Read The News Today Oh Boy! 8-Oct-2019

Tuesday, Oct 08 2019 by

Morning all!

Air Partner ( £AIR ) – 91p – £48m – PER 11

Interim Results For The 6 Months To End July 2019 – Underlying PBT and EPS down circa -30%, Interim Dividend up 2.9%. Expect to make a profit in H2 and meet expectations, confident for next year.

No more tempted here until at least seeing FY actuals.

Hollywood Bowl ( £BOWL ) – 227p – £340m – PER 16

Trading Update For The 12 Months To End September 2019 – Strong trading, PBT to be slightly ahead (growth of circa 10%), considering returning additional capital to shareholders.

I still don’t see value here on a PER of 15+ but always seems steady enough and, I suspect the potential for a return of capital will help.

Motorpoint Group ( £MOTR ) – 217p – £197m – PER 11

Trading Update For The 6 Months To End September 2019 – Expects Revenue to be up 1%, Margins improved but overheads expected to be circa £2m higher (half non-recurring), £10m buy-back announced.

The sector is not one of interest to me still, watching and waiting for blood on the streets and a potential bargain!

Robert Walters ( £RWA ) – 490p – £372m – PER 10

Q3 Trading Update – Net Fee Income up 2%, UK letting the headline figure down, FY PBT to be in-line with last year (I see forecasts for 5% growth), Net Cash at £81.6m (£41.3m).

I expect this to be cheaper and more attractive sometime in the future.

Stock Spirits ( £STCK ) – 229p – £459m – PER 14

Trading Update For The 12 Months To End September 2019 – In-line.

Looks about fair value to me at these levels, doesn’t excite much at present.

As always, all comment most welcome!

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Robert Walters plc is a United Kingdom-based professional recruitment consultancy. The Company offers specialist professional recruitment and recruitment process outsourcing services. The Company's segments are Asia Pacific, UK, Europe and Other International. Other International consists of the United States, South Africa, the Middle East and Brazil. As part of its specialist professional recruitment services, it offers permanent, contract and interim recruitment across accounting and finance, banking and financial services, engineering, human resources, information technology, legal, sales and marketing, secretarial and support, and supply chain and procurement disciplines. Its Resource Solutions business offers recruitment process outsourcing (RPO) and managed services. The Company's subsidiaries include Robert Walters Pty Limited, Resource Solutions Corporation Pty Limited, Robert Walters Germany GMBH and Robert Walters Brazil Limitada, among others. more »

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Air Partner plc is a United Kingdom-based aviation services company. The Company provides worldwide solutions to industry, commerce, governments and private individuals. The Company has two divisions: Charter division comprising air charter broking and remarketing and the Consulting & Training division comprising the aviation safety consultancies, Baines Simmons, Clockwork Research and SafeSkys, as well as Air Partner's Emergency Planning Division. In addition for reporting purpose, the Company is structured into four divisions: Commercial Jets, Private Jets, Freight (Charter) and Consulting & Training (Baines Simmons, Clockwork Research, SafeSkys and Air Partner's Emergency Planning Division). more »

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Stock Spirits Group PLC is a United Kingdom-based spirits company. The Company, together with its subsidiaries, is involved in the production and distribution of branded spirits in Central and Eastern Europe. It operates through five segments: Poland, Czech Republic, Italy, Other Operational and Corporate. The Other Operational segment consists of the results of operations of the Slovakian, International and Baltic Distillery entities. It has more than 40 brands and exports its products to more than 40 countries worldwide. It offers spirits, including vodka, vodka-based flavoured liqueurs, rum, brandy, bitters and limoncello. Its brands include Zoladkowa de Luxe, Lubelska, Zoladkowa Gorzka, Fernet Stock, Bozkov, Amundsen, Keglevich, Limonce, Keglevich, Golden, Stock 84, Fernet Stock Citrus, Hammerhead and Stock Original. more »

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

1 Post on this Thread show/hide all

MrContrarian Tue 7:58am 1 of 1

My morning smallcap tweet: RWA sprays the blame

Hollywood Bowl (LON:BOWL), £C21, Robert Walters (LON:RWA)

Hollywood Bowl (BOWL) guides FY pretax up over 10%, slightly ahead of market expectations. May return capital to the Group's shareholders.
21st Century Technology (C21) Edinburgh expected to award contract worth c.£2.9m over 5 years.
Robert Walters (RWA) Q3 net fee income up only 2%. Guides FY profit flat YoY. Blames Brexit, Hong Kong protests, US-China tariff war, gilets-jaunes, solar eclipses and cats-playing-pianos strike.

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