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…
.JPG)
