Morning all!
Gooch & Housego ( Gooch & Housego (LON:GHH) ) – 1432.5p – £351.2m – PER 25.7
AGM Trading Update – FY to be in-line with managements expectations with a typically higher H2 weighting. Order book up almost 50% (to £89.7m).
Still a lot to like here but with my limited knowledge of this company and it’s are of operation - I just can’t decide if it’s good value, fairly priced or expensive!
Hotel Chocolat ( Hotel Chocolat (LON:HOTC) ) – 325p – £366.7m – PER 32.6
Interim Results For The 6 Months To End December 2017 – Revenue up 15% to £71.7m (H1 FY17: £62.5m), PBT up 15% to £12.9m (H1 FY17: £11.2m), Net Cash of £18.3m (H1 FY17: £16.2m), EPS up 15% to 9.0p (H1 FY17: 7.8p). Interim dividend, for what it’s worth, is 0.6p.
I liken this to it’s products, well overpriced for what it is.
Bilby ( Bilby (LON:BILB) ) – 96.8p – £39.0m – PER 8.17
Trading Update – Revenue and profitability for the FY to March 2018 will be ahead of market expectations. Board is confident Bilby is well positioned for the years ahead.
Liking this enough to consider a position this morning – If I don’t get a decent entry I will put it on my Watchlist at 95p.
That’s about it from me this morning, all comments and input welcome.
Off to see that early morning Bilby reaction…
