I Read The News Today Oh Boy! 19-Sep-2018

Wednesday, Sep 19 2018 by
19

Morning all!

Innovaderma ( Innovaderma (LON:IDP) ) – 168p – £24.2m – PER 22.7

Final Results For The 12 Months To End June 2018 – Revenue up 21% to £10.7m (FY2017: £8.9m), PBT £0.67m (FY2017: £1.03m) due to one off investments. Net Cash of £1.9m (as at 30 June 2017: £0.21m). Note: Skinny Tan is going into Boots, 1,000+ stores in Q1 2019 (joining Superdrug). Strong growth expected in 2019.

Will keep this on my Watchlist to keep an eye out for updates – Really needs to start improving not just Revenues but PBT and EPS too, but this is perhaps now due.

Alliance Pharma ( Alliance Pharma (LON:APH) ) – 91p – £468.8m – PER 18.3

Interim Results For The 6 Months To End June 2018 – Revenue up 10% (12% CC) with Underlying Basic EPS up 4%, Net Debt stands at £86.3m, £72.3m last time. The Interim Dividend is up 10% to 0.487p.

On a PER of almost 20 I remain Neutral for now.

Cello ( Cello Health (LON:CLL) ) – 133p – £139.3m – PER 14.9

Interim Results For The 6 Months To End June 2018 – Revenue flat, with Statutory PBT up 23.5% and Statutory Basic EPS up 9.3%. Net Debt is down about 10% and the Interim Dividend is up 4.8%.

I said this last time “Seems like an OK company but there’s not enough here to make me want to invest at present”, I will remain Neutral.

Elektron Technology ( Elektron Technology (LON:EKT) ) – 48.5p – £90.3m – PER 30.7

Interim Results For The 6 Months To End July 2018 – Revenue up 17% to £15.9m, Operating Profit up 180% to £1.4m (H1 FY18: £0.5m), Net Cash at £6.8m (31 July 2017: £2.1m; 31 January 2018: £5.2m). Positive outlook for H2 and beyond, FY to be in-line with recently upgraded expectations.

I am tempted here, it’s going on my Watchlist – Forecasts look good, even on a PER of 30 or so, perhaps it’s time to take the plunge!

Quixant ( Quixant (LON:QXT) ) – 479p – £317.8m –…

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InnovaDerma PLC is a holding company. The Company develops a range of male and female at-home and clinically proven treatments for hair loss, hair care, self-tanning and skin rejuvenation. It operates through hair and beauty division. Its products include Leimov Personal Hair Laser Starter Kit, Leimov Hair Treatment Pack, Leimov Bio Cleansing Shampoo, Leimov Thickening Conditioner, Leimov Scalp Therapy Day Treatment, Leimov Scalp Serum Night Treatment, Leimov Deep Cleansing Scalp and Body, Leimov Hair Treatment Pack for Her, Leimov Personal Hair Laser Starter Kit for Her, Leimov Vitality Shampoo, Leimov Follicle Boost Therapy, Leimov BioPlex Scalp Serum, Leimov Scalp and Body Exfoliating Spa, Leimo Instant Hair Introductory Pack, Leimo Instant Hair Regular Pack, Leimo Instant Hair Building Fiber, Skinny Tan-Ab Shader, Skinny Tan-Dermabrasion Pre-tan Primer, and Tan and Glow. It operates in the United Kingdom, the United States, Australia, New Zealand, the Philippines and South Africa. more »

LSE Price
76.5p
Change
-1.9%
Mkt Cap (£m)
11.3
P/E (fwd)
6.8
Yield (fwd)
n/a

Alliance Pharma plc is a United Kingdom-based specialty pharmaceutical company. The Company is engaged in acquisition, marketing and distribution of pharmaceutical products. The Company operates in various business areas, such as Hydromol, secondary care, community and consumer products, established products and international. The Company's therapeutic areas of focus include cardiovascular, central nervous system, child health, consumer health, dermatology, endocrinology, gastroenterology, obstetrics and gynecology, oral health, oncology, stoma care, toxicology and travel health. The Company's product categories include prescription only medicines, over the counter medications, medical devices, cosmetics and nutritional supplements. The Company's products include SkinSafe, Lift Plus, AbsorbaGel, DeoGel, LaVera, ClearWay, Gelclair, ImmuCyst 81mg, Hydromol, MacuShield, Lypsyl, Anbesol Adult Strength Gel, MolluDab and Ashton & Parsons Infants' Powders. more »

LSE Price
69.6p
Change
-3.3%
Mkt Cap (£m)
374
P/E (fwd)
13.6
Yield (fwd)
2.4

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 »

LSE Price
128.5p
Change
0.4%
Mkt Cap (£m)
135.8
P/E (fwd)
13.7
Yield (fwd)
3.2



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


3 Posts on this Thread show/hide all

MrContrarian 19th Sep '18 1 of 3
6

My morning smallcap tweet:

Integumen (LON:SKIN), Big Sofa Technologies (LON:BST), Cambridge Cognition Holdings (LON:COG), Totally (LON:TLY), Hardide (LON:HDD), Randall & Quilter Investment Holdings (LON:RQIH)

Integumen (SKIN) has received a formal demand for payment of certain amounts due and claimed to be due to 11% holder Donald Nicholson for services provided to the Company. Mr Nicholson,previously agreed that these amounts are not due to be paid before 9 July 2019. "These demands for immediate payment are without merit." Also expects to complete the final elements of the Subscription, the Placing and acquisition of a stake in Cellulac, as previously RNSed, shortly.
Big Sofa Technologies (BST) wins $350k contract from PepsiCo.
Cambridge Cognition (COG) signs first NeuroVocalix contract for a four week study. NeuroVocalix enables the remote assessment of voice-based cognitive measures.
Totally (TLY) wins contract worth £721k PA for 3 years with 2 year option.
Hardide (HDD) guides FY rev ahead of market expectations and in excess of £4.4m, EBITDA in line.
Randall & Quilter (RQIH) to buy GLOBAL U.S. Holdings Inc from AXA for $80.5m, a small discount to NAV. GLOBAL owns Global Re US, a New York insurance company in run-off. "Should regulatory approval be received and completion occurs before the end of 2018, it is expected to result in the Group's profit for full year 2018 being substantially ahead of market expectations." How? Will RQIH write an instant NAV gain?

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andrea34l 19th Sep '18 2 of 3
3

Thanks for the excellent early update Matylda. I was in a rush this morning so was a big help, I decided to take the plunge with Mission Marketing (LON:TMMG) as the outlook sounds very promising and all the ranks look great. I suppose the only thing that still disappoints just slightly is that turnover growth is only around 10%, but a PER of 6 (based on estimates) seems peanuts.

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matylda 19th Sep '18 3 of 3
4

In reply to post #400094

You're welcome, I also bought into Mission Marketing (LON:TMMG) this morning, here's my notes...

PER circa 6
Rev up 10% to £37.0m
PBT up 23% to £3.5m
Headline Diluted EPS up 25% to 3.22p
Interim Dividend up 27%
Expect to deliver on 2018 forecasts and beyond
All round double digit growth
Well covered 4% or so yield

Blog: Briefed Up
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