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Jonno's Latest Blogs

Walker Greenbank (LON:WGB) shares have suffered much as predicted in the Stockopedia anatomy of a profit warning and continue to drift downward. Not helped perhaps by the recent announcement by John Lewis of a dramatic profits fall. I suspect the John Lewis partnership is an important customer for the company. Unfortunately I bought a small position in Walker Greenbank (LON:WGB) on the basis of the…

Positive AGM statement from RM (LON:RM.) this morning. Like many UK smallcaps that appear to be trading well the shares to my mind offer very good value. Other smallcaps that also fit this description in my view, include Bloomsbury Publishing (LON:BMY), Miton (LON:MGR) and Norcros (LON:NXR), although in fairness we are yet to find out how current trading is at Norcros and news on the…

Profit warning from Alumasc (LON:ALU) this morning. As expected the lowly rated share price has been caned. The company quantifies the effect of the profit warning citing a 5% reduction in revenue and 15% reduction in profit before tax. I am not sure but my best guess is that this translates into EPS of 17p for the year to June 2018. There is also a…

Trading update from Creightons Creightons (LON:CRL) released at just after 4pm states that significant and unexpectedly higher order intake has resulted in demand outpacing manufacturing capacity. As a consequence the Company has decided to outsource the supply of some branded product lines rather than disappoint customers, which has adversely impacted profit margins. The net result is that full year profit before tax is likely to…

Several of you may have seen the article in the Times today that speculates on a bid approach for Elegant Hotels pitched at around 110p from Melia Hotels, an international Spanish hotelier. Currently the share price is 83.5p. The implied net asset value at the interim results in June was 175p and the current tangible book value is somewhere in excess of 100p. Although NAV…



Jonno's Latest Comments

Hi leoleo73 I haven't read the telegraph article, but I hold and have added to Walker Greenbank (LON:WGB) on recent weakness. My view is that trading, although challenging appears to have stabilised and the company is in reasonable health financially. Current figures for ROCE and free cash flow are good and the view of brokers is that the dividend of around 5% is safe and…

Morning Graham Given that it is relatively quiet today any chance you might revisit yesterday's trading update from MJ Gleeson (LON:GLE).

Hi Barnetpeter Wish I knew where the market was heading, although in all honesty I have no idea. There are so many quality UK stocks at attractive valuations at the moment that it is difficult to know whether to buy or wait, given the limited funds available. However as you rightly suggest I suspect that many shares will be cheaper next week. I am tempted…

Looks like plenty of demand for your services this morning Graham. Anyway if you can squeeze it in I would be interested in your thoughts on MJ Gleeson (LON:GLE) that released a very upbeat trading statement this morning and also Ted Baker (LON:TED), that released a more considered trading statement, I appreciate that Ted Baker (LON:TED) is above £500m market cap, but you previously commented.and…

Hi Glorenfeld Apologies for repeating that last aspect of your post in my reply regarding the intention to fund acquisitions from existing resources. I think that you have to take Strix (LON:KETL) at its word, which eliminates the prospect of a near term placing. All the best

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