Morning all!
Numis ( Numis (LON:NUM) ) – 277p – £288.8m – PER 10.6
Preliminary Results For The 12 Months To End September 2018 – Revenue up 4.6%, Headcount up, PBT down -17.4%, EPS down 8.4% (25.1p from 27.4p).
I sold out here after waking up to the “lumpy” (reliant on big contract wins) Revenue aspect. It’s unlikely I will be looking to re-invest again, especially on falling Profits and EPS.
PCF ( PCF (LON:PCF) ) – 36.9p – £79.2m – PER 11.8
Preliminary Results For The 12 Months To End September 2018 – Portfolio up 50%, PBT up 44% with EPS up 33%, the Dividend is also up 50%!
These results look great – Very tempting to take a position here but just need to research more, on my Watchlist and may even get attention today.
Stock Spirits ( Stock Spirits (LON:STCK) ) – 195.2p – £390.8m – PER 12.4
Preliminary Results For The 9 Months To End September 2018 – Way too complicated for me – Seems to be heading in the right direction but it’s just not clear enough to me.
I said last time “I still can’t really make up my mind here – Could this be big or is it going sideways/nowhere? … gut feel for the latter at the moment”. I await the next update.
Joules ( Joules (LON:JOUL) ) – 207p – £190.5m – PER 14.7
Trading Update For The 26 Weeks To The 25th November 2018 (H1) – Revenue up 17.6%, expecting H1 PBT to be ahead and FY (Brexit mainly used to caution) to be in-liine.
There could be reasonable value here and if it were not for (you know what) I would be very tempted here – Decent resilience in a “troubled” sector due to, it seems, a reasonable geographic and retail (50% online)/wholesale mix.
Hargreaves Services ( Hargreaves Services (LON:HSP) ) – 329p – £105.7m – PER 15.0
Trading Update For The 6 Months To End November 2018 – In-line and expect FY to be in-line.
I suggest this is perhaps fairly…
