MrC's Smallcap Sweeps for Oct 2019

[MrContrarian]

Smallcap Sweep. 01-Oct-19
Dull day.

Crimson Tide (TIDE) wins 'significant' £1.4m contract over 3 years for mpro5.
Fulcrum Utility Services (FCRM) CEO scarpers. He is thanked.
Manolete Partners (MANO) CFO leaving end Dec. He is thanked.
Revolution Bars (RBG) FY in line. Q1 trading: LFL turns positive at +0.7% cf Q4 -1.8%. Welcome news for a serial disappointer but the whole sector is doing better.


Notes (do not rely on the data)
TIDE: Price=2.1. Cap=10m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Crimson Tide is engaged in the provision of mobility solutions and related software development. It provides mpro software which is a Maas (Mobility as a Service). The mpro software provides job scheduling, alerting and reporting.
FCRM: Price=25.75. Cap=57m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Fulcrum Utility Services is an independent multi-utility infrastructure and services provider. Its principal activities are the provision of unregulated utility connections and independent gas transportation services in the UK.
MANO: Price=497. Cap=217m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
RBG: Price=68.81. Cap=34m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Revolution Bars Group is an operator of premium bars across the United Kingdom under the Revolution and Revolución de Cuba brands.

* 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]

Smallcap Sweep. 02-Oct-19


AB Dynamics (ABDP) guides FY rev and pretax above market expectations.
MXC Capital (MXCP) 1 in 46 tender offer at 116p, a 13% premium. Hardly seems worthwhile.
YOLO Leisure and Technology (YOLO) £750k placing at 2.5p, a 4% discount. Comes with warrants. 1/3 will be taken by Chris Akers who also gets a slug of extra warrants as introducer in lieu of a cash fee. The rest go to to investors introduced by Chris Akers.
Motif Bio (MTFB) £600k rescue placing at 0.42p, a 30% discount to a price already smashed from 2.3p in past week.
Topps Tiles (TPT) Q4 LFL -1.9% after strong Q3 (+3.8%). Still guides pretax within range of market estimates (£15.5 -16m).
iEnergizer (IBPO) [last night[ trading: will beat FY market expectations.


Notes (do not rely on the data)
ABDP: Price=2150. Cap=482m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AB Dynamics is engaged in designing and manufacturing test equipment for vehicle suspension, steering, noise and vibration. It also offers services including analysis, design, prototype manufacture, testing and development.
MXCP: Price=103. Cap=69m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
MXC Capital is a Guernsey based investment and advisory firm. The company makes investments in the growing technology businesses while supporting them with advisory services.
YOLO: Price=2.6. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
YOLO Leisure and Technology is an investment company in the United Kingdom. Its objective is to provide stable income and capital growth for investors by mainly investing in the technology, travel, leisure and media sectors.
MTFB: Price=0.6. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Motif Bio is a United Kingdom-based pharmaceutical products manufacturer. It is mainly focused on the development of antibiotic drugs to fight bacterial infections such as acute bacterial skin and skin structure infections.
TPT: Price=68.88. Cap=135m. 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.
IBPO: Price=289. Cap=549m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
iEnergizer provides integrated software and service. The company offers Content and Publishing Process Outsourcing Solutions and Customer Management Services including transaction processing, customer acquisition, customer care, technical support.

* 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]

Smallcap Sweep. 03-Oct-19
Teddy boys lose it on the high street

Ted Baker (TED) H1 rev down 0.7% (2.5% in constant currency), slumps to loss. Adj EPS -4.5p (+43.8p). No FY guidance or current trading. F/C FY rev up 4% so that looks a stretch now.
Hyve Group (HYVE) guides FY rev £219m with organic up 7%. F/C £214m.
Zotefoams (ZTF) guides H2 rev £2m down on H1, due to polyolefin foam sales £6m below market estimates. High-Performance Products unit in line,
CMC Markets (CMCX) H1 trading strong, guides FY net operating income (=rev?) £170m. F/C rev £154m.
GlobalData (DATA) CFO resigns, will stay for handover. New CFO already chosen.


Notes (do not rely on the data)
TED: Price=925.5. Cap=412m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Ted Baker is a lifestyle brand that operates through three main distribution channels: retail, which includes e-commerce; wholesale; and licensing, which includes territorial and licence income.
HYVE: Price=82. Cap=608m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ZTF: Price=530. Cap=256m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Zotefoams is engaged in manufacturing of polymer foam using bespoke autoclave technology to produce foams with unique attributes. Its block foams are sold under the AZOTE and ZOTEK brand names.
CMCX: Price=106. Cap=306m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
CMC Markets provides online and mobile trading services. Its core business is to provide online retail financial services and allows people to trade in various financial products of underlying assets such as forex markets, indices and treasuries.
DATA: Price=820. Cap=969m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
GlobalData is a data analyzing and publishing company. It provides research reports and other informative data to its clients belonging to the consumer, information communications technology and healthcare markets.

* 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]

Smallcap Sweep. 07-Oct-19
Construction destruction at SIG

Totally (TLY) wins two contract extensions. £10.6m to Sep 2020 and £6m from April 2020 to March 2022. F/C FY20 rev is £120m.
SIG (SHI) construction mkt weakened further in UK & Germany. Warns significantly lower profit than its prev. expectations. Also selling Air Handling and Business Solutions divs for £230m tot. Will return majority of cash not used to cut debt ie up to ~£60m.
Local Shopping REIT (LSR) Duncan Soukup coup takes effect following cash return. He becomes Chair and an independedt NED appointed. 3 directors leave.
Deltex Medical Group (DEMG) FD left on Friday. He is thanked.
Time Out (TMO) placing of up to £17m at 127p, a nil discount. Cash for continued investment in roll-out of Time Out Market and to reduce debt.


Notes (do not rely on the data)
TLY: Price=9.2. Cap=17m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Totally is engaged in the provision of solutions to the healthcare sector. The companies segment includes Totally Health, Premier Physical, About Health, Optimum Sports Performance Centre and Head Office.
SHI: Price=119.5. Cap=707m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SIG is engaged in the supply of specialist products to construction and related markets in the UK, Ireland and Mainland Europe. Its product sectors includes insulation and energy management, exteriors and interiors.
LSR: Price=0. Cap=m. 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.
DEMG: Price=1.3. Cap=7m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Deltex Medical Group develops, designs, manufactures and markets medical equipment that deploys low-frequency ultrasound to visualise and measure blood flow in the central circulation. The Company's segments are Probes and Other.
TMO: Price=124. Cap=167m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Time Out Group is engaged in global media and entertainment business.It helps to discover, book and share what the world's cities have to offer. it is connected to multiple platforms comprising digital app, mobile, social and print media.

* 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]

Smallcap Sweep. 08-Oct-19
RWA sprays the blame

Hollywood Bowl (BOWL) guides FY pretax up over 10%, slightly ahead of market expectations. May return capital to the Group's shareholders.
21st Century Technology (C21) Edinburgh expected to award contract worth c.£2.9m over 5 years.
Robert Walters (RWA) Q3 net fee income up only 2%. Guides FY profit flat YoY. Blames Brexit, Hong Kong protests, US-China tariff war, gilets-jaunes, solar eclipses and cats-playing-pianos strike.


Notes (do not rely on the data)
BOWL: Price=227. Cap=341m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Hollywood Bowl Group is engaged in the operation of ten-pin bowling centres as well as the development of new centres and other associated activities. The company operates under Hollywood Bowl, AMF and Bowlplex brands.
C21: Price=3.21. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
21st Century Technology is provider of solutions to the transport community. The company is engaged in providing Fleet Systems solutions and Passenger Systems information solutions.
RWA: Price=490. Cap=372m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Robert Walters plc operates as a professional recruitment consultancy worldwide. It provides permanent, contract, and interim recruitment services in the fields of accounting, finance, banking, human resource, engineering, and other sectors.

* 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]

Smallcap Sweep. 09-Oct-19
Tricorn forlorn.

Tricorn Group (TCN) H1 trading. Rev down 7%. Guides FY results materially lower than market expectations. Blames weak UK and USA margin squeeze.
Pressure Technologies (PRES) significant contract worth £3m from EDF.
Good Energy Group (GOOD) admits error in H1 a month ago. Misclassification of £4.9m within cash and cash equivalents and other current assets and liabilities on the balance sheet. "No impact on either the total net asset position, nor on earnings, and management's view of the current financial performance of the business and financial outlook is unchanged."


Notes (do not rely on the data)
TCN: Price=18.25. Cap=6m. 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.
PRES: Price=98.72. Cap=18m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Pressure Technologies is a designer and manufacturer of high pressure systems serving the energy, defense and industrial gases markets.
GOOD: Price=149. Cap=25m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Good Energy Group is engaged in the business of purchase, generation and sale of electricity from renewable sources.

* 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]

Smallcap Sweep. 10-Oct-19
IQE buys out worthless JV

Castleton Technology (CTP) guides H1 behind expectations mainly due to product and professional services. Warns on FY.
John Lewis Of Hungerford (JLH) guides FY loss ~£230k after H2 better than expected. However order book is only £1.6m (£1.9m). Hopeless.
Velocys (VLS) Bayou Fuels project set to produce negative emission fuels - will capture and bury CO2 from waste biomass fuel generator. Will get US Govt payments for sequestration.
IQE (IQE) buys out partners at CSDC joint venture in Singapore for $2. So it's worthless then? Will hit FY19 adj op profit by £0.5m.
Low & Bonar (LWB) gets Nov covenant tests waived pending takeover. If takeover fails they will be re-instated.


Notes (do not rely on the data)
CTP: Price=93. Cap=76m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Castleton Technology provides consultancy and support services to enterprise applications for owned and third party software applications.
JLH: Price=0.65. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
John Lewis of Hungerford is engaged in designing, manufacturing, retailing and installing kitchens, bedrooms, freestanding furniture and architectural components to its customers in the UK.
VLS: Price=1.65. Cap=11m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Velocys is engaged in design, development, marketing, and sale of technology for the production of synthetic fuels and specialty products.
IQE: Price=61.15. Cap=485m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
IQE is an international supplier of advanced wafer products and wafer services to the semiconductor industry. It serves wireless, photonics, infrared, solar, cmos++ and power markets.
LWB: Price=14.75. Cap=102m. 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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 11-Oct-19
Quiz still has no answers

Quiz (QUIZ) H1 trading broadly in line with the Board's expectations with rev down 5%, ties to sound positive in outlook.
SDCL Energy Efficiency Income Trust (SEIT) placing at 103p, a 6% discount. NABV is 99p/sh.
Amphion Innovations (AMP) lender sells AMP's Polarean Imaging to clear debt secured on such. "Directors had hoped to avoid significant sales of Polarean shares whilst Amphion considers both its short term and medium financing options...Amphion remains highly cash constrained."


Notes (do not rely on the data)
QUIZ: Price=16.5. Cap=20m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.
SEIT: Price=110. Cap=188m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AMP: Price=0.15. Cap=m. 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.

* 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]

Smallcap Sweep. 14-Oct-19


Cerillion (CER) touts 'major' contract win of £2.9m but it "supports existing market forecasts."
SCISYS (SSY) £2.6m contract from Oct to 2022. It is included in existing market guidance.
Laura Ashley (ALY) CFO resigns. He is thanked.


Notes (do not rely on the data)
CER: Price=183.5. Cap=54m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Cerillion is a charging, billing and customer relationship management software company. It provides a comprehensive set of solutions across a range of industries including the finance, telecommunications and transportation industries.
SSY: Price=252. Cap=75m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SciSys is a developer of IT services. It designs, builds and supports software systems for blue-chip, government or public sector businesses. It has four divisions: Space, Enterprise Solutions & Defence, Media & Broadcast, and Xibis Ltd.
ALY: Price=1.94. Cap=14m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Ashley (Laura) Holdings is an international lifestyle brand, which specialises in retailing furniture, home accessories, decorating and fashion 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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 15-Oct-19
No quick ticket to riches for Accesso.

Accesso Technology (ACSO) rejects offers so far, continues to talk. Doesn't sound hopeful.
Renishaw (RSW) Q1 grim as guided in finals. Rev down 19%. Adj pretax £4.3m (£32.6m). No clue as to whether this is worse than expected.
Driver Group (DRV) H1 trading strong. guides FY U/L pretax £3m (£0.8m). I don't have a F/C for pretax.
Murgitroyd (MUR) possible offer of 675p. The SP rose 35% over past month to, er, 675p. Nothing suspicious there.
Northern Bear (NTBR) strong Q2 has not made up for weak Q1. Co said that last year's H1'18 was considered exceptional. H1 adj op profit £1.3m to £1.4m (£1.7m). Hopeful of reporting another strong set of full year results. No forecasts.


Notes (do not rely on the data)
ACSO: Price=780. Cap=215m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
accesso Technology Group is a software company engaged in the development and application of ticketing, mobile and eCommerce technologies and virtual queuing solutions for the attractions and leisure industry.
RSW: Price=3560. Cap=2591m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Renishaw is a United Kingdom-based company that designs, manufactures and sells precision metrology and inspection equipment together with products for the healthcare sector. It operates in metrology and healthcare products segment.
DRV: Price=50. Cap=26m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Driver Group provides commercial and dispute resolution services to the construction industry. The Company also provides various services that includes witness support services, project management and consultancy services among others.
MUR: Price=679. Cap=61m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Murgitroyd Group PLC, through its subsidiaries provides intellectual property advisory services with the extension of IP support services. Its services span trademarks, designs, copyrights, domain names,translation, searching, paralegal services etc.
NTBR: Price=70.92. Cap=13m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Northern Bear engages in providing specialist building services in Northern England. The company operates its business in three segments; Roofing, Materials Handling and Building services.

* 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]

Smallcap Sweep. 16-Oct-19
Augean cleaning up.

Loungers (LGRS) H1 trading - rev up 22%, LFL 5%. Does not say if in line but "remain confident of delivering another year of positive [sic] progress."
Augean (AUG) Q3 strong, guides FY pretax materially ahead of market expectations of £16.5m.
Eden Research (EDEN) its environmentally friendly nematode pesticide Cedroz gets first EU country approval.


Notes (do not rely on the data)
LGRS: Price=199.5. Cap=185m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AUG: Price=118. Cap=123m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Augean provides hazardous waste management services. Its services include hazardous landfill and treatment services. Its management service covers the final disposal of hazardous & difficult waste streams.
EDEN: Price=8.03. Cap=17m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Eden Research is a UK based company engaged in the development and marketing of intellectual property, particularly in terpenes and other health related projects. It operates through Biocides, Human health, and Agrochemical segments.

* 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

[jackdaww]

Smallcap Sweep. 16-Oct-19
Augean cleaning up.

Loungers (LGRS) H1 trading - rev up 22%, LFL 5%. Does not say if in line but "remain confident of delivering another year of positive [sic] progress."



@MrContrarian

=======================================

loungers is a chain of cafe bars covering much of the uk .

open all day and evening.

names all end "O" eg verdo.

i frequent one in birmingham - pretty good.

[MrContrarian]

Smallcap Sweep. 17-Oct-19


Alpha FX Group (AFX) guides FY earnings ahead of current market expectations.
Grafton Group (GFTU) guides FY op profit (cont) 4-8% below mkt consensus.
Tissue Regenix (TRX) curse of H2 weighting - delay in increasing output means FY rev below market consensus by ~15% to 20%.
Feedback (FDBK) re new Bleepa product: "advanced discussions with NHS pilot sites whilst additionally pursuing a number of commercial opportunities within and outside the NHS, and hopes to commence pilot schemes in the near future."
Mobile Streams (MOS) CFO resigns from board but remains CFO! What is he up to?
Northern Bear (NTBR) directors will not tender their 16% to the external offeror (72p).
discoverIE (DSCV) £33m placing at 415p (4% discount) to fund £58m (+ £12m contingent) takeover.


Notes (do not rely on the data)
AFX: Price=842. Cap=313m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Alpha FX Group is a corporate foreign exchange broker. The company is managing exchange rate risk for UK corporates that trade internationally.
GFTU: Price=869. Cap=2066m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Grafton Group is a trade supplier of construction products and related activities. The Company operates in the Merchanting, Retailing and Mortar Manufacturing segments in Britain, Belgium and Ireland.
TRX: Price=3.1. Cap=36m. 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.
FDBK: Price=1.17. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Feedback through its subsidiaries is engaged in providing medical imaging tools for clinical decision makers. It develops software and systems that provide techniques and workflows for practitioners involved in medical research and treating patients.
MOS: Price=0.18. Cap=m. 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.
NTBR: Price=70. Cap=13m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Northern Bear engages in providing specialist building services in Northern England. The company operates its business in three segments; Roofing, Materials Handling and Building services.
DSCV: Price=432. Cap=348m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
discoverIE Group designs, manufactures and distributes customer specific electronic components and solutions. The company organizes its business operations into two divisions: Design and Manufacturing and Custom Distribution.

* 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]

Smallcap Sweep. 18-Oct-19


Eddie Stobart (ESL) Wincanton considering making an offer.
Elegant Hotels Group (EHG) recommended offer of 100p, a 57% premium.
Itaconix (ITX) project delays, guides H2 EBITDA broadly flat (-£1m).


Notes (do not rely on the data)
ESL: Price=70.44. Cap=269m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Eddie Stobart Logistics is a logistics and supply chain company. It provides transport, warehousing, rail and freight logistics services to United Kingdom and international customers.
EHG: Price=71. Cap=63m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Elegant Hotels Group owns and operates beachfront hotels and a beachfront restaurant on the island of Barbados. It consists of approximately 333 suites and 220 rooms situated along the west and south Barbados coastlines.
ITX: Price=1.7. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.

* 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]

Smallcap Sweep. 21-Oct-19
Long-running farce "Quindell Hell" on City stage ends suddenly.

Image Scan Holdings (IGE) FY trading very poor as flagged with rev down 32%. But order book £1.7m (£465k) mostly for delivery in H1.
Oxford Metrics (OMG) guides FY rev in line but adj pretax only broadly in-line with mkt expectations.
Trifast (TRI) H1 trading: the tough market has continued into Q2, especially automotive.
Watchstone Group (WTG) Slater & Gordon settles claim for only £11m of the £50m held in escrow. That's a great result considering what a pup S&G were sold.
Osirium Technologies (OSI) placing at 35p (1 3% premium). Also convertibles issue. Total raise £4m.


Notes (do not rely on the data)
IGE: Price=1. Cap=2m. 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.
OMG: Price=91.05. Cap=115m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Oxford Metrics develops and markets analytics software for motion measurement and infrastructure asset management. The company comprises of four business segments: Vicon Group, Yotta Group, 2d3, and OMG Life.
TRI: Price=193. Cap=236m. 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.
WTG: Price=108.75. Cap=50m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Watchstone Group provides technology enabled sales, legal and business process outsourcing services. Its business segments are Hubio, Ingenie, Healthcare Services, BAS, and Central.
OSI: Price=33. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Osirium Technologies provides cyber-security software that protects critical IT assets, infrastructures and devices by preventing targeted cyber-attacks from directly accessing Privileged Accounts.

* 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]

Smallcap Sweep. 22-Oct-19


Forterra (FORT) guides FY pretax modestly down. Blames delays in a number of large contracts for precast concrete and weak non-res new builds.
K3 Business Technlogy (KBT) guides FY significantly below market expectations. Cuts adj FY op profit guidance to £1.5m due to a major new contract in the final process of agreement put on hold, a large customer going bust and slowing software licence sales.


Notes (do not rely on the data)
FORT: Price=299. Cap=599m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Forterra operates in the construction industry. The company with its subsidiaries manufactures and sells bricks, dense and lightweight blocks, precast concrete, concrete block paving and other complementary building products.
KBT: Price=208. Cap=89m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
K3 Business Technology Group is engaged in the supply of computer software and consultancy and managed services.

* 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]

Smallcap Sweep. 24-Oct-19
Gin in spin at Distil

React Group (REAT) guides FY rev down 7% but gross profit up 28% to £0.88m. No forecasts. "The foundations are now in place for further growth, and profitability."
i-nexus Global (INX) guides FY pretax in line with prior market forecasts at -£4.2m despite rev miss (as guided in July).
Distil (DIS) H1 rev down 29%, pretax nil (£100k) due to poor gin sales. Warns on FY.


Notes (do not rely on the data)
REAT: Price=0.39. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
REACT Group is a specialist provider of rapid response deep cleaning and emergency decontamination services. It offers kitchen cleaning, graffiti removal, clearing up sites after rail fatalities, fly tipping removal, and removal of spillages.
INX: Price=24.6. Cap=7m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
DIS: Price=0.88. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Distil is engaged in the marketing and selling of Blavod Black Vodka, Blackwoods Gin, and Vodka, Diva Vodka, Jago's Vanilla Cream Liqueur and RedLeg Spiced Rum domestically and internationally.

* 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]

Smallcap Sweep. 25-Oct-19


Concepta (CPT) CFO resigns, replaced. She is thanked.


Notes (do not rely on the data)
CPT: Price=1.7. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Concepta is engaged in health diagnostics for women's fertility and specifically unexplained infertility. Concepta's portfolio of products includes MyLotus Meter, Ovulation Test, Pregnancy Test and Fertility App.

* 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]

Smallcap Sweep. 28-Oct-19
LEAF payout wilts.

Leaf Clean Energy (LEAF) returns rump cash -122p/sh. Has 159p/sh cash at present. Keeping a surprising £6.5m for further costs and liabilities, including: £2.7m for incentives plans payments to employees and directors relating to the Redemption. These guys don't wait for a tip, they just take it straight out of your wallet.
Sosandar (SOS) H1 tradimg. Rev up 53%, and Q2 up 84% as it turns on the marketing taps again. Returns reduced to 49% (52%).


Notes (do not rely on the data)
LEAF: Price=140. Cap=25m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SOS: Price=16. Cap=26m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Sosandar is an online women's wear brand specifically targeted at a generation of women who have graduated from younger online and high street brands, and are looking for affordable clothing with a premium, trend-led aesthetic.

* 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]

29 Oct 2019.
All I have today is Bloomsbury, PLUS500 and Eckoh in line.

@MrContrarian