I Read The News Today Oh Boy! 28-Feb-2018

Wednesday, Feb 28 2018 by
12

Morning all!

A few tricky ones (for me) this morning!

PPHE Hotel ( PPHE Hotel (LON:PPH) ) – 1150p – £486.7m – PER 14.9

Audited Results For The 12 Months To End December 2017 – Revenue up 19.3% to £325.1m (2016: £272.5m), normalised PBT up by 1.1% to £32.1m  (2016: £31.7m), normalised EPS down 14.4% to £0.58 (2016: £0.68), total Dividend up 14.3% for the year.

There’s perhaps more upside here but for previous reasons I am not going to get involved – E.g. sector disruption and Net Debt.

Science ( Science (LON:SAG) ) – 216.9p – £85.4m – PER 15.2

Audited Results For The 12 Months To End December 2017 – Seems in-line, not exactly inspiring.

A new one for me. Looks OK but seems (perhaps) fairly priced round about here – Although the company is seeking the right to buy back up to 10% of the shares. Will keep an eye out on future updates.

Tarsus ( Tarsus (LON:TRS) ) – 308p – £348.4m – PER 17.8

Final Results For The 12 Months To End December 2017 – LFL Revenue up 7% but the rest is just too complicated for me.

This is going on my Avoid list. The seesaw results and fundamentals always confuse me (I think it’s related to bi-annual events). There’s simpler to understand companies than this out there and I prefer those.

Avingtrans ( Avingtrans (LON:AVG) ) – 226p – £69.4m – PER 39.2

Interim Results For The 6 Months To End November 2017 – Revenue up from £9.6m to £26.9m, Adjusted Loss Before Tax -£0.1m (-£0.2m last time), Adjusted Diluted EPS 0.4p (2017 H1: loss 0.4p), Net Debt of £8.2m (31 May 2017: Net Cash £26.4m) and the Interim Dividend is up by 8.3% to 1.3p (2017 H1: 1.2p).

I just have no idea how this is going to turn out and at this price I am not going to get involved.

Safestyle UK ( Safestyle UK (LON:SFE) ) – 152p – £125.8m – PER 10.0

Trading Update – The woes continue – “Order intake in…

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PPHE Hotel Group Limited is a hospitality company. The Company, through its subsidiaries, jointly controlled entities and associates, owns, leases, operates, franchises and develops upscale and lifestyle hotels in gateway cities and regional centers in Europe. The Company's activities are divided into Owned Hotel Operations and Management Activities. The Owned Hotel Operations are divided into three segments: the Netherlands, Germany and Hungary, and the United Kingdom. The Company's portfolio of owned, leased, managed and franchised hotels includes approximately 39 hotels offering over 9000 rooms. The Company's development pipeline includes approximately five new hotels and the extension and reconfiguration of one hotel. The Company's hotels operate under brands, which include Park Plaza Hotels & Resorts, art'otel and Arenaturist in Europe, the Middle East and Africa. It owns and operates hotels, restaurants, bars and spas across various countries in Europe. more »

LSE Price
1810p
Change
1.1%
Mkt Cap (£m)
767.4
P/E (fwd)
22.4
Yield (fwd)
2.2

Science Group plc, formerly Sagentia Group plc, is a United Kingdom-based international science and technology consulting company. The Company provides independent advisory and product development services focused on science and technology initiatives through subsidiary companies branded Sagentia Limited, Oakland Innovation Limited, OTM Consulting Limited and Leatherhead Food Research. The Company operates in two segments: Core Business and Non-Core Business. Its Core Business segment activities include all consultancy fees for services operations, including recharged expenses and product/license revenue, generated directly from these activities. Its Non-Core Business segment activities include rental income from Harston Mill and income from the provision of external information technology (IT) services. Its subsidiaries include Sagentia Technology Advisory Limited, Quadro Design Limited Sagentia Inc., Technology Sciences Group Inc and Technology Sciences (Europe) Limited. more »

LSE Price
192p
Change
 
Mkt Cap (£m)
79.0
P/E (fwd)
13.8
Yield (fwd)
2.6

Tarsus Group plc is an integrated media group primarily engaged in exhibitions, along with associated conferences, publishing, education and Internet activities. The principal activity of the Company is the holding of investments. The Company operates through three segments: EMEA, Americas, and Asia. The main activities of all segments are the production of exhibitions supported by other media activities related to those exhibitions. Its key brands include the Dubai Airshow, Labelexpo, OFFPRICE, Zuchex, AAITF and Tarsus Medical. more »

LSE Price
424p
Change
 
Mkt Cap (£m)
522.1
P/E (fwd)
18.6
Yield (fwd)
2.8



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


2 Posts on this Thread show/hide all

Beginner 28th Feb '18 1 of 2
5

Two of your picks here today have something in common: excellent management. Science (LON:SAG) is pottering along nicely, making small, earnings-enhancing acquisitions, putting out a 2% dividend and holding onto its freehold property in Cambridge.
Avingtrans (LON:AVG) is less of a company than a management team. Over the years they simply acquire distressed engineering businesses, make them profitable, then move on. They seem rather good at this.

Science (LON:SAG) has a PER of 14 and a yield of 2%, so it is certainly not expensive, and the potential is great. Avingtrans (LON:AVG) is still at an early stage, so may be worth simply observing for now.

Neither of these will make you a fortune overnight, but they seem reasonable places to invest for longer term gains.

| Link | Share | 1 reply
matylda 28th Feb '18 2 of 2
2

In reply to post #331353

Thank you for the input, taken on board.

Blog: Briefed Up
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