I Read The News Today Oh Boy! 24-Jul-2018

Tuesday, Jul 24 2018 by
14

Morning all!

Fulham Shore ( Fulham Shore (LON:FUL) ) – 10.15p – £58.0m – PER 14.5

Results For The 12 Months To 25th March 2018 – This looks like a miss with Revenue below forecasts (on Stockopedia) and a small Loss rather than a small Profit.

Not sure we’ve seen the bottom here yet, I remain on the side-lines.

Centaur Media ( Centaur Media (LON:CAU) ) – 48.35p – £69.8m – PER 13.5

Interim Results For The 6 Months To End June 2018 – Expects to meet FY earnings growth. Revenue is up here 14.5% and there’s a Profit (+£0.5m) versus a Loss of -£0.9m last time.

Based on these results and the figures I am looking at on Stockopedia right now I have no idea about this. With sideways price action I will just be lazy and remain Neutral for now.

Gresham Technologies ( Gresham Technologies (LON:GHT) ) – 157.5p – £106.7m – PER 23.1

Results For The 6 Months To End June 2018 – Confirmation that Revenue is down 5% and EBITDA is down a whopping 80% - Expecting a strong H2 (yeah right!).

Nothing to do but remain Neutral here – I do wonder who is paying up here on a PER of 20+.

Huntsworth ( Huntsworth (LON:HNT) ) – 132.5p – £438.9m – PER 18.1

Interim Results For The 6 Months To End June 2018 – Revenue up 8% to £102.2m with PBT up 9% to £11m, EPS is up 11% and the Interim Dividend is up 27%.

I am Long here and would have liked to have seen a little more progress than this. Quite wary that of this statement “Board remains confident in the full year outcome” as it does not mention expectations at all. The Dividend increase seems like a sweetener here and although I am Long I will keep a close eye on the market reaction here this morning and the days ahead.

Science ( Science (LON:SAG) ) – 240p – £96.0m – PER 15.8

Interim Results For The 6 Months To End June 2018

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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
30.5p
Change
 
Mkt Cap (£m)
43.7
P/E (fwd)
33.9
Yield (fwd)
0.7

Centaur Media PLC is a United Kingdom-based company that provides business information and specialist consultancy. The Company’s divisions include Xeim and The Lawyer. The Xeim division operates various brands including Econsultancy, Marketing Week, Festival of Marketing, MarketMakers, Creative Review, Influencer Intelligence, Fashion & Beauty Monitor and Oystercatchers. The Lawyer division includes market reports, research services, events and training. more »

LSE Price
47p
Change
 
Mkt Cap (£m)
67.9
P/E (fwd)
17.6
Yield (fwd)
6.4

XLMedia PLC is the United Kingdom-based online performance marketing company. The Company focuses on paying users from multiple online and mobile channels and directs them to online businesses who, in turn, convert such traffic into paying customers. The Company's segments include Publishing, Media and Partners Network. The Company owns over 2,000 informational Websites in approximately 20 languages. Its Media division acquires online and mobile advertising targeted at online traffic with the objective of directing it to its customers. It buys advertising space on search engines, Websites, mobile and social networks and places advertisement referring users to its customers Websites or to its own Websites. It manages marketing partners, whose role is to direct online traffic to its customers. Its partner program enables affiliates to have a single point of contact for directing traffic. more »

LSE Price
80.6p
Change
0.8%
Mkt Cap (£m)
165.4
P/E (fwd)
7.6
Yield (fwd)
6.5



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


2 Posts on this Thread show/hide all

MrContrarian 24th Jul '18 1 of 2
5

My morning smallcap tweet: Broker choker.

Cambian (LON:CMBN), IQE (LON:IQE), Cenkos Securities (LON:CNKS), Bioquell (LON:BQE), Ebiquity (LON:EBQ), Gresham Technologies (LON:GHT), Countrywide (LON:CWD), Fulham Shore (LON:FUL)

Cambian (CMBN) CareTech reduces offer to 201.5p (0.267 new CareTech shares and 100p) or 190p cash.
IQE (IQE) has renegotiated its long-term supply contract with a premier tier one customer for the supply of wafer products used in wireless applications.,Larger range of products covered and increased the overall IQE share of the customers’ epiwafer requirements . Worth ~$60m through to September 2019.
Cenkos Securities (CNKS) warns FY revenue expected to be materially below 2017. Blames market volatility in Q1. Q2 has slowly improved, although several transactions completed a month late. Expect H2 to be stronger than H1. No F/C.
Bioquell (BQE) H1 pretax up 41%. Guides FY profit above current market expectations.
Ebiquity (EBQ) warns on FY. Blames uncertainty arising from the UK Competition and Markets Authority investigation into the planned disposal of the Intel segment. H1 Intel LFL -9%. Investigation formally due to complete by December 2018.
Gresham Tech (GHT) H1 rev down 5%. Clareti new licence sales in Q2 lower than expected due primarily to the delay of some new contracts into H2. Outlook - lot of words "We will continue to closely manage our non-Clareti installed base, and whilst we expect to see a continued decline in our legacy software fees, we expect this to be broadly offset by an increase in lower margin sub-contracting revenues on a full year basis. The Group will continue to manage its cost base carefully with modest investment in the second half of 2018 focused on revenue generating functions...I am confident we are on a positive track..." A warning then I think.
Countrywide (CWD) H1 trading: adj EBITDA slightly better than guidance. Still guides FY in line. Will announce H1 and refinancing by 2 Aug.
Fulham Shore (FUL) FY up 35%. Adj pretax £3.5m (4.8m). Q1 encouraging. Confident that the Group will continue to perform well.

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Beginner 24th Jul '18 2 of 2
1

Announcement at 1627. Walker Greenbank (LON:WGB) profits before tax to miss by c12%. Price down by 22% on the day, in the closing three minutes!!

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