Re: Re: MrC's Smallcap Sweeps for June 2020
Posted: June 1st, 2020, 7:36 am
Smallcap Sweep. 01-Jun-20
LiDCO (LID) AGM stmt: sales fallen back to flat YoY in May. "Tentative expectations that elective surgeries will return to usual levels in the coming months."
Zoetic (ZOE) distribution agreement with a US multi-state provider. COVID slowed the sales roll-out but position is now looking more positive.
Marshall Motor Holdings (MMH) guides H1(June) loss. All showrooms and all other operating units open today. Talks to amend covenants and extend RCF from 2021.
Mattioli Woods (MTW) guides FY(May) rev only slightly up. Co will continue to have significant cash balances and headroom on its regulatory capital requirements.
PowerHouse Energy (PHE) not aware of any material basis for SP rise. Cash will lasy to Q4.
IQ-AI (IQAI) gets $2.57 million, five-year grant from National Institutes of Health(NIH) for optimising and validating tools for the prediction of brain tumor response to therapy.
Topps Tiles (TPT) £18.1m sales and leaseback. 29% premium to NAV.
Cloudcall (CALL) existing customer sales bookings down 35%, new customers down ~28% YTD. "I believe that if a second wave of COVID-19 can be avoided, we'll finish the year with revenues broadly in line with last year." Microsoft Teams videoconferencing integration should launch in the next few months.
In line: MJH
Notes (do not rely on the data)
LID: Price=8.38. Cap=20m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
LiDCO Group supplies non-invasive and minimally invasive hemodynamic monitoring equipment to hospitals. The company’s products are used principally in the treatment of high-risk patients in both critical care units and in the operating theatre.
ZOE: Price=4.85. Cap=10m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
MMH: Price=105. Cap=82m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Marshall Motor Holdings is engaged in the business of automotive retailing and leasing. The company through its franchise offering involves in the car and commercial vehicle sales, leasing, servicing of vehicles and associated activities.
MTW: Price=716. Cap=193m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Mattioli Woods is a provider of wealth management, asset management and employee benefit services. It provides services of setting up and administering pension schemes, banking arrangements, property management and employee benefit services.
PHE: Price=3.63. Cap=75m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
PowerHouse Energy Group is an alternative energy company engaged in the sale of waste to energy systems.
IQAI: Price=2.75. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
TPT: Price=39.4. Cap=77m. 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.
CALL: Price=88. Cap=34m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Cloudcall Group provides software and cloud services. The Company develops and provides a suite of cloud based software products and services for organisations to use their communications more effectively.
* 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
LiDCO (LID) AGM stmt: sales fallen back to flat YoY in May. "Tentative expectations that elective surgeries will return to usual levels in the coming months."
Zoetic (ZOE) distribution agreement with a US multi-state provider. COVID slowed the sales roll-out but position is now looking more positive.
Marshall Motor Holdings (MMH) guides H1(June) loss. All showrooms and all other operating units open today. Talks to amend covenants and extend RCF from 2021.
Mattioli Woods (MTW) guides FY(May) rev only slightly up. Co will continue to have significant cash balances and headroom on its regulatory capital requirements.
PowerHouse Energy (PHE) not aware of any material basis for SP rise. Cash will lasy to Q4.
IQ-AI (IQAI) gets $2.57 million, five-year grant from National Institutes of Health(NIH) for optimising and validating tools for the prediction of brain tumor response to therapy.
Topps Tiles (TPT) £18.1m sales and leaseback. 29% premium to NAV.
Cloudcall (CALL) existing customer sales bookings down 35%, new customers down ~28% YTD. "I believe that if a second wave of COVID-19 can be avoided, we'll finish the year with revenues broadly in line with last year." Microsoft Teams videoconferencing integration should launch in the next few months.
In line: MJH
Notes (do not rely on the data)
LID: Price=8.38. Cap=20m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
LiDCO Group supplies non-invasive and minimally invasive hemodynamic monitoring equipment to hospitals. The company’s products are used principally in the treatment of high-risk patients in both critical care units and in the operating theatre.
ZOE: Price=4.85. Cap=10m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
MMH: Price=105. Cap=82m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Marshall Motor Holdings is engaged in the business of automotive retailing and leasing. The company through its franchise offering involves in the car and commercial vehicle sales, leasing, servicing of vehicles and associated activities.
MTW: Price=716. Cap=193m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Mattioli Woods is a provider of wealth management, asset management and employee benefit services. It provides services of setting up and administering pension schemes, banking arrangements, property management and employee benefit services.
PHE: Price=3.63. Cap=75m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
PowerHouse Energy Group is an alternative energy company engaged in the sale of waste to energy systems.
IQAI: Price=2.75. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
TPT: Price=39.4. Cap=77m. 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.
CALL: Price=88. Cap=34m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Cloudcall Group provides software and cloud services. The Company develops and provides a suite of cloud based software products and services for organisations to use their communications more effectively.
* 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