I Read The News Today Oh Boy! 19-Dec-2017

Tuesday, Dec 19 2017 by
14

Morning All!

Kromek ( Kromek (LON:KMK) ) – 27p – £70.3m – PER n/a

Interim Results For The 6 Months To End October 2017 – A little strange this one. Revenue is up 27% to £4.8m (from £3.8m) and Gross Margin is up from 53% to 63%. Yet, Loss Before Tax is the same, -£1.8m. Cash stands at £15m.

No interest for me - Even forecasts, to double Revenue here by 2019, reflect an overall loss.

Koovs ( Koovs (LON:KOOV) ) – 26.55p – £46.6m – PER n/a

Interim Results For The 6 Months To End September 2017 – This is such a mixed up update. My main observation is this “the important month of November delivered a significant year on year improvement across key metrics, with Sales up by 17% to £1.7m and website traffic up 43%. However, marketing expenditure is currently significantly down due to the ongoing funding requirements of the Group, which the Company expects to affect FY18 sales overall. Additional marketing expenditure is conditional upon the timing of closure of the funding programme announced in July 2017, which the Company continues to expect to close shortly”.

I just think these guys are going to need even more money soon - I am avoiding it for now.

NWF ( NWF (LON:NWF) ) – 164p – £79.8m – PER 11.2

Interim Results For The 6 Months To End November 2017 – Confident of delivering full year expectations.

Still looks like a reasonable income play with some potential for upside surprise on the growth side.

DotDigital ( dotDigital (LON:DOTD) ) – 96p – £284.0m – PER 28.5

AGM Statement – Positive trading continues and progress is in-line with managements expectations – Board is “confident in achieving its ambitious growth plans”.

There’s still a lot to like here – Rightly or wrongly I’m just not willing to pay up. Will keep an eye on it though.

Have a great day all.

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Kromek Group plc is a radiation detection technology company. The Company develops radiation detectors based on cadmium zinc telluride. The Company's segments are UK Operations and US Operations. The Company designs, develops and produces x-ray and gamma ray imaging and radiation detection products for the medical, security screening and nuclear markets. The Company's solutions provide information on material composition and structure to enable the identification of cancerous tissues and hazardous materials (including explosives), and the analysis of radioactive materials. Its nuclear products include CPG, GR1-Gamma Ray Spectrometer, GR1A, SIGMA, TN15, RayMon10, Quant Air and RENA-Mini Development Platform. It offers detectors and subcomponents for original equipment manufacturer (OEM) customers in the medical imaging market, including computed tomography (CT), single photon emission computed tomography (SPECT), positron emission tomography (PET) and bone mineral densitometry. more »

LSE Price
25p
Change
 
Mkt Cap (£m)
86.2
P/E (fwd)
n/a
Yield (fwd)
n/a

Koovs plc is a supplier of branded fashion garments and accessories for sale by a third party through Koovs.com Website principally in Republic of India. The Company offers dresses, tops, jumpsuits and playsuits, skirts, trousers and leggings, cardigans and pullovers, lingerie and sleepwear, and swim and beachwear, among others, for women. It offers shirts, t-shirts and polo shirts, vests, jeans, jog pants, shorts, hoodies and sweatshirts, coats and jackets, and innerwear and socks, among others, for men. In addition, the Company offers bags and wallets, accessories, sunglasses, jewelry and watches. The Company offers its products of various brands, including Knockaround, KOOVS, Kultprit, Pataaka, Pepe Jeans, Shuffle, Sole Threads, Vans, Voi Jeans, Modello Domani and Mr Button, among others. The Company's subsidiary is Koovs Marketing Consulting Private Ltd. more »

LSE Price
6.25p
Change
-2.3%
Mkt Cap (£m)
25.7
P/E (fwd)
n/a
Yield (fwd)
n/a

NWF Group plc is engaged in the manufacture and sale of animal feeds, the sale and distribution of fuel oils, and the warehousing and distribution of ambient groceries. The Company operates through three segments: Feeds, Food and Fuels. The Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Food segment is engaged in warehousing and distribution of clients' ambient grocery and other products to supermarket and other retail distribution centers. The Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. The Company's subsidiary, Boughey Distribution Limited, is engaged in warehousing and food distribution. Its subsidiaries, NWF Agriculture Limited, S.C. Feeds Limited, New Breed (UK) Limited and Jim Peet (Agriculture) Limited, are engaged in animal feedstuffs and seeds supply. Its subsidiaries, NWF Fuels Limited and Staffordshire Fuels Limited, are engaged in fuel distribution. more »

LSE Price
163p
Change
-0.6%
Mkt Cap (£m)
80.0
P/E (fwd)
10.5
Yield (fwd)
4.2



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


2 Posts on this Thread show/hide all

MrContrarian 19th Dec '17 1 of 2
5

My morning smallcap tweet:

Alpha Returns (LON:ARGP), Eastern European Property Fund (LON:EEP), Audioboom (LON:BOOM), Hostelworld (LON:HSW)

Alpha Returns Group (ARGP) suspended as nomad resigns. Re-financing not agreed yet. "Beaumont Cornish will not be in a position to provide all relevant nominated adviser confirmations to the Exchange...so will no longer be acting as nominated adviser to the Company."
Eastern European Property Fund (EEP) will delist soon, as mooted.
Audioboom Group (BOOM) very belatedly discloses that a company of which the Chairman is a director entered into administration in May.
Hostelworld (HSW) CFO is leaving in H1 2018. Sounds amicable.

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Ramridge 19th Dec '17 2 of 2
2

Couple of things to add from me.
Gocompare.Com (LON:GOCO) 's acquisition of MyVoucherCodes looks good. Not exactly a bargain but will add to the bottom line at a reasonable acquisition cost.
First day of dealing for IPO MIRI , Mirriad Advertising. I had a look at the admission document and didn't like it a bit. Heavy losses growing faster than revenues. Not for me. Besides digital advertising is a crowded space.

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