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

Tuesday, Mar 05 2019 by
17

Morning all!

A bit late due to a sh8tty cold hitting me - Back to bed time!!!!

Begbies Traynor ( Begbies Traynor (LON:BEG) ) – 60p – £67m – PER 12

Q3 Trading Update – In-line and on track to deliver FY expectations as a whole.

Looks like value here based on the Stockopedia forecasts – Just puts me off that they may just be doing well due to quite a lot of work recently. On the other hand this could actually increase if the environment continues to deterioriate.

DX Group ( DX (Group) (LON:DX.) ) – 10.25p – £58.8m – PER 23.1

Interim Results For The 6 Months To End December 2018 – H1 in-line with management expectations, confident of achieving FY targets.

Looks decent enough but I would prefer to wait and see the FY, to see if there's an actual return to profitability – I'm not quite convinced!

GetBusy ( GetBusy (LON:GETB) ) – 32.5p – £15.7m – PER n/a

Results For The 12 Months To End December 2018 – Revenue up 19% (recurring up from 86% to 87%), Loss down from -£2.11m to -£1.2m. Expecting further growth in 2019.

Still a share I remain Long in (a really stuipid purchase). Was unable to sell out here at a decent price in an illiquid market, still paying the price (as it was at a better price than today)!

Huntsworth ( Huntsworth (LON:HNT) ) – 96p – £335m – PER 11.8

Preliminary Results For The 12 Months To End December 2018 – Revenue up 14% (1.4% LFL), PBT up 15% (ahead of expectations), EPS up 24% and the FY Dividend is up 15%.

I sold out here a while ago as the Interim Results seemed a little cautious. I may well revisit as these results look pretty good – Will keep an eye out for updated Broker notes.

MPAC ( MPAC (LON:MPAC) ) – 135p – £27.2m – PER 12.1

Results For The 12 Months To End December 2018 – Revenue up 9%, Underlying PBT and EPS up 15% or so, but a Statutory…

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Begbies Traynor Group plc is a business recovery and property services consultancy. The Company's segments include insolvency and restructuring, and property. It provides services from a network of the United Kingdom locations through two operating divisions: Begbies Traynor and Eddisons. Begbies Traynor is an independent business recovery practice that handles corporate appointments, serving the mid-market and smaller companies. It provides insolvency, restructuring and consultancy services to businesses, their professional advisors and financial institutions. Eddisons is a national firm of chartered surveyors, delivering transactional and advisory services to owners and occupiers of commercial property, investors and financial institutions. It provides professional services, such as business rescue options, advisory options, forensic accounting and investigations, corporate and commercial finance, personal insolvency solutions and services to banking, legal and accounting sectors. more »

LSE Price
74.52p
Change
-1.3%
Mkt Cap (£m)
86.5
P/E (fwd)
13.8
Yield (fwd)
3.7

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
13.75p
Change
-0.0%
Mkt Cap (£m)
78.9
P/E (fwd)
20.2
Yield (fwd)
n/a

GetBusy plc is a United Kingdom-based company. The company is engaged in document management software business. The Company’s product offering includes Virtual Cabinet and SmartVault. The Virtual cabinet is document management software focused on the medium size to enterprise size content management (ECM) markets. It is used by accounting firms in the United Kingdom. SmartVault product is document management software targeting the professional small and medium enterprise (SME) market. The Company has operations across the United Kingdom, United States, Australia and New Zealand. more »

LSE Price
24p
Change
-9.4%
Mkt Cap (£m)
12.8
P/E (fwd)
n/a
Yield (fwd)
n/a



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


5 Posts on this Thread show/hide all

RichardK 5th Mar 1 of 5
3

Great effort with a bad cold.

I will have a look at Huntsworth Huntsworth (LON:HNT) and SimplyBiz SimplyBiz (LON:SBIZ). Both have EPS>PER. Thanks for the guidance.

Richard

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MrContrarian 5th Mar 2 of 5
1

My morning smallcap tweet: WHI wails woeful warning

Bilby (LON:BILB), WH Ireland (LON:WHI), Batm Advanced Communications (LON:BVC)

Bilby (BILB) guides FY EBITDA only £2-3m before non-underlying restructuring costs and losses associated with the termination of the contract for MoD properties. Blames delays to a major gas installation contract.
W.H. Ireland Group (WHI) placing and warning. £5m placing at 45p (30% discount) to boost regulatory capital. Guides H2 op losses substantially higher than H1. Also exceptional costs, some of which are the result of the ongoing transformation strategy. SP year ago 145.
BATM Advanced Communications (BVC) wins first international customer for agri-waste treatment solution. Worth $1.5m and is expected to be delivered in 2019.

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Kiewit 8th Mar 3 of 5

Why is Huntsworth dropping despite the strong results? Anyone has insight?

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matylda 8th Mar 4 of 5
2

In reply to post #455948

Huntsworth (LON:HNT)

Results seemed fine, board change gone ahead as previously announced - Not showing up on Short Tracker.

No idea here.

(Actually looks very good value based on Stocko forecasts)

Blog: Briefed Up
| Link | Share | 1 reply
Kiewit 14th Apr 5 of 5

In reply to post #455978

Thanks!

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