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

Wednesday, Sep 05 2018 by
9

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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Amiad Water Systems Ltd. is a United Kingdom-based a producer and global supplier of water filters and filtration systems. The Company offers products for the industrial market, which includes traditional industry, municipal, ballast water and oil and gas markets, and the irrigation market. The Company offers automatic self-cleaning water filters and bespoke solutions to a range of applications in a number of industries in the irrigation market. Its core segments include Irrigation, Industrial, Municipal, Oil & Gas and Ballast Water. Its offerings for irrigation sector include automation filters, semiautomatic filters, manual filters and fertigation injectors. It develops, manufactures and distributes water treatment and filtration solutions for potable water and wastewaters. It provides water filtration products and systems as integrated components or as complete filtration solutions for water treatment, potable water and wastewater, oil and gas plants, cooling towers, and more. more »

LSE Price
230p
Change
 
Mkt Cap (£m)
52.2
P/E (fwd)
12.0
Yield (fwd)
1.0

Alpha FX Group PLC is a corporate foreign exchange (FX) broker with a focus on helping its clients to control the impact currency volatility has on their business. The Company operates Alpha FX. Alpha FX develop tailored hedging programmes that help businesses balance when, how much and how far forward to buy currency. Its Approaches include Passive Hedging, Active Hedging, Hedge Accounting, Dispute Resolution and Key Features. Passive Hedging Strategies are focused on protecting businesses from the unpredictable nature of currency markets in order to provide a predetermined level of financial stability. Active Hedging Strategies provide the protection and stability of a passive strategy. Hedge Accounting helps businesses, who are susceptible to volatility in their Profit and Loss over their reporting period. Dispute Resolution provides a resolution to mis-sold FX options. Key Features include technical analysis, hedging facilities, settlement, reporting and pricing. more »

LSE Price
765p
Change
-1.9%
Mkt Cap (£m)
289.6
P/E (fwd)
n/a
Yield (fwd)
n/a

Anpario plc is a producer and distributor of natural feed additives for animal health, hygiene and nutrition. The Company operates through two segments: UK and Eire, and International. The Company is focused on the manufacture and sale of natural feed additive products to agricultural markets. Its products for the poultry, pig, ruminant and animal feed markets include acidifiers, enzymes, essential oils, pellet binders, antioxidants, mycotoxin binders, mold control products and a range of nutritional premixes and performance enhancers. It offers natural feed additive/flavor called Orego-Stim. It offers its customers a number of omega 3 & 6 supplements for use in feed. Its products in the aquaculture range include growth promoters, immune enhancers and pellet binders for both shrimp and fish. The Company's trading brands are Kiotechagil, Meriden and Optivite, which trade across approximately 70 countries around the world. more »

LSE Price
385p
Change
 
Mkt Cap (£m)
89.6
P/E (fwd)
20.7
Yield (fwd)
2.1



  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
6

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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