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

Wednesday, May 22 2019 by
14

Morning all!

Boku Inc ( Boku Inc (LON:BOKU) ) – 131p – £320m – PER 57

AGM Statement And Trading Update – 2019 in-line, will hit at least $52m in Revenue. There's also a new partnership and integration annouced today.

Having attended the presentation at Mello I bought in here. Not my usual purchase as it required faith in growth kicking in in 2 years time, this update and other 2 annoucements seem quite reassuring.

Medica Group ( Medica (LON:MGP) ) – 152p – £169m – PER 17.7

AGM Statement And Trading Update – 2019 started well, trading in-line, expects FY to be in-line. CEO replacement annouced, seems smooth and friendly.

Looks about fairly priced here (at best) based on the Stockopedia forecasts.

Volvere ( Volvere (LON:VLE) ) – 1125p – £35m – PER 16.4

Results For The 12 Months To End December 2018 – A steady ship – To quote the CEO "Group net assets at record £40.4m and £34.1m of cash. What is not to like" - NAV is £12.50.

I sold out here last wondering what they were going to do with the cash pile – Should have been more patient! 

As always, all comment most welcome!

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Boku, Inc. is a carrier billing company. The Company provides its services to both merchants and carriers. The Company offers Boku Checkout, which is built for Web-based merchants. Boku Checkout is a turnkey payment panel, which works in any browser and displays Pay by Mobile options from various mobile operators across the world. Merchants choosing the Company's service can integrate once and begin accepting payments from virtually any mobile phone in the world. The Company also offers Boku Direct, which enables merchants to integrate carrier billing functionality directly into their billing system. It allows the merchants to process payments using their own branded checkout flow for both one time or recurring payments. It allows customers to use their mobile number to authorize their payment. Its platform is used in various digital marketplaces, including Google Play Store, Sony PlayStation Store, Microsoft Windows Store, Facebook Application Center, and Spotify. more »

LSE Price
114p
Change
3.6%
Mkt Cap (£m)
269.7
P/E (fwd)
40.3
Yield (fwd)
n/a

Medica Group PLC is a United Kingdom-based company, which is engaged in the provision of teleradiology services. The Company offers an information technology (IT) platform that provides linkage between a hospital's radiology information system (RIS) and consultant radiologists who contract with the Company. The Company operates through Teleradiology reporting segment. The Company offers three services to hospital radiology departments: NightHawk, Routine cross-sectional (Routine CS) and Routine plain film (Routine PF). The Company's NightHawk service is an out of hours service to hospital emergency departments, offering always on support around the clock. NightHawk provides reporting on Computerized Tomography (CT) scans. Its Routine CS and Routine PF are both designed to assist hospitals in managing their daytime capacity and turnaround times. It provides Teleradiology services to NHS hospitals, private hospital groups and diagnostic imaging businesses. more »

LSE Price
115p
Change
-0.7%
Mkt Cap (£m)
128.6
P/E (fwd)
13.1
Yield (fwd)
2.3

Volvere plc is a holding company. The Company identifies and invests in undervalued and distressed businesses and securities, as well as businesses that are complementary to existing group companies. It operates through Food Manufacturing segment. Its food manufacturing segment consists of the Company's subsidiary, Shire Foods Limited (Shire), which is engaged in manufacturing frozen pies, pasties and other pastry products for retailers and food service customers. more »

LSE Price
1215p
Change
 
Mkt Cap (£m)
22.3
P/E (fwd)
n/a
Yield (fwd)
n/a



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


2 Posts on this Thread show/hide all

MrContrarian 22nd May 1 of 2
4

My morning smallcap tweet: Dull day

£C21, Zinc Media (LON:ZIN), Westminster (LON:WSG)

21st Century Technology (C21) -year contract renewal with Arriva UK Bus. No £££.
Zinc Media Group (ZIN) wins new commissions worth over £5m. Comprises two returning series and a new repeatable series. No period given but says "provides a solid start to the 2019/20 financial year".
Westminster Group (WSG) extends its onerous £2.245m convertible to 30 June 2020. Hopes to pay it sooner as it's now flexible. 15% PA and conversion price cranking down from 15p to 10p in 2020.

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andrea34l 22nd May 2 of 2
2

I think Medica (LON:MGP) get the prize for the most uninformative in-line trading update for a while - yes, things are in line, but there are no numbers at all, not even an indication in the increase in the number of radiologists.

There is an NAV-inline statement from Draper Esprit (LON:GROW) as well, with an update on a couple of investments and partial sale in Transferwise. I hold, personally I see god long term value... I just hope they don't announce another placing.

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