Morning All!

Solid State ( Solid State (LON:SOLI) ) – 382.5p – £33.6m – PER 12.2

Interim Results For The 6 Months To End September 2017 – Revenue up 12% but PBT and EPS down 20%, £1.6m and 16.1p respectively. The open order book is £20.1m, up 38% on last year.

I quite like this and thought it was worth a closer look around the 400p level. For now though I am more tempted to wait and see an improvement in that Operating Margin.

CML Microsystems ( CML Microsystems (LON:CML) ) – 547.5p – £89.1m – PER 22.3

Interim Results For The 6 Months To End September 2017 – Revenues up 23% to £16.02m, PBT up 19% to £2.31m, Net cash of £12.72m and introducing a maiden interim dividend of 2.0p per ordinary share. Confident of meeting expectations for the full year.

Quite like the look of this – Any dip to the 400p level again and I will be more interested.

Focusrite ( Focusrite (LON:TUNE) ) – 302.5p – £179.5m – PER 20.7

Final Results For The Year To End August 2017 - Revenue up 13% (CC) to £66.1m (£54.3m last time), PBT up 33.5% to £9.5m (£7.1m last time), Adjusted EPS up 29.8% to 14.8p, Net Cash of £14.2m (£5.6m last time) and Dividends for the year are up 38% to 2.7p.

Although this update looks like just above expectations, there’s a lot to like here.

Stride Gaming ( Stride Gaming (LON:STR) ) – 256p – £184.5m – PER 12.5

Audited Results For The Year To End August 2017 – “A transformational Year driven by strong growth in Real Money Gaming” – I can’t work out from this report if this is a good update or not, it’s just so confusing.

This is in the “too hard for me” pile for now.

Severfield ( Severfield (LON:SFR) ) – 64.5p – £202.6m – PER 10.5

Interim Results For The Period To End September 2017 – Revenue up 16% to £137.1m, PBT up 59% to £12.8m, Interim dividend up 29%, Order book up 10%…

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