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Re: Mr's Smallcap Sweeps for August 2017

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Re: Mr's Smallcap Sweeps for August 2017

#71134

Postby MrContrarian » August 1st, 2017, 8:42 am

Smallcap Sweep. 01-Aug-17
Appalling corp gov. + warnings at RGD.

Real Good Food (RGD) Normal service is resumed with a bitter bag of bad news. Warns on 2017 & 2018. Two items cutting 2017 profit and one for 2018. Yet they are all discovered at the same time! What are the chances? As a bonus "payments made to certain Directors for consultancy services have not been separately disclosed in the related party transaction notes to its previously published audited Annual Report & Accounts for FY 2014, FY 2015 and FY 2016." Total that slipped through was £1.8m for Exec Chairman Pieter Totté and £55k to Peter Salter. A NED resigns, in disgust I hope.
Totté's undisclosed consultancy pay in 2016 was over 5x his disclosed tot emoluments. Is this a record? Obviously too busy with two jobs to "take all the steps that ought to have been taken as Director in order to be aware of any information needed by the Group’s auditor in connection with preparing its report and to establish that the Group’s auditor is aware of that information." Yet it's a NED that resigns, not him. Totally uninvestable.
Filtronic (FTC) FY "ended ahead of our initial expectations". Well thanks. I have no idea if that beats current expectations. "We note recent market announcements by Nokia and Ericsson that 2017 may be slightly more challenging than they previously expected."
Oh, and co raised £2.75m at 35p (from funds managed and controlled by Downing) only 1 month ago.
Escher Group (ESCH) H1 trading. A weak in line. "As anticipated, our licence sales in the first half were modest as compared to those of H1 2016. Nevertheless, the strength of our recurring and repeating revenue streams enabled us to deliver US$1.4m in adjusted EBITDA. "Overall, our pipeline of business for H2 2017 gives the Board confidence that expectations for the full year are deliverable."
Mccoll's Retail Group (MCLS) 1 year deal to source from Morrisons the "best-in-class fresh food and grocery offer". If you say so mate. Sold under "the much loved and trusted Safeway brand". You are definitely delusional. Will improve commercial terms.


Notes (do not rely on the data)
RGD: Price=36. Cap=29m. F/C for current FY*: EPS= 2.61, Prospective PE= 13.8, Revenue=NA.
Real Good Food is engaged in the sourcing, manufacturing and distribution of food to the retail and industrial sectors. Its products include sugar, baking ingredients, jams and sweet bakery products and among others.
FTC: Price=13.07. Cap=29m. F/C for current FY*: EPS= 0.53, Prospective PE= 24.7, 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.
ESCH: Price=225. Cap=51m. F/C for current FY*: EPS= 9.48, Prospective PE= 23.7, Revenue=NA.
Escher Group Holdings is a provider of retail and-message-based software solutions and services. It develops, markets, sells and supports enterprise-wide software applications for post office counter automation and distributed network communication.
MCLS: Price=233.5. Cap=269m. F/C for current FY*: EPS= 17.26, Prospective PE= 13.5, Revenue=NA.
McColl's Retail Group is a holding company. The Company through its holdings operates in the convenience & newsagent sectors. The Convenience stores are branded McColl's & the Newsagents are branded Martin's in England & Wales & RS McColl in Scotland.

* 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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Re: Mr's Smallcap Sweeps for August 2017

#71412

Postby MrContrarian » August 2nd, 2017, 7:43 am

Smallcap Sweep. 02-Aug-17

Thalassa Holdings (THAL) "Has received a [sic] revised and improved conditional offers from the interested third party for the acquisition of 100% of WGP Group Ltd and subsidiaries ("WGP") and investment in Autonomous Robotics Ltd ("ARL")....As a result, the Board has suspended any further purchases under the share buy back." The Board is reviewing the revised offers."
AdEPT Telecom (ADT) diversifies into IT services to the education sector. "The acquisition of Atomwide positions AdEPT as the leading IT provider to schools across London." Earnings enhancing but is it wise?


Notes (do not rely on the data)
THAL: Price=65. Cap=14m. F/C for current FY*: EPS= -3.13, Prospective PE= -20.8, Revenue=NA.
Thalassa Holdings operates in the energy services industry, focusing on marine geophysical services. The Company's operating segment is operations from geophysical project management, services and the supply of equipment.
ADT: Price=330. Cap=82m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AdEPT Telecom is an independent provider of voice and data communication services to both domestic and business customers. It provides fixed line calls, line rental, mobile and data connectivity products to business and residential customers in UK.

* 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

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Re: Mr's Smallcap Sweeps for August 2017

#71647

Postby MrContrarian » August 3rd, 2017, 8:08 am

Smallcap Sweep. 03-Aug-17

Communisis (CMS) H1 in line. " Bank refinancing completed in August with a new five year facility secured on improved term. Settlement reached in principle with pension trustees in July after the triennial valuation, to agree annual base company contributions for the next three years"
Portmeirion Group (PMP) H1 EPS up 21% to 11.94p. Exp FY in line. Net debt £1.7m, down £8m yoy, ahead of their expectations.
Byotrol (BYOT) FY - small loss, cash positive in H2. Placing, open offer at 4p, 14% disc.
Porta Communications (PTCM) £3m equity subscription by SEC (AIM: SECG) a public relations company with operations across Europe. Allows debt reduction, lower debt coupons.
Dekeloil (DKL) AGM stmt. "As a result of the record first half sales performance, H1 2017 EBITDA is expected to be materially higher [yoy]." No indication of in-lineness.


Notes (do not rely on the data)
CMS: Price=48. Cap=101m. F/C for current FY*: EPS= 6.2, Prospective PE= 7.7, Revenue=NA.
Communisis provides personalized customer communication services that specializes in helping clients communicate with their customers more effectively and more profitably in fast-changing markets.
PMP: Price=965. Cap=107m. F/C for current FY*: EPS= 66.4, Prospective PE= 14.5, Revenue=NA.
Portmeirion Group designs, manufactures and supply's ceramic and other homeware products. Its products include ceramic tableware, cookware and giftware, candles, placemats, and other associated products and manufactures ceramics.
BYOT: Price=4.53. Cap=11m. F/C for current FY*: EPS= 0, Prospective PE= NA, Revenue=NA.
Byotrol is engaged in the development, patenting and sale of products based on microbial technology. Its operations are located in the United Kingdom and the United States of America.
PTCM: Price=3.22. Cap=10m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Porta Communications is a holding company. It is engaged in building and operating an international communications and marketing business. The Company operates in two segments namely Corporate Communications and Marketing and Advertising.
DKL: Price=12.26. Cap=35m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
DekelOil Public is the operator of DekelOil Cote D'Ivoire SA. It is engaged in developing and cultivating palm oil plantations in Cote d'Iloire for the purpose of producing and marketing crude palm oil.

* 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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Re: Mr's Smallcap Sweeps for August 2017

#71955

Postby MrContrarian » August 4th, 2017, 7:44 am

Smallcap Sweep. 04-Aug-17

Nakama Group (NAK) FY loss as warned due to weak H2.
FairFX Group (FFX) Statement re. share price movement [a rise]. "In in advanced negotiations in respect of a substantial acquisition of a payment services business (the "Possible Acquisition"). The Possible Acquisition, should it proceed, would be financed through an equity placing and open offer with existing shareholders to raise approximately £25m through the issue of new ordinary shares in the Company at a price of around 58p." Thursday close 75p.
YouGov (YOU) Exp FY ahead of the Board's previous expectations.
S & U (SUS) H1 trading. Bullish.
Stanley Gibbons (SGI) Sale of certain assets and liabilities of the Interiors division to Millicent has fallen through due to Millicent being unable to raise the funds. The Company believes that there are other parties interested in acquiring the Group's interiors division.
Fairpoint Group (FRP) will appoint administrators.


Notes (do not rely on the data)
NAK: Price=1.71. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Nakama Group is a technology recruitment consultancy. The Company operates in the digital, creative, media, marketing, technology sectors with offices in the UK, Europe, Asia and Australia.
FFX: Price=75. Cap=78m. F/C for current FY*: EPS= -1.7, Prospective PE= -44.1, Revenue=NA.
FairFX Group is a provider of foreign exchange payment services to both private clients and corporations through prepaid currency cards, travel cash and international money transfers.
YOU: Price=258. Cap=254m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
YouGov is an international market research agency. The Company along with its subsidiaries is engaged in providing market research services.
SUS: Price=1880. Cap=224m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
S & U is engaged in providing motor finance and specialist lending services. The Company's Motor finance facility is provided to approximately over 80,000 customers in UK via secured hire purchase loans.
SGI: Price=9.11. Cap=13m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Stanley Gibbons Group (The) is engaged in trading in collectibles, dealing in antiques & works of art, auctioneering, the development & operation of collectible websites, philatelic publishing, retailing, & the manufacture of philatelic accessories.
FRP: Price=9.89. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Fairpoint Group is engaged in the provision of consumer professional services including debt solutions and legal services through its four core segments: IVA services, DMP services, claims management and legal 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
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Re: Mr's Smallcap Sweeps for August 2017

#72580

Postby MrContrarian » August 7th, 2017, 7:57 am

Smallcap Sweep. 07-Aug-17

Vernalis (VER) Two drugs now delayed by FDA having issues. Will work to resubmit.
Monitise (MONI) offer inc recommended to 3.1p from 2.9p after some shareholders say You are taking the piss.
Netcall (NET) Acquisition for £11m and 3.5m new shares. "in line with the strategy outlined at the start of the enhanced programme, the Board intends to terminate the enhanced dividend programme and expects to continue to pay out normal dividends." Exp FY broadly in line with market expectations. with rev £16.2 million (2016: £16.6 million), adj EBITDA flat.
Digital Barriers (DGB) $11.9 million US Government Contract Award. "Although the products carry material lead times, the Group will endeavour to deliver the contract before the end of the current financial year. It is not for Digital Barriers technology.


Notes (do not rely on the data)
VER: Price=18.94. Cap=100m. F/C for current FY*: EPS= -4.81, Prospective PE= -3.9, Revenue=NA.
Vernalis is a development stage pharmaceutical company. The Company develops products for the U.S prescription cough and cold market.
MONI: Price=2.83. Cap=66m. F/C for current FY*: EPS= -0.5, Prospective PE= -5.7, Revenue=NA.
Monitise is a digital technology company. It is engaged in delivering mobile banking, payments and digital agency and content sourcing services.
NET: Price=67.32. Cap=94m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Netcall is a provider of end-to-end customer engagement software and services to the healthcare, public and private sectors. It operates in one segment, being the design, development, sale and support of software products and services.
DGB: Price=28.5. Cap=51m. F/C for current FY*: EPS= -2.27, Prospective PE= -12.6, Revenue=NA.
Digital Barriers provides surveillance technologies to the homeland security and defense 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

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Re: Mr's Smallcap Sweeps for August 2017

#72893

Postby MrContrarian » August 8th, 2017, 7:58 am

Smallcap Sweep. 08-Aug-17

Pieter 'sticky-hands' Totté terminated at Real Good Food.

Seeing Machines (SEE) Expect FY ahead of mkt exp. Exp FY18 rev in line. "Will potentially invest up to A$50 million over the next two years to accelerate platform and product development and build an infrastructure capacity to support the sharp ramp in global customer programs. The Company projects to achieve EBITDA breakeven by the end of FY19 with an attractive EBITDA & Free Cash Flow margin profile accelerating from that point"
Real Good Food (RGD) Well, I'll eat my sigar-dusted hat. Pieter Totté resigns. He is no thanked for his big talk and bigger pockers. New FD too.
mporium Group (MPM) H1 Rev up 21% but still only £1.1m. Loss £2.4m (£2.9m) 'despite a substantial increase in headcount'. No indication of in-lineness.
Quarto Group (QRT) H1 sales cratered, big loss. Bid approach at an 'attractive' price. "We have seen lower initial orders and reprints from some large customers. In particular, most of our adult imprints have performed below our expectations." But "Order book visibility is healthy and our sales teams have the right plans in place to capture all possible opportunities. We have confidence throughout the Group in delivering a strong finish to the year." Bidder not disclosed - MBO?


Notes (do not rely on the data)
SEE: Price=3. Cap=33m. 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.
RGD: Price=21.42. Cap=11m. F/C for current FY*: EPS= 3.8, Prospective PE= 5.6, Revenue=NA.
Real Good Food is engaged in the sourcing, manufacturing and distribution of food to the retail and industrial sectors. Its products include sugar, baking ingredients, jams and sweet bakery products and among others.
MPM: Price=10.35. Cap=57m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
mporium Group PLC, formerly MoPowered Group is a Software-as-a-Service ('SaaS') platform which works with online retailers & e-commerce businesses to enable fully transactional m-commerce. It operates in UK, Europe and the United States of America.
QRT: Price=139.5. Cap=16m. F/C for current FY*: EPS= 31.12, Prospective PE= 4.5, Revenue=NA.
Quarto Group (The) Inc is engaged in distribution and publishing of illustrated books. The Company is also engaged in related areas of display marketing in Australia and New Zealand and publishing services in Hong Kong, Singapore and in UK.

* 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

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Re: Mr's Smallcap Sweeps for August 2017

#73161

Postby MrContrarian » August 9th, 2017, 8:10 am

Smallcap Sweep. 09-Aug-17
Bitter Tasty, Telit smell.

Share (SHRE) H1 ahead of mgmt exp. Rev up 23%. Underlying pretax £310,000 (H1 2016: £110,000). Curr trading positive.
Tasty (TAST) FY trading below management's revised expectations. "The Group has undertaken a full review of its estate, operational structure and cost base however the expected improvements from these initiatives are now unlikely to be significant in the current year"
Zamano (ZMNO) In discussions with a number of parties to sell remaining operating business and the Board believes it is close to executing a transaction with a preferred party. "Any transaction if it proceeds will be for a nominal consideration. zamano will also be required to make a cash contribution to the business to provide it with adequate working capital and in respect of potential liabilities that may arise following completion of the sale."
Gulf Marine Services (GMS) agrees more relaxed covenants.
Telit Communications (TCM) CEO takes a leave of absence while independent solicitors look into allegations of historic fraud charge in USA. Allegations https://www.shareprophets.com/views/308 ... on-the-run


Notes (do not rely on the data)
SHRE: Price=27.45. Cap=45m. F/C for current FY*: EPS= 0.16, Prospective PE= 171.6, Revenue=NA.
Share through its subsidiaries provides stockbroking and custodian services to retail investors.
TAST: Price=39.4. Cap=21m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tasty is engaged in the operation of restaurants. It operates in one operating and geographical segment, being the UK restaurant market.
ZMNO: Price=3.8. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Zamano is involved in the provision of mobile data services and technology in the United Kingdom, Ireland, Australia, and Eastern Europe. The Company facilitates communication and interaction between businesses and consumers.
GMS: Price=42.63. Cap=150m. F/C for current FY*: EPS= 2.05, Prospective PE= 20.8, Revenue=NA.
Gulf Marine Services is a provider of self-propelled, self-elevating accommodation jackup barges in Middle East and globally. The Company's business segments are Small Class vessels, Mid-Size Class vessels, Large Class vessels, and Other vessels.
TCM: Price=164.5. Cap=214m. F/C for current FY*: EPS= 10.2, Prospective PE= 16.1, Revenue=NA.
Telit Communications develops, manufactures and distributes communication modules, which enable machines, devices and vehicles to communicate via cellular wireless networks.

* 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

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Re: Mr's Smallcap Sweeps for August 2017

#73436

Postby MrContrarian » August 10th, 2017, 7:57 am

Smallcap Sweep. 10-Aug-17
DFS leverages BS.

St Ives (SIV) Good news for once. Sees FY at top end of mkt exp.
Redcentric (RCN) CEO will leave end 2017. Sounds amicable.
DFS (DFS) FY trading. EBITDA at low end of £82-87m guidance. Will cut costs, "leverage our fundamental strengths in store sales intensities". What? "Hello Ms Salesperson, I hear you are leveraging your fundamental strengths in store sales intensities." "Ah, you must be looking for our bullshit range of residential multi-person seating solutions."
AB Dynamics (ABDP) received its largest ever order for driving robots, from China.


Notes (do not rely on the data)
SIV: Price=54.5. Cap=78m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
St Ives provides marketing solutions. The Company's business segments are Strategic Marketing, Marketing Activation and Books. It offers point-of-sale, print management and field marketing services.
RCN: Price=77.03. Cap=115m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Redcentric is engaged in providing true managed services to mid-market organizations in the United Kingdom. The Company operates state-of-the-art data centres in Reading, Harrogate, London and Cambridge.
DFS: Price=229.26. Cap=485m. F/C for current FY*: EPS= 45, Prospective PE= 5.1, Revenue=NA.
DFS Furniture is a retailer of upholstered furniture. It also designs, manufactures, sells, delivers and installs upholstered and other furniture products. It offers products including sofas, armchairs, reclining chairs and footstools.
ABDP: Price=604.95. Cap=114m. 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.

* 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

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Re: Mr's Smallcap Sweeps for August 2017

#73680

Postby MrContrarian » August 11th, 2017, 11:42 am

Smallcap Sweep. 11-Aug-17

City Of London Group (CIN) Proposed Reverse Takeover of Milton Homes, a provider of equity release products for residential property, for £20.2m. £11m fundraising: £7m through Subscriptions and £4 million through an Open Offer at 90p (equivalent of 4.5p before the proposed 20 for 1 consolidation). A premium to yesterday's close of 4.375p.


Notes (do not rely on the data)
CIN: Price=4.5. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
City of London Group is a closed-ended investment company. The Company invests in companies in financial services which provide finance to the SME and professional services 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

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Re: Mr's Smallcap Sweeps for August 2017

#74268

Postby MrContrarian » August 14th, 2017, 8:06 am

Smallcap Sweep. 14-Aug-17

DX Group (DX.) merger with John Menzies off, unable to agree suitable terms.
Mirada (MIRA) trading: progress but cash very tight.
Telit Communications (TCM) Oozi Cats resigns - as alleged, an indictment was issued against Oozi Cats in the US and that this fact was knowingly withheld from advisers. "The Board confirms that there is no substance to the speculative and accusatory articles that have been published [by ShareProphets]."


Notes (do not rely on the data)
DX.: Price=9.81. Cap=20m. F/C for current FY*: EPS= 0.8, Prospective PE= 12.3, Revenue=NA.
DX (Group) is a logistics and parcel distribution company operating in UK & Ireland. It provides next day delivery services for mail, parcels & 2-Man deliveries to business and residential addresses for both public & private sector companies.
MIRA: Price=1.5. Cap=3m. F/C for current FY*: EPS= -1.25, Prospective PE= -1.2, Revenue=NA.
Mirada is an audiovisual interaction technology company. It creates products and manages services that enable consumers to interact with and access audiovisual digital content on television, companion devices and online.
TCM: Price=133.21. Cap=172m. F/C for current FY*: EPS= 10.2, Prospective PE= 13.1, Revenue=NA.
Telit Communications develops, manufactures and distributes communication modules, which enable machines, devices and vehicles to communicate via cellular wireless networks.

* 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

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Re: Mr's Smallcap Sweeps for August 2017

#74475

Postby MrContrarian » August 15th, 2017, 8:24 am

Smallcap Sweep. 15-Aug-17

Revolution Bars Group (RBG) Hostile merger approach by Deltic, owner of ex Luminar bars, RBG refuses to discuss. https://www.investegate.co.uk/deltic-gr ... 00049767N/
Thalassa Holdings (THAL) agrees to sell main subs WGP Group for £20m + up to £10m earn out. Subject to due dil. "The Board believes that the Proposals represent excellent value for shareholders. " Current cap £15.4m.
CyanConnode Holdings (CYAN) wins £10m order extension from its specialist in energy management systems customer for a smart metering contract in Bangladesh.
Lamprell (LAM) has reached an amicable settlement with Cameron, a subsidiary of Schlumberger, in in dispute over jacking equipment supplied by Cameron in 2016. "After taking account of the outstanding payment to Cameron in respect of the jacking equipment and the settlement, Lampell anticipates its current net cash position will be largely unchanged." Plus Schlumberger awards to Lamprell the contract to fabricate two land rigs.


Notes (do not rely on the data)
RBG: Price=179. Cap=90m. F/C for current FY*: EPS= 12.53, Prospective PE= 14.3, Revenue=NA.
Revolution Bars Group operates premium bars. The Company trades from its portfolio of 57 bars located in town or city high streets across the UK, which it operates under the Revolution and Revolución de Cuba brands.
THAL: Price=80.99. Cap=19m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Thalassa Holdings operates in the energy services industry, focusing on marine geophysical services. The Company's operating segment is operations from geophysical project management, services and the supply of equipment.
CYAN: Price=0.16. Cap=34m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Cyan Holdings along with its subsidiaries is engaged in the development of wireless monitoring and control products for smart metering infrastructure and intelligent lighting.
LAM: Price=98. Cap=336m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Lamprell is engaged in the assembly and new build construction for the offshore oil and gas and renewable sectors; fabricating packaged, pre-assembled and modularised units; constructing accommodation and complex process modules.

* 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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Re: Mr's Smallcap Sweeps for August 2017

#74532

Postby SteMiS » August 15th, 2017, 11:39 am

MrContrarian wrote:Thalassa Holdings (THAL) agrees to sell main subs WGP Group for £20m + up to £10m earn out. Subject to due dil. "The Board believes that the Proposals represent excellent value for shareholders. " Current cap £15.4m.

Share price now up to 84p valuing the company at $23.6m

For which you get

$20.0m sales proceeds of WGP, less say $1m for fees
$2.0m investment in ARL
$3.0m (at least) existing cash, assuming WGP sold cash free
$8.1m stake in LSR
Plus
$10.0m earn out on WGP
$8.0m value of ARL (valued on $2m investment for 20%)
Something for Papua Mining

So from $32.0m (discounting all earn out, ARL and Papua) to potentially $50m. Crazy valuation.

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Re: Mr's Smallcap Sweeps for August 2017

#74731

Postby MrContrarian » August 16th, 2017, 8:02 am

Smallcap Sweep. 16-Aug-17

Epwin Group (EPWN) H1 in line but exp FY marginally below market expectations. Also changes at affecting two of its customers, each accounting for around 5% of revenue. "One has significant funding issues and is undertaking a strategic review, whilst the other has sold its plastic distribution business which is principally supplied by Epwin, to a competitor of the Group. The implications, if any, of these matters remain unclear at this stage. "
Avingtrans (AVG) wins £3.6m framework contract over 3 years.
Benchmark (BMK) Launch of 'breakthrough' purification system for farmed salmon. "The CleanTreat system is the first of its kind to be used in aquaculture, and will be administered in conjunction with Benchmark's next generation sealice treatment, which is currently in late stage development. The system can also be used with most licensed bath treatments...Whilst there is no single 'silver bullet' to combat the sealice problem, Benchmark continues to invest in a range of new technologies to tackle the sea lice challenge."
Quarto (QRT) offer talks terminated due to time needed for regulatory approvals. What? For a tinpot publisher? Perhaps it was a bidder from a country with exchange controls like China. Price will crater.


Notes (do not rely on the data)
EPWN: Price=94.26. Cap=135m. F/C for current FY*: EPS= 14, Prospective PE= 6.7, Revenue=NA.
Epwin Group is a manufacturer of extrusions, mouldings and fabricated low maintenance building products. It operates in the RMI, new build property and social housing sectors.
AVG: Price=227.75. Cap=48m. F/C for current FY*: EPS= 0.9, Prospective PE= 253.1, Revenue=NA.
Avingtrans is engaged in providing engineered components, systems and services to the aerospace, energy and medical industries.
BMK: Price=51. Cap=266m. F/C for current FY*: EPS= 0.68, Prospective PE= 75.0, Revenue=NA.
Benchmark Holdings is engaged in the development, manufacture and commercialisation of animal health vaccines, medicines, biocides and diagnostics with a focus on aquaculture.
QRT: Price=156. Cap=31m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Quarto Group (The) Inc is engaged in distribution and publishing of illustrated books. The Company is also engaged in related areas of display marketing in Australia and New Zealand and publishing services in Hong Kong, Singapore and in UK.

* 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: Mr's Smallcap Sweeps for August 2017

#75012

Postby MrContrarian » August 17th, 2017, 7:52 am

Smallcap Sweep. 17-Aug-17

Kromek Group (KMK) wins new five-year contract by an existing customer in the bone mineral densitometry sector for the incorporation of its cadmium zinc telluride based detector modules in a new product. Worth at least $5.4m. 2017 rev was £9m.
Seeing Machines (SEE) "will work in collaboration with Autoliv, a leader in Automotive Safety Systems, to deliver next generation Driver Monitoring Systems for autonomous vehicles." And why does an autonomous vehicle even have a driver? Partly autonomous then, which is a transition phase to fully autonomous.
SRT Marine Systems (SRT) non-exec changes, new chmn "to reflect and support SRT's future growth". Let's hope they are not disappointed, as holders have been in the past with the sight of jam jars that never seem to open.
Flying Brands (FBDU) H1. They sound terribly excited "The Stone Checker Software team comprises people with rare expertise who are excited by and think creatively about, the advancement of medical science via technological innovation. I am confident that there will be much to report to shareholders as developments unfold." Checking stones? Oh, kidney stones. Rev nil.
Capital Drilling (CAPD) H1. Cashflow beat due to capex, working cap squeeze. Guides FY rev to lower end of previous guidance of $120-$130m but expects profitability in line with current market estimates.


Notes (do not rely on the data)
KMK: Price=28. Cap=64m. F/C for current FY*: EPS= -1.15, Prospective PE= -24.3, Revenue=NA.
Kromek Group designs, develops and produces digital colour x-ray and gamma ray detection and imaging products. It is engaged in providing patented radiation technologies to the medical imaging, nuclear detection and security screening markets.
SEE: Price=3. Cap=35m. F/C for current FY*: EPS= -1.69, Prospective PE= -1.8, 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.
SRT: Price=33.19. Cap=28m. F/C for current FY*: EPS= 1, Prospective PE= 33.2, 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.
FBDU: Price=4.5. Cap=NA. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Flying Brands is engaged in property investment. It is also engaged in maximizing the long term value of its Retreat Farm site in Jersey. It leases out various sites within Retreat Farm.
CAPD: Price=39. Cap=53m. F/C for current FY*: EPS= 2.24, Prospective PE= 17.4, Revenue=NA.
Capital Drilling along with its subsidiaries provides drilling services including exploration, development, grade control and blast hole drilling services to mineral exploration and mining companies located in emerging and developed markets.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
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Re: Mr's Smallcap Sweeps for August 2017

#75312

Postby MrContrarian » August 18th, 2017, 8:18 am

Smallcap Sweep. 18-Aug-17
Lot of news for a Friday.

SRT Marine Systems (SRT) Small order for 200 AIS Aids to Navigation ('AtoN') transceivers for immediate delivery.
Morses Club (MCL) New loan facility has increased the overall revolving facility from £25m to £40m for lending to the desperate and financially challenged, er, 'home collected credit ("HCC")' demographic. "The territory builds in progress to date are performing ahead of management's expectations set at the beginning of the year, and it is anticipated that this increased level of activity will not have an adverse impact on earnings expectations in FY18."
PCG Entertainment (PCGE) Placing a cool billion shares, making 3.5bn, at 0.1p, an 18% premium, "to fund the Company's continuing operations, including general working capital requirements." Directors being paid in shares at the moment.
Palace Capital (PCA) planning permission to demolish a property in York and erect four new buildings .
Management Consulting Group (MMC) H1 pretax -£5.7m (-£2.2m). "Although progress this period has been slower than expected, Proudfoot's new focus and offerings make it well placed to create value for its clients and drive revenues to the required levels for profitability."
System1 (SYS1) – H1 Trading Update ""The slower than expected start to our financial year which we noted at the time of the announcement of our 2016/17 results on 15 June 2017 has continued since then, and we now expect H1 Gross Profit (our main top line performance indicator) to be 6-11% lower than prior year. This is mainly due to non-recurrence of large one-off Innovation projects as a result of some significant client spending deferrals and a more competitive market..."


Notes (do not rely on the data)
SRT: Price=33.5. Cap=28m. F/C for current FY*: EPS= 1, Prospective PE= 33.5, 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.
MCL: Price=119.75. Cap=152m. F/C for current FY*: EPS= 11.79, Prospective PE= 10.2, Revenue=NA.
Morses Club is a consumer finance company. The Company provides a range of loan products through a combination of traditional and online marketing channels.
PCGE: Price=0.09. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
PCG Entertainment is a holding company. The Company through its subsidiaries is engaged in media distribution in China, including games and gaming software.
PCA: Price=390. Cap=99m. F/C for current FY*: EPS= 20.13, Prospective PE= 19.4, Revenue=NA.
Palace Capital is an investment company. The Company invests in properties, property backed businesses, private property companies, distressed properties and property services businesses.
MMC: Price=7.25. Cap=37m. F/C for current FY*: EPS= -0.63, Prospective PE= -11.5, Revenue=NA.
Management Consulting Group provides professional services. It operates through two professional services practices, Alexander Proudfoot and Kurt Salmon Associates.
SYS1: Price=628.15. Cap=79m. F/C for current FY*: EPS= 39.34, Prospective PE= 16.0, Revenue=NA.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
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Re: Mr's Smallcap Sweeps for August 2017

#75941

Postby MrContrarian » August 21st, 2017, 9:04 am

Smallcap Sweep. 21-Aug-17

Tanfield Group (TAN) Sales at its 49% owned Snorkel growing fast. "The Board is currently of the opinion that the investment in Snorkel will result in a return to shareholders in the future however, at the current rate of growth it is not expected to materialise until after 30 September 2018, when the outcome becomes uncertain and could therefore be greater or less than the current carrying value...The trigger event for Tanfield to request payment of the calculated realisation of the preferred interest holding in Snorkel is dependent upon Snorkel achieving an annualised trailing EBITDA of $25 million in any 12 month period by 30 September 2018." Well, the 51% owners have a big incentive to prevent a large payout so it's dependent on good sales and honest owners.
MBL Group (MUBL) have rushed out FY RNS in 4½ months. Rev up 8% but post-tax loss £158,000 (2016: £75,000 profit) due to exceptional costs of £693,000 in the year (2016: £nil). Current sales are broadly in line with management expectations but Home Entertainment sales down. No news from formal sales process.
Elecosoft (ELCO) FD resigns, sounds amicable.
DX Group (DX.) unsuspended after end of merger talks. FY to end June "will include the aborted costs of the Transaction and certain other expected non-recurring exceptional items, principally a non-cash goodwill impairment following a review in accordance with the requirement of IAS 36 'Impairment of assets'." Shares haven't traded since before merger talks announced.
Spectra Systems (SPSY) Exp FY to significantly exceed market expectations.


Notes (do not rely on the data)
TAN: Price=15. Cap=23m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tanfield Group is an investment company.
MUBL: Price=13.5. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
MBL Group is engaged in the sale of home entertainment products to specialist independent and internet retailers. Its business segments comprise of home entertainment and garden and leisure.
ELCO: Price=43. Cap=33m. F/C for current FY*: EPS= 2.85, Prospective PE= 15.1, Revenue=NA.
Elecosoft is engaged in providing software and related services to the architectural, engineering and construction industries. The Company sells software licences, software maintenance and support and related services.
DX.: Price=8.35. Cap=17m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
DX (Group) is a logistics and parcel distribution company operating in UK & Ireland. It provides next day delivery services for mail, parcels & 2-Man deliveries to business and residential addresses for both public & private sector companies.
SPSY: Price=92.28. Cap=41m. F/C for current FY*: EPS= 3.66, Prospective PE= 25.2, Revenue=NA.
Spectra Systems Corp invents, develops and sells integrated optical systems that provide customers with increased efficiency, security tracking and product life. The integrated systems combine consumables and engineered optical materials.

* 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: Mr's Smallcap Sweeps for August 2017

#76178

Postby MrContrarian » August 22nd, 2017, 8:22 am

Smallcap Sweep. 22-Aug-17

Provident Financial (PFG) Huge second warning, CEO resigns. Div cancelled. Move from full-time Customer Experience Managers to serve customers rather than self-employed agents. "Collections performance is currently running at 57% versus 90% in 2016 and sales at some £9m per week lower than the comparative weeks in 2016. The extent of this underperformance and the elongated period of time required to return the performance of the business to acceptable levels invalidates previous guidance. The pre-exceptional loss of the business is now likely to be in a range of between £80m and £120m." ...Also FCA investigation into Vanquis Bank's Repayment Option Plan. "Vanquis Bank has also agreed with the Prudential Regulation Authority (PRA), pending the outcome of the FCA investigation, not to pay dividends [to PFG]."
Sareum Holdings (SAR) FY trading - exp profit & cash ahead of market expectations.
Optibiotix Health (OPTI) LPLDL probiotic supplement: European manufacturing and supply agreement with Sacco announced on 8 March 2017 extended to cover the USA and the Rest Of the World. That's the rest of the world then.
Juridica (JIL) H1. Good news after string of case disappointments and NAV cuts. NAV 25.89c up 0.48c. 8p div xd 31 Aug.


Notes (do not rely on the data)
PFG: Price=855.5. Cap=1268m. F/C for current FY*: EPS= 149.6, Prospective PE= 5.7, Revenue=NA.
Provident Financial provides financial services. The Company offers personal credit products for consumers in the UK nonstandard lending market. The Company's business segments are Vanquis Bank, CCD, Moneybarn and Central.
SAR: Price=0.87. Cap=19m. F/C for current FY*: EPS= 0.01, Prospective PE= 87.0, Revenue=NA.
Sareum Holdings is a specialist drug discovery and development company. The Company is engaged in the discovery and development of new therapeutic drugs by a combination of skills in biology, computational chemistry and medicinal chemistry.
OPTI: Price=67.44. Cap=53m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
OptiBiotix Health is a life sciences company. The Company through its subsidiaries is engaged in the research and development of microbiome modulators.
JIL: Price=14.75. Cap=14m. 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: Mr's Smallcap Sweeps for August 2017

#76439

Postby MrContrarian » August 23rd, 2017, 8:17 am

Smallcap Sweep. 23-Aug-17

Global Invacom Group (GINV) Hype alert! "Groundbreaking New Video Streaming Technology Launched...GINV has successfully live-tested breakthrough technology [Bx-WiFi] that permits live, high quality and large-scale event video streaming over a Wi-Fi network." All GINV did was supply some satellite kit and a mobile app (IIUC) for a trial for technology developed by BBC & University of Hertfordshire, under a European Space Agency (ESA) contract.
Robinson (RBN) H1 miss? Rev up 6% but pretax only break even (£300k) "due to increased costs, including some resin costs not yet passed on to customers...and operating expenses, increased primarily by our action to strengthen the sales team." Outlook "We do expect to see sufficient new business coming through in the second half to achieve growth in revenue for the year as a whole and we expect to continue to build the pipeline for further growth in 2018. Re-organisation of manufacturing to achieve efficiencies and investments in capital equipment to improve capacity and capability are being carried out to support this growth and help to recover margins." F/C (March) was for 41% adj EPS hike to 10p and pretax £2.1m.
Game Digital (GMD) Two trading statements in a row now that aren't warnings! FY trading OK, lots of excitement about esports expansion. History of disappointment and tough cyclic markets.


Notes (do not rely on the data)
GINV: Price=9.9. Cap=NA. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Global Invacom Group develops, manufactures and distributes various communications solutions both under its own name. The Company is also an original equipment manufacturer for its clients.
RBN: Price=120. Cap=20m. F/C for current FY*: EPS= 10, Prospective PE= 12.0, Revenue=NA.
Robinson is a manufacturer of plastic and paperboard packaging, predominately serving the food, household, drink, confectionery, cosmetic and toiletry sectors.
GMD: Price=29. Cap=49m. F/C for current FY*: EPS= -1.65, Prospective PE= -17.6, Revenue=NA.
GAME Digital is a specialist retailer of video games operating in the UK and Spain. It offers gaming and gaming-related products, including consoles, console digital content, and own-label accessories.

* 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: Mr's Smallcap Sweeps for August 2017

#76704

Postby MrContrarian » August 24th, 2017, 10:02 am

Smallcap Sweep. 24-Aug-17

Revolution bars (RBG) 203p rec offer.
Entu UK (ENTU) Suspended as rescue talks continue. Plc will go into admin. Nothing for holders.
PV Crystalox Solar (PVCS) H1. Net cash of €27.9m only marginally changed since 31 December 2016. ICC arbitration decision expected by end September 2017. Pretax - €5.4m (+€4.7m). Inventories €7.4m (31 December 2016: €11.2m). .


Notes (do not rely on the data)
RBG: Price=185. Cap=93m. F/C for current FY*: EPS= 12.53, Prospective PE= 14.8, Revenue=NA.
Revolution Bars Group operates premium bars. The Company trades from its portfolio of 57 bars located in town or city high streets across the UK, which it operates under the Revolution and Revolución de Cuba brands.
ENTU: Price=2. Cap=m. F/C for current FY*: EPS= -3.7, Prospective PE= -0.5, Revenue=NA.
entu (UK) is a home energy efficiency company providing energy efficiency products & services. It is engaged in the sale of replacement windows, double glazing, entrance doors, patio doors and exterior improvement products within United Kingdom.
PVCS: Price=23.76. Cap=39m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
PV Crystalox Solar is a producer of multicrystalline silicon ingots and wafers for use in solar electricity generation systems. The Company supplies multicrystalline silicon wafers to photovoltaic cell makers in the world.

* 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: Mr's Smallcap Sweeps for August 2017

#76934

Postby MrContrarian » August 25th, 2017, 8:07 am

Smallcap Sweep. 25-Aug-17

WYG (WYG) Trading. Rev in line but adj operating profit for H1 will be significantly lower yoy as new CEO finds 5, yes, 5 areas to miss exp. But "growth prospects for the medium term remain very positive."
Camellia (CAM) H1 pretax-cont collapses to £1.9m (6.8m). "Reported revenue has benefitted from favourable exchange rates and the sale of last season's tea stock but this has had little impact on overall profitability which has been held back by substantially lower prices for tea in India and Bangladesh." Outlook "Given that the majority of harvesting takes place in the second half, it is hard to make predictions for the full year. This is particularly true this year given the tea price dynamics in India and Bangladesh and difficulties in predicting crop volumes. However, tea prices in Africa, strong avocado prices and the performance of some of our non agricultural businesses are encouraging."
365 Agile Group (365) shares delisted after being suspended for 6 mths as a result having not yet made an acquisition which constitute a reverse takeover under the AIM Rules. "The Board remains committed to finding a suitable investment opportunity and continues to evaluate a number of acquisition opportunities to put before shareholders." Super.
Access Intelligence (ACC) H1 rev-cont well down, loss--cont up yet all commentary is bullish. £Customer numbers and monthly revenue from continuing operations have both started to increase and management has continued to deliver significant operational improvements to ensure that the Group has a lean cost base to support growth in H2 2017 and into 2018."
Mercantile Ports & Logistics Limited (MPL) expects to start commercial ops in Dec and wins first contract. New NED with significant port experience, was dir at Associated British Ports. NED Peter Jones leaves: " I have enjoyed the challenge of being part the project from inception" It's been a shambles & massive loss for holders but pleased you enjoyed that.


Notes (do not rely on the data)
WYG: Price=56.51. Cap=37m. F/C for current FY*: EPS= 13.12, Prospective PE= 4.3, Revenue=NA.
WYG is a project management and technical consultancy firm. The Company is engaged in assessing, defining, planning, designing and supervising projects and development programmes.
CAM: Price=10070. Cap=282m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Camellia is engaged in agriculture and horticulture, engineering, food storage and distribution, and private banking and financial services businesses.
365: Price=0. Cap=NA. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ACC: Price=4. Cap=13m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Access Intelligence is a software and computer services company. The Company provides reputation and risk management software solutions and services to public and private sectors in the United Kingdom, the European Union, and internationally.
MPL: Price=5.94. Cap=23m. F/C for current FY*: EPS= -0.54, Prospective PE= -11.0, 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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