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MrC's Smallcap Sweeps for Oct 2018

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MrContrarian
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MrC's Smallcap Sweeps for Oct 2018

#170403

Postby MrContrarian » October 1st, 2018, 7:38 am

Smallcap Sweep. 01-Oct-18
Peter Pollock kicked in the, er, kicked upstairs.

Eckoh (ECK) wins two-year US contract worth $7.4m to provide secure payment solutions.
Trakm8 (TRAK) wins 3 year contract extension for 2000 vehicles at first and 10,000 and 15,000 vehicles over the lifetime of the contract.
EPE Special Opps (ESO) sells investment in Process Components Limited for £13.6m. NAV gain of 11.16p/sh to 216.3p.
Imaginatik (IMTK) financial performance has improved. Talks to appoint new nomad. Talk is cheap. "Several existing and new potential investors have approached the Company since the announcement on 26 September with interest and proposals. Since the management changes at the start of June, the immediate focus of the new team has been for the business to become self-funding as soon as possible and this continues to be the aim." Cap now only £740k.
LPA Group (LPA) CEO Peter Pollock kicked upstairs. Paul Curtis [internal appointement] becomes Chief Operating Officer and will become CEO in due course, at which point Peter will move to Non-Executive status.
Wey Education (WEY) JV setup in China delayed and is not expected to have any material effect on revenues or profits in this FY. FY has encouraging start.


Notes (do not rely on the data)
ECK: Price=38.3. Cap=104m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Eckoh is a provider of speech recognition and associated payment solutions, across voice, web and mobile channels.
TRAK: Price=72.8. Cap=30m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Trakm8 Holdings is a UK based Big Data company. The company through its subsidiaries is engaged in manufacturing, marketing, and distribution of vehicle telematics equipment and services.
ESO: Price=135.1. Cap=40m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
IMTK: Price=2. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Imaginatik offers businesses software solutions and services that support a variety of idea management processes such as time limited events, ongoing suggestion programs and customized business processes.
LPA: Price=112. Cap=13m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
LPA Group is engaged in designing, manufacturing & supplying LED based lighting & electro-mechanical systems and also distributes engineered components for rail, infrastructure and aviation; and aerospace & defence markets.
WEY: Price=14.3. Cap=21m. 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.

* 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: MrC's Smallcap Sweeps for Oct 2018

#170686

Postby MrContrarian » October 2nd, 2018, 7:42 am

Smallcap Sweep. 02-Oct-18
Revolution Bars serves mixed cocktail.

Pennant (PEN) wins £10.2m Middle East order. Performed over the 2018, 2019 and 2020 FYs.
Tekcapital (TEK) placing at 7.5p, a 12% discount. " significant amount of the Placing will be utilised to expand Tekcapital's commercialisation of their investment portfolio of businesses."
ScS (SCS) FY ahead of market expectations. Rev up 1%, EPS 26.8p up 14%.FY div 16.2 up 10%. Trading: Sales order intake up 2.1% LFL for the 9 weeks to 29 September. Group trading in line with the Board's expectations.
DX Group (DX.) FY slightly ahead of market expectations. Rev up 3%, EPS -8.1p (-40.3p). Net debt £1.1m (£19.1m), ahead of market expectations. Current trading encouraging.
Revolution Bars (RBG) FY as guided. LFL rev -0.6%. EPS -5.7p (+7.7p [restated]). Adj EPS 13.p (14.6p [restated]). Div 3.3p (3.3p). Recent LFL -5% "but benefits of new initiatives put in place by new CEO yet to work through". Pre-booked Christmas sales up 20.3% (LFL 14%).


Notes (do not rely on the data)
PEN: Price=136.4. Cap=67m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Pennant International Group is engaged in the delivery of integrated logistic support solutions. These comprise of simulation, virtual reality and computer based training systems, software solutions and Logistic Support Analysis Software.
TEK: Price=8.5. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tekcapital is a technology and intellectual property services company. It assists its clients to innovate faster and to protect core products and services.
SCS: Price=199. Cap=80m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ScS Group operates as a sofas, carpet and flooring retailer in the United Kingdom. The company focuses in fabric and leather sofas and sells an exclusive range of branded and ScS branded products.
DX.: Price=9.84. Cap=55m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
DX (Group) is a logistics and parcel distribution company operating in UK & Ireland. It provides next day delivery services for mail, parcels & 2-Man deliveries to business and residential addresses for both public & private sector companies.
RBG: Price=125. Cap=63m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Revolution Bars Group is an operator of premium bars across the United Kingdom under the Revolution and Revolución de Cuba brands.

* 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: MrC's Smallcap Sweeps for Oct 2018

#170980

Postby MrContrarian » October 3rd, 2018, 7:46 am

Smallcap Sweep. 03-Oct-18
Topps tops top F/C.

PCI-PAL (PCIP) contract win for an initial three year period. Min total value of $850k of which annual recurring licence fee is $220k.
Topps Tiles (TPT) guides adjusted pre-tax slightly ahead of the top end of the current range of market expectations )£14.6m to £15.2m).
Feedback (FDBK) FY trading. Rev £458k (FY 2017: £466k) but invoiced sales of £771k up 51%. "As a result of the investment in our employees, we are seeing improved sales momentum throughout the business."
SRT Marine Systems (SRT) H1 rev £3.2m up 9%. Pretax -£1.4m (-£1.8m). No systems rev. "The transceiver business has now recovered from the stock shortages. Promises jam tommorrow.


Notes (do not rely on the data)
PCIP: Price=25. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
PCI-PAL provides secure payment services for business. It offers products and services that enable organisations to securely take customer payments, and safely store customer data from the threat of data loss and cybercrime.
TPT: Price=62.7. Cap=121m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Topps Tiles is engaged in the retail distribution of ceramic and porcelain tiles, natural stone, wood flooring and related products. It includes product such as bathroom tiles, kitchen tiles, floor tiles, wall tiles and other tools and essentials.
FDBK: Price=1.73. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Feedback through its subsidiaries is engaged in providing medical imaging tools for clinical decision makers. It develops software and systems that provide techniques and workflows for practitioners involved in medical research and treating patients.
SRT: Price=25.18. Cap=35m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SRT Marine Systems is engaged in development & supply of Automatic Identification System based maritime domain awareness technologies, derivative product & system solutions for use in maritime applications.

* 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

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Re: MrC's Smallcap Sweeps for Oct 2018

#171068

Postby TheMotorcycleBoy » October 3rd, 2018, 12:59 pm

I looked at Imaginatik (IMTK) out of curiosity.....and discovered that they are in software. Which is my profession. However it looked like they only have one product "Innovation Central". Which, without spending ages, drilling down into, didn't look very substantial at all. It doesn't seem like a killer application whatsoever. So, regards the value I can see in the offering, I personally wouldn't go for it.

But that's just my opinion....and I hope I have not ruffled any feathers of people who do hold them as an investment.

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Re: MrC's Smallcap Sweeps for Oct 2018

#171174

Postby simoan » October 3rd, 2018, 5:56 pm

TheMotorcycleBoy wrote:I looked at Imaginatik (IMTK) out of curiosity.....and discovered that they are in software. Which is my profession. However it looked like they only have one product "Innovation Central". Which, without spending ages, drilling down into, didn't look very substantial at all. It doesn't seem like a killer application whatsoever. So, regards the value I can see in the offering, I personally wouldn't go for it.

But that's just my opinion....and I hope I have not ruffled any feathers of people who do hold them as an investment.

I keep things much simpler... the company has a stupid name, it's never made a profit from what I can see, and the market cap is < £1m so we've already wasted far more words than it is worthy of on this thread. What a pile of crap!

All the best, Si

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Re: MrC's Smallcap Sweeps for Oct 2018

#171286

Postby TheMotorcycleBoy » October 4th, 2018, 5:56 am

@MrContrarian
What's your view of this Redt Energy PLC (RED). I reviewed them briefly, but have not purchased. Their product is some of kind of energy storage thing (err.. probably a battery). It looked tempting to us as a penny share type bet, but I read more online (i.e. other investment forums) and people were basically saying that the technology underpinning their main entrant was fundamentally broken in some way. Wondered if you had a view....

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Re: MrC's Smallcap Sweeps for Oct 2018

#171299

Postby MrContrarian » October 4th, 2018, 7:47 am

Smallcap Sweep. 04-Oct-18
Swinging BOOM hits passengers again. What a voyage.

DFS Furniture (DFS) FY rev up 14%, organic rev down 2%. Pretax down 49%. Underlying EPS down 25% to 14p. FY div unchanged at 11.2p. Recent trading: LFL order growth across all brands. "We believe however, we are benefiting from deferred purchases in the prior financial year and overall we expect the market to remain subdued into 2019."
Audioboom Group (BOOM) Guides FY rev below current market expectations, material impact on EBITDA.
Clear Leisure (CLP) loses appeal. You can say that again. Court throws out attempt to reverss Mediapolis’ land auction and the decision of the auctioneer to reject the Company’s request of assignment.
Premaitha Health (NIPT) collaboration agreement to provide genetic testing based on next generation sequencing for oncology. The initial phase is worth $1m over the next 6-12 months.
Crawshaw Group (CRAW) Nomad Peel Hunt resigns, 1 month notice. That's a bad sign. Appoints WH Ireland as Joint Broker (but not nomad).
AB Dynamics (ABDP) guides rev and pretax significantly exceeding market expectations.


Notes (do not rely on the data)
DFS: Price=210. Cap=444m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
DFS Furniture is a retailer of upholstered furniture. It also designs, manufactures, sells, delivers and installs upholstered and other furniture products. It offers products including sofas, armchairs, reclining chairs and footstools.
BOOM: Price=2.25. Cap=26m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Audioboom Group PLC, through its subsidiaries, spoken-word audio platform for hosting, distributing and monetising content. Its hosting and distribution platform allows partners to embed, share via social channels and re-syndicate their content.
CLP: Price=0.75. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Clear Leisure is an investment company. Its activity includes creating a portfolio of companies within the leisure, entertainment, interactive media and financial services sectors.
NIPT: Price=9.85. Cap=38m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Premaitha Health is a molecular diagnostics company. The company has developed IONA test that enables clinical laboratories to establish a routine, quality assured non-invasive prenatal screening service in-house.
CRAW: Price=3.08. Cap=3m. 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.
ABDP: Price=1274.26. Cap=255m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.

* 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: MrC's Smallcap Sweeps for Oct 2018

#171568

Postby MrContrarian » October 5th, 2018, 7:45 am

Smallcap Sweep. 05-Oct-18
Barrel-scraping Friday.

Coral Products (CRU) bank agrees to waive any rights available to it as a result of the mortgage loan facility covenant breaches disclosed on Oct 1.
Tribal Group (TRB) CFO becomes acting CEO as well. CEO died in Aug.


Notes (do not rely on the data)
CRU: Price=9.9. Cap=7m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Coral Products manufactures plastic injection and extrusion molded products. The company also engages in the business of reselling and distributing food packaging products and household products mainly offering containers and molded products.
TRB: Price=86.2. Cap=174m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tribal Group is engaged in providing proprietary software products and related services to support the business needs of education, learning and training providers.

* 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: MrC's Smallcap Sweeps for Oct 2018

#172203

Postby MrContrarian » October 8th, 2018, 7:52 am

Smallcap Sweep. 08-Oct-18
finnCap whacks Ackers.

French Connection (FCCN) confirms it is up for sale.
CAP-XX (CPX) Giant component co TDK will licence a family of CAP-XX's patents for supercapacitors. Joins Murata and AVX.
HydroDec Group (HYR) £10m placing and £2.8m open offer at >=75p post 100:1 consol. A 42% discount. Cash needed for working capital, R&D...
Akers Biosciences (AKR) finnCap gives the wobbly biomedical co 3 months notice and cracks the whip. finnCap will resign immediately unless whole Board of Directors attends an 'AIM Rules briefing' hosted by finnCap. Never seen that before. CEO resigns, replaced by non-board consultant. Agrees to pay $930,000 to US co Pulse Health to settle lawsuit. Will focus business on Particle Immuno-Filtration Assay.
Sopheon (SPE) expects FY to exceed market expectations from finnCap and Progressive.
Amino Technologies (AMO) warns FY adj pretax only $11.5m = £8.8m (£11.2m). Blames disappointing orders and and higher than expected component prices.


Notes (do not rely on the data)
FCCN: Price=42.16. Cap=41m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
French Connection Group is a retailer and wholesaler of fashion clothing and accessories which designs, produces and distributes branded fashion clothing for men and women.
CPX: Price=10.5. Cap=31m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
CAP-XX is engaged in manufacturing and selling of super capacitors, used in portable electronic devices and automotive applications.
HYR: Price=1.25. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Hydrodec Group is a specialist re-refiner of industrial oils. The company re-refine used and contaminated waste oil to produce, market and distributes SUPERFINE transformer oil and naphthenic base oil.
AKR: Price=23. Cap=19m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Akers Biosciences Inc is engaged in the development and sale of disposable diagnostic testing device. The Company develops, manufactures, and supplies rapid, point-of-care screening and testing products.
SPE: Price=908. Cap=91m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.
AMO: Price=210. Cap=153m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Amino Technologies Plc operates in the communication equipment industry based in the United Kingdom. It assists broadband network operators by offering them software and hardware technologies.

* 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

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Re: MrC's Smallcap Sweeps for Oct 2018

#172438

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

Smallcap Sweep. 09-Oct-18
A one week trading stmt!

Lighthouse Group (LGT) New affinity contract: adds 336k union members.
STM Group (STM) enters UK auto-enrolment market by buying Carey Pensions.for £0.4 m max.
Toople (TOOP) Never seen a one week trading stmt before: "the first week of its new financial year has started ahead of management's expectations...a new record of 115 businesses signing up." Prev 2 months av was 67 pw. Statisticians will raise an eyebow, not a glass, at this RNS.
MySale Group (MYSL) CFO resigns, leaves today. He is thanked.


Notes (do not rely on the data)
LGT: Price=32.7. Cap=44m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Lighthouse Group provides financial advice on retail financial investments and regulatory authorization and related services to financial advisers operating from locations across the United Kingdom.
STM: Price=58.99. Cap=30m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
STM Group is engaged in the financial services sector in the United Kingdom. The company provides a range of financial solutions such as pensions, corporate trustee service, insurance management and life assurance.
TOOP: Price=0.28. Cap=2m. 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.
MYSL: Price=49.4. Cap=76m. F/C for current FY*: EPS= 1.42, Prospective PE= 34.8, Revenue=NA.
MySale Group operates an online retail and wholesale business selling men's, ladies and children's apparel, accessories, beauty and homeware items.

* 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: MrC's Smallcap Sweeps for Oct 2018

#172700

Postby MrContrarian » October 10th, 2018, 7:38 am

Smallcap Sweep. 10-Oct-18
CAKE turns sour.

Patisserie Holdings (CAKE) confirms "significant, and potentially fraudulent, accounting irregularities and therefore a potential material mis-statement of the Company's accounts. This has significantly impacted the Company's cash position." CFO suspended (by his balls?). Shares suspended.
Sosandar (SOS) H1 trading and placing: rev up 407%, gross margin 55% (46%). New customers up 362%, ahead of management's expectations. Momentum has continued into the important Autumn/Winter period. Only negative is return levels up. Blames "higher than anticipated levels of customer acquisition, as new customers find their correct fit; and a particularly high demand for dresses during the Spring/Summer period.". £3m placing at 32p, a 12% discount. Retail holders yet again outside the tent being pissed on by instos it seems.
Sanderson Group (SND) guides FY slightly ahead of market expectations. Rev up 48%. LFL rev up 5%.


Notes (do not rely on the data)
CAKE: Price=429.5. Cap=446m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Patisserie Holdings operates cafes and casual diners across the UK. It offers hot and cold drinks cakes, pastries, snacks and other food items at its outlets.
SOS: Price=36.75. Cap=31m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Sosandar is an online women's wear brand specifically targeted at a generation of women who have graduated from younger online and high street brands, and are looking for affordable clothing with a premium, trend-led aesthetic.
SND: Price=83. Cap=42m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Sanderson Group is a provider of software solutions and IT services, to the multi-channel retail and manufacturing 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

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Re: MrC's Smallcap Sweeps for Oct 2018

#172928

Postby MrContrarian » October 11th, 2018, 7:35 am

Smallcap Sweep. 11-Oct-18
A dull day for smallcap news.

Johnston Press (JPR) hoists For Sale sign as part of "exploring all options available to it in relation to its £220m debt". Since it started 'exploring options' 7 months ago I guess they have had a good look at all corners of their cage by now. Cap only £3.4m.
Local Shopping REIT (LSR) sells properties for £5.8m, a 1% premium to NAV before costs. Guides net realisable value of assets & cash, post operating costs, wind-up costs etc, of 33.0 and 34.5p/sh. SP around 30p.
Modern Water (MWG) open offer (how old fashioned!) at 9p, a 4% disc.


Notes (do not rely on the data)
JPR: Price=3. Cap=3m. 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.
LSR: Price=29.6. Cap=25m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Local Shopping REIT (The) is a real estate investment trust. It owns a diversified portfolio comprising local shopping assets in urban and suburban centres throughout the United Kingdom.
MWG: Price=8.95. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Modern Water owns, develops and supplies technologies, products and services related to the provision of fresh water and treatment and disposal of waste water.

* 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: MrC's Smallcap Sweeps for Oct 2018

#173195

Postby MrContrarian » October 12th, 2018, 7:36 am

Smallcap Sweep. 12-Oct-18
Middle East Symphony dissonance.

Symphony Environment (SYM) warns FY rev only 6% up, broadly in line with market expectations. Guides FY earnings (pretax?) only £0.1m. F/C £0.5m. Blames timing of orders placed by distributors in the Middle East for d2w oxo-biodegradable plastic. It expects (hopes?) "an improvement in government enforcement actions and this, combined with an increase in the direct sales force of our Middle East distributors, is expected to generate a substantial increase in sales volumes."
Carclo (CAR) guides FY in line with board's expectations despite H1 underperformance at Technical Plastics. H2 willbe great due to "the full effect of the new programmes, expected customer timings on projects and the anticipated improvement in margins at Wipac in addition to cost saving initiatives, ramp up in production volumes and expected higher design and tooling profits in Technical Plastics." Lots of fingers crossed there.
Veltyco Group (VLTY) CEO leaves after only 6 months. She is thanked!


Notes (do not rely on the data)
SYM: Price=9.55. Cap=13m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Symphony Environmental Technologies develops and markets environmental plastic products. The company also supplies other flexible polythene and related conventional products. Its products include d2w, d2Detector, d2p, and d2t.
CAR: Price=86. Cap=63m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Carclo is a technology light-emitting diode (LED) plastics group which is engaged in four segments; Technical Plastics, LED Technologies, Aerospace and Conductive Inkjet Technology. The company is also a supplier of control cables in Europe.
VLTY: Price=34.98. Cap=22m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Veltyco Group is a marketing firm engaged in the gaming, binary options, and lottery business. It enters into marketing agreements with platform operators mainly from British Virgin Islands and the Isle of Man.

* 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: MrC's Smallcap Sweeps for Oct 2018

#173781

Postby MrContrarian » October 15th, 2018, 7:39 am

Smallcap Sweep. 15-Oct-18
SHOE not dragging its feet.

Active Energy Group (AEG) US JV "to advance the commercial development of CoalSwitch fuel into operational power plants, develop organic waste fertilizer products and utilise the Company's existing CoalSwitchand PeatSwitch™ technologies for complementary sales of biomass..."This agreement will shorten the time scales for large scale commercialisation of our CoalSwitch and PeatSwitch products."
IDE Group Holdings (IDE) MBO of subsidiary 365 ITMS for £3m. 365 had rev of £10.4m and adjusted EBITDA of £0.4m.
System1 Group (SYS1) H1 trading. Gross profit miss, will be 5% down. Underlying Pre-tax, pre-Ad Ratings product investment (£1.7m) and share based payments expected to be around £1.9m up 73%. Further material investment will take place during H2. Net funds £3.6m (£5.8m at end-March 2018).
Shoe Zone (SHOE) guides FY rev up 2%, pretax over £11m, ahead of market expectations .Net cash £15.7m. Expect £4m special div but not till March 2019, a tardy 6 months after FY end!
Mincon Group (MCON) hydraulic DTH hammer system ("Greenhammer") test failure on final component attachment. The testing team will design a more robust thread. Not a major issue but may cause a delay of some weeks.
Velosys (VLS) tries to reassure on recent SP fall. Has 'cash resources' over £10m.


Notes (do not rely on the data)
AEG: Price=1.8. Cap=16m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Active Energy Group is a supplier of an industrial wood chip for MDF (Medium-Density Fibreboard) manufacturing and second-generation Biomass for Energy fuel solutions and systems, and global forestry and natural resources development services.
IDE: Price=2.7. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
IDE Group Holdings is a provider of specialist IT solutions and managed services. Its service offerings include cloud and hosting, network and connectivity, collaboration, cyber security, managed services, and IT asset management.
SYS1: Price=200. Cap=24m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
System1 Group provides online market research services. Its flagship services include System1 Ad Testing and Brand Tracking. It operates in the US, United Kingdom, Continental Europe, Asia, Brazil and Australia.
SHOE: Price=164.5. Cap=81m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Shoe Zone is a UK based company operates as a footwear retailer. It offers low cost footwear with high quality in wide range and variety for all ages.
MCON: Price=122.39. Cap=273m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Mincon Group is an engineering company. It is engaged in the designing, manufacturing, selling and servicing of rock drilling tools and associated products. The company also provides after sales support and service to customers.
VLS: Price=3.8. Cap=15m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Velocys is engaged in design, development, marketing, and sale of technology for the production of synthetic fuels and specialty 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


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