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Gattaca
COVID-19 infects global recruitment sector

The Coronavirus has already paralysed large swathes of the global economy, and is now forcing other businesses to slash discretionary costs, freeze hiring, shed staff and hunker down.

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  • 27 Mar 20
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Mpac
COVID-19 induced demandpause

3 weeks ago, we thought the coronavirus would be a Chinese/Italian phenomena impacting global supply chains, but not triggering full/partial lockdowns across large swathes of the planet. How things have changed.

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  • 26 Mar 20
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Northbridge Industrial Services
Well placed to deal with uncertainty

Northbridge Industrial Services (“Northbridge”) has issued a trading update giving a degree of clarity ahead of 2019 results. Q1 trading has been strong in some areas (Crestchic manufacturing) and weaker in others, reflecting the limits on the movement of personnel and equipment across borders as nations struggle to contain the pandemic. However, we draw comfort from the experience of Northbridge in handling previous crises, a high NAV per share and expected rising demand for gas in Australia during Q2 and Q3. Together, they suggest the share price is already discounting an elongated recession.

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  • 26 Mar 20
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VP
Safe harbour amidst COVID-19 storm

During today’s choppy coronavirus induced seas, it’s nice to find a relatively safe port for investors to anchor until the storm passes. This morning, specialist equipment rental firm Vp said that H2’20 trading had been “satisfactory”. With softness in UK construction, particularly around London & the South East (pre/post the UK General Election) – being partly offset by infrastructure & housebuilding, which “held up well”, reflecting low borrowing costs, good mortgage availability and the popular Help to Buy scheme.

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  • 25 Mar 20
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Up Global Sourcing
Coronavirus disrupts H2 sales revenue

Ultimate Products (UP Global Sourcing Holdings PLC), which in recent halfyears significantly accelerated its trading momentum, looks set to suffer from coronavirus related disruption to its business in the second half. The company has made a trading update announcement this morning and as a result we are withdrawing our financial forecasts until there is greater certainty.

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  • 19 Mar 20
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Strix Group
Solid FY19 results ahead of expectations & COVID 19 resilience

Yesterday Strix announced strong results for FY19, while also demonstrating resilience and managing the impact on its business from COVID19. Strix has delivered £36.9m EBITDA, slightly ahead of our expectations. Total dividends of 7.7p have been announced, which is 10% growth year-on-year (yoy).

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  • 19 Mar 20
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