Morning all!
Carr's ( Carr's (LON:CARR) ) – 156p – £143m – PER 10.7
Interim Results For The 26 Months To 2nd March 2019 – Revenue up 3%, Adjusted PBT up 4.5% and Adjusted EPS up 2.2% - FY outlook remains unchanged.
Not enough to get me any more interested.
Filta Group ( Filta Group (LON:FLTA) ) – 230p – £67m – PER 19.5
Results For The 12 Months To End December 2018 – Revenue up 23%, Gross Margin at 49.8% (49.2% last time), PBT £1.7m (£1.6m last time), Basic EPS of 4.86p (2.9p last time) and the Total Dividend is up 26%.
I am Long here, will check the market reaction to these results as the EPS figure seems a little strange to me, was expecting 5.4p versus 5.1p last time.
IG Design ( IG Design (LON:IGR) ) – 600p – £470m – PER 19
Trading Update For The 12 Months To End March 2019 – FY to be in-line, Net Cash up.
Sold out here recently believing 500p or so to be fair value, looks like I may have been wrong there!
Redcentric ( Redcentric (LON:RCN) ) – 78p – £116m – PER 14.6
Trading Update For The 12 Months To End March 2019 – In-line with Net Debt down from £27.6m to £17.6m.
Could be value here after being beaten up this past couple of years. Tempting enough to go on the Watchlist.
Robert Walters ( Robert Walters (LON:RWA) ) – 596p – £452m – PER 11.6
Trading Update For The 3 Months To End March 2019 (Q1) – Solid start, in-line.
I reckon this is fairly valued (at best) around this level.
Sanderson ( Sanderson (LON:SND) ) – 93.5p – £56m – PER 10.9
Trading Update For The 6 Months To End March 2019 – Ahead of managements expectations.
An ex-holding which I considered fairly valued around this level – This ahead of may change that though so I will keep an eye out for upgraded Broker…
