Morning all!
Avation ( Avation (LON:AVAP) ) – 263p – £170m – PER 9.8
Trading Update For The 6 Months To End December 2018 – Expects H1 Revenue to be $58m ($52.4m last time) with PBT and EPS to be double last year.
This seems impressive and I will be keeping an eye out for Broker notes here, on this ex-holding.
Lok'n Store ( Lok'n Store (LON:LOK) ) – 420p – £124m – PER 32.7
Trading Update For The 6 Months To End January 2019 – A strong H1 with Revenue up 7.7% YoY, EBITDA mentioned, no actuals.
Looks over valued to me.
UP Global Sourcing Holdings ( UP Global Sourcing Holdings (LON:UPGS) ) – 58p – £47.7m – PER 9.5
Trading Update For The 6 Months To End January 2019 – Underlying Revenue up 20.8%, current trading ahead of expectations.
Looks like there could be value here, will be keeping an eye out for Broker notes and revised forecasts.
As always, all comment most welcome!