I Read The News Today Oh Boy! 5-Feb-2019

Tuesday, Feb 05 2019 by

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…

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Amino Technologies Plc (Amino) is a provider of media and entertainment technology solutions. The Company works with over 250 operators in around 100 countries. Using Internet protocol (IP)/cloud innovation, it enables operators to meet the challenges they face as broadcast television (TV) and online moves to an all-IP future with managed over-the-top (OTT) offerings. It also helps operators to provide the features and functionality that the consumers are looking for in a multiscreen, multi-device entertainment world. Amino’s products include Amino TV, Amino OS and AminoVU. Amino TV is a multiscreen video platform designed for the subscriber segmentation. Amino OS is the software solutions for deploying and managing connected devices. AminoVU is the Company’s media server suite with home networking features for simultaneous streaming of live and recorded TV to a multiple of TVs, tablet and smartphones through the home using any combination of wired and wireless technology. more »

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Elektron Technology plc is a holding company. The Company is engaged in designing, manufacturing and marketing products that connect, monitor and control. It operates in two segments: Connectivity, and Instrumentation, Monitoring and Control (IMC). Connectivity comprises two complementary product families: Bulgin and Arcolectric. The Company's products are helping its customers to quantify real-world environments, process this data and act on the results. Its products include sealed connectors, Switches, indicators, battery, fuseholders, ophthalmic instruments, nanopositioning and sensing equipment, and vehicle power management systems. The Company's Checkit offers a wireless solution providing work management software and automated monitoring. Its subsidiaries include Elektron Technology Corporation, Elektron Technology PTE Ltd, Elektron Technology UK Ltd and Elektron Technology (Shanghai) Trading Limited. more »

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Earthport plc is a financial services company. The Company provides cross-border payment services to business enterprises and banks. The Company's payments solution connects international payment and local infrastructures to provide clients access to global payment options via a managed service. Its service offers a range of options for connectivity, including application program interface (API), file-based solutions and Society for Worldwide Interbank Financial Telecommunication (SWIFT); validation and message transformation; advisory services for market entry and new product development; project management support during implementation; client funding options and liquidity management services, and various currency offerings to support a range of currency requirements. It has a range of country-specific checks and validations for payment processing, including modulus checks on account numbers, referential checking on beneficiary bank details and enrichment of beneficiary bank data. more »

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

3 Posts on this Thread show/hide all

MrContrarian 5th Feb 1 of 3

My morning smallcap tweet: Amino anemia in '19

MaxCyte Inc (LON:MXCT), Numis (LON:NUM), Elektron Technology (LON:EKT), Amino Technologies (LON:AMO)

MaxCyte (MXCT) placing to raise £10m min at 170, an 8% discount.
Numis Corporation (NUM) downbeat AGM stmt. "Average deal fees remain in line with the prior year, however, transaction volumes are significantly lower across the market and, as a consequence, we have completed approximately 25% fewer deals compared to the first four months of the prior year. Equities has been similarly impacted, Institutional income is approximately 25% lower than the comparative period reflecting depressed market activity levels, and our trading book is marginally loss making for the period."
Elektron Technology (EKT) FY trading in line. Received an unsolicited indicative offer for Bulgin at a 'substantial' premium to EKT's current market capitalisation. Buyer changed mind 'for its own strategic reasons'. Puts Elektron Eye Technology up for sale "due to the growth opportunities presented by both Checkit and Bulgin, EET is not core to the Group's future plans."
Amino Technologies (AMO) FY in line. $5m annualised reduction in cost base identified. "To support a higher quality of earnings and de-risk the business, we are accelerating our strategy to improve growth in recurring revenues from software and services, reinforce our focus on value-add hardware, and remove our exposure to low margin hardware activities." Will hit FGY19 rev by c.20%, and adjusted operating profit by 10%.

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Effortless Cool 5th Feb 2 of 3

An encouraging update from Water Intelligence (LON:WATR) this morning.

  1. Buy-back of the Ontario franchise, adding $400k+ to 2019 revenue and establishing first presence in Canada.
  2. Expansion of the franchise network with the sale of franchise territory in Youngstown, Ohio. Step in a strategy of expanding into greenfield locations to make the business more attractive to insurance partners with national coverage.
  3. Financial support to the Idaho franchisee to accelerate addition of leak repair and municipal capabilities, beyond simple leak detection. The one-stop-shop solution again being attractive to insurance partners.
  4. UK-developed diagnostic sewer technology being rolled out to the US franchise network.

The announcement also hints at a favourable 2018 q4 update, which is expected some time in the next few weeks.

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matylda 5th Feb 3 of 3

In reply to post #443808

Thanks for the Water Intelligence (LON:WATR) spot which I noticed after posting.

I held previously but sold out on a drop of 20% from ATH - I just wonder though if it is over valued here, perhaps it's not. I really do like the story here, everyone is keen on water loss prevention these days.

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