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Mr's Smallcap Sweeps for April 2018

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MrContrarian
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Mr's Smallcap Sweeps for April 2018

#129615

Postby MrContrarian » April 3rd, 2018, 7:50 am

Smallcap Sweep. 03-Apr-18 Air turbulence.

1Spatial (SPA) wins £1.6m contract over 5 years. Current T/O is £22m.
UKRproduct Group (UKR) expects to report increased FY revenue and gross margin. An overall loss for the year is expected, due to the negative impact of exchange rate differences. No forecasts.
Hornby (HRN) has stopped shooting itself in the foot after the supply debacle: "some trust is coming back with our retailers and customers." "There was an improvement in sales towards the end of the financial year as some of the European product started to arrive, but as expected, the Group sales and profits were lower than last year." Seeking a larger financing facility with new lender. Barclays gives covenant waiver. "Whilst we have managed to make a lot of progress in the first few months, there is still much more to do in terms of reducing costs, streamlining processes and adding routes to market."
Flybe Group (FLYB) Q4 load factors were up by 6.8 ppts to 73.5%. But weather in February and March led to airport closures and flight cancellations. Estimates hit of £4m rev inc. additional care and assistance costs. Very early indications of summer trading encouraging.
Air Partner (AIR) has overstated profit in last 8 years by failing to account for bad debts correctly. "Principally relates to the collection of receivables from customers and accounting for uncollected amounts since financial year 2010/11. Certain uncollected receivables were inappropriately offset against deferred income rather than being expensed to the income statement in the appropriate financial year. This is a non-cash item and has no bearing on the Company's cash balances." Total £3.3m. "At no point was a customer, operator or supplier impacted or disadvantaged. Further, the Group continues to maintain a strong net cash position."
IG Design Group (IGR) sells property for £2.5m for a gain of £1.1 - £1.3m.


Notes (do not rely on the data)
SPA: Price=2.9. Cap=19m. F/C for current FY*: EPS= -0.07, Prospective PE= -41.4, Revenue=NA.
1Spatial along with its subsidiaries is engaged in the development and sale of IT software along with related consultancy and support. The Company operates in segments including Geospatial and Cloud Services.
UKR: Price=4.25. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
UKrproduct Group is engaged in the production and distribution of branded dairy foods and beverages in Ukraine and the export of milk powder.
HRN: Price=23.03. Cap=31m. F/C for current FY*: EPS= 0.3, Prospective PE= 76.8, Revenue=NA.
Hornby is engaged in the business of hobby and toy products. The company develops, designs, sources, and distributes hobby and toy products under brands such as Hornby RailRoad, Skaledale, and Heico Modell.
FLYB: Price=33.5. Cap=73m. F/C for current FY*: EPS= -5.1, Prospective PE= -6.6, Revenue=NA.
Flybe Group is a passenger airline company operating in UK, Europe and few other parts of the World. Along with passenger transportation, Flybe also offers allied aviation services as well as training programmes.
AIR: Price=143. Cap=75m. F/C for current FY*: EPS= 7.8, Prospective PE= 18.3, Revenue=NA.
Air Partner is an aviation charter specialist and an expert in safety consulting and training. The Company offer its services to corporate customers, governments, airlines, defense organizations and aviation authorities.
IGR: Price=395.01. Cap=244m. F/C for current FY*: EPS= 21.5, Prospective PE= 18.4, Revenue=NA.
IG Design Group PLC, is a UK based company engaged in designing, manufacturing and distribution of product for celebrations and gifting which include product such as crackers, greeting cards, gift wrap, and stickers.

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

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

@MrContrarian

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Re: Mr's Smallcap Sweeps for April 2018

#129882

Postby MrContrarian » April 4th, 2018, 7:44 am

Smallcap Sweep. 04-Apr-18
Rhyl till chill thrill.

Collagen Solutions (COS) warns on FY as it fails to land a large contract. Guides rev £3.5m (£3.9m).
Mountfield Group (MOGP) wins £1.2m contract. 2016 rev was £9.6m.
Intercede Group (IGP) wins eleventh hour deal on 28 March worth $4.0m. $2.05m (£1.46m) will be recognised in the financial year ended 31 March 2018. Guides FY rev in line.
ULS Technology (ULS) CEO resigns to join Mortgage Advice Bureau. MD become CEO today.
Topps Tiles (TPT) trading: Q2 LFL down 2.2%. "While we estimate that short term weather factors blah blah blah account for around 1.6%...there has been a softening of the underlying market."
Ediston Property Investment Company (EPIC) leases unit to Iceland at Clwyd Retail Park in Rhyl. Great news for the hard of seeing in that sadly run down resort of my childhood as they peruse the frozen blocks of congealed hydrogenated vegetable oil, sugar and salt with giant £1, £2... price labels.


Notes (do not rely on the data)
COS: Price=3. Cap=10m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Collagen Solutions is a supplier, developer, and manufacturer of collagen-based biomaterials and medical devices, including tissue scaffolds for use in regenerative medicine. The company derives most of its revenue from North America.
MOGP: Price=1.26. Cap=2m. 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.
IGP: Price=23.15. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Intercede Group and its subsidiaries is an independent developer and supplier of identity and credential management software. The Company's products include MyID Identity and Credential Management System.
ULS: Price=158. Cap=105m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ULS Technology is a holding company. The Company provides SaaS online comparison service for for brokers, solicitors, estate agents, lenders, network/associations and customers.
TPT: Price=80.5. Cap=151m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Topps Tiles is engaged in the retail distribution of ceramic and porcelain tiles, natural stone, wood flooring and related products. It includes product such as bathroom tiles, kitchen tiles, floor tiles, wall tiles and other tools and essentials.
EPIC: Price=108. Cap=230m. 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 April 2018

#129937

Postby westmoreland » April 4th, 2018, 12:46 pm

MrContrarian wrote:Smallcap Sweep. 03-Apr-18 Air turbulence.

1Spatial (SPA) wins £1.6m contract over 5 years. Current T/O is £22m.
UKRproduct Group (UKR) expects to report increased FY revenue and gross margin. An overall loss for the year is expected, due to the negative impact of exchange rate differences. No forecasts.
Hornby (HRN) has stopped shooting itself in the foot after the supply debacle: "some trust is coming back with our retailers and customers." "There was an improvement in sales towards the end of the financial year as some of the European product started to arrive, but as expected, the Group sales and profits were lower than last year." Seeking a larger financing facility with new lender. Barclays gives covenant waiver. "Whilst we have managed to make a lot of progress in the first few months, there is still much more to do in terms of reducing costs, streamlining processes and adding routes to market."
Flybe Group (FLYB) Q4 load factors were up by 6.8 ppts to 73.5%. But weather in February and March led to airport closures and flight cancellations. Estimates hit of £4m rev inc. additional care and assistance costs. Very early indications of summer trading encouraging.
Air Partner (AIR) has overstated profit in last 8 years by failing to account for bad debts correctly. "Principally relates to the collection of receivables from customers and accounting for uncollected amounts since financial year 2010/11. Certain uncollected receivables were inappropriately offset against deferred income rather than being expensed to the income statement in the appropriate financial year. This is a non-cash item and has no bearing on the Company's cash balances." Total £3.3m. "At no point was a customer, operator or supplier impacted or disadvantaged. Further, the Group continues to maintain a strong net cash position."
IG Design Group (IGR) sells property for £2.5m for a gain of £1.1 - £1.3m.


Notes (do not rely on the data)
SPA: Price=2.9. Cap=19m. F/C for current FY*: EPS= -0.07, Prospective PE= -41.4, Revenue=NA.
1Spatial along with its subsidiaries is engaged in the development and sale of IT software along with related consultancy and support. The Company operates in segments including Geospatial and Cloud Services.
UKR: Price=4.25. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
UKrproduct Group is engaged in the production and distribution of branded dairy foods and beverages in Ukraine and the export of milk powder.
HRN: Price=23.03. Cap=31m. F/C for current FY*: EPS= 0.3, Prospective PE= 76.8, Revenue=NA.
Hornby is engaged in the business of hobby and toy products. The company develops, designs, sources, and distributes hobby and toy products under brands such as Hornby RailRoad, Skaledale, and Heico Modell.
FLYB: Price=33.5. Cap=73m. F/C for current FY*: EPS= -5.1, Prospective PE= -6.6, Revenue=NA.
Flybe Group is a passenger airline company operating in UK, Europe and few other parts of the World. Along with passenger transportation, Flybe also offers allied aviation services as well as training programmes.
AIR: Price=143. Cap=75m. F/C for current FY*: EPS= 7.8, Prospective PE= 18.3, Revenue=NA.
Air Partner is an aviation charter specialist and an expert in safety consulting and training. The Company offer its services to corporate customers, governments, airlines, defense organizations and aviation authorities.
IGR: Price=395.01. Cap=244m. F/C for current FY*: EPS= 21.5, Prospective PE= 18.4, Revenue=NA.
IG Design Group PLC, is a UK based company engaged in designing, manufacturing and distribution of product for celebrations and gifting which include product such as crackers, greeting cards, gift wrap, and stickers.

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

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

@MrContrarian


hornby strikes me as the sort of firm that could have been more proactive in trying to sell to for instance, the chinese market. you know, pushing the british heritage, royal family, that sort of thing.

the brands must have some intrinsic value? the balance sheet isn't in terrible condition as it's been propped up by new issued capital, so its new investors have taken the hit.

i don't think it has a long term future as an independent business - it will either go bust or get taken over IMO.

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Re: Mr's Smallcap Sweeps for April 2018

#130093

Postby MrContrarian » April 5th, 2018, 7:31 am

Smallcap Sweep. 05-Apr-18

Adept Telecom (ADT) guides slight FY beat in underlying EBITDA and rev.
Airea (AIEA) James Halstead considering making an offer.
Fastjet (FJET) Underlying FY trading broadly in line with expectations. Also buys three ATRs with shareholder loan of $12m at higher of LIBOR + 6.45% 8% until 30 June 2019 then higher of LIBOR + 8.45% or 10%. And this is for a secured loan!


Notes (do not rely on the data)
ADT: Price=321.2. Cap=77m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AdEPT Telecom is an independent provider of voice and data communication services to both domestic and business customers. It offers fixed line calls, line rental, mobile and data connectivity products to business and residential customers in the UK.
AIEA: Price=47. Cap=26m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AIREA is a specialist flooring company engaged in manufacturing, marketing and distributing floor coverings. Its product portfolio includes contract carpets, carpet tiles, tufted carper, and floor coverings sold under burmatex and Ryalux brands.
FJET: Price=17.8. Cap=93m. F/C for current FY*: EPS= -3.57, Prospective PE= -5.0, Revenue=NA.
FastJet provides airline services. It is a holding company for a low-cost airline which operates flights under the fastjet brand in Tanzania using a fleet of three Airbus A319 aircraft.

* 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 April 2018

#130304

Postby MrContrarian » April 6th, 2018, 7:42 am

Smallcap Sweep. 06-Apr-18

Local Shopping REIT (LSR) has sold 18 properties for £4.6m, 1.7% below book and 5% below after costs.
Quadrise Fuels (QFI) as expected, Saudi paperwork not signed for MSAR trial. Holds a slim hope will proceed with a delayed timescale. Maybe they were greasing palms with MSAR instead of the normal paper lubricant.
Abaco Capital (ABA) will go ahead with members' voluntary liquidation and delisting.
Motorpoint Group (MOTR) guides FY rev up 18% and U/L pretax at the upper end of market expectations. A great result. I thought they'd struggle with lower new car sales resulting in lower used volumes pushing through.
Shield Therapeutics (STX) FDA has provided Shield with the necessary guidance to progress submission of an NDA for Feraccru without conducting additional pivotal clinical trials. Also Shield is considering a range of partnering structures in the EU that could likely include upfront payments.
Avanti Comms Group (AVN) good news for once as its heavily boosted (geddit?) high data capacity HYLAS4 satellite is launched. It would be churlish to point out that they are only using a fraction of existing data capacity, so I will.


Notes (do not rely on the data)
LSR: Price=31.21. Cap=26m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Local Shopping REIT (The) is a real estate investment trust. It owns a diversified portfolio comprising local shopping assets in urban and suburban centres throughout the United Kingdom.
QFI: Price=3.8. Cap=32m. F/C for current FY*: EPS= -0.09, Prospective PE= -42.2, Revenue=NA.
Quadrise Fuels International is engaged in the manufacturing and marketing of emulsion fuel for use in power generation, industrial and marine diesel engines and steam generation applications.
ABA: Price=1.44. Cap=18m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Abaco Capital is a cash shell company.
MOTR: Price=217. Cap=217m. F/C for current FY*: EPS= 17.56, Prospective PE= 12.4, Revenue=NA.
Motorpoint Group an independent vehicle retailer engaged in the business of selling nearly-new vehicles which are up to two years old & covered less than 15,000 miles. It operates from 12 retail sites in UK. It also operates Auction4Cars.com.
STX: Price=15. Cap=16m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Shield Therapeutics is focused on the development and commercialization of late-stage, hospital-focused pharmaceuticals. It is a specialty pharmaceutical company.
AVN: Price=11.4. Cap=19m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Avanti Communications Group is a provider of satellite data communications services in Europe, the Middle East, and Africa. The company sells satellite broadband services to customers.

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

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

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Re: Mr's Smallcap Sweeps for April 2018

#131050

Postby MrContrarian » April 10th, 2018, 7:48 am

Smallcap Sweep. 10-Apr-18

Omega Diagnostics Gp (ODX) trading: warns FY rev down 5%, adj pretax -£0.7m . Will close 2 sites to cut losses at cash cost of £0.6m max.
Tricorn Group (TCN) guides FY adj pretax beat. Rev up 20%.
hVIVO plc (HVO) notes the 'sudden and extreme fall' in its share price and confirms that it knows of no reason for such a fall. The 90% fall in 3 years has been more measured and no doubt deserved.
Elektron Technology (EKT) Contracted annual recurring revenue for Checkit now over £1m, which is ahead of management expectations.
D4T4 Solutions (D4T4) has secured a number of high quality contracts in Q4 so expects to report a very strong trading performance in H2. Expect revenue and adjusted pretax ahead YoY. House broker F/C guides adj EPS up 1% but is 10 months old!
Ramsdens Holdings (RFX) guides FY slightly ahead of expectations.


Notes (do not rely on the data)
ODX: Price=14. Cap=12m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Omega Diagnostics Group provides in-vitro diagnostics (IVD) products for use in hospitals, blood banks, clinics and laboratories and specializes in the areas of allergy and autoimmune, food intolerance and infectious diseases.
TCN: Price=22.99. Cap=9m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tricorn Group is a developer and manufacturer of pipe and tubing assemblies supplying markets in the Energy and Transportation sectors.
HVO: Price=22. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
hVIVO is a specialty biopharma company. It provides technology platform of human disease models to accelerate drug discovery and development in respiratory and infectious diseases.
EKT: Price=28. Cap=147m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Elektron Technology designs, manufactures and markets products that connect, monitor and control. Its segments include Bulgin, Checkit and Instrumentation, Monitoring and Control (IMC).
D4T4: Price=108.59. Cap=44m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
D4t4 Solutions provides products and services for data management, collection, analytics and data solutions.
RFX: Price=183.75. Cap=59m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Ramsdens Holdings is provider of financial services and retailer. Its segments include foreign currency exchange, pawnbroking loans, precious metals buying and selling and retailing of second hand and new jewellery.

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

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

@MrContrarian

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Re: Mr's Smallcap Sweeps for April 2018

#131346

Postby MrContrarian » April 11th, 2018, 8:26 am

Smallcap Sweep. 11-Apr-18

Air Partner (AIR) shenanigans update: total restatement will be <£4m. "The Board believes that no shareholder should be further disadvantaged by the impact of this matter... intends to recommend that the final dividend payable for the year will be 3.8p." Reiterates underlying pre-tax guidance of not less than £6.4m. Review ongoing.
SRT Marine Systems (SRT) guides FY rev up 22%, pre exceptional pretax £1.3m, broadly in line with market expectations. "These results reflect the excellent progress we have made across all our business operating segments." Well, as a holder, I ain't dancing yet.


Notes (do not rely on the data)
AIR: Price=83.6. Cap=44m. F/C for current FY*: EPS= 7.8, Prospective PE= 10.7, Revenue=NA.
Air Partner is an aviation charter specialist and an expert in safety consulting and training. The Company offer its services to corporate customers, governments, airlines, defense organizations and aviation authorities.
SRT: Price=23.5. Cap=31m. F/C for current FY*: EPS= 0.9, Prospective PE= 26.1, Revenue=NA.
SRT Marine Systems is engaged in development & supply of Automatic Identification System based maritime domain awareness technologies, derivative product & system solutions for use in maritime applications.

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

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

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Re: Mr's Smallcap Sweeps for April 2018

#131590

Postby MrContrarian » April 12th, 2018, 7:37 am

Smallcap Sweep. 12-Apr-18

Mothercare (MTC) Q4 LFLs better than Q3: UK stores -2.8%, website +7.2%. Group total rev -0.3%. Guides FY in line. Still in financing talks.
Chamberlin (CMH) guides FY EBIT £0.4m, ahead of current market expectations.
Solid State (SOLI) Guides FY pretax in line at £3m. Rev slightly ahead of expectations at over £45.5m at 15%.
QUIZ (QUIZ) Guides FY rev & gross margin in line but operating costs slightly higher than planned.


Notes (do not rely on the data)
MTC: Price=17. Cap=29m. F/C for current FY*: EPS= 0.33, Prospective PE= 51.5, Revenue=NA.
Mothercare is a global retailer of products for parents and young children. It offers a wide range of products including strollers, car seats, furniture, bedding, bathing equipment, clothing, footwear, and toys.
CMH: Price=60. Cap=4m. F/C for current FY*: EPS= -1.7, Prospective PE= -35.3, Revenue=NA.
Chamberlin is engaged in the production and sale of iron castings. Its products include a variety of sizes and metal grades, and manufactures and sells light engineering products, predominantly into safety and security markets.
SOLI: Price=378.4. Cap=29m. F/C for current FY*: EPS= 34.5, Prospective PE= 11.0, Revenue=NA.
Solid State supplies specialist electronics equipment which include high tolerance and tailor made battery packs, specialist electronic components, specialist antennas, industrial/rugged computers and secure communications systems.
QUIZ: Price=150. Cap=186m. F/C for current FY*: EPS= 6.25, Prospective PE= 24.0, Revenue=NA.
QUIZ is an omni-channel fast fashion womens wear brand. It focus on occasion wear and dressy casual wear offering clothes, footwear and accessories. Its segments include Occasion wear, Dressy casual, and Footwear.

* 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 April 2018

#131776

Postby Clitheroekid » April 12th, 2018, 8:48 pm

MrContrarian wrote:SRT Marine Systems (SRT) guides FY rev up 22%, pre exceptional pretax £1.3m, broadly in line with market expectations. "These results reflect the excellent progress we have made across all our business operating segments." Well, as a holder, I ain't dancing yet.

I'm not only not dancing I'm absolutely furious with myself. Having made quite substantial capital gains in 2017/18 I was looking round for some losses to crystallise, and I came across my SRT shares. I'd bought a lot over the years at various prices, but I had quite a few that on 5 April were showing a loss.

I therefore sold them to crystallise the loss, intending to buy them back in my ISA. Unfortunately, due to `events' I forgot to do so, and when I next looked at them the price had increased quite a bit.

Having held these shares for years I knew that they tended to drift back as boredom resumed, so I held off buying, but in the last couple of days they've risen quite a bit higher.

Although I still have quite a few in my ISA I'm really frustrated, as the loss that I realised is worth about a quarter of the gain I've now lost! :evil:

So I'm now in a dilemma. Do I buy back in at the significantly increased price, or hope that the traditional price fade will happen so that I can buy them back at a lower level?

The only thing I'm sure about is that whichever decision I make it's bound to be wrong!

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Re: Mr's Smallcap Sweeps for April 2018

#131843

Postby MrContrarian » April 13th, 2018, 7:39 am

Smallcap Sweep. 13-Apr-18
Air today, gone tomorrow.

Air Partner (AIR) CFO resigns, will remain available to contribute to the ongoing review.
Trakm8 (TRAK) FY trading: rev up 13%. The core Solutions business rev up 26%. Net debt down £0.5m. Profit, EBITDA etc of no concern to you, shareholder. Outlook 'confident'.
Low & Bonar (LWB) Q1 rev up "Raw material cost increases have had a negative impact in the first quarter and actions have been taken to mitigate these through increased selling prices, although the benefit of this is likely to be realised in the second half." Guides FY in line but with a much greater H2 weighting.


Notes (do not rely on the data)
AIR: Price=95. Cap=48m. F/C for current FY*: EPS= 7.8, Prospective PE= 12.2, Revenue=NA.
Air Partner is an aviation charter specialist and an expert in safety consulting and training. The Company offer its services to corporate customers, governments, airlines, defense organizations and aviation authorities.
TRAK: Price=105. Cap=41m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Trakm8 Holdings is a UK based Big Data company. The company through its subsidiaries is engaged in manufacturing, marketing, and distribution of vehicle telematics equipment and services.
LWB: Price=56.6. Cap=186m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Low & Bonar manufactures and supplies performance materials to create yarns, fibers, industrial and coated fabrics, and composite materials. The majority of the revenue is from selling coated fabrics to various 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 April 2018

#132429

Postby MrContrarian » April 16th, 2018, 7:52 am

Smallcap Sweep. 16-Apr-18

ECSC Group (ECSC) The Gooch made a NED. Elizabeth 'Because I'm worth it' Gooch MBE was founder & CEO of EG Solutions. She phoned me once to justify her enormous remuneration. That's a half hour I'll never get back.
Itaconix (ITX) Q1 rev up 8%. How much is 8%? £11k. "The Board is confident, subject to the availability of further funding, that the Company is well positioned to continue to deliver revenue growth through 2018 in line with expectations." No thanks.
Carr's Group (CARR) H1 slightly exceeded the Board's expectations and guides FY similarly.


Notes (do not rely on the data)
ECSC: Price=89.9. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ECSC Group provides cyber security services. Its solutions include incident response, technical penetration testing, cyber security reviews, managed services and consulting to help clients achieve ISO 27001 information security certification.
ITX: Price=5. Cap=3m. F/C for current FY*: EPS= -5.77, Prospective PE= -0.9, Revenue=NA.
Itaconix designs and manufactures proprietary specialty polymers to improve the performance of its customer’s and partner’s products. It primarily serves the Household, Personal Care, and Industrial sectors.
CARR: Price=140. Cap=125m. F/C for current FY*: EPS= 12.18, Prospective PE= 11.5, Revenue=NA.
Carr's Group along with its subsidiaries manufactures cereals and farm livestock products. The company operates through segments including Agriculture and Engineering.

* 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 April 2018

#132729

Postby MrContrarian » April 17th, 2018, 9:17 am

Smallcap Sweep. 17-Apr-18

Findel (FDL) guides FY performance at the upper end of market expectations: pretax £26m to £26.5m.
Dialight (DIA) AGM stmt. "As expected, these actions [to resolve production problems] are yet to yield significant results in the fulfilment of outstanding orders, although we have made progress in service levels of our smaller product lines. We are confident of an overall significant improvement in our operations over the coming months. The Board continues to expect the Group's results for 2018 to be heavily weighted to H2 reflecting the successful resolution of the issues." Downside risk.
Christie Group (CTG) FY rev up 11%, operating profit before exceptional items £3.8m (£1.1m) broadly in line with expectations. "We continued to deal with some challenges in our SISS division but, having made significant progress in this division in recent months, we are optimistic of its prospects for 2018." Guides H1 significantly ahead YoY.


Notes (do not rely on the data)
FDL: Price=263.96. Cap=228m. F/C for current FY*: EPS= 24.27, Prospective PE= 10.9, Revenue=NA.
Findel is a merchandise supplier to the home and education sectors which basically operates with three business segments Express Gifts, Findel Education, and Overseas Sourcing.
DIA: Price=514. Cap=167m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Dialight manufactures and sells light-emitting diode (LED) lighting fixtures for use in hazardous and industrial locations including the oil and gas and mining sectors. Its segments are Lighting, and Signals and Components.
CTG: Price=125. Cap=36m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Christie Group offers a portfolio of professional business services for the leisure, retail and care sectors. It include surveying, valuation, agency, consultancy, finance, insurance, stock control and business software solutions.

* 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 April 2018

#132960

Postby MrContrarian » April 18th, 2018, 7:32 am

Smallcap Sweep. 18-Apr-18

Newmark Security (NWT) Safetell wins £1.5m contract extension.
Petards Group (PEG) AGM stmt: Q1 rev slightly ahead of management's expectations and almost 15% up.
Vianet Group (VNET) guides FY profits broadly in line with market expectations and up on 2017's £3.32m.
System1 Group (SYS1) guides FY pretax £1.6m to £2.0m. As previously announced, trading during 2017/18 has been disappointing.
Animalcare Group (ANCR) warns on 2018 due to the impact on gross margins of a changing sales mix and competitive pressures. Earnings, whilst still significantly ahead of the prior year, will be below market expectations.


Notes (do not rely on the data)
NWT: Price=0.83. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Newmark Security is engaged in the design, manufacture and supply of products and services for the security of assets and personnel. It has two main reportable segments, which are electronic division and asset protection division.
PEG: Price=25.5. Cap=12m. F/C for current FY*: EPS= 2.01, Prospective PE= 12.7, Revenue=NA.
Petards Group is engaged in development, supply and maintenance of technologies used in security, surveillance and ruggedised electronic applications.
VNET: Price=139.6. Cap=51m. F/C for current FY*: EPS= 7.9, Prospective PE= 17.7, Revenue=NA.
Vianet Group is engaged in the designing, product development, sale and rental of fluid monitoring and machine monitoring equipment, together with the provision of data management and related services, both to the leisure and petrol forecourt trade.
SYS1: Price=297.35. Cap=36m. F/C for current FY*: EPS= 2.66, Prospective PE= 111.8, Revenue=NA.
System1 Group provides online market research services. Its flagship services include System1 Ad Testing and Brand Tracking. It operates in the US, United Kingdom, Continental Europe, Asia, Brazil and Australia.
ANCR: Price=261.2. Cap=147m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Animalcare Group is a veterinary drugs company in the UK. It supplies licensed veterinary medicines and companion animal identification products and services to veterinary professionals.

* 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 April 2018

#133174

Postby MrContrarian » April 19th, 2018, 7:47 am

Smallcap Sweep. 19-Apr-18

Gattaca (GATC) H1. Guides FY U/L pretax 15% below its previous expectations due to "changes being implemented in the Technology division in the coming months, alongside the economic challenges"
Trifast (TRI) guides FY U/L pretax slightly ahead of mgmt expectations.
IDOX (IDOX) AGM stmt H1 will be "well below the same period last year, reflecting the impact of the first quarter disruption, changes in revenue recognition as announced at the final results in March, and a seasonal skew to the second half as in most prior years. The completion of our reorganisation, which is expected to deliver annualised savings of c. £7m, and the benefit of the strong sales performance...Board remains confident that the Group will deliver an improved performance in the current year in line with market expectations."
hVIVO (HVO) FY and CEO resigns ('stepping down') immediate effect. Boilerplate thanks. FY looks OK with a quick skim.
Angle (AGL) US cancer center uses Parsortix system. "Unique capabilities of ANGLE's Parsortix system address a key aim of precision medicine to test drugs outside the patient to determine which drugs will benefit the patient. Work highlights another major opportunity for the use of ANGLE's Parsortix system in breast cancer post FDA clearance."
Science Group (SAG) AGM stmt: guides FY adjusted operating profit ahead of market expectations. Panmure Gordon replaces Numis as nomad.
Debenhams (DEB) H1. Guides FY at lower end of market expectations. CFO is off. I'm short.


Notes (do not rely on the data)
GATC: Price=193. Cap=61m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Gattaca is a recruitment services provider with the focus on the Engineering and Technology sector. It provides a variety of workforce solutions to various clients in the UK and internationally.
TRI: Price=266. Cap=327m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Trifast engineers, manufactures and distributes industrial fastenings and category C components to industries and customers. Its products are used in automotive, electronics and domestic appliances.
IDOX: Price=29.5. Cap=126m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
IDOX is a provider of application to the United Kingdom local government related to land, people and property. In addition, it provides software solutions to the public and private sector.
HVO: Price=23.5. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
hVIVO is a specialty biopharma company. It provides technology platform of human disease models to accelerate drug discovery and development in respiratory and infectious diseases.
AGL: Price=45.07. Cap=49m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ANGLE is a commercially driven specialist medical diagnostic company with pioneering products in cancer diagnostics and foetal health. The Company's product includes Parsortix cell separation system.
SAG: Price=204. Cap=79m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Science Group through its subsidiaries provides independent advisory and product development services focused on science and technology initiatives.
DEB: Price=23.32. Cap=286m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Debenhams through its subsidiaries is engaged in the sale of fashion clothing and accessories, beauty and gifting products and products for use in the home.

* 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 April 2018

#133399

Postby MrContrarian » April 20th, 2018, 7:40 am

Smallcap Sweep. 20-Apr-18

Omega Diagnostics (ODX) as signed a global distribution agreement with Immunodiagnostic Systems Limited for its Allersys range of allergy assays. "Whilst we expect modest sales growth in the short term as we work together to further expand our menu, we are excited that with our development capability and IDS instrument and commercial expertise we can make a significant difference within the Allergy testing market."
Mobile Streams (MOS) has to give 18% disc to a raise a measly £105k.
Amphion Innovations (AMP) two NEDs inc chmn scarper with immediate effect. CEO thanks them (for their service, not for leaving).
Symphony Environment (SYM) dep. chmn was interviewed on Sky News yesterday "in response to the announcement that the UK Government are considering banning single use plastic items such as plastic straws, stirrers and cotton buds." And this isn't even an RNS Reach (non-price sensitive news)!
Leaf Clean Energy (LEAF) wins only $1 damages in its claim against Invenergy Wind. Makes NAV 28.17p/sh. Chmn extremely disappointed in the judgement.


Notes (do not rely on the data)
ODX: Price=8.85. Cap=5m. F/C for current FY*: EPS= 0, Prospective PE= NA, Revenue=NA.
Omega Diagnostics Group provides in-vitro diagnostics (IVD) products for use in hospitals, blood banks, clinics and laboratories and specializes in the areas of allergy and autoimmune, food intolerance and infectious diseases.
MOS: Price=1.35. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Mobile Streams is engaged in the sale of mobile content through Multi-National Organisation's, the sale of mobile content over the internet and the provision of consulting and technical services.
AMP: Price=1.25. Cap=1m. 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 commercialize their intellectual property.
SYM: Price=20.7. Cap=34m. F/C for current FY*: EPS= 0.1, Prospective PE= 207.0, Revenue=NA.
Symphony Environmental Technologies develops and markets environmental plastic products. The company also supplies other flexible polythene and related conventional products. Its products include d2w, d2Detector, d2p, and d2t.
LEAF: Price=26.89. Cap=NA. 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 April 2018

#134022

Postby MrContrarian » April 23rd, 2018, 7:48 am

Smallcap Sweep. 23-Apr-18
Paragon pedestrian progress professing pisspoor past performance.

Safestyle UK (SFE) warns again 4 weeks after last one. New competitor really hurtng them now. Guides FY rev and underlying pretax significantly below current market expectations. Has cancelled propoese final div of 7.5p. Chmn resigns.
D4T4 Solutions (D4T4) FY trading: rev c.£20m with adj. profits slightly exceeding management expectations. Which are what?
Paragon Entertainmnt (PEL) warns on FY nearly 4 months after FY end! "As the work on the results for the year to 31 December 2017 moves to completion..." Busy watching box sets are you? Guides rev broadly in line but EBITDA only £200k due to major cost overruns in the design, manufacture and delivery on two large projects delivered during Q4. Will slash costs by £400k PA. Uninvestable.


Notes (do not rely on the data)
SFE: Price=80. Cap=66m. F/C for current FY*: EPS= 11.6, Prospective PE= 6.9, Revenue=NA.
Safestyle UK manufactures and installs replacement doors and windows. Its products include double glazed doors and windows which are marketed under the EcoDiamond brand.
D4T4: Price=155. Cap=63m. F/C for current FY*: EPS= 10.1, Prospective PE= 15.3, Revenue=NA.
D4t4 Solutions provides products and services for data management, collection, analytics and data solutions.
PEL: Price=2.03. Cap=4m. F/C for current FY*: EPS= 0.1, Prospective PE= 20.3, 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.

* 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 April 2018

#134298

Postby MrContrarian » April 24th, 2018, 7:38 am

Smallcap Sweep. 24-Apr-18
Normal service resumed at MPL ie delay in opening.

Palace Capital (PCA) Guides FY adj pretax, allowing for the major acquisition and fundraise, likely to be ahead of market expectations (before profits on disposals and any revaluation gains). Will go it alone at Hundon House, York - had wanted JV.
Mercantile Ports & Log (MPL) still hasn't received customs' clearance."As a result of the date of revenue receipts being later than anticipated, the Company has, pending receipt of customs' clearance, reduced the level of expansion activity on site, particularly in the expensive workstream of land reclamation...Theipeline that runs across the mouth of Karanja creek and which currently limits the draft capacity of vessels using the port, is proposed to be moved by the Government...we hope would be within the next three to four years, the Company's facility will, after additional dredging, be capable of receiving vessels with a draft of up to 11m." Nikhil Gandhi said "We are now very close to receiving our first paying vessel." Uninvestable for me.
Imimobile (IMO) FY trading. Rev ahead of market expectations, up over 45%, EBITDA and PAT in line.
Vitesse Media (VIS) warns pre-excep loss £380k, bigger than guided in Jan. FD says will resign, will stay till prelims out. He is not thanked.


Notes (do not rely on the data)
PCA: Price=326. Cap=131m. F/C for current FY*: EPS= 20.21, Prospective PE= 16.1, Revenue=NA.
Palace Capital is an investment company. The principal activity of the company is property investment, predominately in key regional towns and cities within the UK.
MPL: Price=2.55. Cap=10m. F/C for current FY*: EPS= -0.76, Prospective PE= -3.4, Revenue=NA.
Mercantile Ports and Logistics develops, owns and operates port and logistics facilities in India. The Company's project is at Karanja Creek in the Raigad district of Maharashtra.
IMO: Price=279.4. Cap=173m. F/C for current FY*: EPS= 11.24, Prospective PE= 24.9, Revenue=NA.
IMImobile is a technology company. The Company provides software and services which help businesses to capitalize on the growth in mobile communication.
VIS: Price=3.06. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Vitesse Media is engaged in offering campaigns, lead generation, specialist events including event management and research projects through its websites, apps, events and other publications across London, the UK, and Europe.

* 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 April 2018

#134602

Postby MrContrarian » April 25th, 2018, 7:40 am

Smallcap Sweep. 25-Apr-18
Mission statements don't make money.

Countrywide (CWD) Q1 rev down 10%. "The Group has moved swiftly to restore expertise in Sales and Lettings following the appointment of Paul Creffield as Group Operations Director...In Sales, we have seen an improvement in both the register of properties available for sale and in our market share of listings compared with Q4 2017. In Lettings, our share of listings is also ahead of Q4 2017."
Franchise Brands (FRAN) Q1 trading marginally ahead of management's expectations. No of jobs completed by Metro Rod and Metro Plumb up 16%, although the average order size was slightly lower.
Water Intelligence (WATR) Q1 rev up 40%, pretax up 50%. "Comfortably in-line with our expectations."
Crawshaw Group (CRAW) FY rev up 1%. Pretax pre exceptional & write offs -£1.9m (-£1.4m). Recent 12 weeks: high street has remained challenging but factory shop format continues to perform well. "Our Mission: To use our expertise to source, prepare, produce and retail quality fresh meat products at a price and a service level that continues to delight our customers." You are just a butchers. What about delighting shareholders?


Notes (do not rely on the data)
CWD: Price=102. Cap=255m. F/C for current FY*: EPS= 6.98, Prospective PE= 14.6, Revenue=NA.
Countrywide along with its subsidiaries is an integrated, full service residential estate agency and property services group in the UK. It offers estate agency and lettings services, together with a range of complementary services.
FRAN: Price=69. Cap=63m. F/C for current FY*: EPS= 2.89, Prospective PE= 23.9, Revenue=NA.
Franchise Brands is an international multi-brand franchiser. Its brands include ChipsAway, Ovenclean and MyHome. The Company's services include Marketing, Franchise Support, and Franchise Recruitment.
WATR: Price=235. Cap=47m. F/C for current FY*: EPS= 6.59, Prospective PE= 35.7, Revenue=NA.
Water Intelligence is a provider leak detection and remediation services. The Group intends to be a "one-stop" shop for solutions (including products) for residential, commercial and municipal customers.
CRAW: Price=4.8. Cap=6m. F/C for current FY*: EPS= -1.51, Prospective PE= -3.2, Revenue=NA.
Crawshaw Group through its subsidiaries operates a chain of meat focused retail food stores. The company has around 50 retail locations across Yorkshire, Lincolnshire, Nottinghamshire, Derbyshire, the North West and the Midlands.

* 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 April 2018

#134836

Postby MrContrarian » April 26th, 2018, 7:45 am

Smallcap Sweep. 26-Apr-18 from Mello2018 investor event

Park Group (PKG) guides FY marginally below market expectations due to delayed roll out of a significant contract with a corp. client.
Braveheart Investment Group (BRH) FY trading: "expect a substantial increase in the value of its investment portfolio, primarily in its investments in Paraytec Limited and Kirkstall Limited. In addition, trading at Viking Fund Managers is expected to show a slight improvement on the last FY."
ULS Technology (ULS) guides FY ahead of market expectations, with revenue up 38% and adjusted pretax up approximately 25%. Only a slight beat on F/C though.
LSL Property Services (LSL) Q1 slightly below the Board's expectations but guides FY in line with the Board's expectations.
Akers Biosciences (AKR) terminated Dr. Raymond F. Akers as Executive Chairman and as Chief Scientific Director and Secretary of the Company. He continues as a NED! "For more information... Tel. +1 856 848 8698." More information? Like,er, why?


Notes (do not rely on the data)
PKG: Price=81.5. Cap=151m. F/C for current FY*: EPS= 5.61, Prospective PE= 14.5, Revenue=NA.
Park Group is a multi-retailer which delivers gift voucher and prepaid gift card as well as rewards and prepaid products to UK consumers and corporates. It is engaged in providing gift cards, vouchers, employee rewards and Christmas savings scheme.
BRH: Price=15. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Braveheart Investment Group provides debt/equity and advisory services to SMEs and services the investment requirements of business angels, high net worth individuals, family offices, and public sector organizations.
ULS: Price=149. Cap=96m. F/C for current FY*: EPS= 6.4, Prospective PE= 23.3, Revenue=NA.
ULS Technology is a holding company. The Company provides SaaS online comparison service for for brokers, solicitors, estate agents, lenders, network/associations and customers.
LSL: Price=261. Cap=268m. F/C for current FY*: EPS= 25.13, Prospective PE= 10.4, Revenue=NA.
LSL Property Services provides residential property services to consumers. Some of its offerings include residential sales, lettings, surveying, conveyancing and advice on mortgages and non-investment insurance products.
AKR: Price=40.02. Cap=29m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Akers Biosciences Inc is engaged in the development and sale of disposable diagnostic testing device. The Company develops, manufactures, and supplies rapid, point-of-care screening and testing products.

* 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 April 2018

#135031

Postby MrContrarian » April 27th, 2018, 7:50 am

Smallcap Sweep. 27-Apr-18 from Mello2018 investor event.

LMS Capital (LMS) Q1 NAV 75p/sh down 5p in Q. Mostly down to strengthening of sterling against the Dollar and decreases in prices of quoted holdings.
Scientific Digital Imaging (SDI) guides FY revenue, adjusted and reported pretax to be moderately ahead of previous expectations. In addition, adjusted and reported pretax is expected to benefit from a reduced tax charge which includes increased R&D tax credits.
Porta Communications (PTCM) CEO has left the Group with immediate effect. He is not thanked. Appoints joint CEOs. "The appointments mark a significant strategic step for Porta aimed at creating a more integrated global operation." So a CEO sacking(?) is not price sensitive? They obv. knew ages ago.
Raven Russia (RUS) As mooted, tender offer at 52p but only for 1/17th of shares.
Harvey Nash Group (HVN) FY ahead of expectations, which were raised four times over the course of the year. EPS 4.74p (8.70p). Core EPS 11.46p (8.86p), excludes non-recurring items and the impact of offices closed during the current financial year. Final div 2.652 up 5%. Op C/F only £0.6m down 96% though. Outlook - "We are encouraged by the strong trading momentum in the second half of the year to January 2018 which has continued into the current year."
Avanti Comms Group (AVN) £0.17m raised in open offer shares, a 4% take up. The OO price was 11.225p so who are the mugs who bought way above mkt price?


Notes (do not rely on the data)
LMS: Price=48. Cap=39m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SDI: Price=36. Cap=53m. F/C for current FY*: EPS= 2, Prospective PE= 18.0, Revenue=NA.
Scientific Digital Imaging designs and manufactures scientific and technology products for use in applications including life sciences, healthcare, astronomy, consumer manufacturing and art conservation.
PTCM: Price=2.45. Cap=7m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Porta Communications provides communications, marketing, design, advertising and analytical services. The company mainly provides offers public relations, public affairs, media buying, advertising, marketing and corporate branding services.
RUS: Price=43.1. Cap=512m. F/C for current FY*: EPS= 3.56, Prospective PE= 12.1, Revenue=NA.
Raven Russia acquires, develops and leases commercial properties in Russia. It is also engaged in provision of warehousing, transport, customs brokerage and sale of residential property in the United Kingdom.
HVN: Price=96.8. Cap=72m. F/C for current FY*: EPS= 10.69, Prospective PE= 9.1, Revenue=NA.
Harvey Nash Group is a comprehensive staffing solutions provider mainly to the European market. Its suite of services includes recruitment, outsourcing, payroll services and software support to its clients globally.
AVN: Price=6.63. Cap=14m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Avanti Communications Group is a provider of satellite data communications services in Europe, the Middle East, and Africa. The company sells satellite broadband services to customers.

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

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

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