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

Thursday, Jun 06 2019 by
12

Morning all!

Amino Technologies ( Amino Technologies (LON:AMO) ) – 92p – £67m – PER 8.1

Trading Update For The 6 Months To End May 2019 – FY expectations unchanged.

According to my notes that means it's on target to make less money than it did last year so it's not for me.

CMC Markets ( CMC Markets (LON:CMCX) ) – 89p – £258m – PER 11.2

Results For The 12 Months To End March 2019 – Income down -30%, PBT down -89%, EPS down -88%, Dividend down -77%. 2020 started in-line.

I said this last time and it still feels appropriate – "I still see a little too much uncertainty here (in the sector in general, suspecting CMC or IG to win the long game here, not sure the winner though will be hugely profitable!)".

Joules ( Joules (LON:JOUL) ) – 255p – £224m – PER 16.7

Trading Update For The 12 Months To 26th May 2019 – FY PBT to be at the upper end of analysts expectations with Revenues up circa 13%.

I considered that there may well be value here at 207p and again at 245p – That's if you have faith in the sector, mine is yet to return.

Scisys ( Scisys (LON:SSY) ) – 194p – £57m – PER 14.1

AGM Statement – Positive start to 2019, familiar H2 weighting to apply after 2018 was a temporay phenomenon.

This seems a little strange and cautious to me – Enough to keep me on the side-lines, that's for sure.

System1 ( SysGroup (LON:SYS)1 ) – 237p – £30m – PER 9.4

Results For The 12 Months To End March 2018 – Seems basically all round flat here.

Still not enough here to get me more interested at present.

TP ( TP (LON:TPG) ) – 7p – £55m – PER 20.7

AGM Statement – Expects to deliver another good year of progress, no numbers, no mention of performance against expectations – A pity!

I hold here and was hoping…

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Amino Technologies Plc (Amino) is a United Kingdom-based provider of media and entertainment technology solutions. Amino’s products include Amino TV, Amino OS and AminoVU. Amino TV is a multiscreen video platform designed for the subscriber segmentation. Amino OS is the software solutions for deploying and managing connected devices. AminoVU is the Company’s media server suite with home networking features for simultaneous streaming of live and recorded television (TV) to a multiple of TVs, tablet and smartphones through the home using any combination of wired and wireless technology. The Company’s solutions include android TV, operation upcycle, cable Internet protocol (IP) migration, multi-screen TV solutions and enterprise. Its subsidiaries include Amino Holdings Limited, Amino Communications Limited, Amino Communications LLC and Amino Technologies (US) LLC. more »

LSE Price
100p
Change
-0.5%
Mkt Cap (£m)
73.2
P/E (fwd)
8.8
Yield (fwd)
7.3

CMC Markets plc is a holding company. The Company is a provider of online and mobile trading servicing both retail and institutional clients. The Company enables clients to trade over 10,000 financial instruments, including indices, commodities, foreign exchange (FX) and equities through its trading platform. It operates through three segments: UK and Ireland (UK & IE), Europe, and Australia, New Zealand and Singapore (APAC) and Canada. Clients can trade the markets via contracts for difference (CFDs), financial spread bets (UK and Ireland segment only) and binaries. With the Company's spread bet, a client bets a specific stake size per point movement of a product, rather than trading a specific number of shares or units. The Company offers four types of binaries: Ladder, One Touch, Up/Down and Range. It also offers Australian wholesale and retail clients the ability to buy and sell Australian Securities Exchange (ASX) and SSX (formerly APX) listed products and managed funds. more »

LSE Price
89.96p
Change
1.8%
Mkt Cap (£m)
255.6
P/E (fwd)
10.9
Yield (fwd)
6.0

Joules Group PLC is engaged in the design and sale of lifestyle clothing, related accessories and a homeware range, through the multi-channel business structure embracing retail stores, e-commerce, county shows and events and wholesale. The Company has three segments: Retail, Wholesale and Other. The Retail segment includes sales and costs relevant to Stores, E-commerce, Shows and Franchises. The Wholesale segment includes sales and costs relevant to the sale of products to other retail businesses or distributors for onward sale to their customer. The Other segment includes income from licensing. The Company's products include womenswear, menswear, Little Joule, Baby Joule, Wellies and homeware. The Company operates 97 the United Kingdom and Republic of Ireland stores (including five concessions) and three franchise stores. Joules branded products are sold through selected wholesale partners, primarily in the United Kingdom, North America and Germany. more »

LSE Price
265p
Change
-1.3%
Mkt Cap (£m)
235.7
P/E (fwd)
17.7
Yield (fwd)
1.1



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


3 Posts on this Thread show/hide all

andrea34l 6th Jun 1 of 3
1

I frankly don't understand the low rating of Xpediator (LON:XPD) given the prices demonstrated by them. The even consider they'll benefit from Brexit! 

I'm happy enough to continue with my long term holding of TP (LON:TPG) after this update. 

I did hold Scisys (LON:SSY) and sold too early.... but I'd prefer to wait for interims after this update before studying again. 

What do you make of the recent fall in T Clarke (LON:CTO) Matylda? I'm assuming it's just caught up in the mess from £kllr considering their recent very positive updates. 

| Link | Share | 1 reply
matylda 6th Jun 2 of 3
1

In reply to post #481526

Xpediator (LON:XPD) - Possibly the low margin.

TP (LON:TPG) - Me too although it's a pity it was lacking any numbers at all.

T Clarke (LON:CTO) - Not happy and not really sure of why either, could be you're correct.

Blog: Briefed Up
| Link | Share
mercury61 7th Jun 3 of 3
3

CMC Markets (LON:CMCX)
WOW HUGE director buys here....
07 Jun
CMC Markets Plc
David Fineberg
Buy 332 @ 90.00p £298.80
07 Jun
CMC Markets Plc Grant Foley
Buy 334 @ 90.00p £300.60
no worries here then

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