I Read The News Today Oh Boy! 6-Aug-2019

Tuesday, Aug 06 2019 by

Morning all!

Anexo ( £ANX ) – 176p – £194m – PER 11

Trading Update For The 12 Months To End December 2019 – PBT to significantly exceed current market expectations of £20m.

Was tempted here (looks like pretty good value on forecast 20%+ PBT growth) but do not particularly like (fully understand) the nature of the business here.

Gattaca ( £GATC ) – 149p – £48m – PER 6

Trading Update For The 12 Months To End July 2019 – FY PBT to be slightly above market expectations and Net Debt lower than expected.

Good to see a more positive update and Net Debt down to £25m however it’s still a little too high to get me interested.

SDL ( £SDL ) – 441p – £400m – PER 14

Interim Results For The 6 Months To End June 2019 – Revenue up 28%, PBT up 40%, Adjusted Diluted EPS up 14%. Confident of improved FY profitability in-line with management expectations.

Looks like there’s some value here around this level but not enough for me. Based on the latest Broker note this morning, in my opinion, this looks about fairly valued (492p at the time of writing) on a 1 Year and a 2 Year view considering the Net Cash and small yield - A 10% upgrade to 2020E EPS would make this more attractive.

Walker Greenback ( £WGB ) – 87p – £62m – PER 10

Trading Update For The 6 Months To End July 2019 – H1 challenging but in-line, FY expectations “unchanged although visibility is limited by Brexit and continuing wider macro-economic uncertainties”.

I remain uninterested here at present.

Warpaint London ( £W7L ) – 78p – £60m – PER 7

Trading Update For The 12 Months To End December 2019 – FY Revenue to be circa £50m with PBT to be in the £6m - £7m range.

This looks like a 5% miss on Revenue and a 20%+ miss on PBT. This company always appears cheap for a reason, it is notorious for disappointing – I was so close recently to giving it the benefit of the doubt but I did not, perhaps we all need a bit of gut instinct sometimes!

Zotefoams ( £ZTF ) – 568p – £274m – PER 25

Interim Results For The 6 Months To End June 2019 – Revenue up 9% (CC), PBT…

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Zotefoams plc is a United Kingdom-based cellular material technology company. The Company is engaged in the manufacture and sale of cross-linked block foams. The Company's segments include Polyolefins, High-Performance Products (HPP) and MuCell Extrusion LLC (MEL). Polyolefins foams are made from olefinic homopolymer and copolymer resin. HPP foams include ZOTEK F foams and T-Tubes insulation, made from polyvinylidene fluoride (PVDF) fluoropolymer. Other products include foams made from polyamide (nylon) and PEBA. MEL licenses microcellular foam technology and sells related machinery. The Company offers a range of categories of products, such as AZOTE, including PLASTAZOTE, EVAZOTE and SUPAZOTE; ZOTEK, including ZOTEK F, ZOTEK N and ZOTEK PEBA, and T-FIT. Its products are used in a range of markets, including sports and leisure, packaging, transport, medical, Industrial, building and medical other construction, and other. more »

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Walker Greenbank PLC is an international luxury interior furnishing company. The principal activities of the Company are design, manufacture, marketing and distribution of wall coverings, furnishing fabrics and associated products for the consumer market. It operates through two segments: Brands and Manufacturing. The Brands segment is engaged in the design, marketing, sales and distribution, and licensing activities of Sanderson, Morris & Co, Harlequin, Zoffany, Anthology and Scion brands operated from the United Kingdom and its foreign subsidiaries in the United States and France. The Manufacturing segment is engaged in the wall covering and printed fabric manufacturing businesses operated by Anstey and Standfast. It sells in approximately 80 international markets. It operates through its subsidiaries in the United States and France, and its own sales operations in Holland and Dubai. The Company has showrooms in London, New York, Paris and Dubai. more »

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SDL plc specializes in language translation technology, services and content management. The Company operates through four segments: Language Services, which is engaged in the provision of a translation service for customer's multilingual content in multiple languages; Language Technology, which includes the sale of enterprise, desktop and statistical machine translation technologies together with associated consultancy and services; Global Content Technologies, which is content management and knowledge management technologies together with associated consultancy services, and Non-Core Businesses, which includes the sale of campaign management, social media monitoring and marketing analytic. The Company offers a range of services, including translation, post-editing, transcreation, interpretation, document localization, software localization, Website localization, multimedia localization and product testing. more »

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

1 Post on this Thread show/hide all

andrea34l 6th Aug 1 of 1

Lol re "I still don’t see value – Yet again (suppose it’s going up then!))" for Zotefoams (LON:ZTF) but I am of exactly the same opinion, and have said so on a number of occasions in Stocko. My moral is.... you can't buy everything that goes up.

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