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Matylda's Latest Blogs

Morning all! Cambria Automobiles ( Cambria Automobiles (LON:CAMB) ) – 53p – £53m – PER 6.75 Audited Preliminary Results For The 12 Months To End August 2018 – Revenue down -2.2% to £630m, Underlying PBT down -13.3% to £9.8m, Underlying EPS down -14.7% to 7.84p – The Dividend is maintained at 1p. Still Neutral here although with a NAV of £56.6m there’s some decent downside…

Morning all! Focusrite ( Focusrite (LON:TUNE) ) – 421.5p – £244.9m – PER 24.5 Results For The 12 Months To End August 2018 – Revenue up 13.7% (CC) to £75.1m, Adjusted Operating Profit up 22.6% with Adjusted Diluted EPS up 22.3% - The Total FY Dividend is up 22.2% and Net Cash stands at £22.8m (£14.2m last time). Priced about right perhaps? I remain Neutral…

Morning all! A rare event – No RNS to report on today for companies in my universe. As always, all comment most welcome!

Morning all! Eagle Eye Solutions ( Eagle Eye Solutions (LON:EYE) ) – 124p – £31.6m – PER n/a AGM Statement –Q1 Revenue up (26%) and EBITDA Loss is narrowing. Not enough in that statement to take me away from Neutral. Trakm8 Holdings ( Trakm8 Holdings (LON:TRAK) ) – 64.5p – £23.4m – PER 6.9 Unaudited Results For The 6 Months To End September 2018 –…

Morning all! Norcros ( £NXR ) – 226p – £181.5m – PER 7.1 Results For The 6 Months To End September 2018 – Revenue up 12.1%, Underlying PBT up 29.9%, EPS flat, Net Debt more than doubled (to £53.5m) and the Interim Dividend is up 7.7%  - “Robust performance in a challenging market environment”. Confident for FY. I could be tempted away from Neutral here…



Matylda's Latest Comments

I don't quite understand why nobody has mentioned the return rate of 50%+, it's normal or is Sosandar (LON:SOS) an exception to the rule perhaps ?

Grand - For what it's worth, seems a fair enough view to me, wishing you well with your holding.

This is my note... Macfarlane ( Macfarlane (LON:MACF) ) – I estimated a 100p 2 year price target here applying my usual analysis approach for Growth and Value at the time of the last update. I should have sold then but kept it on my potential Sell in a market downturn list – So, it was sold (late). I have EPS growth at 2018E 15%…

Yes Donald - I guess they have shared their expectations with their brokers and EPS will be 11.4p this year and 12.9p next (according to Stockopedia). Not sure it's quite tempting enough for me. There are no Broker notes on Research Tree I can see.

Sure - This is my basic Tech screen which shows the Market Cap and Sectors too - Hope it helps. https://briefedup.com/standard-tech-screen/

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