Mr's Smallcap Sweeps for Jan 2017

[MrContrarian]

Smallcap Sweep. 02-Feb-17

Ilika (IKA) £365k grant funded work to further develop photonic materials and processes for Hard Disk Drives. It is one of the three grant awards referred to in November RNS; no value prev stated.
Anpario (ANP) FY trading. Rev in line but investment in new direct operations in key target markets to drive global and regional development opportunities has resulted in exceptional costs. No fig for this.
RM2 International (RM2) "BlockPal pallets have been approved by one of the largest US retailers for use by its suppliers, effective from 1 February 2017. The Board is highly encouraged by this development"


Notes (do not rely on the data)
IKA: Price=47.5. Cap=37m. F/C for current FY*: EPS=-2.28, Prospective PE=-20.8, 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.
ANP: Price=285. Cap=64m. F/C for current FY*: EPS=16.03, Prospective PE=17.8, Revenue=24.50m.
Anpario and its subsidiaries produces and distributes natural feed additives for animal health, hygiene and nutrition. Its brands include Kiotechagil, Meriden, Optivite and Vitrition.
RM2: Price=27.6. Cap=111m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
RM2 International SA along with its subsidiaries is engaged in manufacturing, selling and leasing of shipping pallets and provides related logistical services.

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

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

@MrContrarian

[MrContrarian]

Smallcap Sweep. 03-Feb-17

Oakley Capital (OCL) FY trading. NAV £2.33 - £2.35/sh (£2.00).
Johnston Press (JPR) FY trading broadly in line with the Board's expectations. "Q4 total revenues1 were up 1% compared to the equivalent quarter last year, driven by a strong performance from the i as well as other key titles such as The Yorkshire Post. This compares to a 5% decline in Q3, in the immediate aftermath of the Brexit vote."
Zamano (ZMNO) warns. Payforit and similar move in Ireland "will prevent the Company from maintaining a cashflow positive trading position going forward. In light of this the Board believes that it is necessary for the Company to take the decision to formally wind down the existing business lines in order to protect the cash position on the balance sheet. The Board is also currently considering alternative strategic options that are being assessed. It is anticipated that such options would require shareholder approval and, accordingly, the Company will update the market in due course on the alternative options. In the absence of a timely strategic alternative, the Company will look to monetise its UK/Irish listing and make a distribution back to shareholders."
Haydale Graphene Industries (HAYD) H1 trading. Warns on FY rev, ""Whilst the slower than originally anticipated development towards commercial sales affects our short-term revenues, continued development of the next generation commercial products provides us with significant confidence for the longer-term..."
CORETX Holdings (COR) fy TRADING broadly in line with expectations with revenues APPROX £43.5 million and trading EBITDA in the region of £5.9m.
Applegreen (APGN) CFO leaving in June.


Notes (do not rely on the data)
OCL: Price=164. Cap=341m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
JPR: Price=16. Cap=17m. F/C for current FY*: EPS=20.21, Prospective PE=0.8, Revenue=228.31m.
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.
ZMNO: Price=3.47. Cap=3m. F/C for current FY*: EPS=NA, Prospective PE=NA, Revenue=NA.
Zamano is involved in the provision of mobile data services and technology in the United Kingdom, Ireland, Australia, and Eastern Europe. The Company facilitates communication and interaction between businesses and consumers.
HAYD: Price=167. Cap=29m. F/C for current FY*: EPS=-9.8, Prospective PE=-17.0, Revenue=NA.
Haydale Graphene Industries is engaged in the research and development, manufacturing and sale of surface functionalized graphene poducts.
COR: Price=29.9. Cap=58m. F/C for current FY*: EPS=1.14, Prospective PE=26.2, Revenue=NA.
CORETX Holdings provides end-to-end technology services. It offers cloud services, data centre services, managed services, network services and professional services.
APGN: Price=415. Cap=378m. F/C for current FY*: EPS=18.54, Prospective PE=22.4, Revenue=NA.
Applegreen is an Irish owned and led retail petrol forecourt operator. It operates approximately 200 sites located in Ireland, United Kingdom, and United States.

* 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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