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HMLH continues to frustrate. The acquisition strategy does not yet seem to be paying off. Margins remain under pressure. In c.2015 there was a major investment in IT, HR and Compliance: all part of “growing up” and becoming a larger company. However, in repeating the mantra that “we have higher standards than anyone and want to do things properly” there have been new costs that…

A first draft of thoughts on these results. Revenue. Disastrous. Top line, like for like down 21%. Within that philatelic trading and sales down by 40% from £15m to £9.1m. Publishing was up a tiny bit. Dealing in coins and other collectible so were up, but they had Mallett for a full year. A point I have made previously: last year philatelic operating margin was…

SGI Price 245p, market cap £115m. Further thoughts on SGI prior to the AGM.( Page references from the Annual Report) Basic earnings per share are falling. 18.5p; 6.3p and then 4.2p. Adjusted eps are falling. 21p; 13.3p then 12.9p. ( inside front cover) The dividend actually fell. 7p for 15 months is 5.6p prorata. Yet the dividend declared was 5p. In fact dividends have gone…

A lot of my comments below are only findable by looking at the detailed numbers. The “spin” on these figures is bad Strip out the acquisitions and revenue from existing operations is well down. So for the year just ended like for like revenue is down 18% from £36.4m ( = 12/15 of last year’s results £45.5m and I will use that annualised basis in…

ELEKTRON TECHNOLOGY PLC A BRIEF HISTORY Ten years ago 2005 In 2005*, Group Sales were £22.7m, and Elektron was profitable with pretax profit of £2.7m. The share price was c15p and the Company was capitalised at £11m (* y/e 31/01/05)Today In January 2015, Elektron trades on AIM at around 5.25p per share. The company is capitalised at less than £10m. Sales in the six months…

Simonty's Latest Comments

Paul, can you comment on LGT. Their trading update inline with “Board” expectations......which tells us nothing. A little rant from you might get noticed by the Company. Why can they not reference market expectations ????

Graham, any chance of yr thoughts on PCF. Thanks

Paul, what do you make of NTBR ? Unbelievably cheap, as no visibility. So, will it always be cheap ?

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