I Read The News Today Oh Boy! 3-Jan-2019

Thursday, Jan 03 2019 by
13

Morning all!

There was nothing worth reporting on yesterday but these 2 are surely of interest this morning.

Note: For those wishing to see my 2018 summary (all Buys & Sells and realised Gains/Losses) you can find it here.

Costain ( Costain (LON:COST) ) – 324.5p – £347.3m – PER 8.26

Trading Update For The 12 Months To End December 2018 – FY to be in-line with the Board's expectations.

Liking this a bit more at this price, it seems like the growth (quite low) together with the yield (quite high) justifies a place on my Watchlist at least.

Alpha FX ( Alpha FX (LON:AFX) ) – 565p – £206.5m – PER 22.4

Trading Update For The 12 Months To End December 2018 – FY to be ahead of market expectations.

Will be keeping an eye out for Broker notes here and may well be tempted to buy back in – I sold out here around 600p not so long back. It's back on my Watchlist.

As always, all comment most welcome!

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Alpha FX Group PLC is a corporate foreign exchange (FX) broker with a focus on helping its clients to control the impact currency volatility has on their business. The Company operates Alpha FX. Alpha FX develop tailored hedging programmes that help businesses balance when, how much and how far forward to buy currency. Its Approaches include Passive Hedging, Active Hedging, Hedge Accounting, Dispute Resolution and Key Features. Passive Hedging Strategies are focused on protecting businesses from the unpredictable nature of currency markets in order to provide a predetermined level of financial stability. Active Hedging Strategies provide the protection and stability of a passive strategy. Hedge Accounting helps businesses, who are susceptible to volatility in their Profit and Loss over their reporting period. Dispute Resolution provides a resolution to mis-sold FX options. Key Features include technical analysis, hedging facilities, settlement, reporting and pricing. more »

LSE Price
760p
Change
 
Mkt Cap (£m)
282.1
P/E (fwd)
n/a
Yield (fwd)
n/a

Costain Group PLC is a technology-based engineering solutions provider. The Company offers consulting, project delivery, and operations and maintenance services. The Company operates through two segments: Natural Resources and Infrastructure plus Alcaidesa in Spain. The Infrastructure segment operates in the highways, rail and nuclear markets. The Natural Resources segment includes the Company's activities in water, power, and oil & gas markets. The Company offers a range of services, including advisory and concept development, specialist design, program management, project delivery, technology integration, and asset optimization and support. The Company offers services across whole life cycle of its customers assets in energy, water and transportation business areas focused on the United Kingdom market. more »

LSE Price
169.2p
Change
0.1%
Mkt Cap (£m)
182.6
P/E (fwd)
5.4
Yield (fwd)
7.4



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


1 Post on this Thread show/hide all

MrContrarian 3rd Jan 1 of 1
5

My morning smallcap tweet:

Getech (LON:GTC), Corero Network Security (LON:CNS), Tracsis (LON:TRCS), Alpha FX (LON:AFX)

GETECH Group (GTC) $3.2m sale, majority will be recognised in FY18. Guides FY18 rev up 10%.
Corero Network Security (CNS) guides FY rev $10m up 18%, lower than expected. Blames "the longer time required to ramp up new go-to-market partners and secure contracts."
Tracsis (TRCS) 'significant' five year Framework Agreement with a major Train Owning Group. Believes it will will lead to significant recurring revenue opportunities. Helpfully states "at this point in time there will be no change made to current year forecasts."
Alpha FX Group (AFX) guides FY earnings ahead of market expectations.

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