Forgot to start new thread for Dec yesterday, so reproduce 1-Dec Sweep here:
Smallcap Sweep. 01-Dec-16
Interquest Group (ITQ) warns on FY. "Following a period of underperformance in the Company's London based digital division of ECOM it has been necessary to restructure the division and revise the sectors the business focuses on. This change is to counter lower than expected volume of work from the agency sector." Also lower demand in the public sector and a small number of large value placements delayed into 2017.
Character Group (CCT) FY adj eps op 23%. Div up 36% to 15p. Mitigating input costs due to weak £ and expansion of exports maintains current gross profit margin levels. Stretch Armstrong relaunched (but is he reimagined?) with initial sales exceeding expectation.
Inland Homes (INL) AGM stmt. Planning consent for 239 units at the JV in High Wycombe. Working on a number of initiatives to offer 'even lower cost housing' (???) in the South East. Look forward to those bijoux cardboard boxes at Railway Arches.
Mobile Streams (MOS) placement at 4p and OO via PrimaryBid. 50% discount and ~100% dilution. Nasty.
Thalassa Holdings (THAL) Duncan Soukup gives up attempt to pack board of Local Shopping REIT (LSR) as instos support LSR.
Notes (do not rely on the data)
ITQ: Price=30. Cap=11m. F/C for current FY*: EPS=8.53, Prospective PE=3.5, Revenue=159.00m.
InterQuest Group is an IT recruitment company providing contract and permanent services within UK, Europe and Singapore. The Company's divisions cover industries such as Public Sector, SAP, Oracle, CRM Testing, Banking, and Insurance, among others.
CCT: Price=460.75. Cap=100m. F/C for current FY*: EPS=46.23, Prospective PE=10.0, Revenue=NA.
Character Group (The) is engaged in the design, development and international distribution of toys, games and giftware. The Company operates in the United Kingdom and the Far East.
INL: Price=60.9. Cap=122m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Inland Homes is a developer of urban regeneration projects around southern England. It is engaged in acquiring residential and mixed use sites and seeking planning consent for development.
MOS: Price=4.72. Cap=2m. 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.
THAL: Price=42.5. Cap=9m. F/C for current FY*: EPS=0.23, Prospective PE=184.8, Revenue=NA.
Thalassa Holdings operates in the energy services industry, focusing on marine geophysical services. The Company's operating segment is operations from geophysical project management, services and the supply of equipment.
* 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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MrC's Smallcap Sweeps for Dec 2016
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MrContrarian
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Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 02-Dec-16
Slack Friday.
Arcontech Group (ARC) feels the need to RNS contracts worth £115k PA. Well that is 8% of T/O. Lost money last 5y. F/C 4/3p this yr though!
Indigovision Group (IND) FY tradng: "expects to report a profitable outcome for the year to 31 December 2016 as a whole. This would represent a substantial improvement over the 2015 full year operating loss of $0.7m." F/C is for $2m pretax and EPS 26.5c. Sounds like they won't hit F/C or they'd have said in-line.
In fact N+1 Singer have slashed F/C. "We have reduced FY16 PBT from $2.0m to $0.3m but would note that the balance sheet remains very strong with net cash of c.$4.5m expected at the year end.
Notes (do not rely on the data)
ARC: Price=38. Cap=5m. F/C for current FY*: EPS=3.2, Prospective PE=11.9, Revenue=2.10m.
Arcontech Group along with its subsidiaries is engaged in the development and sale of proprietary software and provision of computer consultancy services.
IND: Price=153.3. Cap=12m. F/C for current FY*: EPS=19.01, Prospective PE=8.1, Revenue=40.27m.
IndigoVision Group along with its subsidiaries designs and manufactures video security systems for large scale and complex security installations.
* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.
RNSs
http://www.investegate.co.uk/index.aspx?limit=-1
@MrContrarian
read it first on Twitter
Slack Friday.
Arcontech Group (ARC) feels the need to RNS contracts worth £115k PA. Well that is 8% of T/O. Lost money last 5y. F/C 4/3p this yr though!
Indigovision Group (IND) FY tradng: "expects to report a profitable outcome for the year to 31 December 2016 as a whole. This would represent a substantial improvement over the 2015 full year operating loss of $0.7m." F/C is for $2m pretax and EPS 26.5c. Sounds like they won't hit F/C or they'd have said in-line.
In fact N+1 Singer have slashed F/C. "We have reduced FY16 PBT from $2.0m to $0.3m but would note that the balance sheet remains very strong with net cash of c.$4.5m expected at the year end.
Notes (do not rely on the data)
ARC: Price=38. Cap=5m. F/C for current FY*: EPS=3.2, Prospective PE=11.9, Revenue=2.10m.
Arcontech Group along with its subsidiaries is engaged in the development and sale of proprietary software and provision of computer consultancy services.
IND: Price=153.3. Cap=12m. F/C for current FY*: EPS=19.01, Prospective PE=8.1, Revenue=40.27m.
IndigoVision Group along with its subsidiaries designs and manufactures video security systems for large scale and complex security installations.
* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.
RNSs
http://www.investegate.co.uk/index.aspx?limit=-1
@MrContrarian
read it first on Twitter
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MrContrarian
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Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 05-Dec-16
Mirada (MIRA) Exp pretax substantially lower than current market expectations due to Televisa increasing quality assurance process on deploying new cities to avoid disruptions in their network. However they see jam at the end of the digital rainbow: " based on current indications, new business wins should more than compensate for the slowdown in the Televisa rollout over the medium to longer term." I'm long.
Oneview Group (ONEV) H1 rev down 75%, warns. Cash tight.
Plastics Capital (PLA) H1 in line. Outlook "We have seen a healthy improvement in our order books over the autumn period and anticipate improved financial performance in the second half due to the seasonality that now applies to the Group. We also expect the pipeline of new business in our bearings business will enter into production at a more rapid rate than we have experienced in the recent past."
Cambian Group (CMBN) to selli ts adult services business for £377m = 2.9x rev and 15.6x adj EBITDA. Will clear debt and return £40m to holders. Needs vote.
MBL Group (MUBL) For the first time in 1000 years, H1 beat mgmt exp but still a loss. Both trading businesses, which are profitable, up for sale. One NED in, one out.
Westminster Group (WSG) Accident prone securitu and ferry co is ready to commence its ferry service in Sierra Leone, West Africa. Who wants to fly out for the maiden voyage?
Purplebricks Group (PURP) H rev up 159%, pretax -£2.8m (-£6.4m). "H2 has started well taking into account the headwinds in the sector, with our performance and growth trajectory largely unaffected." In line. A "seismic shift that is underway in the estate agency market." I'm short. 'Local Property Expert; incentives all wrong IMO.
21st Century Technology (C21) £1m contract from a "large Antipodean bus operator". How old fashioned.
Notes (do not rely on the data)
MIRA: Price=2.7. Cap=4m. F/C for current FY*: EPS=-0.1, Prospective PE=-27.0, Revenue=7.42m.
Mirada is an audiovisual interaction technology company. It creates products and manages services that enable consumers to interact with and access audiovisual digital content on television, companion devices and online.
ONEV: Price=3.7. Cap=14m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
OneView Group develops a range of cloud-based software products for use in retail estates. It provides cloud based digital store platform and its accompanying POS, centralised promotions and enterprise inventory management products.
PLA: Price=118.63. Cap=42m. F/C for current FY*: EPS=12.02, Prospective PE=9.9, Revenue=NA.
Plastics Capital along with its subsidiaries is engaged in the manufacture of plastic products focused on proprietary products for niche markets exporting to countries worldwide.
CMBN: Price=147. Cap=271m. F/C for current FY*: EPS=3.54, Prospective PE=41.5, Revenue=323.27m.
Cambian Group along with its subsidiaries provides specialist behavioural health services to adults and children in the United Kingdom. It provides adult & children health services.
MUBL: Price=16.87. Cap=3m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
MBL Group is engaged in the sale of home entertainment products to specialist independent and internet retailers. Its business segments comprise of home entertainment and garden and leisure.
WSG: Price=20.33. Cap=18m. 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.
PURP: Price=105.25. Cap=260m. F/C for current FY*: EPS=-1.15, Prospective PE=-91.5, Revenue=NA.
Purplebricks Group is an estate agency engaged in lettings business driven by a combination of professional local property experts, technology and customer facing software.
C21: Price=2.81. Cap=3m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
21st Century Technology is engaged in public transport monitoring systems. Its activities include supply and installation of CCTV, black-box and other monitoring system for public transport vehicles.
* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.
RNSs
http://www.investegate.co.uk/index.aspx?limit=-1
@MrContrarian
read it first on Twitter
Mirada (MIRA) Exp pretax substantially lower than current market expectations due to Televisa increasing quality assurance process on deploying new cities to avoid disruptions in their network. However they see jam at the end of the digital rainbow: " based on current indications, new business wins should more than compensate for the slowdown in the Televisa rollout over the medium to longer term." I'm long.
Oneview Group (ONEV) H1 rev down 75%, warns. Cash tight.
Plastics Capital (PLA) H1 in line. Outlook "We have seen a healthy improvement in our order books over the autumn period and anticipate improved financial performance in the second half due to the seasonality that now applies to the Group. We also expect the pipeline of new business in our bearings business will enter into production at a more rapid rate than we have experienced in the recent past."
Cambian Group (CMBN) to selli ts adult services business for £377m = 2.9x rev and 15.6x adj EBITDA. Will clear debt and return £40m to holders. Needs vote.
MBL Group (MUBL) For the first time in 1000 years, H1 beat mgmt exp but still a loss. Both trading businesses, which are profitable, up for sale. One NED in, one out.
Westminster Group (WSG) Accident prone securitu and ferry co is ready to commence its ferry service in Sierra Leone, West Africa. Who wants to fly out for the maiden voyage?
Purplebricks Group (PURP) H rev up 159%, pretax -£2.8m (-£6.4m). "H2 has started well taking into account the headwinds in the sector, with our performance and growth trajectory largely unaffected." In line. A "seismic shift that is underway in the estate agency market." I'm short. 'Local Property Expert; incentives all wrong IMO.
21st Century Technology (C21) £1m contract from a "large Antipodean bus operator". How old fashioned.
Notes (do not rely on the data)
MIRA: Price=2.7. Cap=4m. F/C for current FY*: EPS=-0.1, Prospective PE=-27.0, Revenue=7.42m.
Mirada is an audiovisual interaction technology company. It creates products and manages services that enable consumers to interact with and access audiovisual digital content on television, companion devices and online.
ONEV: Price=3.7. Cap=14m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
OneView Group develops a range of cloud-based software products for use in retail estates. It provides cloud based digital store platform and its accompanying POS, centralised promotions and enterprise inventory management products.
PLA: Price=118.63. Cap=42m. F/C for current FY*: EPS=12.02, Prospective PE=9.9, Revenue=NA.
Plastics Capital along with its subsidiaries is engaged in the manufacture of plastic products focused on proprietary products for niche markets exporting to countries worldwide.
CMBN: Price=147. Cap=271m. F/C for current FY*: EPS=3.54, Prospective PE=41.5, Revenue=323.27m.
Cambian Group along with its subsidiaries provides specialist behavioural health services to adults and children in the United Kingdom. It provides adult & children health services.
MUBL: Price=16.87. Cap=3m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
MBL Group is engaged in the sale of home entertainment products to specialist independent and internet retailers. Its business segments comprise of home entertainment and garden and leisure.
WSG: Price=20.33. Cap=18m. 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.
PURP: Price=105.25. Cap=260m. F/C for current FY*: EPS=-1.15, Prospective PE=-91.5, Revenue=NA.
Purplebricks Group is an estate agency engaged in lettings business driven by a combination of professional local property experts, technology and customer facing software.
C21: Price=2.81. Cap=3m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
21st Century Technology is engaged in public transport monitoring systems. Its activities include supply and installation of CCTV, black-box and other monitoring system for public transport vehicles.
* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.
RNSs
http://www.investegate.co.uk/index.aspx?limit=-1
@MrContrarian
read it first on Twitter
-
MrContrarian
- Lemon Quarter
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- Joined: November 4th, 2016, 2:45 pm
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Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 06-Dec-16
Real Good Food returns to form and it's not sweet.
Dialight (DIA) trading. "Following a good November performance and looking forward to the prospects for December, the Group is now targeting an underlying EBIT (including FX) for the year ending 31 December 2016 materially ahead of expectations." Closed my short on this, thought they'd miss.
Porvair (PRV) exp FY beat. Weak £ no benefit yet due to hedging.
600 Group (SIXH) H1 flat but order book risen to 30% above prior year and new quotation activity remains high.
Sareum Holdings (SAR) following Sept's licensing deal, they are handing some of the profits to the board in case they are tempted to bugger off for more money. Will have vote to approve - credit there,
Real Good Food (RGD) H1. Prepare for disappointment. Totte followers know the drill. "Sales trends for the key third quarter are in line with expectations to date and we anticipate significant year on year growth in EBITDA in the second half. However, we face some challenges due to the recent weakening of sterling and increased raw material prices and the timing of price recovery. This, as well as the uncertainty in commodity pricing in particular at Garrett Ingredients, means that, while we expect our year end EBITDA to be ahead of last year, there is a risk that it could fall short of current market estimates."
AB Dynamics PLC (ABDP) placing at 475p, 5% discount for the new factory, sorry 'manufacturing facility', and accelerated R&D.
Notes (do not rely on the data)
DIA: Price=757. Cap=246m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Dialight designs, manufactures and sells LED lighting fixtures for use in hazardous and industrial locations. Its lights are used on top of telephone towers, wind turbines and other tall structures, as well as traffic signals and large industrial.
PRV: Price=456.25. Cap=208m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Porvair is a filtration and environmental technology company. The Company's business segments are Metals Filtration and Microfiltration. It serves the aviation, energy and industrial process, environmental laboratories and molten metals markets.
SIXH: Price=9.4. Cap=10m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
600 Group (The) is engaged in designing and distribution of machine tools, and the design, manufacture and distribution of precision engineered components and laser marking systems.
SAR: Price=0.79. Cap=21m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Sareum Holdings is a specialist drug discovery and development company. The Company is engaged in the discovery and development of new therapeutic drugs by a combination of skills in biology, computational chemistry and medicinal chemistry.
RGD: Price=37.02. Cap=26m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Real Good Food is engaged in the sourcing, manufacturing and distribution of food to the retail and industrial sectors. Its products include sugar, baking ingredients, jams and sweet bakery products and among others.
ABDP: Price=492. Cap=88m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
AB Dynamics is engaged in designing and manufacturing test equipment for vehicle suspension, steering, noise and vibration. It also offers services including analysis, design, prototype manufacture, testing and development.
* 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
Real Good Food returns to form and it's not sweet.
Dialight (DIA) trading. "Following a good November performance and looking forward to the prospects for December, the Group is now targeting an underlying EBIT (including FX) for the year ending 31 December 2016 materially ahead of expectations." Closed my short on this, thought they'd miss.
Porvair (PRV) exp FY beat. Weak £ no benefit yet due to hedging.
600 Group (SIXH) H1 flat but order book risen to 30% above prior year and new quotation activity remains high.
Sareum Holdings (SAR) following Sept's licensing deal, they are handing some of the profits to the board in case they are tempted to bugger off for more money. Will have vote to approve - credit there,
Real Good Food (RGD) H1. Prepare for disappointment. Totte followers know the drill. "Sales trends for the key third quarter are in line with expectations to date and we anticipate significant year on year growth in EBITDA in the second half. However, we face some challenges due to the recent weakening of sterling and increased raw material prices and the timing of price recovery. This, as well as the uncertainty in commodity pricing in particular at Garrett Ingredients, means that, while we expect our year end EBITDA to be ahead of last year, there is a risk that it could fall short of current market estimates."
AB Dynamics PLC (ABDP) placing at 475p, 5% discount for the new factory, sorry 'manufacturing facility', and accelerated R&D.
Notes (do not rely on the data)
DIA: Price=757. Cap=246m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Dialight designs, manufactures and sells LED lighting fixtures for use in hazardous and industrial locations. Its lights are used on top of telephone towers, wind turbines and other tall structures, as well as traffic signals and large industrial.
PRV: Price=456.25. Cap=208m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Porvair is a filtration and environmental technology company. The Company's business segments are Metals Filtration and Microfiltration. It serves the aviation, energy and industrial process, environmental laboratories and molten metals markets.
SIXH: Price=9.4. Cap=10m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
600 Group (The) is engaged in designing and distribution of machine tools, and the design, manufacture and distribution of precision engineered components and laser marking systems.
SAR: Price=0.79. Cap=21m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Sareum Holdings is a specialist drug discovery and development company. The Company is engaged in the discovery and development of new therapeutic drugs by a combination of skills in biology, computational chemistry and medicinal chemistry.
RGD: Price=37.02. Cap=26m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Real Good Food is engaged in the sourcing, manufacturing and distribution of food to the retail and industrial sectors. Its products include sugar, baking ingredients, jams and sweet bakery products and among others.
ABDP: Price=492. Cap=88m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
AB Dynamics is engaged in designing and manufacturing test equipment for vehicle suspension, steering, noise and vibration. It also offers services including analysis, design, prototype manufacture, testing and development.
* 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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MrContrarian
- Lemon Quarter
- Posts: 1778
- Joined: November 4th, 2016, 2:45 pm
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Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 07-Dec-16
Redhall Group (RHL) FY adj operating profit of £0.9m (2015: loss of £0.7m), slightly ahead of market expectations. Still lost 0.83p/sh (24.57p)
John Lewis Of Hungerford (JLH) FY loss £200k before restructuring costs of £200k. Only good bits are order book flat despite chopping two outlets and new chmn to conduct thorough review of why they are so [expletive deleted] (I'm paraphrasing).
Centralnic Group (CNIC) : "Chinese Government Approves xyz". I had no idea that China was making do without the last 3 letters of the Roman alphabet.
Notes (do not rely on the data)
RHL: Price=9.27. Cap=18m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=44.70m.
Redhall Group provides niche engineering support services. It services includes industrial processes, project management, designing, manufacturing and installation of bespoke specialist plant and equipment.
JLH: Price=1.01. Cap=2m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
John Lewis of Hungerford designs, manufactures, and retails kitchens, furniture and wall paneling. Its core product line is the Artisan range of kitchens and furniture.
CNIC: Price=46.65. Cap=45m. F/C for current FY*: EPS=3.44, Prospective PE=13.6, Revenue=NA.
CentralNic Group provides registry, registrar & enterprise services & strategic consultancy for new Top Level Domains (TLDs), Country Code TLD's (ccTLDs) & Second-Level Domains (SLDs) and it is the owner & registrant for a portfolio of domain names.
* 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
Redhall Group (RHL) FY adj operating profit of £0.9m (2015: loss of £0.7m), slightly ahead of market expectations. Still lost 0.83p/sh (24.57p)
John Lewis Of Hungerford (JLH) FY loss £200k before restructuring costs of £200k. Only good bits are order book flat despite chopping two outlets and new chmn to conduct thorough review of why they are so [expletive deleted] (I'm paraphrasing).
Centralnic Group (CNIC) : "Chinese Government Approves xyz". I had no idea that China was making do without the last 3 letters of the Roman alphabet.
Notes (do not rely on the data)
RHL: Price=9.27. Cap=18m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=44.70m.
Redhall Group provides niche engineering support services. It services includes industrial processes, project management, designing, manufacturing and installation of bespoke specialist plant and equipment.
JLH: Price=1.01. Cap=2m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
John Lewis of Hungerford designs, manufactures, and retails kitchens, furniture and wall paneling. Its core product line is the Artisan range of kitchens and furniture.
CNIC: Price=46.65. Cap=45m. F/C for current FY*: EPS=3.44, Prospective PE=13.6, Revenue=NA.
CentralNic Group provides registry, registrar & enterprise services & strategic consultancy for new Top Level Domains (TLDs), Country Code TLD's (ccTLDs) & Second-Level Domains (SLDs) and it is the owner & registrant for a portfolio of domain names.
* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.
RNSs
http://www.investegate.co.uk/index.aspx?limit=-1
@MrContrarian
-
MrContrarian
- Lemon Quarter
- Posts: 1778
- Joined: November 4th, 2016, 2:45 pm
- Has thanked: 43 times
- Been thanked: 1611 times
Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 08-Dec-16
POS on POO.
Amino Technologies (AMO) exp slight beat against expectations raised only 2 months ago.
21st Century Technology (C21) gets £300k loan, £60k of which from directors, at 10% PA. 400,000 invoice discounting facility at 15-20% APR. What 1 year LIBOR again? Oh yes, 1.6%.
ServicePower Technologies (SVR) offer comes in at 6p. Yesterday's close 4.125p.
Plexus Holdings (POS) As is their wont, the AGM stmt is mainly an essay on the outlook for POO (price of oil).
Notes (do not rely on the data)
AMO: Price=178.25. Cap=123m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Amino Technologies and its subsidiaries provide technologies and hardware platforms that enable delivery of digital programming and interactivity over IP networks.
C21: Price=2.42. Cap=3m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
21st Century Technology is engaged in public transport monitoring systems. Its activities include supply and installation of CCTV, black-box and other monitoring system for public transport vehicles.
SVR: Price=5.43. Cap=12m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
ServicePower Technologies provides service management software, outsourcing and management of dispatch, claims and warranty processing, and the sale of GPS and mobility products.
POS: Price=66. Cap=69m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Plexus Holdings is engaged in an on-going research and development programme designed to expand and develop the range of commercial applications deriving from its proprietary POS-GRIP technology.
* 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
POS on POO.
Amino Technologies (AMO) exp slight beat against expectations raised only 2 months ago.
21st Century Technology (C21) gets £300k loan, £60k of which from directors, at 10% PA. 400,000 invoice discounting facility at 15-20% APR. What 1 year LIBOR again? Oh yes, 1.6%.
ServicePower Technologies (SVR) offer comes in at 6p. Yesterday's close 4.125p.
Plexus Holdings (POS) As is their wont, the AGM stmt is mainly an essay on the outlook for POO (price of oil).
Notes (do not rely on the data)
AMO: Price=178.25. Cap=123m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Amino Technologies and its subsidiaries provide technologies and hardware platforms that enable delivery of digital programming and interactivity over IP networks.
C21: Price=2.42. Cap=3m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
21st Century Technology is engaged in public transport monitoring systems. Its activities include supply and installation of CCTV, black-box and other monitoring system for public transport vehicles.
SVR: Price=5.43. Cap=12m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
ServicePower Technologies provides service management software, outsourcing and management of dispatch, claims and warranty processing, and the sale of GPS and mobility products.
POS: Price=66. Cap=69m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Plexus Holdings is engaged in an on-going research and development programme designed to expand and develop the range of commercial applications deriving from its proprietary POS-GRIP technology.
* 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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@MrContrarian
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MrContrarian
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Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 09-Dec-16
Bids are going bananas.
Sepura (SEPU) Offer deadline extended again to 16 Dec. I have a bad feeling on this one.
Brainjuicer Group (BJU) FY gross profit to beat exp. Why can't you tell us about real profit (pretax)?
Fyffes (FFY) Offer of €2.23 =188.3p,, 49% premium, plus 2c div.
Notes (do not rely on the data)
SEPU: Price=19.62. Cap=72m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=169.53m.
Sepura is engaged in the design, development and supply of digital radio solutions, complementary accessories, support tools and devices. Its solutions bring together radio infrastructure, terminals and data applications.
BJU: Price=525. Cap=64m. F/C for current FY*: EPS=27.47, Prospective PE=19.1, Revenue=NA.
BrainJuicer Group is a marketing and brand consultancy. The Company along with its subsidiaries provides on-line market research services and also provides advertising agency services.
FFY: Price=186.75. Cap=NA. F/C for current FY*: EPS=13.72, Prospective PE=13.6, Revenue=NA.
Fyffes is engaged in production, procurement, shipping, ripening, distribution, and marketing of fruits including bananas, pineapples, and melons.
* 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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@MrContrarian
Bids are going bananas.
Sepura (SEPU) Offer deadline extended again to 16 Dec. I have a bad feeling on this one.
Brainjuicer Group (BJU) FY gross profit to beat exp. Why can't you tell us about real profit (pretax)?
Fyffes (FFY) Offer of €2.23 =188.3p,, 49% premium, plus 2c div.
Notes (do not rely on the data)
SEPU: Price=19.62. Cap=72m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=169.53m.
Sepura is engaged in the design, development and supply of digital radio solutions, complementary accessories, support tools and devices. Its solutions bring together radio infrastructure, terminals and data applications.
BJU: Price=525. Cap=64m. F/C for current FY*: EPS=27.47, Prospective PE=19.1, Revenue=NA.
BrainJuicer Group is a marketing and brand consultancy. The Company along with its subsidiaries provides on-line market research services and also provides advertising agency services.
FFY: Price=186.75. Cap=NA. F/C for current FY*: EPS=13.72, Prospective PE=13.6, Revenue=NA.
Fyffes is engaged in production, procurement, shipping, ripening, distribution, and marketing of fruits including bananas, pineapples, and melons.
* 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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@MrContrarian
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MrContrarian
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Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 12-Dec-16
Molins (MLIN) Exp FY miss due to Q4 trading materially lower than expected. However Q4 order intake up 80%.
Hardide (HDD) Dismal FY as exp. Pretax -£1.5m (-£0.2m). "Expects growth in both aerospace and precision engineering markets and a slow return in oil and gas activity to contribute towards improved performance in 2017." 2017 F/C loss £1.3m. Will they ever make a profit?
Plutus Powergen (PPG) wins Capacity Mechanism ('CM') contracts for three 20MW sites in the UK.
Local Shopping Reit (LSR) FY NAV 43p/sh (42p). Plan to sell £20m of properties by end 2017. In early 2018 the portfolio will be marketed as a whole for a limited period. If that fails will sell them over 18 months.
Ensor (ESR) will pay H1 div of 0.60p (2015: 0.75p) as we wait for delisting and sale of 2 businesses left. Can't see the point except to reassure holders worried about delisting.
Iofina PLC (IOF) will cuts H2 prodn guidance by 15%
Notes (do not rely on the data)
MLIN: Price=47.3. Cap=10m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Molins provides specialist technology and services. The Company offers high performance instrumentation, machinery and analytical services to the FMCG, healthcare and pharmaceutical sectors, together with extensive aftermarket support.
HDD: Price=0.84. Cap=13m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Hardide is engaged in providing tungsten carbide-based coatings that increase the life of critical metal parts operating in abrasive, erosive, corrosive and chemically aggressive environments.
PPG: Price=2.52. Cap=17m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Plutus PowerGen generates power from flexible stand-by power generation farms. The Company sells power to energy supply companies during periods of peak electricity demand or grid instability.
LSR: Price=27.75. Cap=23m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Local Shopping REIT (The) is a real estate investment trust. It owns a diversified portfolio comprising local shopping assets in urban and suburban centres throughout the UK.
ESR: Price=53.5. Cap=16m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Ensor Holdings is engaged in the manufacturing and supply of specialist building materials, physical security products, packaging and waste recycling.
IOF: Price=9.23. Cap=12m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Iofina is engaged in the exploration and production of iodine with a vertical integration into the specialty chemical iodine derivatives business. The presence of iodine, water, and natural gas has been discovered on its acreages.
* 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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@MrContrarian
read it first on Twitter
Molins (MLIN) Exp FY miss due to Q4 trading materially lower than expected. However Q4 order intake up 80%.
Hardide (HDD) Dismal FY as exp. Pretax -£1.5m (-£0.2m). "Expects growth in both aerospace and precision engineering markets and a slow return in oil and gas activity to contribute towards improved performance in 2017." 2017 F/C loss £1.3m. Will they ever make a profit?
Plutus Powergen (PPG) wins Capacity Mechanism ('CM') contracts for three 20MW sites in the UK.
Local Shopping Reit (LSR) FY NAV 43p/sh (42p). Plan to sell £20m of properties by end 2017. In early 2018 the portfolio will be marketed as a whole for a limited period. If that fails will sell them over 18 months.
Ensor (ESR) will pay H1 div of 0.60p (2015: 0.75p) as we wait for delisting and sale of 2 businesses left. Can't see the point except to reassure holders worried about delisting.
Iofina PLC (IOF) will cuts H2 prodn guidance by 15%
Notes (do not rely on the data)
MLIN: Price=47.3. Cap=10m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Molins provides specialist technology and services. The Company offers high performance instrumentation, machinery and analytical services to the FMCG, healthcare and pharmaceutical sectors, together with extensive aftermarket support.
HDD: Price=0.84. Cap=13m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Hardide is engaged in providing tungsten carbide-based coatings that increase the life of critical metal parts operating in abrasive, erosive, corrosive and chemically aggressive environments.
PPG: Price=2.52. Cap=17m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Plutus PowerGen generates power from flexible stand-by power generation farms. The Company sells power to energy supply companies during periods of peak electricity demand or grid instability.
LSR: Price=27.75. Cap=23m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Local Shopping REIT (The) is a real estate investment trust. It owns a diversified portfolio comprising local shopping assets in urban and suburban centres throughout the UK.
ESR: Price=53.5. Cap=16m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Ensor Holdings is engaged in the manufacturing and supply of specialist building materials, physical security products, packaging and waste recycling.
IOF: Price=9.23. Cap=12m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Iofina is engaged in the exploration and production of iodine with a vertical integration into the specialty chemical iodine derivatives business. The presence of iodine, water, and natural gas has been discovered on its acreages.
* 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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@MrContrarian
read it first on Twitter
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MrContrarian
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Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 13-Dec-16
Another Darwin Death Spiral. It's the natural selection for starving AIM boards.
GETECH Group (GTC) AGM stmt. "Although the outlook for our core exploration market remains uncertain, feedback from customers leaves us cautiously encouraged by the market mood"
Velocys (VLS) result of its strategy review http://www.velocys.com/press/ppt/ppt_13 ... rategy.pdf 4 point plan includes 'Leverage capabilities'. I'm gong to leverage my breakfast into the lav if I read any more MBA bollx like that.
Microsaic Systems (MSYS) warns. "EBITDA and pre-tax profit for 2016 will be broadly in line with market expectations at the time of the August fundraising and an improvement over 2015...Despite progress on many fronts, the business has encountered challenging trading conditions in a particular market sector, especially in the second half of 2016, which are expected to influence our rate of growth in 2017."
Veltyco Group (VLTY) "trading in Q4 has been strong, particularly in the binary options marketing business. Given current levels of business, the Board expects the results for the year ending 31 December 2016 to be ahead of market expectations." Er, nowt to say on the proposed binary-options clampdown?
Proxama (PROX) Trading and Funding update. "expect to announce in the near term a very significant US partner relationship which should accelerate sales across that market." Sale of Digital Payments Division: "we have had to extend the sale process into 2017. The Company remains committed to the sale and we believe that it will be completed." Then the sucker punch: £1.8m issue of convertible loan notes ("Convertible Loan Notes") to Darwin Capital. You know, the Death Spiral financing chaps. Bargepole,
Chenavari Capital (CCSL) To enter wind down of assets from 1 Jan. Exp "current portfolio will be substantially realised (assuming no assets are sold or otherwise disposed of) and over 90% of the projected cash proceeds returned to investors before the end of 2020."
Seeing Machines (SEE) raising £17m at 4p. Last close 4,25p.
Notes (do not rely on the data)
GTC: Price=34.5. Cap=13m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=9.00m.
GETECH Group along with its subsidiaries provides gravity and magnetic data, services and geological studies to the petroleum and mining industries to assist in exploration activities.
VLS: Price=36.2. Cap=53m. F/C for current FY*: EPS=-11.56, Prospective PE=-3.1, Revenue=NA.
Velocys turns natural gas or biomass into premium liquid products such as diesel, jet fuel, waxes and base oils. Its technology are designed for smaller scales, combining super-active catalysts with intensified reactor systems.
MSYS: Price=3.44. Cap=7m. F/C for current FY*: EPS=-2.9, Prospective PE=-1.2, Revenue=NA.
Microsaic Systems is engaged in developing and marketing a new generation mass spectrometry (MS) instruments for the analysis of gaseous, liquid and solid samples providing solutions to enhance workflow and productivity.
VLTY: Price=38. Cap=24m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Veltyco Group is a cash generative marketing company for online gaming, lottery and binary option businesses.
PROX: Price=0.59. Cap=10m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Proxama and its subsidiary is engaged in next generation mobile marketing, loyalty and mobile wallets. Its TapPoint® platform helps businesses accelerate commerce by combining mobile brand engagement, loyalty and mobile contactless payments.
CCSL: Price=86.23. Cap=NA. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
SEE: Price=4.08. Cap=44m. F/C for current FY*: EPS=-1.25, Prospective PE=-3.3, Revenue=NA.
Seeing Machines provides operator monitoring and intervention sensing technologies and services for the automotive, mining, transport and aviation industries. It develops products to detect and manage driver fatigue and distraction.
* 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
Another Darwin Death Spiral. It's the natural selection for starving AIM boards.
GETECH Group (GTC) AGM stmt. "Although the outlook for our core exploration market remains uncertain, feedback from customers leaves us cautiously encouraged by the market mood"
Velocys (VLS) result of its strategy review http://www.velocys.com/press/ppt/ppt_13 ... rategy.pdf 4 point plan includes 'Leverage capabilities'. I'm gong to leverage my breakfast into the lav if I read any more MBA bollx like that.
Microsaic Systems (MSYS) warns. "EBITDA and pre-tax profit for 2016 will be broadly in line with market expectations at the time of the August fundraising and an improvement over 2015...Despite progress on many fronts, the business has encountered challenging trading conditions in a particular market sector, especially in the second half of 2016, which are expected to influence our rate of growth in 2017."
Veltyco Group (VLTY) "trading in Q4 has been strong, particularly in the binary options marketing business. Given current levels of business, the Board expects the results for the year ending 31 December 2016 to be ahead of market expectations." Er, nowt to say on the proposed binary-options clampdown?
Proxama (PROX) Trading and Funding update. "expect to announce in the near term a very significant US partner relationship which should accelerate sales across that market." Sale of Digital Payments Division: "we have had to extend the sale process into 2017. The Company remains committed to the sale and we believe that it will be completed." Then the sucker punch: £1.8m issue of convertible loan notes ("Convertible Loan Notes") to Darwin Capital. You know, the Death Spiral financing chaps. Bargepole,
Chenavari Capital (CCSL) To enter wind down of assets from 1 Jan. Exp "current portfolio will be substantially realised (assuming no assets are sold or otherwise disposed of) and over 90% of the projected cash proceeds returned to investors before the end of 2020."
Seeing Machines (SEE) raising £17m at 4p. Last close 4,25p.
Notes (do not rely on the data)
GTC: Price=34.5. Cap=13m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=9.00m.
GETECH Group along with its subsidiaries provides gravity and magnetic data, services and geological studies to the petroleum and mining industries to assist in exploration activities.
VLS: Price=36.2. Cap=53m. F/C for current FY*: EPS=-11.56, Prospective PE=-3.1, Revenue=NA.
Velocys turns natural gas or biomass into premium liquid products such as diesel, jet fuel, waxes and base oils. Its technology are designed for smaller scales, combining super-active catalysts with intensified reactor systems.
MSYS: Price=3.44. Cap=7m. F/C for current FY*: EPS=-2.9, Prospective PE=-1.2, Revenue=NA.
Microsaic Systems is engaged in developing and marketing a new generation mass spectrometry (MS) instruments for the analysis of gaseous, liquid and solid samples providing solutions to enhance workflow and productivity.
VLTY: Price=38. Cap=24m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Veltyco Group is a cash generative marketing company for online gaming, lottery and binary option businesses.
PROX: Price=0.59. Cap=10m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Proxama and its subsidiary is engaged in next generation mobile marketing, loyalty and mobile wallets. Its TapPoint® platform helps businesses accelerate commerce by combining mobile brand engagement, loyalty and mobile contactless payments.
CCSL: Price=86.23. Cap=NA. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
SEE: Price=4.08. Cap=44m. F/C for current FY*: EPS=-1.25, Prospective PE=-3.3, Revenue=NA.
Seeing Machines provides operator monitoring and intervention sensing technologies and services for the automotive, mining, transport and aviation industries. It develops products to detect and manage driver fatigue and distraction.
* 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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@MrContrarian
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MrContrarian
- Lemon Quarter
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Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 14-Dec-16
BOOM zoom or doom? BooHoo balloons.
IQE (IQE) exp FY beat.
Audioboom Group (BOOM) trading. FY rev to beat mkt f/c and reach £1.3m. Wow! Take that sceptics. "The rate of growth in 2016 has continued to accelerate from H1 to H2" Boom! "Due to acceleration in audience acquisition costs and higher recruitment fees to acquire USA commercial head count, the Company expects its EBITDA loss for the full year to be greater than market expectations." So they've just spent like crazy to buy sales. Baaaaaaaregpole.
Hunters Property (HUNT) exp FY trading slightly ahead of Board's expectations. "he Board confidently expects significant further network expansion during 2017 through attracting high-quality franchisees. The Board continues to review strategic acquisitions."
TP Group (TPG) exp FY EBITDA materially ahead of current market expectations.
Tungsten (TUNG) H1 pretax -£3.08m (-£12.04m). EBITDA improvement no so large: -£6.3m (-GBP8.2m). Sale of the bank exp to complete on 21 Dec. "I am very encouraged by the emerging momentum across our business" Don't say if this is in line or what.
Ilika (IKA) wins £320k of grant money to develop a power source for McLaren Applied Technologies' wireless sensing platform. Good news, big name, IoT, but why is the Govt shovelling money to connect a solar cell to a battery that Ilika is already developing?
Severfield (SFR) It's 50/50 JV wins £29m contract in India.
BooHoo (BOO) guides higher and excercises its option to acquire 66% of PrettyLittleThing for £3.3m. Leaves 34% as incentives for mgmt. Family connection, became an 'issue'.
Notes (do not rely on the data)
IQE: Price=37.75. Cap=255m. F/C for current FY*: EPS=2.7, Prospective PE=14.0, Revenue=123.83m.
IQE is engaged in designing and manufacturing of semiconductor materials. The Company's products include compound semiconductor wafers manufactured using a nano technology called Epitaxy.
BOOM: Price=2.1. Cap=13m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Audioboom Group PLC, through its subsidiaries, provides social media, 'software as a service'-based digital audio platform which allows professional and amateur content producers to create and broadcast non-musical audio content.
HUNT: Price=64.22. Cap=19m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Hunters Property operates national sales & lettings estate agency businesses in UK. The Company along with its subsidiaries is engaged in providing property services to consumers and businesses which include sales, lettings and related services.
TPG: Price=6.2. Cap=27m. 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.
TUNG: Price=54.75. Cap=69m. F/C for current FY*: EPS=-13.52, Prospective PE=-4.0, Revenue=NA.
Tungsten Corp and its subsidiaries provides e-Invoicing network that offers supply chain financing and spend analytics. It operates in three business segments: Tungsten Network, Tungsten Network Finance, and Corporate.
IKA: Price=44.07. Cap=35m. F/C for current FY*: EPS=-2.8, Prospective PE=-15.7, 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.
SFR: Price=74.86. Cap=224m. F/C for current FY*: EPS=5.14, Prospective PE=14.6, Revenue=255.40m.
Severfield is a structural steelwork fabricator. It is engaged in the design, fabrication, and erection of structural steelwork, claddings, and ancillary products. Its projects include bridges, car parks, city center & retail and residential & hotels.
BOO: Price=125.5. Cap=1410m. F/C for current FY*: EPS=1.8, Prospective PE=69.7, Revenue=NA.
boohoo.com is a pure-play online, own brand fashion retailers. The Company through its subsidiaries designs, sources, markets and sells own brand clothing, shoes and accessories through its website boohoo.com.
* 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
BOOM zoom or doom? BooHoo balloons.
IQE (IQE) exp FY beat.
Audioboom Group (BOOM) trading. FY rev to beat mkt f/c and reach £1.3m. Wow! Take that sceptics. "The rate of growth in 2016 has continued to accelerate from H1 to H2" Boom! "Due to acceleration in audience acquisition costs and higher recruitment fees to acquire USA commercial head count, the Company expects its EBITDA loss for the full year to be greater than market expectations." So they've just spent like crazy to buy sales. Baaaaaaaregpole.
Hunters Property (HUNT) exp FY trading slightly ahead of Board's expectations. "he Board confidently expects significant further network expansion during 2017 through attracting high-quality franchisees. The Board continues to review strategic acquisitions."
TP Group (TPG) exp FY EBITDA materially ahead of current market expectations.
Tungsten (TUNG) H1 pretax -£3.08m (-£12.04m). EBITDA improvement no so large: -£6.3m (-GBP8.2m). Sale of the bank exp to complete on 21 Dec. "I am very encouraged by the emerging momentum across our business" Don't say if this is in line or what.
Ilika (IKA) wins £320k of grant money to develop a power source for McLaren Applied Technologies' wireless sensing platform. Good news, big name, IoT, but why is the Govt shovelling money to connect a solar cell to a battery that Ilika is already developing?
Severfield (SFR) It's 50/50 JV wins £29m contract in India.
BooHoo (BOO) guides higher and excercises its option to acquire 66% of PrettyLittleThing for £3.3m. Leaves 34% as incentives for mgmt. Family connection, became an 'issue'.
Notes (do not rely on the data)
IQE: Price=37.75. Cap=255m. F/C for current FY*: EPS=2.7, Prospective PE=14.0, Revenue=123.83m.
IQE is engaged in designing and manufacturing of semiconductor materials. The Company's products include compound semiconductor wafers manufactured using a nano technology called Epitaxy.
BOOM: Price=2.1. Cap=13m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Audioboom Group PLC, through its subsidiaries, provides social media, 'software as a service'-based digital audio platform which allows professional and amateur content producers to create and broadcast non-musical audio content.
HUNT: Price=64.22. Cap=19m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Hunters Property operates national sales & lettings estate agency businesses in UK. The Company along with its subsidiaries is engaged in providing property services to consumers and businesses which include sales, lettings and related services.
TPG: Price=6.2. Cap=27m. 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.
TUNG: Price=54.75. Cap=69m. F/C for current FY*: EPS=-13.52, Prospective PE=-4.0, Revenue=NA.
Tungsten Corp and its subsidiaries provides e-Invoicing network that offers supply chain financing and spend analytics. It operates in three business segments: Tungsten Network, Tungsten Network Finance, and Corporate.
IKA: Price=44.07. Cap=35m. F/C for current FY*: EPS=-2.8, Prospective PE=-15.7, 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.
SFR: Price=74.86. Cap=224m. F/C for current FY*: EPS=5.14, Prospective PE=14.6, Revenue=255.40m.
Severfield is a structural steelwork fabricator. It is engaged in the design, fabrication, and erection of structural steelwork, claddings, and ancillary products. Its projects include bridges, car parks, city center & retail and residential & hotels.
BOO: Price=125.5. Cap=1410m. F/C for current FY*: EPS=1.8, Prospective PE=69.7, Revenue=NA.
boohoo.com is a pure-play online, own brand fashion retailers. The Company through its subsidiaries designs, sources, markets and sells own brand clothing, shoes and accessories through its website boohoo.com.
* 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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MrContrarian
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Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 15-Dec-16
Redde (REDD) H1 trading ahead of board exp.
Parity Group (PTY) FY EBITDA slightly ahead of board's original expectations.
Haynes Publishing (HYNS) buys OATS Limited for £2.4 million. "OATS is a niche technology business that provides information and productivity solutions for the lubricants sector of the oil industry." OATS last pretax -£0.1 million on revenue of £2.2 million, gross assets £3.3 million.
Haydale Graphene Industries (HAYD) AGM stmt:good progress but another NED follows chmn out the door.
Instem (INS) won't pay £700k earn out for Logos Holdings due to the poor trading as already announced.
Thalassa (THAL) contract win. Expects to announce the revised trading outlook for the Company following review at a Board meeting today. Unusual. Announced improved trading at WGPG subsidiary last month.
Syqic (SYQ) "following discussions with some of the Company's largest shareholders and management team, it will not be possible for the Company to raise additional working capital before the end of the year and are keeping their options under review. The Company's shares remain suspended" Bad, bad, bad.
Notes (do not rely on the data)
REDD: Price=163.64. Cap=492m. F/C for current FY*: EPS=9.85, Prospective PE=16.6, Revenue=NA.
Redde together with its subsidiaries provides non-fault accident management assistance and related services including legal services exclusively in the United Kingdom.
PTY: Price=10.74. Cap=11m. F/C for current FY*: EPS=0.88, Prospective PE=12.2, 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.
HYNS: Price=119. Cap=7m. F/C for current FY*: EPS=8.51, Prospective PE=14.0, Revenue=26.50m.
Haynes Publishing Group is engaged in the production & sale of automotive and motorcycle repair manuals. The Company publishes books on motoring, transport, family, and DIY related areas and has operations in UK, Europe, North America and Australia.
HAYD: Price=168. Cap=28m. F/C for current FY*: EPS=-9.8, Prospective PE=-17.1, Revenue=NA.
Haydale Graphene Industries is engaged in the research and development, manufacturing and sale of surface functionalized graphene poducts.
INS: Price=215. Cap=34m. F/C for current FY*: EPS=5.17, Prospective PE=41.6, Revenue=18.00m.
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.
THAL: Price=45. Cap=10m. F/C for current FY*: EPS=-1.21, Prospective PE=-37.2, Revenue=NA.
Thalassa Holdings operates in the energy services industry, focusing on marine geophysical services. The Company's operating segment is operations from geophysical project management, services and the supply of equipment.
SYQ: Price=16. Cap=4m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
SyQic along with its subsidiaries is engaged in providing live TV and on‑demand paid video content across various types of internet‑enabled consumer electronics devices including mobile and internet‑enabled consumer devices.
* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
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Redde (REDD) H1 trading ahead of board exp.
Parity Group (PTY) FY EBITDA slightly ahead of board's original expectations.
Haynes Publishing (HYNS) buys OATS Limited for £2.4 million. "OATS is a niche technology business that provides information and productivity solutions for the lubricants sector of the oil industry." OATS last pretax -£0.1 million on revenue of £2.2 million, gross assets £3.3 million.
Haydale Graphene Industries (HAYD) AGM stmt:good progress but another NED follows chmn out the door.
Instem (INS) won't pay £700k earn out for Logos Holdings due to the poor trading as already announced.
Thalassa (THAL) contract win. Expects to announce the revised trading outlook for the Company following review at a Board meeting today. Unusual. Announced improved trading at WGPG subsidiary last month.
Syqic (SYQ) "following discussions with some of the Company's largest shareholders and management team, it will not be possible for the Company to raise additional working capital before the end of the year and are keeping their options under review. The Company's shares remain suspended" Bad, bad, bad.
Notes (do not rely on the data)
REDD: Price=163.64. Cap=492m. F/C for current FY*: EPS=9.85, Prospective PE=16.6, Revenue=NA.
Redde together with its subsidiaries provides non-fault accident management assistance and related services including legal services exclusively in the United Kingdom.
PTY: Price=10.74. Cap=11m. F/C for current FY*: EPS=0.88, Prospective PE=12.2, 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.
HYNS: Price=119. Cap=7m. F/C for current FY*: EPS=8.51, Prospective PE=14.0, Revenue=26.50m.
Haynes Publishing Group is engaged in the production & sale of automotive and motorcycle repair manuals. The Company publishes books on motoring, transport, family, and DIY related areas and has operations in UK, Europe, North America and Australia.
HAYD: Price=168. Cap=28m. F/C for current FY*: EPS=-9.8, Prospective PE=-17.1, Revenue=NA.
Haydale Graphene Industries is engaged in the research and development, manufacturing and sale of surface functionalized graphene poducts.
INS: Price=215. Cap=34m. F/C for current FY*: EPS=5.17, Prospective PE=41.6, Revenue=18.00m.
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.
THAL: Price=45. Cap=10m. F/C for current FY*: EPS=-1.21, Prospective PE=-37.2, Revenue=NA.
Thalassa Holdings operates in the energy services industry, focusing on marine geophysical services. The Company's operating segment is operations from geophysical project management, services and the supply of equipment.
SYQ: Price=16. Cap=4m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
SyQic along with its subsidiaries is engaged in providing live TV and on‑demand paid video content across various types of internet‑enabled consumer electronics devices including mobile and internet‑enabled consumer devices.
* F/C for prev FY if Prelims released today
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MrContrarian
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Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 16-Dec-16
Whack Friday for CTAG, SEPU, TRK and BILB.
Trinity Mirror (TNI) FY will be marginally ahead of expectations, with net debt falling to around £35 million by the year end, significantly better than expectations.
Bilby (BILB) warns again - contract delays.
Moneyswap (SWAP) new investor talks dragging on, found possible new major investor.
Thalassa Holdings (THAL) exp subsidiary WGP Group rev in 2017 to be $15m, up 29%, before taking into account $2.3m in data sales..
Johnston Press (JPR) as expected, to sell 13 titles for £17m. That's 5.3x pre-exceptional historic operating profit.
Torotrak (TRK) first KERS licence sale delayed to next FY.
CloudTag (CTAG) RNS last night admitted will only mfr small batch of new product until it has firm orders. New distributor called Nemesis. Straight up! Unsuspended today. I'm short.
Mercia Technologies (MERC) sells Allinea Software Limited to ARM for up to £18.1m (earn outs?) , 21x the original investment.
Sepura (SEPU) recommended offer but only 20p. Climbed to 23.75p this week. Insider traders (if it was such) whacked for once.
Notes (do not rely on the data)
TNI: Price=88.75. Cap=249m. F/C for current FY*: EPS=36.2, Prospective PE=2.5, Revenue=720.05m.
Trinity Mirror is a national and regional multimedia content publisher in the UK, comprising national and regional news brands across the country.
BIL: Price=NA. Cap=NA. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
SWAP: Price=0.13. Cap=2m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
MoneySwap and its subsidiaries are engaged in providing prepaid card services and merchant acquisition services to China UnionPay, and operating an online peer to peer foreign exchange and payment platform.
THAL: Price=48. Cap=11m. F/C for current FY*: EPS=-1.21, Prospective PE=-39.7, Revenue=NA.
Thalassa Holdings operates in the energy services industry, focusing on marine geophysical services. The Company's operating segment is operations from geophysical project management, services and the supply of equipment.
JPR: Price=13. Cap=14m. F/C for current FY*: EPS=17.35, Prospective PE=0.7, Revenue=230.16m.
Johnston Press is engaged in publishing of local and regional weekly, evening and morning newspapers. The Company provides news and information services to local and regional communities through its portfolio of publications and websites.
TRK: Price=2.9. Cap=16m. F/C for current FY*: EPS=-0.68, Prospective PE=-4.3, Revenue=4.80m.
Torotrak through its subsidiaries designs, develops and delivers technologies for Gearless traction drive transmissions, Variable drive superchargers, and Mechanical kinetic energy recovery systems.
CTAG: Price=11.5. Cap=47m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
CloudTag Inc is engaged in designing, development and sale of wearable devices and software for the consumer health and well-being markets for retailing and distribution.
MERC: Price=50.01. Cap=107m. F/C for current FY*: EPS=-1.45, Prospective PE=-34.5, Revenue=NA.
Mercia Technologies is an investment company. Its investment objective is to generate capital growth for shareholders through the creation, funding and development of high-growth technology businesses.
SEPU: Price=19.33. Cap=69m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=169.53m.
Sepura is engaged in the design, development and supply of digital radio solutions, complementary accessories, support tools and devices. Its solutions bring together radio infrastructure, terminals and data applications.
* F/C for prev FY if Prelims released today
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Whack Friday for CTAG, SEPU, TRK and BILB.
Trinity Mirror (TNI) FY will be marginally ahead of expectations, with net debt falling to around £35 million by the year end, significantly better than expectations.
Bilby (BILB) warns again - contract delays.
Moneyswap (SWAP) new investor talks dragging on, found possible new major investor.
Thalassa Holdings (THAL) exp subsidiary WGP Group rev in 2017 to be $15m, up 29%, before taking into account $2.3m in data sales..
Johnston Press (JPR) as expected, to sell 13 titles for £17m. That's 5.3x pre-exceptional historic operating profit.
Torotrak (TRK) first KERS licence sale delayed to next FY.
CloudTag (CTAG) RNS last night admitted will only mfr small batch of new product until it has firm orders. New distributor called Nemesis. Straight up! Unsuspended today. I'm short.
Mercia Technologies (MERC) sells Allinea Software Limited to ARM for up to £18.1m (earn outs?) , 21x the original investment.
Sepura (SEPU) recommended offer but only 20p. Climbed to 23.75p this week. Insider traders (if it was such) whacked for once.
Notes (do not rely on the data)
TNI: Price=88.75. Cap=249m. F/C for current FY*: EPS=36.2, Prospective PE=2.5, Revenue=720.05m.
Trinity Mirror is a national and regional multimedia content publisher in the UK, comprising national and regional news brands across the country.
BIL: Price=NA. Cap=NA. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
SWAP: Price=0.13. Cap=2m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
MoneySwap and its subsidiaries are engaged in providing prepaid card services and merchant acquisition services to China UnionPay, and operating an online peer to peer foreign exchange and payment platform.
THAL: Price=48. Cap=11m. F/C for current FY*: EPS=-1.21, Prospective PE=-39.7, Revenue=NA.
Thalassa Holdings operates in the energy services industry, focusing on marine geophysical services. The Company's operating segment is operations from geophysical project management, services and the supply of equipment.
JPR: Price=13. Cap=14m. F/C for current FY*: EPS=17.35, Prospective PE=0.7, Revenue=230.16m.
Johnston Press is engaged in publishing of local and regional weekly, evening and morning newspapers. The Company provides news and information services to local and regional communities through its portfolio of publications and websites.
TRK: Price=2.9. Cap=16m. F/C for current FY*: EPS=-0.68, Prospective PE=-4.3, Revenue=4.80m.
Torotrak through its subsidiaries designs, develops and delivers technologies for Gearless traction drive transmissions, Variable drive superchargers, and Mechanical kinetic energy recovery systems.
CTAG: Price=11.5. Cap=47m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
CloudTag Inc is engaged in designing, development and sale of wearable devices and software for the consumer health and well-being markets for retailing and distribution.
MERC: Price=50.01. Cap=107m. F/C for current FY*: EPS=-1.45, Prospective PE=-34.5, Revenue=NA.
Mercia Technologies is an investment company. Its investment objective is to generate capital growth for shareholders through the creation, funding and development of high-growth technology businesses.
SEPU: Price=19.33. Cap=69m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=169.53m.
Sepura is engaged in the design, development and supply of digital radio solutions, complementary accessories, support tools and devices. Its solutions bring together radio infrastructure, terminals and data applications.
* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.
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MrContrarian
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Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 19-Dec-16
LXB Retail Properties (LXB) £8.5m cash realiation and NAV up 1.12p/sh. I hold.
Prophotonix Limited (PPIX) will beat FY exp
Windar Photonics (WPHO) to miss FY exp due to project delays.
Johnston Press (JPR) Negotiates credit facility of £10m with "revised leverage ratio covenants (tested quarterly), with an obligation to prepay and cancel the Amended Facility with 75 per cent. of net cash proceeds of any disposals outside of the ordinary course that the Company receives on or prior to 31 December 2016 and 100 per cent. of net cash proceeds of any subsequent such disposals thereafter. The Amended Facility currently remains undrawn." If the recently agreed £17m disposal completes the facility will be cancelled.
Camellia (CAM) gives up on its Duncan Lawrie Private Bank subsidiary. Has sold loans at a loss. Also selling Duncan Lawrie Asset Management. The loss arising on sale of the Loan Book and significant closure costs of any proposed wind-down of Duncan Lawrie will hit this FY. The expected profit on disposal of Duncan Lawrie Asset Management and further operating costs relating to the proposed wind down will be reflected in 2017 FY.
Bagir Group (BAGR) £2m placing at 3.5p. Friday SP 3.75p.
Notes (do not rely on the data)
LXB: Price=35.38. Cap=60m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
PPIX: Price=5.9. Cap=NA. F/C for current FY*: EPS=0.63, Prospective PE=9.4, Revenue=NA.
ProPhotonix is an independent designer and manufacturer of LED systems, and a manufacturer of laser modules and a distributor of laser diodes.
WPHO: Price=85.5. Cap=33m. F/C for current FY*: EPS=-4.94, Prospective PE=-17.3, Revenue=NA.
Windar Photonics is a technology company. it develops and sells light direction and ranging sensors and associated products for use on electricity generating wind turbines. Its wind sensors are designed to measure wind speed and direction.
JPR: Price=14.25. Cap=15m. F/C for current FY*: EPS=17.35, Prospective PE=0.8, Revenue=230.16m.
Johnston Press is engaged in publishing of local and regional weekly, evening and morning newspapers. The Company provides news and information services to local and regional communities through its portfolio of publications and websites.
CAM: Price=10105.75. Cap=274m. F/C for current FY*: EPS=788, Prospective PE=12.8, Revenue=NA.
Camellia is engaged in agriculture and horticulture, engineering, food storage and distribution, and private banking and financial services businesses.
BAGR: Price=3.78. Cap=10m. F/C for current FY*: EPS=-2.08, Prospective PE=-1.8, Revenue=NA.
Bagir Group and its subsidiaries specialize in the manufacturing and marketing of men's and women's tailored fashion. The Company's products are marketed in Europe (mainly in the U.K.), the U.S. and in other countries.
* F/C for prev FY if Prelims released today
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LXB Retail Properties (LXB) £8.5m cash realiation and NAV up 1.12p/sh. I hold.
Prophotonix Limited (PPIX) will beat FY exp
Windar Photonics (WPHO) to miss FY exp due to project delays.
Johnston Press (JPR) Negotiates credit facility of £10m with "revised leverage ratio covenants (tested quarterly), with an obligation to prepay and cancel the Amended Facility with 75 per cent. of net cash proceeds of any disposals outside of the ordinary course that the Company receives on or prior to 31 December 2016 and 100 per cent. of net cash proceeds of any subsequent such disposals thereafter. The Amended Facility currently remains undrawn." If the recently agreed £17m disposal completes the facility will be cancelled.
Camellia (CAM) gives up on its Duncan Lawrie Private Bank subsidiary. Has sold loans at a loss. Also selling Duncan Lawrie Asset Management. The loss arising on sale of the Loan Book and significant closure costs of any proposed wind-down of Duncan Lawrie will hit this FY. The expected profit on disposal of Duncan Lawrie Asset Management and further operating costs relating to the proposed wind down will be reflected in 2017 FY.
Bagir Group (BAGR) £2m placing at 3.5p. Friday SP 3.75p.
Notes (do not rely on the data)
LXB: Price=35.38. Cap=60m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
PPIX: Price=5.9. Cap=NA. F/C for current FY*: EPS=0.63, Prospective PE=9.4, Revenue=NA.
ProPhotonix is an independent designer and manufacturer of LED systems, and a manufacturer of laser modules and a distributor of laser diodes.
WPHO: Price=85.5. Cap=33m. F/C for current FY*: EPS=-4.94, Prospective PE=-17.3, Revenue=NA.
Windar Photonics is a technology company. it develops and sells light direction and ranging sensors and associated products for use on electricity generating wind turbines. Its wind sensors are designed to measure wind speed and direction.
JPR: Price=14.25. Cap=15m. F/C for current FY*: EPS=17.35, Prospective PE=0.8, Revenue=230.16m.
Johnston Press is engaged in publishing of local and regional weekly, evening and morning newspapers. The Company provides news and information services to local and regional communities through its portfolio of publications and websites.
CAM: Price=10105.75. Cap=274m. F/C for current FY*: EPS=788, Prospective PE=12.8, Revenue=NA.
Camellia is engaged in agriculture and horticulture, engineering, food storage and distribution, and private banking and financial services businesses.
BAGR: Price=3.78. Cap=10m. F/C for current FY*: EPS=-2.08, Prospective PE=-1.8, Revenue=NA.
Bagir Group and its subsidiaries specialize in the manufacturing and marketing of men's and women's tailored fashion. The Company's products are marketed in Europe (mainly in the U.K.), the U.S. and in other countries.
* 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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MrContrarian
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Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 20-Dec-16
Seriously stretched satellite smallcap serves shorters shock.
Avanti (AVN) amazingly gets refinanced by bondholders to launch HYLAS4 satellite. Equity dilution only 9% max. New super senior bonds at 10 to 15% PA and interest deferrals. Another profit warning too. No idea how to value it if it isn't still zero.
SRT Marine Systems (SRT) change Nomad and broker to finnCap. Another placing on the way?
Flybe Group (FLYB) gets Heathrow slots without having to pay up front. Also new CEO from Jan 16, Christine Ourmieres-Widener. Her experience looks good.
Trading Emissions (TRE) 2.5p capital distribution. 'XD' 30 Dec.
Scientific Digital Imaging (SDI) Acquisition and £3.1m placing at 13p, a nasty 24% discount.
1Spatial (SPA) warns. Also "sale of its Avisen business for a consideration of £0.1m receivable in 12 months' time and the closure of Storage Fusion. For the full year ended 31 January 2016, Storage Fusion generated revenue of £0.2m and an operating loss of £0.3m. For the full year ended 31 January 2016, Avisen generated revenue of £1.4m and an operating profit of £0.3m." Why are they sellng a profitable business for a pittance?
Silence Therapeutics (SLN) wins £1m and royalties in arbitration process with Quark Pharmaceuticals regarding a milestone payment.
Notes (do not rely on the data)
AVN: Price=27. Cap=40m. F/C for current FY*: EPS=0, Prospective PE=NA, Revenue=NA.
Avanti Communications Group is a provider of satellite data communications services in Europe, the Middle East and Africa. The Company sells satellite broadband services to customers.
SRT: Price=42.86. Cap=55m. F/C for current FY*: EPS=0.58, Prospective PE=73.9, Revenue=10.00m.
SRT Marine Systems is engaged in development & supply of Automatic Identification System based maritime domain awareness technologies, derivative product & system solutions for use in maritime applications.
FLYB: Price=41.63. Cap=90m. F/C for current FY*: EPS=2.25, Prospective PE=18.5, Revenue=686.19m.
Flybe Group is a regional airline company. It offers scheduled passenger transportation in the United Kingdom as well as to Europe.
TRE: Price=4.48. Cap=11m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
SDI: Price=16.92. Cap=11m. F/C for current FY*: EPS=1.8, Prospective PE=9.4, Revenue=NA.
Scientific Digital Imaging designs and manufactures digital imaging technology for life science, microbiology and astronomy applications through its Synoptics brands, the Artemis CCD brands and the Opus Instrument brand.
SPA: Price=2. Cap=16m. F/C for current FY*: EPS=0.24, Prospective PE=8.3, 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.
SLN: Price=107.88. Cap=75m. F/C for current FY*: EPS=-15.05, Prospective PE=-7.2, Revenue=NA.
Silence Therapeutics and its subsidiaries are engaged in the discovery, development and delivery of novel therapeutics for the treatment of serious diseases.
* 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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@MrContrarian
Seriously stretched satellite smallcap serves shorters shock.
Avanti (AVN) amazingly gets refinanced by bondholders to launch HYLAS4 satellite. Equity dilution only 9% max. New super senior bonds at 10 to 15% PA and interest deferrals. Another profit warning too. No idea how to value it if it isn't still zero.
SRT Marine Systems (SRT) change Nomad and broker to finnCap. Another placing on the way?
Flybe Group (FLYB) gets Heathrow slots without having to pay up front. Also new CEO from Jan 16, Christine Ourmieres-Widener. Her experience looks good.
Trading Emissions (TRE) 2.5p capital distribution. 'XD' 30 Dec.
Scientific Digital Imaging (SDI) Acquisition and £3.1m placing at 13p, a nasty 24% discount.
1Spatial (SPA) warns. Also "sale of its Avisen business for a consideration of £0.1m receivable in 12 months' time and the closure of Storage Fusion. For the full year ended 31 January 2016, Storage Fusion generated revenue of £0.2m and an operating loss of £0.3m. For the full year ended 31 January 2016, Avisen generated revenue of £1.4m and an operating profit of £0.3m." Why are they sellng a profitable business for a pittance?
Silence Therapeutics (SLN) wins £1m and royalties in arbitration process with Quark Pharmaceuticals regarding a milestone payment.
Notes (do not rely on the data)
AVN: Price=27. Cap=40m. F/C for current FY*: EPS=0, Prospective PE=NA, Revenue=NA.
Avanti Communications Group is a provider of satellite data communications services in Europe, the Middle East and Africa. The Company sells satellite broadband services to customers.
SRT: Price=42.86. Cap=55m. F/C for current FY*: EPS=0.58, Prospective PE=73.9, Revenue=10.00m.
SRT Marine Systems is engaged in development & supply of Automatic Identification System based maritime domain awareness technologies, derivative product & system solutions for use in maritime applications.
FLYB: Price=41.63. Cap=90m. F/C for current FY*: EPS=2.25, Prospective PE=18.5, Revenue=686.19m.
Flybe Group is a regional airline company. It offers scheduled passenger transportation in the United Kingdom as well as to Europe.
TRE: Price=4.48. Cap=11m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
SDI: Price=16.92. Cap=11m. F/C for current FY*: EPS=1.8, Prospective PE=9.4, Revenue=NA.
Scientific Digital Imaging designs and manufactures digital imaging technology for life science, microbiology and astronomy applications through its Synoptics brands, the Artemis CCD brands and the Opus Instrument brand.
SPA: Price=2. Cap=16m. F/C for current FY*: EPS=0.24, Prospective PE=8.3, 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.
SLN: Price=107.88. Cap=75m. F/C for current FY*: EPS=-15.05, Prospective PE=-7.2, Revenue=NA.
Silence Therapeutics and its subsidiaries are engaged in the discovery, development and delivery of novel therapeutics for the treatment of serious diseases.
* 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 Dec 2016
Smallcap Sweep. 21-Dec-16
It's hell (for leather) at Pittards.
Eden Research (EDEN) warns on FY. Exp rev only £400k. Bargepole.
Aortech (AOR) dismal H1. Mediation fails in case against former CEO. "AorTech remains interested in licensing its heart valve project, however the new business established to pursue this project has still not raised all of the required capital. A number of other medical devices requiring the same or similar blood contacting material properties have been identified and we are considering how to pursue these with AorTech retaining more than just a licensed interest in the projects." Bargepole.
Cloudbuy (CBUY) FY trading: rev in line, operating loss ex share based payments marginally better than market expectations as a result of cost cutting. Bargepole.
Westminster Group (WSG) FY trading: "The momentum shown in H1 has continued and during H2 considerable progress has been made on a number of fronts."
Good Energy Group (GOOD) FY trading: exceptional volatility in the short term power trading market from late October to late November, guides to lower end of market expectations.
Minds + Machines (MMX) AGM stmt: "The Board has also been encouraged by the early results of test initiatives to drive usage of our of TLDs in the US and Europe over the fourth quarter where the dynamics of the market are different to those in Asia. As has previously been reported, we have undertaken significant steps to restructure the business and position it to grow revenues across its broad portfolio of TLDs. The net result is a business which was significantly loss making at the operational level is now EBITDA positive on an ongoing basis"
Pittards (PTD) warns on FY. Continuing weak leather market and unrest in Ethiopia hits its tannery there.
Notes (do not rely on the data)
EDEN: Price=12.64. Cap=23m. F/C for current FY*: EPS=-0.2, Prospective PE=-63.2, Revenue=NA.
Eden Research is engaged in the development and marketing of intellectual property, particularly in the area of terpenes and other health related projects. Its segment includes 3AEY, Biocides, Data-sharing and Encapsulation.
AOR: Price=19. Cap=1m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=900.00k.
AorTech International through its subsidiary is engaged in the development, exploitation & commercialization of biomedical polymer technology, components and medical devices.
CBUY: Price=3.75. Cap=5m. F/C for current FY*: EPS=-3.14, Prospective PE=-1.2, Revenue=NA.
CloudBuy provides an integrated software platform for eProcurement and eCommerce the trading of goods and services between purchasers such as public sector bodies and their suppliers, along with the analysis and coding of spend and product data.
WSG: Price=14.69. Cap=13m. 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.
GOOD: Price=260.2. Cap=43m. F/C for current FY*: EPS=7.68, Prospective PE=33.9, Revenue=84.50m.
Good Energy Group is engaged in the business of purchase, generation and sale of electricity from renewable sources.
MMX: Price=11. Cap=77m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Minds + Machines Group operates in the domain name industry and provides end-to-end domain services generating revenues across multiple business lines.
PTD: Price=74.38. Cap=11m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Pittards is engaged in the design, production and procurement of technically leather for sale to manufacturers and distributors of shoes, gloves, luxury leathergoods & sports equipment & retail of leather, leathergoods & leather garments.
* 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
It's hell (for leather) at Pittards.
Eden Research (EDEN) warns on FY. Exp rev only £400k. Bargepole.
Aortech (AOR) dismal H1. Mediation fails in case against former CEO. "AorTech remains interested in licensing its heart valve project, however the new business established to pursue this project has still not raised all of the required capital. A number of other medical devices requiring the same or similar blood contacting material properties have been identified and we are considering how to pursue these with AorTech retaining more than just a licensed interest in the projects." Bargepole.
Cloudbuy (CBUY) FY trading: rev in line, operating loss ex share based payments marginally better than market expectations as a result of cost cutting. Bargepole.
Westminster Group (WSG) FY trading: "The momentum shown in H1 has continued and during H2 considerable progress has been made on a number of fronts."
Good Energy Group (GOOD) FY trading: exceptional volatility in the short term power trading market from late October to late November, guides to lower end of market expectations.
Minds + Machines (MMX) AGM stmt: "The Board has also been encouraged by the early results of test initiatives to drive usage of our of TLDs in the US and Europe over the fourth quarter where the dynamics of the market are different to those in Asia. As has previously been reported, we have undertaken significant steps to restructure the business and position it to grow revenues across its broad portfolio of TLDs. The net result is a business which was significantly loss making at the operational level is now EBITDA positive on an ongoing basis"
Pittards (PTD) warns on FY. Continuing weak leather market and unrest in Ethiopia hits its tannery there.
Notes (do not rely on the data)
EDEN: Price=12.64. Cap=23m. F/C for current FY*: EPS=-0.2, Prospective PE=-63.2, Revenue=NA.
Eden Research is engaged in the development and marketing of intellectual property, particularly in the area of terpenes and other health related projects. Its segment includes 3AEY, Biocides, Data-sharing and Encapsulation.
AOR: Price=19. Cap=1m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=900.00k.
AorTech International through its subsidiary is engaged in the development, exploitation & commercialization of biomedical polymer technology, components and medical devices.
CBUY: Price=3.75. Cap=5m. F/C for current FY*: EPS=-3.14, Prospective PE=-1.2, Revenue=NA.
CloudBuy provides an integrated software platform for eProcurement and eCommerce the trading of goods and services between purchasers such as public sector bodies and their suppliers, along with the analysis and coding of spend and product data.
WSG: Price=14.69. Cap=13m. 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.
GOOD: Price=260.2. Cap=43m. F/C for current FY*: EPS=7.68, Prospective PE=33.9, Revenue=84.50m.
Good Energy Group is engaged in the business of purchase, generation and sale of electricity from renewable sources.
MMX: Price=11. Cap=77m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Minds + Machines Group operates in the domain name industry and provides end-to-end domain services generating revenues across multiple business lines.
PTD: Price=74.38. Cap=11m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Pittards is engaged in the design, production and procurement of technically leather for sale to manufacturers and distributors of shoes, gloves, luxury leathergoods & sports equipment & retail of leather, leathergoods & leather garments.
* 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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MrContrarian
- Lemon Quarter
- Posts: 1778
- Joined: November 4th, 2016, 2:45 pm
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Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 22-Dec-16
Delete the Fokkers.
HSS Hire Group (HSS) £13m placing at 83.875p - no discount!
React Group (REAT) warns. Will close its subsidiary, EPUK for a £180k loss. Only bought it in April for £10k. Exp Group FY loss £250-300k.
Reach4Entertainment (R4E) Possible covenant breaches flagged earlier this year did occur. Creditor is reserving its rights but does not intend at this time to exercise its rights in respect of the covenant breaches.
STM Group (STM) appoints a lawyer 'with extensive experience in pensions in both the professional and academic fields' as NED
Global Invacom Group (GINV) warns of FY loss "primarily due to the Group's consolidation of its manufacturing operations in China". No F/C.
Koovs (KOOV) H1 rev up 114%. "It has been another amazing six months of growth for both sales and new customers. We have delivered on both our strategic and financial objectives and are in line with expectations." Fantastic! Oh, loss up 50% to £9.3m. Bagipole.
M P Evans Group (MPE) 640p offer rejected by holders, as exp.
EPE Special Opportunities (ESO) starts share buyback. "Any Share Buy Backs are likely to exceed 25 per cent of the average daily volume in the Ordinary Shares."
Avation (AVAP) sells five 23 yr old Fokker 100s for book, which won't be much.
Notes (do not rely on the data)
HSS: Price=84.36. Cap=131m. F/C for current FY*: EPS=2, Prospective PE=42.2, Revenue=342.83m.
HSS Hire Group is a provider of tool and equipment hire and related services in the United Kingdom and Ireland.
REAT: Price=0.6. Cap=2m. 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.
R4E: Price=2.04. Cap=12m. F/C for current FY*: EPS=0.08, Prospective PE=25.5, Revenue=92.00m.
reach4entertainment Enterprises provides creative, advertising, marketing and other services to the theatrical, film and live entertainment industries including buying, marketing and sales promotions, signage & publishing and merchandise.
STM: Price=40. Cap=25m. F/C for current FY*: EPS=3.8, Prospective PE=10.5, Revenue=NA.
STM Group provides financial solutions to High Net Worth Individuals, who are investing or moving cross-border or opening a business overseas.
GINV: Price=7.75. Cap=NA. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Global Invacom Group develops, manufactures and distributes various communications solutions both under its own name. The Company is also an original equipment manufacturer for its clients.
KOOV: Price=50. Cap=87m. F/C for current FY*: EPS=-12.69, Prospective PE=-3.9, Revenue=NA.
Koovs is an online fashion retailer. The Company and its subsidiaries are engaged in supplying fashion garments and accessories for sale by a third party through a website in the Republic of India.
MPE: Price=525. Cap=293m. F/C for current FY*: EPS=28.4, Prospective PE=18.5, Revenue=85.50m.
M P Evans Group through its subsidiary and associated undertakings operates oil-palm and rubber plantations in Indonesia, beef-cattle operations in Australia and is engaged in property development in West Malaysia.
ESO: Price=271.7. Cap=74m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
AVAP: Price=193. Cap=107m. F/C for current FY*: EPS=27.02, Prospective PE=7.1, Revenue=88.63m.
Avation is a commercial passenger aircraft leasing company. The Company through its subsidiaries owns and manages a fleet of aircraft which it leases around the world.
* 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
Delete the Fokkers.
HSS Hire Group (HSS) £13m placing at 83.875p - no discount!
React Group (REAT) warns. Will close its subsidiary, EPUK for a £180k loss. Only bought it in April for £10k. Exp Group FY loss £250-300k.
Reach4Entertainment (R4E) Possible covenant breaches flagged earlier this year did occur. Creditor is reserving its rights but does not intend at this time to exercise its rights in respect of the covenant breaches.
STM Group (STM) appoints a lawyer 'with extensive experience in pensions in both the professional and academic fields' as NED
Global Invacom Group (GINV) warns of FY loss "primarily due to the Group's consolidation of its manufacturing operations in China". No F/C.
Koovs (KOOV) H1 rev up 114%. "It has been another amazing six months of growth for both sales and new customers. We have delivered on both our strategic and financial objectives and are in line with expectations." Fantastic! Oh, loss up 50% to £9.3m. Bagipole.
M P Evans Group (MPE) 640p offer rejected by holders, as exp.
EPE Special Opportunities (ESO) starts share buyback. "Any Share Buy Backs are likely to exceed 25 per cent of the average daily volume in the Ordinary Shares."
Avation (AVAP) sells five 23 yr old Fokker 100s for book, which won't be much.
Notes (do not rely on the data)
HSS: Price=84.36. Cap=131m. F/C for current FY*: EPS=2, Prospective PE=42.2, Revenue=342.83m.
HSS Hire Group is a provider of tool and equipment hire and related services in the United Kingdom and Ireland.
REAT: Price=0.6. Cap=2m. 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.
R4E: Price=2.04. Cap=12m. F/C for current FY*: EPS=0.08, Prospective PE=25.5, Revenue=92.00m.
reach4entertainment Enterprises provides creative, advertising, marketing and other services to the theatrical, film and live entertainment industries including buying, marketing and sales promotions, signage & publishing and merchandise.
STM: Price=40. Cap=25m. F/C for current FY*: EPS=3.8, Prospective PE=10.5, Revenue=NA.
STM Group provides financial solutions to High Net Worth Individuals, who are investing or moving cross-border or opening a business overseas.
GINV: Price=7.75. Cap=NA. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Global Invacom Group develops, manufactures and distributes various communications solutions both under its own name. The Company is also an original equipment manufacturer for its clients.
KOOV: Price=50. Cap=87m. F/C for current FY*: EPS=-12.69, Prospective PE=-3.9, Revenue=NA.
Koovs is an online fashion retailer. The Company and its subsidiaries are engaged in supplying fashion garments and accessories for sale by a third party through a website in the Republic of India.
MPE: Price=525. Cap=293m. F/C for current FY*: EPS=28.4, Prospective PE=18.5, Revenue=85.50m.
M P Evans Group through its subsidiary and associated undertakings operates oil-palm and rubber plantations in Indonesia, beef-cattle operations in Australia and is engaged in property development in West Malaysia.
ESO: Price=271.7. Cap=74m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
AVAP: Price=193. Cap=107m. F/C for current FY*: EPS=27.02, Prospective PE=7.1, Revenue=88.63m.
Avation is a commercial passenger aircraft leasing company. The Company through its subsidiaries owns and manages a fleet of aircraft which it leases around the world.
* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.
RNSs
http://www.investegate.co.uk/index.aspx?limit=-1
@MrContrarian
-
MrContrarian
- Lemon Quarter
- Posts: 1778
- Joined: November 4th, 2016, 2:45 pm
- Has thanked: 43 times
- Been thanked: 1611 times
Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 23-Dec-16
Redcentric (RCN) H1. "The forensic review [of misstated accounts] and subsequent remedying actions will result in an exceptional charge of approximately £1m for the current financial year. Banks remain fully supportive."
Artilium (ARTA) buys Belgium's ELLO Mobile for €300k. "Ello Mobile currently donates its entire profit to social-minded and non-profit charity project...[Artilium] has committed to donate a minimum of €50,000 per annum to charitable organisations in each of the three years following completion of the Acquisition." So they are going to take most of the profit now. That's rather tacky.
OptiBiotix Health (OPTI) proposes to extend some warrant end dates by 6 years. Worse, a director holds some. Nomad Cairn happy of course.
Notes (do not rely on the data)
RCN: Price=84. Cap=124m. F/C for current FY*: EPS=22.87, Prospective PE=3.7, Revenue=NA.
Redcentric is engaged in providing true managed services to mid-market organizations in the United Kingdom. The Company operates state-of-the-art data centres in Reading, Harrogate, London and Cambridge.
ARTA: Price=7. Cap=21m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=8.66m.
Artilium is engaged in the business to business communications sector delivering software solutions which layer seamlessly over disparate fixed, mobile and IP networks to enable the deployment of converged services and applications.
OPTI: Price=62.25. Cap=49m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
OptiBiotix Health is a life sciences company. The Company through its subsidiaries is engaged in the research and development of microbiome modulators.
* 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
Redcentric (RCN) H1. "The forensic review [of misstated accounts] and subsequent remedying actions will result in an exceptional charge of approximately £1m for the current financial year. Banks remain fully supportive."
Artilium (ARTA) buys Belgium's ELLO Mobile for €300k. "Ello Mobile currently donates its entire profit to social-minded and non-profit charity project...[Artilium] has committed to donate a minimum of €50,000 per annum to charitable organisations in each of the three years following completion of the Acquisition." So they are going to take most of the profit now. That's rather tacky.
OptiBiotix Health (OPTI) proposes to extend some warrant end dates by 6 years. Worse, a director holds some. Nomad Cairn happy of course.
Notes (do not rely on the data)
RCN: Price=84. Cap=124m. F/C for current FY*: EPS=22.87, Prospective PE=3.7, Revenue=NA.
Redcentric is engaged in providing true managed services to mid-market organizations in the United Kingdom. The Company operates state-of-the-art data centres in Reading, Harrogate, London and Cambridge.
ARTA: Price=7. Cap=21m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=8.66m.
Artilium is engaged in the business to business communications sector delivering software solutions which layer seamlessly over disparate fixed, mobile and IP networks to enable the deployment of converged services and applications.
OPTI: Price=62.25. Cap=49m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
OptiBiotix Health is a life sciences company. The Company through its subsidiaries is engaged in the research and development of microbiome modulators.
* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.
RNSs
http://www.investegate.co.uk/index.aspx?limit=-1
@MrContrarian
-
MrContrarian
- Lemon Quarter
- Posts: 1778
- Joined: November 4th, 2016, 2:45 pm
- Has thanked: 43 times
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Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 28-Dec-16
Bovis Homes Group (BVS) trading "We have experienced slower than expected build production across the Group's sites during December, resulting in approximately 180 largely built and sold private homes which were expected to complete in 2016" Looks like no read across to other builders.
Intercede Group (IGP) trading in line. Issues £5m of convertibles. "In light of current trading [warned in Sept], it is unlikely that the Company will generate sufficient cash in the financial year ending 31 March 2017 to continue to support the Company's rate of investment in its main areas as initially planned."
Lavendon (LVD) : Loxam inc offer to 260p.
Fairpoint Group (FRP) CEO resigns,
Notes (do not rely on the data)
BVS: Price=856. Cap=1151m. F/C for current FY*: EPS=109.8, Prospective PE=7.8, Revenue=1.07b.
Bovis Homes Group is a home builder. The Company is engaged in designing, building, and selling of new homes for both private customers and Registered Social Landlords.
IGP: Price=59. Cap=28m. F/C for current FY*: EPS=-5.5, Prospective PE=-10.7, Revenue=10.00m.
Intercede Group and its subsidiaries is an independent developer and supplier of identity and credential management software. The Company's products include MyID Identity and Credential Management System.
LVD: Price=257.75. Cap=438m. F/C for current FY*: EPS=40.54, Prospective PE=6.4, Revenue=268.25m.
Lavendon Group is engaged in the rental of powered access equipment. The Company operates in UK, Germany, Belgium, France and Middle East and one non operating Corporate cost centre.
FRP: Price=14.5. Cap=7m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=56.29m.
Fairpoint Group is engaged in the provision of consumer professional services including debt solutions and legal services through its four core segments: IVA services, DMP services, claims management and legal services.
* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.
RNSs
http://www.investegate.co.uk/index.aspx?limit=-1
@MrContrarian
Bovis Homes Group (BVS) trading "We have experienced slower than expected build production across the Group's sites during December, resulting in approximately 180 largely built and sold private homes which were expected to complete in 2016" Looks like no read across to other builders.
Intercede Group (IGP) trading in line. Issues £5m of convertibles. "In light of current trading [warned in Sept], it is unlikely that the Company will generate sufficient cash in the financial year ending 31 March 2017 to continue to support the Company's rate of investment in its main areas as initially planned."
Lavendon (LVD) : Loxam inc offer to 260p.
Fairpoint Group (FRP) CEO resigns,
Notes (do not rely on the data)
BVS: Price=856. Cap=1151m. F/C for current FY*: EPS=109.8, Prospective PE=7.8, Revenue=1.07b.
Bovis Homes Group is a home builder. The Company is engaged in designing, building, and selling of new homes for both private customers and Registered Social Landlords.
IGP: Price=59. Cap=28m. F/C for current FY*: EPS=-5.5, Prospective PE=-10.7, Revenue=10.00m.
Intercede Group and its subsidiaries is an independent developer and supplier of identity and credential management software. The Company's products include MyID Identity and Credential Management System.
LVD: Price=257.75. Cap=438m. F/C for current FY*: EPS=40.54, Prospective PE=6.4, Revenue=268.25m.
Lavendon Group is engaged in the rental of powered access equipment. The Company operates in UK, Germany, Belgium, France and Middle East and one non operating Corporate cost centre.
FRP: Price=14.5. Cap=7m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=56.29m.
Fairpoint Group is engaged in the provision of consumer professional services including debt solutions and legal services through its four core segments: IVA services, DMP services, claims management and legal services.
* F/C for prev FY if Prelims released today
Data: yahoo, Google, Morningstar
DYOR, E&OE etc etc. Your sanity may be at risk if you invest in smallcaps. I may have a position in any or all of the shares covered.
RNSs
http://www.investegate.co.uk/index.aspx?limit=-1
@MrContrarian
-
MrContrarian
- Lemon Quarter
- Posts: 1778
- Joined: November 4th, 2016, 2:45 pm
- Has thanked: 43 times
- Been thanked: 1611 times
Re: MrC's Smallcap Sweeps for Dec 2016
Smallcap Sweep. 30-Dec-16
Super Slack Friday.
Provexis (PXS) H1 rev tripled, loss £133k (£222k). "Based on its current level of cash it is expected that the Group will need to raise further equity finance in the coming four months". Outlook stmt is mainly a recap of what's happened.
Windar Photonics (WPHO) sold 7 more units.
Notes (do not rely on the data)
PXS: Price=0.93. Cap=16m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Provexis is engaged in developing and licensing the proprietary Fruitflow, which is a heart-health functional food ingredient for the functional food sector.
WPHO: Price=79. Cap=31m. F/C for current FY*: EPS=-4.26, Prospective PE=-18.5, Revenue=NA.
Windar Photonics is a technology company. it develops and sells light direction and ranging sensors and associated products for use on electricity generating wind turbines. Its wind sensors are designed to measure wind speed and direction.
* 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
All the best for 2017
@MrContrarian
Super Slack Friday.
Provexis (PXS) H1 rev tripled, loss £133k (£222k). "Based on its current level of cash it is expected that the Group will need to raise further equity finance in the coming four months". Outlook stmt is mainly a recap of what's happened.
Windar Photonics (WPHO) sold 7 more units.
Notes (do not rely on the data)
PXS: Price=0.93. Cap=16m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Provexis is engaged in developing and licensing the proprietary Fruitflow, which is a heart-health functional food ingredient for the functional food sector.
WPHO: Price=79. Cap=31m. F/C for current FY*: EPS=-4.26, Prospective PE=-18.5, Revenue=NA.
Windar Photonics is a technology company. it develops and sells light direction and ranging sensors and associated products for use on electricity generating wind turbines. Its wind sensors are designed to measure wind speed and direction.
* 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
All the best for 2017
@MrContrarian
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