanged.

I don't see much reason to be "bottom picking" here.

Elegant Hotels ( Elegant Hotels (LON:EHG) ) – 68p – £60.4m – PER 7.72

Results For The 12 Months To End September 2018 – Revenue up 5% to $62.9m, PBT up 3.5% to $9.5m, Adjusted Diluted EPS up 15.9% to 11.3c (9.8c last time). Year End Net Debt is $72.2 ($73.1m last time) and the new year has started in-line.

I still can't get excited here.

Forterra ( Forterra (LON:FORT) ) – 242p – £485m – PER 9

Trading Update For The 12 Months To End December 2018 – FY PBT to be in-line with the Board's expectations. Net Debt down from £61m to £39m. Brick market seems to be holding up well.

Looks like the uncertainty of "you know what" is built into the price here – Probably the only thing preventing me getting closer to the Buy button at present.

Franchise Brands ( Franchise Brands (LON:FRAN) ) – 64.5p – £50m – PER 26.6

Trading Update For The 12 Months To End December 2018 – In-line, 2019 trading has started positively.

More attractive at this price but still not quite enough to get me involved just yet.

Gym ( GYM (LON:GYM) ) – 225p – £310.4m – PER 17.7

Trading Update For The 12 Months To End December 2018 – Members up 19.3%, Revenue up 35.6%, Net Debt £46m (£37.5m last time) and some EBITDA figure is included. Confident for continued growth in 2019.

Looking perhaps reasonably priced here.

Kape Technologies ( Kape Technologies (LON:KAPE) ) – 110p – £156m – PER 20.2

Trading Update For The 12 Months To End December 2018 – EBITDA to be slightly above market expectations on lower Revenue (due to the "divestment…

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Dignity plc is a United Kingdom-based provider of funeral related services in the United Kingdom. The Company operates through three segments: funeral services, crematoria and pre-arranged funeral plans. The Company's funeral services relate to the provision of funerals and ancillary items, such as memorials and floral tributes. The Company's crematoria services relate to cremation services and the sale of memorials and burial plots at the Company operated crematoria and cemeteries. The Company's pre-arranged funeral plans include the sale of funerals in advance to customers wishing to make their own funeral arrangements, and the marketing and administration costs associated with the sales. The Company operates a network of approximately 720 funeral locations throughout the United Kingdom trading under established local trading names. The Company operates approximately 40 crematoria in England and Scotland. The Company's number of active funeral plans is approximately 374,000. more »

LSE Price
721p
Change
2.0%
Mkt Cap (£m)
360
P/E (fwd)
10.5
Yield (fwd)
3.4

Elegant Hotels Group plc is a holding company. The principal activity of the Company and its subsidiaries is the ownership and operation of hotels and restaurants on the island of Barbados. It owns and operates six freehold beachfront hotels and a beachfront restaurant in Barbados. Its hotels include Colony Club, Tamarind, The House, Crystal Cove, Turtle Beach and Waves. It operates Daphne's restaurant, which is located on platinum West Coast in Paynes Bay, adjacent to The House and Tamarind in Barbados. Its Colony Club hotel is spread across six acres of tropical gardens with approximately 300 feet of beach frontage on the Caribbean Sea and lagoon style pools. Its Tamarind hotel is on the Platinum Coast. Its Crystal Cove hotel has three freshwater lagoon pools, two restaurants, two bars, two floodlit tennis courts and a fitness center. Its Turtle Beach property is on the south coast of Barbados. Its portfolio consists of over 550 rooms. more »

LSE Price
71p
Change
 
Mkt Cap (£m)
63.1
P/E (fwd)
7.2
Yield (fwd)
4.7

Forterra plc is a producer of manufactured masonry products. The Company is also a manufacturer of building products for the United Kingdom construction industry. The Company's segments include Bricks, Blocks and Bespoke Products. The Company's product range consists of clay bricks, Thermalite blocks, aggregate blocks, Red Bank chimney, roofing and flue systems, precast concrete and flooring products, and Formpave permeable block paving. It is a manufacturer of bricks in Great Britain and a manufacturer of Fletton brick, which is sold under the London Brick brand. It is a manufacturer of aircrete blocks in Great Britain sold under its Thermalite brand. It also manufactures aggregate blocks. Its bespoke products range consists of precast concrete, concrete block paving, chimney and roofing solutions, and structural wall insulation. It operates from approximately 20 facilities in total and is focused on the United Kingdom building and construction market. more »

LSE Price
306.5p
Change
1.5%
Mkt Cap (£m)
614.4
P/E (fwd)
11.1
Yield (fwd)
3.6



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


2 Posts on this Thread show/hide all

MrContrarian 15th Jan 1 of 2
4

My morning smallcap tweet:

TP (LON:TPG), Tax Systems (LON:TAX), MaxCyte Inc (LON:MXCT), Telit Communications (LON:TCM), Elegant Hotels (LON:EHG)

TP Group (TPG) FY trading: delivered revenue and cash ahead of market expectations, adjusted operating profit in line with market expectations.
Tax Systems (TAX) guides FY comfortably in line with management's expectations. Net debt down 32% to £13.9m.
Maxcyte (MXCT) guides FY rev up 19% [F/C up 12%], EBITDA ahead of market expectations.
Telit Communications (TCM) guides FY rev at top end of exp at $427m, adjEBITDA in line with previous guidance at between $30-$35m.
Elegant Hotels Group (EHG) CFO will check out after handover. He is thanked.

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mrosbiston 15th Jan 2 of 2
4

thank you for all the work this morning - many updates covered.

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