I Read The News Today Oh Boy! 4-Feb-2019

Monday, Feb 04 2019 by
8

Morning all!

CentralNic ( CentralNic (LON:CNIC) ) – 50p – £86m – PER 12

Trading Update For The 12 Months To End December 2018 – In-line, some board changes also announced.

I don't yet have a view either way here but the Stocko EPS figures (forecast 20%+ growth in 2018E and 2019E) suggest it is worth a further look – So I will, hopefully this week.

DX Group ( DX (Group) (LON:DX.) ) – 9.2p – £53m – PER 24.5

Trading Update For The 12 Months To End December 2018 – Encouraging progress, trading in-line with managements expectations, expecting a return to EBITDA positive.

Will wait to see Actuals as it is most likely a return to profitability is still lacking.

Trakm8 Holdings ( Trakm8 Holdings (LON:TRAK) ) – 30.5p – £15.2m – PER 9.9

Trading Update – I am just not sure what this is telling me which I usually interpret as it being a little too early in the morning or there's some hoodwinking going on.

Not enough (clear) information (to take on board at this time of the day) here to get me any more interested today than I was yesterday. 

As always, all comment most welcome!

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CentralNic Group plc (CentralNic) is a holding company. The Company is engaged in the provision of independent global domain name registry services. The Company provides registry services and strategic consultancy, and it is the owner and registrant for a portfolio of domain names, which it uses as Second Level Domain extensions (SLD) for domains. CentralNic's registry services (wholesale) business provides high quality technical and operational services, through its domain registry, billing and cash collection platform. The platform enables retailers around the world to sell domains using a range of domain extensions, and supplies the core Internet infrastructure (DNS) that powers the domains that CentralNic distributes. The Company's platform supports all three categories of domain name extensions: generic Top-Level Domains (gTLDs, such as.com), country code Top-Level Domains (ccTLDs, such as .uk), and SLDs, such as .uk.com. more »

LSE Price
66p
Change
 
Mkt Cap (£m)
117.6
P/E (fwd)
14.8
Yield (fwd)
0.9

DX (Group) plc is engaged in the provision of parcels, mail and logistics services in the United Kingdom and Ireland. The Company's segments include parcels and freight, mail and packets, and logistics. The parcels and freight segment offers services, such as DX 1-Man, engaged in the delivery of irregular dimension and weight items; DX Courier, which provides next day parcel services, and DX 2-Man, which offers a business to consumer home delivery solution for heavier and bulkier items. The mail and packets segment comprises services DX Exchange, a business to business (B2B) mail service providing its customers with collection and delivery times; DX Secure, which provides security, and DX Mail, a mail service offering downstream access for smaller volume users. The logistics segment includes the provision of customer-liveried vehicles and uniformed personnel, such as fleet management solutions and integration with customer's business operations. more »

LSE Price
13.7p
Change
-0.4%
Mkt Cap (£m)
78.9
P/E (fwd)
20.4
Yield (fwd)
n/a

Trakm8 Holdings PLC is a Big Data company. The Company, through its subsidiaries, manufactures, distributes and sells telematics devices and services. The Company focusses on owning the intellectual property that it uses in its products and solutions. It supplies its customers in the fleet management and insurance sectors across the United Kingdom. In addition, the Company provides hardware devices that can be integrated into third party telematics or Internet of Things (loT) solutions. It offers Configuration Manager, Product Datasheets, Radio Frequency Identification, Telematics Devices, Vehicle Connectivity and Accessories, among others. Its portfolio of solutions includes Trakm8 ecoN, Trakm8 Tacho, Trakm8 Secure, Trakm8 Logistics and Trakm8 Insure. Its portfolio offers telematics solutions, including dashboard cameras that enable customers to record driving incidents and mitigate the risk from crash to cash accidents. It provides bespoke solutions and engineering support services. more »

LSE Price
23.5p
Change
4.4%
Mkt Cap (£m)
11.2
P/E (fwd)
n/a
Yield (fwd)
n/a



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


3 Posts on this Thread show/hide all

MrContrarian 4th Feb 1 of 3
2

My morning smallcap tweet: Trakm8 not revving.

Taptica International (LON:TAP), Trakm8 Holdings (LON:TRAK), Flybe (LON:FLYB), Versarien (LON:VRS), RhythmOne (LON:RTHM)

Taptica (TAP) mooted offer for RhythmOne now a recommended offer with TAP holders getting 50.1% of whole. Plans $15m discretionary share buy back. I hold.
Trakm8 (TRAK) guides FY rev 25% to 35% down but loss as expected. Blames Fleet order opportunities (rather than lost) because of Brexit uncertainty.
Flybe Group (FLYB) a very preliminary, short and highly conditional outline contingency proposal from Mr Tinkler (who is he?) which envisages a capital injection and replacement of the funding provided by Connect Airways. Approach does not contemplate an offer for the whole of Flybe or any other acquisition structure. It will only be provided if the sale of Flybe's operating businesses to Connect Airways does not occur. Board poo poos it.
Versarien (VRS) over a month since it announced some MOU's in China. Still no actual sales announced.
RhythmOne (RTHM) see TAP

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andrea34l 4th Feb 2 of 3
2

There is an ahead of expectations update from Kainos (LON:KNOS) this morning, with all divisions looking positive; however, on a PER approaching 30 they look fully priced to me, especially in fragile markets. A PER of over 2 doesn't appeal, either.

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matylda 4th Feb 3 of 3

In reply to post #443423

Agreed Kainos (LON:KNOS) seems a bit over valued - I didn't cover as it's over £500m and was pushed for time. Thanks for adding the comment.

Blog: Briefed Up
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