Mr's Smallcap Sweeps for Jan 2018

[MrContrarian]

Smallcap Sweep. 29-Jan-18

Sopheon (SPE) guides FY rev over $28m ($23m), comfortably ahead of market expectations. Also EBITDA and pre-tax significantly ahead of current market expectations.
Immedia Group (IME) FY trading - order delays and slower than anticipated financial performance of AVC Immedia causes increased loss before tax. Guides -£600k (-£184k).
Colefax Group (CFX) H1 pretax up up 35%. Expects the Decorating Division to exceed its original expectations for FY, but it is only contributing 12% of group profits.
Nasstar (NASA) guides FY adj EBITDA slightly ahead of management expectation.
Yu Group (YU.) guides FY rev significantly ahead of current market forecasts. "The Group has elected to make additional investment in headcount and fixed costs. However, the Board is confident that the Group will report operating profits ahead of current market expectations."
Seeing Machines (SEE) CEO resigns, immed effect (I think). SEE wishes him well so not sacked?
Utilitywise (UTW) suspended - FY accounts not ready "due to the volume of work still required to be completed by the Company and its auditor to cater for the proposed change in the Company's revenue recognition policy...delay is not related to the Company's banking arrangements, nor the trading, cash flows or other underlying economic position of Utilitywise in either FY17 or the current financial year."


Notes (do not rely on the data)
SPE: Price=492.5. Cap=48m. 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.
IME: Price=30. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Immedia Group provides music and communications solutions helping companies in retail, banking, leisure and hospitality, energy, sport, tourism, and education achieving customer’s expectations by creating sensory content and marketing communications.
CFX: Price=516.2. Cap=55m. F/C for current FY*: EPS= 25.01, Prospective PE= 20.6, Revenue=NA.
Colefax Group is an international designer and distributor of furnishing fabrics and wallpapers and an international decorating company. The company's operating segments include Product division and Decorating division.
NASA: Price=10.5. Cap=73m. F/C for current FY*: EPS= 0.5, Prospective PE= 21.0, Revenue=NA.
Nasstar provides hosted managed and cloud computing services, integrating private and public clouds supplying a robust, secure and stable hosted Information Technology service to business customers.
YU.: Price=1025. Cap=365m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Yu Group is an independent supplier of gas and electricity. The Company is servicing SME businesses throughout the UK.
SEE: Price=6.74. Cap=151m. F/C for current FY*: EPS= -0.83, Prospective PE= -8.1, 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.
UTW: Price=41. Cap=32m. F/C for current FY*: EPS= 6.9, Prospective PE= 5.9, Revenue=NA.
Utilitywise provides utility management solutions to all types of business in the United Kingdom and Europe. The company negotiates for rates with energy suppliers and provides an account care service, and offers products and 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. 30-Jan-18

Avanti Communications (AVN) Q1 rev $9.7m and EBITDA -$3.8m. It helpfully reminds holders how much it has invested so far - $1.2bn, leading to a return of 3.3% PA at the current run rate. There's a lot more to come!
Sportech (SPO) "continues its engagement with selected interested parties regarding the sale of the group. These discussions are continuing with a timetable for seeking valid offers extended through the first quarter of 2018. "
Ixico (IXI) wins new contract worth $2.7m over 7 years with an existing global pharmaceutical customer. That's 6% of company rev.


Notes (do not rely on the data)
AVN: Price=10. Cap=18m. 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.
SPO: Price=80.2. Cap=149m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Sportech is engaged in pools betting, both B2B & B2C, and supply of wagering technology solutions.
IXI: Price=32. 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.

* 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. 31-Jan-18

Joules Group (JOUL) H1. Outlook - guides FY profit slightly ahead of the range of analysts' expectations.
The People's Operator (TPOP) Deferrs £1m bank loan repayment from July to 2020 "following analysis of the Company's new business plan and the successful fund raising".


Notes (do not rely on the data)
JOUL: Price=325. Cap=284m. F/C for current FY*: EPS= 11.85, Prospective PE= 27.4, Revenue=NA.
Joules Group is a UK-based lifestyle brand which designs and sells Joules branded lifestyle clothing, accessories and homeware.
TPOP: Price=0.11. Cap=m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
People's Operator (The) is a mobile phone services provider in the United Kingdom and the USA. It offers to pay monthly and pay-as-you-go mobile contracts to its customers.

* 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