I Read The News Today Oh Boy! 22-Mar-2019

Friday, Mar 22 2019 by
9

Morning all!

Henry Boot ( Henry Boot (LON:BOOT) ) – 260p – £346m – PER 9.5

Results For The 12 Months To End December 2018 – Revenue down slightly, PBT down -10% or so, EPS the same. The FY Dividend is up 13%, NAV up 12% (to 227p), Net Debt down from £29m to £18.4m.

I remain uninterested here at present.

KCOM ( KCOM (LON:KCOM) ) – 70p – £361m – PER 21

Trading Update – FY Trading and Net Debt expectations remain in-line, Final Dividend to be no less than 2p.

On a PER of 20+ with growth forecast to fall in 2019E and again in 2020E I have no interest here – Remains on my Avoid list for now. 

As always, all comment most welcome!

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Henry Boot PLC is a land development, property investment and development, and construction company. The Company sources and acquires land; promotes planning consents; acquires, develops, manages or sells investment properties and service constructors with plant; runs its Private Finance Initiative (PFI) project, and refurbishes and constructs buildings. Its segments include Property Investment and Development, which includes property investment and development and trading activities; Land Development, which includes land management, development and trading activities, and Construction, which includes its PFI company, plant hire and regeneration activities. Its subsidiaries include Hallam Land Management Limited, Henry Boot Developments Limited, Stonebridge Projects Limited, Henry Boot Construction Limited, Banner Plant Limited and Road Link (A69) Limited. more »

LSE Price
260.5p
Change
 
Mkt Cap (£m)
344.8
P/E (fwd)
8.9
Yield (fwd)
3.9

KCOM Group PLC is engaged in providing information technology (IT) and communications services. The Company's segments include Enterprise, Hull and East Yorkshire and National Network Services. The Enterprise segment is engaged in providing IT and integration services, including cloud-based infrastructure and contact and collaboration solutions, to the United Kingdom-based public and private sector organizations. The Hull and East Yorkshire segment is engaged in providing communication services, including broadband and telephony services for consumers and businesses within Hull and East Yorkshire. The National Network Services segment is engaged in providing connectivity-based services to national organizations in both direct and indirect market. more »

LSE Price
97.6p
Change
 
Mkt Cap (£m)
504.2
P/E (fwd)
31.5
Yield (fwd)
3.1



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


3 Posts on this Thread show/hide all

MrContrarian 22nd Mar 1 of 3
1

My morning smallcap tweet: Friday sees Robinson crew so confident

Robinson (LON:RBN)

Robinson (RBN) FY rev up 10% to £32.8m vs F/C £32.2m. EPS 4.2p vs adj F/C 4.8p (comparable?). Outlook: "we feel the business is in a much stronger position to face the challenges in front of us and we expect to achieve double-digit sales growth again in 2019. We also expect a marked step-up in profitability, ahead of market expectations, arising from our "Strategy into Action" program."

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andrea34l 22nd Mar 2 of 3
3

I think it is fair to say that KCOM (LON:KCOM) has been a perpetual disappointment since it floated decades ago!

The statement "We anticipate that 2019 will be a challenging year, as the UK real estate sector adapts to the marketplace following the UK's decision to leave the EU" early on in the final results of Henry Boot (LON:BOOT) provides little incentive to invest... never mind the dull numbers.

Have a nice weekend, thanks for the detailed write ups this week.

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matylda 22nd Mar 3 of 3
1

In reply to post #460818

Likewise - Thanks as always for your comment.

Blog: Briefed Up
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