Mr's Smallcap Sweeps for Jan 2018

[MrContrarian]

Smallcap Sweep. 02-Jan-18

Inland Homes (INL) sells land for £12.7m plus other progress. "Inland Homes is well placed to achieve further significant growth in 2018, with the in house construction team now well established and beginning to bear fruit."


Notes (do not rely on the data)
INL: Price=59.25. Cap=117m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Inland Homes is a developer of urban regeneration projects around southern England. It is engaged in acquiring residential and mixed use sites and seeking planning consent for 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

@MrContrarian
read it first on Twitter

[MrContrarian]

Smallcap Sweep. 03-Jan-18
Another China shiner in the eye for AIM chief Marcus Stuttard.

Corero Network Security (CNS) wins two orders from N America worth total >$400k for 100Gbps SmartWall products and related one-year support services. "These customer wins mark an important milestone for our SmartWall product."
Wandisco (WAND) wins order worth $4.3m for WANdisco Fusion ("Fusion"), rebranded as IBM Big Replicate.
Staffline Group (STAF) FY trading 'in line with market expectations' even though rev 'slightly below our £1billion target', up 9% cf F/C 10.5% (£976m). So F/C is 2.5% below STAFF's target? Is that clear?
BNN Technology (BNN) (suspended) Nomad resigns with effect from end 9 Jan. Another China shiner in the eye for AIM chief Marcus Stuttard.


Notes (do not rely on the data)
CNS: Price=6.47. Cap=17m. F/C for current FY*: EPS= -2, Prospective PE= -3.2, 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.
WAND: Price=560. Cap=230m. F/C for current FY*: EPS= -20.5, Prospective PE= -27.3, Revenue=NA.
Wandisco is a provider of collaboration software to the software development industry. The Company's is provider of data replication technology helping distributed organisations for storage, performance and availability of both data and applications.
STAF: Price=1010. Cap=281m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Staffline Group is engaged in the provision of recruitment & outsourced human resource services. The Company's business segments are the provision of temporary staff to customers and the provision of welfare to work services.
BNN: Price=42. Cap=100m. 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.

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 04-Jan-18
4 warnings, 4 beats.

CyanConnode (CYAN) warns on FY due to a customer delaying deployment to 2018. "Delivery is now expected to be made during 2018, hardware and service revenues relating to this project will now be recognised in the Company's current financial year." Surely *not* be recognised? Rev will be significantly below market expectations at £1.2m." Order book over $100m, global pipeline ~$320m. Outlook "continued positive momentum in the pipeline has been aided by re-alignment of key employees to create a world class team." Re-alignment? Did you take them to a garage?
Symphony Environment (SYM) exp FY rev £8.2m, marginally above market expectations and pretax significantly higher than current market expectations, at least £400k.
Sopheon (SPE) FY trading - rev, EBITDA and pre-tax will exceed market expectation.
Be Heard Group (BHRD) warns FY profitability to be below market expectations "due to a number of unexpected factors....MMT, agenda21 and Freemavens experienced a reduction in activity towards the end of the year and some deferral...MMT suffered cost overruns on a substantial contract. Sounds too bad to be true. All this since last update 15 Dec. Also joint CFO & COO will become COO.
Green & Smart Holdings (GSH) Malaysian power co warns FY to end Sept rev only RM45m due to failure to get new funds. It is in advanced negotiations to secure funding. Three months to add up the rev figure!
Escher Group (ESCH) CEO retires end May after 10 years. Showered with garlands.
Churchill China (CHH) FY operating performance will be slightly ahead of current market estimates. Cash to exceed current market expectations.
Debenhams (DEB) warns - post Xmas sales poor despite further "markdown investment". It's not effing investment. I hate that use of the word. H1 gross margins expected to be c150bps down. Cost cutting: "expect to generate further annualised savings of c£20m, of which c£10m will be realised in H2 FY2018. Consequently, FY2018 costs are now expected to rise by c+1% compared with previous guidance of +1% to +2%."
"Taptica (TAP) FY trading - rev in line, adj EBITDA ahead of market expectations."


Notes (do not rely on the data)
CYAN: Price=16.1. Cap=21m. 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.
SYM: Price=14.5. Cap=24m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Symphony Environmental Technologies PLC, along with its subsidiaries, is engaged in developing and supplying environmental plastic additives and products, and develops waste to value systems.
SPE: Price=400. Cap=30m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Sopheon through its subsidiaries provides software, services and practices that help complex, global enterprises to improve R&D throughput and time to market, and to increase the value per product or service in their portfolio.
BHRD: Price=2.44. Cap=24m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Be Heard Group is a UK-based digital marketing group operating at the intersection of marketing, technology and e-commerce.
GSH: Price=6. Cap=11m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Green & Smart Holdings operates in the renewable energy sector in Malaysia, focusing on the generation of power from biogas captured through the treatment of Palm Oil Mill Effluent.
ESCH: Price=140. Cap=19m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.
CHH: Price=1240. Cap=163m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Churchill China is a manufacturer and distributor of tabletop products to the Hospitality and Retail sectors. The Company operates in two business segments: Hospitality and Retail.
DEB: Price=35.58. Cap=437m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Debenhams thorugh its subsidiaries engages in the sale of fashion clothing and accessories, cosmetics and products for household use.
TAP: Price=480. Cap=299m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Taptica International provides marketing services. The Company offers end-to-end mobile advertising platform that helps the top brands reach their valuable users with the widest range of traffic sources available today, including social.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 05-Jan-18

Crawshaws (CRAW) trading. 15w to 24 Dec: Rev up 0.6% but LFL -6%. They are merely standing still by opening factory shops. Blames consumer environment even though they are a value brand. 'Continued progress' against strategy as Britain's leading value butcher. If that's progress I'm a Luddite.
Deltex Medical Group (DEMG) warns FY rev £5.9m down 7% as £200k order delayed. Signs of "pipeline blockages" easing in Q4 2017. You don't want to know what image that puts in my mind. First revenues generated from three new potentially large accounts. Cutting costs.
RedT Energy (RED) exits legacy Camco business (clean energy project financing arranger).


Notes (do not rely on the data)
CRAW: Price=11.5. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Crawshaw Group PLC, through its subsidiaries, operates a chain of meat retail food stores. The Company has 39 retail outlets across Yorkshire, Derbyshire, Nottinghamshire and Lincolnshire and two distribution centers in Grimsby and Rotherham.
DEMG: Price=1.9. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Deltex Medical Group is a holding company of a group of subsidiary undertakings engaged in the research, development, manufacture and sale of of Fluid Management devices, which include the CardioQ-ODM and CardioQ-ODM+.
RED: Price=8.8. Cap=60m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
RedT Energy and its subsidiaries develops and supplies durable & robust energy storage systems based on proprietary vanadium redox flow technology for on and off-grid applications.

* 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

[PinkDalek]

Crawshaw Group PLC, through its subsidiaries, operates a chain of meat retail food stores. The Company has 39 retail outlets across Yorkshire, Derbyshire, Nottinghamshire and Lincolnshire ...

According to https://www.investegate.co.uk/crawshaw- ... 00020356B/

Since our last update, we have opened two more new factory shop units to complete the five planned for the year, taking the total to 10 factory shops within the 54-shop estate.

[MrContrarian]

Smallcap Sweep. 08-Jan-18

Mothercare (MTC) 12 wk trading: UK: rev -11%, LFL -7.2% including online -7%. Even online is down! Group rev -2.4%. Guidance: "we are not anticipating any improvement in the short-term market conditions for the UK and on this basis the adjusted group profit for the year is likely to be in the range of £1 - 5m."
Malvern International (MLVN) FY trading. H2 rev up over 25%. Exp FY pretax -£0.6m (-£1.3m). No F/C.
H&T Group (HAT) guides FY beat.
System1 Group (SYS1) warns again. Q3 trading worse than anticipated. Guides FY 'Gross Profit' down 20%, pretax a little over breakeven.
Angle (AGL) University paper shows Parsortix-based ARV7 test "may provide a wider understanding of ARV7 than other techniques with the potential for improved patient outcomes...estimates that an ARV7 test could save, on average, at least $5,000 per patient tested."
Tungsten (TUNG) At 31 Dec, Tungsten Network Finance total originated invoice outstandings £54.5 million up 89% on previous reported peak of £28.8m in the period to 31 Oct.
Dialight (DIA) warns on FY & CEO resigns. GUides rev £181m. "Dialight's recent product delivery performance is a significant disappointment to the Board."
Maistro (MAIS) - the new name for blur Group.


Notes (do not rely on the data)
MTC: Price=62. Cap=106m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Mothercare operates as a specialist omni-channel retailer, franchisor and wholesaler of products for mothers-to-be, babies and children under the Mothercare and Early Learning Centre brands.
MLVN: Price=2.5. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
HAT: Price=327. Cap=125m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
H&T Group is engaged in the business of pawnbroking, gold purchasing, retail of jewellery, cheque cashing, unsecured lending, Foreign Exchange and Personal Loans.
SYS1: Price=399.7. Cap=53m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AGL: Price=51.7. Cap=46m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ANGLE is a commercially driven specialist medical diagnostic company with pioneering products in cancer diagnostics and foetal health. The Company's product includes Parsortix cell separation system.
TUNG: Price=58. Cap=74m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tungsten Corp and its subsidiaries provides e-Invoicing network that offers supply chain financing and spend analytics. It operates in three business segments: Tungsten Network, Tungsten Network Finance, and Corporate.
DIA: Price=550. Cap=179m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Dialight designs, manufactures and sells LED lighting fixtures for use in hazardous and industrial locations. Its lights are used on top of telephone towers, wind turbines and other tall structures, as well as traffic signals and large industrial.
MAIS: Price=NA. Cap=NA. 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.

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 09-Jan-18
Totally smug. JLH takes 4 months to deliver.

Topps Tiles (TPT) Q1 LFL +3.4%. 'Pleased' but retaining prudent view of FY.
Games Workshop Group (GAW) H1 rev up 54%, EPS 97.6p up 187%. December sales "have also shown good growth trends."
Bioquell (BQE) Guides FY rev beat £29.3m. Pre-exceptional pretax expected to be significantly ahead of market expectations.
John Lewis of Hungerford (JLH) FY to end Aug. Who knew that kitchen supply was such a complicated business? Rev up 1%, EPS 0.06p (-0.21p). Trading: Q1 despatched sales and forward orders £2.3m (£1.8m) - reflects "a higher level of building projects completing in early Autumn months than we would normally expect. For this reason, we caution that it is unlikely to be an appropriate basis from which to extrapolate a full year forecast." 18w sales and order book £3.7m (£3.3m). Moves FY end from August to June "in order to address unintended, and unnecessary, challenges presented by the current reporting cycle."
Totally (TLY) Business Update. Wins £3m PA GP Out of Hours contract for a number of prisons Staffordshire. "Totally is pleased to report that 15 of the 21 sites inspected by the Care Quality Commission (CQC) have been rated Good demonstrating Vocare's continued commitment and focus on providing a high standard of care and quality." And the other 6? I found that Paddington was rated Inadequate overall and placed into Special Measures in Oct. Somerset Doctors Urgent Care was placed into special measures in April, must make further improvements to its NHS 111 service and its GP Out of Hours service following a recent re-inspection in Nov. Nothing to be smug about IMO.
1Spatial (SPA) wins $766k contact over 5 years in USA.
Carillion (CLLN) on share price movement - not aware of any material developments that support this share price increase.


Notes (do not rely on the data)
TPT: Price=80. Cap=154m. 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.
GAW: Price=2650. Cap=857m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Games Workshop Group designs, manufactures and sells fantasy miniatures and games related products. It operates through various segments which are Sales channels, Product and supply, Central costs, Service centre costs and Royalties.
BQE: Price=282.6. Cap=64m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Bioquell is engaged in the design, manufacture, and supply of bio-decontamination and containment equipment. Its products are related to the pharmaceutical, healthcare and defense industries, and testing services to the aerospace, defense.
JLH: Price=1. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
John Lewis of Hungerford is engaged in designing, manufacturing, retailing and installing kitchens, bedrooms, freestanding furniture and architectural components to its customers in the UK.
TLY: Price=38. Cap=22m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Totally is engaged in the provision of solutions to the healthcare sector. The companies segment includes Totally Health, Premier Physical, About Health, Optimum Sports Performance Centre and Head Office.
SPA: Price=3.86. Cap=37m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
1Spatial along with its subsidiaries is engaged in the development and sale of IT software along with related consultancy and support. The Company operates in segments including Geospatial and Cloud Services.
CLLN: Price=23.87. Cap=103m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Carillion is an integrated support service company. It provides services to create and manage places and infrastructure, from project finance through design and construction to lifetime maintenance, facilities management and energy efficiency.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 10-Jan-18

Sigma Capital Group (SGM) guides FY pretax £4m, slightly ahead of management expectations. Lifts profit expectations for current FY.
Moss Bros Group (MOSB) guides FY pretax £6.5m to £6.8m, slightly below current market expectations due to weak Dec. "We expect these challenging retail conditions to continue for the foreseeable future, the Board anticipates that this will impact anticipated profits for FY2018/19."
Interserve (IRV) FY trading still in iine. "As a result of the 'Fit for Growth' initiatives, the Group's operating profit for 2018 is now expected to be ahead of current market expectations."
Strategic Equity Capital (SEC) negotiates lower fee schedule payable to GVQ Investment Management Limited from 1 Jan.
Focusrite (TUNE) AGM stmt "strong growth has continued in November and December."
Zotefoams (ZTF) guides FY rev beat and adj pretax at the top end of the range of market expectations.
Cambridge Cognition (COG) Two large contracts not signed yet - warns FY rev marginally down YoY, EBITDA (before share based payment charges) broadly break even. The contracts are now expected to commence in the first half of 2018.

Also FCA slams CFD providers and distributors https://www.investegate.co.uk/financial ... 00284545B/

Notes (do not rely on the data)
SGM: Price=86.5. Cap=85m. F/C for current FY*: EPS= 3.65, Prospective PE= 23.7, Revenue=NA.
Sigma Capital Group is a holding company. The group has just one business activity, property and is engaged in Private Rented Sector (PRS) sector.
MOSB: Price=90. Cap=91m. F/C for current FY*: EPS= 5.59, Prospective PE= 16.1, Revenue=NA.
Moss Bros Group along with its subsidiaries retails and hires formal wear for men, predominantly in the United Kingdom. It operates through Moss Bros branded mainstream stores.
IRV: Price=99.55. Cap=145m. F/C for current FY*: EPS= 28.44, Prospective PE= 3.5, Revenue=NA.
Interserve is a support services & construction company. It offers advice, design, construction, equipment, facilities management and frontline public services. Its segments includes Support Services, Construction, Equipment Services & Investments.
SEC: Price=236. Cap=161m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
TUNE: Price=335. Cap=207m. F/C for current FY*: EPS= 15.3, Prospective PE= 21.9, Revenue=NA.
Focusrite is a music and audio products company supplying hardware and software products used by professional and amateur musicians. It has two brands, namely Focusrite and Novation.
ZTF: Price=457.5. Cap=203m. F/C for current FY*: EPS= 15.52, Prospective PE= 29.5, Revenue=NA.
Zotefoams is engaged in manufacturing of polymer foam using bespoke autoclave technology to produce foams with unique attributes. Its block foams are sold under the AZOTE and ZOTEK brand names.
COG: Price=151. Cap=32m. F/C for current FY*: EPS= 2.43, Prospective PE= 62.1, Revenue=NA.
Cambridge Cognition Holdings is a neuroscience digital health company specialising in the precise measurement of clinical outcomes in neurological disorders.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 11-Jan-18

Marshalls Motor Holdings (MMH) guides FY beat.
Aukett Swanke Group (AUK) FY rev down 11%, pretax -£325k (+£927k). Outlook: overseas looking better but UK still poor - "Whilst we continue to receive new enquires these are almost certainly for the next cycle which we believe may commence in 2019. "
EKF Diagnostics Hldg (EKF) FY trading - rev in line, adjusted EBITDA expected to comfortably exceed expectations.


Notes (do not rely on the data)
MMH: Price=160. Cap=124m. F/C for current FY*: EPS= 28.6, Prospective PE= 5.6, 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.
AUK: Price=2.5. Cap=4m. 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.
EKF: Price=26.25. Cap=122m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
EKF Diagnostics Holdings provides diagnostic solutions. It addresses needs such as detection of diabetes, sports related injuries and needs of blood banks.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 12-Jan-18

Petards Group (PEG) FY tading. Exp rev £15.6m. Pretax above market expectations due to exceptional items but pretax from trading operations will be lower than exp. due to delays in programmes to develop additional software functionality for eyeTrain. Confident.
Quartix Holdings (QTX) Guides FY revenue slightly ahead of market expectations with profit moderately ahead. Plans a special div.
Telit Communications (TCM) Italian tax authorities have submitted appeals to the Italian Supreme Court to overturn VAT rulings. We should know in around 4 years.
Lighthouse Group (LGT) guides revenue, EBITDA and pretax ahead of market expectations.
"Somero Enterprises (SOM) FY trading. Guides rev slightly ahead of market expectations of $84.7m, EBITDA comfortably ahead of market expectations of $26.0m, net cash not less than $18.5m, well ahead of market expectations of $16.5m."
7Digital Group (7DIG) wins new contracts with MediaMarktSaturn (MMS), Europe's biggest electronics and entertainment retailer, and 8tracks, a popular digital music service based in the US. MMS contract includes a significant setup fee for work done in 2017 and ongoing monthly recurring revenues.


Notes (do not rely on the data)
PEG: Price=21.8. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Petards Group is engaged in development, supply and maintenance of technologies used in security, surveillance and ruggedised electronic applications.
QTX: Price=360. Cap=171m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Quartix Holdings provides vehicle tracking systems to the insurance telematics market. The company primarily supplies subscription-based vehicle tracking systems, software and services for fleets of commercial vehicles in the UK.
TCM: Price=151.4. Cap=197m. F/C for current FY*: EPS= 10.2, Prospective PE= 14.8, 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.
LGT: Price=19. Cap=33m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Lighthouse Group provides financial advice on retail financial investments and regulatory authorization and related services to financial advisers operating from locations across the United Kingdom.
SOM: Price=342.51. Cap=200m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Somero Enterprises Inc provides advanced concrete placing solutions. It provides concrete-leveling equipment, training, education and support to its customers that help them in installing horizontal concrete floors faster, flatter and with few people.
7DIG: Price=5.52. Cap=22m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
7digital Group provides streaming, downloading, radio solutions, production and promotions of music through its cloud-based technology and owned music rights.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 15-Jan-18

SpaceandPeople (SAL) Guides FY rev in line and pretax £100k higher than anticipated at around £1.2m. Will restart dividends with 1.5p final.
Spectra Systems (SPSY) FY 2018 revenue and particularly pretax will significantly exceed market expectations. New deal with existing licencee - guides licence and supplied material sales about 2.7 times PA that of the current agreement, to 2023. Exp $14m in rev during 2018-2028.
Carclo (CAR) Curse of second half weighting - now expects FY performance significantly lower than previously planned. Profit will still show ' healthy' growth. The medium term outlook for the Group remains positive. FD resigns, going in March. Chmn resigns, going in May.
Judges Scientific (JDG) guides FY EPS ahead of current market expectations. Organic order intake (not rev) up 16%. Order book 14.9 weeks (13.9).
Directa Plus (DCTA) H2 sales of graphene-based products over 2x H1. Guides FY rev €0.9m. No profit guidance. F/C pretax -£4.1m.
GAN (GAN) SBTECH as a Strategic Partner for US Sports Betting. Well that sounds great. No rev unless Federal US prohibition on sports betting is reversed. Oh.
Carillion (CLLN) goes bust as widely expected.
Speedy Hire (SDY) the only supplier to Carillion I found in quick RNS search. In Feb announced "contract renewal, and scope extension, with Carillion, which in total could be worth up to £45m over three years." I shorted this morning.


Notes (do not rely on the data)
SAL: Price=38. Cap=8m. F/C for current FY*: EPS= 4.09, Prospective PE= 9.3, Revenue=NA.
SpaceandPeople is engaged in marketing and selling of promotional and retail licensing space on behalf of shopping centers. The company’s segments are Promotional Sales and Retail with geographic locations in the United Kingdom and Germany.
SPSY: Price=96.5. Cap=42m. F/C for current FY*: EPS= 4.56, Prospective PE= 21.2, 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.
CAR: Price=76.5. Cap=56m. F/C for current FY*: EPS= 12.65, Prospective PE= 6.0, 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.
JDG: Price=2241. Cap=157m. F/C for current FY*: EPS= 112.7, Prospective PE= 19.9, Revenue=NA.
Judges Scientific is engaged in designing, manufacturing and sale of scientific instruments.
DCTA: Price=53. Cap=21m. F/C for current FY*: EPS= -9.2, Prospective PE= -5.8, Revenue=NA.
Directa Plus is a technological company pursuing the development of manufacturing processes to produce and supply engineered graphene-based products used by third parties in a wide variety of industrial and commercial applications.
GAN: Price=30. Cap=18m. F/C for current FY*: EPS= 1.1, Prospective PE= 27.3, Revenue=NA.
GAN is a provider of online gaming software, operational support services and online game content development services to the casino industry.
CLLN: Price=14.2. Cap=61m. F/C for current FY*: EPS= 21.95, Prospective PE= 0.6, Revenue=NA.
Carillion is an integrated support service company. It provides services to create and manage places and infrastructure, from project finance through design and construction to lifetime maintenance, facilities management and energy efficiency.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 16-Jan-18

"IG Design Group (IGR) good Q3, guides FY ahead of current market expectations."
Simigon (SIM) FY trading. Rev $4.3m impacted by customer withholding some payment over $1.4m contact. $0.7m deferred to 2018 pro tem. Adj net loss of approximately $1.1m. $20m backlog over 5 years, guides 2018 rev $5m.
Distil (DIS) Guides FY in line despite Q3 growth down to 19% from 26% for H1. "Major promotional activity during the quarter and a growing consumer awareness of our brands led to a strong sales." Launches Blackwoods 2017 Vintage Dry Gin. Vintage gin? Isn't that deliberately misleading?
K3 Capital Group (K3C) H1 above management expectations with rev up 34% to £7.5m, pretx £3.2m (2.5m). Hikes div to 2.85p (0.9p). Guides FY comfortably in line with mkt expectations.
Van Elle (VANL) Carillion insolvency exposure £1.6m debt and WIP. Adverse financial impact if unable to recover any monies. H2 orders book £2.5m from Carillion. "It is too early to say whether there will be any effect on the commencement or completion dates of contracted work with Carillion, or what impact these developments will have on future work programme"
Interserve (IRV) wins 4 year £37 million passenger support contract from Spanish airports operator, AENA.
Alpha Fx Group (AFX) Guides FY rev ahead of exp at £13.5m and underlying operating profit margin in line. So an adjusted profit beat?
Premier Technical (PTSG) 2017 in line, 2018 will be materially ahead of current market forecasts


Notes (do not rely on the data)
IGR: Price=399.85. Cap=246m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
IG Design Group PLC, is a UK based company engaged in designing, manufacturing and distribution of product for celebrations and gifting which include product such as crackers, greeting cards, gift wrap, and stickers.
SIM: Price=15.03. Cap=7m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SimiGon is a developer and supplier of modelling, simulation, and training solutions for defence and civilian applications. It offers SIMbox, a PC-based platform for creating, managing and deploying simulation-based content across multiple domains.
DIS: Price=2.52. Cap=11m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Distil is engaged in the marketing and selling of Blavod Black Vodka, Blackwoods Gin, and Vodka, Diva Vodka, Jago's Vanilla Cream Liqueur and RedLeg Spiced Rum domestically and internationally.
K3C: Price=178.55. Cap=77m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
K3 Capital Group provides business brokerage and corporate finance services to owners across the UK in the small cap marketplace.
VANL: Price=89.5. Cap=76m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Van Elle Holdings is a geotechnical contractor offering ground engineering techniques and services to customers in construction end markets including the new-build residential, infrastructure, commercial, industrial and public non-housing sectors.
IRV: Price=120.3. Cap=175m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Interserve is a support services & construction company. It offers advice, design, construction, equipment, facilities management and frontline public services. Its segments includes Support Services, Construction, Equipment Services & Investments.
AFX: Price=532. Cap=192m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Alpha FX Group is a corporate foreign exchange broker. The company is managing exchange rate risk for UK corporates that trade internationally.
PTSG: Price=172. Cap=180m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Premier Technical Services Group provides access and safety services in the UK. It is engaged in the design, installation, and testing of electrical systems and also carries out high-level cleaning services.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 17-Jan-18

Earthport (EPO) CFO resigns, leaves end Jan. Sounds amicable.
Gattaca (GATC) comments on 15% price fall. Uninsured balance sheet exposure to Carillion less than £100k. "Net Fee Income from the Carillion group of companies is in the order of £0.5m. Gattaca continues to support the delivery of important public services and management is actively engaging with the relevant Carillion counterparties to ascertain how we can continue to support the related underlying projects which would also maintain this income, whilst ensuring that we will be paid for such services."
MyCelx (MYX) FY trading - 2 orders in Q4 - rev will exceed market estimates by 20%-30%, net loss down within a similar range. Expects to be EBITDA and cash flow positive. Guides 2018 rev at least as high as 2017.
Deltex Medical Group (DEMG) wins 'strategically important account' from US teaching hospital.
M Winkworth (WINK) guides FY rev broadly in-line with market expectations, down <5%, despite opening seven new offices. Will pay tot div 7.25p, up a token 0.05p.
NAHL Group (NAH) guides FY rev in line, adj EPS beat due to lower finance costs. No numbers, probably a small beat.


Notes (do not rely on the data)
EPO: Price=8.75. Cap=55m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Earthport is engaged in providing cross-border payment services to business enterprises and banks through the combination of a network of segregated bank accounts.
GATC: Price=245. Cap=78m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Gattaca is a recruitment services provider with the focus on the Engineering and Technology sector. It provides a variety of workforce solutions to various clients in the UK and internationally.
MYX: Price=93. Cap=20m. 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.
DEMG: Price=1.01. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Deltex Medical Group develops, designs, manufactures and markets medical equipment that deploys low-frequency ultrasound to visualise and measure blood flow in the central circulation. The Company's segments are Probes and Other.
WINK: Price=108.75. Cap=13m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
M Winkworth is engaged in franchising of residential real estate agencies. Its operations occur in the UK with limited business in other territories.
NAH: Price=183. Cap=84m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
NAHL Group is a consumer marketing company. The company operates in UK personal injury market, advertising through its core brand - National Accident Helpline.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 18-Jan-18

Franchise Brands (FRAN) guides FY beat despite a £316k provision re Carillion.
Air Partner (AIR) Guides FY pretax not less than £6.4m, ahead of market consensus of £5.9m.
Portmeirion Group (PMP) guides FY pretax slightly ahead of market expectations. Rev up 10%, organic LFL 5%.
FairFX Group (FFX) expects FY revenues and profits to be ahead of market expectations. T/O up 39%, organic 17%.
Countrywide (CWD) guides FY rev £672m cf F/C £696m. EBITDA £65m (£83.5m). Sales and Lettings disappointing Q4. Good op. C/F at ~£59m (£28m) and net debt around £193m (£248m).


Notes (do not rely on the data)
FRAN: Price=55. Cap=40m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Franchise Brands is an international multi-brand franchiser. Its brands include ChipsAway, Ovenclean and MyHome. The Company's services include Marketing, Franchise Support, and Franchise Recruitment.
AIR: Price=152. Cap=80m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Air Partner is an aviation charter specialist and an expert in safety consulting and training. The Company offer its services to corporate customers, governments, airlines, defense organizations and aviation authorities.
PMP: Price=925.1. Cap=102m. 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.
FFX: Price=76.8. Cap=119m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
FairFX Group is a payment processing company in the United Kingdom. It provides foreign exchange payment services through cloud-enabled payment platforms.
CWD: Price=135.2. Cap=322m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Countrywide along with its subsidiaries is an integrated, full service residential estate agency and property services group in the UK. It offers estate agency and lettings services, together with a range of complementary services.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 19-Jan-18

Carpetshite (CPR) warns FY profit significantly behind expectations at £2-6m due to poor post Xmas sales. 11 week LFL -3.6%.
Blancco Technology Group (BLTG) H1 trading disappoints. FY rev towards the lower end of our guidance range while adj op profit and cashflow remain in line.
RM2 (RM2) squeezes its C/F to continue operating through the third week of Feb, "this could vary depending upon the outcome of ongoing discussions with third parties, including manufacturing partners and alternative sources of financing."
Dunedin Enterprise (DNE) Will return £10.3m to shareholders via B Shares of 50p.
Bonmarche (BON) guides FY profit in line despite calamitous -10% store LFLs in 13 weeks to end Dec. Online sales good and they bought less stock and cut sale discounting. Not pretty.


Notes (do not rely on the data)
CPR: Price=164.5. Cap=112m. 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.
BLTG: Price=65.72. Cap=42m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Blancco Technology Group is a provider of mobile device diagnostics and secure data erasure solutions. It offers services to equipment manufacturers, mobile network operators, financial institutions, healthcare providers and government organizations.
RM2: Price=1.13. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
RM2 International SA along with its subsidiaries is engaged in manufacturing, selling and leasing of shipping pallets and providing related logistical services.
DNE: Price=NA. Cap=NA. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
BON: Price=115. Cap=58m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Bonmarche Holdings is a women's fashion retailer. It sells stylish, premium quality clothing and accessories in a wide range of sizes to mature women via its own stores, website, mail order catalogues and through the Ideal World TV shopping channel.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 22-Jan-18

Revolution Bars (RBG) Q2 LFL up 3.1%. ""I am delighted with our sales performance in the second quarter and over Christmas" But still guides H1 in line with mgmt exp.
Goals Soccer Centres (GOAL) Warns FY profits will be broadly in line with the lower end of market expectations. LFL down 0.5% despite upgrading over half the estate.
Chamberlin (CMH) Machining Claim Update - "substantial progress has been made towards resolving technical problems. In addition a satisfactory settlement has been reached with the supplier of the new machining cells."
Oneview Group (ONEV) NED loans $300k for up to 90 days at 1% per month, pending large customer receipts expected later in the first quarter of 2018.
Ixico (IXI) AGM stmt. Co-founder Derek Hill resigns, will maintain his close relationship with IXICO in a scientific advisory capacity. New year has started well.
Animalcare Group (ANCR) FY trading: rev up 10%, slightly ahead of management expectations. Earnings are expected to be broadly in line with management expectations. Probably below then.
Connect Group (CNCT) Warns adj FY pretax (cont) only £42m to £45m despite rev in line. Offers up 4 reasons - a poor sign. Sale of Books Division to the listed pan-European mid-market investor Aurelius Equity Opportunities scuppered as buyer "can see no way of financing this transaction". Connect will try to force it through.


Notes (do not rely on the data)
RBG: Price=173.56. Cap=87m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Revolution Bars Group is an operator of premium bars across the United Kingdom under the Revolution and Revolución de Cuba brands.
GOAL: Price=73.2. Cap=56m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Goals Soccer Centres is engaged in the operation of outdoor soccer centres across the United Kingdom.
CMH: Price=73.6. Cap=5m. 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.
ONEV: Price=11.5. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
OneView Group develops a range of cloud-based software products for use in retail estates. It provides cloud based digital store platform and its accompanying POS, centralised promotions and enterprise inventory management products.
IXI: Price=32.65. Cap=9m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
IXICO is engaged in providing clinical trial services and technology to evaluate imaging endpoints to pharmaceutical companies.
ANCR: Price=295. Cap=170m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Animalcare Group is a veterinary drugs company in the UK. It supplies licensed veterinary medicines and companion animal identification products and services to veterinary professionals.
CNCT: Price=76.44. Cap=189m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Connect Group is a distributor of newspaper, magazines and books. Its operating divisions include; News & Media, Books, Education & Care, and Parcel Freight. The majority of its revenues are generated through the newspaper business.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 23-Jan-18

LoopUp Group (LOOP) FY trading - rev(cont) up 36%, ahead of market expectations.
Oncimmune (ONC) update. New distribution agreement for Turkey, min £630k over 3 years. EarlyCDT-Lung test: "an increasing number of distributors requiring Oncimmune to enter individual direct contracts with each institution where blood is taken. These contracts are taking in the region of two to three months to execute. Over time we expect "finger stick" collection to make the test more accessible but currently a significant proportion of the market still relies on blood draw. This requirement for individual contracts has had an impact on the speed with which we are able to build sale"
Harwood Wealth Management (HW.) FY EPS 1.19 (0.24). Group "has performed ahead of expectations". Final div 2.24p (2p).
Lakehouse (LAKE) FY underlying rev (cont) -3%. Underlying EPS 3.7p (5.2p). Final div 0.5p. Frameworks up 22% at £1.9bn, order book up 19% at £631m. Net debt £1.3m (£20.6m), significantly ahead of expectations. "Lakehouse had an excellent year". Hmm. A better year.


Notes (do not rely on the data)
LOOP: Price=392. Cap=165m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
LoopUp Group is a software-as-a-service provider of remote meetings. Its products LoopUp helips in conferencing solution for remote enterprise meetings.
ONC: Price=127.51. Cap=70m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Oncimmune Holdings is a cancer detection company engaged in developing and commercializing its proprietary EarlyCDT platform technology. Its product EarlyCDT-Lung is a simple blood test to aid the risk assessment and early detection of lung cancer.
HW.: Price=160. Cap=105m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Harwood Wealth Management Group is a financial planning and discretionary wealth management company. It provides investment advice, management and administration to its clients in the retail market.
LAKE: Price=NA. Cap=NA. F/C for current FY*: EPS= 2.74, Prospective PE= NA, Revenue=NA.
Lakehouse is engaged in asset and energy support services business, focused on customers in the UK outsourced public and regulated services sectors. It is comprised of four divisions, Regeneration, Compliance, Energy Services and Construction.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 24-Jan-18

Countrywide (CWD) CEO resigns, immediate effect. She says "Since joining in 2014 I have worked hard, within a difficult market, to structure a fragmented business into one set for success. I believe those actions will serve Countrywide well in the future. However, the time is now right for me to step aside. I look forward to seeing the business build back and return to growth." If you've done a good job why resign w/o notice? It's BS. Chmn says "...we have a strong and successful business in Financial Services, B2B and Commercial led by an experienced and committed management team. Within our core Sales and Lettings area, however, we have lost focus and a key priority will be to implement changes that will enable this area to start delivering once again." So CEO leaves a screwed core business but is allowed a smug paragraph. You haven't fooled anyone but yourself!
Cloudbuy (CBUY) FY trading. Revenue expected to be below market expectations, EBITDA loss broadly in line with market expectations at about half of 2016. "Whilst 2017 was another difficult year for the Company, we have continued to execute our strategy of focus and simplification to half [sic] our EBITDA loss...". Last time chmn said "Whilst this has been a difficult year for the Company we have continued to make operational progress, the benefits of which we would expect to see next year..." Can you write next year's for him?
STM Group (STM) guides FY in line, pretax at least £3.8m. Movng head office to UK this month. Gibraltar not to your liking anymore now the regulator has taken his muzzle off?
Ubisense Group (UBI) FY trading. Rev up - Own product revenue growth has more than offset the expected transition away from legacy third party services projects. Net funds £6.6m.
eServglobal (ESG) Trading for 14 months to December. Core business revenue expected to fall short of previous guidance, group revenue €8.3m to €8.5m. This is due to delays in the signing of certain significant orders. €3M orders which were expected in Q4, have now been signed in January, with the full value recognisable over 3 years.
Staffline Group (STAF) Shows how fast FY results can be produced. 24 days, and they're audited. EPS 71.1 (58.8) . U/L EPS down at 112.6 (114). FY div 26.7p (25.8p). Outlook positive. New 5-year target of 200p EPS. CEO resChris Pullen and Mike Watts to be appointed CEO & CFO, respectively, from 24 Jan, as prev announced.


Notes (do not rely on the data)
CWD: Price=101.77. Cap=242m. F/C for current FY*: EPS= 13.9, Prospective PE= 7.3, Revenue=NA.
Countrywide along with its subsidiaries is an integrated, full service residential estate agency and property services group in the UK. It offers estate agency and lettings services, together with a range of complementary services.
CBUY: Price=3.8. Cap=7m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
CloudBuy provides an integrated software platform for eProcurement and eCommerce the trading of goods and services between purchasers such as public sector bodies and their suppliers, along with the analysis and coding of spend and product data.
STM: Price=44. Cap=29m. F/C for current FY*: EPS= 5.3, Prospective PE= 8.3, 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.
UBI: Price=43.1. Cap=33m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Ubisense Group together with its subsidiaries provides enterprise location intelligence software solutions for manufacturing, communication and utility companies.
ESG: Price=12.43. Cap=NA. F/C for current FY*: EPS= 0.12, Prospective PE= 103.6, Revenue=NA.
eServGlobal renders software assistance to the financial service providers. Its solutions facilitate money transfer through the medium of mobile wallets, cards and bank accounts.
STAF: Price=1006. Cap=280m. F/C for current FY*: EPS= 116.4, Prospective PE= 8.6, Revenue=NA.
Staffline Group PLC, together with its subsidiaries, provides recruitment and outsourced human resource service.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 25-Jan-18

Vertu Motors (VTU) guides FY moderately below current market expectations, following further declines in the new car market resulting from the depreciation of sterling and a softer general consumer environment. Rev down 2.4%, LFL flat.
Mind+Machines (MMX) expects FY EBITDA slightly ahead of market expectations, with profit being further boosted by $2.1m through monies received by the Company from two contested TLD auctions.
Haynes Publishing (HYNS) board plays musical chairs. Doesn't look worrying.
North Midland Constuction (NMD) guides FY rev in line but profit miss. H1 only B/E, "following on from a review started in the previous year of the potential outcome of all work in progress and, in particular, the legacy contractual dispute." However U/L profit significantly ahead of 2016. Expect no hit from Carillon failure.
MySale (MYSL) guides FY rev up 11%, underlying EBITDA at least at the top end of market expectations. ''We have made a great start to the year."


Notes (do not rely on the data)
VTU: Price=42.81. Cap=166m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Vertu Motors is an automotive retailer in the United Kingdom sells new and used vehicles, with related after-sales services.
MMX: Price=8.75. Cap=57m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Minds + Machines Group operates in the domain name industry and provides end-to-end domain services generating revenues across multiple business lines.
HYNS: Price=224. Cap=14m. 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.
NMD: Price=282.53. Cap=30m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
North Midland Construction is engaged in the civil engineering, building and public works contracting business. The Company delivers construction, design, and build projects for construction, power, highways, telecommunication, and water sectors.
MYSL: Price=113.46. Cap=174m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
MySale Group operates an online retail and wholesale business selling men's, ladies and children's apparel, accessories, beauty and homeware items.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 26-Jan-18

Avanti Communications (AVN) RNS last night. Trading - guides rev at least $50m. May add $40m if a particular infrequently recurring transaction occurs. F/C is $99m so could be huge miss. HYLAS 3 launch delayed another Q to 2019. Also Launch of Consent Solicitations to ease bondholder terms & cut interest rates, Avanti have persuaded bondholder to take so many haircuts they should open a barber shop.
Watchstone Group (WTG) FY trading broadly in line. Profitability in both remaining businesses down.
Palace Capital (PCA) new £40m banking facility at 1.95% over LIBOR will cut company's average cost of debt to below 3%.
Physiomics (PYC) boasts a 'major' new pharmaceutical client. Only worth £35k though. "If this initial project is successful, we would hope to develop a longer-term relationship.


Notes (do not rely on the data)
AVN: Price=9. Cap=16m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Avanti Communications Group is a provider of satellite data communications services in Europe, the Middle East, and Africa. The company sells satellite broadband services to customers.
WTG: Price=103.5. Cap=48m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Watchstone Group provides technology enabled sales, legal and business process outsourcing services. Its business segments are Hubio, Ingenie, Healthcare Services, BAS, and Central.
PCA: Price=333.33. Cap=133m. F/C for current FY*: EPS= 11.33, Prospective PE= 29.4, Revenue=NA.
Palace Capital is an investment company. The principal activity of the company is property investment, predominately in key regional towns and cities within the UK.
PYC: Price=8.3. Cap=39m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Physiomics is engaged in providing outsourced systems and computational biology services to pharmaceutical companies.

* 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