I Read The News Today Oh Boy! 26-Mar-2019

Tuesday, Mar 26 2019 by

Report will be out later today as some fecker has had it away with my car during the night :(

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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 »

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Michelmersh Brick Holdings Plc is a United Kingdom-based company, which is engaged in the manufacture of clay bricks, tiles and pavers. The principal activity of the Company is the management and administration of its subsidiary companies. The Company's segments are Building materials and Landfill. The Company's Building materials segment is engaged in the manufacture of bricks, tiles and building products being principally facing bricks and clay paviors at Blockleys, which is based in Telford, Shropshire; Charnwood, which is based in Shepshed, Leicestershire; Freshfield Lane, which is based in Danehill, West Sussex, and Michelmersh, which is based in Romsey, Hampshire. The Company's Landfill segment is engaged in landfill operations, through New Acres Limited, which is based in Telford, Shropshire. The Company's brands include Blockleys, Charnwood, Freshfield Lane, Michelmersh and Hathern Terra Cotta. Its Blockleys brand manufactures a range of standard special shaped bricks. more »

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Pelatro PLC is a United Kingdom-based company that offers precision marketing solutions for telecom industry. The Company’s solutions analyze customer behavior and customize promotions. Its product enables targeted campaign management. The features of its product include multi-dimensional profile, individualized campaigns, real time campaigns, machine-learning and analysis, lifecycle management, big data and multi-channel communications. Its product features multi-dimensional profile for each customer based on information gathered from transactional and demographic data. Its solution enables activities, including data analysis, campaign design, campaign configuration, campaign execution, reporting, effectiveness analysis and feedback. It enables marketers to track customers across various stages in the lifecycle and take necessary actions. more »

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

8 Posts on this Thread show/hide all

MrContrarian 26th Mar 1 of 8

My morning smallcap tweet: MySale in tatters

Coral Products (LON:CRU), Debenhams (LON:DEB), Michelmersh Brick Holdings (LON:MBH), DP Poland (LON:DPP)

Coral Products (CRU) guides FY materially below both mgmt and mkt expectations.
Debenhams (DEB) responds to SPD's statement last night re considering a cash offer. DEB point out that it needs an immediate solution to its debt problem and that the debt becomes repayable on change of control.
Michelmersh Brick Holdings (MBH) Acquisition boosted FY rev up 22% to £46.3m vs F/C £45.7m. EPS up 118% to 5.8p vd F/C adj 4.6p. It "will continue to work down debt". EH? Net debt has risen for 3 years in a row!
DP Poland (DPP) FY in line with prev trading stmt. Current trading tough as expected against TV ad boosted comparatives but no numbers. Will take orders via Poland's equivalent of Just Eat - will be a huge margin cut for those sales. "We have launched an innovative marketing campaign for 2019 featuring bespoke video and image content." Bespoke? Like every other marketing campaign apart from Bob's local cobbler and Ken's Kwality Kebaps? Bargepole with extra cheese.

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Beginner 26th Mar 2 of 8

Sorry to hear this. Horrible event.

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Edward John Canham 26th Mar 3 of 8



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andrea34l 26th Mar 4 of 8

I'm very sad to hear your news, Matylda :-( There are some horrible people in the world

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ezlifeme 26th Mar 5 of 8

It wasn't one of those keyless bypass thefts was it?
I must admit my key now sits in a Faraday wallet in the house

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oscar247 26th Mar 6 of 8

Terribly sorry to hear of your misfortune. All best wishes and trust this matter will be quickly resolved and the culprits caught!

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garbetklb 26th Mar 7 of 8

Sorry to hear - hope it's OK if you get it back.

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matylda 28th Mar 8 of 8

Thanks all, for your wishes, finally got round to updating this...

Morning all!

Alliance Pharma ( Alliance Pharma (LON:APH) ) – 65p – £335m – PER 12.8

Results For The 12 Months To End December 2018 – Revenue up 23% (CC), with reported PBT down -19% and reported EPS down -39%, Net Debt at £85.8m (£72.3m last time). The Final Dividend is up 10%, 2019 has started well and is in-line.

Not enough to get me any more interested here yet.

Michelmersh Brick Holdings ( Michelmersh Brick Holdings (LON:MBH) ) – 88p – £81m – PER 12

Results For The 12 Months To End December 2018 – Revenue up 22% (to £46.3m), Gross Margin up from 35.4% to 38.9%, Basic EPS up 118% (5.8p), Dividend up 49% (3.2p for the year) and Net Debt is down from £17.5m to £12m. The current Order Book is 10.5% ahead of last time with new high value products introduced and recent acquisition now gives access to Europe.

I remain on the side-lines as the last forecasts I checked were for negative EPS growth in 2020E. Could be tempted here if those forecasts are revised.

Pelatro ( Pelatro (LON:PTRO) ) – 90p – £29.3m – PER 7.9

Results For The 12 Months To End December 2018 – Revenue up 95% ($6.12m), half of it is recurring. Adjusted PBT is up 73% with EPS up 13%, Net Cash down from $3.1m to $1.8m.

Something is tingling the spidey senses here – It looks attractive, I like what it does but something just doesn't quite feel right. For that reason I am going to observe from the sidelines for now.

Note: Doesn't help they recently spent $270,000 on a couple of cars for 2 of the directors! A great spot by @Rhomboid1 on Twitter.

Quartix Holdings ( Quartix Holdings (LON:QTX) ) – 245p – £117m – PER 21

AGM Trading Statement – First 2 months, confident for FY.

I still don’t see value here, I just don't like to see a forecast fall in EPS followed by a rise, especially if that rise means EPS is not hitting a new high.

S & U ( S&U (LON:SUS) ) – 1767p – £212m – PER 7.1

Results For The 12 Months To End January 2019 – Revenue and PBT up 15%, EPS 14%, FY Dividend 12%, the "prognosis for the next twelve months is realistic, but optimistic".

Still a lot to like here but the Net Debt and the sector just put me off enough to keep me on the sidelines for now.

T Clarke ( T Clarke (LON:CTO) ) – 108p – £46m – PER 6.6

Results For The 12 Months To End December 2018 – Revenue up 5%, Underlying PBT and Diluted EPS up 23%, Total Dividend up 14% and the forward Order Book is up 22%.

I did this update 2 days late, due to other commitments and actually bought in after seeing an updated and favourable Broker note.

Wynnstay ( Wynnstay (LON:WYN) ) – 335p – £66m – PER 9.1

Trading Update – Expects H1 to be substantially behind last year and FY is expected to be substantially below market expectations – Brexit, weather, margin pressures, etc.

I will be remaining on the sidelines here for now.

XLMedia ( XLMedia (LON:XLM) ) – 56p – £119m – PER 6

Results For The 12 Months To End December 2018 – Revenue down -14.4%, Loss of -$9.9m, Dividend is down about 10%, Adjusted EPS down -9%, Cash up from $43.3m to $47.6m. Concentrating on higher margin business, to return to growth.

Still happy to stay away from this for now, see how that return to growth goes! 

As always, all comment most welcome!

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