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

Wednesday, Sep 05 2018 by

Morning all!

Haynes Publishing ( Haynes Publishing (LON:HYNS) ) – 218p – £32.9m – PER 13.3

Interim Results For The 6 Months To End May 2018 – Revenue is up 13%, PBT is up 33% and Basic EPS is up 9%.  Worthy of note is on-line sales are up 42% and they are now 50% of Revenue (versus 40% last time).

Looks OK but not still not enough to change my stance from Neutral at present. Keen to see how the on-line side has progressed in the next update.

Anpario ( Anpario (LON:ANP) ) – 469p – £108.6m – PER 24.8

Interim Results For The 6 Months To End June 2018 – Revenue flat, PBT up 19% with EPS up 14%, there’s Cash of £12.6m and the Interim Dividend is up 10%.

On a PER circa 25 or so this just seems about fairly priced – I remain Neutral.

Everyman Media ( Everyman Media (LON:EMAN) ) – 218p – £153.1m – PER 30.2

Interim Results For The 6 Months To 5th July 2018 – Revenue up 32% to £24.9m (H1 2017: £18.8m), Adjusted EBITDA up 35% to £4.1m (H1 2016: £3.0m), 1 new venue (now 22 venues operating 69 screens) with 12 new venues committed. Trading since the period end has continued in-line.

Looks OK and tempted as I am here - I remain Neutral for now. Still wary of more and more watching content on-line rather than going out.

Somero Enterprises Inc ( Somero Enterprises Inc (LON:SOM) ) – 385p – £216.7m – PER 12.6

Interim Results For The 6 Months To End June 2018 – In-line. Revenue up 6%, PBT up 13%, Cash up 13% and the Interim Dividend is up 100%.

I hold here and will continue to do so, on a PER of 12.6 this still looks good value.

Xaar ( Xaar (LON:XAR) ) – 184p – £143.9m – PER 23.7

Interim Results For The 6 Months To End June 2018 – Doesn’t look good, especially the Dividend cut.

Remains on my Avoid list and I will now…

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

1 Post on this Thread show/hide all

MrContrarian 5th Sep '18 1 of 1

My morning smallcap tweet: Velocity CFO accelerated out the door.

Kainos (LON:KNOS), Velocity Composites (LON:VEL)

Kainos Group (KNOS) guides FY ahead of market expectations.
Velocity Composites (VEL) demotes CEO to CTO after yesterday's poor trading update. Sacks CFO 'n all though he is 'sincerely' thanked! Maybe he resigned.

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