Morning all!

Macfarlane ( Macfarlane (LON:MACF) ) – 102p – £160.7m – PER 14.3

Interim Results For The 6 Months To End June 2018 – Revenue up 14%, PBT up 39%, the Interim Dividend is up 8% and Diluted EPS is up 19%. Net Debt is also down from £14.7m to £11.1m with the Pension Deficit also down from £11.8m to £9.4m. Expects to hit FY expectations.

I am long here and I like these results, I will continue to hold for now.

D4t4 Solutions ( £D4T4 ) – 172.5p – £65.6m – PER 13.8

AGM Statement – Now Debt free and confident of delivering on FY expectations.

This is looking quite tempting and if I don’t take an opening position this week I will add it to my Watchlist.

Fulham Shore ( Fulham Shore (LON:FUL) ) – 11.35p – £64.9m – PER 147.4

AGM Statement And Trading Update (1st 21 Weeks Of The Financial Year) – Not particularly useful, Revenue up (no numbers).

No much here to get me off the side-lines, I remain Neutral.

Sopheon ( Sopheon (LON:SPE) ) – 940p – £95.2m – PER 23.7

Results For The 6 Months To End June 2018 – Revenue up 27% and PBT up 62% with FY Revenue visibility at $27.2m ($20.3m last time). Diluted EPS is up over 30% (from 18c to 25c) and there’s a 2.5p Maiden Dividend. Trading comfortably in-line.

Still tempted here, it’s on my Watchlist (stupidly since 367p in January 2018).

As always, all comment most welcome!

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