Morning all!
Arrow Global ( Arrow Global (LON:ARW) ) – 180p – £317m – PER 4.3
Preliminary Results For The 12 Months To End December 2018 – Record portfolio investments (£263.4m), Underlying PBT (EPS similar) up 13.3% (to £64.1m) with the Dividend up 12.4%.
Stockopedia still classes this as a "Speculative Value Trap" and I am still wondering if it’s worth speculating on! The Short interest though is rather off putting (at 10%+) but will these results perhaps trigger a squeeze. I think it's just too much of a coin flip for.
Foxtons Group ( Foxtons (LON:FOXT) ) – 61p – £168m – PER n/a
Final Results For The 12 Months To End December 2018 – Revenue down about -5%, LBT -£17.2m (£6.5m PBT last time), Adjusted Loss Per Share of -0.8p (Adjusted EPS of 2.6p last time) and the FY Dividend has been cancelled.
There's enough there to keep me on the side-lines for some time.
Gocompare.com ( Gocompare.Com (LON:GOCO) ) – 69.5p – £291m – PER 8
Preliminary Results For The 12 Months To End December 2018 – Revenue up 2.3%, Adjusted Basic EPS up 20% - With savings made by customers down -13.6% and interactions down -15.8%.
This is my first coverage. With Revenue flat, customer interaction down but EPS up, I will put it on the list for further analysis.
Morses Club ( Morses Club (LON:MCL) ) – 161p – £209m – PER 10
Trading Update For The 52 Weeks To The 23rd February 2019 – In-line with Board's expectations, expects to increase the FY Dividend.
Always quite liked this, decent growth and yield (4.5% or so). I reckon there's some value here however the potential risk of more regulation just makes me shy away from that Buy button.
Proactis Holdings ( Proactis Holdings (LON:PHD) ) – 113p – £108m – PER 9
Trading Update For The 6 Months To End January 2018 – EBITDA to be £8m (£8.5m last year) and unlikely to report significant growth for the remainder of the year. Net Debt at £40m.
Was…
