Morning all!

Cake Box Holdings ( Cake Box Holdings (LON:CBOX) ) – 167p – £67m – PER 16.3

Results For The 12 Months To End March 2019 – Revenue up 33% (from £12.7m to £16.9m), PBT up 14% (from £3.3m to £3.8m), Cash up 23% (from £2.5m to £3.1m), Adjusted EPS up 14% to 7.9p and the Final Dividend is up 50%. Pleased with current trading, strong pipeline, target is 2 new stores a month.

Still reckon there's value here, perhaps – Just wondering if they can keep up this momentum when the majority of the rest of the high street is mostly struggling!

CentralNic ( CentralNic (LON:CNIC) ) – 63p – £113m – PER 14.2

Trading Update And Bond Issue – 50m Euro Bond issued (Euribor +7% p/a) – FY to be ahead of market consensus.

Could be value here I am going to do a bit more research.

Porvair ( Porvair (LON:PRV) ) – 564p – £259m – PER 22.2

Results For The 6 Months To End May 2019 – Revenue up 21%, PBT up 41%, Adjusted Basic EPS up 36%, Net Cash up from £2.2m to £3.2m and the Interum Dividend is up 6%. H2 Order books robust and prospects are encouraging.

Would like to see updated Broker notes here in relation to next years growth forecasts as they are single digit at present, which rather puts me off.

Spectra Systems ( Spectra Systems (LON:SPSY) ) – 137p – £63m – PER 19.2

AGM – Lack Of Quorum – Never seen this before.

I have never seen this before and have no idea of the implications. 

As always, all comment most welcome!

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