I Read The News Today Oh Boy! 20-Feb-2018

Tuesday, Feb 20 2018 by

Morning all!

Apologies for the late post, issues logging in this morning - Now resolved.

Lighthouse Group ( Lighthouse (LON:LGT) ) – 24p – £31.4m – PER 16.0

Final Results For The 12 Months To End December 2017 – Revenues up 13% to £54m (2016: £48m), PBT up 32% to £2.5m (2016: £1.9m) and the combined annual Dividend will be 55% higher than 2016.

Quite liking this, it’s going on my Watchlist, 22p, for now.

Synectics ( Synectics (LON:SNX) ) – 200p – £35.6m – PER 10.6

Results For The 12 Months To End November 2017 – In-line with expectations, R&D spend this year means expectations are broadly flat. A bit of a The Good, The Bad and The Ugly update for me. PBT, EPS and Dividend being the Good, the flat Revenue and Year End Order Book being the Bad and the outlook being the Ugly!

I just think there’s better companies out there to be investing in than this, Neutral for now.

Tristel ( Tristel (LON:TSTL) ) – 275p – £118.2m – PER 30.6

Unaudited Interim Results For The 6 Months To End December 2017 – Revenue up 10% (28% overseas, UK flat) to £10.7m (2016: £9.7m), PBT (before share-based payments) up 18% to £2m (2016: £1.7m), EPS (before share-based payments) up 21% to 4.0p (2016: 3.3p), the Interim dividend is set at 1.6p per share (2016: 1.4p), up 14% and there’s Cash of £4.9m (2016: £3.9m).

Would still like to see a little more here for a PER of 30+.

Tracsis ( Tracsis (LON:TRCS) ) – 500p – £137m – PER 20.5

Trading Update For The 6 Months To End January 2018 – In-line, Cash strong at £18.5m.

Still thinking this is probably about fairly priced here.

A great day to you all!


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Lighthouse Group plc is a diverse financial advice firm in the United Kingdom. The Company's principal activities are the provision of financial advice to retail and corporate customers, and regulatory authorization to financial advisors operating from locations across the United Kingdom. The Company operates through three segments, which include National, Network and Wealth management. The National segment operates under the Lighthouse Financial Advice brand. The Network segment operates under the Lighthouse Advisory Services brand. The Company's Wealth management segment operates under the LighthouseCarrwood, LighthouseWealth and Lighthouse Group Employee Benefits brands. The Company's subsidiary, Lighthouse Advisory Services Limited (LASER) authorizes the Company's advisors, including those in the national and wealth management operating segments. Its subsidiaries also include LighthouseCarrwood Limited, Falcon Financial Advice Limited and Lighthouse Corporate Services Limited. more »

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Synectics plc is a United Kingdom-based company that designs, delivers and manages integrated security and surveillance systems for security environments. The Company operates through two divisions: Systems, and Integration and Managed Services (IMS). The Systems division provides specialist electronic surveillance systems based on its technology to customers in oil and gas operations, gaming, infrastructure protection, high security and public spaces. The IMS division supplies products and technology from its Systems division. The IMS focuses on delivering end-to-end, security and surveillance solutions, specialist mobile systems for transport operators, as well as service-led solutions for the management of facilities and security services. The Company primarily works across oil and gas, gaming, transport and infrastructure, and high security and public space sectors. It offers Synergy 3, which a command and control software platform for security. more »

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Tristel Plc is a United Kingdom-based manufacturer of infection prevention and contamination control products. The Company's technology is a chlorine dioxide formulation. The Company operates through three segments: Human Healthcare, Animal Healthcare and Contamination Control. The Human Healthcare segment is engaged in the manufacture, development and sale of infection control and hygiene products, which include products that are used primarily for infection control in hospitals. The segments products are marketed under the brand, Tristel. The Animal Healthcare segment relates to manufacture and sale of disinfection and cleaning products into veterinary and animal welfare sectors. The segments products are marketed under the brand, Anistel. The Contamination Control segment addresses the pharmaceutical and personal care product manufacturing industries. The segments products are marketed under the brand, Crystel. Its manufacturing facility is located in Newmarket, Cambridgeshire. more »

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

1 Post on this Thread show/hide all

andrea34l 20th Feb '18 1 of 1

Very much agree re Tristel (LON:TSTL), how can a PER of 30 be justified with eps up only 21% and revenue also up only 10%?!? Perhaps this is another share with future promise... with an expectation of a huge uplift once their sales materialise in America...?

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