Donate to Remove ads

Got a credit card? use our Credit Card & Finance Calculators

Thanks to johnstevens77,Bhoddhisatva,scotia,Anonymous,Cornytiv34, for Donating to support the site

MrC's Smallcap Sweeps for July 2021

Discuss Stock buying Shares, tips and ideas for stock market dealing
MrContrarian
Lemon Quarter
Posts: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

MrC's Smallcap Sweeps for July 2021

#423874

Postby MrContrarian » July 1st, 2021, 7:43 am

Smallcap Sweep. 01-Jul-21
Biome bio-degrades expectations

Headlam (HEAD) YTD rev in line with 2019 having been slightly below for the four months to 30 April. [SP=438 Cap=373m]
Biome (BIOM) warns FY21 & 22 rev materially below market expectations. The customer for compostable coffee-pod filtration material has a problem in its factory which will cause months delay entering production. Will have a significant impact on growth in the nearer term. Also shipping delays "are now proving a significant constraint on the division's ability to quickly undertake the multiple development iterations that are required to support growth with new customers." RF div trading OK. [SP=473.1 Cap=18m]
ATLAS Mara (ATMA) trading halted due to failure to publish FY accounts. Blames ongoing strategic review and engagement with the creditors. [SP=0.43 Cap=64m]
Xeros Technology (XSG) co-operation agreement with Hanning Elektro-Werke to test and market XFiltra to domestic washing machine manufacturers. Hanning is a leading manufacturer of component parts for major industries. [SP=231.2 Cap=55m]
Petards (PEG) £0.5m contract to supply ProVida systems to a new overseas customer. Delivery H2 2021. [SP=12.11 Cap=7m]
Sareum (SAR) top-line results from SDC-1801 covid treatment project confirm initial encouraging results reported. [SP=5.75 Cap=192m]
Genedrive (GDR) good progress with rapid covid test. "In contrast to many competitor products, the test targets two genes of the SARS-CoV-2 genome, and is shown to be inclusive of all current Variants of Concern." [SP=56.75 Cap=36m]
Revolution Bars (RBG) guides FY(July) ahead of mgmt expectations with EBITDA loss (pre IFRS16 adjustments) c.£12.5m. Rev since indoor re-opening down 14% from 2019. Co "confident that significant further pent up demand exists and therefore further strong trading is anticipated" [SP=21.25 Cap=49m]
Zoetic (ZOE) $0.72m order from US distributor. Chill website UK launch. [SP=52 Cap=110m]
AO World (AO.) FY(Mar) rev up 62% in line. EPS 3.73p (0.21p). Outlook - "We have started the new financial year well and remain prudently optimistic that we will be able to deliver double digit growth as we lap the strong Covid performance comparatives." [SP=253 Cap=1213m]
Cambridge Cognition (COG) Spin-out of 63% of Monument Therapeutics which gets £2.6m in funding from a consortium of investors. Monument is a drug development company applying digital phenotyping to central nervous system disorders. [SP=165 Cap=51m]
Gresham House Energy Storage Fund (GRID) £100m placing at 112p, a 7% discount, to finance projects. [SP=120.91 Cap=421m]

In line: ALT
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#424112

Postby MrContrarian » July 2nd, 2021, 7:33 am

Smallcap Sweep. 02-Jul-21


Microsaic (MSYS) development and demonstration of the first, real-time monitoring Process Analytical Technology solution for the on-line production of biotherapeutic drugs such as vaccines and anti-cancer treatments. "We are not aware of any other technology that can simultaneously analyse small and large molecules as part of on-line production.." [SP=0.22 Cap=13m]
Diurnal (DNL) receives UK Marketing Authorisation for Efmody as treatment for the rare condition congenital adrenal hyperplasia. [SP=63.67 Cap=107m]
All Active Asset Capital (AAA) £150m placing at 80p, a 50% premium to pre-suspension price, "to pay the subscription money due following the exercise of the remaining balance of €119m of the AAQUA Option and to provide growth and working capital". Proposes leaving AIM and listing on an international exchange in due course. Co doesn't need to cancel AIM list to list on another exchange. [SP=53 Cap=5m]
Distribution Finance Capital (DFCH) Q2 new loan origination over £295m (£115m) but loan book flat at £166m. Blames "increasing commodity prices and a knock-on impact on their supply chains. Manufacturer production levels are exceptionally high, however the achievement of projected delivery dates have been materially impacted." Expects growth to normalise through H2. [SP=59 Cap=109m]
e-therapeutics (ETX) milestone payment from Galapagos. No £££. [SP=22.1 Cap=114m]
GYG (GYG) 3 week extension to PUSU offer deadline. [SP=85.1 Cap=40m]


Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#424847

Postby MrContrarian » July 5th, 2021, 7:26 am

Smallcap Sweep. 05-Jul-21


Intercede (IGP) Q1 sees orders from 6 new customers worth over £600k. [SP=102.48 Cap=59m]
Eden Research (EDEN) bionematicide, Cedroz, authorised in Morocco and biofungicide, Mevalone, authorised in Romania. [SP=10.9 Cap=41m]
BATM Advanced Communications (BVC) $10m defence order for an advanced cyber security solution; expected to complete in 2023.. [SP=92 Cap=407m]
Restore (RST) trading continued to strengthen in H1. Q2 ahead of mgmt expectations. Will resume progressive dividend policy. [SP=391 Cap=534m]
Franchise Brands (FRAN) guides FY(Dec) at least in line with market expectations . [SP=149 Cap=144m]
Lok'nStore (LOK) Significant development of new store pipeline, will result in 51 stores. Will be funded from revolving credit facility, operating cash flow, and proceeds of sale of surplus land. [SP=650 Cap=193m]

In line: TRT
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#425132

Postby MrContrarian » July 6th, 2021, 7:46 am

Smallcap Sweep. 06-Jul-21
QBT bandwaggon bonanza

Water Intelligence (WATR) wins "Preferred Contractor" status from US insurer, its broadest yet. [SP=874.5 Cap=135m]
Ten Lifestyle (TENG) 3 year contract with a leading credit card issuer in the APAC region. Also gets multi-year extension of a Medium contract in the APAC region. "These contract wins are incorporated within the Group's existing growth plan." [SP=104 Cap=85m]
Microsaic Systems (MSYS) H1 rev up 52% on 2019. CEO ""thrilled to report this transformational performance". [SP=0.25 Cap=15m]
Gresham Technologies (GHT) guides H1 rev up 19% and LFL up 14%. Confident of achieving FY market expectations. [SP=155.55 Cap=130m]
Mattioli Woods (MTW) guides FY(May) rev up 7%, profit in line with mgmt exp. [SP=740 Cap=335m]
Xeros Technology (XSG) agreements with two domestic washing machine manufacturers to test and trial the microfibre filtration technology, XFiltra. Expect completion by the end of Q1 2022. [SP=231.3 Cap=55m]
Churchill China (CCH) May and June rev recovered to 2019 levels, good forward order book. Interim dividend of 6.7p. [SP=2635 Cap=9617m]
Argo Blockchain (ARB) June mining revenue falls to £4.36m (May: £5.51m). Exploring a potential secondary listing on NASDAQ. [SP=128 Cap=489m]
Blackbird (BIRD) Univision has entered into a multi-year deal to deploy Blackbird to drive large-scale video production efficiencies across its streaming and digital media operations. [SP=29.98 Cap=101m]
Ridgecrest (RDGC) the cash sell plans RTO of Blue Air, a Romanian low-cost airline. Coincidentally (hah!) RTO deadline hit today and shares suspended. [SP=1.1 Cap=1m]
Quantum Blockchain Technologies (QBT) Achieves a new high watermark of promtion as it deploys a whole waggon-train of bandwaggons. crypto mining, Quantum Computing Cryptography, the cloud and AI. What's not to like? Here's a taste: "QBT will access D-Wave’s quantum-classical hybrid solvers, which leverage both quantum solutions ...With real-time access to quantum computers via the cloud, QBT aims to transform classic computing cryptography algorithms, such as the one used for Bitcoin mining, in quantum computations, or quantum-classic hybrid computations." [SP=1.06 Cap=10m]
Ilika (IKA) FY. Possible equity raise to scale-up of its Goliath battery technology. [SP=197.5 Cap=275m]

In line: GTLY
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#425418

Postby MrContrarian » July 7th, 2021, 7:44 am

Smallcap Sweep. 07-Jul-21
17 companies today

K3 Capital (K3C) £10m placing at 340p, a 1% premium, to fund acquisitions. [SP=336.3 Cap=232m]
Woodbois (WBI) guides H1 rev up 22%, constrained by freight constraints as warned. "Once the freight industry normalises, which experts have forecast for later this year / early 2022, the Company expects a step change in pace of revenue growth as well as further margin improvement." [SP=4.6 Cap=85m]
Somero (SOM) guides FY(June) rev c.£110m and adj EBITDA c.$35m up from guided $100m and $31m."This higher than anticipated momentum is carrying over to begin H2 2021, with customer workloads at high levels and project backlogs extending into 2022." [SP=434 Cap=243m]
Robert Walters (RWA) guides FY(Dec) profit significantly ahead of June guidance. Q2 net fee income up 31%. [SP=714 Cap=545m]
Sabien Technology (SNT) FY(June) rev up 116% at £0.97m. "Executing an expansion strategy via acquisition can be challenging and expensive due to necessary market regulation. The Board will not be deterred by these challenges, and we are actively considering innovative structures within which to maximise the returns to shareholders as soon as possible while minimising execution expenses." [SP=21 Cap=3m]
7digital (7DIG) wins 2 year contracts with fitness companies Barry's and Volava. Np £££. [SP=0.99 Cap=27m]
Cohort (CHRT) wins order worth over €49m from Italian Navy. ""This is a major achievement for ELAC SONAR and its first major contract win since becoming part of Cohort in December." [SP=575 Cap=236m]
MyHealthChecked (MHC) guides H1(June) rev £3.27m (de minimis). "Whilst customer discussions are ongoing and there is still no certainty over ongoing volumes of sales, it is likely that these increased revenue levels will continue into the summer." [SP=3.51 Cap=26m]
Accesso Technology (ACSO) guides FY rev over $100m, significantly ahead of expectations. "Group's confidence in its future growth trajectory is also bolstered by a significant uptick in demand from potential customers who are looking to introduce technology upgrades as part of their pandemic recovery initiatives. To capture this long-term revenue opportunity, the Group is currently deploying additional resources across technology implementation, product development and customer support. While these investments will have a limited impact on Cash EBITDA in 2021, their full annualised effect will be felt in the 2022 financial year." [SP=590 Cap=243m]
Brave Bison (BBSN) guides FY(Dec) above market expectations after H1 rev rose 33%. [SP=1.64 Cap=10m]
Galliford Try (GRFD) gets into Scottish Water £350m 6 year framework. [SP=NA Cap=NA]
Tribal (TRB) signs first two customers for its newly launched cloud-based Tribal Admissions module. Trading in line. [SP=100.43 Cap=210m]
Ten Entertainment (TEG) LFL rev up 23% in the first six weeks of opening cf 2019. [SP=246 Cap=168m]
KKV Secured Loan Fund (KKVL) will return 3p/sh to Ords and 7p to C Shareholders. [SP=16.98 Cap=108m]
Seeing Machines (SEE) agreement with Airservices Australia to integrate SEE's technology into the Air Traffic Control environment. Initial work worth A$250K. "This collaboration will launch Seeing Machines' capability into the highly regulated and safety critical console-based environment " [SP=10 Cap=380m]
Steppe Cement (STCM) guides H1 rev up 22% (in Tenge) on vol up 10%. [SP=50.5 Cap=110m]

In line: WIN
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#425756

Postby MrContrarian » July 8th, 2021, 7:28 am

Smallcap Sweep. 08-Jul-21


Equals (EQLS) H1(June) rev up 21%. "Highly confident about the revenue prospects." [SP=46.5 Cap=83m]
Avingtrans (AVG) guides FY(May) at least in line with market expectations. [SP=421.88 Cap=135m]
InnovaDerma (IDP) guides FY(June) rev at least £10.2m, broadly in line with expectations. Trading EBITDA before accounting changes also broadly in line. CItes poor weather in April and May. [SP=38.5 Cap=11m]
Air Partner (AIR) expects to beat mgmt exp for FY(Jan 22). Now trading well ahead of pre-COVID levels. [SP=81 Cap=51m]
Surface Transforms (SCE) guides H1(June) rev up 34%, exceeding managements' original (when?) expectation. Co still expect to announce significant further contract wins with both new and existing OEM customers this FY. [SP=59 Cap=115m]
Active Energy (AEG) AGM stmt "The level of new customer enquiries, both from within North America and internationally, within the last month is extremely encouraging for the future commercial prospects of CoalSwitch." [SP=0.65 Cap=25m]
Deltex Medical (DEMG) guides H1(June) rev £1.1m (£1.2m). "Given the subdued state of the Group's core elective surgery market, combined with ongoing challenges associated with Deltex Medical's clinical educators visiting key accounts, we are pleased that overall revenues held up reasonably well in the first half." [SP=1.6 Cap=10m]
Mode Global (MODE) has now formally signed with THG. "Mode will be available to use when paying at THG brands starting from the end of Q3 2021, enabling shoppers to make instant payments using QR codes or the "Pay with Mode" button and earn Bitcoin rewards." [SP=42.71 Cap=39m]

In line: DXRX, MPAC, YU., HYVE
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#426018

Postby MrContrarian » July 9th, 2021, 7:35 am

Smallcap Sweep. 09-Jul-21


Open Orphan (ORPH) wins 'significant 'HRV & Influenza human challenge study contract. No £££. CO was "solidly EBITDA profitable in H1 2021 and we remain on target for a profitable and successful 2021." [SP=25 Cap=168m]
Dekel Agri-Vision (DKN) guides H1 significantly up on 2020's €15.4m rev, €1.9m EBITDA and €0.4m net profits. [SP=NA Cap=NA]
MJ Gleeson (GLE) guides FY(June) marginally ahead of market expectations and in line with 2019. [SP=870 Cap=507m]
Bidstack (BIDS) exclusive partnership with Belgrade-based Nordeus, best known for its flagship game, Top Eleven, the world's most successful mobile football management game. [SP=2 Cap=8m]
Cambridge Cognition (COG) £1m contract as the cognitive assessment partner for late phase cancer trial. [SP=163 Cap=51m]
Chamberlin (CMH) expects a return to profitability this FY as it recovers from BorgWarner contract loss. "We have already received considerable interest in our growing gym equipment range and now are preparing to launch a range of premium quality cast iron cookware for distribution across Europe." [SP=10.5 Cap=7m]
Senior (SNR) which recently rebuffed a 200p offer guides H1(June) rev down 13%, ahead of management expectations. Also expects FY slightly ahead of management expectations. [SP=160 Cap=671m]
Ilika (IKA) £24.7m placing and PrimaryBid offer at 140p, a nasty 30% discount, even though it's only 9% of capital. Needed to support the development of Ilika's solid-state electric vehicle pouch cells and to keep the lights on as it never make any money. [SP=200 Cap=278m]


Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#426900

Postby MrContrarian » July 12th, 2021, 7:39 am

Smallcap Sweep. 12-Jul-21


Good Energy (GOOD) 340p offer (11% premium) from Ecotricity rejected. This is the third offer by Ecotricity. [SP=307.5 Cap=51m]
Journeo (JNEO) £0.5m order from Abellio within framework. [SP=100 Cap=9m]
Mobile Streams (MOS) £480k contract over 4 years for the use of Streams data platform. [SP=0.26 Cap=6m]
Secure Trust Bank (STB) guides FY(Dec) pretax materially ahead of market expectations of £26.4m to £36.8m, and above the top figure. [SP=1030 Cap=192m]
Distil (DIS) guides Q1 rev up 10%. "The figures are particularly encouraging as we are lapping the unprecedented first quarter in 2020." [SP=2.37 Cap=12m]
Science (SAG) ups H1(June) rev guidance to £40m and adj op profit to over £7m. [SP=401.55 Cap=165m]
Charles Stanley (CAY) FuM up 6% over recent Q. Rev up 8% yoy - "good forward momentum". [SP=351.67 Cap=185m]
Photo-Me (PHTM) H1(Apr) rev up 3.4%, EPS 2.49p (-5.64p). Co "confident of a return to our fundamentals more quickly than previously expected, unless the COVID situation presents new difficulties." [SP=71.6 Cap=271m]
Norman Broadbent (NBB) CEO leaves immediate effect. He is thanked. [SP=7 Cap=4m]

In line: QUIZ, CPP
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#427250

Postby MrContrarian » July 13th, 2021, 7:48 am

Smallcap Sweep. 13-Jul-21
Lots of beats

Zoo Digital (ZOO) FY(Mar) rev up 33%, op profit $1 (-$0.6m) but pretax -$3.6 (breakeven) after non-cash fair value movement on embedded derivative of $3.5m. Outlook: "Trading in the first quarter of FY22 has been strong and ahead of the prior year period. Based on current visibility, we expect to deliver significant growth in the first half of FY22." [SP=125.58 Cap=102m]
eEnergy (EAAS) guides FY(June) in line and FY22 rev materially ahead of market expectations but FY22 adj pretax c.10% below market expectations because it has "brought forward investment in group management capability alongside investing in the development of MyZeERO, as well as committing to additional sales and marketing expense." [SP=20.64 Cap=51m]
Craneware (CRW) guides FY(June) rev up >5% and adj EBITDA >6%. Outlook: "New Sales of approximately 40% to over $42m (FY20: $30.4m). In accordance with Craneware's revenue recognition policy, the majority of the revenue resulting from both new sales and existing contract renewal will be recognised over future period." [SP=2180 Cap=714m]
Vianet (VNET) AGM stmt: Q1 profits higher than anticipated. Both divisions expected to return to more normal trading during H2. [SP=102.08 Cap=30m]
DP Poland (DPP) June Dine-in business up 25% but down 24% on 2019. LFL System sales up 5% but down 2% on 2019. [SP=8.44 Cap=49m]
Hotel Chocolat (HOTC) guides FY(June) underlying pretax higher than its previous expectations. Rev up 21% and 24% on 2019. [SP=374 Cap=471m]
ECSC (ECSC) guides H1(june) rev up 15% to £3m. [SP=81.6 Cap=8m]
Smiths News (SNWS) guides FY(Aug) adj EBITDA ahead of market expectations with footie giving a one-off benefit of c. £1m. [SP=42.5 Cap=105m]
City of London Investment Group (CLIG) guides FY(June) EPS up 30% and final div 22p up 10%. [SP=540 Cap=274m]
Kier (KIE) guides FY(June) moderately ahead of mgmt expectations. "Group is confident that it now has the platform to achieve its medium-term targets of: Revenue: £4.0 - 4.5bn; Adjusted operating profit margin: c. 3.5%; Cash conversion of operating profit: c. 90%." [SP=129.8 Cap=579m]
Circassia (CIR) guides FY(Dec) EBITDA ahead of market expectations. H1 rev up 27%. [SP=30 Cap=125m]
Renold (RNO) £11m contract over 8 years from the Royal Navy. [SP=23 Cap=52m]
Proton Motor Power (PPS) wins a fifth order from GKN Powder Metallurgy. No £££. [SP=51.4 Cap=398m]
EMIS (EMIS) guides H1(June) slightly ahead of mgmt expectations. [SP=1196 Cap=757m]
Omega Diagnostics (ODX) FY(Mar) rev £8.7m, broadly in line. [SP=47.5 Cap=87m]

In line: SYM, EBQ
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#427551

Postby MrContrarian » July 14th, 2021, 7:57 am

Smallcap Sweep. 14-Jul-21
23 companies today

Open Orphan (ORPH) €900k contract win. [SP=25.25 Cap=169m]
Avon Rubber (AVON) becomes Avon Protection. [SP=2494 Cap=774m]
Symphony Environmental Technology (SYM) FDA approval for d2p antimicrobial food contact technology, for a much greater loading of the d2p technology, and also wider use. "We are confident of announcing the start of commercial sales during this year and in the medium term, generating significant revenues from d2p treated films." [SP=19.03 Cap=34m]
7digital (7DIG) wins contract extension to 2023 with its global technology company customer. [SP=0.93 Cap=25m]
Water Intelligence (WATR) $9.5m placing at 920p, a 2% discount, for working capital to fuel further momentum in growth. [SP=935 Cap=145m]
Avacta (AVCT) gets ISO 13485 certification so its CE mark for the AffiDX® SARS-CoV-2 antigen lateral flow test can be transferred to Avacta from its partner, Mologic, [SP=135.5 Cap=344m]
Allergy Therapeutics (AGY) guides FY(June) rev £84.3m, ahead of market expectations, up 8% (6% constant currency basis). Expenses significantly lower than expectations due to covid. [SP=25 Cap=160m]
Alpha FX (AFX) guides FY(Dec) above expectations as H1 rev rose 89%. [SP=1545 Cap=633m]
SIG (SHI) guides FY(Dec) op profit ahead of previous forecasts as H1 U/L op profit hits c. £13.5m, better than previous expectations. [SP=47.92 Cap=566m]
Kanabo (KNB) medicinal cannabis cartridges will be available shortly for UK patients. "This delivery will fulfill Kanabo's key milestone of the 'Sale of the Company's Medical Cannabis Products in a Primary Market'." [SP=16.01 Cap=59m]
Numis (NUM) Q3 rev over £50m, slightly lower than the H1 run rate, but up on 2020. "We look forward to reporting a record performance for the full year." [SP=371.5 Cap=400m]
Kromek (KMK) wins new contracts and repeat orders across all of its target segments: £173k nuclear detection, $84k repeat order in medical imaging, $250k insecurity and £349k in biological-threat detection. [SP=16.24 Cap=70m]
Fulcrum Utility Services (FCRM) £4.9m multi-utility infrastructure contract for a major new employment park. [SP=31 Cap=69m]
Good Energy (GOOD) defends rejection of 340p offer. [SP=321 Cap=53m]
Mission Group (TMG) guides H1(June) rev up 9% and op profit £2m (-£1.8m), ahead of the Board's expectations. [SP=74 Cap=67m]
Intelligent Ultrasound (IUG) guides H1(June) rev up over 40%, mainly due to the simulation division. Op loss £2.3m (£2m) due to planned increases in R&D, office and warehouse expansion. "2021 is therefore expected to be a year where we will continue to invest heavily in R&D, but also focus on generating the compelling key opinion leader study data..." [SP=14.66 Cap=39m]
Portmeirion (PMP) guides H1(June) rev up 34% and up 6% LFL at const FX on 2019. "We have a strong global order book going into our important second half trading period. Whilst we remain cognisant of the ongoing supply chain-related challenges, we remain confident of the trading outlook for the rest of FY21." [SP=668.9 Cap=94m]
Finsbury Food (FIF) guides H2(June) rev up 9% and FY up 2%, almost at pre-pandemic level. "Assuming trading conditions continue to normalise, we are confident in our ability to make further progress in the current financial year." [SP=91 Cap=119m]

In line: AREC, SIS, DPEU, MCB, IQE
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#427796

Postby MrContrarian » July 15th, 2021, 7:46 am

Smallcap Sweep. 15-Jul-21


Glanbia (GLB) hikes FY(Jan) adj EPS growth to 17-22% at const FX (from 6-12%). Cites "very strong demand, in the second quarter in particular, across both Performance Nutrition and Nutritional Solutions." [SP=14.05 Cap=4105m]
Immedia (IME) termination of RTO talks with Sprift Technologies Ltd and lifting of suspension. Board continues to consider divestment options for its main trading subsidiary, Immedia Broadcast. Secured loan of £900k to Spirity repayable within 12 months. "The Directors currently believe that Sprift will be able to repay the Loan in accordance with its terms, but this may be dependent on its future trading performance and its ability to secure additional working capital funding as and when required." Oh dear. [SP=25 Cap=9m]
Maestrano (MNO) guides FY(June) rev up 92% but pretax loss £1.3m up 31%. "The board is delighted to see these excellent results and the underlying growth trajectory. We will continue to invest in R&D to maintain our lead in end-to-end LiDAR+AI solutions." [SP=11.5 Cap=19m]
600 (SIXH) 2022 loan notes extended to Aug 2023. [SP=14.5 Cap=17m]
Bango (BGO) guides H1(June) rev up 49% and adj EBITDA over £2m(£1.1m). I line? "Bango enters the second half of 2021 with tremendous momentum across the business, enabling continued investment for future growth." [SP=223 Cap=169m]
Malvern (MLVN) AGM stmt: University Pathways deposits for the September intake of the 2021/22 academic year are currently up but restrictions in international travel will probably delays some student starts. Has "sufficient liquidity and flexibility to allow the Company to manage through the period of any further disruption caused by Covid, and to contribute to planned growth initiatives." [SP=0.25 Cap=5m]
Alumasc (ALU) guides FY(June) rev up 18% abnd U/L pretax ahead of mgmt expectations. Current trading in line. [SP=276 Cap=100m]
Gallifrod Try (GFRD) guides FY(June) pretax towards the upper end of forecasts. [SP=146.24 Cap=162m]
Darktrace (DARK) guides FY(June) rev up 40% and constant currency Annualised Recurring Revenue up at least 44%. Hikes FY22 rev guidance growth to 29-32% (previously 27-30%), Expects adj EBITDA margin 1-4%. [SP=577.5 Cap=4050m]
CyanConnode (CYAN) follow-on order from Thailand for 31,000 Omnimesh Modules and associated gateways. [SP=10.05 Cap=22m]
STV (STVG) H1(June) ad rev up 32%, ahead of expectations. Total TV viewing up 5%. Guideds July ad rev up 35-45%. [SP=356 Cap=166m]
Capital (CAPD) guides H1(June) rev up 52% and hikes FY rev guidance to $200-210m from $185-195m. [SP=77.6 Cap=148m]

In line: BRK, COST, GHE, IOF
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. I may have a position in any or all of the shares covered.

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

@MrContrarian

torata
Lemon Slice
Posts: 520
Joined: November 5th, 2016, 1:25 am
Has thanked: 202 times
Been thanked: 209 times

Re: MrC's Smallcap Sweeps for July 2021

#427958

Postby torata » July 16th, 2021, 1:44 am

MrContrarian wrote:Bango (BGO) guides H1(June) rev up 49% and adj EBITDA over £2m(£1.1m). I line? "Bango enters the second half of 2021 with tremendous momentum across the business, enabling continued investment for future growth." [SP=223 Cap=169m]

@MrContrarian


Thanks for these updates.
Did you mean "Inline?"

I'm umming and ahing over this share.

torata

MrContrarian
Lemon Quarter
Posts: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#427976

Postby MrContrarian » July 16th, 2021, 7:33 am

Smallcap Sweep. 16-Jul-21


Feedback (FDBK) first private business win for Bleepa for 20 of CVS's sites. "CVS have evidenced a real commitment to empower their vets..." Ugh. [SP=0.81 Cap=9m]
eve Sleep (EVE) guides H1(June) rev up 13%. "Marketing contribution [huh?] and EBITDA losses in line with management's expectations." Expects H2 rev in line. [SP=4.6 Cap=13m]
SigmaRoc (SRC) completes huge placing at 85p, a 5% discount, to fund acquisition of Nordkalk Oy Ab. [SP=89.5 Cap=250m]
Luceco (LUCE) hike FY(Dec) rev guidance to at least £220m (up 25%) and adj op profit at least £39m, ahead of current market expectations. H1 rev was 3% ahead of guidance. [SP=380 Cap=611m]
Renold (RNO) FY(Mar) rev in line. "Order books have continued to grow in the early part of the new financial year. Whilst there remains considerable Covid-19-related challenges in some parts of the world, with supply chain issues and rising costs, we are well placed to deal with these and our performance over the last 12 months gives me confidence that we will return to growth this FY." [SP=23 Cap=52m]
Learning Technologies (LTG) [last night] £82m placing at 192p, a 3% discount, to help fund acquisition of GP Strategies, a leading US listed provider of learning services and workforce transformation. [SP=198.2 Cap=1471m]

In line: BONH, RBGP, AMTE
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#428669

Postby MrContrarian » July 19th, 2021, 7:50 am

Smallcap Sweep. 19-Jul-21
BOOM offer may be a damp squib

Audioboom (BOOM) possible offer worth 1200p, a 37% premium. 200p + 12.5 All Active Asset Capital shares. Note offeror is planning to delist from AIM so what;s the offer worth then? [SP=887.9 Cap=139m]
Sensyne Health (SENS) update on strategy may dual-listing on Nasdaq. Co continues to explore strategic opportunities, including making acquisitions. [SP=140.5 Cap=232m]
Sumo (SUMO) rec offer by Teccent of 513p, a 43% premium. [SP=358 Cap=614m]
Ruffer Investment Company (RICA) guides FY(June) NAV 281.32p/sh, up 15.3%. Investment outlook: "A new inflationary regime" looks worth a read. [SP=287 Cap=593m]
Eagle Eye Solutions (EYE) guides FY(June) rev up 12%. Adj EBITDA up 28%, ahead of market expectations. [SP=533.05 Cap=141m]
Naked Wines (WINE) trading starts on US OTCQX Best Market, ticker "NWINF". [SP=820.12 Cap=600m]
Henry Boot (BOOT) guides FY ahead of mgmt exp after strong H1. [SP=261 Cap=348m]
Futura Medica (FUM) US over-the-counter approval a step closer as FDA has agreed to the design of the non-clinical, Human Factors Study for its erectile dysfunction treatment. [SP=41.25 Cap=118m]
Taylor Maritime Investments (TMIP) $75m placing at $1.15, a 2% premium, to acquire up to six Handysize vessels. [SP=84.65 Cap=NA]
Palace Capital (PCA) £3.7m property sale at 6% premium. [SP=272 Cap=123m]
APQ Global (APQ) book value $0.3389 = 24.53p/sh. [SP=13 Cap=10m]
Blackbird (BIRD) will trade on OTCQX Best Market from 28 July. [SP=30.54 Cap=103m]
Parsley Box (BOX) recent listing guides H1(June) rev up 26%. "As Covid-19 restrictions ease, shopping behaviours are beginning to normalise and this has had some impact on sales growth. However, the Board anticipates that this effect will be short term and is confident that the accelerated shift in consumer behaviour towards our direct-to-consumer model is permanent." [SP=NA Cap=NA]
DX (DX.) guides FY(July) adj pretax significantly above market forecasts of £10m - £10.3m. Cites outperformance at DX Freight. [SP=31.9 Cap=183m]
All Active Asset Capital (AAA) nomad resigns. due to a conflict of interest. It just made a rec offer for BOOM. [SP=53 Cap=546m]

In line: IQG, NET, CBP
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#428969

Postby MrContrarian » July 20th, 2021, 7:49 am

Smallcap Sweep. 20-Jul-21
22 companies covered

Midwich (MIDW) guides FY(Dec) rev and profit comfortably ahead of the top end of analyst expectations (£742.5-791.6m and £21.3-23.2m) after strong H1. [SP=526 Cap=467m]
Induction Healthcare (INHC) NHS Wales has renewed its existing contract with Attend Anywhere with an update and expansion of its current scope. Worth £1.6m with £1.2m this FY. [SP=68 Cap=63m]
Maestrano (MNO) contracts worth AUS$218k in Australia. [SP=10.5 Cap=18m]
Sanderson Design Group (SND) AGM stmt: guides H1(July) ahead of mgmt exp after strong performances from manufacturing, the Morris & Co brand and the US. [SP=NA Cap=NA]
NAHL (NAH) guides H1(June) rev down 3% but pretax £0.6m (-£0.4m). "Whilst encouraged by both businesses experiencing improving trends in volumes, the Board remains cautious about the rising levels of COVID-19 infections and the impact of any additional restrictions." [SP=45 Cap=21m]
Corero Network Security (CNS) guides H1(June) rev 34% and order intake up 13%. In line? [SP=11 Cap=54m]
Insig (INSG) SaaS contract for Insig AI's proprietary Data Tool.to an alternative investment manager. [SP=66.15 Cap=68m]
AG Barr (BAG) guides FY(Jan) ahead of expectations (whose?) with pretax slightly ahead of 2021. [SP=527 Cap=590m]
Virgin Wines UK (VINO) guids FY(June) rev and EBITDA marginally higher than previous expectations of £73m and £6.3m. [SP=199.5 Cap=111m]
Wilmington (WIL) guides FY(June) rev, adj pretax and net debt ahead of expectations (whose?). Net debt down £10m at £17.7m. [SP=210 Cap=184m]
Boku (BOKU) guides FY(Dec) ahead of expectations (whose?). H1 rev up 37% and adj EBITDA up 50%. "Our Identity division performed strongly returning to growth with revenues up 30% in the first half and further reduced EBITDA losses. We are particularly encouraged by the growth in revenues from new products to new customers, primarily in Asia." [SP=163.02 Cap=482m]
Eurocell (ECEL) guides FY(Dec) ahead of market expectations (quotes f/c pretax £22.8m). H1 LFL rev up 21% on 2019. [SP=264.6 Cap=296m]
Arena Events (ARE) wins multi-million pound contract for the 2022 Commonwealth Games. Most of the rev will be booked in FY23. [SP=15 Cap=49m]
Audioboom (BOOM) Hq(June) rev up 93% and pretax -$460k (-$2m). Does not mention yesterday's approach from All Active Asset Capital. [SP=921 Cap=145m]

In line: WISE, DNM, SIXH, KAPE, APH, FA., CALL, SDI
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#429226

Postby MrContrarian » July 21st, 2021, 7:46 am

Smallcap Sweep. 21-Jul-21


Tricorn (TCN) Strategic Review and Formal Sale Process. Cost increases squeezing profit so co won't have necessary cash to make the required investment to deliver the turnaround strategy and return to profitable cash generation. [SP=5.5 Cap=3m]
Fintel (FNTL) sells non-core Zest Technology for initial £10m. Guides H1 in line. [SP=220 Cap=213m]
Argo Blockchain (ARB) planning to dual lust in US. [SP=85.5 Cap=326m]
Spectra Systems (SPSY) Aeris banknote cleaning process shown to deactivate covid. "When Covid-19 was emerging as a pandemic, a multitude of central banks expressed interest in whether Aeris could both remove soiling as well as deactivate SARS-2." Will co ever make a sale of Aeris? [SP=148.66 Cap=68m]
Foxtons (FOXT) confirms rumour that it may sell its mortgage broking business,. [SP=46.75 Cap=152m]
Arena Events (ARE) repays £2m loan from shareholder Lombard Odier Investment Management, saving £0.4m PA. What, a 20% int rate? [SP=15.02 Cap=49m]
Tristel (TSTL) guides FY(June) rev £31m and pretax at least £5m. In line? Co "confident that sales and profits growth will resume this year and the investments made in people, systems and new market registrations will lay the foundation for strong growth in the years ahead." [SP=660 Cap=311m]
MySale (MYSL) guides FY22 rev materially ahead of market expectations as FY21 rev in line, U/L EBITDA A$4.2m ahead of market expectations. [SP=7.1 Cap=62m]
PCI-PAL (PCIP) guides FY(June) rev up 66% to £7.3m and adj pretax loss marginally better than expectations which are £7m and -£3.6m resp. "We start the new financial year in a strong position. With our TACV accumulated to £9.5m, we already have high visibility towards the market forecast revenues for FY22 of £10.4m." [SP=88 Cap=57m]
Fonix Mobile (FNX) guides FY(June) rev and profit comfortably in line with mgmt expectations. Maintains 100% client retention. [SP=128 Cap=128m]

In line: WIX, EKF, BMY, NXR, SDY
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#429828

Postby MrContrarian » July 23rd, 2021, 7:38 am

Smallcap Sweep. 23-Jul-21


Oncimmune (ONC) autoantibody profiling contract with US Dana-Farber Cancer Institute. Co will use SeroTag, to identify autoantibodies that can be predictive of patient response. No $$$. [SP=168.51 Cap=116m]
Secure Trust Bank (STB) sell mortgage business for £55m. It made £3m pretax in FY20. [SP=1220 Cap=227m]
Harworth (HWG) guides H 1EPRA NDV at 30 June materially ahead of analyst consensus for YE (167p/sh). [SP=146.5 Cap=473m]
Record (REC) AuM up 5% over last Q. [SP=95 Cap=189m]
Fusion Antibodies (FAB) £150k research milestone payment. "While the Company has the potential for further milestone or royalty payments in respect of a number of projects performed for clients, the Company is unable to make any estimation of the timing or value of any future revenues from these projects as the success rate and timing is entirely dependent on the customer progressing to clinical trials and commercialisation." [SP=129 Cap=33m]
SIMEC Atlantis Energy (SAE) receiver's appointment has ceased over the shares of its major shareholder, SIMEC UK Energy Holdings. [SP=4.11 Cap=22m]
Prime People (PRP) FY(Mar) rev down 26%, adj EPS -0.3 (+13.28). Divs 0. [SP=65 Cap=8m]


Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#430387

Postby MrContrarian » July 26th, 2021, 7:27 am

Smallcap Sweep. 26-Jul-21


NewRiver REIT (NRR) to sell pub div Hawthorn for £222m cf NAV £249m. [SP=86.9 Cap=266m]
Duke Royalty (DUKE) Q1(June) cash rev £2.9m, marginally above mgmt expectations. Guides Q2 £3.2m. [SP=40 Cap=143m]
Journeo (JNEO) wins tender worth £0.8m for real-time passenger information. H1 rev up 7%. In line? [SP=100 Cap=9m]
ATTRAQT (ATQT) guides H1(June) rev in line. Covid "has continued to result in the delay of some customer decisions, impacting new bookings and thus revenue outlook for the full year, which nevertheless remains broadly in line." [SP=41 Cap=80m]
CentralNic (CNIC) guides Q2 rev up 63% and 25% organic. Expects FY(Dec) rev well ahead of market expectations "through our significant investment in resources, restructuring and new business, resulting in profits we expect to be comfortably in line." [SP=89 Cap=223m]
Plant Health Care (PHC) guides H1(June) rev yp13$ (9% in const FX). Expects FY in line. [SP=14.27 Cap=43m]

In line: TBLD, XLM, TPG
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#430636

Postby MrContrarian » July 27th, 2021, 7:45 am

Smallcap Sweep. 27-Jul-21


Palace Capital (PCA) strategy update: will "prioritise investment in the office and industrial sectors in carefully selected locations outside of London." Also cut costs. Chmn & Co-Founder leaving Oct. [SP=260 Cap=120m]
Abingdon Health (ABDX) AbC-19T covid lateral flow device used 'semi-quantitively' to monitor vaccine responses to variant proteins. Well, that's semi-good then. [SP=41.55 Cap=40m]
Eden Research (EDEN) gets distributors for fungicide, Mevalone, in four North African countries. [SP=8.85 Cap=34m]
7digital (7DIG) wins 2 year contracts with healthtech and wellness service providers. [SP=0.84 Cap=23m]
Greencore (GNC) ups FY(Sep) adj op profit guidance to £36-40m from "above FY20 levels of £32.5m.". Q3 rev only 3% below 2019. [SP=128.9 Cap=679m]
SourceBio (SBI) H1(June) rev up almost four-fold. Co "planning for a significant uplift in demand in the third quarter driven by the anticipated increase in COVID-19 testing as travel restrictions continue to be lifted." [SP=148.44 Cap=110m]
Kooth (KOO) guides FY(Dec) rev comfortably in line with market expectations after good H1. [SP=340.13 Cap=112m]
Belluscura (BELL) first X-PLO2R portable oxygen concentrator units are currently being manufactured in the US and the Company expects to meet its targeted commercial launch of X-PLO2R, with the first units being distributed in Q3 2021." [SP=65.49 Cap=74m]
Avation (AVAP) fleet book value cut by $32m. "However, the Company is confident that these impairments will bracket the impact of COVID-19, as evidence in the marketplace suggests that aircraft valuations have started to recover." [SP=90.44 Cap=63m]
Reach (RCH) H1(June) rev up 4%, adj EPS 17.8 (14). "Trading ahead of market expectations with strong digital performance and recovery in circulation sales." [SP=313 Cap=979m]

In line: ERGO, OTMP, RCDO, MOTR
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. 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: 1768
Joined: November 4th, 2016, 2:45 pm
Has thanked: 43 times
Been thanked: 1604 times

Re: MrC's Smallcap Sweeps for July 2021

#430855

Postby MrContrarian » July 28th, 2021, 7:55 am

Smallcap Sweep. 28-Jul-21


Tracsis (TRCS) guides FY EBITDA above market expectations. Cites today's large contract win, ongoing growth in Rail Technology & Services and Data Analytics/GIS and a post Covid recovery in business activity levels in our Traffic Data and Events business units. [SP=942 Cap=276m]
Graphenia (GRA)FY(Mar). Outlook - "Trading has improved and the first quarter finished ahead of last year. July started well and should be our best month since September 2020....With our new cost base, modest increases in revenue will improve profitability" [SP=6.5 Cap=7m]
Hargreaves Services (HSP) FY(May) in line with EPS 50.8p (13.4p). Final div 4.5p + 12p special. Outlook includes "HRMS joint venture has the potential to deliver substantial shareholder value in the next few years. The Board considers it likely that HRMS would benefit in due course from being part of a larger, more specialised business and it plans to explore strategic options for HRMS." [SP=478 Cap=154m]
Esken (ESKN) raised £55m at 14p, a 37% discount, the bottom of last night's indicated range. [SP=22.25 Cap=140m]
GYG (GYG) emergency €3m 10% secured loan taken due to delay in resolving matters with administrators of Nobiskrug Shipyard. Still in offer talks. [SP=86 Cap=40m]
Tricorn (TRI) cash crunch due to continued pressure on operating costs, margins, overdue debts and working capital. "Whilst the Group's principal lending bank is expected to remain supportive, certain restrictions on these facilities are being imposed. It is expected that such restrictions would be eased in the event of a successful sale of one or more of the Company's operations or an injection of funds." [SP=140 Cap=190m]
Diurnal (DNL) guides FY(June) rev down 20%. [SP=60.5 Cap=102m]
Epwin (EPWN) guides FY(Dec) pretax materially ahead of mgmt expectations as H1 rev is up 13% on 2019. [SP=107.7 Cap=156m]
Crossword Cybersecurity (CCS) £5m placing at 30p, a 23% discount, to fund acquisition of a threat intelligence and monitoring services company. Also to increase sales and marketing resource and for product development and support. [SP=37 Cap=21m]
Staffline (STAF) guides H1(June) rev up 5%. [SP=58.2 Cap=96m]
Angle (AGL) wins contract to develop immunofluorescence assays using its Parsortix system. Worth $400k in phase 1. [SP=106.94 Cap=250m]
Marston's (MARS) trading since 17 May better than mgmt exp. [SP=83.55 Cap=530m]
Shearwater Group (SWG) FY(Mar) rev down 4%, U/L pretax £2.4m (£2.2m). U/L EBITDA 3.7m (£3.4m) is ahead of market expectations. [SP=175.27 Cap=42m]

In line: TRI, PEB, VRE, QTX
Notes SP & cap are 20m delayed
DYOR, E&OE etc etc. I may have a position in any or all of the shares covered.

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

@MrContrarian


Return to “Stocks and Share Dealing Discussions”

Who is online

Users browsing this forum: No registered users and 8 guests