​I Read The News Today Oh Boy! 7-Feb-2018

Wednesday, Feb 07 2018 by
16

Morning All!

Not much to report today but on the other hand - I quite like both of them...

Warpaint London ( £W7L ) – 209.85p – £161.1m – PER 16.8

Trading Update For The 12 Months To End December 2017 – In-line, Retra (recent acquisition) performing well – “we look forward to the future with confidence”.

Still like this and it’s still on my Watchlist at 200p.

Filta Group ( Filta Group (LON:FLTA) ) – 173.52p – £47.1m – PER 24.1

Trading Update For The 12 Months To End December 2017 – Revenue in excess of £13.25m (up over 30% on the prior year (FY 16: £10.1m)). Slightly reduced gross margin owing to a change in revenue mix so profit just in-line with market expectations. Organic growth strong.

Like this enough to add it to the Watchlist, 150p.

A good day to all!


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Warpaint London PLC is a United Kingdom-based company engaged in color cosmetics business. The Company sells color cosmetics in the United Kingdom and overseas, principally under the W7 brand. The Company operates through two divisions: close-out and own-brand. The own-brand division consists primarily of the Company's flagship brand, W7. The W7 brand contains over 500 items, which are sold into high street retailers and independent beauty shops across the United Kingdom, Europe, Australia and the United States. The W7 brand focuses on the 16-30 age range. more »

LSE Price
99p
Change
1.5%
Mkt Cap (£m)
74.8
P/E (fwd)
8.1
Yield (fwd)
6.8

Filta Group Holdings plc is a provider of various services to national and independent commercial kitchen operators and owners. The Company's principle service is FiltaFry, which is the micro-filtration of cooking oil, the vacuum-based cleaning of deep fryers and full Fryer Management. Its business operations are within the United Kingdom and the United States. The United States operations are operated as a franchise network, while the United Kingdom activities are operated under both franchise and direct sale business models. In addition to FiltaFry, Franchise Owners offer other fryer management services provided and managed by it, including waste cooking oil collection and removal (FiltaBio) and the supply of cooking oil (FiltaGold) and non-fryer related kitchen services, including the provision and servicing of moisture absorption panels for refrigeration units (FiltaCool). Its drain-related services include live bacteria drain dosing. The Company has over 180 Franchise Owners. more »

LSE Price
239.75p
Change
1.2%
Mkt Cap (£m)
68.6
P/E (fwd)
20.1
Yield (fwd)
1.5



  Is LON:W7L fundamentally strong or weak? Find out More »


3 Posts on this Thread show/hide all

MrContrarian 7th Feb '18 1 of 3
3

My morning smallcap tweet:

Falanx (LON:FLX), £R4E

Falanx Group (FLX) wins £700k contract over 3 years and contract expansion worth an extra £130k over 3 years. Cap is £6.3m.
Reach4Entertainment (R4E) guides FY17 adj EBITDA broadly in line with market expectations and FY18 in line.

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Beginner 7th Feb '18 2 of 3
3

Belvoir Lettings (LON:BLV) may be of interest.
In line with market expectations, but:
PER = 7.5
PEG = 0.53
Yield = c6%
Revenue up 13% (mainly due to acquisitions).
"There is a strong pipeline of portfolio acquisition opportunities, many of which are expected to complete in the first quarter."

The business is primarily a lettings agency, run on a franchise basis.  It is suggesting the potential abolition of letting fees in 2019 as a positive, as smaller agencies leave the market to concentrate on sales.  An earlier estimate suggested an 8% revenue decrease might result.  Surely this must be worth more than a quid?

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mrosbiston 7th Feb '18 3 of 3
5
a recap of some of the most positive trading updates so far in 2018

NAME TICKER MKT CAP DATE EVENT LANGUAGE
Numis Numis (LON:NUM) 351m 06/02/2018 Trading Update revenues significantly ahead of the comparable period last year
Veltyco Veltyco (LON:VLTY) 60m 05/02/2018 Trading Update significantly ahead of market expectations
Spectra Systems Spectra Systems (LON:SPSY) 45m 01/02/2018 Trading Update FY will significantly exceed market expectations
Sopheon Sopheon (LON:SPE) 49m 29/01/2018 Trading Update significantly ahead of market expectations
Yu Group £YU 139m 29/01/2018 Trading Update FY rev significantly ahead of current market forecasts
Learning Technologies Learning Technologies (LON:LTG) 427m 22/01/2018 Trading Update Adjusted EBIT materially ahead of market expectations
Premier Technical Services Premier Technical Services (LON:PTSG) 179m 16/01/2018 Trading Update materially ahead of current market forecasts for 2018
Bioquell Bioquell (LON:BQE) 64m 09/01/2018 Trading Update significantly ahead of market expectations
Symphony Environment Symphony Environmental Technologies (LON:SYM) 22m 04/01/2018 Trading Update pretax significantly higher than current market expectations

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