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Ian Pollard Victoria Plc (VCP) Politely Invites Shareholders To Take A Walk

Victoria plc VCP decided to take advantage of difficult market conditions to  pursue market share. The Board now recognises this impacted earnings this year and has unsettled some shareholders. It believes however that the strategy is in the best long-term interests of the Group and its shareholders and appears in effect to have told the shareholders to take a walk and has continued with the strategy. The  Board believes markets are down 6-8% in the UK and Australia and flat in Europe but the Group has continued to grow overall like-for-like revenues and gained meaningful market share. The Group expects that the current-year to March 2019 EBITDA is likely to be £95m-£97 million a rise of nearly 50% over the year to March 2018 and the Group’s 2019 underlying pre-tax profits are expected to be around around 35-39% higher than 2018.

Reckitt Benckiser Gp plc  RB  claims that 2018 was a year of good financial progress, achieved in an environment of challenging market conditions. Pro-forma and LFL growth  came in at 3%. plus 2% from volume and +1% from price / mix.The final dividend is being being increased to 100.2p, a rise of  3% and like for like net growth is targeted at 3.4% for 2019. The CEO says that the company is well positioned for long term, sustainable growth. 

Angling Direct plc ANG expects to report revenue of £42.0 million,an increase of 38.9% for the 12 months to the 31st January compared to the same period in the previous year.In store sales showed an increase of 50% overall or 6.2% on a like for like basis. whilst online sales grew by 30.3%. International sales surged by 98% to £4.66m and now account for 20.9% of the Group’s online sales. with shipments going to 49 different countries, this success has delighted the board. The business has also now been structured in readiness for Brexit

Xpediator plc XPD confirms that it  has achieved its growth objectives and recorded significant increases in sales and profits for the twelve months to 31 December 2018. Total revenues increased by 54% Import Services Logistics and Anglia Forwarding, both of which were acquired during 2018, contributed an additional  18% in revenue and added over 400 new customers. The Company’s Brexit team has been working closely with leading transport associations and port authorities to plan ahead. and will be able to support both exporters and importers post Brexit.

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Ian Pollard – Amino Commits to 10% Dividend Hike Despite Intense Headwinds

Amino Technologies plc AMO goes straight for the jargon box as it seeks reasons in advance for the full year results due in November. An intensification of external macroeconomic headwinds have been the main problem. These have resulted in lower than anticipated orders, higher than expected component price increases in the second half, as well as orders delayed because of instability in the economies of certain emerging markets. Planned trade tariffs in the US, have created confusion among customers, it is claimed, even before they have had any impact on the companies products. Shareholders will no doubt be delighted that all this gloom and despondency has not prevented Amino from maintaining its commitment to an increase of at least 10% in the final dividend.

Sopheon plc SPE updates that the third quarter which is usually the quietest of the year, produced a record performance which saw revenue break through the $30m dollar level. Sales activity for the remainder of the year is robust and full year results are expected to exceed current market expectations.

Angling Direct plc ANG enjoyed another highly successful period in the six months to the 31st July. Group revenue rose by 55.8%, gross profit by 52.6% and earnings per share from a loss of 0.33p to a positive 1.44p. The online business increased by an exceptional 60% and In August and September like for like store sales were up by 15.4% and 12% respectively.

eassyHotel plc EZH describes its year to the 30th September as a transformational one, with a strong performance across the portfolio.Total systems sales for the year rose by 25% and as at the end of the year the total owned hotel portfolio increased by 42%. Five new owned hotels with 610 rooms and four new franchised hotels with 297 rooms brought  the total network to 33 hotels and 3,068 rooms.

 

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