Re: MrC's Smallcap Sweeps for Mar 2021
Posted: March 29th, 2021, 7:48 am
Smallcap Sweep. 29-Mar-21
Destiny Pharma (DEST) positive results from Phase 2b study of XF-73 nasal gel as a new product for the prevention of the incidence of post-surgical infections. [SP=NA Cap=NA]
Gfinity (GFIN) Formal Sale Process ends with no sale. H1 rev up 212% and adj op loss down 71% at £0.9m. [SP=3.95 Cap=31m]
Catenae Innovation (CTAE) delays finals by up to 3 months. Guides FY(Sep) rev nil, loss flat at £832k. [SP=NA Cap=NA]
AJ Bell (AJB) guides H1(Mar) rev at least £6m above consensus of £136m. [SP=408.5 Cap=1677m]
Cerillion (CER) largest contract win to date, a 10-year agreement worth $18.4m from a network operator in Latin America. "The tender process for the contract was rigorous and extensive." Is that do dispel an doubt that it was somehow obtained easily? [SP=410 Cap=121m]
Nanoco (NANO) update on patent claim against Samsung. Trial set of Oct. Also Patent Trial and Appeal Board is expected to rule in May on whether it will grant Samsung's request to institute reviews of the five patents in the case. NANO needs to win both. [SP=21.5 Cap=66m]
Immunodiagnostic Systems (IDH) gets FDA Emergency Use Authorization for automated assay to detect IgG covid antibodies. [SP=180 Cap=52m]
Amryt Pharma (AMYT) hurdle passed for European Medicines Agency to review Oleogel-S10, a potential treatment for the cutaneous manifestations of Junctional and Dystrophic Epidermolysis Bullosa, a rare disease with no approved treatment. [SP=206 Cap=368m]
Bioventix (BVXP) H1(Dec) rev up 1% and pretax down 9% mainly due to FX related charges of £0.27m. Div up 20%. "We remain optimistic about our troponin revenue." [SP=4175 Cap=217m]
Arena Events (ARE) £11m placing at 14p, a 3% discount. for the potential acquisition of of Aztec Shaffer which is a US events co in Chapter 11. [SP=14.75 Cap=36m]
Fair Oaks Income (FAIR) reorganisation and placing programme: "a new class of 2021 Shares deployed through the new Master Fund III, while also offering an option to elect for Realisation Shares and establishing a twelve-month placing programme." [SP=0.63 Cap=338m]
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
Destiny Pharma (DEST) positive results from Phase 2b study of XF-73 nasal gel as a new product for the prevention of the incidence of post-surgical infections. [SP=NA Cap=NA]
Gfinity (GFIN) Formal Sale Process ends with no sale. H1 rev up 212% and adj op loss down 71% at £0.9m. [SP=3.95 Cap=31m]
Catenae Innovation (CTAE) delays finals by up to 3 months. Guides FY(Sep) rev nil, loss flat at £832k. [SP=NA Cap=NA]
AJ Bell (AJB) guides H1(Mar) rev at least £6m above consensus of £136m. [SP=408.5 Cap=1677m]
Cerillion (CER) largest contract win to date, a 10-year agreement worth $18.4m from a network operator in Latin America. "The tender process for the contract was rigorous and extensive." Is that do dispel an doubt that it was somehow obtained easily? [SP=410 Cap=121m]
Nanoco (NANO) update on patent claim against Samsung. Trial set of Oct. Also Patent Trial and Appeal Board is expected to rule in May on whether it will grant Samsung's request to institute reviews of the five patents in the case. NANO needs to win both. [SP=21.5 Cap=66m]
Immunodiagnostic Systems (IDH) gets FDA Emergency Use Authorization for automated assay to detect IgG covid antibodies. [SP=180 Cap=52m]
Amryt Pharma (AMYT) hurdle passed for European Medicines Agency to review Oleogel-S10, a potential treatment for the cutaneous manifestations of Junctional and Dystrophic Epidermolysis Bullosa, a rare disease with no approved treatment. [SP=206 Cap=368m]
Bioventix (BVXP) H1(Dec) rev up 1% and pretax down 9% mainly due to FX related charges of £0.27m. Div up 20%. "We remain optimistic about our troponin revenue." [SP=4175 Cap=217m]
Arena Events (ARE) £11m placing at 14p, a 3% discount. for the potential acquisition of of Aztec Shaffer which is a US events co in Chapter 11. [SP=14.75 Cap=36m]
Fair Oaks Income (FAIR) reorganisation and placing programme: "a new class of 2021 Shares deployed through the new Master Fund III, while also offering an option to elect for Realisation Shares and establishing a twelve-month placing programme." [SP=0.63 Cap=338m]
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