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

Thursday, Jul 18 2019 by

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 ( Yes

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Boku, Inc. is a carrier billing company. The Company provides its services to both merchants and carriers. The Company offers Boku Checkout, which is built for Web-based merchants. Boku Checkout is a turnkey payment panel, which works in any browser and displays Pay by Mobile options from various mobile operators across the world. Merchants choosing the Company's service can integrate once and begin accepting payments from virtually any mobile phone in the world. The Company also offers Boku Direct, which enables merchants to integrate carrier billing functionality directly into their billing system. It allows the merchants to process payments using their own branded checkout flow for both one time or recurring payments. It allows customers to use their mobile number to authorize their payment. Its platform is used in various digital marketplaces, including Google Play Store, Sony PlayStation Store, Microsoft Windows Store, Facebook Application Center, and Spotify. more »

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Cello Health plc, formerly Cello Group plc, is a United Kingdom-based healthcare and consumer strategic marketing company. The Company is engaged in providing market research, consulting and direct marketing services. The Company provides a range of biotech, diagnostics, devices and other non-healthcare clients. The Company operates through two segments: Cello Health and Cello Signal. The Cello Health Division provides market research, consulting and communications services principally to the Company's pharmaceutical and healthcare clients. The Cello Signal Division provides market research and direct communications services to the Company's consumer facing clients. The Company delivers its services from office networks in the United Kingdom, the United States and Singapore. more »

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Minds + Machines Group Limited and its subsidiaries own and operate a portfolio of generic top-level domain assets (gTLDs). The Company operates in the domain name industry and provides end-to-end domain services. Its segments include Registry ownership (Registry), including applicant of top level domain name from Internet Corporation for Assigned Names and Numbers (ICANN) and wholesaler of domain names of those top level domain names; Registry service provider (RSP) and consulting services (segment B), which includes back end service provider for a registry, and Registrar (Registrar), which includes retailer of domain names. Its portfolio is focused around geographic domains, such as .london, .boston, .miami and .bayern; professional occupations, such as .law, .abogado and .dds; consumer interests, including .fashion, .wedding and .vip; lifestyle, including .fit, .surf and .yoga; outdoor activities, such as .fishing, .garden and .horse, and generic names, such as .work and .casa. more »

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

2 Posts on this Thread show/hide all

andrea34l 18th Jul 1 of 2

I agree with you on Strix (LON:KETL) as the figures to date have been unremarkable and this update continues that 'solid' trajectory; on Twitter I'm told it's all about the future... but I prefer evidence rather than foreseen revenues.

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wilkonz 18th Jul 2 of 2

Strix (LON:KETL) is one of those firms that continues to disappoint despite eight positive articles about it in Investors Chronicle over the last 2 years. One of these articles pointed out that only 7% (from memory) of USA households had an electric kettle and that if we could persuade the Americans to drink more tea and buy more kettles, Strix would do very well. Even if USA sales only doubled. So far global usage of electric kettles hasn't increased as exponentially as expected. The other positive about Strix (LON:KETL) is that it holds about 29 patents related to thermostats and that it has successfully defended those patents against competitors. Unfortunately all this great potential has yet to be reflected in the share price (although the dividends are ok).

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