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MrC's Smallcap Sweeps for Mar 2019

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MrContrarian
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MrC's Smallcap Sweeps for Mar 2019

#204702

Postby MrContrarian » March 1st, 2019, 7:32 am

Smallcap Sweep. 01-Mar-19
Revolution gives holders fresh hangover

Revolution Bars (RBG) H1 poor. Rev up 6% but LFL -4%. Adj EPS 4.2 (9.4). Div passed. Recent trading worse. LFL --7.3% in 8 weeks to Feb 23. Blames lack of investment in Revolution. Guides FY adj EBITDA £11m - £12m. WIll prioritise refurbishment over new openings. "We expect trading to improve as we come up against softer comparatives for the rest of the financial year."


Notes (do not rely on the data)
RBG: Price=80. Cap=40m. 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 Mar 2019

#205299

Postby MrContrarian » March 4th, 2019, 7:30 am

Smallcap Sweep. 04-Mar-19
Tandem continues to go in cycles

Tandem Group (TND) H2 rev up 6% after dreaful H1 so FY rev down only 12% and pretax marginally down. 2019 started very strongly.
FFI Holdings (FFI) warns of poor H2 with delays hitting EBIT by $6m. Guides FY U/L EBIT $7.5-$11.5m.
Avingtrans (AVG) wins £10m of steam turbines business for 2020 delivery. Option for similar.
Maintel (MAI) CFO will leave after long handover. He is thanked.


Notes (do not rely on the data)
TND: Price=110.1. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tandem Group is a designer, developer, distributor and retailer of sports, leisure and mobility products. The company’s products include bicycles and accessories, fishing, football training, garden and camping, and Homewares and household appliances.
FFI: Price=22.1. Cap=36m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
FFI Holdings provides provision of completion contracts to the entertainment industry for films, television, mini-series and streaming product.
AVG: Price=212.55. Cap=67m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Avingtrans is engaged in providing engineered components, products, systems and services to the energy, medical and traffic management industries internationally.
MAI: Price=515. Cap=75m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Maintel Holdings delivers voice and data platforms and services. The Company invests in new products and services areas to support its customer's objectives, communicating and collaborating, instinctively, effortlessly and progressively.

* 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 Mar 2019

#205576

Postby MrContrarian » March 5th, 2019, 7:30 am

Smallcap Sweep. 05-Mar-19
WHI wails woeful warning

Bilby (BILB) guides FY EBITDA only £2-3m before non-underlying restructuring costs and losses associated with the termination of the contract for MoD properties. Blames delays to a major gas installation contract.
W.H. Ireland Group (WHI) placing and warning. £5m placing at 45p (30% discount) to boost regulatory capital. Guides H2 op losses substantially higher than H1. Also exceptional costs, some of which are the result of the ongoing transformation strategy. SP year ago 145.
BATM Advanced Communications (BVC) wins first international customer for agri-waste treatment solution. Worth $1.5m and is expected to be delivered in 2019.


Notes (do not rely on the data)
BILB: Price=66. Cap=27m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Bilby is a holding company. The Company through its subsidiary provides gas heating appliance installation and maintenance services to residential and commercial properties.
WHI: Price=64.5. Cap=21m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
W H Ireland Group is a financial service provider in the United Kingdom. Its primary business is wealth management, which is inclusive of wealth management and independent advisory services and corporate broking solutions.
BVC: Price=46.6. Cap=188m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
BATM Advanced Communications is an Israel-based technology company. The principal activities include research and development, production and distribution of biomedical products as well as data and networking and cyber 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
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Re: MrC's Smallcap Sweeps for Mar 2019

#205801

Postby MrContrarian » March 6th, 2019, 7:34 am

Smallcap Sweep. 06-Mar-19
Smallcap small beer.

Cambria Automobiles (CAMB) first 5 months 'trading performance' up and LFL up. New car sales down 10%. Used car sales down 11% but margin up. Aftersales up 6.7%. They call private car buyers 'guests'. If I visit do I get to sleep overnight in a Bentley?
BATM Advanced Communications (BVC) FY EPC 9c (6c). Guides 2019 revenue and EBITDA growth ahead of market expectations.
ThinkSmart Limited (TSL) return of capital and dividend totalling 7.544c (Australian) = 4.04p.


Notes (do not rely on the data)
CAMB: Price=64. Cap=64m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Cambria Automobiles is an automobile retailer. It offers volume, premium and luxury brands through its franchised dealerships like Aston Martin, Honda, Jaguar, Ford.
BVC: Price=46.5. Cap=188m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
BATM Advanced Communications is an Israel-based technology company. The principal activities include research and development, production and distribution of biomedical products as well as data and networking and cyber products.
TSL: Price=12.97. Cap=14m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ThinkSmart is a financial technology company. It is a provider of lease and rental financing services and products in the United Kingdom.The firm markets and sells its products under brand names such as Upgrade Anytime, Smart Plan etc.

* 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 Mar 2019

#206055

Postby SwissPaul » March 6th, 2019, 7:50 pm

And one from my stable today:
Breedon Group plc
('Breedon' or 'the Group')
Annual Results 2018
Breedon, a leading construction materials group in Great Britain and Ireland, announces its audited annual results for the year ended 31 December 2018.
2018 2017 Change

Revenue £862.7 million £652.4 million +32%

Underlying EBIT† £103.5 million £80.4 million +29%

Profit before taxation £79.9 million £71.2 million +12%

Underlying basic EPS† 4.70 pence 4.14 pence +14%

Net debt £310.7 million £109.8 million
† Underlying results are stated before acquisition-related expenses, redundancy and reorganisation costs, property items, amortisation of acquisition intangibles and related tax items. References to an underlying profit measure throughout this announcement are defined on this basis.

19.4 million tonnes of aggregates sold (2017: 16.0 million tonnes)

2.8 million tonnes of asphalt sold (2017: 1.9 million tonnes)

3.2 million cubic metres of ready-mixed concrete sold (2017: 3.3 million cubic metres)

2.0 million tonnes of cement sold*

Highlights

· Strong performance delivered in the face of difficult trading conditions

· Improved revenue and earnings, underpinned by contributions from recent acquisitions

· Strong cash flow resulting in closing Leverage of 2.0

· Transformative acquisition of Lagan, taking us into new markets with significant growth potential

· Asset swap with Tarmac streamlined our concrete network, strengthened our asset base and improved the quality of our earnings

· A further £50 million invested in operational improvements, increased capacity and extensions to reserves

· New operating segments reflect change in the Group's structure following the acquisition of Lagan

· Confident of making further progress in the current year

I hold

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Re: MrC's Smallcap Sweeps for Mar 2019

#206057

Postby PinkDalek » March 6th, 2019, 8:12 pm

SwissPaul wrote:And one from my stable today:
Breedon Group plc ...


I wonder how MrContrarian defines Smallcap.

The RNS and market cap may be found here:

https://www.londonstockexchange.com/exc ... ml?lang=en

MrContrarian
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Re: MrC's Smallcap Sweeps for Mar 2019

#206102

Postby MrContrarian » March 7th, 2019, 7:42 am

Smallcap Sweep. 07-Mar-19
Quiz biz loses fizz

Quiz (QUIZ) Warns on FY. Cuts rev guidance to £129m (previously £133m) and down 2% YoY despite price cuts. EBITDA (excl. HoF write off) £4.5m (previously £8.2m). Store sales down 11%. Will review business.
United Carpets Group (UCG) gloom and doom. Cuts FY pretax guidance to £550k to £650k (from ?).
ARGO Group (ARGO) £2.5m tender offer.
IndigoVision Group (IND) FY rev up 9% but stll losing money. EPS 4.1c cents (34.9c). Div 0. "Despite this substantial improvement, there remains much work still to be done to return the Group to an acceptable level of profitability." Or any profitability.
Cambridge Cognition (COG) £2.5m placing at 72p, 13% discount to accelerate growth, strengthen the balance sheet for discussions with corporate partners and pay for the new COO,.
Obtala (OBT) £2m placing at 6.25p, a slim 4% discount. Needed to "combine our rapid pace of revenue growth with production efficiencies and enhanced marginal returns" and not because net debt has inc to £20.2m I'm sure.
Wincanton (WIN) wins contract to launch and operate a new Co-op regional distribution centre.


Notes (do not rely on the data)
QUIZ: Price=31.5. Cap=39m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
QUIZ is an omni-channel fast fashion womens wear brand. It focus on occasion wear and dressy casual wear offering clothes, footwear and accessories. Its segments include Occasion wear, Dressy casual, and Footwear.
UCG: Price=5. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
United Carpets Group is a carpet and bed retailer in the UK. The company sells floor covering such as carpet, laminate and vinyl floorings. It also provides franchising and property leasing services to its customers.
ARGO: Price=15. Cap=7m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Argo Group is an investment management company. Its investment objective is to provide investors with absolute returns in the funds managed by investing in fixed income and local currencies.
IND: Price=125. Cap=9m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
IndigoVision Group along with its subsidiaries designs and manufactures video security systems for large scale and complex security installations.
COG: Price=80. Cap=17m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Cambridge Cognition Holdings is a neuroscience digital health company specialising in the precise measurement of clinical outcomes in neurological disorders.
OBT: Price=6.5. Cap=27m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Obtala Ltd, formerly Obtala Resources Ltd, is engaged in the development of agricultural, food processing and timber projects, mineral resource licenses, projects and investment in other natural resources exploration and development and retail.
WIN: Price=236. Cap=294m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Wincanton provides supply chain and logistics solutions and services. Its segments are Retail & Consumer and Industrial & Transport.

* 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 Mar 2019

#206371

Postby MrContrarian » March 8th, 2019, 7:30 am

Smallcap Sweep. 08-Mar-19
Auditor blows whistle on Goals.

Goals Soccer Centres (GOAL) FY results will be materially below expectations and publication delayed due to discovery of accounting errors. Reviewing some accounting practices and policies. Breached covenant on 31 Dec. Recent LFL positive.
Big Sofa Technologies (BST) FY rev up 29% but still a big loss of £3.4m (£3.9m). Cost cutting. Going concern stmt - will need funds or cut costs more if sales targets missed.
Non Standard Finance (NSF) FY U/L results ahead of consensus forecasts. Rev up 39% to £166.5m, normalised EPS up 8% to 3.7p. F/C rev £162m, EPS 3.93p. NSF must have an easier EPS F/C no to beat than Stockopedia.


Notes (do not rely on the data)
GOAL: Price=56. Cap=42m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Goals Soccer Centres is engaged in the operation of outdoor soccer centres across the United Kingdom.
BST: Price=4.32. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Big Sofa Technologies is a business to business technology company that provides video analytics serving both brand owners and market research agencies.
NSF: Price=59.94. Cap=187m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Non-Standard Finance is a credit service provider. Its services include unsecured loans, home credit and other credit facilities throughout 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.

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

@MrContrarian

MrContrarian
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Re: MrC's Smallcap Sweeps for Mar 2019

#206915

Postby MrContrarian » March 11th, 2019, 7:42 am

Smallcap Sweep. 11-Mar-19
ME & Asia screws Driver

Charter Court Financial Services (CCFS) in advanced merger discussions with OneSavings Bank with 0.8253 new OSB shares for each Charter Court share. Charter Court shareholders would hold ~45% of the combined group.
Northern Bear (NTBR) first 10 months of FY ahead of mgmt expectations. Guides op profit broadly flat YoY. No forecasts. Says previous year was 'outstanding'. I hoped very mild winter would have boosted H2 YoY but no.
Quarto (QRT) mixed language in FY results. Rev down 2%, adj EPS 23.0c (17.8c). Has cut no of imprints and cut overheads, expects the ongoing soft market conditions to continue. CEO is "very passionate about returning the Group to full health". But is he 110% passionate?
IDE Group (IDE) H2 trading performance improved after previously announced cost cuts. Has settled outsourced service dispute, saving c.£3m over 3 years. Group now expects significantly adj EBITDA loss compared to H1.
Driver Group (DRV) Guides U/L FY pretax ~£3.5m which is below previous year. Blames weak Middle East and south-east Asian markets.


Notes (do not rely on the data)
CCFS: Price=306.4. Cap=733m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Charter Court Financial Services Group is a specialist mortgage bank in the UK. Its purpose is to meet its customer demand for specialist mortgages, attractive savings products, exceptional value and great service.
NTBR: Price=73.7. Cap=14m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Northern Bear engages in providing specialist building services in Northern England. The company operates its business in three segments; Roofing, Materials Handling and Building services.
QRT: Price=54.75. Cap=11m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Quarto Group (The) Inc is a book publisher. It caters to all sections of readers with its inspirational, educational, creative and entertainment based titles.
IDE: Price=1.3. Cap=5m. 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.
DRV: Price=69.2. Cap=36m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Driver Group provides commercial and dispute resolution services to the construction industry. The Company also provides various services that includes witness support services, project management and consultancy services among others.

* 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 Mar 2019

#207125

Postby MrContrarian » March 12th, 2019, 8:07 am

Smallcap Sweep. 12-Mar-19
Sleep without Dreams

Concepta (CPT) to supply myLotus Walgreens Boots Alliance for women's fertility and hormone testing. Preparing EU market roll-out plans. No numbers.
French Connection (FCCN) FY small pretax profit at last, £0.1m (£2.1m). Rev flat, LFL down 6.8%. Net cash only £16.2m (£9.5m) despite selling 75% of Toast of £11.7m. Still in talks to sell group after 5 months. Expects strategic review (including the formal sale process) to conclude in H1 2019. Marks optimistic as ever: "I believe we are in a very good place and will make further significant progress."
Staffline Group (STAF) resumes trading after 6 weeks of worry for holders. "The independent legal investigation has delivered its key findings which has assisted the Board in assessing and defining the impact on the Group's profitability and existing forecasts." Looks minor. Exzceptionals inc by £3.5m over £20m announced in Jan. Expects FY in line with expectations and maintains its expectations for the current financial year.
Eve Sleep (EVE) FY rev up 25% but loss up 1% to £20.3m, 58% of rev. Ends Dreams 'partnership', impact not material. But in Nov it guided rev at or above expectations "helped by the early success of the Dreams partnership". CFO resigns but stay on until the summer. "The opportunity to create a sleep wellness brand remains undiminished." A great sounding PR-bollox soundbite.
Mercantile Ports & Logistics (MPL) the port is inaugurated and first (small) revenue but guess what, still awaiting customs approval.
Water Intelligence (WATR) FY rev up 44% and adj pretax $2.5m ahead of market expectations of $2.2m.


Notes (do not rely on the data)
CPT: Price=3.7. Cap=7m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Concepta is engaged in health diagnostics for women's fertility and specifically unexplained infertility. Concepta's portfolio of products includes MyLotus Meter, Ovulation Test, Pregnancy Test and Fertility App.
FCCN: Price=42.4. 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.
STAF: Price=670. Cap=187m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Staffline Group PLC, together with its subsidiaries, provides recruitment and outsourced human resource service.
EVE: Price=8.4. Cap=22m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
eve Sleep is an e-commerce focused, direct to consumer European sleep brand which designs and sells eve branded mattresses and other sleep products, including pillows, sheets and duvets.
MPL: Price=2.6. Cap=50m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Mercantile Ports and Logistics develops, owns and operates port and logistics facilities in India. The Company's project is at Karanja Creek in the Raigad district of Maharashtra.
WATR: Price=312. Cap=43m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Water Intelligence is a provider leak detection and remediation services. The Group intends to be a "one-stop" shop for solutions (including products) for residential, commercial and municipal 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
http://www.investegate.co.uk/index.aspx?limit=-1

@MrContrarian

MrContrarian
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Re: MrC's Smallcap Sweeps for Mar 2019

#207326

Postby MrContrarian » March 13th, 2019, 7:31 am

Smallcap Sweep. 13-Mar-19
Manx banks 215p for holders.

Manx Telecom (MANX) recommended offer 215p (inc. dividend), a 15% premium.
Staffline (STAF) £35m contract wins over 27 months.
Franchise Brands (FRAN) FY rev up 43% to £35.5m, adj EPS up 21% to 3p, "ahead of expectations". Stockopedia F/C is rev £36m and EPS 2.94p, so in line with that.


Notes (do not rely on the data)
MANX: Price=185. Cap=213m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Manx Telecom is a communication solutions provider that offers fixed-line, broadband, mobile and data center services to businesses, consumers and the public sector.
STAF: Price=860. Cap=240m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Staffline Group PLC, together with its subsidiaries, provides recruitment and outsourced human resource service.
FRAN: Price=68.4. Cap=53m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Franchise Brands is an international multi-brand franchiser. Its brands include ChipsAway, Ovenclean and MyHome. The Company's services include Marketing, Franchise Support, and Franchise Recruitment.

* 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 Mar 2019

#207573

Postby MrContrarian » March 14th, 2019, 7:34 am

Smallcap Sweep. 14-Mar-19


Debenhams (DEB) doesn't tell Mashley to stick it for once. It will consider his rival offer of a £150m, unsecured 12 month loan. He is a man obsessed.
DFS (DFS) H1 rev up 29%, 10% pro-forma adjusted to include the acquisition of Sofology. EPS 5.2p (2.3p). Underlying pro-forma EPS up 90.0% to 5.7p. H2 order intake down though. Nevertheless FY profit expectations unchanged.


Notes (do not rely on the data)
DEB: Price=3.21. Cap=39m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Debenhams through its subsidiaries is engaged in the sale of fashion clothing and accessories, beauty and gifting products and products for use in the home.
DFS: Price=235.5. Cap=500m. 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.

* 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 Mar 2019

#207784

Postby MrContrarian » March 15th, 2019, 7:27 am

Smallcap Sweep. 15-Mar-19
Will Zinc ever be in the pink?

Zinc Media Group (ZIN) H1 rev up 1%. EPS -0.05 (0.01). Blames delay to start of some major series. Guides FY adj EBITDA profit so I presume another pretax loss.


Notes (do not rely on the data)
ZIN: Price=0.36. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Zinc Media Group is a multimedia producer of TV programming with publishing and communications content. The company operates in three segments namely TV, Publishing and Communicate.

* 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: 612
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Re: MrC's Smallcap Sweeps for Mar 2019

#208326

Postby MrContrarian » March 18th, 2019, 7:27 am

Smallcap Sweep. 18-Mar-19
FOOT holders head over heels

Footasylum (FOOT) JD Sports rec offer of 82.5p, a surprising 77% premium and 185% above JD's first acquisition of Footasylum shares.
Celtic (CCP) will exceed FY market expectations.
Spectra Systems (SPSY) guides FY above market expectations.due to a G7 central bank research contract which will commence in Q2.


Notes (do not rely on the data)
FOOT: Price=46.5. Cap=49m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Footasylum is a retailer of sports and fashion footwear and clothing. It operates a multi-channel model which combines a 61 stores in a variety of high street, mall and retail park locations in cities and towns throughout Great Britain.
CCP: Price=167. Cap=154m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Celtic is engaged in operation of a professional football club, with related and ancillary activities.
SPSY: Price=120. Cap=53m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Spectra Systems Corp invents, develops and sells integrated optical systems that provide customers with increased efficiency, security tracking and product life. The integrated systems combine consumables and engineered optical materials.

* 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: MrC's Smallcap Sweeps for Mar 2019

#208545

Postby MrContrarian » March 19th, 2019, 7:45 am

Smallcap Sweep. 19-Mar-19
BON dons hair shirt again, size M.

Cambridge Cognition (COG) wins £1.3m order over 3 years.
Taptica (TAP) FY rev $277m, a big miss on Stockopedia's $302m but adj EPS 52.36c ahead of F/C of 48c. However TAP says earnings in line with management expectations. Outlook: as Feb trading stmt.
Bonmarche (BON) warns again. March weak, guides FY pretax -£5m to -£6.0m (was 0 to -£4m).
NAHL Group (NAH) FY pretax £9.8m, marginally short of the Board's expectations. Underlying EPS 18.2p (25p) but slashes FY div to 8.9p (15.9p). "Trading in the early part of the new year has improved, albeit our markets remain competitive."
APC Technology Group (APC) FD scarpers 'to pursue other challenges'. He is thanked.
Pelatro (PTRO) wins 5 year order from exisiting customer. Worth $500k in year 1.
Mulberry Group (MUL) FD leaves end June. He is thanked


Notes (do not rely on the data)
COG: Price=73. Cap=18m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Cambridge Cognition Holdings is a neuroscience digital health company specialising in the precise measurement of clinical outcomes in neurological disorders.
TAP: Price=173. Cap=119m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Taptica International provides marketing services and offers end-to-end mobile advertising platform that helps the top brands reach their valuable users with the widest range of traffic sources available today, including social.
BON: Price=37. Cap=19m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Bonmarche Holdings is a women's fashion retailer. It sells stylish, premium quality clothing and accessories in a wide range of sizes to mature women via its own stores, website, mail order catalogues and through the Ideal World TV shopping channel.
NAH: Price=90.67. Cap=41m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
NAHL Group is a consumer marketing company. The company operates in UK personal injury market, advertising through its core brand - National Accident Helpline.
APC: Price=6.51. Cap=12m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
APC Technology Group is engaged in providing designs, specifications and distribution electronic components and systems, lighting technologies and connectivity products to the aerospace, industrial, real estate, logistics and healthcare sectors.
PTRO: Price=87. Cap=28m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Pelatro provides precision marketing software for use by its customers in Business to Consumer applications, with a current focus on providing multi channel campaign management software to telecommunications companies.
MUL: Price=309. Cap=183m. 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: MrC's Smallcap Sweeps for Mar 2019

#208770

Postby MrContrarian » March 20th, 2019, 7:40 am

Smallcap Sweep. 20-Mar-19
Chambers' potty crypo prediction.

Surface Transforms (SCE) £1.9m placing at 15.5p, a nil discount.
ADVFN (AFN) H1 slumps to 0.84p loss (+0.09p) so naturally there's a load of guff from Clem Chambers about crypo exchanges first. "In our opinion cryptocurrencies will, in a few years, be the preferred investment market for the generation called 'the millennials.'" Blames loss on Spreadbet regulation hitting advertising.
Tasty (TAST) FY rev down 6%, EPS -19.42p (-13.84p). Expects no significant improvement to the market in 2019. Going concern stmt.
Frontier Smart Technology (FST) FY rev down 21%, preax -$3m (-$2.5m). Blames weak Smart IoT, Expects improvement in trading EBITDA (what that?) for FY 2019.
Everyman Media (EMAN) FD leaves in June. He is thanked.
Cloudbuy (CBUY) FY rev down 26%. Pretax -£2.2m (-£2.6m). Draws £500k from existing facility with Roberto Sella because it failed to win a hoped for order. Potential further drawdown of £250k if the current 'likely opportunity' does not materialise. Going concern stmt.


Notes (do not rely on the data)
SCE: Price=15.05. Cap=19m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Surface Transforms develops and manufactures carbon ceramic products mainly for the brakes market. The firm engages in developing new products and application of carbon fiber reinforced ceramic materials.
AFN: Price=33. Cap=9m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ADVFN is engaged in the development and provision of financial information through the internet, research services and the development and exploitation of ancillary Internet sites.
TAST: Price=8.03. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tasty is engaged in the operation of restaurants under the brands DimTs, Wildwoods and Wildwood Kitchens across the UK.
FST: Price=33.75. Cap=14m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Frontier Smart Technologies Group is a UK technology company focused on digital radio and smart audio solutions. The company provides chips, modules and software for consumer audio devices.
EMAN: Price=202.65. Cap=144m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Everyman Media Group plc is an independent cinema group in terms of cinema venues, screens and admissions in UK under the brand name Everyman
CBUY: Price=2.82. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
CloudBuy provides an integrated software platform for eProcurement and eCommerce the trading of goods and services between purchasers such as public sector bodies and their suppliers, along with the analysis and coding of spend and product data.

* 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: MrC's Smallcap Sweeps for Mar 2019

#209008

Postby MrContrarian » March 21st, 2019, 7:40 am

Smallcap Sweep. 21-Mar-19
No bouquet for Wynnstay

Wynnstay Group (WYN) guides FY substantially below current market expectations after weak H1. Blames warm winer and low farmgate prices.
Chemring Group (CHG) AGM: expects FY in line but a more significant H2 weighting.
PV Crystalox Solar (PVCS) FY results. Will return £38.5 = 24p/sh. Net cash €54m = £46.7m "Any further possible cash return will be strongly dependent on developments in the German business and the decisions taken on the Group's listing."
Game Digital (GMD) H1 good with adj EPS yp 53% to 9.8p. No div. Outlook not super clear: "We believe there will be ongoing economic uncertainty and market headwinds which are expected to affect the performance of the Group in the near term, however we remain confident in the longer term growth prospects of the Group."
Loopup Group (LOOP) FY reb up 96%, adj EPS up 111%, 'well ahead of market expectations'.


Notes (do not rely on the data)
WYN: Price=415. Cap=84m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Wynnstay Group plc produces and supplies agricultural products. Its offers animal feeds, seeds and agricultural equipment to the farming community in the United Kingdom.
CHG: Price=155. Cap=434m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Chemring Group is a defence technology company. The company is engaged in the development and manufacture of Countermeasures, Sensors & Electronics, and Energetic Systems for the aerospace, defence and security markets.
PVCS: Price=24.25. Cap=40m. 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.
GMD: Price=26.72. Cap=46m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.
LOOP: Price=367.5. Cap=203m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
LoopUp Group is a software-as-a-service provider of remote meetings. Its products LoopUp helips in conferencing solution for remote enterprise meetings.

* 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: MrC's Smallcap Sweeps for Mar 2019

#209284

Postby MrContrarian » March 22nd, 2019, 7:34 am

Smallcap Sweep. 22-Mar-19
Friday sees Robinson crew so confident

Robinson (RBN) FY rev up 10% to £32.8m vs F/C £32.2m. EPS 4.2p vs adj F/C 4.8p (comparable?). Outlook: "we feel the business is in a much stronger position to face the challenges in front of us and we expect to achieve double-digit sales growth again in 2019. We also expect a marked step-up in profitability, ahead of market expectations, arising from our "Strategy into Action" program."


Notes (do not rely on the data)
RBN: Price=69.9. Cap=12m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Robinson is a molded plastic and paperboard packaging products manufacturing company based in the UK. The company provides packaging products for food and beverage, cosmetics and toiletries, and household products and other industries.

* 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: MrC's Smallcap Sweeps for Mar 2019

#209970

Postby MrContrarian » March 25th, 2019, 7:43 am

Smallcap Sweep. 25-Mar-19
Naked future for Majestic. The emperor's new clothes?

Majestic Wine (WINE) plans to focus on Naked Wines at the expense of Majestic. Will spend £6m PA more on Naked customer acquisition. Will be restructuring charges, largely offset by inflows from asset sales. Promises "a Naked face-to-face new customer recruitment channel." I suggest the slogan "Have you got the bottle?". Dividend at risk. Guides this FY in line.
Group (IFP) recommended offer of 193p, a 46% premium.
Litigation Capital Management (LIT) global cooperation agreement with a leading international law firm. Sounds like Clyde & Co.
Bonhill Group (BONH) £10m placing at 84p, an 8% discount, to fund a acquisition.
Leeds Group (LDSG) guides FY pretax below the Board's expectations.


Notes (do not rely on the data)
WINE: Price=271. Cap=195m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Majestic Wine is engaged in the retailing of wines, beers, and spirits. The Company offers wine gifts; mixed cases; champagne; dessert, fortified and fine wines.
IFP: Price=133.5. Cap=NA. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
IFG Group provides financial services including full platform services, pension administration, and independent financial advice. The company has platform and wealth management business segments.
LIT: Price=87.75. Cap=100m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
BONH: Price=90.67. Cap=31m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
LDSG: Price=22. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Leeds Group is a textile processing company. The company engages in fabric printing and yarn dyeing and is organized under two segments: Hemmers Europe and Hemmers China.

* 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: MrC's Smallcap Sweeps for Mar 2019

#210295

Postby MrContrarian » March 26th, 2019, 7:51 am

Smallcap Sweep. 26-Mar-19
MySale in tatters

Coral Products (CRU) guides FY materially below both mgmt and mkt expectations.
Debenhams (DEB) responds to SPD's statement last night re considering a cash offer. DEB point out that it needs an immediate solution to its debt problem and that the debt becomes repayable on change of control.
Michelmersh Brick Holdings (MBH) Acquisition boosted FY rev up 22% to £46.3m vs F/C £45.7m. EPS up 118% to 5.8p vd F/C adj 4.6p. It "will continue to work down debt". EH? Net debt has risen for 3 years in a row!
DP Poland (DPP) FY in line with prev trading stmt. Current trading tough as expected against TV ad boosted comparatives but no numbers. Will take orders via Poland's equivalent of Just Eat - will be a huge margin cut for those sales. "We have launched an innovative marketing campaign for 2019 featuring bespoke video and image content." Bespoke? Like every other marketing campaign apart from Bob's local cobbler and Ken's Kwality Kebaps? Bargepole with extra cheese.


Notes (do not rely on the data)
CRU: Price=12.4. Cap=10m. 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.
DEB: Price=1.55. Cap=19m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Debenhams through its subsidiaries is engaged in the sale of fashion clothing and accessories, beauty and gifting products and products for use in the home.
MBH: Price=88.99. Cap=82m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Michelmersh Brick Holdings is engaged in the management and administration of its subsidiary companies. The main activity of the subsidiary companies is to manufacture bricks, with one subsidiary operating a landfill site.
DPP: Price=8.26. Cap=21m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
DP Poland through its subsidiary is engaged in the development and operation of Domino pizza master franchise in Poland.

* 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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