$SAL.L (SpaceandPeople) ” is engaged in the marketing and selling of promotional and retail licensing space on behalf of shopping centers and other venues throughout the United Kingdom, Germany and India.”
The share price is down 24% from its 52w high, -12% from its 50dma, and a little over 3% above its 200dma (source: Stockopedia). So we’ve had a nice pullback and we should get some nice support. The company passes Stockopedia’s GARP and Free Cash Flow Cows bargain screen.
Rolling PE is 12.5, and analysts are pencilling in some robust growth in double-digits. So it looks good value. The half-yearly report issued on 9 Sep (http://is.gd/T0vuH0) reported net revenues up 20%, operating profit up 50%, basic earnings per share up 74%, and an improved net cash position. “I am confident that we have continued this momentum into the second half of the year. There are always challenges to be faced, but we aim to be quick enough and creative enough to address these and present new services to the market. We are all excited by the opportunities that pop-up retail offers centres whether in the form of Mobile Kiosks, Fixed Kiosks or shop units. ”
$MONY.L (Moneysupermarket.com Group). “The principal activity of the Company is the introduction of business to financial, insurance, travel, home services and other product or service providers through its Websites”. No doubt everyone will recall their adverts “You’re so money supermarket, you don’t even know it.” Whatever that means.
The company passes the T Rowe Price Stockopedia screen, and is a top 10 holding in the Standard Life UK Smaller Companies Trust. Shares are well off their highs: nearly 34%, likely due to the high value of director sells in April-June. Let’s hope that doesn’t portend something ominous.
The company is on a rolling PE of 14.5, with estimated double-digit growth in EPS. So that looks pretty good. In their interims issued at the end of July (http://is.gd/6vviKg), revenues were up 10%, profit after tax was up 71%, dividends were up 20%, but cash balances were down. “The Board remains confident in the long term prospects for the Group underpinned by the continued structural growth opportunities in the price comparison marketplace.”