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!
