Keyword results: margins

VIC
VIC
PREMIUM CONTENT

Victorian Plumbing – ANOTHER warning having only listed in June. AIM IPO roll-call of shame...

On 22nd June Victorian Plumbing (VIC) founder and CEO Mark Radcliffe emphasised “our IPO and admission to AIM is an exciting next step on our growth journey”. That followed a £297.5 million placing. An October first trading update though included “more subdued market conditions as lockdown restrictions were eased” and now full-year results…

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SFE
SFE

Safestyle UK – ‘ahead of expectations’…but for how long?...

Previously writing on windows and doors manufacturer and retailer Safestyle UK (SFE), in May with the shares at 62p I concluded risks saw the attempted recovery only on the watchlist. Today an update including that it now “expects 2021’s full year financial performance to be ahead of current market expectations”…but the shares currently at 57p?…

ESC
ESC

Escape Hunt – trading update, how “encouraging”?

Shares in “escape-the-room experiences” company Escape Hunt (ESC) remain ahead after my previous scepticism but are down today, further below 40p, despite a trading update including “revenue during the five-week period (to 20th June 2021) was 47 per cent. higher than in the same five-week period in 2019” and “estimated earnings before interest, tax, depreciation and amortisation at site level for the five weeks to 20 June 2021 was 310 per cent. of the site level EBITDA in the same five weeks in 2019”. So why the share price response?…

Cohort – “good prospects for further significant new orders”... so why a falling share price?...

Defence and related markets products and services company Cohort (CHRT) has announced a trading update including “Net funds stronger than expected at c.£2m (30 April 2020: net debt of £4.7m; 31 October 2020: net debt of £6.1m)… order book of c.£240m (30 April 2020: £183.3m)… we see good prospects for further significant new orders”. Why then are the shares currently, at 636p, more than 5% lower in response?…

SFE
SFE

Safestyle UK – “in line with recently increased market expectations”… but what does that mean?

Self-styled “the leading UK focused retailer and manufacturer of PVCu replacement windows and doors for the homeowner market”, Safestyle UK (SFE) is “pleased to report… trading and financial performance has continued in line with recently increased market expectations”, including “order book remains at levels similar to 2021’s strong opening position which continues to provide good visibility of near-term revenues”. Sounds encouraging, but what are the specifics?…

QTX
QTX

Quartix – is the progress ‘pleasing’? And what of the value now?...

Previously writing on vehicle telematics company Quartix (QTX), in October with the shares at 340p, I noted it “pleased with the progress we have made so far in 2020” but questioned value. Today it “is pleased to announce its audited results for the year ended 31 December 2020”. So what’s the outlook now?…

G4M
G4M
PREMIUM CONTENT

Gear4music – trading ‘exceeded previous expectations’, but sustainable?

Online musical instruments and music equipment retailer Gear4music (G4M) has made a trading update including “both our UK and European operations have performed well post Brexit, helping to drive revenue growth and support margins that have exceeded our previous expectations”. But what of the shares, currently more than 10% higher in response, at around 800p?…

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Superdry – trading update, “making good progress with our strategy and brand reset”?

Fashion company Superdry (SDRY) has updated on trading, with CEO Julian Dunkerton stating “we have financial flexibility and are making good progress with our strategy and brand reset… record levels of engagement through our influencer-led Autumn campaigns”. The shares have currently responded towards 155p, er more than 5% lower…

MRW
MRW

More Reasons to Look at Morrisons

Hello, Share Pals. It’s hard to see why supermarkets are not scorching ahead during this pandemic. They’re among the few retail operations that have stayed open throughout and so competition for non-food items has been very weak…

CEY
CEY
PREMIUM CONTENT

Centamin – cracking Interims & a dividend hike to pay for the Ouzo

Fully-listed Egyptian gold-miner Centamin (CEY) has released its half-year results to the end of June this morning and they look great. And the interim dividend has been hiked by 50% to 6 US cents per share (as predicted in these parts), with the cheque arriving on 11 September a couple of weeks earlier than last year. Yum-yum…

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FAB
FAB

Fusion Antibodies – emphasises “strong revenue performance”… what about cash burn?

Previously I’ve cautioned on shares in “specialists in pre-clinical antibody discovery, engineering and supply for both therapeutic drug and diagnostic applications”, Fusion Antibodies (FAB). They have recently though again been rising – and today a “Trading update”

IGE
IGE
PREMIUM CONTENT

Image Scan Holdings – a buy? Hell Yes!

Pre-Close Trading Update” from X-ray screening systems manufacturer Image Scan Holdings (IGE) recently included “sales for the year ended 30 September 2019 were £2.4m (2018: £3.5m)… pre-tax trading loss for the year was approximately £370k (2017: profit of 49k)… the company currently holds high levels of stock, particularly part-complete portable X-ray systems”. That doesn’t sound good, BUT…

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Time to Sell Tesco, Mayhap, After a Good Run

Hello, Share Creepers. Tesco (TSCO) shares have bounded ahead this year. So I think I might sell my holding now. I was shopping in Morrison (MRW) yesterday - in which I also hold stock - and I found the shopping environment there rather better than my local Tesco branch...

Another Big Builder Defies the Doubters and Posts Decent Numbers. It's Worth a Look

Hello Share Buyers. House building is a funny old game for poor old share shifters like us. If house prices fall, as they seem to be doing now, you can bet your last dollar that builders' share prices will go down even faster. But my feeling is that continuing demand for homes and low interest rates will keep the sector bubbling up, especially for more affordable homes...

ANG
ANG

Angling Direct – argues “strategic focus on customer experience and service, as well as positioning our stores”… but what about investors?

“New Store Opening and Trading Update” from fishing tackle and equipment retailer Angling Direct (ANG), which the company “is pleased to announce” and sees CEO Darren Bailey “very excited to have opened our Nottingham store” and also stating “whilst other areas of the retail sector may be experiencing difficulties, we are delighted that our strategic focus on customer experience and service, as well as positioning our stores in the correct locations, is driving our growth and brand value”. Great news then?...

PSN
PSN
PREMIUM CONTENT

Despite the £1 billion profit...Persimmon's had a dodgy start to the week

Did you see the weekend press article that mentioned Persimmon (PSN) might lose out on future Help to Buy contracts? As I started discussing here just under a year ago, such support mechanisms distort, fail to help the really needy and have allowed the housebuilding sector to do rather well in terms of profitability. This in turn led to the bonus scandal at Persimmon, where clearly a remuneration committee were asleep at the wheel in not capping more aggressively the rewards senior executives could make…

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EDL
EDL
PREMIUM CONTENT

Major blow to Edenville Energy's coal-to-power plans

All that Edenville Energy (EDL) seems to have managed to achieve over the years is to burn through cash at a rate of knots whilst failing to deliver anything for shareholders other than a steady and prolonged decrease in the share price. I can remember even back in 2010/11 when this company was being promoted as having huge potential, along with all the other rubbish that you tend to hear spouted about these small AIM resource outfits across the bulletin boards...

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BBY
BBY

Debt Slashed, Orders Up, Profit Margins Addressed. Yep, There's a Lot Going for Balfour Beatty

Hello, Share Revellers. It might be tempting, without doing any research at all, to compare Balfour Beatty (BBY) to Carillion and the dire problems there were there. But not all construction engineers are in trouble. Balfour Beatty looks set fair, in my humble opinion, for an increased share price and dividends...

FFX
FFX

FairFX Seems a Fair Bet Due to Revenue Growth Without Cutting Its Margins

Hello Share Swiggers. At the 2018 Global Group UK Investor Show, we had a brilliant presentation from a big cheese at FairFX Group (FFX) ie: James Hickman, the firm’s chief commercial officer. Tom was over the moon about it and I think he’s a customer. Tom even picked it out as a goer on the show’s Dragon's Den section. So it’s pleasant to report that the company continues to shine.

ZBO
ZBO
PREMIUM CONTENT

New scrap importation regulations in China could finish off Zibao Metals

Zibao Metals (ZBO) is a company which most of you will never have heard of before, but could well be on the pump and dump crews lists again very soon after the latest news.

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DTY
DTY

Dignity - shares mourn as the CMA launches a funeral sector review

I noted in my last write-up on under pressure funeral operator Dignity (DTY) that in its last earnings conference call they wished they could be more precise about future prospects. Well all the coffins are in the air again today as the Competition and Markets Authority (CMA) has announced 'a review into the £2 billion funerals market to ensure that people are not getting a bad deal'. Ouch.

ASC
ASC

ASOS – H1 results argue “further progress with a strong trading performance”, why does the market disagree?

Online fashion retailer ASOS (ASC) states it “reports further progress with a strong trading performance for the six months to 28 February 2018”. The shares have responded, er, currently quite a percent lower…

Footasylum – what growth to expect following recent AIM listing?

I reviewed Footasylum (FOOT) on its November AIM listing being followed with a director buy announcement, concluding cautiously with the shares then at 209.5p. They would go on to commence 2018 at more than 250p, but are currently back to just over 200p…

CNA
CNA

Centrica gets shafted by the government getting down with the electorate

After the omnishables that was Theresa May’s big cough-rence speech, mumblings from the Brexit transition Queen about the need for a price cap on the easy targets of the electricity and gas utilities spanked the shares of Centrica (CNA) and Scottish & Southern (SSE), with the former falling to a 14 year share price low. Whilst the latter bores me, the former does grab my attention as the current management team does have a sensible plan involving selling us energy efficiency related technology and services to complement our core gas and electricity bills.

C21
C21

21st Century Technology – shares down on contract win, balance sheet fears?

21st Century Technology (C21) “is pleased to announce it has been awarded an important on-vehicle safety systems engineering contract with a major UK bus fleet operator worth just over £1m”. The shares have though responded slightly lower to 2.875p…

Dunelm - I want a 5% yield, not a 5 year share price low

I am trying to remember the last time I visited a Dunelm (DNLM) store - to be honest I have much better things to be doing at the weekend than wandering around a home furnishing retailer. On a quiet RNS day, the news that John Browett, the company's CEO for the last couple of years, had resigned with immediate effect for personal reasons stood out. I do not know why John resigned but I wish him the best...and this brings us to the observation that the company itself makes that 'the next phase of growth requires different leadership' (which it will announce in due course - the Chairman is taking charge for the time being).

CTO
CTO

Victorian Engineer Stays Up With Times as the Order Book Hits Record High

Hello Share Twiddlers. Sticking to my policy of finding you companies you may not have considered before, I bring you a firm that was in at the beginning of electric lighting. T Clarke (CTO) lights up big areas. For example, it’s doing Selfridges for them. Way back in history it was the first to electrify the Tower of London. More recently it helped with the complex electrical needs of the Olympic Stadium. T Clarke now provides many other engineering services, as well as electrical work, for other well-known companies. Fire alarm systems is just one tiny example.

RBN
RBN

Robinson plc – interims talk of ‘recovering margins’ & “further growth”, so why are the shares slumping?

Packaging company Robinson (RBN) has announced results for the first half of 2017, including “we do expect to see sufficient new business coming through in the second half to achieve growth in revenue for the year as a whole and we expect to continue to build the pipeline for further growth in 2018”. However, the shares are currently 6.5% lower, at 121.5p…

C21
C21

21st Century Technology – Contract Win share price rise, but what of margins & the balance sheet?

The largest percentage share price riser in London currently today is transport technology company 21st Century (C21). This is on the back of a “Contract Win” announcement…

Crawshaw – argues “pleased with the progress we've made”, so why are the shares lower?

An “AGM Trading and Strategic Update” announcement from fresh meat and food-to-go retailer, Crawshaw (CRAW) includes that “we are pleased with the progress we've made” and “the trading performance of the business continues to be stable following the improvement in like-for-like sales from the initiatives introduced throughout the estate”. The shares have responded to the announcement… approaching 14% lower, to 25p! Hmmm…

AMO
AMO

Amino Technologies – updates on trading “at record levels”, so why are the shares currently down?

Shares in provider of digital TV and cloud products and services to network operators, Amino Technologies (AMO) have recovered strongly from an October 2015 profit warning, to recently above 200p. However, they are currently sliding back below this level on the back of a “Trading Update” announcement…

Crawshaw – argues “we continue to be encouraged”, the market isn’t…

Fresh meat and food-to-go retailer, Crawshaw (CRAW) has updated on trading including “we have continued to build on the progress noted in our last update with the improvements in sales and customer numbers being maintained through December as planned” and “we continue to be encouraged by the customer response to the recent changes we've made”. So why are the shares currently approaching 8% lower, at 23.5p?...

Cambria Automobiles – review as shares down on “in line” AGM trading update

Despite being “pleased to announce” an AGM trading update, shares in UK automobiles company Cambria (CAMB) are currently a couple of percent lower, below 60p, on the back of it…

Brammer – Q3 trading & financial position update, from bad to worse…

Having joined industrial supplies distributor Brammer (BRAM) as CEO on 1st August, Meinie Oldersma has purportedly “been impressed by the market position and the expertise and the quality of people the group has built over the last few years”. However, the shares are currently more than 30% further down, at 87.5p, on the back of the “Update on Q3 Trading and Financial Position” announcement. Hmmm…

Majestic Wine – review of a far from majestic “Trading Update”

Specialist wine seller Majestic (WINE) has announced, despite its retail operations “trading on track”, Naked Wines UK and Australia performing “on plan” and “a return to growth for Lay & Wheeler”, that “EBIT for the current financial year ending 3 April 2017 is expected to fall below current market expectations”. Uh-oh…

AVS
AVS

InterQuest & Avesco – share tip of the year updates

Since previously updating on my share tips of the year last month – see HERE, both have had significant news…

Zamano – initial “Highlights” of half year results positive, so why are the shares further down?

zamano (ZMNO) has announced results for the first half of 2016, with a first two “Highlights” of “sales increased by 80.2% to €18.748M” and “zamano continued to improve its balance sheet position, with cash of €7.430M at 30 June 2016”, so why are the shares currently further lower below 10p? …

BLT
BLT

BHP Billiton: make billions in losses… and the shares correctly go up

You cannot complain when one of your tips of the year has put on over 35% in the last eight-and-a-bit months, but it would be fair to say a month or two into the year even I wondered what I had let myself in for with BHP Billiton (BLT).

BOO
BOO

boohoo – this won’t end in tears, merely frustration for the impatient

My friend Paul Scott made a brilliant call to buy boohoo (BOO) shares with conviction at 24p, shortly after a profit warning in January 2015. With the shares surging to 80p now, it’s been an incredibly successful trade.

GMS
GMS

Gulf Marine Services – do contract win & contract extension signal turnaround?

Shares in Gulf Marine Services (GMS) have initially reacted modestly positively to an announcement of a contract win and contract extension – with CEO Duncan Anderson emphasising the developments reflect “our strong client relationships, leading operational expertise and flexibility”. The following reviews – with I having previously concluded sceptically here...

zamano – from “positive performance in revenue & profit” to group contribution margins “lower” in less than 3 months…

Provider of interactive applications and services to mobile devices, zamano (ZMNO) “is pleased to issue an Interim Management Statement in conjunction with its Annual General Meeting”“Pleased to issue” - should be good then, wait, what? The shares are currently down approaching 17%, to 10p, on the back of it? Hmmm…

AO
AO

AO World – full-year results, do the numbers reflect “deliver(ing) huge benefits to the business”?

Online electrical retailer AO World (AO.) has announced results including that “the consistent focus we place on delivering amazing customer service along with the investment we have been making in our brand continues to deliver huge benefits to the business” and that “trading in the current financial year has started well”. The shares though are now down 6%, to 157p, on the back of the announcement. Hmmm, let’s take a look...

EU Supply – AGM trading update, can a discounted fundraising be avoided?

Having cautioned on shares in e-procurement software provider, EU Supply (EUSP) at 4.5p in January, I now update on the back of an “AGM Statement” announcement which sees them currently at 4.125p…

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