Mr's Smallcap Sweeps for Nov 2017
Posted: November 1st, 2017, 7:57 am
Smallcap Sweep. 01-Nov-17
Zotefoams (ZTF) Q3 strong. Sees FY rev ahead of mkt exp, pretax at top end.
Proxama (PROX) sells Digital Payments Division for £1m (less working capital of approximately £0.3m and transaction costs) plus earn-out of up to £1m. No figs given to see if this is a good deal, or NAV gain.
Active Energy Group (AEG) has placed 83m shares at 2.1p, a 22% discount.
Imimobile (IMO) aquires Sumotext, an established US based communications platform provider, for $4.5m plus $1.5m earn-out. Trading - FY revenue and gross profit expected to be above market expectations.
Notes (do not rely on the data)
ZTF: Price=352. Cap=156m. F/C for current FY*: EPS= 9.8, Prospective PE= 35.9, Revenue=NA.
Zotefoams manufactures cross-linked block foams. The Company's products are used in markets including sports and leisure, packaging, transport, healthcare, toys, building, marine and the military.
PROX: Price=0.03. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Proxama and its subsidiary is engaged in next generation mobile marketing, loyalty and mobile wallets. Its TapPoint® platform helps businesses accelerate commerce by combining mobile brand engagement, loyalty and mobile contactless payments.
AEG: Price=2.8. Cap=24m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Active Energy Group is a supplier of industrial wood chip for MDF manufacturing and Biomass for Energy power generation, second-generation Biomass for Energy fuel solutions and systems, and global forestry and natural resources development services.
IMO: Price=206.4. Cap=119m. F/C for current FY*: EPS= 11.62, Prospective PE= 17.8, Revenue=NA.
IMImobile is a technology company. The Company provides software and services which help businesses to capitalize on the growth in mobile communication.
* 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
read it first on Twitter
Zotefoams (ZTF) Q3 strong. Sees FY rev ahead of mkt exp, pretax at top end.
Proxama (PROX) sells Digital Payments Division for £1m (less working capital of approximately £0.3m and transaction costs) plus earn-out of up to £1m. No figs given to see if this is a good deal, or NAV gain.
Active Energy Group (AEG) has placed 83m shares at 2.1p, a 22% discount.
Imimobile (IMO) aquires Sumotext, an established US based communications platform provider, for $4.5m plus $1.5m earn-out. Trading - FY revenue and gross profit expected to be above market expectations.
Notes (do not rely on the data)
ZTF: Price=352. Cap=156m. F/C for current FY*: EPS= 9.8, Prospective PE= 35.9, Revenue=NA.
Zotefoams manufactures cross-linked block foams. The Company's products are used in markets including sports and leisure, packaging, transport, healthcare, toys, building, marine and the military.
PROX: Price=0.03. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Proxama and its subsidiary is engaged in next generation mobile marketing, loyalty and mobile wallets. Its TapPoint® platform helps businesses accelerate commerce by combining mobile brand engagement, loyalty and mobile contactless payments.
AEG: Price=2.8. Cap=24m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Active Energy Group is a supplier of industrial wood chip for MDF manufacturing and Biomass for Energy power generation, second-generation Biomass for Energy fuel solutions and systems, and global forestry and natural resources development services.
IMO: Price=206.4. Cap=119m. F/C for current FY*: EPS= 11.62, Prospective PE= 17.8, Revenue=NA.
IMImobile is a technology company. The Company provides software and services which help businesses to capitalize on the growth in mobile communication.
* 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
read it first on Twitter