Morning all!

Anpario ( Anpario (LON:ANP) ) – 340p – £78.7m – PER 19.5

Results For The 12 Months To End December 2018 – Revenue down slightly but PBT is up 34% with EPS up 31%, the FY Dividend is up 11% and Cash is stable at £12.9m. Trading for the current year is ahead of 2018 but concerns regarding Brexit and Afircan Swine Fever.

There may be value here I will keep an eye out for revised Broker notes.

Batm Advanced Communications ( Batm Advanced Communications (LON:BVC) ) – 46.5p – £188m – PER 102

Results For The 12 Months To End December 2018 – Looks good and due to a substantially higher year end Order book 2019 Revenue and EBITDA already expected to be ahead of market expectations.

Still seems to be heading in the right direction, I will be keeping an eye out for revised Broker notes here – Would be hopeful that PER looks more realistic now!

Cambria Automobiles ( Cambria Automobiles (LON:CAMB) ) – 65p – £65m – PER 8

Trading Update For The 5 Months To End January 2019 – Ahead of the corresponding period last year - No firm guidance on FY.

Still seems too much caution round this sector (Br**it) but doesn't seem to be "blood on the streets yet". I remain on the side-lines in relation to the sector in general at present.

Costain ( Costain (LON:COST) ) – 397p – £425m – PER 10.2

Results For The 12 Months To End December 2018 – Revenue down, Reported PBT and EPS both down slightly but the FY Dividend is up 8%. Record higher quality Order book at year end (£4.2bn).

There's perhaps some value here for the Yield and potential for modest growth – Not enough for me though.

Headlam ( Headlam (LON:HEAD) ) – 418p – £353.7m – PER 11

Results For The 12 Months To End December 2018 – Revenue and EPS up 2.3%, Underlying PBT up by an even smaller amount. Net Cash at £36.7m (£35.3m last time) but includes acquisition spend…

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