I Read The News Today Oh Boy! 23-May-2019

Thursday, May 23 2019 by
13

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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Alliance Pharma plc is a United Kingdom-based specialty pharmaceutical company. The Company is engaged in acquisition, marketing and distribution of pharmaceutical products. The Company operates in various business areas, such as Hydromol, secondary care, community and consumer products, established products and international. The Company's therapeutic areas of focus include cardiovascular, central nervous system, child health, consumer health, dermatology, endocrinology, gastroenterology, obstetrics and gynecology, oral health, oncology, stoma care, toxicology and travel health. The Company's product categories include prescription only medicines, over the counter medications, medical devices, cosmetics and nutritional supplements. The Company's products include SkinSafe, Lift Plus, AbsorbaGel, DeoGel, LaVera, ClearWay, Gelclair, ImmuCyst 81mg, Hydromol, MacuShield, Lypsyl, Anbesol Adult Strength Gel, MolluDab and Ashton & Parsons Infants' Powders. more »

LSE Price
70p
Change
0.9%
Mkt Cap (£m)
360.3
P/E (fwd)
13.2
Yield (fwd)
2.4

Gateley (Holdings) Plc provides commercial legal services together with complementary non-legal services, including acting as independent trustees to pension schemes and also provides specialist tax incentive advice. Its segments are Banking and Financial Services, which is engaged in the provision of legal advice in respect of asset finance, banking and corporate recovery services; Corporate, which is engaged in the provision of legal advice in respect of corporate, family, private client and taxation services; Business Services, which is engaged in the provision of legal advice in respect of commercial, commercial dispute resolution, litigation, regulatory, shipping, transport and insurance services; Employees, Pensions and Benefits, which is engaged in the provision of legal advice in respect of employment and pension services, and Property, which is engaged in the provision of legal advice in respect of construction, planning, real estate and residential development services. more »

LSE Price
162p
Change
-1.2%
Mkt Cap (£m)
181.8
P/E (fwd)
11.5
Yield (fwd)
5.4

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
250p
Change
4.6%
Mkt Cap (£m)
318.3
P/E (fwd)
8.2
Yield (fwd)
4.4



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


3 Posts on this Thread show/hide all

MrContrarian 23rd May 1 of 3
1

My morning smallcap tweet: Stilo so slow

A & J Mucklow P L C (LON:MKLW), Stilo International (LON:STL)

A & J Mucklow (MKLW) rec offer worth 655.2 in cash (204p) and paper, a 20% premium. Offerer is Londonmetric Property (LMP).
Stilo International (STL) guides material drop in revenue and a loss in H1.

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andrea34l 23rd May 2 of 3
1

50:50 I didn't see much of interest this morning, especially in the smaller cap arena that most people are interested in here.

The AGM update from StatPro (LON:SOG) I find devoid of anything useful, it set out more their strategy than their performance.

Finals out from United Utilities (LON:UU.) look in-line; obviously a large-cap income co, giving me no capital growth but LOTS of dividends.

Results from Newriver Reit (LON:NRR) look slightly ahead, on an eps basis, though one cannot ignore the NAV reduction of 6.4% to 261p... though this is still well above the share price of 222ish. Dividend is maintained, which is probably prudent considering the retail environment... as well as the fact that the yield is staggering, anyway, at almost 10%. They also announce a 50:50 £60m JV.

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john652 23rd May 3 of 3
1

Tungsten (LON:TUNG) results look good at first read, executing on turnaround strategy seems to be working, directors buying shares in feb, maybe finally shaking off the Eddie Truell disaster, however....the ceo resigned last year with immediate effect, no explanation what so ever, and they are still looking for a CEO, hmm??

I still hold this worst performing share as a reminder to avoid story stocks, always, and avoid loss making companies, always, and try and stick to a mental stop, first two a lot easier!

As Graham says, If this makes a real true profit & real cash then it might become quite interesting as they do have solid IP and very imbedded technology with many ftse/s&p giants. If they can leverage this properly, as per their story/strategy it could pay off. Does any one have any insite to accounts payable/supplier payments/experience of the tungsten system?

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