Morning all!

A slight change this morning. As you all know, to enjoy more time with my daughter this summer (before she starts "big school"), my reports will be later this month and next. This later start for has been great so far and the other thing it let's me do is also include a comment from the latest morning Broker notes where applicable. See below for examples and let me know your views.

Boku Inc ( Boku Inc (LON:BOKU) ) – 127p – £320m – PER 43

Trading Update For The 6 Months To End June 2019 – On track to met FY expectations.

I am Long here and, subject to market reaction, this update will not give me reason to change that at present.

Cello ( Cello Health (LON:CLL) ) – 124p – £131m – PER 13.5

Trading Update For The 6 Months To End June 2019 – Strong 6 months, confident of FY at least in-line, continues to assess suitable acquisitions.

I still reckon I would need to see a single digit PER here to make me more interested. Based on the latest Broker note this morning, in my opinion, this looks way overvalued on a 1 Year and 2 Year view.

Minds Machines ( Minds Machines (LON:MMX) ) – 6p – £55m – PER n/a

Trading Update – In-line and £1m Buy-Back announced, management considering the company undervalued.

No more attracted today as I was yesterday. Based on the latest Broker note this morning, in my opinion, this looks way over valued on a 1 Year view (no 2 Year forecasts provided).

Photo-Me International ( Photo-Me International (LON:PHTM) ) – 91p – £344m – PER 8.7

Results For The 12 Months To End April 2019 – Revenue flat with PBT down about -15% (Brexit mentioned), EPS about -20%, Net Cash about -40%, the Dividend is unchanged.

Still can’t get any more interested here at present. Based on the latest Broker note this morning, in my opinion, this looks way overvalued on a 1 Year and 2 Year view.

Scientific Digital Imaging (