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MrC's Smallcap Sweeps for Nov 2019

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MrContrarian
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MrC's Smallcap Sweeps for Nov 2019

#261412

Postby MrContrarian » November 1st, 2019, 7:30 am

Smallcap Sweep. 01-Nov-19
Lookers limp.

Lookers (LOOK) Q3 trading much more challenging than expected, cuts U/L pretax guidance to £20m. F/C is £40m. New car LFL -3.2% cf market -0.6%. Will close 15 sites. The 9 freehold ones are expected to realise c.£28m, better than book. CEO and COO walk but will remain available till end 2019. They are thanked.
Filtronic (FTC) CEO scarpers. He is thanked.
Carclo (CAR) FY very poor as expected. EPS -25.4p (+11.6p). Material uncertainty in going concern stmt. Still trying to get shot of Wipac. Outlook: "Technical Plastics and Aerospace [are] delivering encouraging performances in 2019, which have continued in the first half of the current year, and Wipac's immediate cash needs being funded by its customers, the Group's net debt has fallen over the past six months. This is providing a foundation for the ongoing long-term funding and pension contribution negotiations which, along with a successful exit from the Wipac business, are key to the future of Carclo."
HML Holdings (HMLH) CEO retiring end of 2019. He is thanked. COO succeeds him.


Notes (do not rely on the data)
LOOK: Price=49.6. Cap=193m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Lookers operates as an automotive retailer & distribution company. The Company along with its subsidiaries is engaged in sale, hire and maintenance of motor vehicles and motorcycles, including the sale of tyres, oil, parts and accessories.
FTC: Price=8.5. Cap=18m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Filtronic designs and manufactures broadband microwave and base station filter products for wireless telecommunications systems. Its products include wireless communication equipment and point-to-point communication systems.
CAR: Price=10.8. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Carclo is a technology light-emitting diode (LED) plastics group which is engaged in four segments; Technical Plastics, LED Technologies, Aerospace and Conductive Inkjet Technology. The company is also a supplier of control cables in Europe.
HMLH: Price=30.3. Cap=14m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
HML Holdings is engaged in the provision of property management and related services in the South East of England. The Company's business segments are Property management, Professional services, and Insurance 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

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Re: MrC's Smallcap Sweeps for Nov 2019

#261424

Postby dspp » November 1st, 2019, 9:15 am

MrContrarian wrote:Smallcap Sweep. 01-Nov-19
Lookers limp.

Lookers (LOOK) Q3 trading much more challenging than expected, cuts U/L pretax guidance to £20m. F/C is £40m. New car LFL -3.2% cf market -0.6%. Will close 15 sites. The 9 freehold ones are expected to realise c.£28m, better than book. CEO and COO walk but will remain available till end 2019. They are thanked.

@MrContrarian


How generous of them. That's all of 8-weeks.

regards, dspp

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Re: MrC's Smallcap Sweeps for Nov 2019

#261948

Postby MrContrarian » November 4th, 2019, 7:33 am

Smallcap Sweep. 04-Nov-19


Team17 (TM17) guides FY adjusted EBITDA and rev ahead of market expectations.
Aukett Swanke (AUK) as guided (hoped?) FY will be profitable, subject to there being no material impact for IFRS 9 and 15.. No figure. Lossmaking Moscow div sold for nominal sum but will still trade as Aukett Swanke.
MyCelx (MYX) cuts FY guidance to $12.5m rev, EBIDTA -$1.3m, and net loss $3.3m. Blames Saudi adjustments in customer maintenance schedules and production disruption. Also "whilst maintenance activity is expected to increase in the first half of 2020, the historically dependable Rapid Response contracts typically signed in the last quarter of the calendar year are unlikely to occur in the current environment." Remains "upbeat about the number of opportunities we are seeing at the moment."


Notes (do not rely on the data)
TM17: Price=297. Cap=390m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AUK: Price=0. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Aukett Swanke Group provides architectural design, master planning, interior design, executive architecture and associated engineering services to the variety of clients in the UK and overseas.
MYX: Price=66. Cap=13m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
MyCelx Technologies Corp is a clean water technology company. The Company provides novel water treatment solutions to the oil and gas, power, marine and heavy manufacturing 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

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Re: MrC's Smallcap Sweeps for Nov 2019

#262169

Postby MrContrarian » November 5th, 2019, 7:31 am

Smallcap Sweep. 05-Nov-19


GAN (GAN) guides FY rev up over 100% vs F/C 61%.
Nanoco (NANO) cash-strapped co enters strategic review including preliminary discussions with certain parties about a potential sale of the Company. Also reviewing other sources of funding.
Best Of The Best (BOTB) H1 trading: pretax tracking ahead of market expectations.
Topps Tiles (TPT) CEO leaving end Nov, succeeded by CFO. He is thanked.
Sabien Technology (SNT) founder & CEO scarpers, immediate effect. He is thanked. Will conduct a business review.


Notes (do not rely on the data)
GAN: Price=115. Cap=98m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
GAN is a provider of online gaming software, operational support services and online game content development services to the casino industry.
NANO: Price=15. Cap=43m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Nanoco Group is engaged in research, development and manufacturing of heavy-metal-free quantum dots and semiconductor nanoparticles in United Kingdom with the use of cadmium-free quantum dot (CFQD) technology.
BOTB: Price=277.5. Cap=26m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Best of the Best is a luxury car competition operator. The company is engaged in organizing various competitions including supercar competition displayed in the retail space within airport terminals, at shopping centers and online.
TPT: Price=73.2. Cap=144m. 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.
SNT: Price=0.24. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Sabien Technology Group is engaged in designing, manufacturing and sale of M2G, a boiler energy efficiency technology to reduce energy consumption on commercial boilers by up to 35%.

* 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: MrC's Smallcap Sweeps for Nov 2019

#262492

Postby MrContrarian » November 6th, 2019, 7:37 am

Smallcap Sweep. 06-Nov-19
SEE strains to make news

Morgan Sindall (MGNS) guides FY slightly above Board's previous expectations.
Frontier IP Group (FIPP) £3.5m placing at 50p, a 10% discount, to "to support the ongoing needs of the business, the conversion of the pipeline and to provide resource to exploit future investment opportunities and the continued development and commercialisation of the current portfolio." So they just need money.
Impact Healthcare REIT (IHR) Proposed placing of £50m at 108p, a 2% discount.
W.H. Ireland (WHI) proposed placing of £2.5m min at 48p, a 2% discount. Will give a "significant buffer to its minimum regulatory capital requirement."
Seeing Machines (SEE) Business Update - a list of things any decent business would be doing as a matter of course. Cutting mfr cost, chip supply agreement, appointing a distributor.
Intu Properties (INTU) slightly weak trading. A fundraise is likely to cut debt as well as asset sales.


Notes (do not rely on the data)
MGNS: Price=1300. Cap=591m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Morgan Sindall Group plc is a UK based company engaged in construction and regeneration sector.
FIPP: Price=56. Cap=24m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Frontier IP Group is engaged in the commercialization of intellectual property (IP) through providing advisory services and access to capital to universities and businesses, in order to accelerate growth.
IHR: Price=110. Cap=315m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
WHI: Price=48.1. Cap=21m. 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.
SEE: Price=4.63. Cap=156m. 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.
INTU: Price=40.24. Cap=545m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Intu Properties is a real estate investment trust. The company owns and manages retail properties. The company’s portfolio includes shopping centres across the United Kingdom and Spain.

* 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: MrC's Smallcap Sweeps for Nov 2019

#262693

Postby MrContrarian » November 7th, 2019, 7:40 am

Smallcap Sweep. 07-Nov-19
TheWorks warns

TheWorks.co.uk (WRKS) guides FY pretax significantly below current market expectations. H1 rev LFL down 3.6%.
Hansard Global (HSD) Q1 Present Value of New Business Premiums up 10%. Growth largely from new business in the UAE. In line?
AFC Energy (AFC) When 'disruptive' gets tired, wheel out 'truly disruptive'. Update on progress of the truly disruptive HydroX-Cell(S) fuel cell.
System1 (SYS1) H1 rev up 4%, pretax up 35%. Normalised pretax up 26%. "H1 sales growth is not yet on the trajectory we are aspiring to." Waffle for warning?


Notes (do not rely on the data)
WRKS: Price=76.67. Cap=48m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
HSD: Price=40. Cap=55m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Hansard Global is a specialist long-term savings provider. It is engaged in distribution and servicing of long-term investment products. The company's products comprise of Vantage Platinum II, Capital Builder Family and Universal Personal Portfolio.
AFC: Price=6.1. Cap=27m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AFC Energy develops alkaline fuel cell technology using hydrogen to produce electricity. It provides alkaline fuel cell technology in an industrial application and the technology to provide electricity in the United Kingdom.
SYS1: Price=179.9. Cap=23m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.

* 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: MrC's Smallcap Sweeps for Nov 2019

#262910

Postby MrContrarian » November 8th, 2019, 7:20 am

Smallcap Sweep. 08-Nov-19


Charles Taylor (CTR) hiked rec offer of 345p + £.65p div.
Castings (CGS) H1. Outlook "commercial vehicle sector has reported a decline in order intake in Europe. Accordingly, we have seen a reduction in schedules from this element of our customer base, which represents 70% of group revenue."


Notes (do not rely on the data)
CTR: Price=318. Cap=248m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Charles Taylor provides professional services to the global insurance market. The company follows fee based model.
CGS: Price=383.4. Cap=167m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Castings is an iron casting and machining group based in the UK, supplying both the domestic and export 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

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Re: MrC's Smallcap Sweeps for Nov 2019

#263425

Postby MrContrarian » November 11th, 2019, 7:32 am

Smallcap Sweep. 11-Nov-19
ECO Animal Health sickly

ECO Animal Health (EAH) H1 poor due to African Swine Fever in China. FY will be significantly below market forecasts if this continues.
Falanx Group (FLX) says H1 rev will be up 20%. No F/C but FY19 rev was up 73%.
Sirius Minerals (SXX) now seeking only $600m, which would need to be committed by end Q1 2020 to recommence development from April 2020, for a bare bones 'Initial Scope' mine. Speaking to possible funders.
Wey Education (WEY) FY pretax -£685k (-£302k) but adj pretax-cont £322k (£148k), ahead of market expectations.
Tissue Regenix (TRX) will breach covenant but discussions with MidCap Financial "progressing well and the Board is optimistic of being able to agree a solution."
Carr's Group (CARR) FY adj EPS up 5%, moderately ahead of the Board's expectations. Current trading in line.


Notes (do not rely on the data)
EAH: Price=363.24. Cap=245m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Eco Animal Health Group is a player in the animal health domain. It is a global drug manufacturer, which develops the latest drugs for the treatment of a range of conditions in pets and farm animals.
FLX: Price=1.5. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Falanx Group Ltd, through its subsidiaries, is engaged in providing international supply and installation of blast protection devices as well as providing security consultancy. It also provides international business intelligence consultancy.
SXX: Price=3.2. Cap=224m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Sirius Minerals is a producer of multi-nutrient fertilizers. The company is currently organized into one business division: the UK segment. POLY4 is the trademark name of all polyhalite products from the company.
WEY: Price=10.1. Cap=14m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Wey Education is an online educational services company using an online platform to deliver teaching both in the UK and overseas. It operates two schools, a B2B business and an online language school.
TRX: Price=2. Cap=23m. 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.
CARR: Price=143. Cap=131m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.

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

@MrContrarian

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Re: MrC's Smallcap Sweeps for Nov 2019

#263632

Postby MrContrarian » November 12th, 2019, 7:49 am

Smallcap Sweep. 12-Nov-19
Leeds bleeds, DISH dog's dinner

BigDish (DISH) CEO demoted to acquisition of restaurant groups and technology integrations with ePOS. New CEO 'with a proven track record of restaurant acquisition' starts 2 Dec. Sacks 7 of its 9 Territory Managers. Cutting costs. Never looked appetising.
Telit Communications (TCM) 9 months trading: Adj EBITDA and 'profit in cash' slightly ahead of mgt expectations but guides FY in line with mgt expectations.
RTC Group (RTC) Network Rail extends contract by 1 year to Mar 2021.
Leeds Group (LDSG) poor FY to end May (why so long?) as guided in May. Pretax -£1.85m (+£0.9m). "Trading conditions remain challenging and it will be a difficult year again in 2020, as it will take time for the decisions taken this year to fully translate into improved results."


Notes (do not rely on the data)
DISH: Price=2.27. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
TCM: Price=158. Cap=210m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Telit Communications operates in the field of the Internet of Things (IoT) and machine to machine (M2M) communications. It offers the industry's broadest portfolio of integrated products, platforms, and services.
RTC: Price=52.6. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
RTC Group PLC, through its subsidiaries, is engaged in the recruitment of human capital resources and the provision of managed services. The company serves industries in both domestic and international markets.
LDSG: Price=20. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Leeds Group is a textile processing company. The company engages in fabric printing and yarn dyeing and is organized under two segments: Hemmers Europe and Hemmers China.

* 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: MrC's Smallcap Sweeps for Nov 2019

#263871

Postby MrContrarian » November 13th, 2019, 7:40 am

Smallcap Sweep. 13-Nov-19
Bonhill downhill

Bonhill (BONH) guides FY EBITDA £2.5m, materially below market expectations. Blames continued challenging conditions experienced by Last Word Media in the UK and Hong Kong and significant investment to transform its offering. "However the new technology platform and the calibre of the people we have recruited combined with the underlying work in improving our offering puts the Group in a stronger position...£1.5m of cost savings already identified."
Accesso Technology (ACSO) offer talks not dead, continuing to engage in discussions with several parties.
Eddie Stobart (ESL) offer from proposal from DouglasBay Capital III Fund for 51%. Would form JV with existing holders in exchange for making £55m loan. No consideration menationed. Wincanton still pondering an offer.
Integumen (SKIN) multi-year Framework Agreement with Parity for s/w across Parity's NHS, Central Government and Private Institutional clients. Now guides FY20 rev $4m "excluding developments that may arise from Integumen entering into the agreement with Parity Group". No F/C to compare.
Renold (RNO) H1 weak due to reduction in demand in traditional markets. This trend expected to continue into H2. Cost cutting mean it expects FY 'overall result' in line.


Notes (do not rely on the data)
BONH: Price=52.75. Cap=26m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ACSO: Price=515. Cap=142m. 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.
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.
SKIN: Price=1.79. Cap=18m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Integumen is a personal health care company. It develops and commercializes technology and products for the human integumentary system that may improve physical appearance, hygiene and general health outcomes.
RNO: Price=21. Cap=47m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Renold plc is an international group engaged in the manufacture of machinery related components, primarily conveyor chains and couplings. Its products are used in theme park rides, cement mills, agricultural machinery, and mining, among others.

* 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: MrC's Smallcap Sweeps for Nov 2019

#264115

Postby MrContrarian » November 14th, 2019, 7:34 am

Smallcap Sweep. 14-Nov-19
More cracks at Portmeirion

Stobart Group (STOB) H1 loss up 20%, "strategic and operational performance in line with expectations". What about the profit? Suspends div to invest in growth.
Gulf Marine Services (GMS) raises FY EBITDA guidance to $48-50m from $45-48m. Hikes cost saving target to $10m PA from $8.5m.
Card Factory (CARD) Q3 sales LFL -0.3% cf H1 +1.5%. Guides FY profit broadly in line with its previous expectations.
Portmeirion Group (PMP) trading: Asian distributors were re-shipping product to the weak S Korea mkt giving larger overstock than thought. Will tighten control of distributors but guides FY profit materially behind current market expectations.


Notes (do not rely on the data)
STOB: Price=123. Cap=461m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Stobart Group is an infrastructure and support services business. Its segments include Energy, Aviation, Rail, Investments and Infrastructure.
GMS: Price=8.5. Cap=30m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Gulf Marine Services is a provider of self-propelled, self-elevating accommodation jack-up barges in the Middle East and globally. The Company's business segments are Small Class vessels, Mid-Size Class vessels, Large Class vessels, and Other vessels.
CARD: Price=155. Cap=529m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Card Factory is a UK's specialist retailer of greeting cards, dressings and gifts. It focuses on the value and mid-market segments of the UK's large and resilient greeting cards market, & also offers small gifts and gift dressings.
PMP: Price=845. Cap=92m. 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.

* 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: MrC's Smallcap Sweeps for Nov 2019

#264417

Postby MrContrarian » November 15th, 2019, 7:40 am

Smallcap Sweep. 15-Nov-19
Eddie Stobart holders lose driving seat in rescue

Non-Standard Finance (NSF) guides FY op profit lower than expected (by mkt?) due to lower volumes in guarantor loans.
Veltyco (VLTY) gets worse as income from the Group's affiliate business is currently minimal and below management expectations. Still seeking funding. Sounds critical. Nurse!
Haynes Publishing (HYNS) puts itself up for sale. Follows death of founder this year.
Instem (INS) buys US-based s/w co Leadscope for up to $4.6m in cash and shares. Expected to be earnings enhancing from 2020.
Carpetshite (CPR) rec takeover at previously guided 5p.
Eddie Stobart (ESL) recommended rescue. 51% of co gifted to major shareholder for a £55m loan at 18% PA. Restates results, guides end FY net debt £200m.
Urban Exposure (UEX) following the restructure proposal, co "has received a number of additional proposals, which it is considering, along with other value enhancing opportunities."


Notes (do not rely on the data)
NSF: Price=33. Cap=103m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Non-Standard Finance is a credit service provider. Its services include unsecured loans, home credit and other credit facilities throughout the United Kingdom.
VLTY: Price=3.96. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Veltyco Group is a marketing firm engaged in the gaming, binary options, and lottery business. It enters into marketing agreements with platform operators mainly from British Virgin Islands and the Isle of Man.
HYNS: Price=402. Cap=25m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Haynes Publishing Group is engaged in the production and sale of automotive and motorcycle repair manuals. It publishes books on motoring, transport, family, and do it yourself related areas with operations in UK, Europe, North America and Australia.
INS: Price=378. Cap=62m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Instem provides IT solutions to the early development healthcare market. The Company's solutions for data collection, management and analysis are used by customers, to meet the needs of life science and healthcare organisations.
CPR: Price=4.2. Cap=13m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Carpetright and its subsidiaries are retailer of floorcoverings and beds in UK and Rest of Europe.
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.
UEX: Price=59. Cap=94m. 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: MrC's Smallcap Sweeps for Nov 2019

#265046

Postby MrContrarian » November 18th, 2019, 7:41 am

Smallcap Sweep. 18-Nov-19
Consort Medical takeover

Consort Medical (CSRT) rec offer of 1010, a 39% premium.
Chamberlin (CMH) H1. Guides FY small loss, excluding the restructuring cost of £0.7m. F/C is for tiny profit.
IQE (IQE) cuts FY rev guidance to £136m- £142m from £140m - £160m. Expects mid-single digit adjusted operating loss. Blames weak RF sales. "Capex will be towards the bottom end of the previous guidance of £30-40m and the net debt position at year end is expected to be between £15m to £20m."
LightwaveRF (LWRF) struggling tech tinpot hoists For Sale flag because "recent fundraisings have taken up more of management's time than desired, relative to the amounts raised."
Westminster Group (WSG) formal signing of contracts for security screening at Ghanian port close to being finalised.


Notes (do not rely on the data)
CSRT: Price=726. Cap=358m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Consort Medical is mainly a medical device manufacturer. Its core products include drug delivery devices such as inhaler, auto-injector, nasal and ocular technologies. It also supplies drugs such as active pharmaceutical ingredients.
CMH: Price=25. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.
IQE: Price=65.85. Cap=524m. 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.
LWRF: Price=4.09. Cap=5m. 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.
WSG: Price=10.8. Cap=16m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Westminster Group together with its subsidiaries, designs, supplies and provides ongoing support for technology security, safety, fire and defence solutions to government and non-governmental agencies and blue chip commercial organisations.

* 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: MrC's Smallcap Sweeps for Nov 2019

#265286

Postby MrContrarian » November 19th, 2019, 7:51 am

Smallcap Sweep. 19-Nov-19
Lots of weakness in bumper report

ECSC Group (ECSC) Trading: "strong return to growth, and positive cash-flows since H1...some challenging UK economic conditions..." Guides FY broadly in line with current market expectations.
TT Electronics (TTG) trading: YTD rev up 12% at const £, 5% organic. "Sensors and Specialist Components has continued the weaker trend experienced in Q2, as expected, and this trend is now expected to continue into 2020." Cash restructuring costs will increase by c.£2m.
Polypipe (PLP) 10 months' trading: rev up 4.3% but last 4 months up 1.7%. Since the end of Oct weakness has been compounded by flooding and poor ground conditions. Guides U/L operating profit for the year to be just below previous mgt expectations.
Stirling Industries (STRL) proposed acquisition - can't get funding. Will de-list, wind-up and return remaining funds to shareholders. Expect 7p/sh.
DIreshite (DIA) very weak October, expect FY EBIT £5m to £8m after adj for non-underlying costs of c.£6m in addition to those reported in August. Blames slowdown in the global markets. Unable to reach a compensation settlement with disastrous sub-contractor Sanmina, "exploring all options to recover costs."
Plutus PowerGen (PPG) desperate times as two clients stop payments because Plutus hasn't got the personnel to manage them per contract terms. "Confident the Company would be able to raise further funds to enable the Company's debts to be paid as they fall due, should the need arise."
SRT Marine Systems (SRT) guides FY in line despite weak H1 with rev only £3.5m and pretax -£1.5m (-£1.3m). Outlook: "board expects to see our transceivers business benefitting from the increased sales channels and new product launches during the seasonal buying period. I also expect to see our systems business completing several major performance milestones on our existing contracts and, subject to customer processes and timings, the conversion and commencement of new system contracts."
AO World (AO.) H1 rev up 16%, 3% LFL. Pretax -£10.6m, flat YoY. Closing Netherlands at a £3m cost. Outlook unclear. "It is our ambition that the Group will be cash generative on an Adjusted EBITDA less debt repayment, interest, taxes and monthly share of annualised capex by the end of the FY." No even guidance, ambition! Well I have an ambition to tidy my workshop, since 2012.
Trifast (TRI) H1 rev down 3%. U/L EPS 6.39p down 11%. Outlook "Despite the short-term end market weaknesses and macroeconomic uncertainty, we are confident in the strong long-term fundamentals of our business model. The Board remains committed to its ongoing investment driven growth strategy and is optimistic for the long-term future."


Notes (do not rely on the data)
ECSC: Price=78. Cap=7m. 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.
TTG: Price=245. Cap=401m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
TT Electronics provides engineered electronics for performance critical applications across industrial, transportation, aerospace, defence and medical markets.
PLP: Price=476.4. Cap=953m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Polypipe Group is a manufacturer of plastic pipe systems for the residential, commercial, civils and infrastructure industries. It manufactures and supplies products for applications in drainage, plumbing, heating and ducting.
STRL: Price=41.9. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
DIA: Price=305. Cap=99m. 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.
PPG: Price=0.15. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Plutus PowerGen generates power from flexible stand-by power generation farms. The Company sells power to energy supply companies during periods of peak electricity demand or grid instability.
SRT: Price=41.23. Cap=64m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.
AO.: Price=58.45. Cap=279m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AO World is an online retailer of domestic appliances. The Company sources, sells and delivers domestic appliances, including washing machines, and washer dryers as well as small domestic appliances including vacuums, and floor cleaners.
TRI: Price=168. Cap=205m. 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.

* 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: MrC's Smallcap Sweeps for Nov 2019

#265653

Postby MrContrarian » November 20th, 2019, 7:29 am

Smallcap Sweep. 20-Nov-19


Fevertree Drinks (FEVR) Cuts FY rev guidance to £266m-£268m, 12-13% up YoY but a 3% miss. Blames weak UK Off-Trade mkt.
Brand Architekts (BAR) AGM stmt: "UK market conditions remain difficult and international sales have been negatively affected by increased tariffs on China...We expect both the UK and international sales will return to growth in H2". Prev guides slow start to FY.
Infrastrata (INFA) £1m open offer & Primary Bid offer at 0.3p. Follow on from £6m placing.
Carclo (CAR) sells Wipac Czech for €1.1m on debt-free basis. Talks to sell troubled Wipac UK in an advanced stage with a single party.
Ramsdens (RFX) re 6% fall yesterday after H&T announced FCA investigation into its lending "confirms that it does not offer unsecured personal loans nor high-cost, short term credit loans as defined by the FCA." Trading in line.
Advanced Oncotherapy (AVO) £2.7m placing at 40p, a 7% premium.
Clipper Logistics (CLG) confirms press rpt of approach.


Notes (do not rely on the data)
FEVR: Price=1858.5. Cap=2158m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Fevertree Drinks is a supplier of premium carbonated mixers for alcoholic spirits. It sells carbonated mixers to hotels, restaurants, bars and cafes on trade as well as supermarkets and off-licenses for retail purchase off trade.
BAR: Price=177.51. Cap=30m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
INFA: Price=0.32. Cap=5m. 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.
CAR: Price=11. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Carclo is a technology light-emitting diode (LED) plastics group which is engaged in four segments; Technical Plastics, LED Technologies, Aerospace and Conductive Inkjet Technology. The company is also a supplier of control cables in Europe.
RFX: Price=187.9. Cap=58m. 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.
AVO: Price=37.05. Cap=88m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Advanced Oncotherapy is a medical care company which utilizes radiation-based treatment. Its technologies address serious illness in patients such as tumors.
CLG: Price=242.5. Cap=247m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Clipper Logistics offers logistics solutions. Its activities comprise E-fulfilment & returns management services, non e-fulfilment logistics. Its majority revenues come in from United Kingdom and remaining from Germany, and Rest of 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.

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Re: MrC's Smallcap Sweeps for Nov 2019

#265918

Postby MrContrarian » November 21st, 2019, 7:38 am

Smallcap Sweep. 21-Nov-19
Allied Minds activism

Blue Prism (PRSM) FY trading strong with a a significant acceleration in H2 sales. FY rev at least £98m (up 77%). F/C is £97.7m. This "reinforces the Board's confidence in its revenue expectations for FY20." Profit? Co makes it sound a beat but probably not.
EIH (EIH) proposes delisting. Evolvence India Fund wind up extended. While directors "remain confident that further realisations from EIF's underling portfolio will be achieved, there is now a higher level of uncertainty as to both the value of the remaining assets to be realised and the timing of distributions to shareholders. Moreover, the Investment Manager has indicated that certain assets are the subject of negotiations for sale at a discount to the carrying value [previously] stated."
Allied Minds (ALM) shareholder Crystal Amber loses patience and requisitions GM to change board. Alleges excessive costs.
Judges Scientific (JDG) 200p special div.


Notes (do not rely on the data)
PRSM: Price=888. Cap=719m. 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.
EIH: Price=0.07. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ALM: Price=49.65. Cap=120m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Allied Minds mainly provides and sells life sciences and information technology products and services. Its products include medical devices, diagnostics, biopharmaceuticals, cybersecurity, communications, semiconductors, and food safety.
JDG: Price=5040. Cap=314m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Judges Scientific is engaged in designing, manufacturing and sale of scientific instruments.

* 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: MrC's Smallcap Sweeps for Nov 2019

#266181

Postby MrContrarian » November 22nd, 2019, 7:30 am

Smallcap Sweep. 22-Nov-19
Brave Bison butts holders

Science in Sport (SIS) guides FY rev slightly ahead of market expectations but small EBITDA loss instead of +£0.3m. Blames whey price increase and FX.
Kin and Carta (KCT) £13.6m placing at 89p (nil discount) to fund acquisition.
Brave Bison (BBSN) guides FY rev £16m (£21m and adjusted EBITDA -£0.7 million (+£0.8m), significantly below market expectations. Blames Facebook's new publishing policies and weak H2 at APAC branded content division.
Caffyns (CFYN) weak H1 with rev down 7%, UL EPS 4.3 (34.3). Outlook: supply issues improved, cautiously optimistic.
SThree (STHR) changes ticker to the trendy STEM. What a waste of time.


Notes (do not rely on the data)
SIS: Price=47.9. Cap=59m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Science in Sport is engaged in developing, manufacturing and marketing sports nutrition products for professional athletes and sports enthusiasts. Its products are researched and developed by sports scientists along with international athletes.
KCT: Price=89. Cap=136m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
BBSN: Price=1.44. Cap=9m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Brave Bison Group monetizes online video content. The Company is engaged in online video content marketing with particular emphasis on social media talent. It brings together Content Owners, Creators, Brands and Publishers.
CFYN: Price=401. Cap=11m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Caffyns is a motor retailer and after sale service provider in southeast England. The company is engaged in the sales and maintenance of motor vehicles like Audi, Skoda, and Volvo. It also sells parts and accessories through dealers.
STHR: Price=300. Cap=397m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SThree engages in staffing business. It provides contract and permanent recruitment services. It operates in information and communication, engineering, energy, life sciences, banking and finance 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.

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Re: MrC's Smallcap Sweeps for Nov 2019

#266921

Postby MrContrarian » November 25th, 2019, 7:30 am

Smallcap Sweep. 25-Nov-19
Dull

Sportech (SPO) guides FY adj EBITDA, excluding Sports Betting investments (why?), ahead of mgmt expectations, rev in line.
Nuformix (NFX) £1.25m placing at 7p, a 17% discount. Described as a 'tactical' placing (that's a new one) "to strengthen its overall position during negotiations in Asia for NXP002 and accelerate progress within two promising programmes."
Corero Network Security (CNS) £3.25m placing at 3.5p, an 11% premium! Will keep the lights on and fund SmartWall. If co doesnt get the placing away it will have to immediately secure alternative financing.
Zoetic (ZOE) trading: busy with lots of stuff but no financials at all.
Wandisco (WAND) keep the lights on $16.5m placing at at 425p, a 22% premium!


Notes (do not rely on the data)
SPO: Price=32.5. Cap=62m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Sportech is engaged in pools betting, both B2B & B2C, and supply of wagering technology solutions.
NFX: Price=8.41. Cap=40m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Nuformix is a pharmaceutical development company using cocrystal technology to unlock the therapeutic potential of approved drugs with lead programmes in oncology supportive care and fibrosis.
CNS: Price=3. Cap=12m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Corero Network Security is engaged in supply of security products and services to international customers and the supply of finance and management information software solutions to the UK education and commercial markets.
ZOE: Price=8.31. Cap=13m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
WAND: Price=340. Cap=154m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Wandisco provides collaboration software to software development industry. It offers Active Data Replication, a patented technology that enables replication of continuously changing data to the cloud and on-premises data centres; and WANdisco Fusion.

* 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: MrC's Smallcap Sweeps for Nov 2019

#267216

Postby MrContrarian » November 26th, 2019, 7:34 am

Smallcap Sweep. 26-Nov-19
Eddie Stobart rescue rigmarole

Eddie Stobart Logistics (ESL) Wincanton no bid, possible proposal by ex CEO Andrew Tinkler's vehicle TVFB for fundraise from new and existing holders of up to £70m.
Motif Bio (MTFB) to delist from Nasdaq because it trades below $1.
WANdisco (WAND) $500k contract renewal.
1PM (OPM) £22.5m increase in debt lines. "The Group continues to experience robust demand for finance."


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.
MTFB: Price=0.48. 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.
WAND: Price=366. Cap=166m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Wandisco provides collaboration software to software development industry. It offers Active Data Replication, a patented technology that enables replication of continuously changing data to the cloud and on-premises data centres; and WANdisco Fusion.
OPM: Price=32.9. Cap=29m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
1pm is a provider of financial services. Its offering includes lease finance, hire purchases and business loans.

* 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: MrC's Smallcap Sweeps for Nov 2019

#267549

Postby MrContrarian » November 27th, 2019, 7:28 am

Smallcap Sweep. 27-Nov-19
Nasty pricks puncture STM

STM Group (STM) guides FY rev only £23m, U/L pretax £2.5m. Blames lots of factors: rebranding tte Carey acquisition has taken longer than expected, successful application of the Carey Master Trust to the Regulator took longer than anticipated, weak Pensions new business.... 2020 also hit by slower new product revenue and additional ongoing costs. Never like to see blaming this that and the other.
Grafenia (GRA) a bit of lightness in the PR BS "We're not rushing to do deals, so we can say we've done a deal. No deal is… well, you've heard that before."
Versarien (VRS) yet another Partnership Agreement, to use graphene ink in clothing.


Notes (do not rely on the data)
STM: Price=43.1. Cap=26m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
STM Group is engaged in the financial services sector in the United Kingdom. The company provides a range of financial solutions such as pensions, corporate trustee service, insurance management and life assurance.
GRA: Price=9.5. Cap=11m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Grafenia creates software and systems which powers the graphic arts industry. It operates complex logistics, a SaaS platform and brands which sell print and web to business customers.
VRS: Price=92. Cap=142m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Versarien is engaged in the engineering materials business developing valuable new materials through the commercialization of new manufacturing processes.

* 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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