Morning all!
Lok'n Store ( Lok'n Store (LON:LOK) ) – 495p – £146m – PER 36
Interim Results For The 6 Months To End December 2018 – Revenue up 11.%, Net Profit up 22.7%, Interim Dividend up 10.2%, NAV up 16.1% (£4.85) and Net Debt is at £31.19m.
Looks over valued from a growth perspective but, I suppose, fairly valued from a NAV perspective.
Marlowe ( Marlowe (LON:MRL) ) – 417p – £161m – PER 18.5
Trading Update For The 12 Months To End March 2019 – Revenue up 62% (to £130m), EBITDA to be slightly ahead of current market expectations.
I still quite like this (it's on my Watchlist) and a 10% increase in 2020E EPS forecasts would probably make me a buyer – Will keep an eye out for upgrades here.
Nasstar ( Nasstar (LON:NASA) ) – 12p – £69m – PER 24.6
Results For The 12 Months To End December 2018 – Revenue up 7% (£25.7m), 91% recurring, Statutory Loss made with Adjusted EPS up 9%, Net Cash at £1.5m (£1m in December 2017).
Still prefer to wait here to see an actual bottom line profit.
Nexus Infrastructure ( Nexus Infrastructure (LON:NEXS) ) – 213p – £81m – PER 9
Trading Update For The 6 Months To End March 2019 – Delays and cost pressures put significant impact on FY profitability.
Been burnt here previously on a profit warning, glad I sold out.
UP Global Sourcing Holdings ( UP Global Sourcing Holdings (LON:UPGS) ) – 71p – £58m – PER 9.9
Interim Results For The 6 Months To End January 2019 – Strong trading with Revenue up 20.8%, Underlying PBT and EPS up 40% or so as is the Interm Dividend. Trading for FY 2019 is comfortably in-line.
Still quite like this and will be keeping an eye out for revised Broker notes this morning – Looks like excellent growth for a single digit (just about) PER.
Xpediator ( Xpediator (LON:XPD) ) – 46.5p – £62.2m – PER 9.7
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