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MrC's Smallcap Sweeps for Oct 2018

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MrContrarian
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Re: MrC's Smallcap Sweeps for Oct 2018

#175900

Postby MrContrarian » October 24th, 2018, 8:06 am

Smallcap Sweep. 24-Oct-18
Yu down the loo.

Impact Healthcare (IHR) plans £150m raise to buy property portfolio in next few weeks.
Premier Veterinary (PVG) FY trading. Rev up 24%, sounds like a miss. Excluding new possible UK contract and US contract (pilot not started) guides growth slower rate than expected.
Autins Group (AUTG) FY trading: challenging conditions (as guided in Sept) has led to rev only £29m.
North Midland Cnstrn (NMD) Guides FY rev above mgmt expectations at £340 - £345m.
Challenger Acquisitions (CHAL) New York Wheel Project dead in the water (sky?). "Since our company was not expecting a return from this investment for several years, we are continuing to seek out, evaluate and review a potential project that can utilise the public company platform."
Image Scan Holdings (IGE) guides poor (as expected) FY rev £3.5m (£5.0m). Brave face " our order pipeline is strong, and I am confident the changes to our team and the re-focus of our research and development efforts can return us to our previous growth path"
Angling Direct (ANG) £20m placing at 92.5p, an 8% discount.


Notes (do not rely on the data)
IHR: Price=103. Cap=199m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
PVG: Price=85.38. Cap=14m. F/C for current FY*: EPS= -1.6, Prospective PE= -53.4, Revenue=NA.
Premier Veterinary Group is a non-medical service provider mainly to veterinary centers. The company business operates in the veterinary industry and mainly provides support services for day to day running of veterinary centers.
AUTG: Price=36. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Autins Group is engaged in the design, manufacture and supply of Noise Vibration and Harshness insulating materials primarily to the automotive industry.
NMD: Price=420.3. Cap=43m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
North Midland Construction is engaged in the civil engineering, building and public works contracting business. The Company delivers construction, design, and build projects for construction, power, highways, telecommunication, and water sectors.
CHAL: Price=0.14. Cap=m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Challenger Acquisitions is in the business of undertaking acquisitions of target companies in the entertainment and leisure sectors with a focus on attractions sector. It has engineering, investment, and corporate center segments.
IGE: Price=2.72. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Image Scan Holdings is engaged in designing, manufacturing and supply of portable and fixed x-ray security screening systems to governments, security organisations and law enforcement agencies.
ANG: Price=97. Cap=42m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Angling Direct is a fishing tackle retailer. The Company sells fishing tackle products and related products through a network of 15 retail stores located in the UK.

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

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

@MrContrarian

MrContrarian
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Re: MrC's Smallcap Sweeps for Oct 2018

#176120

Postby MrContrarian » October 25th, 2018, 7:51 am

Smallcap Sweep. 25-Oct-18
Butcher attacks DEB estate.

Debenhams (DEB) FY figs as guided in Sept. As leaked to press, will close up to 50 stores, no div. "Above-market digital growth of 12%." Above market? Seems pedestrian for online. Next is up 15.5% for example. Lots of cost savings, brave face. No current trading. "Our transformation strategy is gaining traction." Has included risk of suppliers losing more credit insurance in going concern stress tests. No mention of selling Magasin Du Nord to cut debt, now at £321m net. up £45m. CEO aptly called Butcher.
Centaur Media (CAU) guides FY adjusted operating profit up 18%, below market expectations. "Centaur has received approaches for a number of its assets...Board believes this value is not reflected in Centaur's current share price." The dimwits issued 2 RNSs, the 2nd having the addendum missing in the first.
Cohort (CHRT) selected as preferred bidder for an eight-year contract from 2019, valued at over £50m. Contract subject to final negotiation and MOD approval.
Zinc Media (ZIN) wins $6m in TV comissions, most in current FY.


Notes (do not rely on the data)
DEB: Price=8.52. Cap=105m. 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.
CAU: Price=38.5. Cap=57m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Centaur Media Plc is engaged in providing business information, events and marketing solutions to professional and commercial markets.
CHRT: Price=391.55. Cap=162m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Cohort through its subsidiaries provides technology business services and products for the United Kingdom and international customers in defense and related markets. The company’s operating segments are MASS, MCL, SCS, and SEA.
ZIN: Price=0.41. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Zinc Media Group is a multimedia producer of TV programming with publishing and communications content. The company operates in three segments namely TV, Publishing and Communicate.

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

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

@MrContrarian

MrContrarian
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Re: MrC's Smallcap Sweeps for Oct 2018

#176337

Postby MrContrarian » October 26th, 2018, 7:44 am

Smallcap Sweep. 26-Oct-18
Butcher to give High St the chop?

LightwaverRF (LWRF) guides FY rev down a little, loss more than 2x. "No recovery from weak H1 until Q4, when new CEO took action. Disgracefully there's been no trading update since May. Plans substantial increase in sales & marketing and R&D spend.
Crawshaw Group (CRAW) confirms reports that it may fundraise. After the latest review it's reviewing its structure and investment in the high street.
Halosource (HAL) guides FY rev $2-2.5m ($2m), loss $7-7.5m ($5.7m). Only has cash till end 2018. Needs to raise $4-$5m. Guides massive growth, cash flow positive in 20H1 if this happens.
Minds + Machines (MMX) to open trading on London Stock Exchange and celebrate the official launch of .luxe domain. Why is this not an RNS reach FFS? And they already RNSed this event 2 days ago!


Notes (do not rely on the data)
LWRF: Price=9.5. Cap=7m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
LightwaveRF designs and develops devices and software to remotely operate and control household applications including lighting, heating, security and power through smartphones and other web-based applications.
CRAW: Price=2.38. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.
HAL: Price=1.25. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Halosource Inc is a clean water technology company that offers to deliver clean, drinking water solutions to partners in the international market. Its HaloPure Drinking Water technology has the highest international certifications.
MMX: Price=6.46. Cap=51m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Minds + Machines Group operates in the domain name industry and provides end-to-end domain services generating revenues across multiple business lines.

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

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

@MrContrarian

MrContrarian
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Re: MrC's Smallcap Sweeps for Oct 2018

#176809

Postby MrContrarian » October 29th, 2018, 7:34 am

Smallcap Sweep. 29-Oct-18
Pursed lips for Warpaint holders.

Gama Aviation (GMAA) curse of H2 weighting. Guides FY $3m op profit below its original expectations.
Warpaint London (W7L) guides FY rev only £48 to £52m. F/C was for £55.2m. Guides pretax £8.5m to £10m. F/C was £10.6m. IPO 2 years ago.
Gordon Dadds Group (GOR) confirms merger. Buys Ince & Co International for £34m (adjusted for 3 year rev). Shares will remain suspended.
Lok'n'store Group (LOK) FY rev in line, adj EPS beat (I think) at 12.83p (dil) vf F/C 11.9p. Adj NAV/sh up 15% to 480p. SP was 374p.
Ten Entertainment (TEG) CFO off to Prendragon. The shocking news is he'll serve his notice period of 6 months. He is thanked.


Notes (do not rely on the data)
GMAA: Price=152. Cap=97m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Gama Aviation plc is operational in United Kingdom’s aviation industry. Its service offering includes air and ground aviation support services such as fleet management, logistics, aircraft maintenance and handling airport infrastructure.
W7L: Price=206.48. Cap=157m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Warpaint London sells colour cosmetics in the UK and overseas, under the W7 brand. The company has two operating segments; W7 Branded and close-out.
GOR: Price=182.91. Cap=54m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Gordon Dadds Group provides legal and independent financial advisory services to businesses and high net worth individuals in the United Kingdom.
LOK: Price=373. Cap=110m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Lok'n Store Group is a self-storage services provider in the United Kingdom. It offers storage locations in the form of rooms, pallet storage, warehouse space and archiving units.
TEG: Price=222. Cap=144m. 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
http://www.investegate.co.uk/index.aspx?limit=-1

@MrContrarian

MrContrarian
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Posts: 731
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Re: MrC's Smallcap Sweeps for Oct 2018

#177028

Postby MrContrarian » October 30th, 2018, 7:38 am

Smallcap Sweep. 30-Oct-18
Noodles for Frankie and Benny.

MySQUAR (MYSQ) £600k placing at 40% discount. A load of trading KPIs. Who cares, it's a crock.
Restaurant Group (RTN) Proposed acquisition of Wagamama and fully underwritten £315m rights issue, about half it's curent cap. Paying £357m, that's 8.7x EBITDA. Will take on £202m net debt. Trading: LFL +1.4% in the 14 weeks after the World Cup. Rights price will be agreed when the Prospectus is published. Odd the price isn't set yet.
Tracsis (TRCS) wins £2m contract but it's already in the F/C.
Ten Lifestyle Group (TENG) Risibly worded RNS: "Existing Large Contract in The Americas expected to grow to become first Extra Large Contract". By which they mean over £5m.


Notes (do not rely on the data)
MYSQ: Price=0.6. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
MySQUAR is engaged in designing, developing and commercializing Myanmar- focused internet-based mobile services, mobile messaging applications including social networks, digital content, mobile gaming.
RTN: Price=296.51. Cap=598m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Restaurant Group (The) is an operator of restaurants and pub restaurants. Its trading brands are Frankie & Benny's, Chiquito and Coast to Coast.
TRCS: Price=562. Cap=160m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tracsis is engaged in providing software products, consultancy services and delivering bespoke projects to solve a variety of problems within the transport and traffic sector. It offers rail technology and services, and traffic and data services.
TENG: Price=70. Cap=58m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Ten Lifestyle Group offers online travel services. It operates a technology-enabled lifestyle and travel platform providing concierge services to private banks, retail banks, and premium payment cards providers.

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

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

@MrContrarian

MrContrarian
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Posts: 731
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Re: MrC's Smallcap Sweeps for Oct 2018

#177285

Postby MrContrarian » October 31st, 2018, 7:45 am

Smallcap Sweep. 31-Oct-18
Scary day. Farcejet fooked? Crawshaw crashes into admin.

Oncimmune (ONC) FY pretax -£6.34m (-£5.32m). Talks with US distributor end "as a firm timetable for agreement and implementation cannot be committed to by both parties" Lots of jam tomorrow.
Crawshaw Group (CRAW) intends to appoint administrators shortly with the purpose of seeking buyers for the Group's business and assets on a going concern basis. Unable to raise funds to restructure of the business.
GYG (GYG) Guides FY revenue and profit significantly below market expectations. Rev c.€44m, EBITDA loss of c. €1.2m. Passes div. Reasons for for miss include "Owners choosing to extend the use of their yachts in the current Caribbean season, given the hurricane disruption in the region last year" It's tough out there people.Cools on future expectations.
Fastjet (FJET) still no new funding. Able able to continue operating beyond the end of October due to some improvement in trading and cash generation. Well that's handy it being the 31st. Begging lenders to reduce the outstanding balances due to be paid and reduce interest and capital repayments. Sounds like a bust.


Notes (do not rely on the data)
ONC: Price=116.5. Cap=71m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Oncimmune Holdings is a cancer detection company engaged in developing and commercializing its proprietary EarlyCDT platform technology. Its product EarlyCDT-Lung is a simple blood test to aid the risk assessment and early detection of lung cancer.
CRAW: Price=1.78. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.
GYG: Price=65. Cap=31m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
GYG is a superyacht painting supply and maintenance company, offering services through operations in the Mediterranean, Northern Europe and the United States.
FJET: Price=2.14. Cap=15m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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

@MrContrarian


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