PZ Cussons - keep washing your hands... and be on board this stock? Chris Bailey writes

The man who predicted minus prices for oil asks where to next? Read Peter Brailey HERE

One of the better performing U.K. stocks in my portfolio since the start of the elevated market volatility has unsurprisingly been PZ Cussons (PZC). Naturally, I looked towards a range of its Carex and Imperial Leather products to supplement the health and hygiene resilience of my own household…and more often than not my local supermarket was sold out. The company reflects this unsurprising reality with a trading update statement observation that it’s experienced 'exceptionally high demand' for such products. However, this was not a complete home run...

Another letter to AIM Regulation re Bidstack - time to suspend the shares. Read from Tom Winnifrith HERE

It notes that 'overall revenue in the quarter declined against last year, albeit at a reduced rate compared to the first half of the year'. This reflected not only some distribution challenges but also that consumer demand globally is a bit all over the place – and naturally this included demand for some of its other products including tanning brand St Tropez. This is why profit guidance has been retained but is likely to be bottom of the range. Overall however the company - and by extension its shareholders - cannot complain too much. Strong brands in some high-demand areas put the group in a stronger position than many other consumer products names you could mention. I was also heartened to see that any lingering balance sheet fears can be reduced further. The group did undertake a couple of (in hindsight well-timed) disposals which have helped chivvy the net debt down to £116 million and it has in excess of this sum in committed banking facilities just in case. I would call that prudent (closing in on x1 ebitda) and resilient, especially as its key manufacturing facilities remain open/operative. It also implies continuing solid free cash flow generation.

Catenae - placing at 1p (77% discount). We told you so, and more equity issuance to come? Read from Nigel Somerville, the Deputy Sheriff of AIM, HERE

Curveballs going forward? Aside from the general Covid-19 challenges, it is no surprise to PZ Cusson watchers to see that the company still regards the situation in Nigeria as 'uncertain', noting that all its local businesses 'are likely to be impacted by the significant disruption to both manufacturing and route to market'. There was a time when I would have highlighted the name as a differentiated Africa play, with an outsized proportion of turnover/profits being achieved on that Continent. Struggles in the last few years - mainly in its key Nigerian market exposure - have changed the mix (especially of profits) towards Asia and the G7 nations. The compressed call option is still there though. I still expect a positive payoff from such exposure...at some point in the 2020s.

Read HERE: Blue Prism Group – I having previously questioned “a very strong financial performance”...

Low teens earnings multiples and to my mind a capability (no updated comment) to pay the 4%+ dividend yield. With a new CEO recently announced, there might be a few new ideas too in this slightly unusual company. I remain a firm holder and when it is time to slap back on some suntan lotion a fairer value nearer 250p may well result. In the meantime, keep washing your hands and stay on board this one.

Video HERE: Gold now set to take out all time highs

Filed under: PZ Cussons, oil price, Bidstack, Catenae, Blue Prism Group, gold

Johnson Matthey - still excited about prospects writes Chris Bailey...

08/04/2021

Rio Tinto - the story remains so much more than just cultural heritage says Chris Bailey

08/03/2021

Metals Exploration - Q2 challenges but a better outlook considers HotStockRockets

08/02/2021

Castillo Copper - further copper intersections & visible mineralisation, Buy

07/30/2021

British American Tobacco shares continue to offer attractive total return hopes says Chris Bailey

07/29/2021

Reckitt - recent share price decline too severe? Chris Bailey reviews...

07/28/2021

Centamin - remains a buy following Q2 report says Nigel Somerville

07/27/2021

Union Jack Oil - West Newton update, clear upcoming catalysts...

07/26/2021

Bluebird Merchant Ventures - operational update shows progress is being made, Buy...

07/23/2021

Saga offers interesting exposure to the travel industry bouncing back considers Gary Newman

07/22/2021

easyJet - ten quid or more share price again by the end of the year? Chris Bailey writes...

07/21/2021

Headlam Group - a recovery buy?...

07/20/2021

Burberry - chav challenges? Chris Bailey reviews...

07/19/2021

Orcadian Energy - a newly-listed AIM oiler Buy suggests Peter Brailey...

07/16/2021

Kosmos Energy - production & share price upside potential says Gary Newman...

07/15/2021

Cairn Energy - a lot to like at this price? Gary Newman reviews...

07/14/2021

DS Smith - further recovery & structural growth potential following full-year results?...

07/13/2021

GlaxoSmithKline - a recovery buy...

07/12/2021

Wm Morrison - recommended offer, but is there still more to come?

07/09/2021

Pick and choose your stocks - and if you need to houses - carefully says Chris Bailey...

07/08/2021

After Wm Morrison, J Sainsbury next? Chris Bailey writes...

07/07/2021

I3 Energy has turned things around - plenty of further potential considers Gary Newman...

07/06/2021

AEX Gold - Nalunaq and exploration update, Buy...

07/05/2021

Impellam Group - a recovery buy suggest Tom Winnifrith & Steve Moore...

07/02/2021

MyHealthChecked - acquisition, building a business of sustainable scale?...

07/01/2021

Burberry CEO deciding to leave a problem? Chris Bailey reviews...

06/30/2021

GlaxoSmithKline - a buy despite the unexcitable CEO? Chris Bailey writes...

06/29/2021

Kefi Gold & Copper - Ethiopia election operational update, Buy...

06/28/2021

Kier - open offer result following subsidiary sale, recovery buy?...

06/25/2021

Ariana Resources - more very positive drilling results. Buy says Nigel Somerville...

06/24/2021

DS Smith - strange name but a great company says Chris Bailey...

06/23/2021

Horizonte Minerals - short-term delay largely irrelevant. Buy says Gary Newman...

06/22/2021

Empresaria - a summer of positive macro-economic tailwinds ahead? From HotStockRockets...

06/21/2021

Pharos Energy - oil discovery and further potential catalysts says HotStockRockets...

06/18/2021

B.P. Marsh & Partners - full-year results, recovery opportunities...

06/17/2021

Serica Energy - plenty to make me think that it will continue to do very well says Gary Newman

06/16/2021

EnQuest - new debt facility, recovery buy says HotStockRockets

06/15/2021

Kefi Gold & Copper - still a risk-reward buy following executive bonus plan victory for investors...

06/14/2021

Asiamet Resources - progressing several key workstreams. Buy says HotStockRockets...

06/11/2021

British American Tobacco - positive pre-close update. Remains a Buy says Chris Bailey...

06/10/2021

Reckitt to sell a business in China but still loves the emerging markets. Chris Bailey writes...

06/09/2021

Bushveld Minerals - vanadium about to enter an up-cycle? Gary Newman writes...

06/08/2021

Anglo Asian Mining - how pleasing and exciting the results announcement?...

06/07/2021

SkinBioTherapeutics - positive study results, still multi-bagger potential?...

06/04/2021

With a new team in place Afentra is a buy says Gary Newman

06/03/2021

Still excited about prospects for Johnson Matthey says Chris Bailey...

06/02/2021

Central Asia Metals - a buy? A review by HotStockRockets...

06/01/2021

Predator Oil & Gas - Morocco and Trinidad updates, more to come from this great share tip?...

05/28/2021

Playtech - good sale & a sensible update. Still undervalued suggests Chris Bailey...

05/27/2021

Smiths Group - CEO change, will the next change be to split the business?

05/26/2021

Biffa loves more waste and more recycling says Chris Bailey...

05/25/2021

Red Rock Resources - Elephant Oil and Juno Minerals investee updates, remains a Strong Buy...

05/24/2021

Power Metal Resources - news flow helps shares, more to come. From HotStockRockets...

05/21/2021

DCC - a compelling medium-term buy suggests Chris Bailey...

05/20/2021

Ariana Resources - more drilling results bode well for Kiziltepe, Buy says Nigel Somerville...

05/19/2021

Sage Group is still a friend of mine says Chris Bailey...

05/18/2021

Touchstone Exploration - Q1 results, an upcoming potential catalysts buy says HotStockRockets

05/17/2021

Predator Oil & Gas - as MOU-1 drilling excitement builds an update from HotStockRockets

05/14/2021

Bacanora Lithium - a buy at a big discount to the possible cash offer price? Gary Newman writes...

05/13/2021

Morrisons is still rudely unloved. A Buy says Chris Bailey...

05/12/2021

Panther Metals - Oz update. Targeting 25p says Nigel Somerville...

05/11/2021

Jadestone Energy - a pleased to announce Malaysia acquisition. We can understand why...

05/10/2021

J Sainsbury - full year results, still income value?...

05/07/2021

Sell in May? Some stocks Yes, gold No, argues Nigel Somerville...

05/06/2021

Centamin - a gold buy whilst its shares are cheap says Gary Newman

05/05/2021

Chaarat Gold - Q1 operational update, share price catalysts imminent says HotStockRockets

05/04/2021

Shanta Gold - Q1 production & operational update. Buy says HotStockRockets...

04/30/2021

Do I panic as Whitbread shares fall? Chris Bailey writes...

04/29/2021

Gold and my favourite gold stocks update from Nigel Somerville...

04/28/2021

How are Ibstock and Taylor Wimpey feeling about their housing market exposure? Chris Bailey writes..

04/27/2021

Union Jack Oil - well testing potential share price catalysts ahoy. Buy suggests HotStockRockets...

04/26/2021

Metals Exploration - Q1 update, clear risks but also clear opportunity...

04/23/2021

I remain positive on Imperial Brands shares following US reports writes Chris Bailey...

04/21/2021

Johnson Matthey shares are worth buying considers Chris Bailey...

04/20/2021

Ferrexpo - still upside potential from this cracking share tip?...

04/19/2021

BP - trading & net debt position ahead of expectations, Income Buy...

04/16/2021

Chaarat Gold - 2020 results, still a buy from HotStockRockets?...

04/15/2021

Golden Prospect Precious Metals - FY20 numbers, shares to double? Nigel Somerville reviews...

04/14/2021

Horizonte Minerals - 2020 results, transformational year ahead...

04/13/2021

SkinBioTherapeutics - new research programme. We are already massively ahead but more to come?...

04/12/2021

Centamin - a recovery buy suggest Tom Winnifrith & Steve Moore...

04/09/2021

Carnival keeps on hoping...and so do I says Chris Bailey...

04/08/2021

Loving the outlook for commodities & Central Asia Metals writes Chris Bailey...

04/07/2021

Predator Oil and Gas - a review from HotStockRockets...

04/06/2021

I do not use Carnival or Imperial Brands...but am still happy to own both shares writes Chris Bailey

04/01/2021

Serica Energy - with plenty of news flow to come, Buy says Gary Newman...

03/31/2021

Are the Chinese chavs of Burberry being told to change their view? Chris Bailey writes...

03/30/2021

Horizonte Minerals - an upcoming catalysts Buy...

03/29/2021

Goldplat - interims, still a value buy?...

03/26/2021

Centamin - full year results. A recovery buy argues Nigel Somerville...

03/25/2021

AEX Gold - development plan and exploration progress, still a buy...

03/24/2021

Caerus Mineral Resources has just listed and is possibly worth a flutter says Gary Newman...

03/23/2021

Fox Marble - legal claim update, Buy to possibly double says Tom Winnifrith for HotStockRockets...

03/22/2021

EnQuest - an oil recovery buy?

03/19/2021

Is the recent share price rise of 88 Energy justified? Gary Newman reviews...

03/18/2021

Ariana Resources - a Buy on its production guidance news says Nigel Somerville...

03/17/2021

Wm Morrison - full-year results, still an income buy?...

03/15/2021

Biffa - a recovery buy?...

03/12/2021

Do not worry about the losses at Ibstock says Chris Bailey...

03/11/2021

Prudential - scope to perform more says Chris Bailey

03/10/2021

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