Donate to Remove ads

Got a credit card? use our Credit Card & Finance Calculators

Thanks to johnstevens77,Bhoddhisatva,scotia,Anonymous,Cornytiv34, for Donating to support the site

MrC's Smallcap Sweeps for Nov 2018

Discuss Stock buying Shares, tips and ideas for stock market dealing
MrContrarian
Lemon Quarter
Posts: 1769
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1605 times

Re: MrC's Smallcap Sweeps for Nov 2018

#183147

Postby MrContrarian » November 27th, 2018, 7:51 am

Smallcap Sweep. 27-Nov-18
Smallcap report from #MelloLondon

Xeros Technology (XSG) Placing (£15m) and open offer (£5m) at 10p a nasty 69% discount.
Novacyt (NCYT) $3m minimum exclusive supply agreement order from Genesis Diagnostics over 5 years.
Clarke(T.) (CTO) guides FY ahead of current market expectations with rev up 3%, underlying operating profit before interest and taxation of circa £8.6m (2017: £7.3m). Order book up 6%.
Altitude Group (ALT) says current trading in line with management expectations and FY broadly in line with market forecasts.
IG Design Group (IGR) H1. Guides FY earnings ahead of market expectations.
Blue Prism Group PLC (PRSM) guides FY rev slightly ahead of expectations but EBITDA loss larger than expectations


Notes (do not rely on the data)
XSG: Price=32.4. Cap=32m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Xeros Technology Group is a platform technology company that is reinventing water intensive industrial and commercial processes by reducing water and chemistry usage with its polymer technologies.
NCYT: Price=34.72. Cap=13m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Novacyt SA develops and markets solutions in medical cytology. It offers portfolio of cancer and infectious disease diagnostics products and services. It has three reportable segment, Cytology, Diagnostics and Molecular Testing.
CTO: Price=84.15. Cap=36m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Clarke (T) provides electrical and mechanical contracting and related services to the construction industry and end users. The Company offers installation of electrical and mechanical services and supply of associated equipment.
ALT: Price=86.2. Cap=47m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Altitude Group operates a technology and information business in the UK and across North America with a focus on serving the promotional merchandise, marketing services and print sectors.
IGR: Price=564. Cap=441m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.
PRSM: Price=1630. Cap=1093m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.

* 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
Lemon Quarter
Posts: 1769
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1605 times

Re: MrC's Smallcap Sweeps for Nov 2018

#183418

Postby MrContrarian » November 28th, 2018, 7:36 am

Smallcap Sweep. 28-Nov-18


Smartspace Software (SMRT) wins contract from internatio al bank. Initially "includes desks and mobile users in one location, together with meeting rooms which cover a greater number of the client's locations...The five -year contract includes the option to expand the engagement to introduce additional services across the client's operations on country by country basis." No numbers.
Ten Lifestyle Group (TENG) FY (presumably as per Sept trading stmt) and 2019 trading. Guides FY19 EBITA below previous expectations, largely due to continued investment in the platform [did it not plan that?] and lower than expected Net Revenues.
W.H. Ireland (WHI) FD resigns but stays till April.


Notes (do not rely on the data)
SMRT: Price=91. Cap=20m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
TENG: Price=64. Cap=50m. 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.
WHI: Price=75. Cap=25m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
W H Ireland Group is a financial service provider in the United Kingdom. Its primary business is wealth management, which is inclusive of wealth management and independent advisory services and corporate broking 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.

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

@MrContrarian

MrContrarian
Lemon Quarter
Posts: 1769
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1605 times

Re: MrC's Smallcap Sweeps for Nov 2018

#183678

Postby MrContrarian » November 29th, 2018, 8:23 am

Smallcap Sweep. 29-Nov-18


Dignity (DTY) CMA interim report on funeral mkt concludes mkt not working well enough. Will conduct a full Market Investigation. "Its initial work indicates problems with the market that have led to above inflation price rises for well over a decade - both for funeral director services and crematoria services. The scale of these price rises does not currently appear to be justified by cost increases or quality improvements."
Synectics (SNX) guides FY U/L pretax broadly in line with market expectations. A weak performance in the UK on-vehicle security sector has been offset by strong results from global Gaming security. Will make a £2m write-off, most of which will be non-cash.The pipeline of expected (note) new business is somewhat stronger than originally expected, so "increasingly confident of solid progress in the Group's results in the coming year."
Coral Products (CRU) H1 rev up 10%, U/L EPS 0.87p (0.23p). Div 0.25p (0.0p). 'Delighted' but don't know if it's a beat.
Realm Therapeutics (RLM) update on formal sale process. "From among the several non-binding proposals, the Company has selected a short list of potential transactions and has advanced these to deal negotiation and due diligence." More news in Q1 2019
Character Group (CCT) FY looks like a beat with rev £106.2m and U/L EPS 45p (52p) vs F/C 39p. FY div 23p (19p).


Notes (do not rely on the data)
DTY: Price=856.5. Cap=439m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Dignity is engaged in the provision of funeral services including funeral directing, crematoria operation and the marketing and administration of pre-arranged funeral plans.
SNX: Price=190. Cap=34m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Synectics designs, integrates, controls and manages surveillance technology, and networked security systems as well as provides related security management and support services. Its segments include Systems, and Integration & Managed Services.
CRU: Price=11.12. Cap=9m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Coral Products manufactures plastic injection and extrusion molded products. The company also engages in the business of reselling and distributing food packaging products and household products mainly offering containers and molded products.
RLM: Price=10.28. Cap=12m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Realm Therapeutics is a biopharmaceutical company which focuses on leveraging its proprietary immunomodulatory technology to protect and improve the health of adults and children.
CCT: Price=510. Cap=107m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Character Group (The) is a United Kingdom-based company which is engaged in the design, development and international distribution of toys, games and giftware.

* 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
Lemon Quarter
Posts: 1769
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1605 times

Re: MrC's Smallcap Sweeps for Nov 2018

#183896

Postby MrContrarian » November 30th, 2018, 7:31 am

Smallcap Sweep. 30-Nov-18


Bioquell (BQE) 590p recommended offer., a 42% premium


Notes (do not rely on the data)
BQE: Price=415. Cap=94m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Bioquell is engaged in the design, manufacture, and supply of bio-decontamination and containment equipment. Its products are related to the pharmaceutical, healthcare and defense industries, and testing services to the aerospace, defense.

* 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


Return to “Stocks and Share Dealing Discussions”

Who is online

Users browsing this forum: No registered users and 10 guests