MrC's Smallcap Sweeps for August 2019
Posted: August 1st, 2019, 7:31 am
Smallcap Sweep. 01-Aug-19
ASH cash lash
Sanderson (SND) recommended offer of 140p, a 10% premium.
Infrastrata (INFA) £700k placing at 0.045p.
Rotala (ROL) £1.1m placing at 56p, a 7% discount, to reduce debt.
Portmeirion Group (PMP) H1 rev down 5%. In line and expect to meet FY exp as the order book is ahead of last year.
Seeing Machines (SEE) FY trading. Rev $31.8m, slightly ahead of Board expectations. Projected total of contracted revenue for the Automotive business A$170m to A$200m (A$100m end FY18).
Ashley House (ASH) casj tight - three extra care schemes (RNS 5 July) have still not reached financial close. The schemes are still expected to close over the course of the next 2 months. Exploring a number of sources of further funding to best manage this.
Tissue Regenix Group (TRX) CEO resigns with immediate effect due to serious illness.
Notes (do not rely on the data)
SND: Price=129.49. Cap=78m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Sanderson Group is a provider of software solutions and IT services, to the multi-channel retail and manufacturing sectors.
INFA: Price=0.5. Cap=7m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Infrastrata develops sub-surface gas storage facilities. The company has focused on a gas storage project in County Antrim.
ROL: Price=60.9. Cap=29m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Rotala operates commercial and subsidized bus routes for businesses, local authorities, the public and private individuals. Its business segments are Contracted, Commercial and Charter.
PMP: Price=1000. Cap=109m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Portmeirion Group manufactures ceramic homeware products under Portmeirion, Spode, Royal Worcester, and Pimpernel brands. The company has a business presence in the UK, USA and also has a distributor network in South Korea, India, Taiwan and Thailand.
SEE: Price=4.5. Cap=151m. 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.
ASH: Price=7.56. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Ashley House is engaged in designing, construction management, consultancy and asset management services, working with providers of health and social care on infrastructure developments from project inception to completion of construction and beyond.
TRX: Price=3.83. Cap=45m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tissue Regenix Group is a biotechnology company. Its business includes the development of regenerative products using its dcell technology.
* 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
ASH cash lash
Sanderson (SND) recommended offer of 140p, a 10% premium.
Infrastrata (INFA) £700k placing at 0.045p.
Rotala (ROL) £1.1m placing at 56p, a 7% discount, to reduce debt.
Portmeirion Group (PMP) H1 rev down 5%. In line and expect to meet FY exp as the order book is ahead of last year.
Seeing Machines (SEE) FY trading. Rev $31.8m, slightly ahead of Board expectations. Projected total of contracted revenue for the Automotive business A$170m to A$200m (A$100m end FY18).
Ashley House (ASH) casj tight - three extra care schemes (RNS 5 July) have still not reached financial close. The schemes are still expected to close over the course of the next 2 months. Exploring a number of sources of further funding to best manage this.
Tissue Regenix Group (TRX) CEO resigns with immediate effect due to serious illness.
Notes (do not rely on the data)
SND: Price=129.49. Cap=78m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Sanderson Group is a provider of software solutions and IT services, to the multi-channel retail and manufacturing sectors.
INFA: Price=0.5. Cap=7m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Infrastrata develops sub-surface gas storage facilities. The company has focused on a gas storage project in County Antrim.
ROL: Price=60.9. Cap=29m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Rotala operates commercial and subsidized bus routes for businesses, local authorities, the public and private individuals. Its business segments are Contracted, Commercial and Charter.
PMP: Price=1000. Cap=109m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Portmeirion Group manufactures ceramic homeware products under Portmeirion, Spode, Royal Worcester, and Pimpernel brands. The company has a business presence in the UK, USA and also has a distributor network in South Korea, India, Taiwan and Thailand.
SEE: Price=4.5. Cap=151m. 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.
ASH: Price=7.56. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Ashley House is engaged in designing, construction management, consultancy and asset management services, working with providers of health and social care on infrastructure developments from project inception to completion of construction and beyond.
TRX: Price=3.83. Cap=45m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tissue Regenix Group is a biotechnology company. Its business includes the development of regenerative products using its dcell technology.
* 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