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Mr's Smallcap Sweeps for Nov 2017

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Mr's Smallcap Sweeps for Nov 2017

#92211

Postby MrContrarian » November 1st, 2017, 7:57 am

Smallcap Sweep. 01-Nov-17

Zotefoams (ZTF) Q3 strong. Sees FY rev ahead of mkt exp, pretax at top end.
Proxama (PROX) sells Digital Payments Division for £1m (less working capital of approximately £0.3m and transaction costs) plus earn-out of up to £1m. No figs given to see if this is a good deal, or NAV gain.
Active Energy Group (AEG) has placed 83m shares at 2.1p, a 22% discount.
Imimobile (IMO) aquires Sumotext, an established US based communications platform provider, for $4.5m plus $1.5m earn-out. Trading - FY revenue and gross profit expected to be above market expectations.


Notes (do not rely on the data)
ZTF: Price=352. Cap=156m. F/C for current FY*: EPS= 9.8, Prospective PE= 35.9, Revenue=NA.
Zotefoams manufactures cross-linked block foams. The Company's products are used in markets including sports and leisure, packaging, transport, healthcare, toys, building, marine and the military.
PROX: Price=0.03. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Proxama and its subsidiary is engaged in next generation mobile marketing, loyalty and mobile wallets. Its TapPoint® platform helps businesses accelerate commerce by combining mobile brand engagement, loyalty and mobile contactless payments.
AEG: Price=2.8. Cap=24m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Active Energy Group is a supplier of industrial wood chip for MDF manufacturing and Biomass for Energy power generation, second-generation Biomass for Energy fuel solutions and systems, and global forestry and natural resources development services.
IMO: Price=206.4. Cap=119m. F/C for current FY*: EPS= 11.62, Prospective PE= 17.8, Revenue=NA.
IMImobile is a technology company. The Company provides software and services which help businesses to capitalize on the growth in mobile communication.

* 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

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Re: Mr's Smallcap Sweeps for Nov 2017

#92497

Postby MrContrarian » November 2nd, 2017, 7:53 am

Smallcap Sweep. 02-Nov-17

Norcros (NXR) Big acquisition of £60m for Merlyn, mfr of shower enclosures. Placing £31.4m at 172p, a 6% discount. Earnings enhancing in a full year.
Elektron Technology (EKT) Q3 rev up 34%. Board expects full year performance to be ahead of its previous expectations.
Amphion Innovations (AMP) has its patent claim case against MicroStrategy dismissed due to the withdrawal of its legal counsel and the inability appoint a successor counsel in the short time frame set by the Court. Seeking funding to restart case. Did the counsel think AMP didn't have the readies to pay up if it lost?
Hals Development (HALS) very peculiar wording in announcing a property sale: "has concluded with the Joint-stock company "The Agency for Housing Mortgage Lending" (the Buyer) the contract for the sale of a future thing." Price 25bn Rouble.


Notes (do not rely on the data)
NXR: Price=182.75. Cap=113m. F/C for current FY*: EPS= 28.62, Prospective PE= 6.4, Revenue=NA.
Norcros along with its subsidiaries is engaged in developing, manufacturing and marketing of home consumer products. The Company offers showers, taps, bathroom accessories, tiles and adhesives in United Kingdom and South Africa.
EKT: Price=17.05. Cap=56m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Elektron Technology designs, manufactures and markets products that connect, monitor and control.
AMP: Price=1.88. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Amphion Innovations creates, builds, operates, and finances life science and technology companies in partnership with corporations, governments, universities, and entrepreneurs seeking to commercialise their intellectual property.
HALS: Price=NA. Cap=NA. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
HALS-Development PJSC is engaged in real estate development, focusing on the Class A and Class B buildings of the Moscow office market, shopping centers, high-end housing, single family houses, apartment buildings and land development.

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

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

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Re: Mr's Smallcap Sweeps for Nov 2017

#92806

Postby MrContrarian » November 3rd, 2017, 7:51 am

Smallcap Sweep. 03-Nov-17

Management Consulting Group (MMC) warns again: " it is taking more time than originally anticipated for [North America] revenues to reach required levels, in particular some large potential engagements failed to materialise in North America including the second phase of an existing project not moving forward...revenue will now be below our previous expectations. We have made significant progress on reducing costs but this will only partially offset these lower revenues."
Silence Therapeutics (SLN) update on litigation matters. "Alnylam UK Limited and The Medicines Company UK Limited have sued to revoke the relevant Silence European patent in the UK...Silence regards the actions taken by the defendants as simply "normal course of business" at the commencement of litigation, and continues to believe that certain Alnylam products require a licence under the Silence patent estate."
H & T Group (HAT) exp FY pretax will be above current market expectations.
Mercantile Ports & Logistics (MPL) finished piling for 400 meters of jetty, "Company is working hard alongside its main contractor to enable the facility to commence operations by the end of the year." Note not commercial ops and don't say they'll have 200m of jetty done as they have previously. A year ago: "the Facility will be capable of receiving vessels by the end of this year, the Directors are not forecasting revenues from operations until the end of the third quarter of 2017 when, subject to securing the Funding, the Facility is expected to be fully operational."
I'm not a fan.

Notes (do not rely on the data)
MMC: Price=6.42. Cap=37m. F/C for current FY*: EPS= -0.94, Prospective PE= -6.8, Revenue=NA.
Management Consulting Group provides professional services. It operates through two professional services practices, Alexander Proudfoot and Kurt Salmon Associates.
SLN: Price=202.75. Cap=142m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Silence Therapeutics and its subsidiaries are engaged in the discovery, development and delivery of novel therapeutics for the treatment of serious diseases.
HAT: Price=326.72. Cap=119m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
H&T Group is engaged in the business of pawnbroking, gold purchasing, retail of jewellery, cheque cashing, unsecured lending, Foreign Exchange and Personal Loans.
MPL: Price=9. Cap=45m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.

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

RNSs
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Re: Mr's Smallcap Sweeps for Nov 2017

#93486

Postby MrContrarian » November 6th, 2017, 7:48 am

Smallcap Sweep. 06-Nov-17

SysGroup (SYS) warns FY sig. below mkt exp.
Redx Pharma (REDX) resumes trading at noon, exited Administration as a going concern. "The Company is now focused on the discovery and development of first in class or best in class novel drugs to significant commercial targets in cancer and fibrosis" Don't know about the restructure.
AFH Financial Group (AFHP) FY trading. Rev up 35%. No profit fig. Confident.
Sportech (SPO) updates on sale process "The Company has engaged with interested parties, has executed several non-disclosure agreements and will be providing selected parties with access to due diligence information and management in the coming weeks. This initial round of discussions is expected to conclude by the end of this year, with a timetable for seeking offers by the end of January 2018." Trading is in line.


Notes (do not rely on the data)
SYS: Price=41.2. Cap=9m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SysGroup is a provider of Internet Hosting and Cloud Infrastructure as a Service (IaaS). The Company delivers a range of SME and complex hosting solutions for SMEs and larger enterprises.
REDX: Price=33. Cap=41m. F/C for current FY*: EPS= -0.34, Prospective PE= -97.1, Revenue=NA.
Redx Pharma through its subsidiaries is a drug discovery and development company. The Company develops proprietary, small molecule therapeutics to address areas of unmet medical need principally in two areas, cancer and infectious disease.
AFHP: Price=245.5. Cap=68m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AFH Financial Group is a discretionary wealth manager and a financial advisory firm. It offers various wealth management and financial planning services to its clients.
SPO: Price=102. Cap=188m. F/C for current FY*: EPS= 3.19, Prospective PE= 32.0, Revenue=NA.
Sportech is engaged in pools betting, both B2B & B2C, and supply of wagering technology solutions. It has four business segments: Football Pools, Sportech Racing and Digital, Sportech Venues and corporate costs.

* 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

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Re: Mr's Smallcap Sweeps for Nov 2017

#93723

Postby MrContrarian » November 7th, 2017, 7:58 am

Smallcap Sweep. 07-Nov-17

Paragon Entertainment (PEL) FY trading. Rev broadly in line with the Board's expectations at £15.0m but EBITDA significantly lower than previous expectations at ~£0.7m. Deferred orders, project delays and cost overruns.
European Wealth Group (EWG) buys Newbridge Securities Corporation and Newbridge Financial Services Group for $1. Comes with $17.6m liabilities. $16m payableon completion. Gains $1.7bn AuM.
Feedback (FDBK) FY loss £300k (loss £250k). "We are acutely aware that [TexRAD's] development has taken longer than originally expected, however we are confident that our rigorous regulatory review will pave the way for new products and therefore maximise the potential for TexRAD's clinical use worldwide."
Blancco Tech Group (BLTG) FY rev up to 31% to £27.7m, boosted by restatement of £1.2m from 2016 to this yr. Adj-cont EPS 3.02p (2016 restated: 4.16p). EPS-cont -5.20p (2016 restated: -5.17p). Passes final div (f/c 1.4p for final). Outlook: "The business is targeting revenue growth for the 2018 financial year between 6% and 16% with an adjusted operating profit margin between 8% and 12%." Is that good?


Notes (do not rely on the data)
PEL: Price=2.94. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Paragon Entertainment is engaged in the design and build of third party attractions and the ownership and operation of proprietary and licensed branded leisure attractions.
EWG: Price=36.3. Cap=46m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
European Wealth Group is an investment company. The Company provides institutional style investment management for private clients, trusts, pension funds and charities. It also manages money on behalf of third party independent financial advisers.
FDBK: Price=1.92. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Feedback through its subsidiaries is engaged in providing medical imaging tools for clinical decision makers. It develops software and systems that provide techniques and workflows for practitioners involved in medical research and treating patients.
BLTG: Price=54.5. Cap=39m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Blancco Technology Group is provider of mobile device diagnostics and secure data erasure solutions. It offers services to equipment manufacturers, mobile network operators, financial institutions, healthcare providers & government organizations.

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

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Re: Mr's Smallcap Sweeps for Nov 2017

#94054

Postby MrContrarian » November 8th, 2017, 7:44 am

Smallcap Sweep. 08-Nov-17

Tracsis (TRCS) FY adj EPS up 4% to 23.29p. Investec F/C 22.24p. Outlook good.
Fair Oaks Income (FAIR) plans to place shares at 2% premium to NAV at 31 Oct, to be announced. The issue is expected to close at 12:30 on 16 Nov. Qualified Investors can apply to Numis.
Modern Water (MWG) get sale of All-Membrane Brine Concentration technology to China. No figures.
SRT Marine Systems (SRT) the ever persuasive Simon Tucker will give his thoughts on future jam availability in a live webcast, 14 Nov. I hold.
OPG Power Ventures (OPG) FD replaced today. Internal promotion. That's odd, no RNS of FD's resignation, er his 'retiring from the Board'.
Avon Rubber (AVON) "has received confirmation from the US Department of Defense of the Group's participation under the Joint Enterprise - Research, Development, Acquisition and Production/Procurement contract vehicle ("JE-RDAP"). The JE-RDAP is an $8.2bn, 10 year multiple award framework contract which establishes a group of qualified contractors to compete for orders..."


Notes (do not rely on the data)
TRCS: Price=497. Cap=146m. F/C for current FY*: EPS= 22.24, Prospective PE= 22.3, Revenue=NA.
Tracsis is engaged in the development, supply and aggregation of resource optimization, data capture and reporting technologies and consultancy to companies in the passenger transport industries.
FAIR: Price=1.05. Cap=NA. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
MWG: Price=9.1. Cap=6m. F/C for current FY*: EPS= -2.1, Prospective PE= -4.3, Revenue=NA.
Modern Water owns, develops and supply's technologies, products and services related to the provision of fresh water and treatment and disposal of waste water.
SRT: Price=33.75. Cap=29m. F/C for current FY*: EPS= 3.2, Prospective PE= 10.5, Revenue=NA.
SRT Marine Systems is engaged in development & supply of Automatic Identification System based maritime domain awareness technologies, derivative product & system solutions for use in maritime applications.
OPG: Price=27.38. Cap=96m. F/C for current FY*: EPS= 2.35, Prospective PE= 11.7, Revenue=NA.
OPG Power Ventures is engaged in the development, owning, operation and maintenance of private sector power projects in India. The electricity is sold to public sector undertakings and heavy industrial companies in India or in the short-term market.
AVON: Price=1040. Cap=323m. F/C for current FY*: EPS= 65.36, Prospective PE= 15.9, Revenue=NA.
Avon Rubber designs and manufactures chemical, biological, radiological, and nuclear respiratory protection systems for defence, fire, and industrial markets. It also offers polymer based products for the dairy and defense 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.

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

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Re: Mr's Smallcap Sweeps for Nov 2017

#94639

Postby MrContrarian » November 10th, 2017, 7:46 am

Smallcap Sweep. 10-Nov-17

Oxford Pharmascience (OXP) to demerge operating business, become cash shell for acquisitions. Holders to get shares in demerged private business.
React Group (REAT) FY trading "very disappointing, with revenue of around £2.65m and a pre-tax loss of around £400,000." H2 has started to show signs of improvement. How refreshing to read the honest appraisal of failure which come with new mgmt. It never lasts.
Marechale Capital (MAC) Last night: "Due to delays in relation to a number of the transactions it is involved in, it expects to report an operating loss for this period of between £250,000 - 300,000. " Also £100k write-down.


Notes (do not rely on the data)
OXP: Price=1.15. Cap=14m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Oxford Pharmascience Group is a specialty pharmaceutical company. It is engaged in the R&D and commercialization of drug products from proprietary technology platforms. It re-develops approved drugs to make them safer and easier to take.
REAT: Price=0.45. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
REACT Group is a specialist provider of rapid response deep cleaning and emergency decontamination services. It offers kitchen cleaning, graffiti removal, clearing up sites after rail fatalities, fly tipping removal, and removal of spillages.
MAC: Price=1.2. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Marechale Capital is engaged in investment banking and corporate finance business. The Company provides advice and broking services to companies.

* 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

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Re: Mr's Smallcap Sweeps for Nov 2017

#95232

Postby MrContrarian » November 13th, 2017, 8:05 am

Smallcap Sweep. 13-Nov-17

Concepta (CPT) placing 28.6m shares at 7p. 8% discount, 21% dilution.
Zoo Digital Group (ZOO) H1 rev up 63%, pretax -$137k (+$421k). Trading "revenue expectations ahead of market guidance, balanced against our increasing investment in R&D and localisation operations...remaining confident of meeting its full year management expectations for adjusted EBITDA."
Carr's Group (CARR) FY rev up 9.9% to £346.2m (F/C £331m). Adj EPS down 18.3% to 8.9p (F/C -18%). Curr trading in line.
Cellcast (CLTV) has not received £0.5m it expected from Lexinta Fund last week but "has no reason to believe that the amounts due to it from the Lexinta Fund will not be received, however, the Company continues to have £718,000 of cash reserves as at 31 October 2017 held outside the Lexinta Fund, which the Directors consider to be sufficient for the continued running and expansion of the business."
Telit Communications (TCM) confirms that it is in discussions with Richard Kilsby regarding his possible appointment as Chairman. He seems a big hitter, would be a coup for the tainted Israeli co.
"Fishing Republic (FISH) Warns Oct LFL sales down 13% in Oct. Blames ""substantial increase in price competition as major competitors and independent stores have aggressively sought to maintain their market share, particularly at the end of the main fishing season"" Online sales overall online sales up 24% YTD, ""transition from third party sites to our own website is behind our expectations."" CEO gone, Chris Griffin acting CEO, will conduct a ""strategic review with a mandate to explore all options to drive long term value for shareholders."" CHris was Director of E-commerce at SuperGroup. Always looked suspect IMO."


Notes (do not rely on the data)
CPT: Price=8. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Concepta is a women's healthcare company. The Company develops proprietary platform and suite of products at the personalised mobile health market, on women's fertility and specifically unexplained infertility.
ZOO: Price=59.1. Cap=293m. F/C for current FY*: EPS= 0.38, Prospective PE= 155.5, Revenue=NA.
Zoo Digital Group provides cloud-based media production services and software to creative organisations, predominantly in the entertainment industry. It offers localisation and access services for audio-visual materials.
CARR: Price=144. Cap=132m. F/C for current FY*: EPS= 8.84, Prospective PE= 16.3, Revenue=NA.
Carr's Group along with its subsidiaries manufactures cereals and farm livestock products. The Company operates through segments including Agriculture, Food and Engineering.
CLTV: Price=5.16. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Cellcast is engaged in the production and distribution of participatory television formats across multiple digital platforms in the United Kingdom. The Company also produces interactive pay-to-play programming to address the needs of broadcasters.
TCM: Price=191. Cap=249m. F/C for current FY*: EPS= 10.2, Prospective PE= 18.7, Revenue=NA.
Telit Communications develops, manufactures and distributes communication modules, which enable machines, devices and vehicles to communicate via cellular wireless networks.
FISH: Price=20.7. Cap=7m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Fishing Republic is a UK retailer of fishing tackle and equipment, with a chain of approximately eight stores.

* 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

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Re: Mr's Smallcap Sweeps for Nov 2017

#95517

Postby MrContrarian » November 14th, 2017, 8:04 am

Smallcap Sweep. 14-Nov-17

Escher Group Holdings (ESCH) FY trading - warns rev only $18m, with licence revenues, which have a high margin, materially lower than expectations. - postponement of major contracts. Adj EBITDA* excluding exceptional items, is expected to be approximately US$2.7m. Note Adj EBITDA = super bullshit earnings.
Renold (RNO) H1 rev up 8%, EPS 0.8p (0.9p). Adj EPS 1.8p (2.3p). "Machine break-downs and increased raw material costs reduced Chain division adjusted2 operating margin to 8.0% (2016: 12.0%) Torque Transmission division demonstrated improved performance with underlying revenue up 6.1% and adjusted operating profit increased by 100%...the issues in Chain are being resolved, and we are seeing distinct signs of improvement in our end markets...We are confident of delivering improved performance in the second half."
Speedy Hire (SDY) H1 adj EPS up 60%. Exp FY above current expectations.
Falanx Group (FLX) CEO resignedfor personal reasons. Chairman will take over as Acting CEO with immediate effect. Trading remains strong.
Aukett Swanke Group (AUK) UAE design team has won a commission to design and deliver a new concept in retail shopping for a major Chinese client - The "Lesso" Mall. A 'new concept in retail shopping'? I somehow doubt that.
TP Group (TPG) wins £770k contract from overseas government to carry out classified development work in the field of atmosphere management systems. With F/C rev of £29m is that material?
SRT Marine Systems (SRT) H1 broadly in line with our expectations. Pretax -£3.3m (-£1.2m). Jam outlook: significant increase in sales activity driven by end customer demand; particularly for our VMS and MDM systems. Four contracts worth tot £60m 'appear to be in the final stages prior to contracting.' Get the toast on! May need reheat button.
Mucklow A & J Group (MKLW) Four months trading: "Conditions in the Midlands property market are gradually becoming more favourable for pre-let development, due to the limited supply of stock."


Notes (do not rely on the data)
ESCH: Price=180. Cap=31m. F/C for current FY*: EPS= 8.79, Prospective PE= 20.5, Revenue=NA.
Escher Group Holdings is a provider of retail and-message-based software solutions and services. It develops, markets, sells and supports enterprise-wide software applications for post office counter automation and distributed network communication.
RNO: Price=47. Cap=106m. F/C for current FY*: EPS= 4.99, Prospective PE= 9.4, Revenue=NA.
Renold is an engineering group delivering engineering products and solutions. The Company manufactures and sells power transmission and conveyor chain and also includes sales of torque transmission product.
SDY: Price=54.25. Cap=284m. F/C for current FY*: EPS= 3.37, Prospective PE= 16.1, Revenue=NA.
Speedy Hire is engaged in the provision of equipment for hire and sale, and associated services to construction, infrastructure, industry and related industries.
FLX: Price=7.42. Cap=13m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Falanx Group Ltd, through its subsidiaries, is engaged in providing international supply and installation of blast protection devices as well as providing security consultancy. It also provides international business intelligence consultancy.
AUK: Price=2.6. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Aukett Swanke Group provides architectural, interior design and related services to a variety of clients including property developers, owner occupiers and governmental organizations in the United Kingdom and overseas.
TPG: Price=6.4. Cap=39m. F/C for current FY*: EPS= 0.1, Prospective PE= 64.0, Revenue=NA.
TP Group is an engineering and support services company providing solutions for critical applications to Aerospace & Defense, and Energy & Process industries.
SRT: Price=35.49. Cap=31m. F/C for current FY*: EPS= 0.9, Prospective PE= 39.4, Revenue=NA.
SRT Marine Systems is engaged in development & supply of Automatic Identification System based maritime domain awareness technologies, derivative product & system solutions for use in maritime applications.
MKLW: Price=509.75. Cap=331m. F/C for current FY*: EPS= 25.28, Prospective PE= 20.2, Revenue=NA.
Mucklow (A & J) Group develops and invests in modern industrial and commercial buildings in prominent locations around the Midlands.

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

RNSs
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Re: Mr's Smallcap Sweeps for Nov 2017

#95825

Postby MrContrarian » November 15th, 2017, 8:09 am

Smallcap Sweep. 15-Nov-17

Motif Bio (MTFB) gets $20m secured debt at 10% PA, with warrants. Plans to submit iclaprim (for the treatment of acute bacterial skin and skin structure infections) to the US FDA by and Q1 2018.
Koovs (KOOV) will be seeking a renewal of permission for the issue of up to £18.9m of convertibles. In addition to the £8.9m which has previously been received, the Company remains in advanced negotiations to secure a term sheet from an investor committing to invest. Super bargepole.
Game Digital (GMD) FY rev down 4% (on 52w basis). EPS -7.1p (+1.5p). Trading for the first 15 weeks of the year has been ahead of Group plans.
Blue Prism Group (PRSM) FY trading: rev comfortably ahead of current consensus expectations of £21.8m and an adjusted EBITDA loss broadly in line with a f/c of £7.3m. Expects revenue for the current financial year to be above the upper end of the current analyst range. CFO leaves in Jan.
Walker Greenbank (WGB) warns FY profit likely to be ~10% lower than its expectations. Brand sales in the UK, excluding Clarke & Clarke, have weakened significantly against management's expectations.
Utilitywise (UTW) auditors need further independent review, results delayed from 21st Nov. No date given.


Notes (do not rely on the data)
MTFB: Price=38.75. Cap=102m. F/C for current FY*: EPS= -11.55, Prospective PE= -3.4, Revenue=NA.
Motif Bio is a clinical stage biopharmaceutical company. The Company is engaged in developing novel antibiotics designed to be effective against serious and life-threatening infections caused by multi-drug resistant bacteria.
KOOV: Price=25.51. Cap=46m. F/C for current FY*: EPS= -10.04, Prospective PE= -2.5, Revenue=NA.
Koovs is an online fashion retailer. The Company and its subsidiaries are engaged in supplying fashion garments and accessories for sale by a third party through a website in the Republic of India.
GMD: Price=42. Cap=72m. F/C for current FY*: EPS= -1.8, Prospective PE= -23.3, Revenue=NA.
GAME Digital is a specialist retailer of video games operating in the UK and Spain. It offers gaming and gaming-related products, including consoles, console digital content, and own-label accessories.
PRSM: Price=1341.5. Cap=841m. F/C for current FY*: EPS= -11.1, Prospective PE= -120.9, Revenue=NA.
Blue Prism Group operates in the field of robotic process automation. The Company supplies software robots that can be trained to automate routine back-office clerical tasks.
WGB: Price=175. Cap=128m. F/C for current FY*: EPS= 16.11, Prospective PE= 10.9, Revenue=NA.
Walker Greenbank is an interior furnishings group of companies. It designs, manufactures, markets and distributes wall-coverings, furnishing fabrics and associated products for the consumer market.
UTW: Price=44. Cap=35m. F/C for current FY*: EPS= 6.9, Prospective PE= 6.4, Revenue=NA.
Utilitywise acts as an intermediary for energy supplies to the commercial market. It is an energy & water cost management consultancy.

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

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Re: Mr's Smallcap Sweeps for Nov 2017

#96114

Postby MrContrarian » November 16th, 2017, 8:28 am

Smallcap Sweep. 16-Nov-17

Toople (TOOP) 4 month trading. Orders still increasing month on month. "Digital marketing strategy has increased monthly customer lead generation numbers by over 100% compared to June...Despite the competitive market, monthly revenues have consistently exceeded £100k." In line? No indication.
Eastern European Property (EEP) will consult with holders on options to maximise value, inc de-listing and seeking an anchor tenant for the principal property in the short-term to facilitate a more attractive disposal in the medium-term.
RedT Energy (RED) wins first sales in Asia of its energy storage system.
LXB Retail Properties (LXB) Progress after a number of delays and unexpected costs. Rushden Lakes enhanced planning consent now beyond challenge. "That, coupled with further letting progress reported below, means that the revised agreement providing for The Crown Estate to fund the next two phases at Rushden Lakes is now unconditional...90% of the Phase 2 space is pre-let, with a further 2% in solicitors' hands. Phase 3 is 63% pre-let following the recent signing of an agreement for lease with Wren Kitchens for a 12,000 sq ft unit and another 20% is currently in solicitors' hands."


Notes (do not rely on the data)
TOOP: Price=1.22. Cap=NA. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Toople provides telecommunication services in UK. The Company's services include business broadband, fibre, EFM & Ethernet data services, business mobile phones, cloud PBX and SIP Trunking and traditional services.
EEP: Price=38.58. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
RED: Price=10.26. Cap=80m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
RedT Energy and its subsidiaries develops and supplies durable & robust energy storage systems based on proprietary vanadium redox flow technology for on and off-grid applications.
LXB: Price=21.5. Cap=35m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.

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

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Re: Mr's Smallcap Sweeps for Nov 2017

#96409

Postby MrContrarian » November 17th, 2017, 7:44 am

Smallcap Sweep. 17-Nov-17

SimiGon (SIM) gets final regulatory approval for $2m order from Israeli Air Force. Exp rev in this FY.
Seeing Machines (SEE) AGM stmt reads like a gushing Oscars speech. "it's wonderful to offer people the opportunity to come to work knowing that, every day, they're saving lives...Over the last four years, our incredible founders and their teams of technical experts have leveraged Artificial Intelligence...to put us in a world leading position...I'd like to personally thank everyone for your incredible inputs into making the organisation what it is now today...We look forward to delivering the expectant [sic] returns that our broad stakeholders and shareholders deserve."


Notes (do not rely on the data)
SIM: Price=18.2. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SimiGon is a developer and supplier of modelling, simulation, and training solutions for defence and civilian applications. It offers SIMbox, a PC-based platform for creating, managing and deploying simulation-based content across multiple domains.
SEE: Price=5.38. Cap=111m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Seeing Machines provides operator monitoring and intervention sensing technologies and services for the automotive, mining, transport and aviation industries. It develops products to detect and manage driver fatigue and distraction.

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

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Re: Mr's Smallcap Sweeps for Nov 2017

#97075

Postby MrContrarian » November 20th, 2017, 8:08 am

Smallcap Sweep. 20-Nov-17

Xaar (XAR) Curse of second half weighting. Warns H1 rev broadly same as H1, due to poor orders and supply constraints.
Bagir Group (BAGR) warns H2 rev miss due to poor sales and deferring of deliveries. "2018 trading conditions are likely to remain challenging but the actions to reduce costs are expected to ensure that the Company remains profitable." Also "advanced negotiations with a leading global textile manufacturer, to form a strategic partnership which would involve a significant investment into the Company with the aim of expanding the Company's manufacturing base in Ethiopia..."
Bonmarche (BON) H1 in line. Exp FY in-line despite poor October.
AorTech (AOR) confirms press report that it has reached a settlement in principle with its Foldax case in Utah.
Ukrproduct Group (UKR) finds a Nomad, Strand Hanson. Trading resumes. Seems to specialise in AIM junior resource rubbish with a garnish of proper companies http://www.londonstockexchange.com/exch ... rokerId=97
Access Intelligence (ACC) trading. Rev up £450k in last 5 months, cf £200k in H1.
Tanfield Group (TAN) Snorkel Investment Update. "Snorkel were targeting double digit growth in 2017 from their UK manufacturing facility but, given the extent to which the US manufacturing facility is dependent upon Ahern Rentals as its principal customer, it was unclear at that stage whether there would be growth in that facility in 2017. While the Board has not been provided with any information that would allow it to ascertain the level of exact sales achieved by the US manufacturing facility, based on the overall growth in sales, the Board is of the opinion that the US manufacturing facility has likely achieved double digit growth so far this year...[expects] the investment in Snorkel will result in a return to shareholders in the future, however, at the current rate of growth, the Board continues to believe that it will likely not materialise until after 30 September 2018, when the outcome becomes uncertain and could therefore be greater or less than the current carrying value."


Notes (do not rely on the data)
XAR: Price=456.75. Cap=355m. F/C for current FY*: EPS= 14.56, Prospective PE= 31.4, Revenue=NA.
Xaar and its subsidiaries are engaged in the development of patented inkjet printing technology and manufactures piezoelectric drop-on-demand industrial printheads.
BAGR: Price=1.9. Cap=6m. F/C for current FY*: EPS= -0.58, Prospective PE= -3.3, Revenue=NA.
Bagir Group and its subsidiaries specialize in the manufacturing and marketing of men's and women's tailored fashion. The Company's products are marketed in Europe (mainly in the U.K.), the U.S. and in other countries.
BON: Price=91. Cap=44m. F/C for current FY*: EPS= 12.86, Prospective PE= 7.1, Revenue=NA.
Bonmarche Holdings is a women value retailer. The Company is engaged in selling clothing and accessories to mature women via its own store portfolio, website, mail order catalogues and through the Ideal World TV shopping channel.
AOR: Price=18. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AorTech International through its subsidiary is engaged in the development, exploitation & commercialization of biomedical polymer technology, components and medical devices.
UKR: Price=3.99. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
UKrproduct Group is engaged in the production & distribution of branded dairy foods & beverages in Ukraine and the export of milk powder.
ACC: Price=3. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Access Intelligence is a software and computer services company. The Company provides reputation and risk management software solutions and services to public and private sectors in the United Kingdom, the European Union, and internationally.
TAN: Price=13.26. Cap=21m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tanfield Group is an investment company.

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

RNSs
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Re: Mr's Smallcap Sweeps for Nov 2017

#97104

Postby Gengulphus » November 20th, 2017, 9:35 am

MrContrarian wrote:Xaar (XAR) Curse of second half weighting. Warns H1 rev broadly same as H1, due to poor orders and supply constraints.

I can think of better reasons why H1 rev will be the same as H1... ;-) But never mind - we know what you mean!

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Re: Mr's Smallcap Sweeps for Nov 2017

#97354

Postby CommissarJones » November 20th, 2017, 9:42 pm

MrContrarian wrote:Bagir Group (BAGR) warns H2 rev miss due to poor sales and deferring of deliveries. "2018 trading conditions are likely to remain challenging but the actions to reduce costs are expected to ensure that the Company remains profitable." Also "advanced negotiations with a leading global textile manufacturer, to form a strategic partnership which would involve a significant investment into the Company with the aim of expanding the Company's manufacturing base in Ethiopia..."


This company has form. Lest anyone forget, Bagir went public on 15 April 2014 ... and exactly one month later issued a stonking profit warning and said it was seeking a waiver from its banking covenants. Welcome to AIM!

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Re: Mr's Smallcap Sweeps for Nov 2017

#97417

Postby MrContrarian » November 21st, 2017, 8:07 am

Smallcap Sweep. 21-Nov-17

XLMedia (XLM) exp FY pretax beat.
Marshall Motor Holdings (MMH) closing 5 smaller dealerships with total rev £40m and pre-tax loss £1.3m (before central overhead charges). Closure costs are expected to be ~£6m inc £2m of non-cash items. Closure costs will be partly offset by the disposal of a surplus freehold property (Nissan Boston) and the realisation of working capital.
Ilika (IKA) H1 trading. Rev up 3x. Wow! To £1m with operating loss (excluding share based payment charge) of ~£1.4m (£1.9m). Oh. "The materials development programmes continue to provide a rich set of interactions with OEM partners." Rich as in not in money. Lots about its Stereax battery.
GYG (GYG) warns on FY due to deferral on some superyacht maintenance contracts. Exp rev at least €61m up 12%, EBITDA at least €7.08m, up 6%.
Defenx (DFX) CEO pushed aside to handle customer relationship. New CEO.
Empresaria Group (EMR) warns on FY due to reduced margins in Germany following the legislation changes, the impact of which has started to be felt earlier than previously anticipated and the Middle East still weak. Also sells non-core training business for £1m book loss.

Also Severfield (SFR) H1. FY expected to be comfortably ahead of previous expectations. Jaywing (JWNG) warns FY profits will be substantially below market expectations.

Notes (do not rely on the data)
XLM: Price=158.16. Cap=323m. F/C for current FY*: EPS= 10.38, Prospective PE= 15.2, Revenue=NA.
XLMedia is a digital publisher and marketing company. The Company attracts paying users from different online channels and directs them to online gambling operators.
MMH: Price=159. Cap=123m. F/C for current FY*: EPS= 28.6, Prospective PE= 5.6, Revenue=NA.
Marshall Motor Holdings is engaged in sale and repair of new and used vehicles and leasing of vehicles.
IKA: Price=20.1. Cap=15m. F/C for current FY*: EPS= -2.34, Prospective PE= -8.6, Revenue=NA.
Ilika discovers and develops novel materials for mass market applications. It develops materials for corrosion resistant alloys, metal catalysts and hydrogen storage alloys.
GYG: Price=131.11. Cap=61m. F/C for current FY*: EPS= 9.28, Prospective PE= 14.1, Revenue=NA.
DFX: Price=49. Cap=5m. F/C for current FY*: EPS= 17.77, Prospective PE= 2.8, Revenue=NA.
Defenx is a security software solutions company. The Company provides a trusted privacy and protection platform, taking aim at addressable market protecting smartphones and PCs against hackers and data loss.
EMR: Price=126.5. Cap=50m. F/C for current FY*: EPS= 14.15, Prospective PE= 8.9, Revenue=NA.
Empresaria Group provides staffing and recruitment services in UK, Continental Europe and Rest of the World.

* 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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Mr's Smallcap Sweeps for NOV 2017 - clip

#97472

Postby YeeWo » November 21st, 2017, 10:57 am

Pg 46 of The Times today is a reasonably in-depth synopsis of Accrol's problems. Are any board members holders of the business? The amounts of money needed to refinance the business are comparatively small! How have Management managed to place the business in the hands of HSBC with both Debt and Factoring being arranged via The Bank? On the basis the RI shares are being offered at 50p and the current SP is 44.5p clearly something doesn't sound quite right! All opinions gratefully received........

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Re: Mr's Smallcap Sweeps for NOV 2017

#97554

Postby PinkDalek » November 21st, 2017, 2:13 pm

YeeWo wrote:Pg 46 of The Times today is a reasonably in-depth synopsis of Accrol's problems. Are any board members holders of the business? The amounts of money needed to refinance the business are comparatively small! How have Management managed to place the business in the hands of HSBC with both Debt and Factoring being arranged via The Bank? On the basis the RI shares are being offered at 50p and the current SP is 44.5p clearly something doesn't sound quite right! All opinions gratefully received........


I haven't spotted Accrol mentioned in this Topic and haven't looked back but Paul Scott (aka paulypilot) talked about the placing earlier today at stockopedia :

https://www.stockopedia.com/content/sma ... rl-243363/

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Re: Mr's Smallcap Sweeps for NOV 2017

#97722

Postby MrContrarian » November 22nd, 2017, 7:51 am

Smallcap Sweep. 22-Nov-17
A dull day. Budget may provide a jolt.

Dotdigital Group (DOTD) buys Comapi, a fast-growing business focused on the omni-channel messaging and cloud communication market, for £11m plus up to £1.2m in share options to the management team over 2 years. Comapi revenue £7.8m and EBITDA of £1.2m.


Notes (do not rely on the data)
DOTD: Price=88. Cap=269m. F/C for current FY*: EPS= 2.77, Prospective PE= 31.8, Revenue=NA.
dotDigital Group provides email marketing and other SAAS related technology services to digital marketing professionals. The Company's product includes dotmailer, an email marketing automation platform.

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

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Re: Mr's Smallcap Sweeps for NOV 2017

#98072

Postby MrContrarian » November 23rd, 2017, 10:11 am

Smallcap Sweep. 23-Nov-17

Mountfield Group (MOGP) H1 trading. Net profit likely to exceed H1 and H2 2016. It won a number of contracts in H2 which are expected to be completed in 2018 so it will enter 2018 on a stronger basis than 2017. In line? Don't say. No f/c in mkt.
Telit Communications (TCM) warns FY adj EBITDA materially below previous guidance. Richard Kilsby (ex chmn of 88*). confirmed as chmn. Yosi Fait made permanent CEO. ""We are aware of the concerns raised regarding share trading undertaken by Yosi Fait in July 2017. We have absolute confidence in his integrity and believe, having examined the share trading with the assistance of external legal advice, on this basis that it was lawful."
Trader Media East (TME) Indirect subsidiary Pronto Media Holding (PMH) will close its digital operations. "As of 30.09.2017, TME has 5,8M-USD total consolidated revenue, with a net consolidated loss of 19.6M-USD, of which the major part of TME's losses occurred due the operations of PMH."


Notes (do not rely on the data)
MOGP: Price=1.77. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Mountfield Group is engaged in the construction and fit-out of Data Centres for the IT industry together with office fit-out and refurbishment. Its segments are Construction and Fit-out.
TCM: Price=189.39. Cap=246m. F/C for current FY*: EPS= 10.2, Prospective PE= 18.6, Revenue=NA.
Telit Communications develops, manufactures and distributes communication modules, which enable machines, devices and vehicles to communicate via cellular wireless networks.
TME: Price=NA. Cap=NA. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Trader Media East is engaged in classified advertising for real estate, automotive and recruitment businesses through daily and weekly newspapers, periodicals, magazines and internet services.

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

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