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52 Week
650/2250c
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Market Cap
128.5m
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    Pacific Insight Electronics

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    Pacific Insight Electronics

  • 20 Jan 20
The Industrial Revelation

US factory output rises in Dec better than expected, Schlumberger sees continued weakness in North America, Fastenal saw a continued slowdown in Q4

Companies: HEAD HILS HTG JHD RNO SCPA TRI ZTF SOM

  • 23 Jan 20
The Industrial Revelation

UK industrial trends improves in Jan, South Korean GDP rises at fastest pace since Q3 17, Japan's exports miss but chip-making bounces in Dec

Companies: HEAD HTG JHD OXIG RSW GHH

  • 23 Jan 20
Success over peak delivers substantial uplift in profit margins

The work to improve operational performance and gross margin continued to deliver results over the all-important 2-month peak trading period, with sales growth accompanied by significant gross margin improvement. As operating efficiencies are also beginning to be delivered too, management now expects full year profits to be at least in line with expectations. In addition, the capacity solutions being implemented at its 3 existing DCs will provide the necessary headroom to achieve its medium term growth plans without the need for further significant investment. This, and the enhanced level of profitability, means management can focus on driving new growth orientated projects during FY21. Having fixed the mechanics, 2020 is shaping up to be a good year for the group. Our fair value estimate is now 432p

Companies: Gear4music
  • 22 Jan 20
Sumo Group

Jan 2020 Trading Update; in line with consensus

Companies: Sumo Group
  • 23 Jan 20
Good Rhythm – Headroom to Grow

Today’s Gear4music trading statement reports a buoyant end to the 2019 calendar year with sales advancing by 7%. Moreover, higher gross margins confirmed the benefit of a raised focus on profitable growth while fully invested logistics and warehousing augurs well going forward. Given a reassuringly positive message on full year FY2020 figures, valuation looks supportive.

Companies: Gear4music
  • 15 Jan 20
Games Workshop Group - ‘Record sales and profit’ again

Games Workshop’s (GAW) interim results are ahead of expectations. The highest rates of revenue growth were achieved in the channels with the highest operating margins, ie Trade (40% margin) and Online (64% margin). This has produced a strong improvement in free cash flow generation and ROCE has improved from 96% to 111%. We upgrade our forecasts for FY20 and FY21 by a further 3% following the 9% upgrade in November. Our DCF-based valuation increases by 11% to 5,748p.

Companies: Games Workshop Group
  • 08 Jan 20
UK Housebuilding Sector: 2020 vision: Sharpness and clarity for industry prospects

For fighter pilots, it is a minimum requirement. But having 20/20 ‘visual acuity’ (correct term) does not necessarily mean you have perfect vision (as convention assumes); instead, it indicates sharpness and clarity of vision at a distance. It is measured by a Snellen Chart, which displays letters of progressively smaller size and whereby 20/20 means that the test subject sees the same line of letters at 20 feet that a person with normal vision sees at 20 feet (or 6 metres; but 6/6 simply didn’t catch on).

Companies: ABBY BDEV BWY BKG VTY CRN CSP CRST GLE GLV INL MCS PSN RDW SPR TW/ WJG

  • 22 Jan 20
New contract wins and increased headcount underpin FY20E

Sumo has released a positive pre-close statement this morning, confirming results for the year ended 2019 will be “at least in line with market expectations”, echoing the statement made at the same time last year. 2020E forecasts looked to be underpinned with a number of new contracts won towards the end of 2019. We leave our forecasts unchanged as a result of this announcement. We remain comfortable with Sumo’s investment case with the Group continuing to see good levels of demand with earnings visibility for FY20 at 41% at the time of the interim result looking further underpinned by this morning’s announcement. At last nights close Sumo trades on an FY20 PE of 26.7x falling to 23.2x in FY21 which represents a discount of c.23% to its peer group average.

Companies: Sumo Group
  • 22 Jan 20
LIBERUM: Ted Baker* - Inventory review largely completed

The announcement today highlights that the inventory review conducted by Deloitte is largely completed. Historic inventory levels now appear to have been overstated by c.£58m versus the initial assessment of £20-25m.

Companies: Ted Baker
  • 21 Oct 19
Quarterly Research Outlook Autumn 2019

Following continued delays of a Brexit agreement, few sectors within the UK market have remained attractive to investors despite low valuations. One sector which has continued to outperform despite the political drama has been the UK video gaming sector (henceforth UK gaming), which we are fans of. We believe a combination of sector-leading growth, strong cash conversion and timely cyclical positioning support our positive view on the UK video gaming sector.

Companies: ABBY AMS ANX ARS ATYM AVON BLVN PIER BUR CGS CAML CDM CSRT TIDE CYAN DTG DEMG ELM EMR FPO FDEV GTLY GENL GHH GRI GEEC GKP HMI HAYD HEAD HILS HTG HUR IBPO IOG INDI JHD JOG KAPE KEYS KWS KCT KGH LAM LIT LOK MACF MANO MOD OXIG PCA PANR APP SRE PHC PMO RBW RMM RBGP REDD RSW RNO ROR SUS SCPA SEN SHG SOLG SOM SUMO TM17 INCE TWD TRAK TRI VNET VTC ZOO ZTF

  • 23 Jan 20
Transforming the high performance brake market

SCE has developed carbon-ceramic brake discs for the high performance vehicle market that have significant technical and performance advantages over the existing (near monopoly supply) product from Brembo. SCE has now won milestone OEM production contracts, proving the commercial case and providing revenue visibility. We believe that FY2020E is likely to bring a stream of new OEM production contracts, providing further support to our investment case.

Companies: Surface Transforms
  • 24 Jan 20
WHI Morning Comment: Immotion (IMMO)

£2.85m fundraise to deliver Partnership demand plus new 36-seat MGM contract Immotion is a leading UK-based ‘out of home' Virtual Reality (VR) experience provider. The group has announced a successful £2.85m fundraise at 7.25p (subject to GM) to support its Partnership rollout strategy, which now includes an exciting 36-seat VR Theatre with MGM at the Mandalay Bay Shark Reef Aquarium in Las Vegas. Immotion continues to see increasing demand from larger footfall locations such as aquaria, which generate higher ROI and are thus increasing the overall quality of its estate. We have slightly reduced our FY 2020E expectations to reflect the time taken to roll out these higher grossing headsets (WHI FY 2020E EBITDA £2.9m from £3.2m), whilst our FY 2021E EBITDA forecast remains unchanged. With the Partnership revenue model now proven, we believe the key risk in Immotion's strategy is in the timing of the rollout, however, the group remains on track to reach EBITDA breakeven around the end of Q1 2020. Given the positive metrics achieved to date, in combination with the inherent operational gearing within the model, if management can deliver on its strategy, we believe that there is clearly significant growth potential with first mover advantage in the embryonic ‘out of home' VR marketplace. Our broad peer group (content creation, IT hardware, leisure) trades on an FY1 EV/Sales multiple of 3.6x. Ascribing a 20% discount to reflect its size, stage in maturity and execution risk, whilst acknowledging the high growth rate, implies fair value for the shares at 12p.

Companies: Immotion Group
  • 12 Nov 19
Strategic initiatives powering up the gross margin

Interims provide concrete evidence that strategic actions undertaken to boost gross margins and improve profitability are producing results. EBITDA doubled and EBITDA margin leapt 110bps. The gross margin potential exceeds the gain in H1 though so, alongside cost efficiencies, top line guidance has reduced to +10% (vs +23%) whilst being confident about meeting FY profit forecasts. Even at this early stage, any incremental growth should drop through at a high level, underlining the investment case as growth re-accelerates again next year. We estimate fair value at 300p.

Companies: Gear4music
  • 10 Jan 20
THE MONTHLY January 2020

The Office for National Statistics (ONS) is due to publish its most up-to-date survey on share ownership in mid-January, which identifies the beneficial owners and decision- makers of the stock market. Hardman & Co has worked together with the share analysis service, Argus Vickers, to jointly produce its own survey, which anticipates the conclusions of the ONS survey but goes into much greater detail. Our work does not use a sample of 200 quoted companies as the ONS historically has, but rather includes everyUK quoted company. The ONS samples share registers every two years; our study uses six-monthly data points. Our survey also extends to shareholders on NEX; the ONS does not.

Companies: AVO AGY ARBB BUR CMH CLIG DNL FLTA GDR MCL NSF PCA PIN PHP RECI RMDL SCE SIXH SHED VTA

  • 14 Jan 20
Consistently high achiever

It’s sometimes easy for investors to get caught up in the latest ‘buzz doing the rounds’, and lose sight of the big picture. Namely finding quality stocks that can out-perform across the economic cycle. Cue Watkin Jones, a developer/manager of large scale, multi occupancy accommodation, who - since IPO’ing at 100p in March 2016 - has delivered a total return of 163% (28.6% IRR):- split 142p capital appreciation and 21p dividends.

Companies: Watkin Jones