I Read The News Today Oh Boy! 18-May-2018

Friday, May 18 2018 by

Morning all!

Eurocell ( Eurocell (LON:ECEL) ) – 234p – £234.3m – PER 10.4

AGM Statement – Positive start to 2018 in-line, as expected to be greater in H2.

Not exactly inspiring, certainly not inspiring enough to change me from being Neutral here.

T Clarke ( T Clarke (LON:CTO) ) – 80.9p – £33.8m – PER 5.97

AGM Statement – Excellent start to the year, good order book – In-line.

This is tempting but I just don’t see real strong growth potential here at present, I remain Neutral.

S&U ( S&U (LON:SUS) ) – 2760p – £331.2m – PER 11.1

AGM Statement – Looks like general all round progress to date of about 20% or so.

I keep missing out from gains in this sector (automobile) as I am wary of the sector. Here we have a PER of about 10 for a company growing (steadily) at about 20% per annum. This was on my Watchlist at 2000p (I will up that to 2500p now) although I do believe it may be worth paying up here – Perhaps!

As always, all comment most welcome!

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Eurocell plc manufactures, distributes and recycles unplasticized polyvinyl chloride (UPVC) window, door, conservatory and roofline systems. The Company is engaged in the extrusion of UPVC window and building products to the new and replacement window market, and the sale of building materials across the United Kingdom. It operates through two segments: Profiles and Building Plastics. The Profiles segment includes extrusion and sale of UPVC window and building products to the new and replacement window market. It supplies UPVC systems, such as Modus system, inline patio doors, bi-fold doors and cavity closers to fabricators and installers. The Building Plastics segment includes sale of building plastic materials. It operates under the Eurocell brand. It sells and distributes a range of products manufactured by the Company and branded PVC foam roofline products, and third party manufactured ancillary products, including windows, doors, sealants, tools and rainwater products. more »

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TClarke plc is a United Kingdom-based building services company, which delivers electrical, mechanical, and information and communications technology (ICT) services. The Company provides electrical and mechanical contracting and related services to the construction industry and end users. Its geographical segments include London and South East, Central and South West, the North and Scotland. The Company's businesses include Intelligent Buildings Green Technologies, Facilities Management, Transport, Mission Critical, Manufacturing Services, Residential & Hotels, M&E Contracting and Design & Build. The Company within its M&E contracting business has capabilities in sectors, including commercial offices, retail, education, healthcare, financial services and media. Its Manufacturing Services business includes in-house precision prefabrication and engineering services. Its projects include Beckley Court, Chiswick Park, Kettering Hospital, Project Nova, Mitie Care Home and Rathbone Square. more »

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S&U plc is a United Kingdom-based company engaged in providing motor finance and specialist lending service. The Company is focused on the specialist motor finance market. The Company's subsidiary, Advantage Finance Limited (Advantage Finance), is engaged in the motor finance business. Advantage Finance offers motor finance to over 100,000 customers in the United Kingdom. more »

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

1 Post on this Thread show/hide all

MrContrarian 18th May '18 1 of 1

My morning smallcap tweet: Special Carpetshite rescue issue. Tread carefully.

Carpetright (LON:CPR), Hunters Property (LON:HUNT), S&U (LON:SUS)

Carpetshite (CPR) Roll up, get your discounted shares in our best ever placing and open offer. Only 28p, a suprisingly slim 16% discount for 326% of existing share cap. Fully underlayed, er underwritten.
Hunters Property (HUNT) AGM stmt: H1 expected to end slightly better than the Board anticipated. Proposals to regulate the industry and to ban certain tenant fees expected to be less significant than on other lettings only based participants.
S & U (SUS) AGM stmt: New motor loan transactions since 1 Feb were at similar levels to last year's record performance. Trailing 12 months impairment 25.8% versus 24.6% at year-end, "still comfortably within the average for the previous ten years of 26.4%." Outlook "Despite a slowing UK economy, the value used car and residential markets in which we operate remain strong and resilient. Our continuing focus on customer selection and excellent service gives us great confidence for sustainable future growth."

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