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Re: MrC's Smallcap Sweeps for June 2020

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Re: Re: MrC's Smallcap Sweeps for June 2020

#314084

Postby MrContrarian » June 1st, 2020, 7:36 am

Smallcap Sweep. 01-Jun-20


LiDCO (LID) AGM stmt: sales fallen back to flat YoY in May. "Tentative expectations that elective surgeries will return to usual levels in the coming months."
Zoetic (ZOE) distribution agreement with a US multi-state provider. COVID slowed the sales roll-out but position is now looking more positive.
Marshall Motor Holdings (MMH) guides H1(June) loss. All showrooms and all other operating units open today. Talks to amend covenants and extend RCF from 2021.
Mattioli Woods (MTW) guides FY(May) rev only slightly up. Co will continue to have significant cash balances and headroom on its regulatory capital requirements.
PowerHouse Energy (PHE) not aware of any material basis for SP rise. Cash will lasy to Q4.
IQ-AI (IQAI) gets $2.57 million, five-year grant from National Institutes of Health(NIH) for optimising and validating tools for the prediction of brain tumor response to therapy.
Topps Tiles (TPT) £18.1m sales and leaseback. 29% premium to NAV.
Cloudcall (CALL) existing customer sales bookings down 35%, new customers down ~28% YTD. "I believe that if a second wave of COVID-19 can be avoided, we'll finish the year with revenues broadly in line with last year." Microsoft Teams videoconferencing integration should launch in the next few months.

In line: MJH

Notes (do not rely on the data)
LID: Price=8.38. Cap=20m. 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.
ZOE: Price=4.85. Cap=10m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
MMH: Price=105. Cap=82m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.
MTW: Price=716. Cap=193m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Mattioli Woods is a provider of wealth management, asset management and employee benefit services. It provides services of setting up and administering pension schemes, banking arrangements, property management and employee benefit services.
PHE: Price=3.63. Cap=75m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
PowerHouse Energy Group is an alternative energy company engaged in the sale of waste to energy systems.
IQAI: Price=2.75. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
TPT: Price=39.4. Cap=77m. 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.
CALL: Price=88. Cap=34m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Cloudcall Group provides software and cloud services. The Company develops and provides a suite of cloud based software products and services for organisations to use their communications more effectively.

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

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

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Re: Re: MrC's Smallcap Sweeps for June 2020

#314448

Postby MrContrarian » June 2nd, 2020, 7:47 am

MrC's Smallcap Sweep. Newsworthy RNSs
◄DRV,CARD,IGP,GMR,QTX,GUS,NCYT,CPT,ZOE,CLG,XAR,HSP►
Full text & notes at:
https://drive.google.com/file/d/1DTo2P6 ... p=drivesdk



◄Driver Group (DRV)► CEO scarpers. He is thanked.
◄Card Factory (CARD)► FY(Jan) rev up 4%, adj EPS down 13%. Will open 10% of stores Jun 15. Is there a Congrats on Your Reopening card? Confident co has access to sufficient liquidity for navigating the times ahead.
◄Intercede (IGP)► FY(Mar) rev up 3%, EPS up 12%. Outlook: some postponement of decisions on new sales opportunities, offset by realisation of orders delayed from March and from existing customers preparing for their staff to work from home.
◄Gaming Realms (GMR)► recent 5 months licensing revenue up 80% cf FY19 90%. Guides FY EBITDA significantly ahead of market expectations.
◄Quartix (QTX)► first 4 months rev up YoY. New installations in May down 25% cf Apr down 60%. UK vehicle mileage fell 54% to its lowest point and partially recovered to 32% down. Covid has not yet had a material impact on subscription base.
◄Gusbourne (GUS)► rev in first 3 months of '20 ahead of directors' expectations but hit from March. Co engaged in a number of new sales initiatives to mitigate this impact. New £10.5 million asset-based lending facility.
◄Novacyt (NCYT)► sales of Primerdesign COVID test €45m and orders for, or been contracted to deliver, a further €90m. In H2 additional COVID related sales expected from new products: Exsig Direct and Exsig Mag, and from co's mobile testing solution. France regulator has not approved Primerdesign's COVID test for reimbursement.
◄Concepta (CPT)► A repositioned myLotus fertility tracking and pregnancy self-testing system 'will emerge' from June along with a digital campaign. New App after that.
◄Zoetic (ZOE)► £350k placing at 4p, a 45% discount, to an existing holder, John Story. Will fund additional distribution contracts announced today for Chill brand products in USA.
◄Clipper Logstcs (CLG)► guides FY(Apr) broadly in line with expectations. EBITA ~£24m up 19%. Significant increase in tender pipeline. Guides FY21 EBITA comfortably ahead of expectations of £25.8m

In line: XAR, HSP

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MrC's Smallcap Sweeps for June 2020

#314491

Postby dspp » June 2nd, 2020, 11:20 am

(blank starter, new month now organised)

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Re: MrC's Smallcap Sweeps for June 2020

#314699

Postby MrContrarian » June 3rd, 2020, 7:38 am

Smallcap Sweep. 03-Jun-20


Vertu Motors (VTU) FY(Feb) U/L EPS 5.12 (5.1). Trading: £20m loss in Apr & May together, significantly improved on the Group's initial forecasts. Cash at 22 May £44.7m, up £14.7m in 2 weeks and significantly higher than initial forecasts.
DP Eurasia (DPEU) Mid March to end May system sales down 13%. Strong liquidity position: cash at hand and additional borrowing capacity at Turkish banks. Could repay Russia bank borrowings if needed. Sales increasing in Turkey as curfews lifted in some cities.
Instem (INS) wins $1m contract, majority recognised this FY.
React (REAT) £1.25m placing at 1.5p , a 2% discount.
Angling Direct (ANG) FY(Jan) rev up 27%, EPS -2.03 (-0.76). Online sales in lockdown 'robust'. Can survive a 'worst case' trading environment.
PCF Group (PCF) H1(Mar) EPS 0.8p (1.2p). Customer forbearance £138m at 29 May, 34% of lending book.
Indivior (INDV) loses patent claims 1-5, 7, and 9-14 in its SUBOXONE (buprenorphine and naloxone) Sublingual Film patent. Co may appeal. No idea if this is a big deal.



Notes (do not rely on the data)
VTU: Price=30.14. Cap=111m. 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.
DPEU: Price=37.5. Cap=55m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
DP Eurasia NV is a master franchisee in Turkey, Russia, Azerbaijan and Georgia of the Domino's Pizza brand. The company offers pizza delivery and takeaway/eat-in facilities through its stores.
INS: Price=472.51. Cap=79m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Instem provides IT solutions to the early development healthcare market. The Company's solutions for data collection, management and analysis are used by customers, to meet the needs of life science and healthcare organisations.
REAT: Price=1.54. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
REACT Group is a specialist provider of rapid response deep cleaning and emergency decontamination services. It offers kitchen cleaning, graffiti removal, clearing up sites after rail fatalities, fly tipping removal, and removal of spillages.
ANG: Price=62.34. Cap=40m. 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.
PCF: Price=20.21. Cap=51m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
PCF Group is a United Kingdom-based company provides financial services to consumers & businesses.
INDV: Price=64. Cap=469m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Indivior is a US-based specialty and generic drug manufacturing company. The firm develops, manufactures, and sells prescription drugs that are mainly based on buprenorphine for treatment of opioid dependence.

* 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 June 2020

#314980

Postby MrContrarian » June 4th, 2020, 7:38 am

Smallcap Sweep. 04-Jun-20
Lookers staff looking at P45s

Luceco (LUCE) Q2 sales started 50% down but improved to average 25% down. Guides adj op profit at least in line YoY.
Elecosoft (ELCO) rev down 4% in 4 months to Apr. Pretax up 25%.
Avacta (AVCT) £45m placing at 120p, a 4.4% discount. Primarybid element. Sensible or opportunistic?
Lookers (LOOK) trading resumed but at lower than normal capacity levels. Plans 1500 redundancies at a cost of £9m cash.
Open Orphan (ORPH) launches antibody testing service (as trailed) which will require a full blood draw.
Tiziana Life Sciences (TILS) its Scientific Advisory Board Chairman Dr. Weiner received NIH grant to investigate Nasal Anti-CD3 for treatment of Alzheimer's.
Tricorn (TCN) guides H1(Mar) rev down 20% vs H2'19, EBITDA down 87%. Trading at Malvern facility has returned to pre-COVID levels but West Brom and USA facilities continue with significantly lower demand.
Van Elle (VANL) Apr in line. At 1 June 30-40% of projects had resumed across the Housing and General Piling divs, whilst Specialist Piling, Rail and Geotechnical divs are operating at 60-70% of pre Covid-19 levels.
Property Franchise Group (TPFG) franchisees have resumed all sales and lettings activity,
Loungers (LGRS) a survey showed only 2% of customers said they would not be comfortable resuming their normal visits to Lounge and Cosy Club. Implausibly lows figure IMO. Love to see the framing questions on that survey.

In line: ONC

Notes (do not rely on the data)
LUCE: Price=105. Cap=169m. 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.
ELCO: Price=76.5. Cap=63m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Elecosoft is engaged in providing software and related services to the architectural, engineering and construction industries. The Company sells software licences, software maintenance and support and related services.
AVCT: Price=138.5. Cap=289m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Avacta Group is a United Kingdom based company, which caters to the healthcare sector. It develops medical diagnostic products such as reagents and arrays which are helpful in drug discovery.
LOOK: Price=22.15. Cap=86m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Lookers operates as an automotive retailer & distribution company. The Company along with its subsidiaries is engaged in sale, hire and maintenance of motor vehicles and motorcycles, including the sale of tyres, oil, parts and accessories.
ORPH: Price=14.6. Cap=87m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
TILS: Price=104. Cap=167m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tiziana Life Sciences develops novel molecules that impact serious human diseases in oncology and immunology. It is focused on developing next-generation therapeutics and diagnostics for cancers and immune diseases.
TCN: Price=8.1. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tricorn Group is a developer and manufacturer of pipe and tubing assemblies supplying markets in the Energy and Transportation sectors.
VANL: Price=36. Cap=38m. 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.
TPFG: Price=187.5. Cap=48m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
The Property Franchise Group is the holding company for approximately four master franchises operating five established lettings and estate agency brands and a, new generation, hybrid agent.
LGRS: Price=132.5. Cap=136m. 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

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Re: MrC's Smallcap Sweeps for June 2020

#315417

Postby MrContrarian » June 5th, 2020, 7:34 am

Smallcap Sweep. 05-Jun-20
Revolution rescue remedy

Revolution Bars Group (RBG) £15m placing & OO at 20p, a 42% discount to reduce debt and possibly re-commence refurbs. Also will move to AIM from full list.
M.P. EVANS (MPE) covid has had little effect on ops. Prices hit but still above year ago. Crude palm oil recently improved to $600 cf $659 pre covid.
Volution (FAN) May sales outside UK at 91% of pre-covid. UK at 42% in May and better in June. Op Cashflow positive throught.
Somero (SOM) further precautionary actions to reduce costs due to uncertain outlook. Guides net cash end June over $24m, as before. Sales 25% down on pre-covid plan but co remains profitable and cash generative.
LSL Property Services (LSL) Q1(Mar) op profit up 62%. Seen 'encouraging initial activity levels following easing of lockdown'.
Xpediator (XPD) CEO kicked down, remains on board as Founder.
Gamma Communications (GAMA) Growth in SIP Trunks and Cloud PBX seats has continued to be positive. Cancellations of existing contracts are at normal (minimal) levels, no inc in bad debt. Sales cycles lengthened in Q2. Will pay div.
Yew Grove REIT (YEW) expects to collect at least 95% of Q2 rents.



Notes (do not rely on the data)
RBG: Price=34.5. Cap=17m. 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.
MPE: Price=560. Cap=305m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
M P Evans Group operates oil-palm and rubber plantations in Indonesia, beef-cattle operations in Australia and is engaged in property development in West Malaysia.
FAN: Price=165.5. Cap=328m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Volution Group supplies ventilation products to residential and commercial constructions. The company's products are categorized into residential ventilation, commercial ventilation, other products and Torin-Sifan.
SOM: Price=211. Cap=119m. 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.
LSL: Price=188. Cap=196m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
LSL Property Services provides residential property services to consumers. Some of its offerings include residential sales, lettings, surveying, conveyancing and advice on mortgages and non-investment insurance products.
XPD: Price=27. Cap=37m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Xpediator is an integrated freight management business. The Group has three main business areas: freight forwarding services; logistics and warehousing; and transport services.
GAMA: Price=1230. Cap=1168m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Gamma Communications provides business communications services through channel partners and direct to small, medium and large-sized business customers, the public sector and not-for-profit organizations.
YEW: Price=0.9. 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

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Re: MrC's Smallcap Sweeps for June 2020

#316279

Postby MrContrarian » June 8th, 2020, 8:14 am

Smallcap Sweep. 08-Jun-20
Looking grim at LOOK

TT Electronics (TTG) rev in 5 months to May 14% own organic. Order book at end of May broadly flat YoY. Expanded cost cutting programme.
Solid State (SOLI) First 2 months of FY trading ahead of management's expectations but some slowdown in order intake. "Confident that given its niches in sectors currently in demand and those likely to be in receipt of government stimulus packages, for example transportation and medical, it is well placed to navigate these exceptional trading conditions."
Croma Security Solutions Group (CSSG) covid impact light. Guides FY(June) EBITDA at least £1.6m. The net cash of £2.4m boosted as a result of Government support initiatives.
CEIBA Investments (CBA) Cuba is close to announcing a staged reopening of its tourism industry and national borders.
UP Global Sourcing (UPGS) deliveries since Apr "progressed at a steady pace." Invoice rev UTD down 5%. Guides FY U/L EBITDA above market expectations.
BiON (BION) FY(Dec) rev MYR24m (MYR1.92m). Confident co will have sufficient cash to remain viable in 2020. Some businesses resumed ops in Malaysia.
Amino Technologies (AMO) guides H1(May) up 10%. $3.7m gross cash and undrawn credit facilities of $13m. Increased business levels with existing customers but new business wins may be delayed.
Parity Group (PTY) CFO scarpers. He is thanked and will assist handover.
Midatech Pharma (MTPH) research collaboration with Dr Reddy's, onea global pharmaceutical co.
Crossword Cybersec (CCS) three year contract with Agria Pet Insurance. No numbers.
Surface Transforms (SCE) wins sole supplier contract for Koenigsegg Gemera, a 1700bhp hybrid car.
Actual Experience (ACT) H1(Mar) rev up 2%. Discussions regarding potential new contracts are well progressed. "Material uncertainty" going concern stmt.
Lookers (LOOK) additional procedures needed to finalise the 2019 Results which will not be ready by June 30. Shares will be suspended on 1 July.
Speedy Hire (SDY) Apr rev down 35% but ahead of mgmt expectations. Most recent week in June down 17%.



Notes (do not rely on the data)
TTG: Price=183.05. Cap=300m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
TT Electronics provides engineered electronics for performance critical applications across industrial, transportation, aerospace, defence and medical markets.
SOLI: Price=619.8. Cap=53m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Solid State supplies specialist electronics equipment which include high tolerance and tailor made battery packs, specialist electronic components, specialist antennas, industrial/rugged computers and secure communications systems.
CSSG: Price=79.2. Cap=12m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Croma Security Solutions Group provides manned guarding & asset protection services, CCTV security, fire & alarm systems, identity management & access control solutions, locks & safes.
CBA: Price=60. Cap=83m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
UPGS: Price=73.32. Cap=60m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
UP Global Sourcing Holdings develops, designs, sources and distributes consumer products. The Company focused on six product categories including SDA, Housewares, Audio, Laundry, Heating & Cooling and Luggage.
BION: Price=2. Cap=11m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AMO: Price=145. Cap=112m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Amino Technologies Plc operates in the communication equipment industry based in the United Kingdom. It assists broadband network operators by offering them software and hardware technologies.
PTY: Price=8.7. Cap=9m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Parity Group is a services company providing professional recruitment, IT solutions and people development services from its offices in London, Manchester, Edinburgh and Belfast.
MTPH: Price=24.35. Cap=10m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Midatech Pharma is a nanomedicine company engaged in the development and commercialization of multiple therapeutic products to enhance the delivery of medicines in diseases with high unmet medical needs.
CCS: Price=281. Cap=14m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SCE: Price=18.95. Cap=29m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Surface Transforms develops and manufactures carbon ceramic products mainly for the brakes market. The firm engages in developing new products and application of carbon fiber reinforced ceramic materials.
ACT: Price=24. Cap=11m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Actual Experience is a technology solutions provider. Its core service includes the provision of cloud-based platforms to companies involved in rendering digital products.
LOOK: Price=28.45. Cap=114m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Lookers operates as an automotive retailer & distribution company. The Company along with its subsidiaries is engaged in sale, hire and maintenance of motor vehicles and motorcycles, including the sale of tyres, oil, parts and accessories.
SDY: Price=55.68. Cap=293m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Speedy Hire is engaged in the provision of equipment for hire and sale, and associated services to construction, infrastructure, industry and related industries.

* 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 June 2020

#316600

Postby MrContrarian » June 9th, 2020, 7:36 am

Smallcap Sweep. 09-Jun-20
Telit escapes rap on knuckles

Avacta (AVCT) covid infection test developed with its partner Adeptrix has reached prototype stage and can detect the coronavirus spike protein in model samples in the concentration range appropriate for a clinical diagnostic test.
Omega Diagnostics (ODX) has shipped first order for COVID ELISA test to Senegal worth ~£0.1m. Registration and evaluation activities in 15 countries which is expected to lead to orders in the near future. Guides FY(Mar) EBITDA £850k-900k, slightly ahead of market expectations.
Venture Life (VLG) will comfortably exceed FY(Dec) market expectations. Extends commercial relationship with Alliance Pharma and has been appointed as a second manufacturer of Alliance's Kelo-Cote product.
S & U (SUS) motor finance transactions at 40% of normal from a low of 15%. Collections have fallen in the most recent month by about 20%. Bridging finance transactions less than 25% of budget but recent applications have been robust allowing a good quality pipeline to increase. Cash: " As predicted, recent cash generation has seen group borrowings fall to GBP98m, some GBP30m less than budget. Gearing is now around 55%."
SigmaRoc (SRC) rev for 5 months to May down 16% LFL, adj for acquisitions. Cash at hand inc from £11m to £13.5m during 2 months to 31 May. "Resilience of the business through April, together with the recovery in activity levels during May, gives the Board confidence that SigmaRoc will be able to manage effectively through the crisis and maintain progress in its growth strategy."
Sosandar (SOS) guides FY(Mar) rev at least £9m, up over 100%. Rev in Apr & May up 62% but orders up only 44% as marketing expenditure down 69%. Will be listed on John Lewis and Next sites from Autumn. Cash £4.4m end May down £0.8m in 2 months.
Telit Communications (TCM) FCA will not take enforcement action on timeliness & accuracy of stock market announcements.
Ilika (IKA) guides FY(Apr) in line with rev £2.8m up 10% and EBITDA loss £2.1m (£2.2m). Plans to implement manufacturing strategy for tiny Stereax solid-state battery remain on track.
Redcentric (RCN) has extended its bank funding facilities into 2022.



Notes (do not rely on the data)
AVCT: Price=144. Cap=301m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Avacta Group is a United Kingdom based company, which caters to the healthcare sector. It develops medical diagnostic products such as reagents and arrays which are helpful in drug discovery.
ODX: Price=62. Cap=93m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Omega Diagnostics Group provides in-vitro diagnostics (IVD) products for use in hospitals, blood banks, clinics and laboratories and specializes in the areas of allergy and autoimmune, food intolerance and infectious diseases.
VLG: Price=65. Cap=54m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Venture Life Group is an international consumer self-care company. The Company focuses on developing, manufacturing and commercializing products for the aging population. Venture generates most of its revenue from Europe.
SUS: Price=1775. Cap=215m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
S & U is engaged in providing motor finance and specialist lending service through its subsidiary Advantage Finance Limited. It serves over 80,000 customers in UK by providing credit services.
SRC: Price=42. Cap=107m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SigmaRoc is involved in construction materials business. The company’s main activity is to make investments and acquire projects in construction materials sector.
SOS: Price=8.75. Cap=17m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Sosandar is an online women's wear brand specifically targeted at a generation of women who have graduated from younger online and high street brands, and are looking for affordable clothing with a premium, trend-led aesthetic.
TCM: Price=126.4. Cap=168m. 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.
IKA: Price=44. Cap=61m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Ilika discovers and develops novel materials for mass market applications. It develops materials for corrosion resistant alloys, metal catalysts and hydrogen storage alloys.
RCN: Price=123. Cap=183m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Redcentric provides information technology managed services to various industries and applications. The company's services offering includes application, collaboration, infrastructure, network, mobile and IT security services.

* F/C for prev FY if Prelims released today
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Re: MrC's Smallcap Sweeps for June 2020

#316990

Postby MrContrarian » June 10th, 2020, 7:42 am

Smallcap Sweep. 10-Jun-20
Photo-Me looking ugly

Photo-Me (PHTM) guides FY(Apr) rev down 5.5%, adj pretax £28m (£42.6m), ex restructure costs & writedowns of £14-18m.. Plans restructure of UK, China and South Korea businesses. Cash at hand £66.5m. Believes has "sufficient liquidity available and anticipates it will continue to operate within its banking covenants, subject to a modest improvement in trading conditions over the coming months."
Gulf Marine Services (GMS) banks sign new debt structure as mooted in March.
Quiz (QUIZ) putting UK & Ireland store co into admin and group will buy it for £1.3m. Will retain 90% of jobs. Believes prepack will enable group to operate an economically viable store portfolio alongside its online, UK concession and international channels.
Hornby (HRN) celebrates 100th anniversary of the 1st Hornby locomotive.
Portmeirion (PMP) £10m placing + OO at at least 375p, a 2.5% disc, to accelerate its growth strategy and margin improvement.
Orchard Funding (ORCH) FY(July) lending expected to be below market expectations but earnings higher because certain costs associated with the banking licence application have been deferred.
Eco Animal Health (EAH) guides FY(Mar) rev & EBITDA significantly ahead of market expectations and up YoY. Gross margins have improved through H2. Current trading strong.
XLMedia (XLM) to dispose of the majority of its Finnish-facing Casino assets, along with certain other publishing sites, in line with strategy of 'refining' (LOL) its publishing portfolio and refocusing on regulated and high-potential markets.
Flowtech Fluidpower (FLO) AGM stmt. Rev down 30% in May, from 40% in Apr. Adj EBITDA roughly breakeven in April and May.
Spectra Systems (SPSY) has been underbid for a five year Asian central bank contract for the supply of taggants and sensors. Winner's price was 50% less than the incumbent's pricing.
Panoply (TPX) buys Arthurly, a technology services business with particular strength in the Microsoft Technology Stack, for £412k. Expected to be immediately margin and earning enhancing to subsidiary Notbinary.
Boku (BOKU) string trading in lockdown with existing merchants benefiting from increased demand for home entertainment. Total Payment Volumes up 35% in 5 months to May

In line: ERGO

Notes (do not rely on the data)
PHTM: Price=57.3. Cap=217m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Photo-Me International operates a diverse range of vending equipment, including digital printing kiosks, laundry machines, children's rides and amusement machines.
GMS: Price=13.63. Cap=48m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Gulf Marine Services is a provider of self-propelled, self-elevating accommodation jack-up barges in the Middle East and globally. The Company's business segments are Small Class vessels, Mid-Size Class vessels, Large Class vessels, and Other vessels.
QUIZ: Price=6.93. Cap=9m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
QUIZ is an omni-channel fast fashion womens wear brand. It focus on occasion wear and dressy casual wear offering clothes, footwear and accessories. Its segments include Occasion wear, Dressy casual, and Footwear.
HRN: Price=32. Cap=53m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Hornby is engaged in the business of hobby and toy products. The company develops, designs, sources, and distributes hobby and toy products under brands such as Hornby RailRoad, Skaledale, and Heico Modell.
PMP: Price=396.49. Cap=43m. 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.
ORCH: Price=76.82. Cap=16m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Orchard Funding Group is a UK based finance company, which provides funding and funding support systems to clients of insurance brokers and professional firms.
EAH: Price=197. Cap=133m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Eco Animal Health Group is a player in the animal health domain. It is a global drug manufacturer, which develops the latest drugs for the treatment of a range of conditions in pets and farm animals.
XLM: Price=22.5. Cap=42m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
XLMedia is a digital publisher and marketing company which attracts paying users from different online channels and directs them to online gambling operators. It operates through three segments: Publishing, Media and Partners Network.
FLO: Price=74.55. Cap=46m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Flowtech Fluidpower is a distributor of technical fluid power products. The Company supplies its fluid power products to distributors and resellers of industrial maintenance, repair and operations products.
SPSY: Price=140. Cap=64m. 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.
TPX: Price=71.6. Cap=39m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
BOKU: Price=85.5. Cap=220m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Boku Inc is a carrier billing mobile payments company. The company's bank-grade payments technology allows consumers to charge purchases to their mobile phone bill.

* 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 June 2020

#317395

Postby MrContrarian » June 11th, 2020, 7:39 am

Smallcap Sweep. 11-Jun-20
Angling for cash

Angling Direct (ANG) £5.5m placing at 50p, a 15.3% discount. Needed for working cap, balance sheet and possible acqusitions.
McBride (MCB) CEO scarpers, replaced by CFO. He is thanked.
Churchill China (CHH) AGM stmt. Expects mkt recovery but still expects overall monthly revenues to remain down for some time. Possible job losses.
ADES International (ADES) Q1(Mar) rev up 22%. Guides FY EBITDA flat.
Share (SHRE) FCA approves takeover.
Open Orphan (ORPH) major contract with a leading vaccine developer "to obtain and support market access of newly developed vaccines into the EU and US markets until the end of 2020." Not sure what that means.
Diaceutics (DXRX) £20.5m placing at 145p, a 1.4% premium. "Will strengthen the balance sheet in readiness for new growth opportunities."
Brave Bison (BBSN) CEO scarpers, replaced by chmn as exec chmn. She is thanked.
Woodbois (WBI) recommenced some harvesting in Gabon but sawmill & factory still idle. Talks with lenders to restructure debt.
1Spatial (SPA) FY(Jan) rev slightly up on guidance at £23.4m. EPS -1.37 (-1.65[cont]). Current trading in line.
R E A (RE.) FY(May) harvest yp 7%. Covid-19 has not had a significant negative effect on the operations. Crude Palm Oil price bounced from low of $510/T to $595/T.
Cohort (CHRT) wins €7.5m contract for Air Guard Counter-Unmanned Aerial Systems.



Notes (do not rely on the data)
ANG: Price=58.15. Cap=38m. 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.
MCB: Price=66. Cap=121m. 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.
CHH: Price=1100.1. Cap=121m. 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.
ADES: Price=9. Cap=421m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ADES International Holding is an oil and gas drilling and production services provider in the Middle East and Africa region. Its services include offshore and onshore contract drilling services as well as production services.
SHRE: Price=30.01. Cap=43m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Share is a part of the financial service sector. Its core business involves stock broking activities. It also provides custodian services and fund administration services.
ORPH: Price=11.6. Cap=69m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
DXRX: Price=154. Cap=107m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
BBSN: Price=1.4. Cap=9m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Brave Bison Group monetizes online video content. The Company is engaged in online video content marketing with particular emphasis on social media talent. It brings together Content Owners, Creators, Brands and Publishers.
WBI: Price=3.03. Cap=15m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SPA: Price=21.9. Cap=24m. 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.
RE.: Price=65. Cap=28m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
R E A Holdings is engaged in the cultivation of oil palms in the province of East Kalimantan in Indonesia and in the production of crude palm oil and crude palm kernel oil.
CHRT: Price=555.5. Cap=228m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Cohort through its subsidiaries provides technology business services and products for the United Kingdom and international customers in defense and related markets. The company’s operating segments are MASS, MCL, SCS, and SEA.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
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Re: MrC's Smallcap Sweeps for June 2020

#317770

Postby MrContrarian » June 12th, 2020, 7:36 am

IQE (IQE) guides H1(June) rev at least £85m up over 27% and will be cash generative following cost cuts. Q1 rev slightly ahead of internal expectations, Q2 to date has been strong. Production has not been affected by covid. "Liquidity remains strong and headroom on IQE’s credit facilities has increased." Smartphone handset market is expected to decline this year, may be de-stocking H2. No FY guidance.
Air Partner (AIR) £7.5m placing & PrimaryBid offer at 75p, a 1.45% disc.
Nexus Infrastructure (NEXS) £10m placing at 140p, a 15% disc, to capitalise on opportunities. H1 in line.



Notes (do not rely on the data)
SPA: Price=22. Cap=24m. 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.
GMS: Price=13.13. Cap=46m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Gulf Marine Services is a provider of self-propelled, self-elevating accommodation jack-up barges in the Middle East and globally. The Company's business segments are Small Class vessels, Mid-Size Class vessels, Large Class vessels, and Other vessels.
SONG: Price=110.5. Cap=681m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
WRKS: Price=25.8. Cap=16m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
UAI: Price=85.8. Cap=108m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
U and I Group is a property company. The company together with its subsidiaries is engaged in property investment and development, investment and trading.
VLS: Price=4.93. Cap=32m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Velocys is engaged in design, development, marketing, and sale of technology for the production of synthetic fuels and specialty products.
May: Price=NA. Cap=NA. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
RM.: Price=240. Cap=201m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
RM is engaged in providing software and communications technology product to the UK and international education sector. The Company operates in three divisions including RM Resources, RM Results and RM Education.
IDS: Price=NA. Cap=NA. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
IQE: Price=40.66. Cap=324m. 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.
AIR: Price=77. Cap=41m. 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.
NEXS: Price=164.5. Cap=63m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Nexus Infrastructure provides infrastructure services to housebuilding and commercial sectors. It operates through two businesses that provide infrastructure services and designing, installation and connecting utility networks to properties.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
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Re: MrC's Smallcap Sweeps for June 2020

#318455

Postby MrContrarian » June 15th, 2020, 7:39 am

Smallcap Sweep. 15-Jun-20


SThree (STEM) H1(May) tradng: net fees down 7% and 12% in Q2. Net cash £31m.
Metro Bank (MTRO) may buy the peer-to-peer lender RateSetter.
Croma Security Solutions Group (CSSG) expanded contract worth £5m PA for 1 yr with further 2 yr option.
Integumen (SKIN) £400k loan facility at 5% PA.
Hemogenyx Pharmaceuticals (HEMO) trial using its humanised mice to produce covid antibodies.
Feedback (FDBK) £5.5m placing and OO at 1p, a 9% discount. Needed for marketing and development of Bleepa, the app which allows medical staff to securely view and discuss high quality medical grade images on mobile devices.
Mobile Streams (MOS) wins two contracts for delivery of data insight, intelligence and visualisation services using the Streams platform. No numhers.
MobilityOne (MBO) absurdly tardy FY(Dec) trading. Rev up 35%. Pretax £1.18m (-£1.36m). Gets extension for finals to Sept, and it blames covid.
7digital (7DIG) extension for finals(Dec) to Sept, and it blames covid.
Best Of The Best (BOTB) FY(Apr) rev up 20%, EPS 37.51p up 112%. Recent sales ahead of management's original expectations.
Idox (IDOX) H1 rev up 13%. EPS-cont -0.23p (-0.59p). Guides FY in line.

In line: COS, EVG

Notes (do not rely on the data)
STEM: Price=270. Cap=359m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
MTRO: Price=105. Cap=181m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Metro Bank is a retail banking company based in the United Kingdom. Its segments comprise of retail and commercial banking.
CSSG: Price=68.6. Cap=10m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Croma Security Solutions Group provides manned guarding & asset protection services, CCTV security, fire & alarm systems, identity management & access control solutions, locks & safes.
SKIN: Price=1.8. Cap=19m. 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.
HEMO: Price=5.44. Cap=24m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Hemogenyx Pharmaceuticals is a preclinical-stage biotechnology company focused on the discovery, development and commercialisation of novel therapies and treatments for blood diseases, like leukemia and lymphoma.
FDBK: Price=1.14. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Feedback through its subsidiaries is engaged in providing medical imaging tools for clinical decision makers. It develops software and systems that provide techniques and workflows for practitioners involved in medical research and treating patients.
MOS: Price=0.31. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Mobile Streams is engaged in the sale of mobile content through Multi-National Organisation's, the sale of mobile content over the internet and the provision of consulting and technical services.
MBO: Price=3.6. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
MobilityOne along with its subsidiaries is engaged in providing e-commerce infrastructure payment solutions and platforms through its proprietary technology solutions, which are marketed under the brands MoCS and ABOSSE.
7DIG: Price=0.22. Cap=5m. 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.
BOTB: Price=819. Cap=77m. 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.
IDOX: Price=44. Cap=195m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
IDOX is a provider of application to the United Kingdom local government related to land, people and property. In addition, it provides software solutions to the public and private sector.

* 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 June 2020

#318729

Postby MrContrarian » June 16th, 2020, 7:50 am

Smallcap Sweep. 16-Jun-20
17 RNSs covered.

PureTech (PRTC) get FDA clearance for clearance for it's non-drug EndeavorRxTM as a prescription treatment for children with ADHD. Uses a video game experience.
Team17 (TM17) has started to see the unusually high levels of demand during April and May returning to a more normal level. New consoles and new IP launches across H2 creates a more unpredictable backdrop. No FY guidance.
U and I (UAI) gets planning permission at Landmark Court, a £240m Public Private Partnership scheme, subject to the standard six week procedural and s106 process. Expects c.£10-15m development and trading profit over 5 years.
4imprint (FOUR) order counts have steadily increased towards 50% of 2019 level, from 20%. Net cash $28.1m after $9.4m pension fund payment.
Clipper Logistics (CLG) advanced discussions with Arcadia Group for a transportation contract.
Yourgene (YGEN) covid testing and 'passport' collaboration agreement with payments company Caxton and immunity passport app Prova. Caxton will offer tests to its extensive network of corporate clients and their employees. Co will provide sample collection kits, training and running the test. Not clear how significant this is.
Amiad Water Systems (AFS) 5 year global distribution agreement with Netafim for disc filtration products for the irrigation market. No numbers.
ClearStar (CLSU) has not yet returned to our pre-covid revenue run rate but increase in sales so far is extremely encouraging. Optimistic that FY will not be as bad as feared.
De La Rue (DLAR) SFO has decided to discontinue its 11 month investigation.
Joules (JOUL) guides FY(May) in line with rev down 12%, pretax -£2m to 3m. E-commerce demand from start of lockdown to the end FY(May) up over 40%, significantly ahead of expectations. Collection of wholesale receivables was better than anticipated. Inventory position marginally lower than the prior year. C/F has been ahead of its covid base case scenario and significantly ahead of downside scenario.
Bidstack (BIDS) gets Internet Advertising Bureau's Gold Standard certificate 1.1, the first multi-device in-game advertising platform to do so, though it's a year since the 1.1 standard was published.
Direshite (DIA) improving, but volatile, order intake, especially in the US. "Due to the temporary closure of our facilities in April our order book is higher than we had expected, but we are increasing deliveries to customers week-on-week and have reduced the overdues backlog." Guides net debt at FY 2020 broadly flat YoY. No FY(Dec) guidance except it will be H2 weighted.
ValiRx (VAL) basic remuneration for Board, employees and consultants (pro forma)c. £300k cf £900k in FY18. Trying to dispose of its licence in GeneICE but no sale yet. Will therefore terminate licence due to high patent costs. SP down 99.6% in 5 years.
Synectics (SNX) wins £1m contract to provide surveillance systems for a major offshore oilfield development in the Middle East. Will be delivered mostly in this FY.
Epwin (EPWN) All sites are operational to some degree. Demand is returning, albeit at significantly lower levels than normal. Available cash and facility headroom remains at c.£45m.
Ilika (IKA) no order cancellations and expectations for FY21 remain unchanged.
Science Group (SAG) guides H1 adj op profit up 50%. Market share has been maintained.



Notes (do not rely on the data)
PRTC: Price=240. Cap=685m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
PureTech Health is a cross-disciplinary healthcare company developing products that could improve the lives of patients.
TM17: Price=516. Cap=678m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
UAI: Price=83. Cap=104m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
U and I Group is a property company. The company together with its subsidiaries is engaged in property investment and development, investment and trading.
FOUR: Price=2410. Cap=677m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
4imprint Group markets promotional products through online and offline direct marketing techniques. Its products include apparels, stationery, technologies and food stuff.
CLG: Price=295.5. Cap=300m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Clipper Logistics offers logistics solutions. Its activities comprise E-fulfilment & returns management services, non e-fulfilment logistics. Its majority revenues come in from United Kingdom and remaining from Germany, and Rest of Europe.
YGEN: Price=18.4. Cap=115m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AFS: Price=231.5. Cap=70m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Amiad Water Systems is a producer and supplier of water filters and filtration systems. Its systems are used in two key markets, being the industrial market, which includes the municipal, ballast water and oil and gas markets and irrigation market.
CLSU: Price=39.96. Cap=15m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ClearStar Inc is a technology and service provider to the background check industry. It supports background screening companies, employers and employees with their recruitment and employment application decisions.
DLAR: Price=145.6. Cap=151m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
De La Rue is a commercial producer of currency. It designs and manufacture banknotes, banknote substrates, security features and the associated technology platforms.
JOUL: Price=112. Cap=121m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Joules Group is a UK-based lifestyle brand which designs and sells Joules branded lifestyle clothing, accessories and homeware.
BIDS: Price=4.17. Cap=16m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
DIA: Price=306. Cap=100m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Dialight manufactures and sells light-emitting diode (LED) lighting fixtures for use in hazardous and industrial locations including the oil and gas and mining sectors. Its segments are Lighting, and Signals and Components.
VAL: Price=7.09. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ValiRx is a biopharmaceutical company. The Company is engaged in developing technologies and products in oncology therapeutics and diagnostics focused on the treatment of cancer and associated Biomarkers, specializing in epigenomic & genetic analysis.
SNX: Price=106. Cap=19m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Synectics designs, integrates, controls and manages surveillance technology, and networked security systems as well as provides related security management and support services. Its segments include Systems, and Integration & Managed Services.
EPWN: Price=74.8. Cap=107m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Epwin Group is a manufacturer of low maintenance building products, supplying products and services to repair, maintenance and improvement.
IKA: Price=49. Cap=68m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Ilika discovers and develops novel materials for mass market applications. It develops materials for corrosion resistant alloys, metal catalysts and hydrogen storage alloys.
SAG: Price=190. Cap=79m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Science Group through its subsidiaries provides independent advisory and product development services focused on science and technology initiatives.

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

RNSs
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Re: MrC's Smallcap Sweeps for June 2020

#318983

Postby MrContrarian » June 17th, 2020, 7:36 am

Smallcap Sweep. 17-Jun-20
BEST buyout bouyancy

Best of the Best (BOTB) hoists For Sale sign after interest.
De La Rue (DLAR) £100m placing and OO at 110p, a 28% discount. Will be used for Turnaround Plan. Can't they just print the money?
1Spatial (SPA) CFO scarpers. Will stay for a short handover. She is thanked.
AorTech (AOR) will trade as RUA Life Sciences (RUA) tomorrow.
boohoo (BOO) rev up 45% in 3 months to May. Acquires online businesses and IP of Oasis and Warehouse for £5.25m. Guides FY rev up 25%, ahead of market expectations.
RTC (RTC) AGM stmt vague. CO believes "the number of contract workers required in the infrastructure and railway transportation sectors will increase in Q3 and smart-meter installation activity will recommence."
Evgen Pharma (EVG) SFX-01 selected for trial to test if it can can reduce the severity, or prevent the onset of, acute respiratory distress syndrome associated with covid.
Spinnaker Opportunities (SOP) re: Kanabo Research RTO. Still waiting for confirmation of the overall listing requirements for cannabis-related companies by the appropriate UK regulatory bodies before it can relist.
MediaZest (MDZ) two projects worth £125k total (min) for completion in Aug.

In line: PTRO, STM, ZAM

Notes (do not rely on the data)
BOTB: Price=1250. Cap=117m. 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.
DLAR: Price=152.8. Cap=159m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
De La Rue is a commercial producer of currency. It designs and manufacture banknotes, banknote substrates, security features and the associated technology platforms.
SPA: Price=28.23. Cap=31m. 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.
AOR: Price=122.9. Cap=20m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AorTech International through its subsidiary is engaged in the development, exploitation & commercialization of biomedical polymer technology, components and medical devices.
BOO: Price=389.3. Cap=4901m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
boohoo.com is an online fashion retailer catering men and women in the UK and internationally. The firm designs, markets and sells its own-brand products through its website www.boohoo.com. Its business is spread across the UK, Europe and Others.
RTC: Price=41. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
RTC Group PLC, through its subsidiaries, is engaged in the recruitment of human capital resources and the provision of managed services. The company serves industries in both domestic and international markets.
EVG: Price=9. Cap=12m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Evgen Pharma is a clinical stage drug development company focused on cancer and neurological disease. Its pipeline is based on Sulforadex technology which includes synthetic and stabilized analogues of sulforaphane.
SOP: Price=4.75. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Spinnaker Opportunities is in the business of identification, evaluation and completion of suitable Acquisition opportunities in the energy and industrial sectors. It aims to generate an attractive capital return to its shareholders.
MDZ: Price=0.03. Cap=m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
MediaZest through its subsidiaries provides one-stop audio, visual, aromatic, satellite delivery, content management and consumer interaction platform to retailers and brand owners.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
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Re: MrC's Smallcap Sweeps for June 2020

#319276

Postby MrContrarian » June 18th, 2020, 7:37 am

Smallcap Sweep. 18-Jun-20
Sales earthquake hits Tremor.

Avacta (AVCT) initial test shows co's Affimer reagents prevent a SARS-COV-2 model virus from entering human cells and therefore provide a potential therapy for COVID-19. In vitro test I assume.
Quadrise Fuels International (QFI) some progress on agreements for a commercial trial of MSAR at a US test plant to process up to 500 barrels of heavy crude oil per day.
Wincanton (WIN) wins contract to manage Morrisons transport and VMU operations in Bridgwater. 250 staff will be transferred. No £££.
Tremor (TRMR) trading has been severely impacted with clients cutting advertising budgets across all platforms. Guides H1 rev c. 28% lower than expected with adj EBITDA loss of c. $3-6m. "Whilst we are seeing month by month recovery, the ultimate impact of the COVID-19 pandemic on the global economy and Tremor remains uncertain, and therefore the Company is not giving FY guidance." Will accelerate share buyback.
Michelmersh Brick (MBH) rev year to May 25% down. Plants now fully operating.
Novacyt (NCYT) launches 3 products to support labs testing for covid: two RNA extraction kits and COVID-HT, a new test optimised for use in labs performing high volumes of tests.
Access Intelligence (ACC) guides H1 rev(May) up 50%. However co's "ability to generate new business in line with our original 2020 expectations remains unclear."
TP Group (TPG) €18m orders under framework contract with the European Space Agency, delivery to end 2022.
Corero Network Security (CNS) over $1.5m of new customer wins.



Notes (do not rely on the data)
AVCT: Price=122. Cap=287m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Avacta Group is a United Kingdom based company, which caters to the healthcare sector. It develops medical diagnostic products such as reagents and arrays which are helpful in drug discovery.
QFI: Price=1.64. Cap=17m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Quadrise Fuels International is engaged in the manufacturing and marketing of emulsion fuel for use in power generation, industrial and marine diesel engines and steam generation applications.
WIN: Price=193.5. Cap=241m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Wincanton provides supply chain and logistics solutions and services. Its segments are Retail & Consumer and Industrial & Transport.
TRMR: Price=147. Cap=198m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
MBH: Price=100. Cap=94m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Michelmersh Brick Holdings is engaged in the management and administration of its subsidiary companies. The main activity of the subsidiary companies is to manufacture bricks, with one subsidiary operating a landfill site.
NCYT: Price=241. Cap=190m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Novacyt SA develops and markets solutions in medical cytology. It offers portfolio of cancer and infectious disease diagnostics products and services. It has three reportable segment, Cytology, Diagnostics and Molecular Testing.
ACC: Price=54. Cap=40m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Access Intelligence is a software and computer services company. The Company provides reputation and risk management software solutions and services to public and private sectors in the United Kingdom, the European Union, and internationally.
TPG: Price=7.62. Cap=59m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
TP Group is an engineering and support services company providing solutions for critical applications to Aerospace & Defense, and Energy & Process industries.
CNS: Price=5.35. Cap=26m. F/C for current FY*: EPS= NA, Prospective PE= NA, 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.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
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Re: MrC's Smallcap Sweeps for June 2020

#319663

Postby MrContrarian » June 19th, 2020, 7:54 am

Smallcap Sweep. 19-Jun-20
16 summaries. Friday used to be quiet.

Global Ports Holding (GPH) denies press reports that it may delist.
Trifast (TRI) £15m placing via ABB "to continue to invest in long term growth as well as maximising its growth in the short term as markets recover." Trading in line.
Urban Exposure (UEX) Following decision to cease seeking new business, CEO & COO leave, released from share lock-up. Some other dirs leave as well. Won't dispose of Urban Exposure Amco. Guides potential net returns for shareholders 70p to 83p. 80% of proceeds should be returned in 7 to 15 months.
IQ-AI (IQAI) its MRI DSC perfusion technology earns recognition as the national standard for scanning high-grade brain tumors. "It is the only MRI-DSC platform that offers truly quantitative output regardless of scanner platform, field strength, or time point."
APQ Global (APQ) book value 17.49c or 14.15p
Staffline (STAF) not aware of any reason for yesterday's SP surge. Financing talks continue and co expects to agree and implement a revised financing structure ahead of finals(Dec) which will appear in July, a month beyond deadline. Extension granted. Guides small underlying FY EBITA loss.
Velocys (VLS) FY(Dec) results delyed beyond June. Guides rev £0.3m (£0.7m), adj op loss £9.8m, cash £4.8m (£7.0m) despite £7m raise in July.
Catenae Innovation (CTEA) partner has successfully completed the proof of concept pilot trial of the Company's Cov-ID status verification passport app.
Woodbois (WBI) reached an agreement in principle with the major bondholder for a debt for equity swap. Conditional on placing. Will invest c$3-5m in Gabon factory, which has restarted sawmill ops.
Slingsby (SLNG) rev in Jan to May down 3%. "The trends in Group gross profit margin and overheads experienced in the first quarter of 2020 have continued in Q2 and, as a result, operating profit in the five months to the end of May 2020 has remained higher [YoY]...Orders are concentrated on a limited product range and it is unclear as to the impact that the virus will have on demand." Also possible bad debts.
Costain (COST) activity levels have increased since the beginning of the lockdown and have now stabilised. Has won a number of new contracts and framework awards since the £100m fundraising. Guides order book £4.2bn.
Agronomics (ANIC) plans to delist and make 6p tender offer with sum available TBD. "To fund the Tender Offer, the Company intends to raise funds from parties interested in supporting Agronomics as a private company." SP is 6.75p.
Studio Retail Group (SRG) CMA will refer sale of Findel Education to a Phase 2 review.
Techfinancials (TECH) FY(Dec) has material uncertainty going concern stmt.
Redcentric (RCN) delays FY(Mar) results to 21st July. Not due to any audit issues. FY was in line.

In line: LTG

Notes (do not rely on the data)
GPH: Price=85.4. Cap=54m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Global Ports Holding is an independent cruise port operator. It operates in the Mediterranean, Atlantic and Asia-Pacific regions, including commercial operations in Turkey and Montenegro specializing in container, bulk and general cargo handling.
TRI: Price=133.5. Cap=164m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Trifast engineers, manufactures and distributes industrial fastenings and category C components to industries and customers. Its products are used in automotive, electronics and domestic appliances.
UEX: Price=48. Cap=76m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
IQAI: Price=2.79. Cap=4m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
APQ: Price=30. Cap=14m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
APQ Global intends to develop lending activities to sovereign, corporate and banking entities in emerging markets for a range of business purposes, including for acquisition financing, working capital and investment purposes.
STAF: Price=49. Cap=34m. 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.
VLS: Price=14.65. Cap=94m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Velocys is engaged in design, development, marketing, and sale of technology for the production of synthetic fuels and specialty products.
CTEA: Price=3.32. Cap=7m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
WBI: Price=2.87. Cap=14m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SLNG: Price=67.5. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Slingsby (H C) is engaged in merchanting and distribution of a range of industrial and commercial equipment or various sectors, such as material handling and lifting, access, storage and shelving, safety and security.
COST: Price=76.6. Cap=211m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Costain Group offers solutions and services. It provides engineering and technology solutions and advisory and development, design, management, project delivery, technology integration and asset optimization and support services
ANIC: Price=6.73. Cap=22m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SRG: Price=NA. Cap=NA. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
TECH: Price=NA. Cap=NA. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
TechFinancials Inc through its subsidiaries is a software developer, supplying a trading solution to online brokers through whom its software is used by traders. It supplies software and services to brokers in the Binary Options market.
RCN: Price=110. Cap=163m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Redcentric provides information technology managed services to various industries and applications. The company's services offering includes application, collaboration, infrastructure, network, mobile and IT security 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 June 2020

#320366

Postby MrContrarian » June 22nd, 2020, 7:42 am

Smallcap Sweep. 22-Jun-20


FireAngel (FA.) gets £3.2m covid loan to tide them over.
Angle (AGL) blood donations have recommenced for FDA analytical studies and patient enrolment in its pivotal ovarian cancer study.
Integumen (SKIN) Material Transfer agreement to develop and manufacture aptamers to detect SARS-CoV-2 in wastewater.
John Menzies (MNZS) Q2 ahead of management expectations, with a recovery in flight activity anticipated to begin from early July. No FY guidance. Cost cutting extends liquidity runway to 2021.
Goodwin (GDWN) wins contract to make storage boxes to assist with nuclear waste clean-up. Expected to ramp up over a 12 month period, and is anticipated to continue for many years. Sounds a big deal for co.
MyCelx (MYX) $1.8m extension of a purchase order from SABIC for a leased water treatment system in the Middle East.
Mothercare (MTC) substantially completed transition to refocus on brand management and the design, development and sourcing of product. 2/3 of partners' global retail locations are now open. Loan talks. Cutting warehouse & HQ lease costs by downsizing.
GRC (GRC) Billings almost 20% ahead of mgmt expectations, costs lower than anticipated. Wins 3 relatively large longer term contracts worth £400k this FY.
Active Energy Group (AEG) issues convertibles to raise £800k to accelerate development and increase production at Lumberton factory to meet demand. Additional saw-log export contract signed with a new South East Asian customer.
Amigo (AMGO) high-interest lender sees substantial increase in the rate of complaints, asks AFC for even more time to process them.
Saga (SAGA) continues to expect compliance with key covenants at the next two half-yearly testing dates, although further actions may be needed to 'stay ahead' due to potential uncertain long-term impacts of covid.
Nuformix (NFX) CEO resigns, will stay to end June for handover. He is thanked.
Bonhill (BONH) CFO resigns, will remain NED for handover. He is thanked.



Notes (do not rely on the data)
FA.: Price=13.22. Cap=17m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AGL: Price=62.75. Cap=108m. 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.
SKIN: Price=1.8. Cap=19m. 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.
MNZS: Price=144. Cap=121m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Menzies (John) provides distribution and aviation support services. The company through its operating segments provide distribution of newspaper and magazine, marketing and logistics, handling of cargo and passenger services globally.
GDWN: Price=2750. Cap=202m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Goodwin is a manufacturing company serving the mechanical and refractory engineering. The company provides manufacturing and fabrication works for the oil, petrochemical, gas, LNG and water markets across international markets.
MYX: Price=47. Cap=9m. 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.
MTC: Price=8. Cap=30m. 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.
GRC: Price=25. Cap=28m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AEG: Price=0.81. Cap=10m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Active Energy Group is a supplier of an industrial wood chip for MDF (Medium-Density Fibreboard) manufacturing and second-generation Biomass for Energy fuel solutions and systems, and global forestry and natural resources development services.
AMGO: Price=9.8. Cap=47m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SAGA: Price=18.45. Cap=207m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Saga offers general insurance products, package and cruise holidays, personal finance products, domiciliary care services and monthly subscription magazine.
NFX: Price=4.33. Cap=21m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Nuformix is a pharmaceutical development company using cocrystal technology to unlock the therapeutic potential of approved drugs with lead programmes in oncology supportive care and fibrosis.
BONH: Price=7.8. Cap=8m. 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
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Re: MrC's Smallcap Sweeps for June 2020

#320632

Postby MrContrarian » June 23rd, 2020, 7:53 am

Smallcap Sweep. 23-Jun-20
Top GEAR

Fox Marble (FOX) wins €600k contract for delivery in 2021.
Frontier IP (FIPP) posrtfolio holding The Vaccine Group has 2 covid vaccine candidates succeed in vitro.
AFC Energy (AFC) some progress with its AlkaMem anion exchange membrane for fuel cells.
TP Group (TPG) wins initial contract worth £0.3m to develop Artificial Intelligence tools for use in the oil and gas industry.
SIMEC Atlantis Energy (SAE) successful completion of industrial-scale combustion testing of the waste derived fuel pellets to be used at the Uskmouth Conversion Project. "The test conclusively proves that a pulverised fuel burner based on MHPS's DS Ultra Low NOx burner can be used to stably combust the waste derived fuel unsupported (i.e. without any oil or gas support firing)."
Clear Leisure (CLP) settlement agreement has been reached with the Mediapolis Receiver regarding the transfer of the Mediapolis auction funds from the Receiver. €1.7m.
Intu (INTU) staring into the abyss. Still no areement with creditors ahead of the revolving credit facility covenant waiver deadline of 26 June. Has appointed KPMG to contingency plan for administration.
Trackwise Designs (TWD) FY(Dec) looks in line with Dec's trading stmt. Current trading - vague. Are all their computers on furlough?
Velocity Composites (VEL) H1 in line. "Velocity is resetting its cost structure." Ugh.
Pressure Technologies (PRES) H1(Mar) rev down 4%. Chesterfield Special Cylinders in line but Precision Machined Components (PMC) Q2 weak and and gross margin reduced to 25% (31%). PMC order intake in H2 lower than run rate, but "encouraged by recent levels of enquiry."
1Pm (OPM) FY(May) trading 'satisfactory'. Rev down 8%. Pretax £3.0m (£8.1m) after a 'one-off' increase in the bad debt provision of £2.1m. No material increase in bad debt write-offs at YE but increased bad debt provision as 'a prudent governance measure'. Gets £3.1m 5 year loan from its bank. New and/or reallocated existing facilities of £6.3m to lend to UK SMEs in the form of CBILS loans and leases.
Gama Aviation (GMAA) FY19 results expected July. Inc bad debt of $2.5-$3m. $1m inventory write-off. Errors found in 2018 inventory and receivables: $1.2m reduction to restated 2018 EBIT. Covid impact: US maintenance activity stabilised at c. 50% of budgeted level in April, increased slightly since. Special mission contract activity continued broadly as budgeted for UK government customers but charter sales continue to be heavily impacted. In the ME pressure on aircraft management charges and the lack of charter sales have been mitigated by cost reduction measures. Asia business has had to reduce pricing. $29m undrawn credit available.
Gear4Music (G4M) FY(Mar) rev up 9%, pretax £3.1m (-£0.6m), ahead of mgmt exp. Exceptionally strong trading in April and May.



Notes (do not rely on the data)
FOX: Price=1.8. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Fox Marble Holdings plc is a dimension stone company focused on the extraction and processing of dimensional stone from quarries in Kosovo and South-East Europe.
FIPP: Price=61.89. Cap=31m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Frontier IP Group is engaged in the commercialization of intellectual property (IP) through providing advisory services and access to capital to universities and businesses, in order to accelerate growth.
AFC: Price=20.5. Cap=98m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AFC Energy develops alkaline fuel cell technology using hydrogen to produce electricity. It provides alkaline fuel cell technology in an industrial application and the technology to provide electricity in the United Kingdom.
TPG: Price=7.7. Cap=60m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
TP Group is an engineering and support services company providing solutions for critical applications to Aerospace & Defense, and Energy & Process industries.
SAE: Price=11. Cap=47m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
CLP: Price=0.21. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Clear Leisure is an investment company. Its activity includes creating a portfolio of companies within the leisure, entertainment, interactive media and financial services sectors.
INTU: Price=5.03. Cap=68m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Intu Properties is a real estate investment trust. The company owns and manages retail properties. The company’s portfolio includes shopping centres across the United Kingdom and Spain.
TWD: Price=91.4. Cap=20m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
VEL: Price=14.49. Cap=5m. 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.
PRES: Price=94.86. Cap=18m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Pressure Technologies is a designer and manufacturer of high pressure systems serving the energy, defense and industrial gases markets.
OPM: Price=22.02. Cap=20m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
1pm is a provider of financial services. Its offering includes lease finance, hire purchases and business loans.
GMAA: Price=42. Cap=27m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Gama Aviation plc is operational in United Kingdom’s aviation industry. Its service offering includes air and ground aviation support services such as fleet management, logistics, aircraft maintenance and handling airport infrastructure.
G4M: Price=320. Cap=67m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Gear4music (Holdings) is engaged in the online retailing of musical instruments and equipment. The company sells its own-brand musical instruments and music equipment alongside with other brands.

* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
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Re: MrC's Smallcap Sweeps for June 2020

#320942

Postby MrContrarian » June 24th, 2020, 7:48 am

Smallcap Sweep. 24-Jun-20
LOOP whoop & 15 others

Be Heard (BHRD) recommended offer of 0.5p, a 18% premium. Holders lost only 90% over 5 years.
Avon Rubber (AVON) wins 5 year US DoD order for masks worth initial maximum $50m.
Argo Blockchain (ARB) adds more miners to increase capacity by 75%.
Allergy Therapeutics (AGY) guides FY(June) rev up 4% and profit significantly above market expectations due to cost cuts and slowed R&D.
Scancell (SCLP) research paper shows potential of Modi-1 for hard to treat cancers. "These data further validate the unique mode of action, and long-term protection, of citrullinated Moditope® peptides and their potential as novel immunotherapies for hard to treat cancers, particularly when conjugated with the AMPLIVANT adjuvant to boost the overall immune response."
Avacta (AVCT) the first Affimer-based rapid test strips to detect covid show positive initial performance data. Work continues now to refine the test strip design, optimise its performance.
Wetherspoon (JDW) to protect customers from covid when its pubs reopen with Brexit beer mats impregnate with Tim Martin's ravings.
LoopUp (LOOP) guides FY20 revenue, EBITDA and cashflow above mkt expectations.
Tavistock (TAVI) recent 2 months ahead of the Board's expectations. "The performance of the ACUMEN Protection Portfolios has been exceptional."
Futura Medical (FUM) has not experienced any delays with its chosen EU Notified Body as a result of the introduction of the new European Medical device regulation nor covid.
Escape Hunt (ESC) has launched remote versions of its most popular 5* rated escape room experiences Doctor Who: Worlds Collide and The Fourth Samurai. Using Zoom players will take control of a real-life expert games master. Pay per hour. Might work I suppose. May be scope for wind-ups: "Take your trousers off, stand on your head and whistle dixie" etc.
IXICO (IXI) covid impact modest, guides FY(Sept) rev at least £9.1m and EBITDA £0.9m.
Aukett Swanke Group (AUK) H1(March) pretax £136k (-£371k). UK had little covid impact but in ME a more significant impact particularly in cash recoveries.
Wynnstay Group (WYN) H1(Apr) 'resilient' with rev down 13% due to commodity price deflation but EPS up 3%. Co expects trading backdrop to remain under pressure for the remainder of the year.
Brooks Macdonald Grp (BRK) buys Lloyds' Channel Islands wealth management and funds business for up to £9.63m including £2.5m of regulatory capital. Completes in 20Q4 and will have strong earnings accretion.

In line: TRB

Notes (do not rely on the data)
BHRD: Price=0.38. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Be Heard Group is a digital marketing group operating at the intersection of marketing, technology, and e-commerce.
AVON: Price=3220. Cap=999m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Avon Rubber is engaged in protection and defence, material consultancy, fabrications and dairy industry. The group operates through the Protection and Defence and Dairy segments.
ARB: Price=4.22. Cap=12m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
AGY: Price=11.75. Cap=75m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Allergy Therapeutics is a pharmaceutical products company. It develops therapies for allergy based diseases, having its primary market in Germany.
SCLP: Price=5.9. Cap=27m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Scancell Holdings is a biopharmaceutical company focused on the cancer therapeutics market. The company's principal activity consists of the discovery and development of monoclonal antibodies and vaccines for the treatment of cancer.
AVCT: Price=141. Cap=332m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Avacta Group is a United Kingdom based company, which caters to the healthcare sector. It develops medical diagnostic products such as reagents and arrays which are helpful in drug discovery.
JDW: Price=1125. Cap=1354m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Wetherspoon (J D) owns and operates pubs and hotels in United Kingdom and Ireland. It offers food and drinks to its customers.
LOOP: Price=126.5. Cap=70m. 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.
TAVI: Price=1.3. Cap=9m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tavistock Investments is engaged in the provision of support services to a network of independent financial advisories (IFAs) and the provision of investment management services.
FUM: Price=18.08. Cap=44m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Futura Medical is a UK based drug manufacturer. Its business is to manufacture pharmaceutical products mainly for the treatment of erectile dysfunction and a measure against pain relief.
ESC: Price=8.39. Cap=2m. 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.
IXI: Price=65. Cap=31m. 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.
AUK: Price=1.85. Cap=3m. 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.
WYN: Price=247.5. Cap=50m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Wynnstay Group plc produces and supplies agricultural products. Its offers animal feeds, seeds and agricultural equipment to the farming community in the United Kingdom.
BRK: Price=1705. Cap=275m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Brooks Macdonald Group provides investment management services, handles offshore fund management and administration services, and acts as a fund manager to regulated Open-Ended Investment 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

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Re: MrC's Smallcap Sweeps for June 2020

#321281

Postby MrContrarian » June 25th, 2020, 8:59 am

Smallcap Sweep. 25-Jun-20
Monster report

Transense Technologies (TRT) sells iTrack operating business to Bridgestone for $1m. Grants it a 10 year license. Leaves 2 businesses. Trading in line, don't expect covid hit.
Kape Technologies (KAPE) launches Intego's endpoint security solution for Windows. It's already on Mac. Also launches privacy browser extension for Chrome, Firefox, and Edge. Doesn't say how that it monetised.
OTAQ (OTAQ) new name for Hertsford Capital.
Victoria (VCP) every geography has exceeded management expectations following the re-start of operations. Last 3 weeks rev 85% of management's pre-Covid-19 budget. £200m cash and undrawn credit.
Maestrano (MNO) selected for a fully funded trial of its automated rail corridor gauging technology for Network Rail. Gauging is mapping the clear gap at the side of tracks. I didn't know that.
Velocys (VLS) £20m 2x oversubscribed placing at 5p, a 563% discount. It ran an ABB last night at 5 to 7p, so why accept the min price of demand was good? £1m OO for holders.
Spectra Systems (SPSY) bought back 225k at 122.5p. SP rose 6p to this level yesterday.
Property Franchise Group (TPFG) AGM stmt. - No noticeable impact on rent arrears fro covid. Co remained cash generative. May start divs but looking for acquisitions.
Tandem (TND) AGM stmt. Rev in last 25 weeks up 7%. Cycles c. 72% ahead but now a shortage of supply. "As the Company has been unable to meet with shareholders at the AGM we will be holding an investor day in Sept." Co refused to stream or videoconference AGM, claiming it was impractical. BS.
Wilmington (WIL) FY rev and profits will be towards the top end of prev guided ranges. Co would remain within existing facility limits albeit with limited headroom in October under the most pessimistic scenarios. Banks play ball on covenants and extra facility.
NAHL Group (NAH) AGM stmt - trading broadly in line with mgmt early scenario planning. Personal Injury and Residential Property still at only half of pre-covid. Co does not anticipate the need for further bank funding.
Eden Research (EDEN) granted two important patents in USA.
Cenkos (CKNBS) AGM stmt - rev up in first 5 months, cost bas significantly lower with main benefit in H2.
United Carpets (UCG) negotiating covid loan to have sufficient liquidity to meet its requirements. Extends FY from Mar to Sept.
Norcros (NXR) FY(Mar) U/L EPS down 11% on rev up 5%. Div slashed to 3.1p (8.4p). Current trading is gathering momentum and ahead of our COVID-19 operating scenario.
N Brown (BWNG) FY(Feb) bad as expected. Net debt £497m up 6% but fallento £448m in June improving liquidity headroom to £148.4m. Closed my short.
Westminster Group (WSG) AGM stmt - container screening operations in Ghana have been largely unaffected by covid. Follwing a trial Menzies Aviation is confident it can now offer Westminster solution to their global clients. Upbeat.
Northbridge Industrial Services (NBI) AGM stmt - guides H1 similar to prev H2. EBITDA-ttm (ex IFRS16) to Apr to £7.4m (£5.7m).
Sumo (SUMO) AGM stmt - recent trading comfortably in line with market expectations.
Next Fifteen Communications (NFC) guides modest H1 rev and profit growth. Overall trading remains consistent with last update.
nmcn (NMCN) AGM stmt. Apr-May workload over 75% of pre-covid expectations and continues to trade profitably.
Non Standard Finance (NSF) FY(Dec). Recent loan book level down 9%. Has slowly restarted lending. Expect that any tightening of credit by mainstream lenders will result in increased levels of demand for non-standard finance. Material uncertainty going concern stmt, negotiations with the lender have been positive and temporary relief has been provided until 29 June.



Notes (do not rely on the data)
TRT: Price=75. Cap=12m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Transense Technologies develops non-contact batteryless sensors and their electronic interrogation systems for automotive and industrial applications. The firm with its subsidiary also provides tyre management solutions for the truck and OTR markets.
KAPE: Price=200. Cap=309m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
OTAQ: Price=59.5. Cap=18m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
VCP: Price=238. Cap=298m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Victoria manufacturers flooring products in the UK. Its products comprise of wool and synthetic broadloom carpets, carpet tiles, underlay and flooring accessories.
MNO: Price=3.62. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
VLS: Price=7.66. Cap=49m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Velocys is engaged in design, development, marketing, and sale of technology for the production of synthetic fuels and specialty products.
SPSY: Price=124. Cap=57m. 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.
TPFG: Price=178. Cap=46m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
The Property Franchise Group is the holding company for approximately four master franchises operating five established lettings and estate agency brands and a, new generation, hybrid agent.
TND: Price=286. Cap=14m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Tandem Group is a designer, developer, distributor and retailer of sports, leisure and mobility products. The company’s products include bicycles and accessories, fishing, football training, garden and camping, and Homewares and household appliances.
WIL: Price=138. Cap=121m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Wilmington is an information services provider offering education and networking capabilities to its clients. Key focus areas include Risk & Compliance, Finance, Legal and Insight.
NAH: Price=40.3. Cap=19m. 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.
EDEN: Price=8.43. Cap=32m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Eden Research is a UK based company engaged in the development and marketing of intellectual property, particularly in terpenes and other health related projects. It operates through Biocides, Human health, and Agrochemical segments.
CKNBS: Price=NA. Cap=NA. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
UCG: Price=3.44. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
United Carpets Group is a carpet and bed retailer in the UK. The company sells floor covering such as carpet, laminate and vinyl floorings. It also provides franchising and property leasing services to its customers.
NXR: Price=164. Cap=132m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Norcros along with its subsidiaries is engaged in developing, manufacturing and marketing of home consumer products. The company offers showers, taps, bathroom accessories, tiles and adhesives in the United Kingdom and South Africa.
BWNG: Price=37.25. Cap=106m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Brown (N) Group is a direct home shopping retailing company. It offers clothing, household, footwear and electrical goods. It also provides financial services to its customers, which include flexible credit plans.
WSG: Price=10.02. Cap=16m. 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.
NBI: Price=84. Cap=23m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Northbridge Industrial Services is engaged in hiring & selling specialist industrial equipment to a non-cyclical customer base. The Company operates in two segments namely Crestchic loadbanks and transformers and Tasman oil tools and loadcells.
SUMO: Price=195. Cap=296m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Sumo Group is an independent developers of AAA-rated video games providing both turnkey and co-development solutions, including initial concept and pre-production, production and development, and post-release support.
NFC: Price=398. Cap=358m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Next Fifteen Communications Group is a digital marketing company in the United Kingdom. It provides digital content, marketing, PR, consumer, technology, marketing software and market research services across the globe.

* 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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