I Read The News Today Oh Boy! 9-Jan-2019

Wednesday, Jan 09 2019 by
11

Morning all!

Augean ( Augean (LON:AUG) ) – 70p – £72.7m – PER 7.69

Trading Update For The 12 Months To End December 2018 – Expects to be in-line with previously upgraded expectations with higher Net Cash than expected (£8.2m).

I still cannot be tempted here whilst that outstanding issue with HMRC remains.

Majestic Wine ( Majestic Wine (LON:WINE) ) – 250p – £180m – PER 14.7

Trading Update For The 10 Weeks To End December 2018 – Sales up 6.8% (6.3% underlying), FY PBT to be broadly in-line (£11m - £12.8m).

I still don't see a reason to get excited here.

Mothercare ( Mothercare (LON:MTC) ) – 15.5p – £53m – PER n/a

Trading Update For The 13 Weeks To 5th January 2019 – Challenging, on track with cost saving plan - FY unchanged.

Remains on my Avoid list.

Shoe Zone ( Shoe Zone (LON:SHOE) ) – 179.5p – £89.6m – PER 10.9

Preliminary Results For The 12 Months To End September 2018 – Revenue up 1.8%, Statutory PBT up 18.4%, EPS up 20.7%, Final Dividend up 17.6% and a Special of 8p too meaning Total Dividend is up 91.2%.

I am Neutral here but will keep an eye out for Broker notes following these results as they look quite good.

Topps Tiles ( Topps Tiles (LON:TPT) ) – 63.7p – £124.2m – PER 9.6

Trading Update For The 13 Weeks To 29th December 2018 – LFL Revenue down -1.4%.

The yield is good (5%+) but there's just not enough else to make me a Buyer here at present.

Science In Sport ( Science in Sport (LON:SIS) ) – 53.5p – £65.3m – PER n/a

Trading Update For The 12 Months To End December 2018 – Underlying Revenue growth of +27% - FY to be in-line (another loss then).

Remains on my Avoid list until it starts making money.

As always, all comment most welcome!


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Augean PLC is engaged in the provision of specialist services focused on hazardous waste. The Company operates through five segments: Energy and Construction, which includes a site at Cooks Hole in Northamptonshire where minerals are extracted and also generates energy as electricity from closed landfill cells and operates over three hazardous and non-hazardous landfill operating sites; Radioactive Waste Services, which provides waste disposal services of low level radioactive wastes and naturally occurring radioactive material produced in the United Kingdom; Augean Integrated Services; which operates a High Temperature Incinerator at Sandwich, East Kent and a site in Cannock focused on Total Waste Management solutions; Augean North Sea Services, which provides waste management and waste processing services to offshore oil and gas operators, and Industry and Infrastructure, which provides specialist industrial cleaning services and operates over three waste processing sites. more »

LSE Price
68.5p
Change
-2.1%
Mkt Cap (£m)
71.1
P/E (fwd)
7.5
Yield (fwd)
n/a

Majestic Wine plc is a wine retailer. The Company acts as a holding company for its subsidiaries. The Company is engaged in the retailing of wines, beers and spirits. The Company operates through four segments: Retail, Commercial, Naked Wines and Lay & Wheeler. The Retail segment is a customer based wine retailer, selling wine, beer and spirits from stores across the United Kingdom, and online, and also incorporates the Company's French business. The Commercial segment is a business-to-business wine retailer selling to pubs, restaurants and events. The Lay & Wheeler segment is a specialist in the wine market and also provides cellarage services to customers. The Naked Wines segment is a customer funded international online wine retailer. Its subsidiaries include Majestic Wine Warehouses Limited, Lay & Wheeler Limited, Les Celliers de Calais S.A.S., Majestic Wine Employee Share Ownership Trust Limited, Naked Wines International, Nakedwines.com Inc. and Vinotheque Holdings Limited. more »

LSE Price
270p
Change
1.1%
Mkt Cap (£m)
194.8
P/E (fwd)
16.6
Yield (fwd)
2.3

Mothercare plc is a retailer for parents and young children. The principal activity of the Company is to operate as a specialist omni-channel retailer, franchisor and wholesaler of products for mothers-to-be, babies and children under the Mothercare and Early Learning Centre brands. The Company's operating segments include the UK business and the International business. The UK business segment includes the United Kingdom store and wholesale operations, catalogue and Web sales. The International business segment includes the Company's franchise and wholesale revenues outside the United Kingdom. Its clothing and footwear product includes ranges for babies, children and maternity wear; home and travel includes pushchairs, car seats, furniture, bedding, feeding and bathing equipment, and toys are mainly for babies. It operates in the United Kingdom through its stores and direct business, and across the world in over 60 countries through its international network. more »

LSE Price
15.74p
Change
-0.1%
Mkt Cap (£m)
53.8
P/E (fwd)
n/a
Yield (fwd)
n/a



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


1 Post on this Thread show/hide all

MrContrarian 9th Jan 1 of 1
5

My morning smallcap tweet: SHOE shows FOOT a clean pair of heels

Sosandar (LON:SOS), Shoe Zone (LON:SHOE), Universe (LON:UNG), Local Shopping Reit (LON:LSR), Silence Therapeutics (LON:SLN), Topps Tiles (LON:TPT), Liontrust Asset Management (LON:LIO)

Sosandar (SOS) guides FY rev slightly ahead of market expectations. Q4 gross margin 53.3%, up 500bps. Q4 conversion rate increased 129bps to 3.47%. I hold.
Shoe Zone (SHOE) FY to end Sept. EPS 19p up 21%. Final div 8p (6.8p) plus 8p special div. Current trading ahead of previous market expectations.
Universe Group (UNG) begins roll-out with major new customer Euro Garages to provide payment terminals and payment processing services to 370 petrol stations.
The Local Shopping REIT (LSR) 30% holder Thalassa is preparing a possible offer. I don't expect it to be generous. I hold.
Silence Therapeutics (SLN) CFO has left. He is thanked.
Topps Tiles (TPT) Q1 trading: LFL down 1.4% cf Q4 up 1.2%. "Against a challenging market backdrop and a strong period of performance in the prior year we believe the business has performed robustly ."
Liontrust Asset Management (LIO) Q4 £471m net inflow. "This has been achieved despite the challenging environment for equities and bonds in the latter part of 2018."

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