I Read The News Today Oh Boy! 2-May-2019

Thursday, May 02 2019 by
11

Morning all!

Best Of The Best ( Best Of The Best (LON:BOTB) ) – 275p – £26m – PER 22

Trading Update For The 12 Months To End April 2019 – Expects FY Revenue to be marginally ahead of market expectations and Profit to be ahead (doesn't say by how much).

Will keep an eye out for Broker updates here – I was previously put off by 2 things, negative EPS growth forecast for 2020E and the fact legislation may be introduced here at some point.

Cerillion ( Cerillion (LON:CER) ) – 169p – £50m – PER 14.7

Trading Update For The 6 Months To End September 2019 – Encouraging with one major contract signed ($6.8m) and another ($10m) in the final stages. With H1 behind last year, FY is on track with H2 weighting from these contracts.

Not comfortable enough with this update to consider an investment.

Gresham Technologies ( Gresham Technologies (LON:GHT) ) – 95p – £65m – PER 56

Results For The 12 Months To End December 2018 – Excellent start to the year.

Liking this more but will wait to see actuals, to ensure there's a return to positive EPS.

McBride ( McBride (LON:MCB) ) – 105p – £192m – PER 7.5

Trading Update And CEO Leaves – FY earnings to be modestly lower than current market expectations and the CEO leaves, doesn't read like it was a happy ending.

I remain uninestered in this company at present.

Morses Club ( Morses Club (LON:MCL) ) – 177p – £230m – PER 11.7

Preliminary Results For The 52 Weeks To 23 February 2019 – Revenue up ever so slightly, Adjusted PBT up 14.6%. Adjusted EPS up 16.2%, Final Dividend up 8.3%.  In a later RNS the CFO will retire in July 2019.

I will say the same thing as last time I covered this "Always quite liked this, decent growth and yield (4.5% or so). I reckon there’s some value here however the potential risk of more regulation just makes me shy away from that…

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Best of the Best Plc runs car competitions. The Company displays luxury cars as competition prizes in rented retail space within airport terminals, at shopping centers and online. The Company is engaged in selling tickets to passing airport passengers, as well as from online customers through its Website. The Company operates from approximately eight United Kingdom and over two international airport sites, as well as approximately from three shopping centers. The Company operates from various airport sites located at Gatwick North, Gatwick South, Birmingham, Manchester Terminal 1, Edinburgh, Dublin's Terminal 2 and Westfield shopping center located in London's Shepherds Bush. The Company's Indian franchise trades under the BOTB brand from Hyderabad airport. The Company carries out its principal operations in the United Kingdom. The Company's subsidiary is Best of the Best ApS. more »

LSE Price
270p
Change
 
Mkt Cap (£m)
25.3
P/E (fwd)
15.3
Yield (fwd)
0.8

Cerillion plc is engaged in providing billing, charging and customer relationship management software solutions to the telecommunications market but also to the utilities and financial services sectors. The Company is a supplier and developer of telecommunication software solutions and equipment. It operates through four business segments, such as Services, Software, Software-as-a-Service and Third Party. The Services segment provides services to customers on new implementation projects and enhancements. The Software segment supports and provides maintenance for the software, as well as the licenses to use the software. The Software-as-a-Service segment offers monthly subscriptions for a managed service and products on a pay as you go service. The Third Party segment offers third-party services or licenses, and includes re-billable expenses and pass through of selling on hardware. It operates in Europe, the Middle East and Africa, the Americas and Asia-Pacific geographical markets. more »

LSE Price
147p
Change
-0.3%
Mkt Cap (£m)
43.5
P/E (fwd)
12.6
Yield (fwd)
3.6

Gresham Technologies Plc, formerly Gresham Computing plc, is a software and services company. The Company is engaged in specializing in real-time transaction control and enterprise data integrity solutions. Its segments include Clareti Solutions, which supplies cash management and payment solutions to the finance and banking markets across Asia Pacific, Europe, Middle East and Africa (EMEA) and North America, and Other Solutions, which supplies a range of solutions to enterprise level customers in a range of end markets. The Company's portfolio of applications based on the Clareti platform, including Clareti Transaction Control (CTC), Clareti Accounts Receivable Management (Clareti ARM) and Clareti Loan Control (CLC), provides solutions for real-time data management based on business-driven controls. The Company's Clareti software platform is designed to address, regulatory compliance, financial control, internal risk management, data management and regulatory compliance problems. more »

LSE Price
116.5p
Change
 
Mkt Cap (£m)
79.4
P/E (fwd)
60.9
Yield (fwd)
0.5



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


2 Posts on this Thread show/hide all

MrContrarian 2nd May 1 of 2
5

My morning smallcap tweet: Goslow gaming kit hit for ZYT

Pennant International (LON:PEN), IQE (LON:IQE), Best Of The Best (LON:BOTB), Zytronic (LON:ZYT), McBride (LON:MCB)

Pennant (PEN) the previously expected contract for £25-30m delayed, poss to as late as H2 2020. Implementing cost-reduction exercise in response to this new timeframe for contract award. Guides no material impact on market expectations for the current year.
IQE (IQE) The new Mega Foundry has received its first mass production order from its leading existing VCSEL customer. "VCSEL product qualifications are at advanced stages with more than ten other customers, two of which are expected to reach a successful conclusion over the next few weeks."
Best Of The Best (BOTB) guides FY profit ahead of market expectations and rev marginally ahead of market expectations.
Zytronic (ZYT) H1 trading poor. Guides rev £9.5m (£10.6m) and pretax £1.4m (£2.2m). Blames gaming orders much lower than anticipated. Cautious on FY.
McBride (MCB) warns FY modestly lower than market expectations. CEO will leave after successor found. He is thanked.

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andrea34l 2nd May 2 of 2
3

Sanderson (LON:SND) announces an acquisition, of Gould Hall Computer Services Limited for a maximum enterprise value of £3.17m. Gould provides software solutions to customers operating in the supply chain and distribution sectors. In March 2018 Gould Hall reported revenue of £3.03m with profit before tax £0.3m and net assets of £1.44 m including net cash balances of £0.79m.

I held Zytronic (LON:ZYT) ages ago and sold due to disappointing growth... and things have been stalling ever since; this announcement doesn't look good at all.

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