I Read The News Today Oh Boy! 7-Mar-2019

Thursday, Mar 07 2019 by
21

Morning all!

1Spatial ( 1Spatial (LON:SPA) ) – 33p – £32.6m – PER 66.7

Trading Update For The 12 Months To End January 2019 – FY to be at least in-line with Cash at £6.4m. Looking forward to higher levels of profitable growth.

Will keep an eye out for actuals.

Alfa Financial Software ( Alfa Financial Software Holdings (LON:ALFA) ) – 123p – £370m – PER 19.7

Results For The 12 Months To End December 2018 – States improved Revenue but I see an IFRS decline of -16% as well as an EPS decline of -45%.

My first coverage but there's enough here to put me off for now.

Gresham House ( Gresham House (LON:GHE) ) – 446p – £111m – PER 16

Results For The 12 Months To End December 2018 – AUM up 250%, Adjusted Operating Profit of £3m (-£0.7m Loss last time), Maiden Dividend of 3p.

Nice to see a Profit (for the first time since 2012) and a Maiden Dividend (albeit <1%). Not enough to tempt me yet but will keep an eye out for progress here.

Quiz ( QUIZ (LON:QUIZ) ) – 32p – £40m – PER 9.2

Trading Update – Things do not seem to be improving.

Still not cheap enough for me to take any more interest at the moment. 

As always, all comment most welcome!

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1Spatial plc is a holding company. The Company's principal activity is the development and sale of information technology software along with related consultancy and support. It operates through three segments: Geospatial, Cloud Services and Central costs. The Geospatial segment includes the core 1Spatial Group, including France and Belgium, and Laser Scan Inc. The Cloud Services segment is represented by Enables IT and its two smaller businesses: Avisen and Storage Fusion Limited, and its associate, Sitemap Limited. Its geospatial technology enables organizations to manage, validate, integrate and interpret spatial data from different sources. Its products and services include 1Integrate for ArcGIS, 1Spatial Cloud, 1Spatial Management Suite, Elyx Suite, FME, Geocortex, G-Cloud Services, consultancy, support and training. Its clients include national mapping and cadastral agencies, utility and telecommunications companies, and government departments, including census bureaus. more »

LSE Price
33p
Change
 
Mkt Cap (£m)
32.6
P/E (fwd)
74.2
Yield (fwd)
n/a

Alfa Financial Software Holdings PLC is a holding company. The Company is developer of Alfa Systems, is mission-critical software platform purpose-built for the asset finance industry. The Company offers professional services including business process consultancy, user interface (UI) design, cloud hosting, project management and training consultancy. The Company’s products include equipment finance and automotive finance. Equipment finance Provides equipment leasing, structured asset finance, installment credit and other corporate and consumer lending. Automotive finance provides retail and commercial lending and leasing, wholesale and dealer finance. The Company’s platform provides point of sale, originations, contract management, and wholesale services. Point of sale includes Web-based quotation, and templates and business rules. Originations include credit management and document management. Contract management includes leases and loans, and bad debt management. more »

LSE Price
132.4p
Change
-1.9%
Mkt Cap (£m)
405
P/E (fwd)
20.7
Yield (fwd)
n/a

Gresham House plc is an asset management company. The Company focuses on managing funds and co-investment or club deals across a range of differentiated and illiquid alternative investment strategies for third-party clients. Its segments include Asset Management, Forestry Management, Investment in Securities and Property Investment. The Company invested in securities and maintained its investment in commercial properties. It is developing a platform for product development, distribution and structured discretionary co-investment. Its property portfolio consists of the property in Speke, Liverpool, known as Southern Gateway, and a residual approximately five acres at Newton-le-Willows. Its subsidiaries include Aitchesse Limited, Gresham House Asset Management Limited, Chartermet Limited, Deacon Commercial Development and Finance Limited, Gresham House Finance Limited, Gresham House Holdings Limited, Gresham House Investment Management Limited and Gresham House Real Assets Limited. more »

LSE Price
510p
Change
 
Mkt Cap (£m)
127.4
P/E (fwd)
17.9
Yield (fwd)
0.9



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


1 Post on this Thread show/hide all

MrContrarian 7th Mar 1 of 1
5

My morning smallcap tweet: Quiz biz loses fizz

QUIZ (LON:QUIZ), United Carpets (LON:UCG), Argo (LON:ARGO), Indigovision (LON:IND), Cambridge Cognition Holdings (LON:COG), Obtala (LON:OBT), Wincanton (LON:WIN)

Quiz (QUIZ) Warns on FY. Cuts rev guidance to £129m (previously £133m) and down 2% YoY despite price cuts. EBITDA (excl. HoF write off) £4.5m (previously £8.2m). Store sales down 11%. Will review business. I hold.
United Carpets Group (UCG) gloom and doom. Cuts FY pretax guidance to £550k to £650k (from ?).
ARGO Group (ARGO) £2.5m tender offer.
IndigoVision Group (IND) FY rev up 9% but stll losing money. EPS 4.1c cents (34.9c). Div 0. "Despite this substantial improvement, there remains much work still to be done to return the Group to an acceptable level of profitability." Or any profitability.
Cambridge Cognition (COG) £2.5m placing at 72p, 13% discount to accelerate growth, strengthen the balance sheet for discussions with corporate partners and pay for the new COO,.
Obtala (OBT) £2m placing at 6.25p, a slim 4% discount. Needed to "combine our rapid pace of revenue growth with production efficiencies and enhanced marginal returns" and not because net debt has inc to £20.2m I'm sure.
Wincanton (WIN) wins contract to launch and operate a new Co-op regional distribution centre.

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