Morning all!

Alliance Pharma ( Alliance Pharma (LON:APH) ) – 79p – £405m – PER 15

AGM Statement – FY trading in-line.

I still see no value here at present.

Gateley ( Gateley Holdings (LON:GTLY) ) – 170p – £188m – PER 12.3

Trading Update For The 12 Months To End April 2019 – H2 strong, FY to be in-line.

Some value here perhaps but I consider it a potential for yield rather than growth.

Henry Boot ( Henry Boot (LON:BOOT) ) – 254p – £339m – PER 8.8

AGM Statement And Trading Update – FY in-line but cautious sounding.

Looks cheap but I am not tempted as growth looks rather pedestrian.

Hollywood Bowl ( Hollywood Bowl (LON:BOWL) ) – 226p – £340m – PER 16.1

Interim Results For The 6 Months To End March 2019 – Revenue up 5.3% (0.4% LFL), PBT up 12.5%, EPS up 13.6%, Interim Dividend up 11.8% and Net Debt is down from £7.2m to £5.3m. FY on track.

This looks quite good but I don't see much value on a PER of 15+ here.

HSS Hire ( HSS Hire (LON:HSS) ) – 36p – £60m – PER 17.1

Q1 Results (To End March 2019)  –  Expects FY EBITDA to be in-line with market expectations.

The Net Debt here just makes this uninvestible for me and why EBITDA here and not real profit?

S & U ( S&U (LON:SUS) ) – 2220p – £267m – PER 8.8

Trading Update For The Period From 1st February To 22nd May 2019 – Seems positive enough but no reference to FY expectations.

I still quite like this but the sector and Net Debt keep me away at present.

StatPro ( StatPro (LON:SOG) ) – 132p – £87m – PER 15

AGM Statement And Trading Update – FY remains in-line with expectations.

I reckon this is fairly valued (on a 2 Year view) around the 125p price…

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