I Read The News Today Oh Boy! 5-Dec-2018

Wednesday, Dec 05 2018 by
13

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 priced here, I have no conviction at present to get involved.

As always, all comment most welcome!


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Numis Corporation PLC is a United Kingdom-based independent institutional stockbrokers and corporate advisors. The Company offers a range of research, execution, corporate broking and advisory services to companies quoted in the United Kingdom and its investors. The Company's services include research, sales and trading, investment companies, corporate finance, corporate broking, principle capital fund managers limited (PCFM), Numis indices and asset management. The investment company's research-driven approach focuses on specialist or differentiated mandates, including quoted equity, private equity, infrastructure, property, debt and other alternative assets. The corporate finance services include advice and transaction execution in relation to mergers and acquisitions, secondary equity issuance, convertible securities and bonds. The Company serves corporate clients and institutional clients. It is managed as an integrated corporate advisory and stockbroking business. more »

LSE Price
259p
Change
-0.8%
Mkt Cap (£m)
275.4
P/E (fwd)
n/a
Yield (fwd)
n/a

PCF Group plc, formerly Private & Commercial Finance Group plc, is engaged in banking business. The Company offers retail savings products for individuals. In addition, the Company deploys those funds through its two lending divisions such as consumer finance and business finance. Consumer finance, which provides finance for motor vehicles to consumers. Business finance, which provides finance for vehicles, plant and equipment to small and medium-sized enterprises (SMEs). The Company also provides both depositors and borrowers with a service and a straightforward, range of products tailored to suit their needs. more »

LSE Price
36.5p
Change
-0.8%
Mkt Cap (£m)
78.8
P/E (fwd)
11.2
Yield (fwd)
1.1

Stock Spirits Group PLC is a United Kingdom-based spirits company. The Company, together with its subsidiaries, is involved in the production and distribution of branded spirits in Central and Eastern Europe. It operates through five segments: Poland, Czech Republic, Italy, Other Operational and Corporate. The Other Operational segment consists of the results of operations of the Slovakian, International and Baltic Distillery entities. It has more than 40 brands and exports its products to more than 40 countries worldwide. It offers spirits, including vodka, vodka-based flavoured liqueurs, rum, brandy, bitters and limoncello. Its brands include Zoladkowa de Luxe, Lubelska, Zoladkowa Gorzka, Fernet Stock, Bozkov, Amundsen, Keglevich, Limonce, Keglevich, Golden, Stock 84, Fernet Stock Citrus, Hammerhead and Stock Original. more »

LSE Price
213.5p
Change
2.6%
Mkt Cap (£m)
416
P/E (fwd)
13.0
Yield (fwd)
3.9



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


4 Posts on this Thread show/hide all

Beginner Wed 7:46am 1 of 4
1

Interesting report from Panther Securities P L C (LON:PNS). Despite the name, they are a property company. They seem to be going round buying up High Street property and leasing it back. They appear quite positive about the outlook, even if larger companies renting from them go bust. This is despite the fact they are still having trouble recovering debts from already failed companies. I don't think this is a place to put money, despite the handsome yield, but the attitude is interesting.

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MrContrarian Wed 9:27am 2 of 4
2

My morning smallcap tweet:

Joules (LON:JOUL), Brave Bison (LON:BBSN), Taptica International (LON:TAP)

Joules Group (JOUL) H1 trading: profits ahead of 'initial expectations' but still guides FY in line with its expectations. H1 rev up 18%.
Brave Bison (BBSN) guides FY ahead of management expectations. Rev up at least 10%, adjusted EBITDA positive for the first time since IPO 5 years ago. Holders will have tears in their eyes as the end of value destruction dazzles and dances on the horizon..
Taptica (TAP) has accepted the resignation of Hagai Tal . A divisional CEO becomes interim CEO. I hold.

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sheeza Wed 4:52pm 3 of 4

Stock Spirits. Seems well managed, with decent spread of brands, geographies and distributorships. Hiccup earlier in the year due to cut price competition. Today's results suggest recovery, mainly by pushing premium brands. I hold. Hope for price recovery to previous levels - currently down 34% on year high(and no exposure to UK).

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matylda Wed 5:19pm 0 of 4

In reply to post #425003

Looks like the market is agreeing with you at present - Thanks for the comment.

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