I Read The News Today Oh Boy! 23-Nov-2017

Thursday, Nov 23 2017 by
14

Morning All!

Netcall ( Netcall (LON:NET) ) – 41p – £61m – PER 18.9

AGM Statement – “The Group has experienced robust trading in the first few months of the financial year”. A Bullish statement but nothing regarding in-line/above/exceed/ahead of – That’s a pity, maybe those attending the meeting will ask!

Doesn’t look too bad - Operating Margin and ROCE are decent and there’s Net Cash (about 20% of Mkt Cap). I would need to await results for actual numbers to form an investment decision of some sort. I guess the price action after the meeting might help, assuming the right questions are asked.

Mothercare ( Mothercare (LON:MTC) ) – 83.5p – £138.8m – PER 7.32

Interim Results For The 28 Week Period To 7th October 2017 – “Continued transformation of the brand, converting into positive UK like-for-likes set against a challenging consumer backdrop” – Doesn’t exactly seem transformational to me.

I just can’t get interested here. Still too many negatives even though online sales are up 57% and now make up 42% of Revenue. I just see people in the future using a collective market (Amazon) than a specific one – It’s usually cheaper and delivery can be within 2 hours.

Hogg Robinson ( Hogg Robinson (LON:HRG) ) – 76.63p – £249.6m – PER 11.3

Interim Results For The 6 Months To End September 2017 – The Chief Exec is “delighted to see early and positive results from our new strategy for growth” – Revenue down 5%, PBT down 10% and EPS down 6%.

Happy not to take part in this “growth strategy” where confidence is so high the Interim Dividend has been raised a whopping 6%. On a positive note the Pension Deficit is down to 10% to £243.5m which means its now actually less than 100% of the current Mkt Cap!

Majestic Wine ( Majestic Wine (LON:WINE) ) – 383.25p – £272.8m – PER 19.5

Results For The 6 Months To 2nd October 2017 – “Ready to accelerate growth” - Adjusted PBT up £6.7m to £6.8m from breakeven in H1 2017, Sales up 4.2% and on track to hit £500m by 2019.…

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Netcall PLC is a United Kingdom-based company, which designs, develops and markets communication, workforce management and business process management (BPM) software and services to the healthcare, public and private sectors. The Company provides corporate solutions, health solutions and public solutions. The Company's corporate solutions include multichannel contact center, workforce optimization, customer self-service and proactive outbound applications. The Company's health solutions include patient self-service, appointment management cycle, and resource management and work optimization. The Company's public solutions include case, record and document management, and customer service. The Company offers platforms, such as corporate liberty platform, public liberty platform and health liberty platform. The Company also provides deployment services, including on premise, cloud and hybrid; professional services, including training, and support services, including SolutionCare. more »

LSE Price
30.1p
Change
 
Mkt Cap (£m)
43.1
P/E (fwd)
33.4
Yield (fwd)
0.7

Mothercare plc is a retailer for parents and young children. The principal activity of the Company is to operate as a specialist omni-channel retailer, franchisor and wholesaler of products for mothers-to-be, babies and children under the Mothercare and Early Learning Centre brands. The Company's operating segments include the UK business and the International business. The UK business segment includes the United Kingdom store and wholesale operations, catalogue and Web sales. The International business segment includes the Company's franchise and wholesale revenues outside the United Kingdom. Its clothing and footwear product includes ranges for babies, children and maternity wear; home and travel includes pushchairs, car seats, furniture, bedding, feeding and bathing equipment, and toys are mainly for babies. It operates in the United Kingdom through its stores and direct business, and across the world in over 60 countries through its international network. more »

LSE Price
13.9p
Change
-0.4%
Mkt Cap (£m)
47.7
P/E (fwd)
n/a
Yield (fwd)
n/a

Hogg Robinson Group plc is a United Kingdom-based holding company. The Company is an international corporate services company, which provides cloud-based software to help clients in travel, expense, payments and data management. It has two core activities: Travel Management, which is analyzed into three geographic segments, including Fraedom Travel, and Technology, which includes the Fraedom Payments and Expense operations. The Company is an international business-to-business (B2B) service company. The Company has three geographical corporate travel segments: Europe, North America and Asia Pacific. The Company's subsidiaries are engaged in the holding and financing, Technology, Travel Management and Support services. The Company's subsidiaries include HRG Debtco Limited, Farnborough Limited, Hogg Robinson plc, Hogg Robinson (Travel) Limited, Hogg Robinson Money Matters Limited, Farnborough Finance (2007) Limited, Fraedom Holdings Limited, Fraedom UK Limited and Wilson Albany Limited. more »

LSE Price
120.5p
Change
 
Mkt Cap (£m)
n/a
P/E (fwd)
n/a
Yield (fwd)
n/a



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


1 Post on this Thread show/hide all

MrContrarian 23rd Nov '17 1 of 1
3

My morning smallcap tweet:

Mountfield (LON:MOGP), Telit Communications (LON:TCM), Trader Media East (LON:TME)

Mountfield Group (MOGP) H1 trading. Net profit likely to exceed H1 and H2 2016. It won a number of contracts in H2 which are expected to be completed in 2018 so it will enter 2018 on a stronger basis than 2017. In line? Don't say. No f/c in mkt.
Telit Communications (TCM) warns FY adj EBITDA materially below previous guidance. Richard Kilsby (ex chmn of 88*). confirmed as chmn. Yosi Fait made permanent CEO. ""We are aware of the concerns raised regarding share trading undertaken by Yosi Fait in July 2017. We have absolute confidence in his integrity and believe, having examined the share trading with the assistance of external legal advice, on this basis that it was lawful."
Trader Media East (TME) Indirect subsidiary Pronto Media Holding (PMH) will close its digital operations. "As of 30.09.2017, TME has 5,8M-USD total consolidated revenue, with a net consolidated loss of 19.6M-USD, of which the major part of TME's losses occurred due the operations of PMH."

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