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MrC's Smallcap Sweeps for May 2019

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MrContrarian
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MrC's Smallcap Sweeps for May 2019

#218622

Postby MrContrarian » May 1st, 2019, 7:50 am

Smallcap Sweep. 01-May-19
Bould sinks from the ashes of Photonstar.

Bould Opportunities (BOU) [was Photonstar LED Group] open offer at 0.0125p, a 79% discount, to deliver on the new strategy as a cash shell. "This is a material discount to the Company's current share price, but equally represents a material premium to the Company's cash per share." SP a year ago 0.55p, 5 years ago 7p. Epic value destruction. What's not to like?
Castings (CGS) guides FY results ahead of market expectations due to strong demand which included some customer stock building, Credit to co for highlighting that - it may unwind if due to Brexit.
Augean (AUG) guides FY profit materially ahead of market expectations due to higher landfill volumes, increased radioactive waste profit and strong performance of both the treatment and North Sea businesses.


Notes (do not rely on the data)
BOU: Price=0.06. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
CGS: Price=358. Cap=158m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Castings is an iron casting and machining group based in the UK, supplying both the domestic and export markets.
AUG: Price=92.5. Cap=96m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Augean provides hazardous waste management services. Its services include hazardous landfill and treatment services. Its management service covers the final disposal of hazardous & difficult waste streams.

* 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
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Re: MrC's Smallcap Sweeps for May 2019

#218859

Postby MrContrarian » May 2nd, 2019, 7:34 am

Smallcap Sweep. 02-May-19
Goslow gaming kit hit for ZYT

Pennant (PEN) the previously expected contract for £25-30m delayed, poss to as late as H2 2020. Implementing cost-reduction exercise in response to this new timeframe for contract award. Guides no material impact on market expectations for the current year.
IQE (IQE) The new Mega Foundry has received its first mass production order from its leading existing VCSEL customer. "VCSEL product qualifications are at advanced stages with more than ten other customers, two of which are expected to reach a successful conclusion over the next few weeks."
Best Of The Best (BOTB) guides FY profit ahead of market expectations and rev marginally ahead of market expectations.
Zytronic (ZYT) H1 trading poor. Guides rev £9.5m (£10.6m) and pretax £1.4m (£2.2m). Blames gaming orders much lower than anticipated. Cautious on FY.
McBride (MCB) warns FY modestly lower than market expectations. CEO will leave after successor found. He is thanked.


Notes (do not rely on the data)
PEN: Price=117.1. Cap=42m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Pennant International Group is engaged in the delivery of integrated logistic support solutions. These comprise of simulation, virtual reality and computer based training systems, software solutions and Logistic Support Analysis Software.
IQE: Price=80.5. Cap=630m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
IQE is an international supplier of advanced wafer products and wafer services to the semiconductor industry. It serves wireless, photonics, infrared, solar, cmos++ and power markets.
BOTB: Price=256. Cap=26m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Best of the Best is a luxury car competition operator. The company is engaged in organizing various competitions including supercar competition displayed in the retail space within airport terminals, at shopping centers and online.
ZYT: Price=341. Cap=55m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Zytronic develops and manufactures touch sensor products. Its products are used in various applications through the industrial, public access and service applications such as information and financial kiosks, digital signage and medical devices.
MCB: Price=105.2. Cap=192m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
McBride is a supplier of private label household and personal care products. The company and its subsidiaries develop and produce products for the majority of retailers and major brand owners in Europe and Asia.

* 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
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Re: MrC's Smallcap Sweeps for May 2019

#219128

Postby MrContrarian » May 3rd, 2019, 7:41 am

Smallcap Sweep. 03-May-19


MySale (MYSL) sells its UK business for £1.5m. It lost A$0.4m last year. Step to focus on home ANZ markets.


Notes (do not rely on the data)
MYSL: Price=NA. Cap=NA. 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

MrContrarian
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Re: MrC's Smallcap Sweeps for May 2019

#219888

Postby MrContrarian » May 7th, 2019, 7:32 am

Smallcap Sweep. 07-May-19
Brown trousers for PurpleBricks.

Bidstack Group (BIDS) £5m placing at 12.5p, a 19% discount. Placing "gives us the financial resources to capitalise on our strong current position."
Begbies Traynor (BEG) guides FY rev and profit comfortably ahead of market expectations thanks to a number of successful fee realisations combined with continuing strong performance from both operating divisions.
Immupharma (IMM) delays Managed Access Program for Lupuzor while talks continue with potential corporate partners as well as consulting with regulatory advisors on potential pathways to market.
Purplebricks Group (PURP) Founder & CEO resigns. Immediately reverse some of his plans. Exits Australia, blames execution errors and challenging mkt. Rows back on US - "materially cut investment in marketing and other overheads to reduce expenditure to sustainable levels and begun a strategic review." CEO is thanked.


Notes (do not rely on the data)
BIDS: Price=15.38. Cap=31m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
BEG: Price=60.5. Cap=69m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Begbies Traynor Group is a professional services consultancy. It is engaged in providing professional advice and solutions in areas of corporate recovery, restructuring, corporate finance, risk consulting and forensic investigations.
IMM: Price=9.8. Cap=14m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ImmuPharma is a drug discovery and development company. The Company along with its subsidiaries is engaged in the research and development of novel drugs based on peptide therapeutics to treat serious medical conditions including autoimmune diseases.
PURP: Price=135. Cap=409m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Purplebricks Group is an estate agency engaged in lettings business driven by a combination of professional local property experts, technology and customer facing software.

* 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

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Re: MrC's Smallcap Sweeps for May 2019

#220108

Postby MrContrarian » May 8th, 2019, 7:50 am

Smallcap Sweep. 08-May-19


Vertu Motors (VTU) FY adj pretax £23.7m (£28.6m) ahead of market expectations (not stated). Rev up 7%, LFL up 5%. "Major capital expenditure programme now largely complete aiding future Free Cash Flow generation." Current trading with management's expectations.
1Spatial (SPA) acquires geospatial software solutions company Geomap-Imagis for £7m. Placing at 31.5p, a 5% discount.
Ceps (CEPS) FY18 rev-cont up 10%. Pretax-cont £137k (£211k). Div 0. Chmn says "accounts are very confusing and complicated, and it is hard, in the absence of individual company monthly management accounts, for the CEPS shareholder to discern this level of progress and improvement." Yet it publishes FY 4.5 months after year end and last tradng stmt was in H1 RNS in Sept!
BigDish (DISH) "is preparing to set its sights on the London commuter towns." Actually setting its sights on, surely?
Keystone Law (KEYS) FY comfortably ahead of market expectations. Rev up 35%, adj EPS 13.4p, up 43%. FY div 9p.
Telit Communications (TCM) caves on one VAT dispute in Italy, pays €400k without any admission of liability for 2004-2007. Still opposing tax penalty deeds separately issued against Telit in August 2015.


Notes (do not rely on the data)
VTU: Price=35. Cap=132m. 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.
SPA: Price=32.08. Cap=32m. 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.
CEPS: Price=35. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
CEPS is an industrial holding company. It is engaged in acquiring majority stakes in stable, profitable and steadily growing entrepreneurial companies.
DISH: Price=2.97. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
KEYS: Price=507. Cap=159m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Keystone Law Group is a law firm. The company provides legal services to over 50 industry sectors to a client base comprising of small and medium enterprise and private individuals.
TCM: Price=185. Cap=244m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.

* 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

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Re: MrC's Smallcap Sweeps for May 2019

#220315

Postby MrContrarian » May 9th, 2019, 7:47 am

Smallcap Sweep. 09-May-19
Frontier Smart trading smarts

Beeks Financial Cloud Group (BKS) small acquisition. Commercial Network Services, a US-based online service provider, for $1.4m max. Co had rev of $1m and pretax $0.17m. Expected to be earnings enhancing within the first full year.
Velocity Composites (VEL) guides H1 ahead of Board expectations with rev up 5%. Adj pretax marginally ahead of breakeven and net cash flow effectively neutral.
Frontier Smart Technology (FST) warns FY rev only $36.6m and adj EBITDA loss of no worse than $0.9m. Blames competitive pressures in Digital Radio, continued weak sales in Smart Audio and slow start to new Smart Audio/IoT licensing business - 37% lower than market expectations.
Mirriad Advertising (MIRI) FY rev £416k, down 52%. Pretax -£14.3m (-£11m). EPS -14p (-19p). Newish CEO boasts that "The business is now getting into a far better position...I am very encouraged by the progress to date."
Cambria Automobiles (CAMB) H1 is ahead of management's expectations with rev up 4.5%, U/L EPS up 18% to 4.51p. Guides FY ahead of current market expectations.
Findel (FDL) guides FY pretax slightly above current market expectations of £27-£28m.
Versarien (VRS) is America the new China for VRS? A bunch of collaboration agreements follows the opening of its US office and laboratory facility.
Watchstone Group (WTG) FY rev £38m down 15%, EPS -12.6 (-41.1). Stockopedia F/C rev £41m but that's clearly wrong as WTG already guided £37.7m in Jan. Ingienie sales poor.


Notes (do not rely on the data)
BKS: Price=96.5. Cap=49m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Beeks Financial Cloud Group provides cloud based trading platform. The company offers low latency connectivity within the data centres to various venues and a Point to Point Wide Area Network joining its sites around the world.
VEL: Price=23.02. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Velocity Composites is a manufacturer of advanced carbon fibre and ancillary material kits for use in the production of aircraft. It offers structural material kits, engineering vacuum bag material kits, and process optimisation products.
FST: Price=20.25. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Frontier Smart Technologies Group is a UK technology company focused on digital radio and smart audio solutions. The company provides chips, modules and software for consumer audio devices.
MIRI: Price=7.45. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Mirriad Advertising is a video advertising company. The company is engaged in the development of native in-video advertising. The main country of operation is the United Kingdom, but primarily in the United States, China and India.
CAMB: Price=59. Cap=59m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Cambria Automobiles is an automobile retailer. It offers volume, premium and luxury brands through its franchised dealerships like Aston Martin, Honda, Jaguar, Ford.
FDL: Price=173. Cap=150m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Findel is a merchandise supplier to the home and education sectors which basically operates with three business segments Express Gifts, Findel Education, and Overseas Sourcing.
VRS: Price=115. Cap=177m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Versarien is engaged in the engineering materials business developing valuable new materials through the commercialization of new manufacturing processes.
WTG: Price=89.31. Cap=41m. 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.

* 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

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Re: MrC's Smallcap Sweeps for May 2019

#220585

Postby MrContrarian » May 10th, 2019, 7:23 am

Smallcap Sweep. 10-May-19


RA International (RAI) $9.8m contract over 5 years from UN for Somalia.
Brewin Dolphin (BRW) £60m placing at 305p, a 5% discount, to boost regulatory capital after depleting it making acquisitions.


Notes (do not rely on the data)
RAI: Price=43.7. Cap=76m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
BRW: Price=321. Cap=910m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Brewin Dolphin Holdings is engaged in the provision of investment management, financial advice and execution only services. Its operations are carried out in the United Kingdom, Channel Islands and the Republic of Ireland.

* 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
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Re: MrC's Smallcap Sweeps for May 2019

#221190

Postby MrContrarian » May 13th, 2019, 7:43 am

Smallcap Sweep. 13-May-19
Death dive drags Dignity down

Dignity (DTY) deaths fell off a cliff in Q1 with a 12% fall. U/L rev down 15%. "Historical data indicates that it is likely that this proportional decrease will not continue throughout the remainder of the year and that the full year will finish within approximately three per cent of the previous year."
Escape Hunt (ESC) placing to raise $4m at 60p, a wafer thin 1.6% discount.
GCP Student Living (DIGS) proposed placing at 162.5, a 1% premium. Closes 30 May.
Angling Direct (ANG) FY rev £42, missing f/c £44m. EPS -0.55 vs f/c -0.8. Recent trading strong with rev up 51%, LFL 29%.
Victrex (VCT) H1 proos as guides with rev down 16%, EPS down 21%. Some recent improvement but says it will now be challenging to achieve growth in H2. RNS-preview service working for some holders with SP off 10% in a week..
Sabien Technology (SNT) £300k placing at 0.1p, a 29% discount.


Notes (do not rely on the data)
DTY: Price=676. Cap=338m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Dignity is engaged in the provision of funeral services including funeral directing, crematoria operation and the marketing and administration of pre-arranged funeral plans.
ESC: Price=60. Cap=12m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Escape Hunt is the provider of live escape the room experiences. The escape room is a physical adventure game in which players are locked in a themed room and have to find clues and solve puzzles in order to escape against a countdown clock.
DIGS: Price=160.4. Cap=659m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ANG: Price=82.2. Cap=53m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Angling Direct is a fishing tackle retailer. The Company sells fishing tackle products and related products through a network of 15 retail stores located in the UK.
VCT: Price=2220. Cap=1918m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Victrex manufactures and sells high performance polymers and provides PEEK and PAEK polymer solutions. It operates in two segments namely, Industrial (Victrex Polymer Solutions) and Medical (Invibio Biomaterial Solutions).
SNT: Price=0.13. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Sabien Technology Group is engaged in designing, manufacturing and sale of M2G, a boiler energy efficiency technology to reduce energy consumption on commercial boilers by up to 35%.

* 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

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Re: MrC's Smallcap Sweeps for May 2019

#221450

Postby MrContrarian » May 14th, 2019, 7:47 am

Smallcap Sweep. 14-May-19
Cellcast - sell fast.

Duke Royalty (DUKE) defers 2 loans, swaps another for more royalties. Boosts rev by at least £3.7m over 5 years.
Cellcast (CLTV) FY18 poor as foreseen in Nov trading stmt. Poor trading has continued plus higer taxes in Kenya saw reduced fees for our technical and consultancy services to overseas gaming and lottery operators. More cost cuts. "There has therefore been increased focus by the Directors on the long-term viability of the economic model that the group utilises which has prompted the Directors to undertake a review as to the prospects for the group going forward. The Board is currently exploring all options available to the group." What a clunker.
Conygar Investment Co (CIC) H1 big loss due to 100% (£18.5m) write down of Haverfordwest land value due to weak demand there. NAV NAVsh 179p down 22.3p despite buying back 5.4% of shares. How can the land be worth zero? Will help future profit of course. I'm not a fan of the CEO Robert Ware.
Hardide (HDD) H1 rev up 9%, pretax loss doubled to £650k. Guides RY rev at the lower end of market expectations. Blames some short-term disruption with one customer and the unpredictability of larger customer projects.
Portmeirion Group (PMP) A rare warning from this quality outfit. Weak Korean sales means FY pretax will be significantly below market expectations. Will maintain expected divs.
Microsaic Systems (MSYS) Bullish. Orders (not rev) YTD (4.5 months) significantly above whole of prev H1.


Notes (do not rely on the data)
DUKE: Price=45.9. Cap=92m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
CLTV: Price=0.98. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Cellcast is engaged in production and distribution of participatory television formats. The company is a provider of telephony technology for digital entertainment sector in the United Kingdom.
CIC: Price=153.94. Cap=87m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Conygar Investment Co (The) is engaged in property trading, property investment, acquiring property assets with development and investment potential, and investing in companies with property assets.
HDD: Price=56.5. Cap=27m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Hardide is engaged in producing advanced tungsten carbide coatings for metal components operating in abrasive, erosive, corrosive and chemically aggressive environments.
PMP: Price=1000. Cap=109m. 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.
MSYS: Price=1.28. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Microsaic Systems is engaged in developing and marketing a new generation mass spectrometry (MS) instruments for the analysis of gaseous, liquid and solid samples providing solutions to enhance workflow and productivity.

* 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

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Re: MrC's Smallcap Sweeps for May 2019

#221690

Postby MrContrarian » May 15th, 2019, 7:41 am

Smallcap Sweep. 15-May-19
PURE placing premium -sweet

Elektron Technology (EKT) buys Next Control Systems for £10.5m - 6.6X 2018 EBITDA and expected to be immediately earnings accretive. "This is a transformational deal for Checkit, immediately adding scale and one which the Board believes will significantly accelerate the path to profitability at Checkit."
PureCircle (PURE) placing 5.4% shares at 280p, an 8% premium. Also Q3 (last night) - rev up 11% however FY "may reflect some cannibalisation of base business as PureCircle continues to drive sales of new generation products."
Scientific Digital Imaging (SDI) FY trading: rev over £17m, moderately ahead of expectations but pretax only in line due to moderate additional investment.
Cenkos Securities (CNKS) rev in first 4 months down but "working on several transactions and our potential pipeline gives us optimism for the rest of the year."
Yu Group (YU.) FY contains a collector's item: CEO apologises for the mistakes made in accounts previously disclosed.


Notes (do not rely on the data)
EKT: Price=40.45. Cap=75m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Elektron Technology designs, manufactures and markets products that connect, monitor and control. Its segments include Bulgin, Checkit and Instrumentation, Monitoring and Control (IMC).
PURE: Price=260. Cap=455m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
PureCircle produces and markets stevia ingredients with over 40 stevia-related patents. The company focuses on encouraging healthier diets by the supply of natural ingredients such as sweeteners and flavors to the global food and beverage industry.
SDI: Price=57.7. Cap=56m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Scientific Digital Imaging designs and manufactures scientific and technology products for use in applications including life sciences, healthcare, astronomy, consumer manufacturing and art conservation.
CNKS: Price=64.97. Cap=37m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Cenkos Securities is an independent, specialist institutional securities group, focused on small and mid-cap companies.
YU.: Price=94. Cap=15m. 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.

* 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

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Re: MrC's Smallcap Sweeps for May 2019

#221983

Postby MrContrarian » May 16th, 2019, 7:45 am

Smallcap Sweep. 16-May-19
Thos. Cook cooks outlook

PureCircle (PURE) renews supply agreement with Merisant, one of the world's leading producers of low- and zero-calorie tabletop sweeteners. No numbers.
Ergomed (ERGO) guides rev and EBITDA materially above current market expectations. "Demand for our full range of pharmaceutical services is generally buoyant."
Tarsus Group (TRS) trading in line and forward bookings towards the top end of targeted growth range of 5% to 10%. FY19 is heavily H2 weighted.
Aeorema Communications (AEO) mixed trading. Rev above mkt expectations but new business wins are on reduced margins from certain areas of client business. Profit will be broadly in line with market expectations.
Seeing Machines (SEE) Fleet update (so not a trading stmt?): "we have modified the Fleet business model to bring forward recurring revenue, the biggest driver of value. Sales momentum is building in all our major markets...we expect to deliver scale benefits from 2020." Probably not a beat or SEE would say so.
Safestyle UK (SFE) AGM stmt. Warns FY profit below current market expectations due to weak margins.
LiDCO Group (LID) AGM stmt: Q1 rev above the Board's expectations but sticks with FY in line.
Yu Group (YU.) FCA ends investigation and has no present intention to take action.
MySale (MYSL) completes sale of UK arm, says current trading still very challenging. Perhaps that's in line!
Thomas Cook (TCG) H1 and warns on FY. Net debt up £340m to £1.25bn due to a lower working capital position and higher non-cash items. Recent economic and political uncertainty has led to high levels of promotional activity hitting FY19 EBIT


Notes (do not rely on the data)
PURE: Price=275. Cap=481m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
PureCircle produces and markets stevia ingredients with over 40 stevia-related patents. The company focuses on encouraging healthier diets by the supply of natural ingredients such as sweeteners and flavors to the global food and beverage industry.
ERGO: Price=204. Cap=94m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Ergomed is engaged in providing services to the pharmaceutical industry and develops new drugs. The Company operates in two business divisions namely Services Business and Co-Development Business.
TRS: Price=317. Cap=390m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tarsus Group is a business-to-business media group which organizes trade shows, exhibitions, leadership conferences, and publishing magazines. The company has operations spread across emerging markets, USA and Europe.
AEO: Price=25.05. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Aeorema Communications is a live events company. It specializes in devising and delivering corporate communication solutions.
SEE: Price=3.24. Cap=109m. 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.
SFE: Price=92.76. Cap=77m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Safestyle UK manufactures and installs replacement doors and windows. Its products include double glazed doors and windows which are marketed under the EcoDiamond brand.
LID: Price=3.9. Cap=10m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
LiDCO Group supplies non-invasive and minimally invasive hemodynamic monitoring equipment to hospitals. The company’s products are used principally in the treatment of high-risk patients in both critical care units and in the operating theatre.
YU.: Price=153.5. Cap=25m. 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.
MYSL: Price=12.5. Cap=19m. 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.
TCG: Price=22.99. Cap=353m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Thomas Cook Group is a travel and leisure company. The company operates airlines, hotels, tours, and travel agencies and booking services. The Group Tour Operator business contributes the majority of its revenue.

* 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: MrC's Smallcap Sweeps for May 2019

#222274

Postby MrContrarian » May 17th, 2019, 7:48 am

Smallcap Sweep. 17-May-19
STAF makes rod for its own back

Immotion Group (IMMO) wins $0.5m VR and immersive content creation contract.
Staffline (STAF) guides FY adj EBIT only £23-28m. Blames customers transferring a significant volume of their temporary workforce into permanent employment to mitigate the risk of that labour market tightening. "Typically, this reaction to uncertainty tends to reverse over time, but we expect it will continue to impact temporary worker demand throughout the current year." Also slowdown in new contract momentum supposedly due to reaction to accounting probs. Blames FY results delay on complexity of minimum wage law compliance.
Scholium Group (SCHO) guides modest improvement in H2 profit and pproximately breakeven for FY.
Veltyco Group (VLTY) guides H1 rev-cont flat but make a loss due to more lower margin sales. Needs capital or may be insolvent if trading falls below current mgmt expectations.
Maistro (MAIS) proposes to delist on 28 June. No string reason given. Rev weak but "a number of large UK corporates expected to start sourcing services through the Maistro Platform in Q2 and Q3."
FFI Holdings (FFI) lowers EBIT guidance to lower end of prev range of $7.5 to $11.5m. "Other than completion contracts, which has been exposed to a number of previously disclosed headwinds in the financial year, all of the Company's divisions are expected to report trading in line with or ahead of the Board's expectations."
Hunters Property (HUNT) H1 was lightly better than the Board anticipated.


Notes (do not rely on the data)
IMMO: Price=6.6. Cap=17m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
STAF: Price=835. Cap=233m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Staffline Group PLC, together with its subsidiaries, provides recruitment and outsourced human resource service.
SCHO: Price=41.6. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Scholium Group is engaged in trading and retailing of rare and antiquarian books and works on paper in the United Kingdom. The company also trades with other third-party dealers in the broader arts and collectibles.
VLTY: Price=3.18. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Veltyco Group is a marketing firm engaged in the gaming, binary options, and lottery business. It enters into marketing agreements with platform operators mainly from British Virgin Islands and the Isle of Man.
MAIS: Price=1.15. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
FFI: Price=17.6. Cap=28m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
FFI Holdings provides provision of completion contracts to the entertainment industry for films, television, mini-series and streaming product.
HUNT: Price=41.08. Cap=14m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Hunters Property is engaged in providing property services to consumers and businesses through franchised and licensed arrangements including for sales, lettings, and property related 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.

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Re: MrC's Smallcap Sweeps for May 2019

#223077

Postby MrContrarian » May 20th, 2019, 7:42 am

Smallcap Sweep. 20-May-19
Massive premium for WYG

AB Dynamics (ABDP) placing and OO at 2200p, a 13% discount. That's quite big for such a quality company raising 9% of cap. Needed for potential acquisition opportunities, adding important production capacity and working capital requirements.
WYG (WYG) rec offer for this consultancy at 55p, a 244% premium!
Iofina (IOF) placing at 16p, a 16% discount. Needed for capex and to clear a loan.
Coral Products (CRU) trading not as bad as guided in March: "variance from market expectation, while still material, will not be as significant as previously expected". Sales, Operating Profit, (underlying and actual) and EBITDA will be much improved YoY.
Low & Bonar (LWB) Q2 better than Q1 but below expectations. Guides H2 materially down YoY .Blames continued weakness in some of the Group's end markets and the slow recovery of customer confidence in the Coated Technical Textiles ("CTT") division. "Despite weaker performance, and considering the likely impact of the CE disposals, the Board expects to meet banking covenants at both the mid and full year." Also sacks CEO, he is thanked. Leaves July 1.
Softcat (SCT) guides FY slightly ahead of previous expectations.


Notes (do not rely on the data)
ABDP: Price=2520. Cap=496m. 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.
WYG: Price=15.02. Cap=12m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.
IOF: Price=18.95. Cap=24m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Iofina is engaged in the exploration and production of iodine, iodine specialty chemical derivatives, water and natural gas. The presence of iodine, water, and natural gas has been discovered on its properties.
CRU: Price=6.9. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Coral Products manufactures plastic injection and extrusion molded products. The company also engages in the business of reselling and distributing food packaging products and household products mainly offering containers and molded products.
LWB: Price=14.95. Cap=100m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Low & Bonar manufactures and supplies performance materials to create yarns, fibers, industrial and coated fabrics, and composite materials. The majority of the revenue is from selling coated fabrics to various industries.
SCT: Price=940. Cap=1864m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Softcat provides IT infrastructure and services to the corporate and public sectors. It offers organizations with software licensing, client computing, data center infrastructure, and networking and security.

* 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: MrC's Smallcap Sweeps for May 2019

#223323

Postby MrContrarian » May 21st, 2019, 7:39 am

Smallcap Sweep. 21-May-19
Superyatch service sales so super

Tritax EuroBox (EBOX) placing at 110p, a 2% discount, to fund investments.
Knights Group (KGH) guides FY adj pretax slightly ahead of market expectations at £9.7m, a 102% increase.
GYG (GYG) superyatch service co guides FY ahead of current market expectations due to improving market.
Integumen (SKIN) guides FY rev up 111%, ahead of previous expectations. EBITDA loss reduced by 12% to £1.25m. Also cgmn resigns immediate effect. He is thanked.
4D Pharma (DDDD) FY pretax -£24.3m (£19.4m) ,cash burn for the year was in line with expectation. "Directors are continuing to explore sources of finance available to the Group and have a reasonable expectation that they will be able to secure sufficient cash inflows into the Group to continue its activities for not less than twelve months."
Bloomsbury Publishing (BMY) FY adj-pretax up 9%, ahead of market expectations. FY div 7.96p up 6%. Still milking that Potter cow.


Notes (do not rely on the data)
EBOX: Price=97.6. Cap=293m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
KGH: Price=285. Cap=209m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
GYG: Price=73. Cap=34m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
GYG is a superyacht painting supply and maintenance company, offering services through operations in the Mediterranean, Northern Europe and the United States.
SKIN: Price=1.89. Cap=18m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Integumen is a personal health care company. It develops and commercializes technology and products for the human integumentary system that may improve physical appearance, hygiene and general health outcomes.
DDDD: Price=105. Cap=69m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
4d pharma through its subsidiaries is involved in the business of research and development and manufacturing of live biotherapeutic products for the diseases such as cancer, asthma, autism, arthritis and multiple scelerosis.
BMY: Price=234. Cap=176m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Bloomsbury Publishing along with its subsidiaries is engaged in the publication of books and other related services. The company's publishing services include editing, marketing, selling and distribution of titles either in print or digital formats.

* 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: MrC's Smallcap Sweeps for May 2019

#223560

Postby MrContrarian » May 22nd, 2019, 7:37 am

Smallcap Sweep. 22-May-19
Dull day

21st Century Technology (C21) -year contract renewal with Arriva UK Bus. No £££.
Zinc Media Group (ZIN) wins new commissions worth over £5m. Comprises two returning series and a new repeatable series. No period given but says "provides a solid start to the 2019/20 financial year".
Westminster Group (WSG) extends its onerous £2.245m convertible to 30 June 2020. Hopes to pay it sooner as it's now flexible. 15% PA and conversion price cranking down from 15p to 10p in 2020.


Notes (do not rely on the data)
C21: Price=2.67. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
21st Century Technology is provider of solutions to the transport community. The company is engaged in providing Fleet Systems solutions and Passenger Systems information solutions.
ZIN: Price=0.23. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Zinc Media Group is a multimedia producer of TV programming with publishing and communications content. The company operates in three segments namely TV, Publishing and Communicate.
WSG: Price=6.99. Cap=9m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Westminster Group together with its subsidiaries, designs, supplies and provides ongoing support for technology security, safety, fire and defence solutions to government and non-governmental agencies and blue chip commercial organisations.

* 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: MrC's Smallcap Sweeps for May 2019

#223853

Postby MrContrarian » May 23rd, 2019, 7:29 am

Smallcap Sweep. 23-May-19
Stilo so slow

A & J Mucklow (MKLW) rec offer worth 655.2 in cash (204p) and paper, a 20% premium. Offerer is Londonmetric Property (LMP).
Stilo International (STL) guides material drop in revenue and a loss in H1.


Notes (do not rely on the data)
MKLW: Price=550. Cap=348m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Mucklow (A & J) Group develops and invests in modern industrial and commercial buildings in prominent locations around the Midlands.
STL: Price=1.62. Cap=2m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Stilo International is engaged in provision of specialist software and cloud services to automate content conversion into different XML standards. It provides solutions such as OmniMark, Migrate and AuthorBridge.

* 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: MrC's Smallcap Sweeps for May 2019

#223875

Postby Lootman » May 23rd, 2019, 9:17 am

MrContrarian wrote:Smallcap Sweep. 20-May-19
AB Dynamics (ABDP) placing and OO at 2200p, a 13% discount. That's quite big for such a quality company raising 9% of cap. Needed for potential acquisition opportunities, adding important production capacity and working capital requirements.

AB Dynamics has turned from a sleeper into a stormer. Up 160% in the last year and just 40% in the last month, my position in it is now up 450%.

This offer is attractive enough given the (current) 500p discount to the market price. But it's only one new share for each existing 86 shares, so even a full allocation is not going to move the needle much. I will be maybe 100 quid up on the deal with a full allocation.

Great business though.

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Re: MrC's Smallcap Sweeps for May 2019

#224141

Postby MrContrarian » May 24th, 2019, 7:37 am

Smallcap Sweep. 24-May-19
Juice for LUCE holders

Tarsus Group (TRS) rec offer of 425p, a 36% premium.
Hargreaves Services (HSP) conditional sale of land valued at over £9m in proceeds to Hargreaves, principally dependent on detailed planning permission and statutory approvals. Guides H2 2020.
Luceco (LUCE) AGM stmt: guides FY adj op profit materially ahead of current market expectations.
IQE (IQE) Hauwei ban may cause "some delay to orders and the potential for adjustment of supplier managed inventory levels, predominantly in its Wireless Business Unit." Estimates max risk exposure to this matter <5% of FY rev.
Westminster Group (WSG) FY rev up 24%. Pretax-cont -£1.5m (-£2.1m restated). I have no F/C. Current order intake and rev ahead of budget.
Mothercare (MTC) FY rev £566m down 14%. Reuters F/C £600m but yesterday said results would be in-line. Pretax-adj -£8.6m (-£6.8m). Going concern stmt. Current trading in line.


Notes (do not rely on the data)
TRS: Price=312. Cap=383m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tarsus Group is a business-to-business media group which organizes trade shows, exhibitions, leadership conferences, and publishing magazines. The company has operations spread across emerging markets, USA and Europe.
HSP: Price=256. Cap=82m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Hargreaves Services is a coal mining company. It delivers key projects and services in infrastructure, energy and property sectors. Its offer services to sectors namely Coal Distribution, Industrial services, Logistics and Specialist earthworks.
LUCE: Price=101.8. Cap=164m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Luceco manufactures & distributes LED lighting products, wiring accessories, portable power equipment & home entertainment products for global customer base. Its segments include LED Lighting, Wiring Accessories, Portable Power, and Ross & other.
IQE: Price=73.55. Cap=581m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
IQE is an international supplier of advanced wafer products and wafer services to the semiconductor industry. It serves wireless, photonics, infrared, solar, cmos++ and power markets.
WSG: Price=6.63. Cap=9m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Westminster Group together with its subsidiaries, designs, supplies and provides ongoing support for technology security, safety, fire and defence solutions to government and non-governmental agencies and blue chip commercial organisations.
MTC: Price=20.4. Cap=70m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Mothercare is a global retailer of products for parents and young children. It offers a wide range of products including strollers, car seats, furniture, bedding, bathing equipment, clothing, footwear, and toys.

* 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: MrC's Smallcap Sweeps for May 2019

#224873

Postby MrContrarian » May 28th, 2019, 7:30 am

Smallcap Sweep. 28-May-19
Own-Goals Soccer Centres still targetting own net

Albert Technologies (ALB) warns FY rev unlikely to reach current market expectations. Blames longer ramp up time with the Enterprise clients.
Goals Soccer Centres (GOAL) Double trouble. Guides FY18 and 19 'materially below expectations and historically reported financial performance'. "As a result of the investigation into historic accounting treatments, the Board is mindful that it may not be in a position to complete its full year 2018 audit by the 30 June 2019." Remains suspended.
Inspiration Healthcare (IHC) NPXe plc (IHV has 8%) is no longer looking to IPO in the UK but is pursuing a private offering in the USA. UK Investors remain able to participate in this private offering which is eligible for EIS/VCT relief.
DX Group (DX.) Loses Passport Office delivery contract from Jan 2020. This FY unaffected and FY20 still in line with EBITDA of £7.7m and rev of £328m due to improved trading.
Diurnal Group (DNL) placing and open offer at 26p, a 16% discount.


Notes (do not rely on the data)
ALB: Price=16.2. Cap=16m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Adgorithms provides solutions for online advertising using Artificial Intelligence (AI) technology through its own software, Albert across the channels of video, display, social, search and e-mail marketing on the platforms of desktop and mobile.
GOAL: Price=27.2. Cap=20m. 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.
IHC: Price=67.5. Cap=21m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Inspiration Healthcare Group supplies outcome improving medical devices in the areas of neonatal intensive care and patient warming. The company operates in three segments: Critical Care, Operating Theatre, and Home Healthcare.
DX.: Price=16.3. Cap=93m. 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.
DNL: Price=30. Cap=19m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Diurnal Group is a specialty pharmaceutical company developing hormone therapeutics to aid lifelong treatment for rare and chronic endocrine conditions, including Congenital Adrenal Hyperplasia, Adrenal Insufficiency, Hypogonadism and Hypothyroidism.

* 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: MrC's Smallcap Sweeps for May 2019

#225117

Postby MrContrarian » May 29th, 2019, 7:22 am

Smallcap Sweep. 29-May-19
Spectra shines again

Netcall (NET) warns FY adj EBITDA only £3.4m due to delays in NHS product orders plus public sector customers ordering the newly launched Low-code cloud offerings.
Spectra Systems (SPSY) expects FY profit to exceed market expectations. That's so many in a row I can't remember.


Notes (do not rely on the data)
NET: Price=57.25. Cap=82m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Netcall along with its subsidiaries develops and markets communications, workforce management and business process management software and services to the healthcare, public and private sectors.
SPSY: Price=125. Cap=58m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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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