Morning all!
Amino Technologies ( Amino Technologies (LON:AMO) ) – 108p – £78.7m – PER 9.64
Results For The 12 Months To End November 2018 – In-line with Revenue down -7%, Adjusted PBT down -26% and Adjusted EPS down -30%. As a sweetener the Dividend is up 10%.
I'm staying away for now.
Elektron Technology ( Elektron Technology (LON:EKT) ) – 44p – £81.9m – PER 17.6
Trading Update For The 12 Months To End January 2019 – FY to be in-line with forecasts notified in the November 2018 Trading Update. Net Cash up from £5.2m to £10.1m. Although cautious on the outlook, expects the strong momentum to continue across the business.
This looks reasonable enough, I continue to hold (after buying last month) – I see great 2 Year upside here if forecasts are met.
Earthport ( Earthport (LON:EPO) ) – 38p – £237m – PER n/a
Trading Update For The 6 Months To End December 2018 – In-line.
I remain on the sidelines.
Mattioli Woods ( Mattioli Woods (LON:MTW) ) – 737.5p – £194.6m – PER 16.9
Interim Results For The 6 Months To End November 2018 – Revenue up 2.8%, PBT up 3.7% (Adjusted 8.3%), Adjusted EPS up 9.2% with the Interim Dividend up 15.1%. FY Profit outlook in-line.
I still quite like this and there is possibly value here, it's on my list to look into a little more.
Numis ( Numis (LON:NUM) ) – 273p – £292.2m – PER 11.9
Trading Update (First 4 Months Of The Year) – Challenging seems to be the key here.
Still avoiding “lumpy” (reliant on big contract wins) opportunities at present – Especially in challenging environments!
RM ( RM (LON:RM.) ) – 228p – £191m – PER 9.2
Results For The 12 Months To End November 2018 – Revenue up 19% (2% organic), Adjusted Operating Profit up 29%, Adjusted Diluted EPS up 22%, the Dividend is up 15% and Net Debt is down to £5.8m.
This looks pretty good, I do…
