I Read The News Today Oh Boy! 29-Aug-2018

Wednesday, Aug 29 2018 by
12

Morning all!

Beeks Financial Cloud ( Beeks Financial Cloud (LON:BKS) ) – 78p – £38.5m – PER 23.3

Final Results For The 12 Months To End June 2018 – Revenues up by 41% to £5.58m (2017: £3.97m), Underlying PBT £1.19m (2017: £0.0m) with Underlying EPS of 2.27p (2017: 0.22p loss). Net Cash at £2.09m (2017: Net debt £0.74m) and there’s a Maiden Final Dividend of 0.3p (2017: 0.0p). Strong pipeline of sales opportunities, confident of the year ahead.

I am long here and these results look good (pretty much as expected) - I will continue to hold for now.

Gym ( GYM (LON:GYM) ) – 325p – £438.0m – PER 27.6

Interim Results For The 6 Months To End June 2018 – Revenue up 36.1% with Adjusted PBT and EPS up about 8% or so, the Interim Dividend is up 16.7%. Expects to meet FY market expectations.

I am still not convinced the impressive growth can be sustained here but that’s (wrongly) already seen me miss out on a 50% rise. I remain Neutral as it looks to me like a lot of catch up is required (by the new CEO, the CFO now takes over) to hit FY EPS growth of 40%.

As always, all comment most welcome!

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Beeks Financial Cloud Group PLC is a United Kingdom-based provider of custom computer programming company. The Company is focused on providing niche cloud computing and connectivity services for automated trading in futures and forex financial products. The Company’s platform designed for latency sensitive automated trading environments and provides on demand low latency computing resources to its clients through its direct connectivity. The Company offers server infrastructure and connectivity to its clients which enables same day trading of forex and futures on financial exchanges and trading venues. The Company’s products include dedicated server, VPS, and Co-Location. more »

LSE Price
82.5p
Change
 
Mkt Cap (£m)
42.0
P/E (fwd)
19.1
Yield (fwd)
0.8

The Gym Group plc is a United Kingdom-based holding company. The Company provides health and fitness facilities. The Company operates approximately 90 gyms across the United Kingdom that are open around the clock. The Company offers gym memberships. Its subsidiaries include The Gym Group Midco1 Limited, The Gym Group Midco2 Limited, The Gym Group Operations Limited and The Gym Limited. more »

LSE Price
252p
Change
-0.2%
Mkt Cap (£m)
347.2
P/E (fwd)
19.4
Yield (fwd)
0.8



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


3 Posts on this Thread show/hide all

MrContrarian 29th Aug '18 1 of 3
4

My morning smallcap tweet: Toople topple turning point?

Toople (LON:TOOP), Richoux (LON:RIC), Johnston Press (LON:JPR), Integumen (LON:SKIN)

Toople (TOOP) A 'major' new wholesale telephony and superfast broadband contract with a well-known wholesaler worth at least £3.5m over 3 years. That should reverse a little of the 98% loss since listing 2 years ago.
Richoux Group (RIC) Tiny restaurant chain suffering: "continued pressure on trading during the period, with further impact from temporary restaurant closures due to conversion or refurbishment." Guides rev flat YoY. Fundraise at 6p, a 14% discount.
Johnston Press (JPR) The i paper is the only bright spot in H1 with adjusted EBITDA from that paper £6m up 61%. Adj ad rev(cont) down 15.0%. Group rev down 10%, EPS 3.6 (-5.4). Still trying to refinance or restructure the huge debt but no decisions have been made nor agreements reached.
Integumen (SKIN) H1 rev £149k (£124k). Pretax -£1.5m (-£1.4m). Sales and marketing efforts of Visible Youth failed to meet expectations. TSPro sales forecasts [eh?] did not meet the expectations of the Board. Rejected offer from director for the skin care businesses. He has resigned to avoid the conflict of interest. Talks on other potential offers for one or more of the skin care assets.

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Sniggolb 29th Aug '18 2 of 3
2

I like Beeks...I saw the presentation and thought the CEO was excellent, a dry, understated Scot who has a lot of stock. Totally unflashy! An excellent business plan from what I could understand. A good long term hold. Another company with - on account of its size - with only a modest number of institutional shareholders.

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matylda 29th Aug '18 3 of 3

I still see a 50% upside here (minimum) based on forecast PE and position in market.

Blog: Briefed Up
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