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MrC's Smallcap Sweeps for Sep 2021

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MrContrarian
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MrC's Smallcap Sweeps for Sep 2021

#439933

Postby MrContrarian » September 6th, 2021, 7:41 am

Copied 1-3 Sept here, forgot to create a new thread at the time:

Smallcap Sweep. 01-Sep-21
Repointing the wall of news

Diurnal (DNL) launch of Efmody (hydrocortisone modified-release hard capsules) in Germany and Austria, "a significant milestone through the commercialisation of our second product". [SP=56.8 Cap=96m]
MyHealthChecked (MHC) gets Medical laboratory accreditation for COVID testing. [SP=3.8 Cap=29m]
Velocys (VLS) grant of up to £2.4m awarded for Altalto project, a collaboration with British Airways for converting residual waste into sustainable fuels. [SP=5.19 Cap=55m]
Quadrise Fuels International (QFI) good test results of bioMSAR on a medium speed 4-stroke Wärtsilä diesel engine. [SP=4.03 Cap=57m]
Symphony International (SIHL) June NAV $0.8254/sh (March: $0.7915) due to an increase in the valuation of unlisted investments, predominantly driven by Indo Trans Logistics Corporation [SP=0.4 Cap=210m]
Global Ports (GPH) Q1(June) rev down 31% due to very low cruise volume. Outlook " pick-up in cruises from mainland US ports is expected to occur in August and September...demand for cruising remains strong". [SP=124.5 Cap=78m]
KRM22 (KRM) H1(June) rev doen 8%. Outlook in line with market expectations. [SP=29.45 Cap=9m]
Arcontech Group (ARC) FY(June) rev up 1%, pretax broadly flat as expected. Outlook "strongest list of prospective new customers for a long time. However, due to the impact of Covid on net new sales in the 2020/21 financial year, this year's profit is expected to be flat or lower, as any pick up in revenue will not be fully reflected in our results until 2022/23." [SP=170.98 Cap=23m]
PPHE Hotel (PPH) majority owner subsidiary Arena Hospitality update on strong summer recovery in Croatia. [SP=1520 Cap=647m]

In line: ECK, SFR, CHH


Smallcap Sweep. 02-Sep-21
Squaring the circle of the Pentagon of news

Surface Transforms (SCE) $5m order over 5 years - included in expectations. New manufacturing strategy: will no longer build separate production cells in the new factory but approach the project as a plant-wide "single production line" project. Saves c. £10m on whole factory. Ups 2023 sales capacity from £35m PA. to £50m. [SP=65 Cap=127m]
InnovaDerma (IDP) now selling its two core brands, Skinny Tan and Charles + Lee directly to consumers via Amazon UK & US. Previously only 3rd party sales on Amazon. Also will 'work with' (pay surely?) Neon Management to ensure its products are promoted by influencers and celebrities. [SP=32 Cap=9m]
Headlam (HEAD) H1(june) rev only 1% down on 2019. Underlying operating margin in-line with 2019 at 5.3%. However July and Aug has below 2019, although not materially. "These two months typically have a higher level of commercial sector activity due to summer refurbishment of educational and other establishments, and the commercial sector has continued to be subdued albeit with regional variations." [SP=514 Cap=438m]
Supply @ME Capital (SYME) £7m 12 month loan facility at 10% (+warrants) to replace Subscription Agreement aka Death Spiral with Negma. CO will further explore a dual listing on NASDAQ. [SP=0.29 Cap=104m]
Tiziana Life Sciences (TILS) Precision BioSciences licences Anti-CD3 Antibody, Foralumab, to Evaluate as a Lymphodepletion Agent with its Allogeneic CAR T Portfolio. [SP=62 Cap=161m]
Redx Pharma (REDX) gets $3m milestone payment from Jazz Pharma due to initiation of IND-enabling studies of JZP815. [SP=59.25 Cap=163m]
Active Energy (AEG) University of New Brunswick analysis of CoalSwitch pellets produced at the Ashland facility says they have "superior qualities to white pellets as well as its suitability as a sustainable substitute for carbon emitting fuels." [SP=0.41 Cap=16m]
PAO Novatek (NVTK) signs a Memorandum of Cooperation on ammonia, hydrogen and carbon capture, utilization and storage with Japanese gov't. [SP=NA Cap=NA]
Mobile Streams (MOS) over 3,500 subscribers signed up in first month in Mexico, 250% above target. [SP=0.23 Cap=5m]
Carclo (CAR) trading was ahead of mgmt expectations for the first four months of FY22. Cash generation has also continued to be good. [SP=39.8 Cap=29m]
Mpac (MPAC) H1(June). Guides FY ahead of market expectations. [SP=600 Cap=121m]

In line: BIDS


Smallcap Sweep. 03-Sep-21
The landfill of smallcap scrap

Symphony Environmental (SYM) Canada approves d2p AM masterbatch for bread packaging [SP=26.2 Cap=46m]
Eurocell (ECEL) H1(June) rev up 23% on 2019, adj pretax up 37% on 2019. Guides FY beat. [SP=266 Cap=297m]


Smallcap Sweep. 06-Sep-21
Dribbling into the cup of opportunity

Spectra Systems (SPSY) H1(june). Guides FY in line. Wins first orders from a new customer for materials in K-cups for Keurig brewers. Expects over $500k PA. [SP=152.65 Cap=69m]
Checkit (CKT) CFO scarpers. She is thanked. [SP=56 Cap=35m]
Science Group (SAG) trading sounds in line. "Considering a new debt facility in order to increase capital efficiency and enable Science Group shareholders to benefit from an increase in leverage." Also may do a fundraise. [SP=430.2 Cap=177m]
Omega Diagnostics (ODX) submits to EU all of the information required for self-test use approval for VISITECT COVID test. [SP=53 Cap=97m]
Watkin Jones (WJG) positive sounding op update. Institutional demand across asset classes driving forward sales. [SP=239.5 Cap=614m]
Powerhouse Energy (PHE) speculation re "potential agreement between DMG licensee Hydrogen Utopia International (“HUI”) and Linde...Linde has finalised a technical feasibility evaluation to deploy the syngas clean-up and hydrogen extraction of DMG technology". May develop a plant in Poland. [SP=5.08 Cap=200m]

In line: TLY, PTRO
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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 Sep 2021

#440199

Postby MrContrarian » September 7th, 2021, 7:46 am

Smallcap Sweep. 07-Sep-21
Untangling the City's intestines

RA International (RAI) significant new JV contract from US Navy. "5 year contract for design and construction services supporting their base on the island of Diego Garcia in the Indian Ocean. The contract ceiling for this award is $249m and RA International and ECC will compete for individual task orders with four other awardees. " [SP=60 Cap=103m]
Blackbird (BIRD) a global broadcast company has licensed core video technology for 5 years. "This is the first OEM licensing deal of its kind for Blackbird and is worth an expected minimum of €2m." A thrilled CEO says ""We are thrilled." [SP=33.92 Cap=115m]
Ted Baker (TED) Q2 rev in line, significant improvement in full price mix. Trading margin up over 500 bps. "It is still early days in the recovery, but we are confident that Ted is starting to emerge from Covid a stronger and more resilient business." [SP=166.04 Cap=307m]
Gaming Realms (GMR) first Slingo game has now gone live in Pennsylvania with BetMGM. More games scheduled to follow shortly. Will apply for Ontario iGaming licence. "Ontario, Canada, has announced its intention to become a regulated iGaming market which is expected to be larger than any of the regulated U.S. States which currently allow iGaming." [SP=34.8 Cap=100m]
Renew (RNWH) guides FY adj op profit at least £50m (forecast £45.8m). "Activity levels are supported by long-term regulatory spend and the positive outlook for UK infrastructure." [SP=793 Cap=624m]
Parsley Box (MEAL) H1(June) rev up 26%. Pretax -£5.4m (-£1m). Op C/F -£4.6m. Net cash £6.2m. Outlook "Higher price point and new product range expected to deliver further growth in H2".Fundraise on horizon? [SP=119 Cap=50m]
Michelmersh Brick (MBH) guides FY profit modestly ahead of exp. H1(June) rev up 10%, EPS up 23% on 2019. "Alongside this positive outlook we remain watchful of some of the broader risks impacting our sector and the UK economy and we continue to see the potential for disruption to our labour and haulage availability and wider inflation risks. As a result, we expect our profit to weight moderately towards the first half." [SP=145.95 Cap=138m]

In line: MCB
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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 Sep 2021

#440507

Postby MrContrarian » September 8th, 2021, 7:40 am

Smallcap Sweep. 08-Sep-21
Eviscerating the cadever of copy

IXICO (IXI) contract to support trial worth over $500k. [SP=78.16 Cap=38m]
U and I (UAI) planning granyed for Morden Wharf, U+I and Morden College's £770m Gross Development Value project. [SP=81 Cap=102m]
Accesso Technology (ACSO) ups FY21 rev guidance tp at least $117m and 'cash EBITDA' (?) significantly ahead of market expectations. [SP=828 Cap=341m]
Ten Lifestyle (TENG) guides FY(Aug) net rev down 21% (in line) and adj EBITDA only marginally below previous year's £4.8m, despite significantly lower net rev. [SP=105.01 Cap=86m]
Avon Protection (AVON) US Army 2 year contract worth up to $87.6m. [SP=1793.71 Cap=556m]
Somero (SOM) strong H1. Div 9c up 125%. Guides FY(Dec) rev $120m and adj EBITDA c.$42m. [SP=475 Cap=266m]

In line: HFD
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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 Sep 2021

#440851

Postby MrContrarian » September 9th, 2021, 7:40 am

Smallcap Sweep. 09-Sep-21
Centrifuging the City

Science Group (SAG) blasts TP Group's AGM circular "The TP Group Board should cease the scaremongering and accept their responsibility for the poor performance of TP group in recent years. It is farcical to suggest that Science Group's investment one month ago will "undermine the stability of TP Group's businesses"" etc etc [SP=470 Cap=194m]
Itaconix (ITX) first EU rder for TSI 322 sustainable detergent polymer, "a key ingredient in a new non-phosphate dishwashing detergent which the customer is expected to have on European retail shelves by early 2022." [SP=5.97 Cap=27m]
Ncondezi Energy (NCCL) Engineering, Procurement and Construction power plant contract for the integrated Ncondezi 300MW coal fired power project and coal mine in Tete, Mozambique (the "Project") has been signed. [SP=1.63 Cap=6m]
Cohort (CHRT) wins £11m 2 year contract extension to the Joint Command and Staff Training contract for the UK armed forces. [SP=580 Cap=238m]
EMIS (EMIS) H1(June) rev up 7%, adj EPS up 11%, slightly ahead of the Board's expectations. "We have a clear line of sight to meet Board expectations for the second half..." [SP=1398 Cap=885m]

In line: MCL, G4M, FIH, SDY
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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 Sep 2021

#441158

Postby MrContrarian » September 10th, 2021, 7:39 am

Smallcap Sweep. 10-Sep-21
Black mark for Newmark

Tritax EuroBox (EBOX) £170m placing at 111.5, a 3% discount. [SP=115 Cap=709m]
Argo Blockchain (ARB) increases Bitcoin-backed loan by £18m "to continue the build out of the Company's West Texas data centre and to meet the Company's operating cash flow requirements." Isn't it throwing off cash with Bitcoin over $33k? [SP=134.82 Cap=515m]
Yourgene Health (YGEN) wins lab covid test contract worth £34m max. [SP=15.82 Cap=115m]
Minds + Machines (MMX) tender at 9.6p, a 13% premium) for up to 69% of shares. [SP=8.36 Cap=73m]
Fulham Shore (FUL) recent 3 weeks rev up 27% on 2019. Prev 8 weeks was 8%. [SP=18.05 Cap=112m]
IQ-AI (IQAI) Gallium Maltolate phase I clinical trial delayed to end Q4 2021 due to a change in the trial agent's encapsulation supplier. [SP=6.75 Cap=11m]
Newmark Security (NWT) misleadingly says FY(Apr) rev ahead of management's expectations. Co already guided the rev in the FY trading stmt. However current trading is "ahead of revenue expectations albeit with a different phasing of certain lines of business with varying margins which result in a reduced margin." Going concern stmt shows cash v tight. Negotiating increase in UK invoice discounting facility and a new US invoice discounting facility. [SP=1.16 Cap=5m]
PCF Group (PCF) still no restatement of 2020 accounts. Net reduction of profit will now be more than £750k, not less, Remains suspended. [SP=23.8 Cap=60m]


Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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 Sep 2021

#441332

Postby Bouleversee » September 10th, 2021, 6:49 pm

MrContrarian wrote:Smallcap Sweep. 08-Sep-21
Eviscerating the cadever of copy

IXICO (IXI) contract to support trial worth over $500k. [SP=78.16 Cap=38m]
U and I (UAI) planning granyed for Morden Wharf, U+I and Morden College's £770m Gross Development Value project. [SP=81 Cap=102m]
Accesso Technology (ACSO) ups FY21 rev guidance tp at least $117m and 'cash EBITDA' (?) significantly ahead of market expectations. [SP=828 Cap=341m]
Ten Lifestyle (TENG) guides FY(Aug) net rev down 21% (in line) and adj EBITDA only marginally below previous year's £4.8m, despite significantly lower net rev. [SP=105.01 Cap=86m]
Avon Protection (AVON) US Army 2 year contract worth up to $87.6m. [SP=1793.71 Cap=556m]
Somero (SOM) strong H1. Div 9c up 125%. Guides FY(Dec) rev $120m and adj EBITDA c.$42m. [SP=475 Cap=266m]

In line: HFD
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. I may have a position in any or all of the shares covered.

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

@MrContrarian


Pleased to see Accesso shooting up. It was back to what I paid at one point today. I have read some very encouraging reports about it and it sounds as though, apart from general peaks and troughs, the s.p. should continue upwards.

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Re: MrC's Smallcap Sweeps for Sep 2021

#441770

Postby MrContrarian » September 13th, 2021, 7:55 am

Smallcap Sweep. 13-Sep-21
Culling the overpopulation of info

MGC Pharmaceuticals (MXC) Landmark UK Import Permit granted for CannEpil+, designed to treat Refractory Epilepsy. " This is the first time that an epilepsy treatment currently in a Clinical Trial process, and containing THC, has been approved by the authorities in the UK for import....CannEpil+ will be made available for free on compassionate grounds to ten patients for six months." [SP=3.05 Cap=135m]
Cambria (CAMB) gets over 75% hurdle for takeover offer. [SP=82 Cap=82m]
Audioboom (BOOM) All Active Asset Capital pulls offer. [SP=860 Cap=135m]
Bank of Georgia (BGEO) div payout ratio to be c. 35-40% over the next two years reflecting "strong pick-up in demand within the consumer, micro and small and medium-sized enterprises sectors." [SP=1600 Cap=787m]
Surface Transforms (SCE) demand from OEM8 "greatly exceeded the customers expectations". Discussed contracts for higher volumes. [SP=67 Cap=131m]
Nuformix (NFX) licences, for research, develop and commercialise, its drug NXP001 for oncology indications. [SP=1.43 Cap=9m]
1Spatial (SPA) 3 year contract to "lead and deliver a significant element of the multi-year data transformation and data ingestion programme for Atkins, working on behalf of the UK Government's Geospatial Commission." Initial commitment of 7 months worth c. £0.5m but it is expected that there will be further revenue of approximately £6m over the remainder of the contract related to 1Spatial technology licenses. [SP=39 Cap=43m]
Diurnal (DNL) commercial UK launch of Efmody (hydrocortisone modified-release hard capsules). Discussions with various health authorities across the European Economic Area to ensure timely launches in other major European countries. Total mkt of 5k patients in GB. [SP=56.6 Cap=96m]
Big Technologies (BIG) appointed preferred bidder for the electronic monitoring contract for NZ prisons. Expects to monitor 6k people.. [SP=354 Cap=1027m]
BATM Advanced Communications (BVC) $2m order for network function virtualisation. First enterprise customer for BVC. [SP=87 Cap=384m]
Diaceutics (DXRX) $900k DXRX platform contract win. [SP=114 Cap=97m]
Tricorn (TCN) defers administration after "indicative offers received from certain parties for the acquisition of the trading operations and/or subsidiaries of the Company on a going concern basis, and discussions are ongoing with further parties which may lead to indicative offers on a similar basis." [SP=4.02 Cap=2m]
Toople (TOOP) gets "robust" orders from new and existing customers in the usually quiet summer season. [SP=0.06 Cap=3m]
Image Scan (IGE) new orders - FY guidance now £2.9m rev, 'trading profit' close to breakeven (from guided -£200k loss). [SP=2.26 Cap=3m]

In line: IQG, GMR
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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 Sep 2021

#442037

Postby MrContrarian » September 14th, 2021, 7:52 am

Smallcap Sweep. 14-Sep-21
Mustard on the hot dog of share updates

Zytronic (ZYT( guides FY(Sep) rev ahead of market expectations as H2 ev tracks 30% up on H1. [SP=NA Cap=NA]
Argo Blockchain (ARB) US 'IPO' of 7.5m ADSs = 75m UK shares. Price? [SP=131 Cap=500m]
Porvair (PRV) Q3(Aug) modestly ahead of expectations. "Order books in industrial process, laboratory and aluminium are healthy. Aerospace orders are improving but remain below pre-pandemic levels. Supply chain dislocation is a significant near-term issue and while thus far the Group is navigating supply, logistics and inflationary pressures satisfactorily it is too early to determine to what extent they will affect full year performance." [SP=620 Cap=286m]
Renalytix (RENX) Mount Sinai Health System will scale-up implementation of the KidneyIntelX early-stage risk assessment testing and care management program across primary care and specialty clinician networks. KidneyIntelX includes technology that was initially developed by Mount Sinai and is licensed to Renalytix. [SP=845 Cap=854m]
Transense Technologies (TRT) 5 year Joint Collaborative Agreement with McLaren Applied to continue development of the Transense Torque Measurement System using SAW technology. McLaren Applied have exclusivity in elite motorsport drivetrain applications in exchange for meeting minimum target revenues on an annual basis over five years. [SP=98.48 Cap=16m]
Silver Bullet Data Service (SBDS) contract with Ireland's RTÉ to provide strategic leadership, technology and data implementation, on-going data strategy and integration. This follows on from its recent contract win in the UK with ITV, No €€€. [SP=261.95 Cap=34m]
Feedback (FDBK) Partnership to assess technical collaboration between Bleepa and Qure.ai, a specialist in AI-powered radiology solutions. The partnership will evaluate product opportunities in multiple care settings both in India and the UK. Early exploration of joint solution for TB screening in India, Africa and South-East Asia. [SP=0.68 Cap=7m]
ThinkSmart (TSL) FY(June). Its holding in Clearpay marked up by £23m. "We are particularly pleased that Clearpay's trading performance continues to represent an increasing proportion of the Afterpay group," [SP=96.7 Cap=103m]
Tandem (TND) H1(June) rev up 14%, EPS up 37%. "Input costs, having risen significantly during the year to date, have yet to return to more reasonable levels. We continue to manage these challenges well, where necessary deferring shipments and seeking alternative shipping routes." Outlook positive. [SP=522.5 Cap=27m]
Vr Education (VRE) H1(June) rev €1.25m up 83%, pretax -€1.3m, in line with mgmt expectations. Outlook "more exciting than ever as VR comes of age as a business communications tool." [SP=16.48 Cap=48m]
Cloudcall Group (CALL) H1(June) rev up 13%, in line with mgmt exp. Guides FY overall EBITDA loss slightly lower than previous guidance. [SP=57.25 Cap=27m]
Ekf Diagnostics (EKF) H1(June). Guides FY comfortably ahead of already materially upgraded management expectations. [SP=80 Cap=364m]
Equals Group (EQLS) H1(June) adj EBITDA £1.6m, significantly ahead of expectations. [SP=57 Cap=102m]

In line: STAF
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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 Sep 2021

#442389

Postby MrContrarian » September 15th, 2021, 8:04 am

Smallcap Sweep. 15-Sep-21
Tearing out my hair with a morning news wax

Restore (RST) in line but sounds bullish. [SP=501 Cap=685m]
Fintel (FNTL) strategic partnership with Tatton Asset Management comprising a £7m fintech and distribution agreement and the sale of its fund management business for £2.8m.+ £3m earn out. [SP=226.5 Cap=220m]
Journeo (JNEO) five year contract worth £2.5m for real-time information systems and on-vehicle hardware for public and staff shuttle services used across car parks and inter-terminal operations at a major UK international airport. [SP=121.05 Cap=11m]
Sabien Technology (SNT) becomes exclusive sales agent for City Oil Field for its "proprietary technology and techniques, collectively a Resource Gathering Operation (RGO), focus on the production of light and ultra-pure fuel products from low temperature processing of end-of-life plastics." One year initially. [SP=18.81 Cap=3m]
Character (CCT) strong sales but guies FY(Aug) U/L pretax up to 10% below market expectations. Cites shipping costs and delays, higher production costs. "Order levels continue to be strong and the prospects for a good sell through remain very favourable." [SP=683 Cap=146m]
The Panoply (TPX) hikes FY(Mar) rev guidance to over £77m. Sees organic LFL rev growth up 15-20%, up 5%. H1 order intake up 177%. [SP=252.5 Cap=212m]
Omega Diagnostic (ODX) AGM stmt. Strives to be optimistic. NHS covid test orders - "optimistic that these will conclude successfully and positively impact on our H2". Cash good. [SP=55.5 Cap=102m]
Grafenia (GRA) AGM stmt. Aug rev best since since Nov 2019. Apr-Aug rev up 20% yoy. In line? Outlook "Autumn usually displays strong seasonality. Last year the second wave of Coronavirus began to adversely affect business activity. What will this year bring? Difficult to say." [SP=5.75 Cap=7m]
Hornby (HRN) AGM stmt. Recent sales and margins slightly lower than the previous year but in line with internal budgets. Outlook "Our outstanding order book is very strong and substantially higher than a year ago, however timing is everything when it comes to Christmas and we are mindful of the potential supply disruption at the ports continuing." [SP=45.4 Cap=76m]
Surgical Innovations (SUN) H1. Outlook "An encouraging YTD trading of 88% of pre-pandemic levels reflects the strength of the business, and its ability to recover quickly as demand returns. We anticipate that H2 will generate stronger revenues than H1 but will continue to be interrupted by sporadic temporary dips in demand caused by measures taken in hospitals to manage spikes." [SP=2.77 Cap=26m]
Eleco (ELCO) H1. Warns of "a temporary reduction in our level of profitability over the next 18 months as the SaaS subscription model and strategic initiatives bed in and deliver our long term growth. " [SP=137 Cap=114m]

In line: RBGP, BIOM, TWD
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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 Sep 2021

#442686

Postby MrContrarian » September 16th, 2021, 7:55 am

Smallcap Sweep. 16-Sep-21
A mole wrench for the morning's rusty nuts

PCI-PAL (PCIP) strongly refutes patent infringement claims being made by rival Semafone. [SP=89.23 Cap=58m]
Stanley Gibbons (SGI) subsidiary Mallett put into Chapter 11 after failure to reach settlement on rent owed on NY property following Mallet's tenants default. Causes breach of SGI loan from Phoenix but lender says does not intend to call in the debt. [SP=2.77 Cap=12m]
Active Energy Group (AEG) failure of CoalSwitch reference plant reactors pinned on failure of a monitoring component which led to an unexpected interruption in a production cycle. AEG and PDI have commenced engineering analysis to design a larger proprietary reactor that would be capable of accommodating production volumes of up to 70,000 tonnes of CoalSwitch. [SP=0.43 Cap=17m]
ECO Animal Health (EAH) China rev in the five months to Aug was significantly lower than budget due to worsening pork prices. Recovery in China expected to result in improved trading. Rest of the world expected to remain firm. [SP=350.4 Cap=237m]
Novacyt (NCYT) will not recognising the £40.8m of the disputed NHS sales in H1. Also £28.9m write down inventory built in anticipation of further NHS demand and terminates supply commitments with third parties in respect of this supply that are no longer required. [SP=342.5 Cap=260m]
Electra Private Equity (ELTA) restaurant brands LFL up 15%or 2.6% (VAT adjusted) on 2019. Fridays continues to outperform the market. [SP=594 Cap=232m]
Galliford Try (GFRD) FY(June) pretax £11.4m 'above previous guidance' though it had said in FY trading stmt that pretax would be a upper end of forecasts. Current trading in line. [SP=171.6 Cap=191m]

In line: CMH
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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 Sep 2021

#442884

Postby MrContrarian » September 17th, 2021, 7:32 am

Smallcap Sweep. 17-Sep-21
Disturbing the remains in the RNS morgue

Accsys (AXS) last 5 months rev up 22% for Accoya and 8% for Tricoya compared to 2019. Accoya price higher. "Inventory levels of raw wood have remained low in the period due to industry supply chain challenges but are expected to improve in the remainder of the financial year." Guides FY in line. [SP=155.25 Cap=299m]
Safestay (SSTY) very early stage and highly conditional approach. Hoists For Sale sign and Strategic Review. [SP=19.25 Cap=12m]
Real Good Food (RGD) loan replayment extended a year to May 2023 to provide "additional financial flexibility for the Group to continue its balance sheet restructuring, and to accelerate and maximise the value of the remaining Group businesses." [SP=3.31 Cap=3m]
RUA Life Sciences (RUA) fixes mamufacturing problem that lead cellulose impurity in Elast-Eon sealed vascular graft. "We remain on target to launch the world's first non-biogenically sealed grafts by the end of this financial year." [SP=129 Cap=29m]
Cizzle Biotechnology (CIZ) extends relationship with University of York: research agreement with the for the development and validation of molecular tools with potential applications in cancer diagnosis and therapy. [SP=5.15 Cap=13m]
IQ-AI (IQAI) sale of multiple licenses of Imaging Biometrics (IB) software for the automated generation of quantitative perfusion maps. No £££. [SP=6.35 Cap=11m]
Volvere (VLE) H1(June) NAV 1350p/sh down 15p since Dec. "Shire Foods performed well, with an improved performance over the comparable 2020 period. Indulgence Patisserie's losses are reducing and work is ongoing to drive further improvement...Investment opportunities in the first half of 2021 have been more limited than we expected when we raised capital in October 2020." [SP=1286.5 Cap=33m]


Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. I may have a position in any or all of the shares covered.

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

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Re: MrC's Smallcap Sweeps for Sep 2021

#443742

Postby MrContrarian » September 20th, 2021, 7:52 am

Smallcap Sweep. 20-Sep-21
The impact driver for penetrating knotty news

MyHealthChecked (MHC) re relaxation of covid travel testing: "Directors remain confident that monthly testing volumes will remain a significant contributor to growth throughout the remainder of the financial year, even with levels naturally lower than the peak levels seen around summer holiday period...The requirements surrounding PCR testing for out-bound travel, the "Fit to Fly" scheme, have not changed and Directors expect to see these volumes continuing." [SP=2.2 Cap=16m]
Haydale Graphene (HAYD) £4.5m placing at 5p, a 33% discount, to accelerate the next stage of its development but mainly to keep the lights on. [SP=7.7 Cap=33m]
IXICO (IXI) $500k+ 12 month contract for clinical trial. [SP=73.86 Cap=36m]
SourceBio International (SBI) similar RNS to MHC. Co expects "a material proportion of travel related demand will switch from PCR technology to lateral flow technology. SourceBio has evaluated a number of lateral flow technologies and has signed two commercial distribution agreements for the ongoing supply of lateral flow tests." [SP=160 Cap=121m]
Ten Lifestyle (TENG) multi-year renewal of its contract with Barclays. Adds concierge and lifestyle services. Contract included in existing plan. [SP=104 Cap=87m]
K3 Business Technology (KBT) sells non-core Sage Business for £1.68m less up to £0.2m for any restructuring costs. [SP=177.25 Cap=79m]
Cizzle Biotechnology (CIZ) signs mooted royalty sharing agreement with St George Street Capital charity. [SP=4.9 Cap=12m]
Cohort (CHRT) mixed AGM stmt. Some of the delays highlighted in preliminary results have persisted but still expects that FY trading performance will be slightly ahead of prior year. [SP=596 Cap=237m]
Open Orphan (ORPH) £5.7m flu human challenge study contract win. Rev across 2021 and 2022. However big covid study slips to FY22. [SP=25.9 Cap=171m]
Zoo Digital (ZOO) guides H1 rev slightly ahead of guidance with a significant increase in EBITDA yoy. "In the past month we have seen a significant expansion of orders for localisation and media services relating to new original titles following the resumption of productions." [SP=123.16 Cap=103m]
Oncimmune (ONC) signs autoantibody profiling agreement with a leading global pharma. No £££. [SP=190 Cap=131m]
Wilmington (WIL) FY(June) rev flat, adj pretax up 27%. Current trading in line. [SP=225.8 Cap=196m]
Deltex Medical (DEMG) weak H1 as guided, expects better H2. [SP=1.51 Cap=9m]


Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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 Sep 2021

#443996

Postby MrContrarian » September 21st, 2021, 7:37 am

Smallcap Sweep. 21-Sep-21
The railroad to rapid roundups

ASA International (ASAI) long long business update ending "while the Company's operational performance appears to gradually normalize in most countries except for India, Myanmar, Sri Lanka and Uganda, the risk of additional challenges to our operations should not be underestimated, as we have recently seen in for instance India and Myanmar." [SP=90 Cap=90m]
Stagecoach (SGC) confirms press speculation of approach from National Express. Mooted offer is 0.36 National Express shares, an 18% premium. [SP=68.05 Cap=375m]
Appreciate (APP) Q2 Corporate and Gifting billings up 15% on 2 years ago. [SP=27.6 Cap=51m]
Bigblu Broadband (BBB) return of capital timetable. [SP=118.5 Cap=68m]
Real Good Food (RGD) tardy FY(Mar) rev down 10%, pretax -£6.1m. Current trading in line. [SP=3.31 Cap=3m]
Personal Group (PGH) H1 and outlook sound in line. [SP=314 Cap=98m]
M & C Saatchi (SAA) H1(June). Guides FY substantially ahead of consensus. [SP=146 Cap=178m]

In line: MANO, KGH, KAPE, MTW, COG, MBO
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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 Sep 2021

#444325

Postby MrContrarian » September 22nd, 2021, 7:42 am

Smallcap Sweep. 22-Sep-21
Punching PR in the nose

Braemar Shipping Services (BMS) guides FY modestly ahead of mkt expectations after strong H1. [SP=231.5 Cap=74m]
IXICO (IXI) $750k+ contract over 2 years for advanced neuroimaging solutions. [SP=74 Cap=36m]
Kin and Carta (KCT) guides FY(July) adj pretax marginally ahead of the top end of market expectations. Current trading strong. [SP=288 Cap=497m]
Plant Health Care (PHC) partnership with Nutrien Solutions to launch Saori soybean seed treatment in Brazil. Trading in line. [SP=12.1 Cap=37m]
Kanabo (KNB) goes on sale on online shop, HandpickedCBD. Worth an RNS apparently. [SP=17.6 Cap=65m]
IQ-AI (IQAI) gets EU patent for Multiparameter Perfusion Imaging with Leakage Correction to improve MRI. Already has US patent. [SP=6.45 Cap=11m]
SDI (SDI) started new FY modestly above mgmt initial forecasts. [SP=202.5 Cap=202m]
Chill Brands (CHLL) Appointment of Strategic Advisers - turns out to be marketing bods. [SP=26 Cap=56m]
Mission Group (TMG) H1(June) rev above guidance, op profit in line. Co "expects the Group's sequential recovery to continue in line with expectations as long as the removal of lockdown restrictions remain in place and the economy returns to a more 'business as usual' state." [SP=75.69 Cap=69m]
Parity (PTY) H1 rev down 13%, adj pretax -£91k (+£61k). Outlook "directors believe that the business is well placed to stabilise in H2 and be in a position to generate growth and return to profit in FY 2022." [SP=6.22 Cap=6m]
Warpaint London (W7L) sounds in line. [SP=219 Cap=168m]

In line: SAGA, EYE
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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 Sep 2021

#444613

Postby MrContrarian » September 23rd, 2021, 7:52 am

Smallcap Sweep. 23-Sep-21
21 companies today

Quadrise Fuels (QFI) tests show Utah projecr can produce commercial MSAR and bioMSAR fuels from the sample of heavy sweet oil. [SP=3.62 Cap=51m]
Augean (AUG) board recommends increased offer of 372p from Eleia. [SP=370 Cap=388m]
Seraphine (BUMP) the maternity and nursing wear co had Q1(July) rev up 50% with better than expected demand for higher priced categories but Q2 hit by supply delays. "This resulted in marketing spend in the period being less effective due to the lower mix of returning customers in the key Q2 trading month of September." Guides H1 rev up only 35%. Stock issues now been fully resolved. [SP=265 Cap=NA]
Conygar (CIC) gets planning for for a student accommodation scheme in Nottingham. [SP=130.28 Cap=70m]
Kromek (KMK) contract worth up to $1.6m from US GOv't D3S-ID wearable nuclear radiation detector. [SP=16.3 Cap=70m]
Civitas Social Housing (CSH) repudiates allegations by Shadowfall short seller. Will publish a full response in due course. Shorting note at https://www.shadowfall.com/researchreports/#latest [SP=95.4 Cap=594m]
Fuller, Smith & Turner (FSTA) Managed LFL rev for 7 weeks to mid Sept was 86% of 2019. [SP=738 Cap=294m]
finnCap (FCAP) reiterates FY rev guidance £40-50m. Current trend is slightly above £50m. "finnCap Cavendish has benefited from the continued and vigorous M&A market." [SP=31.88 Cap=56m]
DFS (DFS) FY(June). "Order intake has also remained strong in the current financial year to date, well ahead of our previous scenario of +7% growth on FY19, resulting in an order bank that continues to grow and which in absolute terms is very significantly ahead of normal levels." [SP=267.5 Cap=691m]
Eve Sleep (EVE) H1 (June). Outlook: rev ahead of board expectations at +46% for July and August against 2019. [SP=3.62 Cap=10m]
Petards Group (PEG) H1(June). Current trading remains broadly in line with market expectations. [SP=9.5 Cap=5m]
Ebiquity (EBQ) H1(June). Guides FY underlying op profit slightly above previous expectations (whose?). [SP=57.6 Cap=45m]
Attraqt (ATQT) H1(June). Guides FY rev in line with expectations (whose?). [SP=40 Cap=81m]
Everyman Media (EMAN) H1(july). "Admission levels since the 21 July have reached 80% of 2019 levels up to 16 September, exceeding management expectations." [SP=121.88 Cap=111m]
Panoply (TPX) to change name to TPXimpact "as the single brand under which all of the Group's businesses will come together".Lots of vision guff. [SP=264.2 Cap=224m]

In line: TRAK, BEG, ADT, CFX, SFE, AQX
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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 Sep 2021

#444908

Postby MrContrarian » September 24th, 2021, 7:45 am

Smallcap Sweep. 24-Sep-21
Mashing the market marrow

Gresham Technologies (GHT) contracts totalling over AUD21m to Sep '22. "Provide contractual certainty over the renewal of all existing Clareti and non-Clareti licences." [SP=167.9 Cap=140m]
Totally (TLY) Urgent Care division wins contract extensions worth c. £16m. [SP=35 Cap=64m]
In The Style (ITS) AGM stmt. Apr-Aug rev up 45% but return rate up due to more occasionware sales and 'more inclusive size ranges'. Do 'more inclusive' women return more clothes? Profit ho by freight costs and shipping delays. [SP=196 Cap=103m]
Avon Protection (AVON) US Gov't exercise of initial option extends Enhanced Small Arms Protective Inserts contract to Sep '22 and triggers a minimum order value for the option year of $19m. [SP=1928 Cap=598m]
Gama Aviation (GMAA) H1 (June) rev up 13% against restated 2020. Adj loss $3.4m ($4.8m). Outlook "Despite the challenges posed by the pandemic on the aviation sector we continue to evolve and strengthen our robust and resilient business blah blah blah." Current trading would be nice. [SP=39 Cap=24m]
Iofina (IOF) H1(June) rev up 27%, pretax $3.5m ($1.3m). Guides FY in line. [SP=15.5 Cap=30m]
Judges Scientific (JDG) H1(June) rev up 15%, adj pretax up 32%. Organic orders to August up 23%. Guides FY above market expectations. [SP=7000 Cap=442m]

In line: FAB
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1229
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Re: MrC's Smallcap Sweeps for Sep 2021

#445509

Postby MrContrarian » September 27th, 2021, 7:50 am

Smallcap Sweep. 27-Sep-21
Squeezing the pimple of PR

Real Good Food (RGD) proposes delisting. That's a choker for holders. [SP=2.7 Cap=3m]
Beeks Financial Cloud (BKS) guides FY(June 22) ahead of current market expectations. after $5m contracts in Q1. [SP=172.5 Cap=97m]
Cornerstone (CSFS) has expanded into the Middle East with the opening of an office in Dubai. [SP=28.4 Cap=6m]
Mirada (MIRA) €1.3m loan extended and increased. "We have seen a strong resurgence in new business activity and a substantial increase in our pipeline of opportunities in recent months. This extension grants us significant financial flexibility." [SP=70 Cap=6m]
Saietta (SED) operational update from would-be electric motor mfr. The motor was developed "to democratise the transition to mass market electrification". Oh please, you didn't invent the Internet. [SP=204 Cap=168m]
Van Elle (VANL) partnership with leading US rail inspection company to significantly increase market reach in North America. [SP=50 Cap=52m]
Futura Medical (FUM) licences its erectile dysfunction treatment to Labatec Pharma, the Swiss-based specialty pharma, to commercialise it in the Gulf region. [SP=40.5 Cap=115m]
1Spatial (SPA) guides rev and EBITDA for FY23 slightly ahead of its expectations after £8m 5 year contract win. [SP=40.1 Cap=45m]
SpaceandPeople (SAL) H1(June). Outlook "business is recovering well. With our enhanced venue portfolio, now including a number of former Intu venues, and refocussed teams targeting new opportunities, we are making good progress towards rebuilding business back to and beyond pre-pandemic levels." Caveat emptor. [SP=9 Cap=2m]
Ukrproduct Group Ltd (UKR) H1. Outlook "Though Ukrproduct's team continues implementing further efficiencies in procurement, processing, distribution and sales of its products with a major focus on pricing on shelves reflecting raw materials costs increase, the Group expects its margins to experience further pressure until the end of this year." [SP=4.5 Cap=2m]
Tasty (TAST) H1(June). Trading since May exceeded mgmt expectations. [SP=6.75 Cap=10m]
Zinc Media (ZIN) H1(June). Outlook "Following a strong period of new business conversion, with a healthy pipeline and an anticipated improvement in market conditions in the second half of the year, the Board currently expects the Group to be profitable in H2." In line? [SP=60.5 Cap=10m]
Instem (INS) H1(June). Guides FY slightly ahead of mgmt expectations [SP=900 Cap=198m]

In line: REVB, VANL, FA., CCS
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1229
Joined: November 4th, 2016, 2:45 pm
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Re: MrC's Smallcap Sweeps for Sep 2021

#445778

Postby MrContrarian » September 28th, 2021, 7:46 am

Smallcap Sweep. 28-Sep-21
Macerating the market's malarkey

Go-Ahead Group (GOG) Southeastern rail franchise not renewed at end Oct due to ongoing 'discussions' with the DfT regarding profit share. Prelims postponed. CFO goes. He is not thanked. [SP=1009.26 Cap=436m]
Blue Prism (PRSM) offer talks end with rec offer of 1125p [SP=1150 Cap=1114m]
DeepMatter (DMTR) contract with Dr. Reddy's Laboratories for DigitalGlassware platform. No £££. [SP=1.3 Cap=12m]
Yourgene (YGEN) guides H1(Sep) rev £15m (£8.2m). "We are maintaining a conservative approach to forecast guidance regarding COVID testing and other revenue." [SP=14.51 Cap=105m]
NAHL (NAH) coughs in the face of shareholders again with warning that FY(Dec) rev and U/L op profit will be lower than mgmt exp, and down YoY. Blames lower than expected growth in the number of personal injury enquiries due to covid plus decision to grow the number of enquiries placed into wholly owned firm National Accident Law. Both of are known factors since months. [SP=56.2 Cap=26m]
HeiQ (HEIQ) H1(June) rev down 14% but up 27% on prev H. EPS 2.46 (8.32). Current trading? [SP=133.68 Cap=175m]
Eden Research (EDEN) H1(June) rev £0.79m up 32%. Pretax loss £1.8m (£1m). Outlook "pandemic has continued to hamper regulatory processes, which means we are awaiting product approval in a number of countries for our biopesticide products, Mevalone and Cedroz. Furthermore, the pandemic and associated restrictions on travel and gatherings has hindered some commercial activities". Outlook rosy as ever. [SP=9.3 Cap=35m]
Digitalbox (DBOX) H1(June). Guides FY materially ahead of market consensus. [SP=6.9 Cap=8m]
Escape Hunt (ESC) H1(June) rev down 9%. Current trading significantly stronger than mgmt exp, [SP=38.15 Cap=34m]
Non Standard Finance (NSF) H1(June) rev down 26%, normalised EPS -1.12 (-2.55). Outlook: "all three divisions are trading ahead of budget and the Group remains confident of being able to complete the Capital Raise that will fund customer redress, strengthen the balance sheet and provide funding for future growth." [SP=3.65 Cap=11m]

In line: DWF, EQT
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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 Sep 2021

#446166

Postby MrContrarian » September 29th, 2021, 7:53 am

Smallcap Sweep. 29-Sep-21
News faster than the speed of bullshit

Fulham Shore (FUL) AGM stmt: trading ahead of mgmt expectations. [SP=18 Cap=112m]
Supply @ME Capital (SYME) £7m short-term loan facility with Mercator Capital now signed. Has convertible alternative which looks like a death spiral to the cynical. [SP=0.25 Cap=91m]
CML Microsystems (CML) rev tracking ahead of management expectations. "New order intake has been good, assisted by improving end market conditions and increased demand linked to customer concerns around supply chain constraints within the semiconductor market generally...possibility for full year profitability to be weighted to this first half." [SP=402 Cap=67m]
Genedrive (GDR) new generation Genedrive System platform, which has been developed to support the commercial launch of the MT-RNR1 ID Kit, receives CE-IVD marking in anticipation of launch into the UK and EU. [SP=24.94 Cap=20m]
ActiveOps (AOM) wins its first enterprise level up-sale of WorkiQ. Several contract extensions, underpinning the Group's growth plans. [SP=160.5 Cap=114m]
Agronomics (ANIC) sells shares in Oritain Global for c. £0.7m, an IRR of 74. [SP=27.3 Cap=218m]
Immupharma (IMM) H1. Also action following review to address "limited progress of the Company's product development portfolio outside of Lupuzor for lupus over the last three years". Reorganises biz structure, will focus on developments with highest probability of both scientific and commercial success. Will end its secondary listing on Euronext. [SP=7.5 Cap=19m]
Avacta (AVCT) hits pre-clinical development milestone with LG Chem. "The partnership also provides LG Chem with rights to develop and commercialise other Affimer and non-Affimer biotherapeutics combined with Affimer XT half-life extension for a range of indications and Avacta could earn up to $55m in milestone payments for each of these new products. In addition, under the agreement Avacta will earn royalties on all future Affimer XT product sales by LG Chem." [SP=113 Cap=287m]
Quiz (QUIZ) FY(Mar) rev £39.7m, U/L pretax -£9.6m (-£3.1m). Five months to Aug rev £30.6m. Guides positive op C/F in FY22. Is that enough to justify the big recent run in SP? [SP=23.15 Cap=29m]
Comptoir (COM) H1(July) comfortably outperforming forecasts [SP=7.2 Cap=9m]
Chill Brands (CHLL) delayed FY(March) out but no current trading. [SP=25.13 Cap=55m]
Air Partner (AIR) H1(July). Guides FY materially above market expectations. [SP=94 Cap=60m]

In line: FCRM, FRP
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1229
Joined: November 4th, 2016, 2:45 pm
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Re: MrC's Smallcap Sweeps for Sep 2021

#446474

Postby MrContrarian » September 30th, 2021, 8:02 am

Smallcap Sweep. 30-Sep-21
Reversing over the legs of listings

HSS Hire (HSS) guides FY EBITDA ahead of market expectations and and EBITA materially ahead. sells All Seasons Hire for £55m. Will enable refinancing debt on attractive term. [SP=17.45 Cap=122m]
Bidstack (BIDS) CFO resigns, immediate effect. He is thanked. [SP=1.9 Cap=18m]
WANdisco (WAND) wins $1m+ contract to migrate analytical data to the Microsoft Azure cloud. 5 years max. [SP=288 Cap=171m]
Parsley Box (MEAL) last 8 months rev up 18% but labour shortages restricting stock availability to c.50% of plan. Guides FY rev only slightly ahead yoy. [SP=102 Cap=43m]
Chill Brands (CHLL) AGM stmt. An essay on its journey and vision blah blah blah but forgets to update on last few months rev. As it did in yesterday's finals. [SP=21.77 Cap=54m]
Mobile Streams (MOS) Mexico has again exceeded internal target with Sept LiveScores subs 251% above target albeit at only 7200 total. Advanced discussions regarding launching this service in additional markets [SP=0.63 Cap=15m]
Esken (ESKN) delays Southend airport restart of commercial passenger operations to Spring to minimise operating expenditure. I see there are a handful of flights per day right now so not sure what that means. Energy Division in line. [SP=16.1 Cap=165m]
Novacyt (NCYT) launch of two new tests to differentiate between COVID-19 and common winter viruses, and between COVID-19 variants. But "Confirms there is a delay in the launch of PathFlow COVID-19 Rapid Antigen, a self-LFT to detect SARS-CoV-2 antigens, previously expected in Q3 2021. This delay is due to increased demand for self-test approvals causing a backlog of tests currently under review by the Company's Notified Body." Delay up to 6 months. [SP=287.7 Cap=237m]
Numis (NUM) guides FY(Sep) rev over £150m (£102m). In line? [SP=360 Cap=412m]
Anexo (ANX) increased debt facilities by £8.5m to fund growth in its credit hire and legal services divisions [SP=141 Cap=164m]
SkinBioTherapeutics (SBTX) soft launch' of AxisBiotix-Ps on World Psoriasis Day, [SP=66.88 Cap=105m]
Amala Foods (DISH) AR delayed for a brief period whilst auditors conclude the audit process. Shares voluntarily suspended despite it being 'a minor administrative issue'. [SP=0.9 Cap=3m]
Quantum Blockchain Technologies (QBT) patent application on Bitcoin mining algorithm optimisation - the ASIC UltraBoost. Saves 7%. [SP=1.17 Cap=11m]
IQE (IQE) will close Singapore site as part of global consolidation strategy. Will transfer the expertise, IP and assets to Taiwan and North Carolina sites. [SP=47.55 Cap=381m]
Supply @ME Capital (SYME) FY(June). No trading for July-Sept. [SP=0.26 Cap=89m]
Getech (GTC) H1(June). Current trading sounds in ine. [SP=21 Cap=14m]
Gusbourne (GUS) H1(June). Guides FY above exp. [SP=110 Cap=51m]
Northbridge Industrial Services (NBI) guides FY op profit above exp after strong H1. [SP=171.5 Cap=50m]

In line: NWF
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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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