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Matylda's Latest Blogs

Morning all! Fulcrum Utility Services ( £FCRM ) – 24p – £53m – PER 6.5 Results For The 12 Months To End March 2019 – Revenue up 20.4% to £48.9m (£40.6m), Adjusted PBT up from £7.9m to £8.6m with EPS down from 4.3p to 3.5p, Net Cash is down from £9.4m to £3.8m and the FY Dividend is up 7.1%. This looks like a bit…

Morning all! City Pub ( £CPC ) – 218p – £130m – PER 23 Interim Results For The 6 Months To End June 2019 – Revenue up 36% (LFL 2.6%), Adjusted PBT up 19%. Seems cautious about further expansion at present, concentrating on existing estate. Still reckon about 200p is a fair price here especially considering this downbeat update. Gateley ( £GTLY ) – 166p…

Morning all! Avingtrans ( £AVG ) – 240p – £75m – PER 19 Results For The 12 Months To End May 2019 – Revenue up 34% to £105.5m (£78.9m), Adjust PBT £5.3m (£2.4m), Adjusted Diluted EPS 14.9p (8.4p), FY Dividend 3.8p (3.6p). Acquisitions seem to be integrated well but I do remain cautious here on them trying to do too much too quickly – Even…

Morning all! Bango ( £BGO ) – 132p – £93m – PER 147 Interim Results For The 6 Months To End June 2019 – Revenue up 64%, no real Profit yet, states enough cash to see the company through to cash positive. Still looks less of a gamble than it used to be but still not enough for me to get involved yet. K3 Capital…

Morning all! Alfa Financial Software ( £ALFA ) – 93p – £280m – PER 14 Trading Update For H1 – Warns FY Profit to be significantly below expectations. Ouch! I will be avoiding this for some time. Angling Direct ( £ANG ) – 60p – £39m – PER 334 Summer Trading Update – UK store number 30 opened, summer trading up 13.3% in-store and 26.7%…



Matylda's Latest Comments

Agree Phil, on a PE on the same level (8) and a yield of 3%+.

Thanks Andrea, nice to see some director buying at £SBIZ at least. £EKF rating is crazy to me but, hey, each to their own.

An additional view on £VLX for those interested - https://www.research-tree.com/blogs/insights/volex-august-2019-analysis-view-by-briefed-up

I was coming more from the default on the loan book than on the "valuables" - However, even on the "valuables" surely they would also be harder to sell on as people have less money. Just kinda thinking and sharing that thinking out loud.

Wouldn't it maybe be the case that if there's a recession that the rise in Gold would perhaps be off-set by an increase in defaults on the loan book?

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