Re: MrC's Smallcap Sweeps for July 2020
Posted: July 23rd, 2020, 8:23 am
Smallcap Sweep. 23-Jul-20
Part 2/2
dotdigital (DOTD) guides FY(June) rev-organic up 12%. Adk EBITDA-cont comfortably ahead of market expectations, adj op profit in line. [SP=110.5 Cap=329m]
SimplyBiz (SBIZ) guides H1(June) rev down 1%. FY Defaqto contribution offset lockdown. Adj EBITDA margin 25.5% (27.2%) [SP=146.86 Cap=142m]
SBIZ guides FY EPS at least 11.0p (2019 FY: 13.0p). [SP=NA Cap=NA]
Equals (EQLS) guides H1(June) rev up c. 1%. Excluding B2C Travel Money rev up 23%. Overall trading in line with management expectations. [SP=31 Cap=55m]
Kin and Carta (KCT) bank relaxes leverage covenant. Net debt reduced through H2. Pension deficit repair contributions paused for 5 months from Apr, flattering debt position. Guides H2(July) organic net revenue down 20%, total rev down 10%. Expects tough H1. [SP=49.2 Cap=83m]
Personal Group (PGH) guides H1(June) rev flat, EBITDA £5m, comfortably ahead of mgmt expectations at the start of the pandemic. Hopes to pay full Q3 div of 5.9p. Confident. [SP=281.88 Cap=88m]
Animalcare (ANCR) guides H1(June) rev down 4.4%, at the higher end of range of scenario modelling. U/L EBITDA margin flat. [SP=162.63 Cap=98m]
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. I may have a position in any or all of the shares covered.
RNSs
http://www.investegate.co.uk/index.aspx?limit=-1
@MrContrarian
Part 2/2
dotdigital (DOTD) guides FY(June) rev-organic up 12%. Adk EBITDA-cont comfortably ahead of market expectations, adj op profit in line. [SP=110.5 Cap=329m]
SimplyBiz (SBIZ) guides H1(June) rev down 1%. FY Defaqto contribution offset lockdown. Adj EBITDA margin 25.5% (27.2%) [SP=146.86 Cap=142m]
SBIZ guides FY EPS at least 11.0p (2019 FY: 13.0p). [SP=NA Cap=NA]
Equals (EQLS) guides H1(June) rev up c. 1%. Excluding B2C Travel Money rev up 23%. Overall trading in line with management expectations. [SP=31 Cap=55m]
Kin and Carta (KCT) bank relaxes leverage covenant. Net debt reduced through H2. Pension deficit repair contributions paused for 5 months from Apr, flattering debt position. Guides H2(July) organic net revenue down 20%, total rev down 10%. Expects tough H1. [SP=49.2 Cap=83m]
Personal Group (PGH) guides H1(June) rev flat, EBITDA £5m, comfortably ahead of mgmt expectations at the start of the pandemic. Hopes to pay full Q3 div of 5.9p. Confident. [SP=281.88 Cap=88m]
Animalcare (ANCR) guides H1(June) rev down 4.4%, at the higher end of range of scenario modelling. U/L EBITDA margin flat. [SP=162.63 Cap=98m]
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. I may have a position in any or all of the shares covered.
RNSs
http://www.investegate.co.uk/index.aspx?limit=-1
@MrContrarian