Keyword results: revenue growth

EYE
EYE

Eagle Eye Solutions – “comfortably ahead of management expectations”… but what does that mean financially?...

Marketing technology group Eagle Eye Solutions (EYE) has announced “revenue growth of 35% in Q1 versus the prior year, an increase from the Q4 FY21 growth of 27%. As a result, the board now expects adjusted EBITDA for the full year ending 30 June 2022 to be comfortably ahead of management expectations”… and the shares have currently responded circa 5% higher towards 600p. How does the valuation look?…

Microsaic Systems – reckons “thrilled to report… transformational performance”, so why further share price decline?...

The CEO of Microsaic Systems (MSYS) Glenn Tracey is “thrilled to report this transformational performance for the first half of 2021”. The shares have responded to the half-year results announcement to currently 0.22p, more than 12% lower! So what’s going on?…

TND
TND
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Tandem Group – AGM trading update, how’s demand v. supply now?...

Previously writing on sports, leisure and mobility equipment group Tandem (TND), in February with the shares at 545p I questioned sustainable growth or not?, concluding the shares still on the watchlist. They have since been above 700p but are currently 565p despite an AGM Statement today including “revenue for the 25 weeks to 22 June 2021 approximately 14% ahead of the same period in the previous year” and “forward order books are at record levels with group outstanding orders currently totalling £34.7 million compared to £10.7 million at the same point last year”. So what’s going on?…

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ITX
ITX

Itaconix – just how soon did this Woodford dog need balance sheet improvement?

With its shares having closed on Monday at above 16p, on Tuesday morning self-styled “a leading innovator in sustainable plant-based polymers used as essential ingredients in everyday consumer products”, AIM-listed Itaconix (ITX) was “pleased to provide an update on its commercial progress and current trading”. Today it is “pleased to announce a placement” (natch!)…

ITX
ITX

Itaconix – a Woodford dog with balance sheet improvement needed indeed...

Self-styled “a leading innovator in sustainable plant-based polymers used as essential ingredients in everyday consumer products” Itaconix (ITX“is pleased to provide an update on its commercial progress and current trading”. Why then have the shares currently responded approaching 18% lower?!…

ZOO
ZOO

Let's All Consider Going Back to the Zoo as Telly Watching Booms in Lockdown

Hello, Share Thrashers. Let’s consider one of my earlier recommendations that’s almost doubled in the last three months. This was not a prediction of great genius on my part as the rise was… well, quite predictable. I’m talking about a Sheffield company which is taking advantage of the boom in telly-watching caused by enforced home captivity…

IQE
IQE

Tom Winnifrith Hasn't Liked this Share, But Things are Looking Up

Hello, Share Pickers. Oh, dear! It’s always worrying when I do this. But I want to bring you news of a company which Uncle Tom has been critical of in the past. He’s done that mainly on the grounds of value. And he’s a value investor. But this company looks to be building better foundations and the future for its particular market looks chirpy…

Ethernity Networks – “on target for 2020 & positioned for growth in 2021”… but what is the target & growth?!

An “on target for 2020 & positioned for growth in 2021” update from telecommunications networks technology company Ethernity Networks (ENET) – and the shares currently more than 20% higher in response, at 26p. But what is the “target” and what is the “growth” it reckons it is positioned for?…

CyanConnode – argues loan “for working capital to fund growth”, what about for keeping the lights on?...

Self-styled “a world leader in Narrowband Radio Frequency Smart Mesh Networks” CyanConnode (CYAN) has updated including that it “is pleased to announce that it has agreed a £400,000 unsecured loan from certain directors for working capital to fund growth… revenue exceeded the same period last year by approximately 50%” – and the shares have currently responded to above 6p, 10% higher…

TPX
TPX

Panoply's Share Price Could Beat a Recent Surge if A-list customers Continue to Sign Up

Hello, Share Takers. How’s this for a spiffing idea? You help organisations that need to make more money by building them internet platforms specially designed to attract the dough. If that body happens to be a charity, like Unicef, for example, then your business idea does the world a lot of good. And if your customer is the British government that wants to bring together hundreds of different companies to make and supply hospital ventilators, then how can you go wrong?

AO
AO
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AO World – a lockdown winner… but can the outlook from here justify the valuation?

Another day of FTSE gains and online electrical retailer AO World (AO.) has announced results for its half-year ended 30th September 2020, emphasising “the results we’re announcing today give huge confidence that our business is well set for the future to cement the changes”. The shares have currently responded, er, around 7% lower to about 390p…

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PCI Pal – “close the gap towards our first months of cash generation and profitability”… how swiftly?

“Cloud provider of secure payment solutions”, PCI Pal (PCIP) has updated including “first quarter revenues are 44% ahead of the comparative period last year” and the shares have currently responded to 46.5p, more than 16% higher…

THG
THG
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Am I wrong about The Hut Group?

I have written a couple of times about THG Holdings (THG), The Hut Group, about which I essentially stated that you should not be chasing this one after the first day IPO pop from the 500p list price to a c. 600p share price. Well that was all fine and dandy, until the last week or so when the share has pushed up about 10% or so. Funnily enough, today’s third quarter update notes not only an acceleration in revenue growth (to 38.6% from 35.8% in H1) aided by strong progress in the direct-to-consumer and its Ingenuity Division (‘beauty manufacturing and product development for third parties’), but increased full year revenue growth target from a c. 25% increase to a new guidance range of ‘c. £1.48bn to c. £1.52bn (+30% to +33%)’…

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TPG
TPG

TP Group – argues “resolute response” & “a strong start to H2”, so why the share price fall?...

TP Group (TPG) has announced results for the first half of 2020, including emphasising “resolute response” and “a strong start to H2 with multiple significant orders secured”. The shares are currently just above 6p in response, more than 13% lower…

RB
RB
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Reckitt Benckiser – still more than just a Covid-19 beneficiary...

Back in July I loved up the health and hygiene giant Reckitt Benckiser (RB.) and noted ‘my target remains over £80 a share’. Well – let’s face it – it was not too difficult to be optimistic about a company during the time of a huge healthcare concern whose brands include Dettol, Vanish, Air Wick and Harpic…even before you consider FinishDurex, Gaviscon and Strepsils. You get the gist: Reckitt is a consumer staples giant well-attuned to today’s backdrop. And you can see this in today’s third quarter update…

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ZOO
ZOO

Let's All Go to the Zoo as Sales Rise Even in Covid-Racked Show Business

Hello, Share Toasters. A share which I’ve earlier recommended has been a disappointment lately. That’s because Zoo Digital (ZOO) is a contractor to TV and film companies and we all know how they’ve been affected by the pandemic. But a report to Zoo’s annual general meeting shows that the company is actually thriving…

PCI Pal – full-year results, how’s that cash burn?...

Previously writing on ‘cardholder not present’ payments technology company PCI Pal (PCIP), in July with the shares up above 40p I concluded whilst the cash has since been topped up, the rate of burn still concerns and remains key to monitor. As such, despite the top-line growth, I currently continue to avoid. Now the company argues “pleased to announce full year results for the year ended 30 June 2020”…

DIS
DIS

Distil – emphasises revenue growth… but value?

Owner of RedLeg Spiced Rum, Blackwoods Gin and Vodka, Blavod Black Vodka, Jago's Cream Liqueur and Diva Vodka drinks brands, Distil (DIS) “is pleased to provide an update on trading for the first quarter of its current financial year” – and the shares have currently responded to 1.2p, more than 9% higher...

RB
RB

Giant Health and Hygiene Company Boosts Income in the Crisis - and is Set to Continue the Boom

Hello Gang. Though it’s rather uncomfortable to say it, here’s another company that appears to be doing rather well out of the virus outbreak. Reckitt Benckiser (RB.) has given first-quarter numbers, and the net revenue of £3.5 billion is 13% better than the same period a year ago...

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And the future is...home furnishings by Dunelm (apparently)

Remember when I quoted John Paul Getty's famous dictum that the only way to get rich...is to sell too soon? Well given I populate a much, much, much lower wealth zone than the great man, clearly my timing skills are hugely inferior. I quoted Getty in relation to my decision to sell my position in Dunelm (DNLM). It was a smart trade but it could have been a lot better if I had carried on holding to today…

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CPG
CPG

Here's a Giant that Points in the Right Direction Even if the Shares Rarely Charge Ahead

Hello, Share Chewers. It’s a bit disappointing how shares in the giant caterer Compass (CPG) fail to soar. I’ve held the shares ever since it was called Granada, which is over 20 years ago. I get average dividends year in year out. Yet no matter how good the figures look - and there’s usually an improvement every year - the share price can be comatose...

Bumper Results for the Watery Company That Stops Leaks, but It May Not Be Too Late to Dive in

Hello Share Trundlers. As predicted, the full-year numbers from Water Intelligence (WATR) look to be a bumper set and the share price rose on the news. A few weeks ago I was well down on my fairly new investment and now I’m nearly back to par. I’m rather confident that better is still to come. Let’s have a look at the trading update info...

PCI-PAL – argues “pleased with the strong performance against key metrics”. Er, what about currently THE key metric here; cash?

Payments technology company PCI-PAL (PCIP) has updated including that it “is pleased with the strong performance against key metrics in the first half of the year (to 31st December 2019), in particular the growth in revenue… is confident that we will continue the momentum built in the first half against key metrics and that the company's strategy and market positioning means it is well placed to continue the progress made in the last 12 months”. The shares have currently responded higher to 43.5p – though still comparing to more than 78p reached in early 2018…

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”

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Sweet but no cigar at Hotel Chocolat

I have written a couple of times on Hotel Chocolat (HOTC), most recently back in September when I loved-up the strategy and style...but struggled to get excited at the prevailing share price valuation. Back then I hoped for a pullback to create a buying opportunity at or below 325p a share...but this morning the shares are a little over a quid above this level. Generally the tone of the update for the 13-week and 26-week periods to the end of December reads well…

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NET
NET

Netcall – having argued “board confidence in the ongoing success”… why a trading update 10%+ share price fall?

Previously writing on Netcall (NET), I questioned argues “board confidence in the ongoing success”… but how confident can it really be?. Today a “Trading Update” – and the shares currently more than 10% lower on the back of it…

LightwaveRF – I having reminded just yesterday results to likely show quite desperate financial times…

Having updated on latest quarter trading yesterday and stated that it “expects shortly to release its audited final results for the year ended 30 September 2019”, now “LightwaveRF plc (LWRF), the leading smart home solutions provider, is pleased to announce its audited final results for the year ended 30 September 2019”. Didn’t it know yesterday the “shortly” was going to be today?!...

Audioboom – emphasises “revenue growth” & “EBITDA improvement”. Er… what about cash flow & the balance sheet?

“Audioboom (AIM: BOOM), the leading global podcast company, is pleased to provide an unaudited trading update for the 12 months ended 31 December 2019” – with it emphasising “91% revenue growth and significant year-on-year EBITDA improvement”. The shares have though currently responded to 237.5p – a few percent lower...

BBY
BBY

Turning Down Unprofitable Orders is Working for Battling Balfour Beatty

Hello, Share Samplers. With the Footsie still on fire after the election, it’s not easy to pick out shares that might beat the pack as nearly every company is forging ahead. But Balfour Beatty (BBY) seems set to keep up with the best of them...

HRN
HRN

Hornby – “shifting gears in our journey back to profitability and beyond”, Really?...

Writing on results from “hobby products” company Hornby (HRN) in June I concluded, with the shares at just over 33p, this is an attempted turnaround I’ll continue to monitor, but at this juncture continue to avoid. Now “Half-year Report” and the shares currently rising… back to just over 33p!...

SPX
SPX

Spirax-Sarco May Sound Like a Star Wars Hero but it's Respected in the City - For Good Reason

Hello, Share Pickers. One of my longest-held shares was the big engineer Spirax-Sarco (SPX). I sold for a big profit. Only to see the blooming stock keep on rising. Recently, unable to stand the strain, I bought the shares back. And annoyingly I nursed a 15% drop almost straight away. But now that paper loss is being eroded day by day. This company is well-run and usually reliable, making me think that the share price will keep on rising. It’s risen about 4% in the last couple of days...

Blue Prism – argues “a very strong financial performance”. Er…

Blue Prism (PRSM) has updated commencing “the group has seen a significant acceleration in sales in the second half of the year, contributing to a very strong full year performance” and including it “enters 2020 with a record order book”. Sounds promising…

dotDigital – with its valuation, right to be “very excited about its financial performance”?

Marketing technology platform group dotDigital (DOTD) has announced results for its year ended 30th June 2019 emphasising, “The group is very excited about its financial performance… strong growth in revenue and profit driven by the group's organic growth strategy and the addition of omni-channel functionality”. Sounds promising…

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Yourgene Health – half-year trading update boosts shares… looks much more to come

Yourgene Health (YGEN) states it “provides a positive trading update for the six months to 30 September 2019” – and the shares have currently nudged higher towards 12p, to capitalise the company at circa £70 million…

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Tungsten Corp – argues swing to profit & “sales pipeline continues to grow”… so why are the shares lower?

Tungsten Corp (TUNG) has updated on its quarter ended 31st July 2019 including “revenue grew 5% in comparison to Q1-FY19”“reflecting revenue growth, ongoing cost containment and collection of receivables written off in prior periods of £0.2 million… adjusted EBITDA increased to £1.0 million from a £(0.1) million adjusted EBITDA loss in Q1-FY19” and “our sales pipeline continues to grow, both by number and value of opportunities”. The shares have though currently responded to 43.5p, slightly lower…

FDM
FDM

Most Companies Need Help with Computers and this Feisty Firm has Clicked onto that

Hello, Share munchers. There are firms which do IT. There are companies that offer their services to them as IT consultants. And then there’s at least one promising outfit which trains graduates and others to be consultants who then support the IT function of other companies. FDM Group (FDM) is such an outfit. And, as we all know that IT is a minefield of complexities, that has to be a useful service. The corporate world seems to think so as FDM has a few thousand experts placed with companies around the world...

ClearStar – an achievement it’s proud of, but financial impact? And it’s an RNS Reach…

“ClearStar (AIM: CLSU), a provider of Human Capital Integrity technology-based services specialising in background and medical screening, is pleased to announce that it has achieved ISO/IEC 27001:2013 accreditation”, with the company emphasising “we are proud to have… efforts recognised through this accreditation”. Though I note it’s an RNS Reach announcement…

KGP
KGP
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Kingspan – on a hot day, let's talk about insulation

As it is - for once - a warm Bank Holiday weekend, it feels perfectly appropriate to talk about insulation and that brings me onto a company I first mentioned on these pages a year ago, Kingspan (KGP)…

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IXI
IXI

IXICO – “materially ahead of current market expectations”… interesting?

“IXICO plc (AIM: IXI), the data analytics company delivering insights in neuroscience, is pleased to announce that the company has continued to see strong growth in revenue in the second half of the year… anticipates that the results for the full year ending 30 September 2019 will be materially ahead of current market expectations” – and the shares have responded currently more than 20% higher to around 40p…

LightwaveRF – discounted fundraising (as warned)… & still how long will it be “sufficient working capital for its present operational requirements”?

Previously writing on self-styled “leading smart homes solutions provider” LightwaveRF (LWRF), in June I noted still there looks clear cash risk and I continue to avoid. Now “Placing and Subscription”

WSG
WSG

Westminster Group – interims emphasise “a significant move forward”… not on the balance sheet though!

Westminster Group (WSG) has announced results for the first half of 2019 emphasising “a significant move forward” and “we look forward to a strong full year performance significantly ahead of 2018”. The shares have not really responded though – currently remaining sub 10p…

GFS
GFS
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Spin City at G4S

Just one of those days in the crop of larger cap regulatory news disclosures today. I cannot get excited about either William Hill (WMH) or WPP (WPP) but the market appears relatively enamoured, so this brings us to a stock that historically I have loved to hate: G4S (GFS)

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Water, Water Everywhere and this Intelligent Outfit Drinks in Higher Profits

Hello Share Chasers. Never let it be said that I’m not topical in my observations. And during a hot summer, our minds turn to water and its conservation. Not so long ago I suggested you look at Water Intelligence (WATR)...

SFE
SFE

Safestyle UK – argues “has delivered good progress during H1”… but how good really?

A half-year trading update from self-styled “the leading retailer and manufacturer of PVCu replacement windows and doors to the UK homeowner market”, Safestyle UK (SFE) includes “revenues for the period will be c.£64.4m, 6.4% higher than H1 2018 with May and June being c.15% higher than the same months in 2018. FENSA installation statistics for the first half indicate that the market has declined in volume by 8.2% versus H1 2018… The group continues to improve its margins and operational KPIs versus the prior year and has delivered good progress during H1”. Having reached more than 90p again in May, the shares though currently remain around 66p…

Mortgage Advice Bureau – things “very positive”. Really?...

Mortgage Advice Bureau (MAB1) has updated including “revenue for the six months ended 30 June 2019 increased by 5% (8% on an underlying basis) to £61m… in the second quarter of the year we have seen some improvement in banked conversion and continue to see these trends in July… encouragingly the majority of our Appointed Representatives continue to hold strong growth plans for 2019 and 2020”. Down from 700p+ reached last year, the shares though currently remain at circa 600p…

Motorpoint – “remains confident in its full year outlook”. Hmmm…

An “AGM Trading Update” from the UK's largest independent vehicle retailer Motorpoint (MOTR) concludes “the board believes Motorpoint is well placed to continue to take market share and remains confident in its full year outlook”. The shares have though responded lower, towards 200p…

JIM
JIM

Jarvis Can Be Cocker About its Results and the Future could Be Bright

Hello Share Twirlers. One of the many consequences of the collapse of Beaufort Securities is that I had to find several other brokers. I needed to spread my shares around without falling foul of the FCA’s rather modest cut-off limit for compensation should a broker hit the skids. One of the companies I chose was Jarvis Securities (JIM)...

CloudCall – “a high degree of confidence that… on-track to meet its future goals”… so why the share price decline?

“CloudCall (AIM: CALL), a leading cloud-based software business that integrates communications technology with Customer Relationship Management platforms, announces the following trading update for the six months ended 30th June 2019”. Hmmm – despite late March-announced results including “it is encouraging to see early indications of the impact those investments will make in the future coming through towards the end of the year… pleased to report a strong start to 2019”, not ‘pleased to announce’?...

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Yourgene – results and explanation as Tom Winnifrith plans to sell but Steve does not

Tom writes: The bottom line is that I shall be selling the FIML shares but am giving you at least 24 hours notice. This is NOT a financial call but an ethical call, as I explain, and Steve Moore, who will cover Yourgene going forward, explains why he is not selling his shares on the results and where he sees them going...

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ABF
ABF

This Chalk and Cheese Combo Could Prove a Tasty Treat

Hello, Share Breakers. May I admit that some of my expensive wardrobe was bought in Primark, including the fetching purple polo shirt which I’m sporting now. Anyone who goes there can attest to the huge crowds its stores attract. More importantly, the queues to pay are usually long...

CRL
CRL

Don't Fret if You Failed to Follow Me into this Beauty Peddler, There Could Be More to Come

Hello, Share Crunchers. T’was 13 days ago when I reminded you that a tiddler I have great regard for was rather undervalued. Since then, shares in Creightons (CRL) have improved by more than 13%. Yet, based on preliminary results, just out, I think that there could still be further rises to come...

Toople – interims, “cash… sufficient to allow business to continue with the growth plan”. Really?...

Previously writing on provider of telecom services to UK SMEs Toople (TOOP), it was argues “tremendous progress”… but what about to that ‘positive cash flow generation’?. Today results for the company’s half-year ended 31st March 2019 argue “this has been an excellent six months for the company… Current trading is strong with another record month in April and a healthy new business pipeline… initiatives and our excellent product offering and customer service will, we believe, ultimately set us on the road to achieve our stated goal of long term future profitability”. The shares have currently responded, er, towards 0.50p – more than 7% lower…

GTC
GTC

Getech – 2018 results, positive operational gearing to really kick in?

Provider of geoscience and geospatial products and services to companies and governments, Getech (GTC) has announced 2018 calendar year results and that “we have entered 2019 with a busy schedule of sales campaigns and we consider Getech to be well positioned to deliver diversified organic growth”

VCP
VCP

Victoria plc – “Results To Meet Expectations”… Or Not?...

“FY Trading Update: Results To Meet Expectations” announcement commencing “Victoria PLC (LSE: VCP) the international designers, manufacturers and distributors of innovative floorcoverings is pleased to provide the following trading update”. At the company’s prior year-end, the shares were well above 700p and it was “confident it will deliver another year of significant, earnings-accretive growth in the 2018/19 financial year”, with also “geographic and product diversification, coupled with the low operational gearing inherent in the business, reduces the group's overall operational risk”… The shares are now below 550p. Hmmm…

Can You See a Big Market for 3D Without Specs? Then Look at This Top TV Pioneer

Hello, Share Babies. As the Footsie is so flat at the mo, waiting for MPs to sort out Brexit, my thoughts turn to penny shares which are not so affected. Especially those with big customer bases outside Europe. So let’s have another peek at Grand Vision Media (GVMH)...

FAB
FAB

Fusion Antibodies – emphasises second half improvement… why a muted share price response?

“Fusion Antibodies plc (AIM: FAB), a pharmaceutical contract research organisation specialising in antibody engineering services, provides a business and unaudited trading update for year ended 31 March 2019, confirming the improvement in second half performance announced on 25 February 2019”. Sounds positive – though despite being down from more than 100p in August and even a start of 2019 more than 50p, the shares nudging up to only 30p?...

PDG
PDG

Pendragon – update suggests ‘operational and financial prospects’ review ain’t going to be positive

“Directorate Change” announcement follows an “Interim Management Statement” from automotive retailer Pendragon (PDG) – and the shares, at around 23p, are currently more than 10% below levels of earlier this week…

System1 Group – full-year trading update, share price recovery imminent?

Previously writing on marketing services group System1 (SYS1) in November with the shares just under 200p, I concluded amidst a clearly continuing challenging trading environment… I’ll monitor with interest, but re. the shares currently continue to avoid. Now a year ended 31st March 2019 trading update…

Quiz plc – full-year trading update argues “continued expansion”. Er…

An update from fashion retail company Quiz plc (QUIZ) early last month included that it “anticipates revenues for FY 2019 to now be approximately £129.0m… now anticipates that the group's EBITDA will be approximately £4.5m”. Today a “Post-Close Trading Update” including “revenue increased by 12% to £130.9m during the financial year ended 31 March 2019 (‘FY 2019’)”. Good news then?...

LightwaveRF – trading update ‘delight’… but revenue is vanity…

CEO of self-styled “leading smart home solutions provider” LightwaveRF (LWRF), Jason Elliott, is “delighted that Lightwave has maintained the momentum of significantly improved revenue in the quarter” – and the shares have currently responded back above 8p, 10% higher…

CloudCall – results argue “a high degree of confidence in the future”… so why the share price fall?

“CloudCall (AIM: CALL), a leading cloud-based software business that integrates communications technology into customer relationship management platforms, is pleased to announce its audited full year results for the year ended 31 December 2018” and its CEO Simon Cleaver considers “having effectively removed some of the cash constraints from the business with successful placings in late 2017 and early 2019, we are well placed to deliver on our growth plans with a high degree of confidence in the future”. So why have the shares responded to 86.5p, approaching 17% lower?...

Maistro – “pleased to report on the significant progress that has been made in 2018”… so why a further share price fall?

CEO of ‘Procurement-as-a-Service’ platform company Maistro (MAIS, formerly Blur), Laurence Cook is “pleased to report on the significant progress that has been made in 2018”. The shares have responded currently to 1.25p – 4% lower. Hmmm…

DGE
DGE

Like the Bubbles in its Glasses, Shares in this Drinks Jumbo Keep on Rising

Hello, Share Trimmers. With Brexit arrangements no further forward, it’s harder to justify any big buys of companies which focus on sales or imports from Europe. So we need to look at the really global sellers if we want to feel a bit safer in our beds. So I turn again to my old favourite Diageo (DGE)...

Autins – “pleased to announce” results & “confident 2019 will deliver positive results”. Really?

Previously writing on automotive sector acoustic and thermal insulation group Autins (AUTG) in October, it was with the shares falling further from the mid 30p’s; “many opportunities to grow and diversify” - why the ‘cost base steps’ then?. The shares are currently again lower to 20p on the back of “pleased to announce” full-year results. Hmmm…

Hotel Chocolat – argues “another strong Christmas”, but how’s the outlook v. the valuation?

“Premium British chocolatier and omni-channel retailer”, Hotel Chocolat (HOTC) has updated on the 13 weeks ended 30th December including “this was another strong Christmas for Hotel Chocolat” and adding “trading since December continues to be in line with management's expectations”. What are expectations though?, and how do they compare to the valuation? – the shares currently circa 5% higher on the day, above 280p – capitalising the company at approaching £320 million…

EYE
EYE

Eagle Eye Solutions – “delighted” on H1 & growth expected to continue into H2… but what about that cash burn?

Eagle Eye Solutions (EYE) has updated on trading including “we are delighted to confirm a strong first half of the year, delivering significant revenue growth and expansion of the customer base, including the addition of Waitrose and Burger King” and “the growth in revenues and volumes is expected to continue into H2”. The shares have not responded excitedly though – currently unchanged at 172.5p…

OBT
OBT

Obtala – quarterly update, now ‘supercharging development’

Obtala (OBT) “is pleased to provide a quarterly update on operations for the three months ended 31 December 2018” – and this includes revenue up by 16% over the previous quarter to $3.7 million, taking the full-year to $13.5 million…

Brave Bison – “Trading and Operational Update”, this time “pleased to provide” merited?

Online ‘social video’ company Brave Bison (BBSN) “is pleased to provide a trading and operational update”. However, it has previously been ‘pleased’, or indeed “delighted”, in announcement ramparoonies (e.g. HERE). Is it different this time?

Blue Prism Group – an update it’s “pleased to report”, so why are the shares down in response?

“Robotic Process Automation” group Blue Prism (PRSM) has updated commencing “the board is pleased to report that the strong sales momentum seen in the first half of 2018 has continued, with a strong second half, particularly in the fourth quarter”. So why a current 15% share price decline, to sub 1400p?…

EYE
EYE

Eagle Eye Solutions – argues looks ahead “with confidence”… though why not provide the key numbers then?

I first cautioned on shares in Eagle Eye Solutions (EYE) in February 2016 at over 200p and mostly recently this summer at around 150p. Currently the shares are 127.5p – though that a few percent higher on the day on the back of an AGM update…

VCP
VCP
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Victoria plc – warns on margins, Lucian’s ‘roll up unravel’ underway?

“Trading Statement” from self-styled “international designers, manufacturers and distributors of innovative floor coverings” Victoria plc (VCP) emphasises early; “The group is realising the benefits of the growth and diversification of the business over the past few years”. A positive trading update then… You what? The shares are down approaching 25%, to 455p?!?...

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OSI
OSI

Take a Look at these Cybermen if You want to Invest in a Whiz Bang Market

Hello, Share Skimmers. Maybe the word Osirium means something to you, but I own up to ignorance of the subject. And I do wish directors would not choose obscure names which are hard to remember. That said Osirium Technologies (OSI) looks a firm worth keeping tabs on.

Shoe Zone – shares jump on ‘ahead of expectations’ update, but still an income buy

Shoe Zone (SHOE) “now expects to report a full year profit before tax for the year ahead of market expectations and in excess of £11.0m”

SEE
SEE

Seeing Machines – not ‘pleased’ to announce results then?

Seeing Machines (SEE), the “computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, has published its audited results for the year to 30 June 2018”. Not ‘pleased’ to do so then? – though I note “highlights” emphasising “five program awards now under contract with global OEMs to be delivered through multiple Tier 1 automotive suppliers” and “revenue up 117% to A$30.7 million”

Maistro – “Business Update” from the former blur Group… but it’s what has not been said

Previously writing on - then blur Group - Maistro (MAIS), I concluded the company’s track record suggests otherwise re. the company expecting a springboard for value creation. A “Business Update” announcement though sees the shares currently back up to 5p…

CNS
CNS

Corero Network Security – “excellent operational gains” & ‘confidence in prospects’. Really?

Corero Network Security (CNS) has updated including it “has delivered excellent operational gains in the first half of the year, which, coupled with its new business pipeline and developing go-to-market partnerships, gives the board confidence in the company's prospects”. Currently at sub 8.5p though, the shares remain comfortably below 11p they approached in May and 20p of a couple of years ago…

TAP
TAP

Profits Soar for this Futuristic Advertising Venture with a Nice War Chest

Hello, Share Squeezers. I wonder if you might fancy investing in an advertising firm listed on AIM? Doesn't sound over-attractive, does it? But you might want to take a further look at Taptica International (TAP).

C21
C21

21st Century Technology – H1 ‘increased profit’. Er, is there a profit at all?

Fleet and passenger systems company 21st Century Technology (C21) has announced results for the first half of 2018, emphasising “the group has generated increased sales, gross profit and operating profit” and “expect our improved performance to continue”. What’s the detail then?...

Coffee Boom and Cash Stash Make this Promising Share, well, Promising

Hello, Share Smashers. It is with some nervousness that I hold onto my Biome (BIOM) shares. They’re now worth quite a lot which is always a difficult stage with penny shares. Especially ones which have previously cost me a lot of dough.

FOX
FOX

Fox Marble – half-year update, progress being made

Fox Marble (FOX) has updated on the first half of 2018 and that “as we move into the second half of the year our focus will remain on capitalising on growth, increasing our capacity and enhancing our product range in order to strengthen our position in the market”

SEE
SEE

Seeing Machines – revenue “within the range of the previous guidance”. Er…

A full-year trading update from Seeing Machines (SEE), the self-described “advanced computer vision technology company that designs AI powered operator monitoring systems to improve transport safety”, commences “total sales revenue was A$30.7 million, an increase of 127% year-on-year (2017: A$13.5 million) and within the range of the previous guidance published”. Sounds promising – so why a current more than 5% share price decline?…

Cloudcall – H1 “played out largely as we expected”. Hmmm, did it?

Previously writing on Cloudcall (CALL) it was 2017 results, emphasises significant reduction in cash burn… but is there?, with the shares more than 6% lower, towards 165p. Today a half-year trading update – and the shares currently down around 10%, at circa 140p…

CER
CER

Billing and Charging Experts Could Be Set to Fly on the Back of a Jolly Set of Numbers

Hello Share Punters. I don't often commend techno/admin companies for your further examination, as they’ve cost me a lot of money over the years. But there is one such company which rather excites me at the mo. And that’s because it has released a very encouraging crop of numbers.

Blue Prism Group – interims from a self-styled “global leader in Robotic Process Automation”. What sort of numbers then?

“Blue Prism (PRSM), a global leader in Robotic Process Automation, is pleased to announce unaudited interim results for the six months to 30 April 2018”. What sort of numbers is such a self-styled “global leader” delivering then?...

Starcom – following announcement of launch of a “high expectations” product last week…

Last week Starcom (STAR) was “pleased to announce the launch of the latest iteration of its awarding winning intelligent padlock, the Watchlock Cube… the company has high expectations for the Cube due to its electronic shell being able to fit a variety of C10 padlocks from various manufacturers, its lower price and a far more durable battery life”. And now… “Placing” (surprise, surprise!)…

ZOO
ZOO

As Demand for Its Services Continues to Grow, It May Be Worth a Visit to the Zoo

Hello, Share Carriers. Zoo Digital (ZOO) has a catchy, simple name yet it labours under a jargonistic description as a ‘provider of localisation and digital distribution for the global entertainment industry’. I do wish companies which expect us to invest in them would use language everyone understands.

ITX
ITX

Itaconix – Q1 trading update, ‘More cash please, Neil’ indeed!

Self-styled “a leading innovator in sustainable performance polymers”, Itaconix (ITX) has announced a trading update for the first quarter of 2018 trumpeting “despite adverse currency movements, group revenue has increased 8% year-on year in the first quarter of 2018”. Sounds decent enough so far…

SRT
SRT

SRT Marine Systems – “results reflect the excellent progress we have made”. Do they?

Previously writing on SRT Marine Systems (SRT), I concluded in November with the shares at 36p to continue to avoid. They had subsequently slipped to around 20p – but are now recovering towards 25p on the back of a Year End Trading Update

VIP
VIP

Vipera – trading update, looking forward “with great confidence”… but right to remain sceptical?

Having last week announced a 7.5p per share possible offer for the company, mobile financial services provider Vipera (VIP) is now “pleased to announce a trading update in respect of the year ended 31 December 2017”. Hmmm, only doing this now, almost three months after the year-end? But at least “pleased to announce”, right?...

Cloudcall – 2017 results, emphasises significant reduction in cash burn… but is there?

“CloudCall (AIM: CALL), a leading cloud-based software business that integrates communications functionality into Customer Relationship Management platforms, is pleased to announce its audited full year results for the year ended 31 December 2017”. The shares have though responded currently more than 6% lower, towards 165p…

LoopUp Group – 2017 results emphasise “ahead of market expectations”… but what’s already in the price?

Remote meetings technology group LoopUp (LOOP) has announced results for the 2017 calendar year, emphasising “we are very pleased to report continued strong business performance ahead of market expectations at all key P&L levels. Our track record of consistent revenue growth in excess of 30% has been maintained, gross margins have improved further and LoopUp EBITDA has grown by 161%”. EBITDA is though, of course, bullshit earnings so what’s the real story…

LoopUp – updates “ahead of market expectations” & “remain confident”, so why are the shares lower?

Remote meetings software group LoopUp (LOOP) has updated including “continued strong business performance ahead of market expectations” and “we remain confident in our ability to deliver future growth”. The shares have currently responded more than 4% lower, to 375p. Hmmm…

Cloudcall – pleased to announce its revenue growth, what about cash burn?

Previously writing on communications-into-CRM platforms integrating software group Cloudcall (CALL), I concluded with the shares at circa 150p that the top line growth interests, but I’d be looking for more net cash generation reassurance. There’s now a Trading Update which has taken the shares to around 160p…

Quiz plc – positive interims, but what’s already in the price?

Writing last month on July AIM-listed Quiz plc (QUIZ), I noted “trading update”… but what about profit & cash? The fast-fashion womenswear company has now announced results for its half-year ended 30th September 2017…

EYE
EYE

Eagle Eye Solutions – argues “delivering on our strategy”, but cash concerns…

An AGM statement from promotions and rewards technology group Eagle Eye Solutions (EYE) opens with that “the year ended 30 June 2017 was a successful period for Eagle Eye that saw us exceed management's original revenue expectations... The group's momentum has continued into the current financial year and Q1 FY2018 has delivered revenue growth of 36% to £3.1m”. However, revenue is vanity, cash is reality…

LightwaveRF – trading statement emphasises top-line growth, but why no update on cash?

LightwaveRF (LWRF) commences a trading update for its year ended 30th September 2017 with that “the company anticipates that revenue will have more than doubled from the prior year (2016: £1.44m). Gross margin is also expected to have materially increased (2016: 32.5%)”. However, the shares have currently responded slightly lower to 23.5p…

Hotel Chocolat – full-year results, is the share price recovery justified?

In July, previously writing on Hotel Chocolat (HOTC) I noted trading update omissions and retained previous caution with the shares higher at circa 335p. They would fall towards 250p, but have recovered to a current 306.5p on the back of the results announcement for a 53 week period to 2nd July 2017…

Audioboom – following another quarterly update with Rob omitting the meaningful financials, house broker updates…

Audioboom (BOOM) was able to get its shares up by more than 12%, above 2p, yesterday on the back of a “Third Quarter Update”. Unfortunately though this was achieved by CEO Rob Proctor again substituting jam tomorrow verbiage for meaningful financials – as Tom Winnifrith noted in a BearCast HERE. There has since been an update by house broker Allenby Capital…

TMO
TMO

Time Out Group – argues “well positioned”, so why are the shares muted?

Time Out (TMO) has updated on the first half of 2017, arguing “we are well positioned to drive further growth, transactional traffic and monetisation of our unique content”. The shares though, at 138p, remain below the 150p June of last year AIM listing price…

EPO
EPO

Earthport – “not cash flow breakeven in FY 2017”, so it's next year then? Er…

Having declined from more than 45p in September 2015 to sub 13p less than a year ago, shares in Earthport (EPO) approached 30p earlier this year – before declining again in recent months. We now have a “Full Year Trading Statement”

Biome Technologies – trading update uses bullshit earnings, but becoming more interesting?

Shares in Biome Technologies (BIOM) are currently approaching 12% higher, heading towards 200p, on the back of a “Trading Update” announcement...

Audioboom – interims, ‘ideally placed to be a leading player in next evolution of the internet’?

Audioboom (BOOM), which describes itself as “the leading spoken word audio on-demand platform”, has announced results for its half year ended 31st May 2017, with CEO Rob Proctor arguing “we are ideally placed to be a leading player in this next evolution of the internet”

Hotel Chocolat – full-year trading update, revenue “slightly ahead of market expectations” but what about profit & cash?

“Trading Update” announcement from chocolatier and retailer, Hotel Chocolat (HOTC), which near the start includes revenue “slightly ahead of market expectations”. The shares are though currently slightly lower, at circa 335p. Hmmm...

EYE
EYE

Eagle Eye Solutions – a “pleased to announce” trading update, so why are the shares lower?

SaaS digital promotions technology company Eagle Eye Solutions (EYE) “is pleased to announce” a trading update for its year ended 30th June 2017. The shares have though responded more than 3% lower, below 250p…

CloudCall – H1 trading update emphasises board's confidence, but sufficient to make the shares a buy?

Shares in cloud-based software business integrating communications into CRM platforms, CloudCall (CALL) are currently accelerating beyond 100p on the back of a first half of 2017 trading update…

Blancco Technology – 2 months after placing, cash performance below expectations due to non-payment of receivables. Hmmm…

Having in May been “pleased to announce the completion of a placing of 5,800,000 new ordinary shares… at a price of 169 pence per placing share” (I bet it was pleased - as otherwise it was cash crunch within weeks!), Blancco Technology Group (BLTG) has today released a “Trading Statement” which currently sees the shares down by more than 20% at sub 120p. Those who took part in the placing won’t be “pleased” then!...

The People's Operator – “Make a call, make a change”… shareholders make a loss…

“The People's Operator (TPOP), the cause-based commercial mobile virtual network operator, is pleased to announce its full year results for the period ended 31 December 2016”. Hmmm, these being announced approaching six months after the year-end – rarely a good sign…

Audioboom – Q2 update & summary of some commissioned research. Er, how about some cash information Rob?

Audioboom (BOOM) has updated on the second quarter of its year, emphasising “strong performance for the first quarter of the year continued”. However, the shares have currently responded lower. 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…

LightwaveRF – follows ramparoonie with half-year results showing continued cash burn

Commenting yesterday on the “Launch of Google Assistant voice control” ramparoonie (Oops) RNS announcement from LightwaveRF (LWRF), I suggested it clearly currently remains cash burn ahoy, with results for the six months ended 31st March 2017 following today

CloudCall – 2016 results, sufficiently funded to reach break-even?

Having previously updated on CloudCall (CALL) HERE, I note the integrator of voice communications into customer relationship management platforms has now announced results for the 2016 calendar year. These emphasise “a year of excellent progress for the business” and a “strong start to 2017”, though have currently seen the shares slip back towards 100p…

EYE
EYE

Eagle Eye Solutions – interim results & Europe partnership, balance sheet “sufficient”?

Having previously emphasised caution on digital promotions technology company Eagle Eye (EYE), I note the shares currently circa 6% higher today at 145p on the back of results for its half year ended 31st December 2016 and a partnership to deliver digital loyalty solutions in Europe with retail marketing company TCC Global…

Audioboom – claims “impressive KPI performance”, but what about cash?

Shares in spoken-word audio platform company Audioboom (BOOM) are currently recovering above 3p on the back of a “First Quarter KPI Update” announcement. Hmmm, let’s take a look…

EYE
EYE

Eagle Eye Solutions – claims ‘confidence in prospects’, but cash crunch ahoy?

Digital promotions technology company, Eagle Eye Solutions (EYE) has updated that during its half year ended 31st December 2016 it “has continued to trade well delivering revenue… ahead of market expectations”. But what’s that? A swing into a net debt position. Uh oh…

CWD
CWD

Countrywide – full-year trading statement, a “pleasing” performance?

Following Foxtons earlier this week, Countrywide (CWD) has now updated for the 2016 calendar year with CEO Alison Platt claiming “it is pleasing to report modest full year revenue growth”. Hmmm…

CloudCall – Trading Update emphasises positives, but it remains cash burn ahoy!

Integration of telephony systems into existing customer relationship management software-focused CloudCall (CALL) is “pleased to announce” a full-year trading update – and the following reviews with the shares currently more than 17% higher, at 76p, in response…

UTW
UTW

Utilitywise – wariness vindicated as company updates on “weaker overall performance than we would have liked”

“Utilitywise (UTW), the leading independent utility cost management consultancy, today provides an update on trading for the year ended 31 July 2016. The group expects to report significant revenue growth in the period with revenues of at least £82m (£69.1m 2015)”. Sounds promising, so why are the shares currently a further 6.5% lower, heading towards 133p? ...

BOO
BOO

Good set of results from Boohoo, but is the upside now priced in?

Online fashion retailer Boohoo (BOO) has undergone a steady recovery over the past 15 months or so, but I would question how much further this run of upwards momentum can extend.

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