Small Cap Value Report (Wed 22 Nov 2017) - BOTB, CAMB, SCS, VANL, CRL, QUIZ, GFIN

Tuesday, Nov 21 2017 by

Good morning! It's Paul here. This should be a busy & interesting day, with lots of RNSs to report on, then the Budget from Philip Hammond around lunchtime. (12:20, according to the ITV listings)

Please note that I added lots more to yesterday's report, which now covers results or trading updates from;

Accrol, Empresaria, SRT Marine Systems (CEO interview), FocusRite, Severfield, XL Media, Jaywing, AO World.

All attention will be on the Budget today, which I think will be televised just after PMQs in Parliament. My broker reckons that some investors are worried that the Chancellor might tamper with AIM IHT relief - which he thinks has caused some selling in AIM shares recently. Let's hope that's not the case.  EDIT - phew! All good.

Charity Investor Lunch - TOMORROW!

Stop press! Renowned small caps investor, David Stredder (aka Carmensfella) has just been on the phone, to alert me that there are a small number of spare places for a charity lunch in London tomorrow. David has organised this lunch to celebrate our own Ed Page-Croft's phenomenal achievement earlier this year, when he cycled from London to Paris in 24 hours.

So the aim of the lunch is for investors to meet up & chat about shares, over a nice lunch on a moored boat on the Thames. Between each course there will be some interesting speakers, including Clarke Carlisle, the footballer who has been very open about his battle with depression & addiction, and speaks very movingly about mental health issues.

On the shares front, I think David wants me, Leon Boros, and Lord Lee, to host tables of other investors. It should be great fun, with lots of interesting chats with other investors, plus the aim is for us to raise as much money as we can for the featured charities (minimum suggested donation £100 per person).

So if people would like to come along, please contact either David Stredder or Ed Page-Croft, using either a message through Stockopedia's messaging system, or David's Mello website has details on how to contact him.

Sorry it's such late notice, but a few places unexpectedly arose at the last minute. So I thought it would be good to throw it over to SCVR readers, just in case anyone is around tomorrow in London & fancies joining us.

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Best of the Best Plc runs car competitions. The Company displays luxury cars as competition prizes in rented retail space within airport terminals, at shopping centers and online. The Company is engaged in selling tickets to passing airport passengers, as well as from online customers through its Website. The Company operates from approximately eight United Kingdom and over two international airport sites, as well as approximately from three shopping centers. The Company operates from various airport sites located at Gatwick North, Gatwick South, Birmingham, Manchester Terminal 1, Edinburgh, Dublin's Terminal 2 and Westfield shopping center located in London's Shepherds Bush. The Company's Indian franchise trades under the BOTB brand from Hyderabad airport. The Company carries out its principal operations in the United Kingdom. The Company's subsidiary is Best of the Best ApS. more »

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Cambria Automobiles plc is a motor dealer, which is engaged in the sale and servicing of motor vehicles. The Company is engaged in the provision of car vehicle sales, vehicle servicing and related services. It is a retailer of new and used cars, commercial vehicles and motorbikes. It operates on a dealership-by-dealership basis. It operates from approximately 30 sites with a total of over 50 dealer franchises. It operates dealerships across England, from the North West through the Midlands, down to Kent in the Southeast and across Exeter in the South West, trading under local brand names, such as Dees, Doves, Grange, Invicta, Motorparks and Pure Triumph. Its brand portfolio comprises Abarth, Alfa Romeo, Aston Martin, Dacia, Ford, Fiat, Honda, Jaguar, Jeep, Land Rover, Mazda, Nissan, Renault, Seat, Triumph, Vauxhall and Volvo. It also provides ancillary services. It offers finance and insurance for the execution of the transaction along with service plans to maintain the vehicle. more »

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Pendragon PLC is an automotive online retailer. The Company's principal market activities are the retailing of used and new vehicles and the service and repair of vehicles (aftersales). Its segments are Stratstone, which consists of its vehicles, truck and commercial vans brand, including the sale of new and used motor cars, motorbikes, trucks and vans, together with associated aftersales activities; Evans Halshaw, which consists of its volume brand, including the sale of new and used motor vehicles and commercial vans; US Motor Group, which consists of its retail operations in California in the United States, including the sale of new and used motor cars; Pinewood, which consists of its activities as a dealer management systems provider; Leasing, which consists of its contract hire and leasing activities; Quickco, which consists of its wholesale parts distribution businesses, and Central, which represents its head office function and includes all central activities. more »

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

29 Comments on this Article show/hide all

runthejoules 22nd Nov '17 1 of 29

Thanks for Jaywing (LON:JWNG) Paul - QUIZ (LON:QUIZ) results look good this morning at first glance. I sold yesterday...

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phoenixnight 22nd Nov '17 2 of 29

Morning Paul

Eckoh (LON:ECK) put out their half year report this morning. It's an in-line expectation for the full year, but US growth seems to be coming through quite well, and the company benefits from a high level of recurring revenue..

Best Of The Best (LON:BOTB) also put out a trading update that read pretty well with the move to online sales progressing as planned. I know you've covered these in the past.



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imranawan 22nd Nov '17 3 of 29

Morning Paul,

Would be grateful if you could take a look at QUIZ (LON:QUIZ) interims issued this am. Strong online growth albeit from a low base, looks potentially interesting and I think you've covered it before.


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MrContrarian 22nd Nov '17 4 of 29

My morning smallcap tweet:
Super quiet, with in-line trading statements which I don't comment on.

dotDigital (LON:DOTD)

Dotdigital Group (DOTD) buys Comapi, a fast-growing business focused on the omni-channel messaging and cloud communication market, for £11m plus up to £1.2m in share options to the management team over 2 years. Comapi revenue £7.8m and EBITDA of £1.2m.

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MrContrarian 22nd Nov '17 5 of 29

Ignore. Duplicate post.

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mpjubb 22nd Nov '17 6 of 29

Morning Paul,

Could you have a look at Gfinity (LON:GFIN) please?


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Julianh 22nd Nov '17 7 of 29

Any thoughts on:
* Dotdigital (DOTD) - based on the limited information provided in the RNS, the acquisition looks very relevant, extending DOTD beyond (old hat) email into a variety of more modern communications media
* Creightons (CRL) - decent if unspectacular growth. CRL is a favourite with a lot of small cap investors. I was very impressed by the management team when they presented at a recent Blackthorn investor event
Many thanks in advance

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daveinthelakes 22nd Nov '17 8 of 29

Hi Paul,

Creightons (LON:CRL), market cap now £24M, interims-

Revenue increased by 7% £16.7m. (2016: £15.6m).

Operating profit margin of 5.8% (2016 5.1%).

Profit before tax increased by 21% to £956,000 (2016: £790,000).

· Diluted EPS 1.09p (2016: 1.00p)

ROCE 10.7% (2016: 9.5%)

Paid final dividend of 0.23p per ordinary share in August 2017 (2016: No dividend).

Interim dividend of 0.15p per ordinary share to be paid in December 2017

Most interesting is that revenue up 7% but during the period the order book up 13.5%. They will have a short lead in time for orders so a lot of the book should come through in H2 which combined with the increased operating margin bodes well.

I hold.


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Paul Scott 22nd Nov '17 9 of 29

Good morning!

Thanks for your requests. So far, this is what I'm intending to report on today;

BOTB - in line trading update

CAMB - preliminary results

SCS - AGM update

VANL - various announcements

CRL - interim results

QUIZ - Interim results

Gfinity - final results

That's plenty to be going on with, as remember it's the 2017 Budget after PMQs today, so lunchtime-ish.

Regards, Paul.

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 Are LON:BOTB's fundamentals sound as an investment? Find out More »

About Paul Scott

Paul Scott

I trained as an accountant with a Top 5 firm, but that was so boring that I spent too much time in the 1990s being a disco bunny, and busting moves on the dancefloor, and chilling out with mates back at either my house or theirs, and having a lot of fun!Then spent 8 years as FD for a ladieswear retail chain called "Pilot", leaving on great terms in 2002 - having been a key player in growing the business 10 fold. If the truth be told, I partied pretty hard at the weekends too, so bank reconciliations on Monday mornings were more luck than judgement!! But they were always correct.I got bored with that and decided to become a professional small caps investor in 2002. I made millions, but got too cocky, and lost the lot in 2008, due to excessive gearing. A miserable, wilderness period occurred from 2008-2012.Since then, the sun has begun to shine again! I am now utterly briliant again, and immerse myself in small caps, and am a walking encyclopedia on the subject. I love writing a daily report for on most weekday mornings, constantly researching daily results & trading updates for small caps. Cheese! more »


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