I Read The News Today Oh Boy! 27-Nov-2017

Monday, Nov 27 2017 by
13

Morning All!

Intercede ( Intercede (LON:IGP) ) – 28.5p – £14.4m – PER n/a

Interim Results For The 6 Months To End September 2017 – Revenue up 29% to £3.7m (2016: £2.8m), Loss down by 23% to £2.1m (2016: £2.8m), a basic loss per share of 4.3p (2016: 5.7p) with Cash balances of £4.8m (2016: £1.4m). The Chairman is pleased with the progress and expects Revenue growth of 10% - 20% for the year – Assume there will not be a profit.

Revenue growth here is good and it’s got Cash but apart from that there’s no attraction for me.

Trakm8 Holdings ( Trakm8 Holdings (LON:TRAK) ) – 137.5p – £49.1m – PER 15.2

Interim Results For The 6 Months To End September 2017 – Revenue up 12%, PBT up 157% in-line with expectations and EPS up 125%.

A decent set of results but I am still not convinced with the story here.

Ramsdens Holdings ( Ramsdens Holdings (LON:RFX) ) – 184p – £56.7m – PER 11.6

Interim Results For The 6 Months To End September 2017 – Revenue up 18% to £21.8m, PBT up 63% to £5.2m and there’s an Interim Dividend of 2.2p. Net assets and Net Cash are also up.

I’m a holder here.

Kainos ( Kainos (LON:KNOS) ) – 288p – £240.8m – PER 25.4

Interim Results For The 6 Months To End September 2017 – An in-line update which looks pretty flat.

Looks OK but on a PER of 25.4 I would be expecting a little more progress than this.

Cerillion ( Cerillion (LON:CER) ) – 119.5p – £35.3m – PER 13.9

Final Results For The 12 Months To End September 2017 – A “strong set of results” which actually seem to be about in-line.

Actually doesn’t look too bad but there’s not enough to tempt me at the moment.

Patissere Holdings ( Patisserie Holdings (LON:CAKE) ) – 313.75p – £313.8m – PER 17.3

Preliminary Results For The 12 Months To End September 2017 – “Excellent financial results,…

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Intercede Group plc is a United Kingdom-based software and service company. The Company is engaged in developing and supplying of identity and credential management software. The Company provides MyID software, which is an identity and credential management system that enables organizations to create and assign trusted digital identities to employees, citizens and machines. Its MyID software protects the networks, facilities and intellectual property of governments, agencies and other enterprise customers. In addition, it provides MyTAM, which is a cloud-based service that provides Android application developers and service providers to deploy trusted applications to the trusted execution environment (TEE) on mobile devices. It offers its solutions to various sectors, including aerospace and defense, finance and telecommunications; governments and federal agencies, and mobile developers. The Company operates in the United States and the United Kingdom. more »

LSE Price
37.2p
Change
 
Mkt Cap (£m)
18.8
P/E (fwd)
n/a
Yield (fwd)
n/a

Trakm8 Holdings PLC is a Big Data company. The Company, through its subsidiaries, manufactures, distributes and sells telematics devices and services. The Company focusses on owning the intellectual property that it uses in its products and solutions. It supplies its customers in the fleet management and insurance sectors across the United Kingdom. In addition, the Company provides hardware devices that can be integrated into third party telematics or Internet of Things (loT) solutions. It offers Configuration Manager, Product Datasheets, Radio Frequency Identification, Telematics Devices, Vehicle Connectivity and Accessories, among others. Its portfolio of solutions includes Trakm8 ecoN, Trakm8 Tacho, Trakm8 Secure, Trakm8 Logistics and Trakm8 Insure. Its portfolio offers telematics solutions, including dashboard cameras that enable customers to record driving incidents and mitigate the risk from crash to cash accidents. It provides bespoke solutions and engineering support services. more »

LSE Price
24.5p
Change
 
Mkt Cap (£m)
12.2
P/E (fwd)
20.9
Yield (fwd)
n/a

Ramsdens Holdings PLC (Ramsdens) is a financial services provider and retailer. The Company operates through four segments: Foreign Currency Exchange, Pawnbroking, Purchases of precious metals and Jewellery Retail. The Foreign Currency Exchange segment consists of primarily, the sale and purchase of foreign currency notes with prepaid travel cards and international bank to bank payments. The Pawnbroking segment is a form of asset backed lending where an item of value is given to the pawnbroker in exchange for a cash loan. Through its precious metals buying and selling service, Ramsdens offers to buy unwanted jewelry, gold and other precious metals from customers for cash. The Company is engaged in refurbishing items bought from customers and retailing them through its store network. The Company also provides ancillary services, including franchise fees, western union, sale and buy back of electronics, and credit broking. It has a portfolio of over 130 stores. more »

LSE Price
185.5p
Change
 
Mkt Cap (£m)
57.2
P/E (fwd)
9.4
Yield (fwd)
4.0



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1 Post on this Thread show/hide all

MrContrarian 27th Nov '17 1 of 1
2

My morning smallcap tweet:

Universe (LON:UNG), Newmark Security (LON:NWT)

Universe Group (UNG) warns FY rev will be only £19.5m (F/C £22m) as it fails to close and execute a small number of high value contracts. Exp adj EBITDA £2.7m.
Newmark Security (NWT) Grovenor wins contract with a leading European workforce management provider. €3m over 5 years, starting in Q2 2018. Customer funded development of €190k in this FY.

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