Morning all!

Elecosoft ( Elecosoft (LON:ELCO) ) – 71.5p – £56.1m – PER 26.9

Trading Update For The 4 Months To End April 2018 – Revenue up 7%, PBT significantly higher and in-line with market expectations – Net Cash of £2.4m.

Was on my Watchlist at 40p and probably missed out here, I will move this up to 60p to keep an eye on it.

Eservglobal ( Eservglobal (LON:ESG) ) – 9.25p – £80.6m – PER n/a

AGM Statement – Excited about prospects.

What a rubbish statement, I will remain Neutral while waiting to see some actual numbers.

Kape Technologies ( Kape Technologies (LON:KAPE) ) – 118.5p – £168.8m – PER 39.2

AGM Statement – Strong start to 2018.

I’m Neutral here whilst waiting to see the actuals.

Portmeirion ( Portmeirion (LON:PMP) ) – 1117.5p – £122.1m – PER 15.2

AGM Statement – Sales up 15% for the 4 months to end April 2018 (20% in CC) – FY PBT to be in-line with market expectations.

Still quite like this but based on this statement and forecasts it now seems fairly priced here. I’m going to remove this from my Watchlist and go Neutral for now.

Future ( Future (LON:FUTR) ) – 460p – £211.8m – PER 19.7

Results For The 6 Months To End March 2018 – Revenue up 25% to £51.1m (2017: £40.9m) with Adjusted EPS up 45% to 13.5p (2017: 9.3p).

This was on my Watchlist at 320p – Having clearly missed out I am raising that to 400p now, at least to keep an eye out.

Wincanton ( Wincanton (LON:WIN) ) – 266p – £330.7m – PER 8.80

Preliminary Results For The 12 Months To End March 2018 – Looks slightly better than forecast.

I’m not going to change my Neutral stance here.

North Midland Construction ( North Midland Construction (LON:NMD) ) – 340p – £32.7m – PER 79.5

AGM Statement – A little strange and lengthy statement.…

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