I Read The News Today Oh Boy! 21-Mar-2019

Thursday, Mar 21 2019 by
10

Morning all!

Cello ( Cello Health (LON:CLL) ) – 124p – £130m – PER 14

Results For The 12 Months To End December 2018 – Revenue up 2.3%, PBT up 6.4%, EPS 13.7% and the Dividend is up 10%.

I keep saying this “Seems like an OK company but there’s not enough here to make me want to invest at present” – Don't see much reason to change that view.

LoopUp ( LoopUp (LON:LOOP) ) – 367p – £202m – PER 26

Results For The 12 Months To End December 2018 – Revenue up 96%, Adjusted Operating Profit up 521% (to £4.5m), Adjusted Diluted EPS up 111% to 9.3p. Net Debt is £10.6m.

I will be looking for updated Broker notes here today – Seems to be heading in the right direction.

Portmeirion ( Portmeirion (LON:PMP) ) – 1037p – £113m – PER 14

Results For The 12 Months To End December 2018 – Revenue up 5.7%, PBT up 10.1%, Basic EPS up 10.8% with the Dividend up 8.2%. Net Cash is up from £1.6m to £2.3m and Operating Margin is up from 10.7% to 11%. Current trading is in-line.

Looks like a steady ship – Will probably do a little more analysis here as looks like a reasonable growth with income opportunity.

Sopheon ( Sopheon (LON:SPE) ) – 1147p – £116m – PER 27

Results For The 12 Months To End December 2018 – Comfortably in-line with upgraded market expectations with Net Cash rising to $16.7m (from $9.5m) and the Dividend up from 2.5p to 3.25p. Order book ahead of last year.

Will probably never stop kicking myself for not paying up here sub 400p (not that long ago) but I still reckon it’s overvalued now at these levels.

Strix ( Strix (LON:KETL) ) – 167p – £317m – PER 11.2

Results For The 12 Months To End December 2018 – Revenue up 4.5% (CC), PBT up 3.2%, Net Debt at £27.5m (£45.9m last time), Basic EPS up 2.8% with the Final Dividend up 147% (FY 7p, up 141%).

Growth wise, I still…

Unlock this article instantly by logging into your account

Don’t have an account? Register for free and we’ll get out your way

Disclaimer:  

As per our Terms of Use, Stockopedia is a financial news & data site, discussion forum and content aggregator. Our site should be used for educational & informational purposes only. We do not provide investment advice, recommendations or views as to whether an investment or strategy is suited to the investment needs of a specific individual. You should make your own decisions and seek independent professional advice before doing so. The author may own shares in any companies discussed, all opinions are his/her own & are general/impersonal. Remember: Shares can go down as well as up. Past performance is not a guide to future performance & investors may not get back the amount invested.


Do you like this Post?
Yes
No
10 thumbs up
0 thumbs down
Share this post with friends



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
133p
Change
 
Mkt Cap (£m)
139.3
P/E (fwd)
14.6
Yield (fwd)
3.1

LoopUp Group plc, formerly LoopUp Group Limited, is a software-as-a-service provider of remote meetings. The Company's product, LoopUp, is designed to eliminate frustrations associated with conference calls and deliver a remote meeting experience for mainstream business users. For hosts, the LoopUp meeting includes ability to create a meeting invite directly from Microsoft Outlook in over two clicks; a call start alert to their desktop and mobile/tablet devices as soon as their first invited guest joins the meeting; ability to identify who has the distracting background noise and mute their line, and ability to allow other guests to share their screen at the host's discretion. For guests, the LoopUp meeting includes clicking-to-join the meeting from a link in the invite, entering their name and phone number and LoopUp calls out to them. LoopUp plans include outlook integration, and one-click screen-sharing. Its data centers are located in London, Chicago, Hong Kong and Sydney. more »

LSE Price
325p
Change
4.8%
Mkt Cap (£m)
179.2
P/E (fwd)
27.2
Yield (fwd)
n/a

Portmeirion Group PLC is a United Kingdom-based company, which is engaged in providing ceramic tableware, cookware, giftware and tabletop accessories. The Company has five brands: Portmeirion, Spode, Royal Worcester, Pimpernel and Wax Lyrical. The Company's segments include UK and US operations. Portmeirion offers tableware and gifts with collections, such as Sophie Conran for Portmeirion and Ted Baker collection. Spode brand includes Blue Italian, Blue Room and Christmas Tree. Royal Worcester is engaged in providing porcelain tableware and cookware collections. Pimpernel provides placemats, coasters, trays and accessories. Pimpernel also includes Wrendale Designs collection, which includes placemats, coasters, trays, ceramic and melamine gift sets. Wax Lyrical offers fragranced candles and reed diffusers. The Company caters to markets, such as United States, the United Kingdom, South Korea, India, Taiwan and Thailand. more »

LSE Price
1175p
Change
0.4%
Mkt Cap (£m)
124.9
P/E (fwd)
15.0
Yield (fwd)
3.4



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


1 Post on this Thread show/hide all

MrContrarian 21st Mar 1 of 1
1

My morning smallcap tweet: No bouquet for Wynnstay

Wynnstay (LON:WYN), Chemring (LON:CHG), PV Crystalox Solar (LON:PVCS), GAME Digital (LON:GMD), LoopUp (LON:LOOP)

Wynnstay Group (WYN) guides FY substantially below current market expectations after weak H1. Blames warm winer and low farmgate prices.
Chemring Group (CHG) AGM: expects FY in line but a more significant H2 weighting.
PV Crystalox Solar (PVCS) FY results. Will return £38.5 = 24p/sh. Net cash €54m = £46.7m "Any further possible cash return will be strongly dependent on developments in the German business and the decisions taken on the Group's listing." I hold.
Game Digital (GMD) H1 good with adj EPS yp 53% to 9.8p. No div. Outlook not super clear: "We believe there will be ongoing economic uncertainty and market headwinds which are expected to affect the performance of the Group in the near term, however we remain confident in the longer term growth prospects of the Group."
Loopup Group (LOOP) FY rev up 96%, adj EPS up 111%, 'well ahead of market expectations'.

| Link | Share

Please subscribe to submit a comment






Stock Picking Tutorial Centre



Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis