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*Really dreadful* has arrived! Trading update today says covenant test deferred, and refinancing now required. Perhaps not that 'special' after all!

What do you reckon, Blue? Market seems undecided.

Revenue +7%
EPS - 20%
Maiden divi @1p
Holds c$28m cash
(broker forecasts however, have been lowered. Is this to allow future 'beats'?)

Results are now due in a week. There is very little to go on here due to the flotation being so recent, but the interims gave EPS of 2.6 and an indicative PER is 8.5. Helpfully the company still has much of the cash raised at flotation. Is there value here at this price? (Beware the silly spread!)

This is now loaded with debt following an acquisition based in the Netherlands, and has come off a six year low last month. With a dividend due on 2 May, a PER of 11.5, and reported revenue up 5% there are some brighter spots here. Also BlackRock has recently increased its holding (marginally), and there has been a raft of (admittedly limited) director buying.

This is not declared yet, but it is usually near the end of June. There is now a quarterly update due on 17 April.

I could see a takeover bid at c40p, and the management backing it. If the results are poor the price should fall below 26; so perhaps a decent profit to be made. If no offer comes, the company could well save itself anyway. They are divesting parts of the business, and there is actually an EBITDA profit going on. Debt and the pension deficit are the worries.

Apologies, c£7m owed. Results due tomorrow. Should offer a decent dividend.

The market cap here is c£23m. However the 2018 annual report claimed £21.4m in fixed assets (land and property). We are due results on 9 April, and another profit warning is well within expectations. The mcap could well soon be lower than net assets. An activist investor already holds 10%.Worth keeping an eye on?

PER = 7.5
No debt
Possible 5% yield
Update in December said 'ahead'.
Price now not far off a two year low.
c£3m spent on shares for EBT this year
Results due in a fortnight

No post for three years here. Interims due Monday.
PER = 9.6
Yield =3%
Last results showed revenue up 11%, profit up 4% and EPS up 6%.
Two decent acquisiitions in the last year.
CEO bought at 170

Negatively debt sits at 25% of the market cap. Possibly undervalued?

https://www.investegate.co.uk/record-plc--rec-/rns/business-update/201903111629025025S/

They have lost the equivalent of 2% of their AuM. This is not a disaster, but there should be a big sell off in the morning. This event also calls into question the trustworthiness of the management.

Portfolio valued down 10%
Occupancy and rents steady.
No dividend to help lower debt.

I expect a big sell off today.

This is to be increased, resulting in a 10% cut in PTEC's overall profits. Big fall here today? Buying opportunity?

Like many this is currently at an annual low. In fact it is two years since this traded so low.
PER = 11
Yield = 3.5 (covered x2)
Optimistic statement in November.
Lowest broker target is 270 (a 50% profit)

There is a lot of debt, but it has been put to good use with decent acquisitions.

The Chairman bought £100k worth in September at 40p, but that is the sole convincing action in this area. I would love to add and average down, but in the present climate I just don't think that is wise. As Poindexter says, there is fundamental uncertainty here.

They have too much debt, too much competition and no CFO. The capital markets day was cancelled. Unfortunately I hold here. This could go fins up.

This is a lettings and estate agency.
PER = 7.5
Yield = 7%
No debt
Will be impacted by rent reforms, but in a minimal way.
Can buy at 92

PER = 7.6
PtB = 1.8
Yield = c7%
Broker target = 600
Limited debt.
Currently at a five year low.
Recent expansion of institutional holdings by Odey and JP Morgan.
Activist shareholder seeking the divesting of peripheral assets, and has a record of seeing holdings taken over or merged.

The interims yesterday gave NTAV as 45.9p. You could buy today at 38p. VTU is different from SOME others in this sector in that many of their premises are freeholds, while most of the rest are held on long, favourable leases. We now have a PER of 6.7 and a yield of c3.4%. The sector is VERY sticky at the moment, but this seems undervalued to me. This could be s decent long term hold.