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LAZARE KAPLAN INTERNATIONAL
LAZARE KAPLAN INTERNATIONAL
26 Apr 17
A multi-branded, leading fashion eCommerce business, set for at least 50% growth yet again
A year of upgrades has been topped by yet another sales and earnings beat. Full year sales of £295m are up 51%, with growth accelerating across all regions in H2. This impressive top line performance converted to a 90% increase in EBITDA to £35.6m and a 97% increase in PBT to £30.9m, driven by overhead efficiencies as the group grows. The complementary acquisitions of PrettyLittleThing and the Nasty Gal brand transform the business into a multi-branded proposition. This, alongside investment in range extension and impressive international expansion, underpins our expectations for continued strong growth of at least 50% top line throughout 2017. Active customers have risen 29% to 5.2m, with solid improvement continuing across all KPIs. Despite significant capital investment, totalling £30.7m in the year, boohoo’s balance sheet remains robust with net cash of £58.4m at the year end. We upgrade our FY18 expectations by c.12% and continue to see potential for significant profitable growth going forwards.
24 Apr 17
Small Cap Breakfast
Global Ports Holding—Intention to float on Standard List of the Main Market. International cruise ports operator. Seeking $250m raise including $75m primary offer. Dorcaster—Schedule One Update. Admission now expected on AIM 3 May. RTO of Escape Hunt raising £14m at 135p. Verditek— Intention to float on AIM. On Admission, the Company's subsidiaries will be involved in advanced solar photovoltaic, filtration and absorption technologies specialising in providing environmental services. Raising £3.5m. Admission in May. Eddie Stobart Logistics— Schedule 1 update. Admission expected 25 April on AIM raising £122m. ADES International Holding— Intends to join the Standard List of the Main Market in May raising up to $170m plus a vendor sale. Provider of offshore and onshore oil and gas drilling and production services in the Middle East and Africa. Admission expected in May. Tufton Oceanic Assets– Offer extended to 9 May on specialist funds segment of Main Market to enable investors to complete further due diligence.
Companies: FISH GOAL NASA HAL SHRE BIOM MPM MORT HDT LOK
25 Apr 17
N+1 Singer - Morning Song 25-04-2017
Carpetright (CPR LN) Tougher conditions leaves forecasts towards lower end of range | Centaur Media (CAU LN) Bigger steps | Elementis (ELM LN) Positive update confirms strengthening of demand | Rathbone Brothers (RAT LN) Facing the challenge to deliver growth | Vp (VP/ LN) Another niche Hire Station deal prompts 3% EPS upgrades
Companies: CAU VP/ ELM CPR RAT
24 Apr 17
N+1 Singer - Morning Song 24-04-2017
First Derivatives (FDP LN) FY slightly ahead as strong trading momentum continues | Goals Soccer Centres (GOAL LN) A potentially exciting corporate development | mporium Group (MPM LN) 2016 results: course set for exciting 2017 | Vectura Group (VEC LN) VR315 risk outweighs longer-term potential
Companies: VEC GOAL MPM FDP
07 Apr 17
Conviction List Q2 2017
Since its inception in 2010, the Panmure Gordon Conviction List has outperformed the market, returning 275% against a Small Companies index that would have returned 212%.
Companies: ALD AVON CTH EPWN INF MCB MRO NOG POLY SNR SMS STJ STJ WIZZ
27 Mar 17
The Joy of Techs
Enterprise-focused niche applications of tech illustrate how, while trends appear to be fluctuating away from the current poster children of fintech and the Internet of Things, in fact these developments are refining appropriate application of existing technologies.
Companies: 7DIG AMO ARTA BVC BOTB CTP CFHL ISL DTC DOTD ELCO ESV FDSA FDEV GBG IDEA IDOX IMTK IGP IOM KBT KCOM KWS LRM MAI MMX NASA NET ONEV PHD QTX QXT RCN 932 SSY SEE SIM SPE TAX TEP TPOP TRAK UNG VIP ZOO
26 Apr 17
N+1 Singer - Boohoo.com - Strong continuing momentum in BOO and PLT, cautious start for NG
Today’s figures are clear evidence of both Boohoo’s successful business model and growth strategy, with PBT/EPS doubling in FY17, c2% better than forecast. The balance sheet remains strong with unchanged net cash of £58m despite the acquisition and increased capex spend. Guidance today signals sales/EBITDA growth in FY18 in line with our current forecasts, with higher Pretty Little Thing growth expected (both sales and EBITDA) offset by more modest Nasty Gal growth. Management has taken a lot on with the opportunistic acquisition of the latter, so we are relieved that guidance is prudent as they manage any execution risk and establish the platform for future growth. A lot of the recent re-rating has been well justified but we wonder if the market was hoping for a sizeable upgrade today.
20 Apr 17
N+1 Singer - Morning Song 20-04-2017
Carpetright (CPR LN) Preview – FY pre-close update due on Tuesday | SDL (SDL LN) Disposal of Social Intelligence | Senior (SNR LN) Q1 trading in line | Senior (SNR LN) Q1 trading in line | Servelec Group (SERV LN) Calling the bottom | Trifast (TRI LN) FY17 results ahead of expectations
Companies: SDL TRI SNR SERV CPR
20 Apr 17
Strong final results
The group has reshaped its business over the past two years, strengthening management and operational infrastructure, increasing capacity and reviewing strategic emphasis. We anticipate a progressive revaluation given the potential growth profile in an addressable and fragmented international market. Our 2017 forecasts remain unchanged following the results which imply EBITDA growth of 26%, and we raise our target price to 6p, implying potential share price upside of 23%.
Companies: Paragon Entertainment
26 Apr 17
N+1 Singer - Morning Song 26-04-2017
Abzena (ABZA LN) Set for transformational growth | Boohoo.com (BOO LN) Strong continuing momentum in BOO and PLT, cautious start for NG | Brooks Macdonald Group (BRK LN) Positive net inflows and performance combine to drive FuM growth | Devro (DVO LN) Reassuring AGM update | Nichols (NICL LN) Positive AGM tenor supportive of premium rating | Oxford Instruments (OXIG LN) Sale of Industrial Analysis business | PCI-PAL (PCIP LN) Contract win | PROACTIS Holdings (PHD LN) H1 results as expected, no change to forecasts | Stadium Group (SDM LN) Trading in line; Technology Day for investors | Walker Greenbank (WGB LN) Momentum visibly rebuilding post floods and after investment in growth
Companies: OXIG DVO NICL SDM WGB BOO ABZA PCIP BRK PHD
25 Apr 17
Reassuring FY17 finals and outlook
In line FY17 results (across the board) and management endorsing FY18 market expectations is reassuring, although well reflected in the valuation, in our view, given the recent rally. ~11x FY18 EV/EBITDA adequately reflects embedded value within WTB’s core two brands, but with waning UK consumer dynamics likely to cap near-term growth prospects (PGe 8% FY18-20 EPS CAGR), hence our HOLD rating. Presentation 9:30am.
21 Apr 17
N+1 Singer - Morning Song 21-04-2017
Ergomed (ERGO LN) Forecasts upgraded; analysis of upside potential | N Brown Group (BWNG LN) Preview – FY17 results due on Thursday | ReNeuron Group (RENE LN) Update on clinical programmes | Vernalis (VER LN) Complete Response Letter for CCP-07
Companies: BWNG VER RENE ERGO
21 Apr 17
Peak multiples on peak earnings. Moving to HOLD.
Brisk trading and positive operating developments, combined with FX tailwinds, have pushed SSP shares to new highs, and through our TP. The equity has re-rated 33% post-referendum to 25x PE and we harbor some reservations re earnings upgrades now required to sustain that momentum. Airline traffic data remains robust, which should be supportive (rather than enhancing) to SSP’s air business, whilst the GBP tailwind has faded of late. Net net our estimates and 400p TP are unchanged so we move to HOLD from BUY. We continue to like the exposure to attractive travel trends, and self-help initiatives, but feel the compounding growth prospects are well reflected at 2.5x PEG.
13 Apr 17
Hurricane Energy (HUR): Capital markets day update (BUY) | 7digital* (7DIG): Acquisition, contract renewal and new customer win (CORP)
Companies: Hurricane Energy 7digital
03 Apr 17
After much heralding, MIFID II is finally beginning to have an impact on the business of investment research, though its true ramifications might take years to be seen. The role of analyst research is widely misunderstood. It is not all about the conclusion: the rating and price target. The real content of research is about what is discounted in the current share price and what assumptions would produce different outcomes.
Companies: ABZA AVO AGY APH ARBB AVCT BUR COG CLIG COS DNL EVG MCL MUR NSF ODX OXB PPH NIPT PHP RE/ RGD REDX SCLP SPH TRX