I Read The News Today Oh Boy! 18-Apr-2019

Thursday, Apr 18 2019 by
13

Morning all!

D4t4 Solutions ( £D4T4 ) – 278p – £109m – PER 21

Trading Update For The 12 Months To End March 2019 – Revenue circa £25m, Operating Profit to be slightly ahead, Net Cash at £11m – Even, at this stage, expects 2020 FY to be in-line.

Encouraging but still looks overvalued here to me, that may change with upgrades so I will keep an eye out for those.

Trifast ( Trifast (LON:TRI) ) – 215p – £262m – PER 14.5

Trading Update For The 12 Months To End March 2019 – Revenue growth across all regions, Underlying PBT ahead of management expectations.

This still looks overvalued to me, I remain on the sidelines until I see how much "ahead of" they actually are.

Happy Easter to all those who "celebrate", back on Tuesday...

As always, all comment most welcome!

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Trifast plc is a manufacturer and distributor of industrial fastenings and category C components to a range of industries and customers. The Company designs, manufactures and distributes mechanical fasteners on a global basis to both distributors and to original equipment manufacturer (OEM) assemblers. Its geographical segments include the United Kingdom, Europe, the United States and Asia. It owns a range of fastener solutions for specific industries and applications, including fasteners for sheet metal, fasteners for plastic, security fasteners, thread-locking nuts and micro-diameter fasteners. Its brands include Pozidriv, Polymate, Binx and Hank. Its products are used in various markets, such as automotive, electronics/telecoms and domestic appliances. It operates in Norway, Sweden, Hungary, Ireland, Holland, Italy, Germany, Poland, Malaysia, China, Singapore, Taiwan, Thailand and India. Its subsidiaries include Trifast Overseas Holdings Ltd and TR Formac Fastenings Private Ltd. more »

LSE Price
195.5p
Change
-1.3%
Mkt Cap (£m)
242
P/E (fwd)
13.1
Yield (fwd)
2.3

D4t4 Solutions Plc, formerly IS Solutions Plc, is a United Kingdom-based company, which focuses on data solutions for its clients to provide end-to-end management of the entire data lifecycle, from its initial creation through the manipulation, analysis and management of the data all the way through to its eventual retirement into industry-compliant archives. Its segments include License sales, Project work and Recurring revenues. Its market focus areas include Data Collection, which captures data from any digital channel through its division, Celebrus Technologies; Data Management, which includes the secure storage and management of all forms of data, either in the cloud or on client premises, for presentation through multiple devices and applications; Data Analysis, which focuses on delivering value through analytics capabilities, and Data Solutions, which includes areas, such as Web and mobile application development, systems migrations and upgrades, and Software-as-a-Service. more »

LSE Price
231p
Change
 
Mkt Cap (£m)
93.0
P/E (fwd)
16.0
Yield (fwd)
1.5



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


4 Posts on this Thread show/hide all

InvestorJohn 18th Apr 1 of 4
3

Funny how the Trifast share price has been ticking up recently ahead of this ahead of expectations update... not at all suspicious...

| Link | Share | 1 reply
MrContrarian 18th Apr 2 of 4
3

My morning smallcap tweet:

Trifast (LON:TRI), £D4T4

Trifast (TRI) guides FY underlying profit slightly ahead of management expectations. NIce strapline: "Holding the world together". You know whom to blame when WW3 starts.
D4T4 Solutions (D4T4) guides FY adj profit slightly ahead of market expectations

| Link | Share
andrea34l 18th Apr 3 of 4
2

Happy Easter Matylda, and Mr C.

I did notice that Topps Tiles (LON:TPT) (which I don't hold) announced an acquisition today, which initially seemed to look quite good value... until I saw the amount of debt being taken on; I half wonder if the target would have gone into administration without the takeover.

There's an in-line update from First Derivatives (LON:FDP) today... but this looks another frothy tech-share.

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simoan 18th Apr 4 of 4
2

In reply to post #470326

Funny how the Trifast share price has been ticking up recently ahead of this ahead of expectations update... not at all suspicious...

Well, I've held Trifast (LON:TRI) for over 10 years and I've never seen this before, so I'd suggest it is rather more to do with the change in the political climate around Brexit in the past month. It is sometimes easy to see the face of the devil in your tea leaves if you look hard enough. I do not think the price movement is the least bit suspicious although I realise BB's love a conspiracy theory!

All the best, Si

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