I Read The News Today Oh Boy! 23-Oct-2018

Tuesday, Oct 23 2018 by
13

Morning all!

Bloombury Publishing ( Bloomsbury Publishing (LON:BMY) ) – 200p – £150.7m – PER 12.8

Unaudited Preliminary Results For The 6 Months To End August 2018 – Strong performance and on-track to achieve the Board’s FY expectations.

I hold here and continue to do so for now – Although I am considering selling out as this is looking perhaps reasonably priced.

1Spatial ( 1Spatial (LON:SPA) ) – 39p – £38.5m – PER 17,794

Interim Results For The 6 Months To End July 2018 – Confident of delivery FY in-line with expectations.

Perhaps a corner has been turned here but with in-line meaning a small Loss is still on the cards I remain Neutral.

McBride ( McBride (LON:MCB) ) – 139p – £253.7m – PER 9.13

AGM Trading Update – “In the absence of further near term raw material and packaging cost rises, the Board expects full year earnings to be in line with expectations”.

Remains on my Avoid list for now.

Nexus Infrastructure ( Nexus Infrastructure (LON:NEXS) ) – 180p – £68.6m – PER 8.82

Trading Update For The 12 Months To End September 2018 – Results will be in-line.

I held here and sold out earlier in the year after a bit of a profit warning. In-line suggest little change in EPS from last year but with a hefty load of Cash in the bank could become more interesting soon. Neutral with an eye out for updates.

Flowtech Fluidpower ( Flowtech Fluidpower (LON:FLO) ) – 114p – £69.4m – PER 7.13

Q3 Trading Update For The 9 Months To End September 2018 – Revenue up 54% and it seems the FY, without actually stating it, will be in-line. Or perhaps this is the fly in the ointment “Regarding the order for c.£1.5m to design, manufacture and supply hydraulic cylinders and power units to an appointed sub-contractor on the Thames Tideway project, reported last month, the Board is pleased to confirm that a return to positive progress has been made. A further update will be given in the full year trading update…

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Bloomsbury Publishing Plc is a global publisher. The Company is involved in the publication of books and other related services. The Company operates through four publishing divisions: Adult, Children's & Educational, Academic & Professional, and Information. These divisions derive their revenue from book publishing, sale of publishing and distribution rights, management and other publishing services. It specializes in the humanities and social sciences, and publishes over 1,000 books and digital services each year. The Company's digital products include Berg Fashion Library, Bloomsbury Collections, Bloomsbury Fashion Central, Churchill Archive and Drama Online. The Company's subsidiaries include A & C Black Limited, Bloomsbury Publishing Inc, Bloomsbury Information Limited, Bloomsbury Professional Limited, Bloomsbury Australia PTY Limited, The Continuum International Publishing Group Limited and Osprey Publishing Limited, among others. more »

LSE Price
236p
Change
3.5%
Mkt Cap (£m)
171.7
P/E (fwd)
13.5
Yield (fwd)
3.7

1Spatial plc is a holding company. The Company's principal activity is the development and sale of information technology software along with related consultancy and support. It operates through three segments: Geospatial, Cloud Services and Central costs. The Geospatial segment includes the core 1Spatial Group, including France and Belgium, and Laser Scan Inc. The Cloud Services segment is represented by Enables IT and its two smaller businesses: Avisen and Storage Fusion Limited, and its associate, Sitemap Limited. Its geospatial technology enables organizations to manage, validate, integrate and interpret spatial data from different sources. Its products and services include 1Integrate for ArcGIS, 1Spatial Cloud, 1Spatial Management Suite, Elyx Suite, FME, Geocortex, G-Cloud Services, consultancy, support and training. Its clients include national mapping and cadastral agencies, utility and telecommunications companies, and government departments, including census bureaus. more »

LSE Price
31p
Change
 
Mkt Cap (£m)
34.3
P/E (fwd)
32.9
Yield (fwd)
n/a

McBride plc is a provider of private label household and personal care products. The Company is engaged in developing, producing and supplying its products to retailers across Europe. Its segments include Household and Corporate. The Household segment consists of UK; North, including France, Belgium, Holland and Scandinavia; South, including Italy and Spain, and East, including Germany, Poland, Luxembourg and other Eastern Europe. The Company's brands include Surcare, Clean and Fresh, McBride Direct, Limelite and Ovenpride. Its Surcare product range includes Surcare Sensitive Capsules, Surcare Sensitive Non-Bio Powder, Surcare Sensitive Non-Bio Powder and Surcare Sensitive Fabric Conditioner. The Company operates approximately 18 manufacturing sites in over 12 countries. more »

LSE Price
78p
Change
1.0%
Mkt Cap (£m)
141.1
P/E (fwd)
6.0
Yield (fwd)
6.1



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


3 Posts on this Thread show/hide all

MrContrarian 23rd Oct '18 1 of 3
3

My morning smallcap tweet: Coral recovering after long dive.

Communisis (LON:CMS), Coral Products (LON:CRU)

Communisis (CMS) rec offer 71p, a 40% premium.
Coral Products (CRU) AGM stmt. "a very much improved performance" in first 5 months. Sales, gross margin, EBITDA and pretax already materially ahead of entire prior H1. No mention of mkt expectations.

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andrea34l 23rd Oct '18 2 of 3
2

I sold Bloomsbury Publishing (LON:BMY) at 231 and from a skim of the results don't see an urge to get involved again; the children's division seems to be propped up by J.K.Rowling, and even sales of Harry Potter are only solid at 5%

I was stupid enough to hold Flowtech Fluidpower (LON:FLO) despite poor momentum after positive trading updates before the warning, and so lost an amount when the warning came out. Once bitten....  :-(

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matylda 23rd Oct '18 3 of 3

In reply to post #410844

I sold out of Bloomsbury Publishing (LON:BMY) today as well as quite a few others!

Blog: Briefed Up
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