Morning all!
Character ( Character (LON:CCT) ) – 522p – £110m – PER 10.8
Trading Update – Since November results trading has been postive and remains in-line with expectations.
Still like this but just not quite enough to justify a purchase.
Eddie Stobart Logisitics ( Eddie Stobart Logistics (LON:ESL) ) – 103.5p – £392m – PER 7.6
Trading Update For The 12 Months To End November 2018 – Revenue up 35% from £624m to £843m with underlying EBIT broadly in-line with market expectations.
There may be value here so I will keep an eye out for Broker notes, note the 5%+ yield.
Henry Boot ( Henry Boot (LON:BOOT) ) – 250p – £333m – PER 8.7
Trading Update For The 12 Months To End December 2018 – A strange update which I think means it's in-line, they've had a good start to this year but lots of difficult and uncertain type terms thrown in.
I can't get any more interested here today than I was yesterday.
Miton ( Miton (LON:MGR) ) – 52p – £90m – PER 10.6
Trading Update For The 12 Months To End December 2018 – AuM up 14.5%, 2018 expected to be in-line with market expectations.
I am Long here (should really have sold out at about 60p (coming off it's highs) but I just couldn't justify it to myself) and I like this update.
As always, all comment most welcome!
