Search found 716 matches

by MrContrarian
October 22nd, 2019, 7:32 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Oct 2019
Replies: 15
Views: 1289

Re: MrC's Smallcap Sweeps for Oct 2019

Smallcap Sweep. 22-Oct-19 Forterra (FORT) guides FY pretax modestly down. Blames delays in a number of large contracts for precast concrete and weak non-res new builds. K3 Business Technlogy (KBT) guides FY significantly below market expectations. Cuts adj FY op profit guidance to £1.5m due to a ma...
by MrContrarian
October 21st, 2019, 7:33 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Oct 2019
Replies: 15
Views: 1289

Re: MrC's Smallcap Sweeps for Oct 2019

Smallcap Sweep. 21-Oct-19 Long-running farce "Quindell Hell" on City stage ends suddenly. Image Scan Holdings (IGE) FY trading very poor as flagged with rev down 32%. But order book £1.7m (£465k) mostly for delivery in H1. Oxford Metrics (OMG) guides FY rev in line but adj pretax only bro...
by MrContrarian
October 18th, 2019, 7:23 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Oct 2019
Replies: 15
Views: 1289

Re: MrC's Smallcap Sweeps for Oct 2019

Smallcap Sweep. 18-Oct-19 Eddie Stobart (ESL) Wincanton considering making an offer. Elegant Hotels Group (EHG) recommended offer of 100p, a 57% premium. Itaconix (ITX) project delays, guides H2 EBITDA broadly flat (-£1m). Notes (do not rely on the data) ESL: Price=70.44. Cap=269m. F/C for current ...
by MrContrarian
October 17th, 2019, 7:42 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Oct 2019
Replies: 15
Views: 1289

Re: MrC's Smallcap Sweeps for Oct 2019

Smallcap Sweep. 17-Oct-19 Alpha FX Group (AFX) guides FY earnings ahead of current market expectations. Grafton Group (GFTU) guides FY op profit (cont) 4-8% below mkt consensus. Tissue Regenix (TRX) curse of H2 weighting - delay in increasing output means FY rev below market consensus by ~15% to 20...
by MrContrarian
October 16th, 2019, 7:35 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Oct 2019
Replies: 15
Views: 1289

Re: MrC's Smallcap Sweeps for Oct 2019

Smallcap Sweep. 16-Oct-19 Augean cleaning up. Loungers (LGRS) H1 trading - rev up 22%, LFL 5%. Does not say if in line but "remain confident of delivering another year of positive [sic] progress." Augean (AUG) Q3 strong, guides FY pretax materially ahead of market expectations of £16.5m. ...
by MrContrarian
October 15th, 2019, 7:37 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Oct 2019
Replies: 15
Views: 1289

Re: MrC's Smallcap Sweeps for Oct 2019

Smallcap Sweep. 15-Oct-19 No quick ticket to riches for Accesso. Accesso Technology (ACSO) rejects offers so far, continues to talk. Doesn't sound hopeful. Renishaw (RSW) Q1 grim as guided in finals. Rev down 19%. Adj pretax £4.3m (£32.6m). No clue as to whether this is worse than expected. Driver ...
by MrContrarian
October 14th, 2019, 7:29 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Oct 2019
Replies: 15
Views: 1289

Re: MrC's Smallcap Sweeps for Oct 2019

Smallcap Sweep. 14-Oct-19 Cerillion (CER) touts 'major' contract win of £2.9m but it "supports existing market forecasts." SCISYS (SSY) £2.6m contract from Oct to 2022. It is included in existing market guidance. Laura Ashley (ALY) CFO resigns. He is thanked. Notes (do not rely on the dat...
by MrContrarian
October 11th, 2019, 7:21 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Oct 2019
Replies: 15
Views: 1289

Re: MrC's Smallcap Sweeps for Oct 2019

Smallcap Sweep. 11-Oct-19 Quiz still has no answers Quiz (QUIZ) H1 trading broadly in line with the Board's expectations with rev down 5%, ties to sound positive in outlook. SDCL Energy Efficiency Income Trust (SEIT) placing at 103p, a 6% discount. NABV is 99p/sh. Amphion Innovations (AMP) lender s...
by MrContrarian
October 10th, 2019, 7:31 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Oct 2019
Replies: 15
Views: 1289

Re: MrC's Smallcap Sweeps for Oct 2019

Smallcap Sweep. 10-Oct-19 IQE buys out worthless JV Castleton Technology (CTP) guides H1 behind expectations mainly due to product and professional services. Warns on FY. John Lewis Of Hungerford (JLH) guides FY loss ~£230k after H2 better than expected. However order book is only £1.6m (£1.9m). Ho...
by MrContrarian
October 9th, 2019, 7:23 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Oct 2019
Replies: 15
Views: 1289

Re: MrC's Smallcap Sweeps for Oct 2019

Smallcap Sweep. 09-Oct-19 Tricorn forlorn. Tricorn Group (TCN) H1 trading. Rev down 7%. Guides FY results materially lower than market expectations. Blames weak UK and USA margin squeeze. Pressure Technologies (PRES) significant contract worth £3m from EDF. Good Energy Group (GOOD) admits error in ...
by MrContrarian
October 8th, 2019, 7:31 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Oct 2019
Replies: 15
Views: 1289

Re: MrC's Smallcap Sweeps for Oct 2019

Smallcap Sweep. 08-Oct-19 RWA sprays the blame Hollywood Bowl (BOWL) guides FY pretax up over 10%, slightly ahead of market expectations. May return capital to the Group's shareholders. 21st Century Technology (C21) Edinburgh expected to award contract worth c.£2.9m over 5 years. Robert Walters (RW...
by MrContrarian
October 7th, 2019, 7:33 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Oct 2019
Replies: 15
Views: 1289

Re: MrC's Smallcap Sweeps for Oct 2019

Smallcap Sweep. 07-Oct-19 Construction destruction at SIG Totally (TLY) wins two contract extensions. £10.6m to Sep 2020 and £6m from April 2020 to March 2022. F/C FY20 rev is £120m. SIG (SHI) construction mkt weakened further in UK & Germany. Warns significantly lower profit than its prev. exp...
by MrContrarian
October 3rd, 2019, 7:35 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Oct 2019
Replies: 15
Views: 1289

Re: MrC's Smallcap Sweeps for Oct 2019

Smallcap Sweep. 03-Oct-19 Teddy boys lose it on the high street Ted Baker (TED) H1 rev down 0.7% (2.5% in constant currency), slumps to loss. Adj EPS -4.5p (+43.8p). No FY guidance or current trading. F/C FY rev up 4% so that looks a stretch now. Hyve Group (HYVE) guides FY rev £219m with organic u...
by MrContrarian
October 2nd, 2019, 7:37 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Oct 2019
Replies: 15
Views: 1289

Re: MrC's Smallcap Sweeps for Oct 2019

Smallcap Sweep. 02-Oct-19 AB Dynamics (ABDP) guides FY rev and pretax above market expectations. MXC Capital (MXCP) 1 in 46 tender offer at 116p, a 13% premium. Hardly seems worthwhile. YOLO Leisure and Technology (YOLO) £750k placing at 2.5p, a 4% discount. Comes with warrants. 1/3 will be taken b...
by MrContrarian
October 1st, 2019, 7:33 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Oct 2019
Replies: 15
Views: 1289

MrC's Smallcap Sweeps for Oct 2019

Smallcap Sweep. 01-Oct-19 Dull day. Crimson Tide (TIDE) wins 'significant' £1.4m contract over 3 years for mpro5. Fulcrum Utility Services (FCRM) CEO scarpers. He is thanked. Manolete Partners (MANO) CFO leaving end Dec. He is thanked. Revolution Bars (RBG) FY in line. Q1 trading: LFL turns positiv...
by MrContrarian
September 30th, 2019, 7:35 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Sept 2019
Replies: 21
Views: 2269

Re: MrC's Smallcap Sweeps for Sept 2019

Smallcap Sweep. 30-Sep-19 SpaceandPeople yet another warning. Accsys (AXS) rev up 40% in last 5 months. Tricoya plant in Hull now won't open until H2 2020. "The delay is expected to result in overall project costs for the project being significantly higher than initially expected and we are di...
by MrContrarian
September 27th, 2019, 7:37 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Sept 2019
Replies: 21
Views: 2269

Re: MrC's Smallcap Sweeps for Sept 2019

Smallcap Sweep. 27-Sep-19 Malvern underwater Numis Corporation (NUM) FY trading - mid to high teens rev drop. Blames quiet mkt for deals. Also new office will cost extra £3m PA from FY21. MediaZest (MDZ) AGM stmt: continued recovery from poor H1. Two large projects to complete in by Dec, "expe...
by MrContrarian
September 26th, 2019, 7:40 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Sept 2019
Replies: 21
Views: 2269

Re: MrC's Smallcap Sweeps for Sept 2019

Smallcap Sweep. 26-Sep-19 Hardide (HDD) guides FY rev £5m up 9%, ahead of expectations but EBITDA in line due to sales mix and continuing investment. NWF Group (NWF) AGM stmt: Q1 marginally ahead YoY, ahead of mtmt expectations but retains FY in line. Surface Transforms (SCE) selected as tier one s...
by MrContrarian
September 25th, 2019, 7:27 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Sept 2019
Replies: 21
Views: 2269

Re: MrC's Smallcap Sweeps for Sept 2019

Smallcap Sweep. 25-Sep-19 Coral eroding. Coral Products (CRU) 4 months trading: sales and profits are below management's expectations. "New business is expected to impact during the second half together with the management action taken, leads us to expect to still report a satisfactory outcome...
by MrContrarian
September 24th, 2019, 7:36 am
Forum: Share ideas
Topic: MrC's Smallcap Sweeps for Sept 2019
Replies: 21
Views: 2269

Re: MrC's Smallcap Sweeps for Sept 2019

Smallcap Sweep. 24-Sep-19 That *bleeping* FireAngel warns again. FireAngel (FA.) H1 rev up 17%. Cuts FY U/L 'operating result' to -£1-1.5m (before increase in amortisation from more cautious accounting). Blames completion of certain strategically significant trials. ValiRx (VAL) has now received it...

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