I Read The News Today Oh Boy! 30-Oct-2017

Monday, Oct 30 2017 by
16

Morning All!

Artilium ( Artilium (LON:ARTA) ) – 30-Oct-2017 – 9.63p – £32.8m – PER n/a

Final Results For The 12 Months To End June 2017 – I don’t know, it seems like an in-line set of results to me. EBITDA is up 21.7% to 0.38m Euro which actually means – We made another loss again this year.

It’s a loss making AIM listed tech stock. In addition to this, they don’t seem to have any Cash left – No interest here from me.

Cerillion ( Cerillion (LON:CER) ) – 30-Oct-2017 – 122.5p – £36.2m – PER 14

Trading Update For The 12 Months To End September 2017 – An in-line update, Revenue up 8.2% and EBITDA up 16.3%.

Quite like the look of this. ROCE (11.8%) and Operating Margin (13.2%) are good. The 3%+ yield is well covered and it’s got some Cash too. On a PER of 14 it’s maybe worth opening an initial position around this level.

Image Scan Holdings ( Image Scan Holdings (LON:IGE) ) – 30-Oct-2017 – 11.38p - £15.5m – PER 28.4

Trading Update For The 12 Months To End September 2017 – Revenue of £5.0m (£3.3m last time), unaudited PBT of approximately £480k (£105k last time). Record order intake for the year of £5.4m (£4.3m last time ) and the outstanding order book is at £2.1m (£1.7m last time). There’s Cash of £1.2m.

Slightly below my usual £20m Mkt Cap limit. Just thought I’d have a look as it had an interesting update and the Spread is a reasonable 220bps. Anyway, these recent results seem to be better than the expectations on Stockopedia. I quite like this, the main thing putting me off is that PER of 28.4 – But with a 50% increase in Revenue and PBT up 4x or so, perhaps it’s justified even at this price.

Lok’n Store ( Lok'n Store (LON:LOK) ) – 30-Oct-2017 – 362.5p – £106.3m – PER 23.6

Preliminary Results For The 12 Months To End July 2017 - Revenue of £16.65m up 3.7% from last time. Profit after Tax of £3.17m up 28.8% from last time. Dividend up 11.1%. NAV…

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Artilium plc is a United Kingdom-based provider of telecommunication software and solutions. The Company's segments include Artilium, United Telecom and Comsys. The Company's Artilium provides mobile telecommunications software to network operators and enablers. Its core product is ARTA Mobile Applications Platform, which enables network operators to open networks to third party developers and launch new services, which feature elements from the telecoms and Web environments. The United Telecom segment provides telecom services to the Belgium corporate and consumer market, as well as the development and sale of carrier grade shared services for telecom service providers. Its Comsys segment provide telecommunication products, solutions and hosted services in various arenas of session initiation protocol (SIP) and voice over Internet protocol (VOIP) networks for mobile and fixed line telephone operators, mobile virtual network operators (MVNOs) and contact centers. more »

LSE Price
22.8p
Change
 
Mkt Cap (£m)
n/a
P/E (fwd)
n/a
Yield (fwd)
n/a

Cerillion plc is engaged in providing billing, charging and customer relationship management software solutions to the telecommunications market but also to the utilities and financial services sectors. The Company is a supplier and developer of telecommunication software solutions and equipment. It operates through four business segments, such as Services, Software, Software-as-a-Service and Third Party. The Services segment provides services to customers on new implementation projects and enhancements. The Software segment supports and provides maintenance for the software, as well as the licenses to use the software. The Software-as-a-Service segment offers monthly subscriptions for a managed service and products on a pay as you go service. The Third Party segment offers third-party services or licenses, and includes re-billable expenses and pass through of selling on hardware. It operates in Europe, the Middle East and Africa, the Americas and Asia-Pacific geographical markets. more »

LSE Price
169.5p
Change
 
Mkt Cap (£m)
50.0
P/E (fwd)
14.4
Yield (fwd)
3.1

Image Scan Holdings plc is a United Kingdom-based company, which designs, manufactures and supplies portable and fixed x-ray security screening systems to governments, security organizations and law enforcement agencies. The Company also supplies non-destructive inspection systems to manufacturers of automotive emissions control systems. Its security products portfolio consists of portable systems, including FlatScan2-TPXi and FlatScan2-15, which offer real-time digital x-ray screening; conveyor systems, including AXIS-64 and AXIS-3D; vehicle screening, including SVXi and FlatScan Systems, and mail screening, including MailScan cabinet systems and AXIS conveyored systems. The Company offers industrial products under categories, such as production line systems, laboratory systems, portable systems, large item screening, x-ray components and bespoke systems. Its industrial products include MDXi, which is a cabinet x-ray system, and X-Line, which is a conveyed x-ray system. more »

LSE Price
1.15p
Change
 
Mkt Cap (£m)
1.9
P/E (fwd)
5.5
Yield (fwd)
n/a



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


5 Posts on this Thread show/hide all

MrContrarian 30th Oct '17 1 of 5
4

My morning smallcap tweet:

Image Scan Holdings (LON:IGE), STM (LON:STM), Sanderson (LON:SND)

Image Scan (IGE) FY trading beat. Rev up 50%, pretax £480k (£105k). F/C £250k.
STM Group (STM) CEO arrested in Gibraltar in tax dispute in his capacity as a professional director of a client company of STM. "The police have yet to conclude on the investigation, advice received by Mr Kentish and by STM is that the allegations have no merit."
Sanderson Group (SND) FY trading. Rev miss at £21.5m up 1% (F/C £22.3m). Adj op profit £3.9m (£3.69m). Cash (net cash?) "well ahead of market expectations at over £6m." Outlook is wary: "Whilst the Group has not yet detected any major loss of confidence from either existing or from prospective customers, the Sanderson Board will continue to monitor the situation carefully. "

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Howard Adams 30th Oct '17 2 of 5
1

Hi all

If you are interested this is a presentation by Image Scan Holdings (LON:IGE) Sept 2017 Mello.

http://www.piworld.co.uk/2017/...

I don't hold.

Regards
Howard

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herbie47 30th Oct '17 3 of 5

Image Scan Holdings (LON:IGE) the PER figures will be based on the old figures, these no doubt will be updated, if growth is more than PE I'm not bothered, I find PEG a more reliable figure, PEG is only 0.57 again this should be updated. I did open a small holding 2 months ago following Paul's report on 29 Aug.

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matylda 30th Oct '17 4 of 5

In reply to post #234168

Yeah - Seriously considering opening a position here this week too!

Blog: Briefed Up
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FREng 30th Oct '17 5 of 5
1

Angela Eager of TechMarketView is cautiously positive about the update from Sanderson (LON:SND) and points out that order flow looks encouraging and that the management are always cautious in their outlook statements.

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