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Mr's Smallcap Sweeps for Aug 2018

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MrContrarian
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Mr's Smallcap Sweeps for Aug 2018

#156494

Postby MrContrarian » August 1st, 2018, 7:33 am

Smallcap Sweep. 01-Aug-18


Filtronic (FTC) get first order for mMIMO antenna product. $2m order is an initial production requirement for the mMIMO* antenna recently developed under the agreement previously announced on 4 April 2018. It expects further orders. * mMIMO improves 5G capacity.and is a key part of 5G mobile infrastructure.


Notes (do not rely on the data)
FTC: Price=10.1. Cap=21m. F/C for current FY*: EPS= 1.19, Prospective PE= 8.5, Revenue=NA.
Filtronic designs and manufactures broadband microwave and base station filter products for wireless telecommunications systems. Its products include wireless communication equipment and point-to-point communication systems.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

RNSs
http://www.investegate.co.uk/index.aspx?limit=-1

@MrContrarian

MrContrarian
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Re: Mr's Smallcap Sweeps for Aug 2018

#156662

Postby MrContrarian » August 2nd, 2018, 7:46 am

Smallcap Sweep. 02-Aug-18
Estate agent offers 80% discount to shift stock.

Advanced Oncotherapy (AVO) has raised £6.4m at 49p, a 4% discount, from new investors based in Switzerland and two NEDs. The NEDs have bought 540k! AVO raised £33.3m this year already. Some v negative articles on ShareProphets.
Countrywide (CWD) H1 rev down 9%. Adjusted EBITDA £10.7m (£27.8m), slightly better than recent guidance. Firm placing and open offer of 1.4bn shares at 10p (an 80% disc!) to raise £129m net. Huge dilution of existing 238m shares.
Porta Communications (PTCM) H1 trading: ahead of management expectations on an Adjusted EBITDA basis which will be no more than 15% down YoY. Also positive discussions with its lender re refinancing of £5.2m convertible loan that matured on 29 June. Er, so they defaulted? Can't see an RNS about that.
Novacyt (NCYT) Warns FY on rev due to underperformance of the NOVAprep business but cost cutting means EBITDA profitability [sic] is expected to be be higher than previously anticipated.
Eservglobal Limited (ESG) H1 trading. Orders received exceeded forecasts at €7.7m. "This, together with the strong pipeline for the second half, puts the Company in a strong position to reach the breakeven target for the year. Only €1.2M of the €7.7M in new orders has been recognised as revenue in 1H18." H1 operating costs down €2.2m. "t the fundraising in October 2017, it was expected that two large agreements would soon be signed to exploit the HomeSend network. One of those was signed and is expected to go live in the September 2018 quarter, and the other remains a live situation with the agreement still expected despite the delay."
Sinclair Pharma (SPH) Firm offer deadline extended to 16 August.


Notes (do not rely on the data)
AVO: Price=51. Cap=83m. F/C for current FY*: EPS= -15.9, Prospective PE= -3.2, Revenue=NA.
Advanced Oncotherapy is a medical care company which utilizes radiation-based treatment. Its technologies address serious illness in patients such as tumors.
CWD: Price=49.95. Cap=116m. F/C for current FY*: EPS= 6.98, Prospective PE= 7.2, Revenue=NA.
Countrywide along with its subsidiaries is an integrated, full service residential estate agency and property services group in the UK. It offers estate agency and lettings services, together with a range of complementary services.
PTCM: Price=1.97. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Porta Communications provides communications, marketing, design, advertising and analytical services. The company mainly provides offers public relations, public affairs, media buying, advertising, marketing and corporate branding services.
NCYT: Price=56.6. Cap=24m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Novacyt SA develops and markets solutions in medical cytology. It offers portfolio of cancer and infectious disease diagnostics products and services. It has three reportable segment, Cytology, Diagnostics and Molecular Testing.
ESG: Price=8.32. Cap=131m. F/C for current FY*: EPS= -0.44, Prospective PE= -18.9, Revenue=NA.
eServGlobal renders software assistance to the financial service providers. Its solutions facilitate money transfer through the medium of mobile wallets, cards and bank accounts.
SPH: Price=21. Cap=105m. F/C for current FY*: EPS= -0.77, Prospective PE= -27.3, Revenue=NA.
Sinclair Pharma is a specialty pharmaceutical company focused on Dermatology, in particular - Aesthetics, Wound care, and Skin care.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

RNSs
http://www.investegate.co.uk/index.aspx?limit=-1

@MrContrarian

MrContrarian
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Re: Mr's Smallcap Sweeps for Aug 2018

#156874

Postby MrContrarian » August 3rd, 2018, 7:39 am

Smallcap Sweep. 03-Aug-18
SEE SP seesaw?

Tern (TERN) Investee Device Authority won't achieve the forecasts Tern published last year - Device Authority has failed to raise the $10m expected. The shareholders of DA remain supportive and have provided the company with $2.2m of funding via convertible loan notes.
Seeing Machines (SEE) FY trading. Rev A$30.7m up 127%. Gross margin and gross profit are expected to be below the Board's expectations.. Blames higher-than-expected final hardware costs for Fleet Guardian Gen 2.
Summit Therapeutics (SUMM) Good Phase 2 trial results for Ridinilazole.
S & U (SUS) H1 trading. A prudent focus on quality in Advantage Finance has seen acceptance levels tighten to 25% of applications (31%). Customer numbers up 18%. "On debt quality, although impairment continues to run at higher levels than last year, recent underwriting refinements have led to early indications of an improvement...Confident S&U will continue to deliver consistent improvements in shareholder value."


Notes (do not rely on the data)
TERN: Price=25.4. Cap=52m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tern is an investment company which focuses on investing in quoted or unquoted technology companies to achieve capital growth.
SEE: Price=11.6. Cap=254m. F/C for current FY*: EPS= -0.96, Prospective PE= -12.1, Revenue=NA.
Seeing Machines provides operator monitoring and intervention sensing technologies and services for the automotive, mining, transport and aviation industries. It develops products to detect and manage driver fatigue and distraction.
SUMM: Price=34.45. Cap=5m. F/C for current FY*: EPS= -13.14, Prospective PE= -2.6, Revenue=NA.
Summit Therapeutics is a biopharmaceutical company focused on the discovery, development and commercialization of novel medicines for indications for which there are no existing or only inadequate therapies.
SUS: Price=2525. Cap=306m. F/C for current FY*: EPS= 242.57, Prospective PE= 10.4, Revenue=NA.
S & U is engaged in providing motor finance and specialist lending service through its subsidiary Advantage Finance Limited. It serves over 80,000 customers in UK by providing credit services.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

RNSs
http://www.investegate.co.uk/index.aspx?limit=-1

@MrContrarian

MrContrarian
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Re: Mr's Smallcap Sweeps for Aug 2018

#157428

Postby MrContrarian » August 6th, 2018, 7:38 am

Smallcap Sweep. 06-Aug-18
FireAngel - the smoke get in your eyes.

Victoria (VCP) Placing to fund purchase of Cerámica Saloni, a European manufacturer of mid to high-end ceramic and porcelain tiles. Placing at 827p, a 3% discount.
FireAngel (FA.) warns on FY. Guides loss of up to £0.5m. Blames short term issues within the supply chain recently identified, continued weakness of Sterling and difficult UK high street trading. A serial disappointer.


Notes (do not rely on the data)
VCP: Price=850. Cap=1004m. F/C for current FY*: EPS= 29.71, Prospective PE= 28.6, Revenue=NA.
Victoria manufacturers flooring products in the UK. Its products comprise of wool and synthetic broadloom carpets, carpet tiles, underlay and flooring accessories.
FA.: Price=62. Cap=21m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

RNSs
http://www.investegate.co.uk/index.aspx?limit=-1

@MrContrarian

MrContrarian
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Joined: November 4th, 2016, 2:45 pm
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Re: Mr's Smallcap Sweeps for Aug 2018

#157607

Postby MrContrarian » August 7th, 2018, 7:28 am

Smallcap Sweep. 07-Aug-18
Beachy heads down

Harvey Nash Group (HVN) 130p recommended offer, 17% premium. Holders also get 1.75p div.
Pebble Beach Systems (PEB) H1 trading. Rev £3.9m (£4.6m) "despite unsettled market conditions during this period of technology and commercial transition, coupled with delayed timing of order intake in H1 2018." Confident of H2, with an increased backlog of £4.7m. Guides FY rev marginally below FY17 and improved profitability. Looks a big miss on F/C rev £13.9m but they don't say so.
PROACTIS Holdings (PHD) FY trading. Rev £52m and adj EBITDA ~£17m. Looks a miss against F/C rev £57m but they don't say so.


Notes (do not rely on the data)
HVN: Price=111.2. Cap=82m. F/C for current FY*: EPS= 13.7, Prospective PE= 8.1, Revenue=NA.
Harvey Nash Group is a comprehensive staffing solutions provider mainly to the European market. Its suite of services includes recruitment, outsourcing, payroll services and software support to its clients globally.
PEB: Price=3.68. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Pebble Beach Systems Group is a broadcast automation company. Its products include Marina, Marina Lite, Dolphin, Orca and Stingray.
PHD: Price=108. Cap=97m. F/C for current FY*: EPS= 9.55, Prospective PE= 11.3, Revenue=NA.
PROACTIS Holdings is a global spend management solution provider which creates, sells and maintains spend management software that enables organisations to streamline, control and monitor all expenditure, other than payroll.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

RNSs
http://www.investegate.co.uk/index.aspx?limit=-1

@MrContrarian

MrContrarian
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Re: Mr's Smallcap Sweeps for Aug 2018

#157845

Postby MrContrarian » August 8th, 2018, 7:38 am

Smallcap Sweep. 08-Aug-18


Share (SHRE) H1 rev up 15% but EPS -0.2p (0.0p) due to new regulations, principally MiFID II and GDPR. Did not find warning about this in previous RNSs this year. MiFID II has lengthened many offline interactions. Has taken steps to mitigate this. Underlying profit after tax £50k (£250k). Has grabbed 38k ex-Beaufort clients. Outlook: "Benefits of these new acquisitions are expected to be felt from Q4 2018, and the Bank of England's recent increase in the base rate will assist in raising interest income." They have some work to do to hit F/C of 0.47p EPS.


Notes (do not rely on the data)
SHRE: Price=25.1. Cap=40m. F/C for current FY*: EPS= 0.47, Prospective PE= 53.4, Revenue=NA.
Share is a part of the financial service sector. Its core business involves stock broking activities. It also provides custodian services and fund administration services.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

RNSs
http://www.investegate.co.uk/index.aspx?limit=-1

@MrContrarian

MrContrarian
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Re: Mr's Smallcap Sweeps for Aug 2018

#158137

Postby MrContrarian » August 9th, 2018, 7:45 am

Smallcap Sweep. 09-Aug-18
MIRA MIRA on the wall, who is the most bullish of all?

Mirada (MIRA) conversion of loan to equity at 1.12p (a 53% premium) taking the concert party to 66% holding. Guides FY rev up slightly. Outlook - bullish, as always.
Elektron Technology (EKT) H1 trading. Rev up 17%. Guides FY ahead of market expectations.
North Midland Cnstrn (NMD) H1 EPS 20p up 104%. Div doubled to 6p. No F/C available. "Our focus on margin enhancement (104% ahead of last year) and cash generation (138% ahead of last year) is beginning to show returns and is anticipated to continue going forward." Recovering well from disastrous 'legacy' projects.


Notes (do not rely on the data)
MIRA: Price=0.7. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Mirada is an audiovisual interaction technology company that creates products and manages services that enable consumers to interact with and access audiovisual digital content on television, companion devices and online.
EKT: Price=41.5. Cap=73m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Elektron Technology designs, manufactures and markets products that connect, monitor and control. Its segments include Bulgin, Checkit and Instrumentation, Monitoring and Control (IMC).
NMD: Price=340. Cap=35m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
North Midland Construction is engaged in the civil engineering, building and public works contracting business. The Company delivers construction, design, and build projects for construction, power, highways, telecommunication, and water sectors.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

RNSs
http://www.investegate.co.uk/index.aspx?limit=-1

@MrContrarian

MrContrarian
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Posts: 511
Joined: November 4th, 2016, 2:45 pm
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Re: Mr's Smallcap Sweeps for Aug 2018

#158423

Postby MrContrarian » August 10th, 2018, 7:32 am

Smallcap Sweep. 10-Aug-18


ProPhotonix (PPIX) warns H1 rev up only 4%, margin down to 39% (44%) and adjusted EBITDA $0.2m ($0.7m). Blames $0.5m delayed shipments, decrease in sales from one large customer (already RNSd) and a "competitive market environment, revenue mix and higher component costs". So many things going wrong! Guides FY adjusted EBITDA $1.25m-$1.5m and net income of break-even.
GBGI (GBGI) Guides FY gross written premium and underlying net income "broadly in line with initial expectations". But CEO Bob Dubrish (anagram: rubbish BoD) boasts "We have a strong start to the third quarter and we are confident in our business model and that we are making good progress on our 2018 initiatives."


Notes (do not rely on the data)
PPIX: Price=11.25. Cap=15m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ProPhotonix is an independent designer and manufacturer of LED systems, and a manufacturer of laser modules and a distributor of laser diodes.
GBGI: Price=97.55. Cap=94m. F/C for current FY*: EPS= 12.84, Prospective PE= 7.6, Revenue=NA.
GBGI provides tailored insurance products. It underwrites a portfolio of health, life, disability and travel products with an international distribution capability and end-to-end services to insured members covering enrolments.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

RNSs
http://www.investegate.co.uk/index.aspx?limit=-1

@MrContrarian

MrContrarian
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Posts: 511
Joined: November 4th, 2016, 2:45 pm
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Re: Mr's Smallcap Sweeps for Aug 2018

#159133

Postby MrContrarian » August 13th, 2018, 7:27 am

Smallcap Sweep. 13-Aug-18
FAB? Far from it.

Fusion Antibodies (FAB) warns FY19 will be significantly behind current market expectations with rev only modestly up. Blames pricing pressures, as well as a delay in securing some large contracts.


Notes (do not rely on the data)
FAB: Price=123.11. Cap=25m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Fusion Antibodies is engaged in the research, development and manufacturing of recombinant proteins and antibodies, particularly in the areas of cancer and infectious diseases.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

RNSs
http://www.investegate.co.uk/index.aspx?limit=-1

@MrContrarian

MrContrarian
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Posts: 511
Joined: November 4th, 2016, 2:45 pm
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Re: Mr's Smallcap Sweeps for Aug 2018

#159410

Postby MrContrarian » August 14th, 2018, 7:41 am

Smallcap Sweep. 14-Aug-18
Rare public censure from LSE for MUBL.

Phaunos Timber Fund (PTF) rejects firm offer of 49c. Is selling off assets, guides realisation of 54-60c within 6 to 9 months, which would cover 92% of the Portfolio Value. Will all sales proceeds from the Asset Realisation Process as they are received, after allowing for cash reserves to wind-down the Company.
D4T4 Solutions (D4T4) contract wins. "D4T4 has record bookings in H2 In the year to date, and in line with management's expectations, we have been successful in converting a number of significant opportunities from our strong pipeline. This puts us on track to return to more normalised levels of business weighting for H1."
React Group (REAT) keep the lights on placing of £420k at 0.3p, a 21% discount.
PHSC (PHSC) finals. Lots of detail on subsidiary trading but I can't fathom if group result is OK. Q1 trading: rev £1.56m (£1.82m), EBITDA £121,815 (£121,351), which included results for ALS (discontinued). "Highly encouraging growth in revenue and profit from QCS gives us an expectation that overall and on a consolidated basis, 2018/19 will see an improvement on 2017/18."
Castings (CGS) AGM stmt. Demand from main customers remains strong but "the level of reorganisation at CNC Speedwell is such that we do not foresee it returning to profitability during this financial year."
MBL Group (MUBL) RNS late last night. Public censure for failing to report poor trading in Sept 2017 www.londonstockexchange.com/companies-a ... s/ad18.pdf Also will shortly publish Circular and Notice of General Meeting re mooted delisting. This has been a massive crock, with late-as-possible results only the tip of the iceberg of contempt for holders.
French Connection (FCCN) Times says Mashley won't pay HoF concession debts. He'll only pay for sales since Friday. There was wishful talk of pressure on him to pay. Ha!

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Re: Mr's Smallcap Sweeps for Aug 2018

#159744

Postby MrContrarian » August 15th, 2018, 7:34 am

Smallcap Sweep. 15-Aug-18


Arena Events Group (ARE) Placing of £20m at 60p, a 12% discount, to fund 2 acquisitions.
Premier Veterinary (PVG) 'Major' 3 yr contract in US for Premier Pet Care Plan. Trial in 15 locations for 6 months then rollout to all 100 pet surgeries if a success. The client is the fourth largest consolidator in the US.
Boxhill Technology (BOX) Remains suspended - looks like FY accounts wont be completed for months due to shenanigans at a subsidiary's bank. What a mess.


Notes (do not rely on the data)
ARE: Price=68.75. Cap=99m. F/C for current FY*: EPS= 4.7, Prospective PE= 14.6, Revenue=NA.
Arena Events Group is an event design and delivery company providing temporary physical structures, seating, ice rinks, furniture, and interiors. The company serves sporting, outdoor and leisure events in Europe, the US, the Middle East and Asia.
PVG: Price=47.5. Cap=7m. F/C for current FY*: EPS= -1.6, Prospective PE= -29.7, Revenue=NA.
Premier Veterinary Group is a non-medical service provider mainly to veterinary centers. The company business operates in the veterinary industry and mainly provides support services for day to day running of veterinary centers.
BOX: Price=0.04. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Boxhill Technologies is engaged in providing payment solutions for the commercial sectors across Lottery and eCommerce. The company’s payment processing helps merchants to accept alternative payment options.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

RNSs
http://www.investegate.co.uk/index.aspx?limit=-1

@MrContrarian

MrContrarian
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Posts: 511
Joined: November 4th, 2016, 2:45 pm
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Re: Mr's Smallcap Sweeps for Aug 2018

#160054

Postby MrContrarian » August 16th, 2018, 8:14 am

Smallcap Sweep. 16-Aug-18


Infrastrata (INFA) CEO and COO play musical chairs.
Petards Group (PEG) contract win - £2.7m. Starting January 2019, expected to be completed in 2020.
Mercia Technologies (MERC) 46% owned investee co nDreams wins multi-million dollar contract with "one of the world's foremost virtual reality technology companies." It's the most significant (biggest?) contract win to date.
St Ives (SIV) Guides FY pretax at the upper end of market expectations.
Sinclair Pharma (SPH) extends PUSU deadline again, by 7 days.
AB Dynamics (ABDP) director and 6% holder dies. She was married to a founder director, also deceased. Will the holding need a new home in due course?
Abzena (ABZA) recommended of of 16p, a 167% premium. SP has crashed in last year as it seeks funding and starts firesale


Notes (do not rely on the data)
INFA: Price=0.61. Cap=9m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Infrastrata develops sub-surface gas storage facilities. The company has focused on a gas storage project in County Antrim.
PEG: Price=24.5. Cap=11m. F/C for current FY*: EPS= 2.02, Prospective PE= 12.1, Revenue=NA.
Petards Group is engaged in development, supply and maintenance of technologies used in security, surveillance and ruggedised electronic applications.
MERC: Price=28. Cap=81m. F/C for current FY*: EPS= -0.5, Prospective PE= -56.0, Revenue=NA.
Mercia Technologies is an investment company focused on building early stage businesses and providing with capital, infrastructure, and management support to accelerate their development.
SIV: Price=95.2. Cap=147m. F/C for current FY*: EPS= 11.37, Prospective PE= 8.4, Revenue=NA.
St Ives is an international marketing services group, made up of with number of successful and dynamic businesses serving leading brands. It has experience in the retail, publishing and commercial markets.
SPH: Price=18.55. Cap=93m. F/C for current FY*: EPS= -0.77, Prospective PE= -24.1, Revenue=NA.
Sinclair Pharma is a specialty pharmaceutical company focused on Dermatology, in particular - Aesthetics, Wound care, and Skin care.
ABDP: Price=1200. Cap=233m. F/C for current FY*: EPS= 35, Prospective PE= 34.3, Revenue=NA.
AB Dynamics is engaged in designing and manufacturing test equipment for vehicle suspension, steering, noise and vibration. It also offers services including analysis, design, prototype manufacture, testing and development.
ABZA: Price=14.5. Cap=29m. F/C for current FY*: EPS= -4.61, Prospective PE= -3.1, Revenue=NA.
Abzena is a biopharmaceutical company. Its services include research and manufacturing of biopharmaceutical products.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

RNSs
http://www.investegate.co.uk/index.aspx?limit=-1

@MrContrarian

MrContrarian
Lemon Slice
Posts: 511
Joined: November 4th, 2016, 2:45 pm
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Re: Mr's Smallcap Sweeps for Aug 2018

#160239

Postby MrContrarian » August 17th, 2018, 7:43 am

Smallcap Sweep. 17-Aug-18


PV Crystalox Solar (PVCS) agrees haircut to €36.5m arbitration award. Will get €28.8m and the customer will waive its right to demand delivery of the outstanding wafers.
LXB Retail Properties (LXB) confirms another 4p return of cash from sale of assets.


Notes (do not rely on the data)
PVCS: Price=23.68. Cap=39m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
PV Crystalox Solar is a producer of multicrystalline silicon ingots and wafers for use in solar electricity generation systems. The company supplies multicrystalline silicon wafers to photovoltaic cell makers in the world.
LXB: Price=16.49. Cap=28m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

RNSs
http://www.investegate.co.uk/index.aspx?limit=-1

@MrContrarian

MrContrarian
Lemon Slice
Posts: 511
Joined: November 4th, 2016, 2:45 pm
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Re: Mr's Smallcap Sweeps for Aug 2018

#160684

Postby MrContrarian » August 20th, 2018, 7:51 am

Smallcap Sweep. 20-Aug-18
Countrywide redefines 'supportive'.

LiDCO Group (LID) H1 trading slow but expects a much stronger H2 as more customers sign up to the HUP programme. Board still expects the year to 31 January 2019 to be a year of further growth of LiDCO sales.
Countrywide (CWD) After 'constructive and supportive' shareholder consultations over proposed Absolute Growth Plan (ie new Remuneration Supertrough) , they tell CWD board to get lost.
Mulberry (MUL) warns material FY sales hit from poor trading and £3m bad debt from House of Fraser.


Notes (do not rely on the data)
LID: Price=6. Cap=12m. F/C for current FY*: EPS= -0.35, Prospective PE= -17.1, Revenue=NA.
LiDCO Group supplies non-invasive and minimally invasive hemodynamic monitoring equipment to hospitals. The company’s products are used principally in the treatment of high-risk patients in both critical care units and in the operating theatre.
CWD: Price=14.6. Cap=34m. F/C for current FY*: EPS= 6.98, Prospective PE= 2.1, Revenue=NA.
Countrywide along with its subsidiaries is an integrated, full service residential estate agency and property services group in the UK. It offers estate agency and lettings services, together with a range of complementary services.
MUL: Price=547. Cap=352m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Mulberry Group manufactures and trades in fashion products. Its product line includes leather accessories, apparels, footwear marketed under the Mulberry brand which it retails and wholesales across more than 20 countries.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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Re: Mr's Smallcap Sweeps for Aug 2018

#160941

Postby MrContrarian » August 21st, 2018, 7:36 am

Smallcap Sweep. 21-Aug-18


Angling Direct (ANG) H1 trading: rev up 56%, head of management's expectations.
Tracsis (TRCS) Guides FY rev up 16%, ahead of market expectations. Expects EBITDA and adj profit ahead of market expectations.
Ixico (IXI) FY expected to be ahead of market expectations with rev at least £5.1m, up 24%.
Game Digital (GMD) H1 Gross Transaction Value down 1.6%, FY up 1.8%. FY rev down 0.4%. Worse, "trends of the first half continue during the last six months, with strong sales of lower-margin Digital and Hardware, and continued challenges in the Preowned business that have impacted on the overall gross profit rate." BELONG rollout at Sports Direct going well. They don't say if it's in line overall but does not sound good.


Notes (do not rely on the data)
ANG: Price=83.7. Cap=37m. F/C for current FY*: EPS= 2.1, Prospective PE= 39.9, Revenue=NA.
Angling Direct is a fishing tackle retailer. The Company sells fishing tackle products and related products through a network of 15 retail stores located in the UK.
TRCS: Price=646. Cap=212m. F/C for current FY*: EPS= 23.21, Prospective PE= 27.8, Revenue=NA.
Tracsis is engaged in providing software products, consultancy services and delivering bespoke projects to solve a variety of problems within the transport and traffic sector. It offers rail technology and services, and traffic and data services.
IXI: Price=31.2. Cap=15m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
IXICO is engaged in providing clinical trial services and technology to evaluate imaging endpoints to pharmaceutical companies.
GMD: Price=27.9. Cap=51m. F/C for current FY*: EPS= -1.43, Prospective PE= -19.5, Revenue=NA.
GAME Digital is an omni-channel retailer of video games in the UK and Spain. The company sells gaming and gaming-related products.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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Re: Mr's Smallcap Sweeps for Aug 2018

#161404

Postby MrContrarian » August 23rd, 2018, 7:38 am

Smallcap Sweep. 23-Aug-18
Boringly good, no bloodbaths today.

Wey Education (WEY) Guides FY rev above market expectations of £4.1m, 'underlying profit and loss' [eh?] in line with market expectations. Exp adj. pretax £400-£500k.
Sopheon (SPE) H1 rev up 27%, prertax up 55%. "Group is trading comfortably in line with market expectations."
Arcontech Group (ARC) FY pretax up 54%, ahead of expectations. Rev up 9%. Final div 1.3p (1p). Outlook "We have added additional sales resource to increase our focus on new business growth and while this will add to our cost base we believe it will generate positive results in the near future. Our pipeline of prospects remains positive..."
Toople (TOOP) Wins contract reseller to provide fibre broadband and cloud based telephony services for two of the reseller's national high street retail customers. Needed because BT will scrap old tech copper lines to the shops by 2025. The contract is expected to provide significant revenue opportunities. That's vaguely nice. No numbers.
Fulham Shore (FUL) trading: encouraging revenue increases in both Franco Manca and The Real Greek in the first 21 weeks of FY.


Notes (do not rely on the data)
WEY: Price=14.5. Cap=17m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Wey Education is an online educational services company using an online platform to deliver teaching both in the UK and overseas. It operates two schools, a B2B business and an online language school.
SPE: Price=940. Cap=94m. F/C for current FY*: EPS= 31.59, Prospective PE= 29.8, Revenue=NA.
Sopheon through its subsidiaries provides software, services and practices that help complex, global enterprises to improve R&D throughput and time to market, and to increase the value per product or service in their portfolio.
ARC: Price=118. Cap=30m. F/C for current FY*: EPS= 4.7, Prospective PE= 25.1, Revenue=NA.
Arcontech Group along with its subsidiaries is engaged in the development and sale of proprietary software and provision of computer consultancy services.
TOOP: Price=0.25. Cap=m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Toople provides telecommunication services in UK. The Company's services include business broadband, fibre, EFM & Ethernet data services, business mobile phones, cloud PBX and SIP Trunking and traditional services.
FUL: Price=11. Cap=66m. F/C for current FY*: EPS= -0.12, Prospective PE= -91.7, Revenue=NA.
Fulham Shore (The) is engaged in the operation and management of restaurants. It's only one geographical area is United Kingdom.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

RNSs
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Re: Mr's Smallcap Sweeps for Aug 2018

#161666

Postby MrContrarian » August 24th, 2018, 7:32 am

Smallcap Sweep. 24-Aug-18


EQTEC (EQT) New broom tries to sort out this lossmaking tinpot. "An immediate requirement for more engineering resource to support our current deal flow...shift the near-term focus from business development to pipeline execution to ensure delivery on customer requirements for immediate pipeline opportunities."


Notes (do not rely on the data)
EQT: Price=0.95. Cap=15m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
EQTEC is a developer and operator of energy infrastructure using clean technologies. It provides Biomass Electricity and Heat sector in the United Kingdom.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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Re: Mr's Smallcap Sweeps for Aug 2018

#162512

Postby MrContrarian » August 28th, 2018, 7:28 am

Smallcap Sweep. 28-Aug-18
Low quality news.

CSF Group (CSFG) Malaysian co proposed delisting, claims it spends £200k PA to be on AIM inc NED fees.
Avanti Communications (AVN) appoints COMSAT as distributor. It gains immediate access to US global governmental and military activity that may otherwise take multiple years to gain approval.


Notes (do not rely on the data)
CSFG: Price=2.31. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
CSF Group is engaged in designing, construction and installation of data centers on an outsourced basis, ongoing support and maintenance and rental of data center space.
AVN: Price=5.2. Cap=117m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Avanti Communications Group is a provider of satellite data communications services in Europe, the Middle East, and Africa. The company sells satellite broadband services to customers.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

RNSs
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Re: Mr's Smallcap Sweeps for Aug 2018

#162768

Postby MrContrarian » August 29th, 2018, 7:43 am

Smallcap Sweep. 29-Aug-18
Toople topple turning point?

Toople (TOOP) A 'major' new wholesale telephony and superfast broadband contract with a well-known wholesaler worth at least £3.5m over 3 years. That should reverse a little of the 98% loss since listing 2 years ago.
Richoux Group (RIC) Tiny restaurant chain suffering: "continued pressure on trading during the period, with further impact from temporary restaurant closures due to conversion or refurbishment." Guides rev flat YoY. Fundraise at 6p, a 14% discount.
Johnston Press (JPR) The i paper is the only bright spot in H1 with adjusted EBITDA from that paper £6m up 61%. Adj ad rev(cont) down 15.0%. Group rev down 10%, EPS 3.6 (-5.4). Still trying to refinance or restructure the huge debt but no decisions have been made nor agreements reached.
Integumen (SKIN) H1 rev £149k (£124k). Pretax -£1.5m (-£1.4m). Sales and marketing efforts of Visible Youth failed to meet expectations. TSPro sales forecasts [eh?] did not meet the expectations of the Board. Rejected offer from director for the skin care businesses. He has resigned to avoid the conflict of interest. Talks on other potential offers for one or more of the skin care assets.


Notes (do not rely on the data)
TOOP: Price=0.24. Cap=m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Toople provides telecommunication services in UK. The Company's services include business broadband, fibre, EFM & Ethernet data services, business mobile phones, cloud PBX and SIP Trunking and traditional services.
RIC: Price=7. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Richoux Group is engaged in the restaurant business. The Company has over 15 restaurants operating under the Richoux, Villagio, Dean's Diner and Zippers brands across London offering international cuisines.
JPR: Price=5.16. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Johnston Press engages in the multimedia business. The firm provides news and information services to the local and regional communities through various publications and websites. Its brands include Banbridge Leader, Banbury Guardian, and Belper News.
SKIN: Price=0.6. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Integumen is a personal health care company. It develops and commercializes technology and products for the human integumentary system that may improve physical appearance, hygiene and general health outcomes.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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Re: Mr's Smallcap Sweeps for Aug 2018

#163073

Postby MrContrarian » August 30th, 2018, 7:39 am

Smallcap Sweep. 30-Aug-18
Crawshaw: bloody hell.

Filtronic (FTC) Wins follow-on order from a major European OEM for its Massive MIMO antenna. Order worth $1.1m is in line with the Company's expectations.
Crawshaw Group (CRAW) H1 trading: grim. Rev £21.6m (£22.1m), LFL -13%, a slight deterioration in last 6 weeks. Guides FY rev flat and underlying operating loss ~£3m. Cash down to £3.3m. The new mgmt has "identified the core issues affecting the business and will announce how it plans to rectify those...alongside the interim results."
Xaar (XAR) H1 trading: grim. "Underlying trading since the end of June has been, and is expected to continue to be, below the levels previously anticipated by the Board." 1201 printhead sales significantly slower than expected. Will announce recovery plan in interims.
Watchstone Group (WTG) H1 rev £19.7m down 14%. Pretax -£3.5m (nil). Cash £58.4m plus the disputed £50.2m in escrow. Healthcare Services rev up 3%, Ingenie rev down 38%. Slater & Gordon's claim expected to go to trial in late 2019. SFO investigation continues. "We are making good progress in developing the underlying quality of our businesses [really?] and their long term value whilst simultaneously resolving the Group's legacy matters as efficiently as possible."


Notes (do not rely on the data)
FTC: Price=15.25. Cap=30m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Filtronic designs and manufactures broadband microwave and base station filter products for wireless telecommunications systems. Its products include wireless communication equipment and point-to-point communication systems.
CRAW: Price=6.05. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Crawshaw Group through its subsidiaries operates a chain of meat focused retail food stores. The company has around 50 retail locations across Yorkshire, Lincolnshire, Nottinghamshire, Derbyshire, the North West and the Midlands.
XAR: Price=245. Cap=195m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Xaar is a digital inkjet technology company that manufactures piezoelectric drop-on-demand industrial inkjet printheads and develops and sells ink systems, electronics and fluid optimisation services to accelerate the system development and adoption.
WTG: Price=99.4. Cap=44m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Watchstone Group provides technology enabled sales, legal and business process outsourcing services. Its business segments are Hubio, Ingenie, Healthcare Services, BAS, and Central.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

RNSs
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