I Read The News Today Oh Boy! 19-Feb-2019

Tuesday, Feb 19 2019 by
13

Morning all!

(As a note I have finally got round to doing my February 2019 update, it's late as I wanted to include my analysis approach for my 1 purchase - You can view the update and approach here)

Blancco Technology ( Blancco Technology (LON:BLTG) ) – 87.5p – £57m – PER 22

Interim Results For The 6 Months To End December 2018 – Revenue up 19%, Adjusted Operating Profit up from £0.6m (restated) to £1.6m, confident of meeting FY expectations.

The latest Broker note I can reference is from Edison and it forecasts negative EPS growth – So if this is the expectation, it's not for me at present.

DotDigital ( dotDigital (LON:DOTD) ) – 86p – £256m – PER 21

Interim Results For The 6 Months To End December 2018 – Revenue up 33% (organic 15%), EBITDA up 25% and Cash is up 59% (to £16.7m) – Remains confident of meeting FY expectations.

I still reckon this is fairly priced around this level.

Future ( Future (LON:FUTR) ) – 570p – £467m – PER 20

Trading Update – H1 to be significantly ahead of Boards expectations, also expecting FY to be significantly ahead of market expectations.

I reckon this is fairly priced around these levels but will be keen to see any updated Broker notes after this upbeat statement.

Walker Greenback ( Walker Greenbank (LON:WGB) ) – 86p – £61m – PER 7.8

Trading Update For The 12 Months To End January 2019 – Expected to be in-line with management's expectations with Revenue up 1.1% to £113.3m. Expects core market this year to be challenging and uncertain, looking at cost saving initiatives.

I can’t get excited here. 

As always, all comment most welcome!

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Blancco Technology Group Plc, formerly Regenersis Plc, is a provider of mobile device diagnostics and secure data erasure solutions. The Company's segments include Erasure and Diagnostics. The Erasure segment focuses on development and delivery of solutions, and includes Blancco, which provides erasure software; SafeIT, which is engaged in cloud and networked data erasure business, and Tabernus, which is engaged in providing software erasure products. The Diagnostic segment includes Xcaliber Technologies, a smartphone diagnostics software business. Its secure data erasure solutions include Blancco Management Console, Blancco Cloud, Blancco File, Blancco 5, Blancco Mobile Solutions, Enterprise Erase E800, Enterprise Erase E2400, Enterprise Erase Mobile and Ontrack Eraser Degausser. Its mobile diagnostics solutions include fault diagnostics, repair and program enablement. It serves manufacturers, financial institutions, healthcare providers and government organizations across the world. more »

LSE Price
129p
Change
1.6%
Mkt Cap (£m)
96.1
P/E (fwd)
29.1
Yield (fwd)
n/a

dotdigital Group Plc is a United Kingdom-based company, which is engaged in providing software as a service (SaaS) and managed services to digital marketing professionals. The Company offers dotmailer, which provides e-mail and multi-channel marketing automation platform with various tools that enable marketers to create, manage, execute and evaluate various campaigns. In addition to its automation technologies, the Company also provides multi-channel marketing consultancy and services for businesses seeking to manage customer acquisition, conversion and retention. The Company also has pre-built integrations with e-commerce platforms and customer relationship management (CRM) products, such as Magento and Salesforce. dotmailer helps in using contact data to design, test and send automated campaigns. The Company's subsidiaries include dotmailer Limited, dotsearch Europe Limited and dotmailer Inc. Through its subsidiaries, it is engaged in providing Web- and e-mail-based marketing. more »

LSE Price
89.5p
Change
-1.7%
Mkt Cap (£m)
266.1
P/E (fwd)
23.8
Yield (fwd)
1.0

Future plc is a United Kingdom-based company, which is engaged in publishing of special-interest consumer magazines, applications and Websites. The Company is also engaged in the operation of events in the areas of technology, games and entertainment; photography, and creative and field sports. The Company operates through media, magazine and other segment. The media segment consists of Websites and events. The magazine segment consists of magazines. The Company's geographical segments include the United Kingdom and the United States. The technology and photography brands include T3, MacFormat, Maximum PC, Mobile Choice, Digital Camera, N-Photo and Photo Plus. The games and entertainment brands include Official PlayStation, PC Gamer, SFX and Total Film. The creative and design brands include 3D World, Computer Arts and net. The music brands include Guitarist, Rhythm, Computer Music and Acoustic Magazine. It has a portfolio of over 200 print titles, applications, Websites and events. more »

LSE Price
1256p
Change
6.1%
Mkt Cap (£m)
1,050
P/E (fwd)
25.8
Yield (fwd)
0.07



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


1 Post on this Thread show/hide all

MrContrarian 19th Feb 1 of 1
3

My morning smallcap tweet:

Pelatro (LON:PTRO), JPJ (LON:JPJ), Walker Greenbank (LON:WGB), Manolete Partners (LON:MANO), Seeing Machines (LON:SEE)

Pelatro (PTRO) wins Vietnam contract worth $1.5m over 3 years.
JPJ Group (JPJ) sells Mandalay to 888 for £18m. Mandalay's rev was £11m, pretax ~£3.7m. Looks cheap. Leaves Jackpotjoy or Hauptgewinnefreude if you are German.
Walker Greenbank (WGB) guides FY in line but sounds gloomy over this FY. "Our core market in the UK remains both challenging and uncertain...licensing income in the current financial year is anticipated to be closer to historic levels."
Manolete Partners (MANO) guides FY op profit up 70%, ahead of market expectations.
Seeing Machines (SEE) Driver Monitoring System win with US car mfr. Mass production late 2020, estimated lifetime revenue ~A$6m for the initially planned car models. Hopes for more.

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