Good evening/morning, it's Paul here!

These 7am flying starts have been a bit of a shock to my system this week (being more of a night owl), so I'm jolly glad that it's the long Easter weekend coming up, to chill out a bit!

I'm off to Munich for a couple of nights, tomorrow. No particular reason, other than it was a £150 per person special offer from BA, flights and a nice hotel - pretty good, eh! I can recoup a fair proportion of that in the executive lounge before take-off too.

So I'm brushing up on my O-level German. A phrase I remember from school is, "Was?! Du lieber gott! Das ist doch nicht moglich!", or something like that.  I'm looking forward to using that phrase, in an indignant tone, if presented with an extortionate bill of any kind.

Let's hope I don't cause a diplomatic incident over Brexit. I've always liked Germans anyway. They make fantastic cars & machine tools, love their beer, and have a wonderful sense of humour.



Early Skim of the RNS

(7-8 am brief reviews)


D4T4

Year end trading update - 31 Mar 2019 - adjusted profit "slightly ahead" of expectations.

Strong pipeline, so confident will achieve market expectations for 31 Mar 2020.

Share price has risen c.60% since end 2018, so good performance looks to be already baked into the share price.

An interesting company, so I will take a closer look later this morning.



Trifast (LON:TRI)

Trading update - for FY 03/2019.

Underlying profit "slightly ahead of management expectations".

New banking facilities agreed, gives headroom for more acquisitions.

Positive outlook, despite macro headwinds.

I'll write an enlarged section below.


Moneysupermarket.Com (LON:MONY)

How are the friendly meerkats getting on?

Q1 2019 trading update today. 

Revenues up 19% - driven by more people switching energy suppliers, but growth expected to moderate during the year.

Confident of meeting market expectations.  Confirms special divi of 7.46p.

Share price has been strong this year. Price looks a bit toppy to me (fwd PER of 18.4) for an intermediary with no moat. Terrific track record of growing profit each year.

As nearly £2bn market cap, I won't expand on this. Was just curious to see how they're trading, and…

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