Morning all!
Cambria Automobiles ( Cambria Automobiles (LON:CAMB) ) – 53p – £53m – PER 6.75
Audited Preliminary Results For The 12 Months To End August 2018 – Revenue down -2.2% to £630m, Underlying PBT down -13.3% to £9.8m, Underlying EPS down -14.7% to 7.84p – The Dividend is maintained at 1p.
Still Neutral here although with a NAV of £56.6m there’s some decent downside protection here.
Alpha Financial Markets Consulting ( Alpha Financial Markets Consulting (LON:AFM) ) – 209.5p – £212.6m – PER 17.0
Interim Results For The 6 Months To End September 2018 – Revenue up 35%, Adjusted Operating Profit up 45%, EPS up over 20%, the Interim Dividend is up 30% or so – Net Cash of £10.6m. Expects FY to be slightly ahead of expectations.
I am Neutral here but could be tempted at this level – I will keep an eye out for upgrades here.
Creightons ( Creightons (LON:CRL) ) – 27p – £16.8m – PER 14.3
Results For The 12 Months To End September 2018 – Revenue up 33.5%, PBT up 44.4%, Diluted EPS up 65.1%.
Looks very tempting and I retain coverage as I started when it was above my usual £30m Market Cap limit. I remain Neutral but will keep an eye out here for further progress.
Liontrust Asset Management ( Liontrust Asset Management (LON:LIO) ) – 618p – £312.4m – PER 12.3
Results For The 6 Months To End September 2018 – Net inflows of £723m (£178m last time), although AuM is down from £12bn (30 September) to £11.5bn (19 November). Adjusted PBT up 21% and the Dividend is up 40%.
This popped on my Tech Screen a while ago and looks quite interesting. I am Neutral but will look into this a little more.
Finsbury Food ( Finsbury Food (LON:FIF) ) – 113p – £147.3m – PER 10.2
AGM Statement – Cautious enough but expects to be in-line.
Same as last time for me here “Still not enough here to get me interested – I remain Neutral”.
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