Morning all!

Focusrite ( Focusrite (LON:TUNE) ) – 421.5p – £244.9m – PER 24.5

Results For The 12 Months To End August 2018 – Revenue up 13.7% (CC) to £75.1m, Adjusted Operating Profit up 22.6% with Adjusted Diluted EPS up 22.3% - The Total FY Dividend is up 22.2% and Net Cash stands at £22.8m (£14.2m last time).

Priced about right perhaps? I remain Neutral – Loads of Cash!

Accsys Technologies ( Accsys Technologies (LON:AXS) ) – 104.5p – £123.2m – PER n/a

Interim Results For The 6 Months To End September 2018 – Revenue up 10% or so and still making a loss.

Still continues to grow Revenue but the Profit is still lagging (or lacking, whichever you want). Seems to have enough Cash to see it through to profitability – But even the 2019 (Profit) forecast (on Revenue of £74.1m) is forecast as just £2m. Still not for me.

Bonmarche Holdings ( Bonmarche Holdings (LON:BON) ) – 81.4p – £40.7m – PER 8.27

Interim Results For The 6 Months To The 29th September 2018 – Revenue in-line with last year, LFL sales down -1%, on-line up 28.9% (12% of total sales (9% last year)). Profit and Net Cash are both down – The Interim Dividend is unchanged. FY to be in-line IF Black Friday and Christmas go well.

Still a mixed bag here but still a decent yield. Still a tough call to get involved especially if Black Friday and Christmas do not deliver - I remain Neutral.

CML Microsystems ( CML Microsystems (LON:CML) ) – 461p – £79.0m – PER 17.6

Results For The 6 Months To End September 2018 – Revenue down -6%, PBT up 2%, Basic EPS up 8%, Net Cash of £13.54m, the Interim Dividend will be 2p (same). Warns FY Revenue may miss but Profit should not.

I still don’t see the value here at present, I remain Neutral.

Eckoh ( Eckoh (LON:ECK) ) – 37.25p – £94.1m – PER 40.5

Unaudited Results For The 6 Months To End September 2018 – Revenue down -2% and…

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