Morning all!
Castleton Technology ( Castleton Technology (LON:CTP) ) – 63p – £52m – PER 9
Interim Results For The 6 Months To End September 2019 – Revenue up 10%, LBT of -£0.2m (PBT of £0.5m last time).
Even the introduction of a Dividend doesn’t give me enough to get any more interested at present.
Filta Group ( Filta Group (LON:FLTA) ) – 193p – £56m – PER 30
Trading Update For The 12 Months To End December 2019 – Revenue to be broadly in-line with market expectations, H2 Adjusted EBITDA to be similar to H1.
Why not provide numbers? I can’t be bothered checking, I guess the market will let us know how disappointing this is.
ULS Technology ( Uls Technology (LON:ULS) ) – 51p – £33m – PER 8
Trading Update For The 12 Months To End September 2019 – Revenue down -9%, PBT similar level.
Still not tempted to make this ex-holding a holding again.
UP Global Sourcing Holdings ( Up Global Sourcing Holdings (LON:UPGS) ) – 78p – £64m – PER 9
Results For The 12 Months To End July 2019 – Revenue up 41% to £123.3m (£87.6m), Underlying PBT up 50.5% to £8.5m (£5.6m), EPS up 51.9%, FY Dividend up 50.2%. Current trading in-line and Order book is moderately ahead of last year.
Looks good, nice bounce back, but just have concerns about growth from here, although that yield does add attraction.
Wilmington ( Wilmington (LON:WIL) ) – 241p – £211m – PER 13
AGM Statement – Q1 in-line, expects FY to be in-line.
There could be value here and it looks like some people read their tea leaves correctly yesterday, keeping an eye out for Broker notes.
As always, all comment most welcome!
