Morning all!

Bloomsbury Publishing ( Bloomsbury Publishing (LON:BMY) ) – 207p – £155.9m – PER 15.6

Results For The 12 Months To End February 2018 – Revenue up by 13% to £161.5m (2016/17: £142.6m), PBT up 10% to £13.2m (2016/17: £12.0m), above market expectations, proposed final dividend of 6.36p, 7.51p for the year, up 12% (2016/17: 6.7p per share), Diluted EPS up 10% to 13.92p (2016/17: 12.63p) - Strong autumn book list and acquisition of I. B. Tauris & Co. Ltd ("IBT") will mean performance for 2018/19 will be well ahead of our previous expectations.

With a breakout to a 5 year high this certainly looks even more interesting now. If I don’t take a position this week, will put it on the Watchlist, 200p, to keep an eye on it.

Renew Holdings ( Renew Holdings (LON:RNWH) ) – 400p – £301.1m – PER 10.9

Results For The 6 Months To End March 2018 – In-line.

Still looks OK but that’s about all - I will remain Neutral.

Topps Tiles ( Topps Tiles (LON:TPT) ) – 69p – £133.5m – PER 10.1

Results For The 6 Months To End March 2018 – LFL for the 7 weeks to 19 May 2018 down 0.2% (2017: decreased by 5.8%), expecting FY PBT to be within the current range of market expectations.

Improvement, LFL is down but not as much as a year ago and is it fair to guess FY PBT will be at the bottom of market expectations? The Dividend is attractive here but not attractive enough for me – Yet.

Epwin ( Epwin (LON:EPWN) ) – 80.55p – £115.1m – PER 7.38

AGM Statement – In-line.

Stockopedia still likes this (StockRank 94), but I will remain Neutral for now.

Stock Spirits ( Stock Spirits (LON:STCK) ) – 252p – £504.0m – PER 15.9

AGM Statement – In-line.

Part of me tells me this is expensive and part says this could go places – For now though I will remain Neutral.

As always, all comment most welcome!

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