Mr's Smallcap Sweeps for Jan 2017

MrContrarian
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Joined: November 4th, 2016, 2:45 pm

Mr's Smallcap Sweeps for Jan 2017

Postby MrContrarian » January 4th, 2017, 8:07 am

Three jeers for the new year, bringing so much political and economic uncertainty.

Smallcap Sweep. 04-Jan-17

FastForward (FFWD) receives offer for its holding in Schoold at unspecified premium to last reported value. Also exp another investment, Leap Gaming, to list at premium to last reported value. A Jim Mellon promotion so hold onto your wallets IMO.
Spectra Systems (SPSY) Serial disappointer exp FY profit to significantly exceed market expectations. Blimey!


Notes (do not rely on the data)
FFWD: Price=13.22. Cap=18m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
SPSY: Price=32.86. Cap=27m. F/C for current FY*: EPS=1.25, Prospective PE=26.3, Revenue=NA.
Spectra Systems Corp invents, develops and sells integrated optical systems that provide customers with increased efficiency, security tracking and product life. The integrated systems combine consumables and engineered optical materials.

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

RNSs
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@MrContrarian
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MrContrarian
Posts: 39
Joined: November 4th, 2016, 2:45 pm

Re: Mr's Smallcap Sweeps for Jan 2017

Postby MrContrarian » January 5th, 2017, 8:03 am

Smallcap Sweep. 05-Jan-17

PureCircle (PURE) H1 trading: exp rev down 14% due to previously announced detainment of shipments by US Customs Border Protection (CBP). Very strong growth in Europe and Latin America. Exp loss of $2m. "The company has worked extensively with the US CBP, providing tracking documents and related data in response to their detailed requests. We are now awaiting a decision from the CBP."
Churchill China (CHH) exp FY beat.
Cape (CIU) exp FY materially ahead of current market expectations.
Touchstar (TST) FY trading. H2 only broadly break-even due to delayed orders and significant bad debt. Still comfortable with the current market expectations for 2017.
Science in Sport (SIS) FY trading: slight rev beat but no indication of profit. "Ex-plan investment was made in e-commerce websites in the USA, Italy, Germany and the Netherlands in the second half of 2016" - sounds like costs higher than exp? Why not just be clear?
United Cacao (CHOC) resignation as NEX Exchange (a sub-TSX Venture market) Corporate Adviser, with immediate effect. Chocolate teapot.


Notes (do not rely on the data)
PURE: Price=251. Cap=433m. F/C for current FY*: EPS=7.8, Prospective PE=32.2, Revenue=149.31m.
PureCircle along with its subsidiaries is engaged in the production, marketing and distribution of of natural ingredient including sweeteners and flavors.
CHH: Price=917.75. Cap=99m. F/C for current FY*: EPS=41.54, Prospective PE=22.1, Revenue=49.40m.
Churchill China is a manufacturer and distributor of tabletop products to the Hospitality and Retail sectors. The Company operates in two business segments: Hospitality and Retail.
CIU: Price=152. Cap=184m. F/C for current FY*: EPS=25.75, Prospective PE=5.9, Revenue=802.96m.
Cape provides critical industrial services to the energy and natural resources sector. It provides multi-disciplinary services including insulation, coatings & mechanical, gas storage tanks and environmental services.
TST: Price=95.02. Cap=6m. F/C for current FY*: EPS=10.3, Prospective PE=9.2, Revenue=NA.
Touchstar along with its subsidiaries designs and builds industrial mobile computing devices used in field based delivery, logistics, retail, service and security applications.
SIS: Price=75. Cap=33m. F/C for current FY*: EPS=-2.7, Prospective PE=-27.8, Revenue=NA.
Science in Sport is a sports nutrition company that develops, manufactures and markets sports nutrition products for professional athletes and sports enthusiasts.
CHOC: Price=51.5. Cap=10m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
United Cacao SEZC is engaged in the cultivation of cacao, one of the key ingredients in the production of chocolate, on its freehold agricultural land.

* 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
Posts: 39
Joined: November 4th, 2016, 2:45 pm

Re: Mr's Smallcap Sweeps for Jan 2017

Postby MrContrarian » January 6th, 2017, 8:22 am

Smallcap Sweep. 06-Jan-17

Elecosoft (ELCO) FD resigns.
Digital Barriers (DGB) Another surveillance contract from US Federal Agency. Worth $6m. Also $1m new client win.
Gear4Music (G4M) exp FY beat. Organic sales growth slowed to 55% in last 4 months. Still fab.
Crawshaw Group (CRAW) last 5 weeks trading LFL better at -4%. Gross margins slightly lower as prices cut. Exp to meet FY f/c.


Notes (do not rely on the data)
ELCO: Price=29.5. Cap=23m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Elecosoft is engaged in providing software and related services to the architectural, engineering and construction industries. The Company sells software licences, software maintenance and support and related services.
DGB: Price=38.65. Cap=63m. F/C for current FY*: EPS=-2.27, Prospective PE=-17.0, Revenue=NA.
Digital Barriers provides surveillance technologies to the homeland security and defense markets.
G4M: Price=518.04. Cap=101m. F/C for current FY*: EPS=7.7, Prospective PE=67.3, Revenue=NA.
Gear4music (Holdings) is an online retailer of musical instruments and music equipment. It sells own-brand musical instruments and music equipment alongside premium third party brands including Fender, Yamaha and Gibson.
CRAW: Price=24.75. Cap=20m. F/C for current FY*: EPS=-1.02, Prospective PE=-24.3, Revenue=NA.
Crawshaw Group PLC, through its subsidiaries, operates a chain of meat retail food stores. The Company has 39 retail outlets across Yorkshire, Derbyshire, Nottinghamshire and Lincolnshire and two distribution centers in Grimsby and Rotherham.

* 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
Posts: 39
Joined: November 4th, 2016, 2:45 pm

Re: Mr's Smallcap Sweeps for Jan 2017

Postby MrContrarian » January 9th, 2017, 9:16 am

Smallcap Sweep. 09-Jan-17
A Shite Xmas for SAL.

Surgical Innovations (SUN) FY trading slightly ahead of the board's previous expectations.
Halosource (HAL) FY trading. Rev not less than $2.0 million (2016: $4.2 million). Strategic review: will pursue either additional external equity financing or a sale of the Company.
Redstoneconnect (REDS) expects FY Adjusted EBITDA at the upper end of market expectations.
EKF Diagnostics (EKF) exp FY to beat recently upgraded f/c.
Atlantis Resources (ARL) €20.3m EU grant. Ker-ching!
Plexus Holdings (POS) 4 Year Framework Agreement with Centrica. No figure given.
Spaceandpeople (SAL) Not dreaming of a White Christmas, it was a shite Christmas. Exp FY break even before non-recurring costs and discontinued operations and a loss of circa £650k after recognising all costs.


Notes (do not rely on the data)
SUN: Price=4.18. Cap=23m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Surgical Innovations Group is engaged in the designing, developing, manufacturing and selling of devices for use in minimally invasive surgery (MIS) and industrial markets.
HAL: Price=5.55. Cap=NA. F/C for current FY*: EPS=-2.36, Prospective PE=-2.4, Revenue=NA.
Halosource Inc provides technologies to deliver clean, drinking water solutions to partners in the international market. Its HaloPure Drinking Water technology has the highest international certifications, including registration with the US EPA.
REDS: Price=1.43. Cap=24m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
RedstoneConnect is a provider of technology and services for smart buildings and commercial spaces. The Company also designs and installs structured cabling systems and intelligent infrastructure management systems.
EKF: Price=18.19. Cap=86m. F/C for current FY*: EPS=0.5, Prospective PE=36.4, Revenue=36.55m.
EKF Diagnostics Holdings designs, manufactures diagnostic equipment including analysers and rapid tests. It also enzymes and liquid reagents used in clinical chemistry and molecular diagnostic test kits and a spectrum of molecular testing services.
ARL: Price=53.56. Cap=62m. F/C for current FY*: EPS=-8.59, Prospective PE=-6.2, Revenue=30.50m.
Atlantis Resources is engaged in the development of tidal current power as the reliable, economic and secure form of renewable energy. The Company is an inventor, developer, owner, marketer and licensor of technology, and services.
POS: Price=102.64. Cap=108m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=27.10m.
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.
SAL: Price=16. Cap=3m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=10.76m.
SpaceandPeople is engaged in the marketing and selling of promotional and retail licensing space on behalf of shopping centres and other venues throughout the UK, Germany, France and India. Its two business segments are - Promotional Sales and Retail.

* 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
Posts: 39
Joined: November 4th, 2016, 2:45 pm

Re: Mr's Smallcap Sweeps for Jan 2017

Postby MrContrarian » January 10th, 2017, 8:08 am

Smallcap Sweep. 10-Jan-17
Lots of good news.

PureCircle Limited (PURE) U.S. Customs and Border Protection (CBP) has released the Company's refined stevia consignments but Withhold Release Order (WRO) still in place.
Trinity Mirror (TNI) responds to speculation that it's in merger talks with Express Newspapers. It confirms that "it is at an early stage of discussions towards taking a minority interest in a new company comprising certain of Northern & Shell's assets."
Games Workshop Group (GAW) Great H1 with EPS 34.0p (14.9p).
Cloudcall Group (CALL) FY trading. Exp rev up 50%. "A reduction in churn rate, strong H2 growth and the fact that circa 85% of the Company's revenues are now recurring or repeating, provides good earnings visibility and underpins the Board's confidence in the Group's outlook for 2017. "
Everyman Media (EMAN) FY will beat exp.
Focusrite (TUNE) AGM stmt "November and December also demonstrated good growth in revenue compared with the prior year, coupled with strong cash generation."
H & T Group (HAT) FY will be marginally ahead of current market expectations.
Personal Group (PGH) FY trading. "EBITDA marginally ahead of expectations despite a lower than expected top line out turn. This performance reflects the continued strength of the Company's core insurance business, which during the period saw its fifth consecutive year of record sales, demonstrating the continued attractiveness of its products to employers and employees.
Harworth Group (HWG) FY will be moderately ahead of board expectations but profit in line.
Robert Walters (RWA) FY profit before taxation is expected to be slightly ahead of current market expectations.
Science In Sport (SIS) 4 yr deal to be Official Sports Nutrition Supplier to British Cycling. Includes Tokyo Olympics
Somero Enterprises (SOM) exp FY rev slightly ahead of, & EBITDA comfortably ahead of current market expectations.


Notes (do not rely on the data)
PURE: Price=297.15. Cap=550m. F/C for current FY*: EPS=7.8, Prospective PE=38.1, Revenue=149.31m.
PureCircle along with its subsidiaries is engaged in the production, marketing and distribution of of natural ingredient including sweeteners and flavors.
TNI: Price=100.24. Cap=284m. F/C for current FY*: EPS=36.8, Prospective PE=2.7, Revenue=720.80m.
Trinity Mirror is a national and regional multimedia content publisher in the UK, comprising national and regional news brands across the country.
GAW: Price=784.5. Cap=251m. F/C for current FY*: EPS=57.94, Prospective PE=13.5, Revenue=131.60m.
Games Workshop Group PLC, together with its subsidiaries, is engaged in the design and manufactures miniature figures and games and distributes it through its own network of retail stores, independent retailers and direct via the internet and mail order.
CALL: Price=74. Cap=15m. F/C for current FY*: EPS=-0.2, Prospective PE=-370.0, Revenue=NA.
Cloudcall Group provides software and cloud services. The Company develops and provides a suite of cloud based software products and services for organisations to use their communications more effectively.
EMAN: Price=104.65. Cap=65m. F/C for current FY*: EPS=1, Prospective PE=104.7, Revenue=NA.
Everyman Media Group and its subsidiaries are engaged in the ownership and management of cinemas in the United Kingdom. The Company operates the cinemas under the Everyman brand.
TUNE: Price=213.5. Cap=123m. F/C for current FY*: EPS=12.76, Prospective PE=16.7, Revenue=NA.
Focusrite is a music and audio products company supplying hardware and software products used by professional and amateur musicians. It has two brands, namely Focusrite and Novation.
HAT: Price=280. Cap=104m. F/C for current FY*: EPS=20.9, Prospective PE=13.4, Revenue=NA.
H&T Group is engaged in the business of pawnbroking, gold purchasing, retail of jewellery, cheque cashing, unsecured lending, Foreign Exchange and Personal Loans.
PGH: Price=370. Cap=113m. F/C for current FY*: EPS=21.9, Prospective PE=16.9, Revenue=91.50m.
Personal Group Holdings is engaged in transacting employee benefits related business, including short term accident and health insurance and financial services in the UK.
HWG: Price=96.4. Cap=284m. F/C for current FY*: EPS=-0.04, Prospective PE=-2410.0, Revenue=9.20m.
Harworth Group PLC, formerly Coalfield Resources is engaged in regenerating former colliery sites and other brownfield land.
RWA: Price=364.6. Cap=279m. F/C for current FY*: EPS=22.71, Prospective PE=16.1, Revenue=947.41m.
Robert Walters is a professional recruitment consultancy with a clear differentiation based on the quality of service delivered to its clients and its candidates. The Company recruits permanent, contract and interim recruitment markets.
SIS: Price=82.15. Cap=36m. F/C for current FY*: EPS=-2.7, Prospective PE=-30.4, Revenue=NA.
Science in Sport is a sports nutrition company that develops, manufactures and markets sports nutrition products for professional athletes and sports enthusiasts.
SOM: Price=234.75. Cap=135m. F/C for current FY*: EPS=18.87, Prospective PE=12.4, Revenue=76.70m.
Somero Enterprises Inc designs, manufactures and sells equipment that automates the process of spreading and leveling volumes of concrete for commercial flooring and other horizontal surfaces, including paved parking lots.

* 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
Posts: 39
Joined: November 4th, 2016, 2:45 pm

Re: Mr's Smallcap Sweeps for Jan 2017

Postby MrContrarian » January 12th, 2017, 8:30 am

Smallcap Sweep. 12-Jan-17

AO World (AO.) Q3 trading: exp " full year to fall within the guidance previously given but remain cautious about the final quarter given the uncertain UK economic outlook, currency impacts on supplier pricing and the possible effect on consumer demand."
Bango (BGO) FY trading. Rev £2.6m (F/C £2.5m). Costs in line with expectations at around £5m + exceptional of £0.3m as expected.
"Robinson (RBN) exp FY rading profits slightly below market expectations. Received outline planning permission to develop the surplus 15 acre Boythorpe Works and 8 acre Walton Works sites in Chesterfield"
Aukett Swanke Group (AUK) FY to end Sept: Profit before tax below target at £0.9m. It's taken 3 months to work that out and tell holders? "2017 will see a period of consolidation of our recent additions in order to benefit the Group over the longer term."


Notes (do not rely on the data)
AO.: Price=173.36. Cap=731m. F/C for current FY*: EPS=-1.26, Prospective PE=-137.6, Revenue=720.76m.
AO World is an online retailer of domestic appliances. The Company sources, sells and delivers domestic appliances, including washing machines, and washer dryers as well as small domestic appliances including vacuums, and floor cleaners.
BGO: Price=87. Cap=58m. F/C for current FY*: EPS=-7.33, Prospective PE=-11.9, Revenue=2.70m.
Bango is an investment holding company. The Company develops, markets, and sells technology for mobile phone users. Its product line include Bango Payment Platform.
RBN: Price=136.33. Cap=23m. F/C for current FY*: EPS=10.7, Prospective PE=12.7, Revenue=29.20m.
Robinson is a manufacturer of plastic and paperboard packaging, predominately serving the food, household, drink, confectionery, cosmetic and toiletry sectors.
AUK: Price=3.2. Cap=5m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Aukett Swanke Group provides architectural, interior design and related services to a variety of clients including property developers, owner occupiers and governmental organizations in the United Kingdom and overseas.

* 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
Posts: 39
Joined: November 4th, 2016, 2:45 pm

Re: Mr's Smallcap Sweeps for Jan 2017

Postby MrContrarian » January 13th, 2017, 7:52 am

Smallcap Sweep. 13-Jan-17

Lavendon Group (LVD) FY trading will beat exp
Iofina PLC (IOF) H2 iodine prod poor as exp. 2016 total 474.2 MT. 2017 guidance 235 - 255 MT.
Countrywide (CWD) FY trading: EBITDA for 2016 is expected to be in line with market expectations. Expect full year 2016 market volumes to reflect a drop of circa 6% on 2015 levels. "Our Retail and London divisions were impacted by the lower market volumes which were partially offset by a strong performance from our Lettings business."


Notes (do not rely on the data)
LVD: Price=264.5. Cap=450m. F/C for current FY*: EPS=18.68, Prospective PE=14.2, Revenue=266.87m.
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.
IOF: Price=9.69. Cap=13m. F/C for current FY*: EPS=-2.7, Prospective PE=-3.6, 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.
CWD: Price=170.06. Cap=368m. F/C for current FY*: EPS=50.43, Prospective PE=3.4, Revenue=712.13m.
Countrywide operates as a residential estate agency and property services provider. The company along with its subsidiaries offers estate agency and lettings services, together with a range of complementary services.

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

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

@MrContrarian

MrContrarian
Posts: 39
Joined: November 4th, 2016, 2:45 pm

Re: Mr's Smallcap Sweeps for Jan 2017

Postby MrContrarian » January 16th, 2017, 8:19 am

Smallcap Sweep. 16-Jan-17

Ingenta (ING) exp to exceed FY market expectations for EBITDA and cash
Horizon Discovery Group (HZD) extension of key CRISPR license and £500k grant. "Bioproduction was only a small part of Horizon's portfolio at the time of our IPO, however the business has since outperformed expectations, becoming a significant source of growth and is an important part of our business plan going forward."
Panmure Gordon (PMR) CFO leaving in March.
Michelmersh Brick (MBH) Agrees sale of 25 acre site at Chesham in Buckinghamshire for landfill for £2.68m, £1m over NAV after costs. Completion will take place within 10 days of transfer of the Landfill Permit, which given current guidelines, is likely to be towards the end of H1 2017. Exp FY performance in line plus cash above F/C.
Castleton Technology (CTP) COO resigns with immed effect. Amicable."Davinder was originally only due to stay with her company Documotive for a few months following its acquisition. I'm delighted she agreed to stay longer, becoming our COO."
Wandisco (WAND) Q4 bookings up 97%, a slowdown fron Q3 growth but still 74% up QoQ. Cash burn reduced to $200k."We have begun 2017 with a strong new business pipeline and a significantly reduced cost base, which together, will further our progress towards profitability."
Goals Soccer Centres (GOAL) FY trading. LFL sales up 0.6%, broadly in-line with market expectations. Keith Rogers, President of Goals US, resigns with immed effect.
Vislink (VLK) stumbles again as recent $16m disposal hts snag. Co will get only $6.5m immed, rest in 45 days, promise. Bargepole.


Notes (do not rely on the data)
ING: Price=175. Cap=30m. F/C for current FY*: EPS=2.8, Prospective PE=62.5, Revenue=NA.
Ingenta along with its subsidiaries provides digital content solutions covering publishing process as content systems, audience development & content delivery software & services to publishers, information providers & academic libraries.
HZD: Price=178. Cap=169m. F/C for current FY*: EPS=-10.33, Prospective PE=-17.2, Revenue=NA.
Horizon Discovery Group is a life science company supplying research tools to organizations engaged in genomics research and the development of personalized medicines.
PMR: Price=70. Cap=11m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Panmure Gordon & Co provides corporate and institutional investment banking and stockbroking services. The Company's UK business is conducted through one regulated operating subsidiary, Panmure Gordon (UK) Ltd.
MBH: Price=50.3. Cap=41m. F/C for current FY*: EPS=4.6, Prospective PE=10.9, Revenue=31.30m.
Michelmersh Brick Holdings is engaged in the management and administration of its subsidiary companies. The main activity of the subsidiary companies is to manufacture bricks, with one subsidiary operating a landfill site.
CTP: Price=59. Cap=47m. F/C for current FY*: EPS=4.1, Prospective PE=14.4, Revenue=NA.
Castleton Technology provides consultancy and support services to enterprise applications for owned and third party software applications.
WAND: Price=256. Cap=94m. F/C for current FY*: EPS=-47.27, Prospective PE=-5.4, Revenue=NA.
Wandisco is a provider of collaboration software to the software development industry. The Company's is provider of data replication technology helping distributed organisations for storage, performance and availability of both data and applications.
GOAL: Price=104. Cap=78m. F/C for current FY*: EPS=10.06, Prospective PE=10.3, Revenue=34.00m.
Goals Soccer Centres is engaged in the operation of outdoor soccer centres. The Company is the operator of 'next generation' 5-a-side soccer centres in UK and Los Angeles, USA.
VLK: Price=17. Cap=21m. F/C for current FY*: EPS=-1.38, Prospective PE=-12.3, Revenue=NA.
Vislink is a provider of communication technologies and solutions. The Company is engaged in the collection, delivery and management of live video and associated data, from scene to screen.

* 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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