Morning all!

GYG ( GYG (LON:GYG) ) – 106.89p – £49.9m – PER 9.05

Final Results For The 12 Months To End December 2017 – Revenue up 14.7% to €62.6m (FY161 €54.6m), Operating profit of €1.4m which includes €3.9m of exceptional items, mainly related to the IPO (FY16 operating profit of €1.9m), Net Debt reduced to €6.7m at 31 December 2017 (FY16: €10.4m). Total dividend of 3.2p, reflecting the 6 month period from IPO to the year end.

I just don’t know here – Looks decent value but I am just not sure with those “exceptional items”. I will remain Neutral for now.

IG Design ( IG Design (LON:IGR) ) – 432p – £276.0m – PER 18.5

Trading Update For The 12 Months To End March 2018 – In-line.

Still quite like this - It remains on my Watchlist, 380p (Sadly I missed a retracement to my Entry earlier in the month, perhaps I will need to revise this level now).

System1 ( SysGroup (LON:SYS)1 ) – 300p – £37.4m – PER 18.0

Trading Update For The 12 Months To End March 2018 – Can’t see any good news here.

No more interested here today than I was yesterday, I remain Neutral for now.

Telford Homes ( Telford Homes (LON:TEF) ) – 423.5p – £319.8m – PER 7.58

Trading Update For The 12 Months To End March 2018 – Expects to report record levels of Revenue and PBT (up by more than 30% and slightly ahead of market expectations - Assisted by an improvement in the gross and operating margins of approximately 3%).  Strong opportunity for further growth in the coming years.

Looks great value and quite tempting even if it’s just to have some exposure to a sector I am avoiding due to “uncertainty”. I have been expecting “blood on the streets” for some time in the housing and automobile sectors, perhaps wrongly! Will remain Neutral here for now.

Vianet ( Vianet (LON:VNET) ) – 139.6p – £39.5m – PER 15.0

Trading Update For The 12 Months To…

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