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MrC's Smallcap Sweeps for Apr 2020

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MrContrarian
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Re: MrC's Smallcap Sweeps for Apr 2020

#302810

Postby MrContrarian » April 24th, 2020, 7:36 am

Smallcap Sweep. 24-Apr-20


Bilby (BILB) guides FY(March) in line with rev at least £59m. Co experiencing delays in accessing certain residential and communal properties to undertake work, councils seeking to defer some jobs. At YE had comfortable covenant headroom.
Lookers (LOOK) new vehicle LFL in Jan, Feb -5%. Sold 7 sites by Dec for £17.6m net. Fraud investigation: £4m identified so far as non-cash charge in 2019. Expects U/L pretax profit in FY19. Too early to make any reasonable estimate of the financial impact of covid in FY20.
Senior (SNR) trading in 3 months to March slightly ahead of mgmt expectations. covid "causing significant disruptions to our end markets and their respective supply chains, with customer demand falling as activity levels have reduced". 17% of staff furloughed. Has agreed bank covenant relaxations for June and Dec and concluding discussions with US private placement investors to agree covenant relaxations. Group has sufficient liquidity under its existing committed facilities for lockdown scenarios. Decided not to sell Aerostructures business.
Amiad Water Systems (AFS) production is continuing, co focused on ensuring it can deliver to customers, as far as circumstances allow. Too early to assess covid impact on revenue and profitability.
Petards Group (PEG) offices and facilities operating effectively. A train building customer had a 2 week stoppage. "RTS, which provides software solutions and services to support the UK rail network, is actively negotiating a new contract with an existing customer to extend support services for a further four years, which if successful, will result in its budgeted revenue for the year being achieved." No significant supply chain problems. Cash at hand £0.6m, tax credit of £0.5m arriving in a week. £0.75m bank credit renewed for 2 yrs. Customer base comprises blue chip companies, Gov't and its agencies. No guidance.
SpaceandPeople (SAL) has developed a number of products and initiatives to fill vacant retail units with pop up retailers and creating 'enlivenment' [ugh] activity in vacant space. "This will position us at the forefront of the recovery of venue vibrancy [who writes this bollx?] as soon as restrictions are eased." Extra £1m credit line is close.



Notes (do not rely on the data)
BILB: Price=14.5. Cap=9m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Bilby is a holding company. The Company through its subsidiary provides gas heating appliance installation and maintenance services to residential and commercial properties.
LOOK: Price=21.9. Cap=85m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Lookers operates as an automotive retailer & distribution company. The Company along with its subsidiaries is engaged in sale, hire and maintenance of motor vehicles and motorcycles, including the sale of tyres, oil, parts and accessories.
SNR: Price=60.85. Cap=255m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Senior provides engineering solutions. The Company designs, manufactures and markets high-technology components and systems for the original equipment producers in the aerospace, defense, land vehicle, and energy markets.
AFS: Price=240. Cap=54m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Amiad Water Systems is a producer and supplier of water filters and filtration systems. Its systems are used in two key markets, being the industrial market, which includes the municipal, ballast water and oil and gas markets and irrigation market.
PEG: Price=5. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Petards Group is engaged in development, supply and maintenance of technologies used in security, surveillance and ruggedised electronic applications.
SAL: Price=6. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SpaceandPeople is engaged in marketing and selling of promotional and retail licensing space on behalf of shopping centers. The company’s segments are Promotional Sales and Retail with geographic locations in the United Kingdom and Germany.

* 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
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Re: MrC's Smallcap Sweeps for Apr 2020

#303501

Postby MrContrarian » April 27th, 2020, 7:53 am

Smallcap Sweep. 27-Apr-20
Part 1/2

Trakm8 (TRAK) guides FY(March) in line but Covid hit in the last two weeks, delaying hardware shipments and contract awards. Also installation companies unable to work. Did win 2 major contract renewals. Adj loss £0.2m. (loss £1.5m). £1.7m cash on hand. "All our major Insurance customers are now up and running. In addition the AA fully launched its Smart Breakdown service which is reliant on our data and devices. Current trading is reduced particularly in our Fleet business."
System1 (SYS1) slow start to Q4 did not improve, with rev and gross profit down 25% and 2% in FY, broadly as guded. Suspends proposed buyback, passes div.
Mind Gym (MIND) guides FY(March) up 15%, at the top end of revised guidance. Adj pretax in range. Net cash £15.9m. Significant increase in demand for virtual classrooms. No FY21 guidance.
Quartix (QTX) Q1 in line. April saw large slowdown in orders. Expect new installation in April at least 60% down. Lockdown caused 80% reduction in installation capacity but now 25% down. Cutting costs. Covid unlikely to have a material impact on profit and cashflow in H1 despite rev hit. Lockdown modelling - co unlikely to even reduce net cash. The comparison with TRAK is stark.
Camellia (CAM) agriculture performance and prices still dire. Eengineering businesses operating at close to normal. Guides Food Service profit substantially lower in H1. £77.1m net cash plus investment portfolio of £43.8m. Guides FY(Dec) U/L pretax slightly above market expectations.
Accesso Technology (ACSO) FY20 started ahead of expectations but now a disaster. Op cost cut to $3.8m pcm, down $2.6m. Current liquidity supports operations into autumn (assuming a nominal level of activity from mid-summer onward), constructive discussion with existing credit provider. Looking at other options. Covid hit to customers is severe. Redundancies and more furloughing.
EKF Diagnostics (EKF) Significant increase in demand with expected orders of $3m for May. Co expects to exceed significantly overall budgets for H1 and is confident of exceeding FY expectations.
7digital Group (7DIG) home working - no impact delivery and service capability. Expects delays in new contracts and renewals. Profitabilty delayed into H2.
Staffline (STAF) Recruitment: demand in food sector strong but other sectors, such as manufacturing, retail and automotive, has diminished considerably. Overall reduction in demand. PeoplePlus hit. Cautiously optimistic on a positive FY underlying EBITA. Half a cheer. Expects to agree revised financing structure with bank.



Notes (do not rely on the data)
TRAK: Price=16.5. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Trakm8 Holdings is a UK based Big Data company. The company through its subsidiaries is engaged in manufacturing, marketing, and distribution of vehicle telematics equipment and services.
SYS1: Price=103. Cap=12m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
System1 Group provides online market research services. Its flagship services include System1 Ad Testing and Brand Tracking. It operates in the US, United Kingdom, Continental Europe, Asia, Brazil and Australia.
MIND: Price=80.75. Cap=87m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
QTX: Price=258.72. Cap=124m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Quartix Holdings provides vehicle tracking systems to the insurance telematics market. The company primarily supplies subscription-based vehicle tracking systems, software and services for fleets of commercial vehicles in the UK.
CAM: Price=8000. Cap=216m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Camellia is engaged in agriculture and horticulture, engineering, food storage and distribution, and private banking and financial services businesses.
ACSO: Price=195.88. Cap=54m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
accesso Technology Group is a software company engaged in the development and application of ticketing, mobile and eCommerce technologies and virtual queuing solutions for the attractions and leisure industry.
EKF: Price=32. Cap=145m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
EKF Diagnostics Holdings provides diagnostic solutions. It addresses needs such as detection of diabetes, sports related injuries and needs of blood banks.
7DIG: Price=0.21. Cap=5m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
7digital Group provides streaming, downloading, radio solutions, production and promotions of music through its cloud-based technology and owned music rights.
STAF: Price=28.89. Cap=20m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Staffline Group PLC, together with its subsidiaries, provides recruitment and outsourced human resource service.

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

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

@MrContrarian

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Re: MrC's Smallcap Sweeps for Apr 2020

#303507

Postby MrContrarian » April 27th, 2020, 8:30 am

Smallcap Sweep. 27-Apr-20
Part 2/2

Verditek (VDTK) manufacturing site in Lainate Italy reopened on 6 Apr. Some commercial agreements sgned.
Alumasc Group (ALU) Water Management will be re-open Burton Latimer and Halstead sites on a phased basis this week. Rainclear and Gatic have been trading as usual. Roofing and Levolux have remained open and Roofing has received strong order intakes. £16.6m credit headroom.
SimplyBiz (SBIZ) will pay div and confident about Group's future "as the business is cash generative, is trading comfortably within bank covenants and there is no foreseeable requirement for additional external capital. The increased focus on helping its core intermediary customers to serve their clients remotely is expected to underpin the strong ongoing demand for the Group's services. Demand in the housing market is likely to remain weak on an ongoing basis and the Board therefore expects that it will recover more slowly."
Filtronic (FTC) does not foresee any critical supply shortages. Customers delayed programmes.
Byotrol (BYOT) continues to experience exceptional demand and expects to benefit significantly from a "secular shift towards the heightened importance of infection prevention." Guides FY(March) rev £6m and adj EBITDA (pre exceptionals) ~£0.25m.
Netscientific (NSCI) FY pos-tax -£4.9m (-£9.4m). Going concern: co dependent on meeting its forecast. If not co will need to raise further finance.
Horizon Discovery (HZD) FY(Dec) rev-cont up 8%. Loss-cont £11.5m (£6.6m). Q1 trading broadly in-line with management expectations but "orders towards the end of March indicated pressure in Research Reagents as academic research labs slowed or stopped working." Co has a sufficient working capital and liquidity for a prolonged economic downturn.



Notes (do not rely on the data)
VDTK: Price=2.58. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Verditek through its subsidiaries is engaged in solar photovoltaic, filtration and absorption technologies specialising in providing environmental services.
ALU: Price=75. Cap=27m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Alumasc Group along with its subsidiaries is engaged in the design and supply of custom solar shading and architectural screening solutions mainly to commercial and public buildings in the UK and North America.
SBIZ: Price=158.54. Cap=153m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
FTC: Price=7.16. Cap=15m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Filtronic designs and manufactures broadband microwave and base station filter products for wireless telecommunications systems. Its products include wireless communication equipment and point-to-point communication systems.
BYOT: Price=6.48. Cap=29m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Byotrol is engaged in the development, patenting and sale of products based on microbial technology. Its operations are located in the United Kingdom and the United States of America.
NSCI: Price=8.3. Cap=7m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
NetScientific is focused on sourcing, funding and commercializing technologies and companies that have the potential to treat chronic disease and significantly improve the health and well-being of people.
HZD: Price=112. Cap=176m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Horizon Discovery Group is one of the leading medical technology companies in the United Kingdom. Its activities mainly include the application of gene editing and building cells that harbor the genetics of human disease.

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

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

@MrContrarian

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Re: MrC's Smallcap Sweeps for Apr 2020

#303756

Postby MrContrarian » April 28th, 2020, 7:48 am

Smallcap Sweep. 28-Apr-20
SFO to do SFA re Rob Terry et al.

Distribution Finance (DFCH) loan book continues to perform well and remains stable but near-term demand likely to be curtailed whilst the majority of the Company's dealer networks and manufacturers remain closed. Believes its main lending sectors of caravans, recreational vehicles, small motorboats and motorbikes will perform strongly after lockdown lifts. Pulls guidance.
EKF Diagnostics (EKF) building a UK production line which could produce 12,500 sample collection tubes a day from id May.
RTC Group (RTC) general UK recruitment and smart-meter installation activities have been significantly impacted by the lockdown. Q1 has been largely unaffected. The majority of RTC's activities are in public and regulated sectors. Passing div.
Renalytix AI (RENX) preliminary steps in preparation for a potential spin-out of FractalDx, as mooted.
Universe Group (UNG) guides FY(Dec) in line with rev up 13% and adj EBITDA up 50%. Assuming that some non-critical work planned for customers in this financial year will be delayed and no sales to new retail customers expected. We take some comfort from the fact that our customers provide essential, daily required goods, that we entered this year with sound cash resources and that we have a material pipeline of recurring and on order revenues to execute."
Angle (AGL) Covid: "Guildford UK laboratories are now operating with a skeleton crew." Ovarian cancer test: may be able to generate clinical results mid year to assist in the negotiations with clinical laboratory partners. Pharma services cancer drug trials: "taking advantage of the increased accessibility of key executives during lock down, to establish dialogue with prospective customers and collaborators for the deployment of PDL1 analysis capabilities". Reminds us that co has sufficient cash for planned operations until mid-2021.
STM Group (STM) FY(Dec) U/L pretax £2.6m (£3.7m). Div 1.5p (2p). Operational Highlights include 'Redefined Purpose and Vision' and a new slogan for the Carey brand: 'Options, for your tomorrow'. BS merchants working 247 there. Co confident that its fixed recurring fees structure (rather than a % of Assets Under Administration) gives high visibility for the majority of our rev. Only £0.4m of 2019 £18m recurring revenue is at risk.
Fusion Antibodies (FAB) £3m placing at 90p, a 26% discount, was substantially oversubscribed. So it was too cheap then! 13% dilution. Cash to expand existing proof-of-concept work on Mammalian Antibody Library to include COVID, the existing oncology targets and for working capital. Co "well positioned to continue to trade with limited impact on its service provision."
Watchstone Group (WTG) SFO will not prosecute after investigating shenanigans under Rob Terry.



Notes (do not rely on the data)
DFCH: Price=44. Cap=47m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
EKF: Price=36.8. Cap=167m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
EKF Diagnostics Holdings provides diagnostic solutions. It addresses needs such as detection of diabetes, sports related injuries and needs of blood banks.
RTC: Price=44. Cap=6m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
RTC Group PLC, through its subsidiaries, is engaged in the recruitment of human capital resources and the provision of managed services. The company serves industries in both domestic and international markets.
RENX: Price=265. Cap=157m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
UNG: Price=2.85. Cap=7m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Universe Group designs, develops and supports point of sale, payment and on-line loyalty solutions and systems for the UK petrol forecourt and convenience store markets.
AGL: Price=69.5. Cap=120m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
ANGLE is a commercially driven specialist medical diagnostic company with pioneering products in cancer diagnostics and foetal health. The Company's product includes Parsortix cell separation system.
STM: Price=22.1. Cap=13m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
STM Group is engaged in the financial services sector in the United Kingdom. The company provides a range of financial solutions such as pensions, corporate trustee service, insurance management and life assurance.
FAB: Price=117.55. Cap=26m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Fusion Antibodies is engaged in the research, development and manufacturing of recombinant proteins and antibodies, particularly in the areas of cancer and infectious diseases.
WTG: Price=144.94. Cap=67m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Watchstone Group provides technology enabled sales, legal and business process outsourcing services. Its business segments are Hubio, Ingenie, Healthcare Services, BAS, and Central.

* 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
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Re: MrC's Smallcap Sweeps for Apr 2020

#304012

Postby MrContrarian » April 29th, 2020, 7:46 am

Smallcap Sweep. 29-Apr-20


Mirada (MIRA) guides FY(March) rev up 6%, rev-cont up 11%, adj post-tax -$1.4m (-$3m). Progress toward several significant new commercial rollouts during the next few months. No operational constraints from covid. New gov't-backed 6 year €1.25m loan at 2%, confident that it will not need to rely on additional equity funding to continue its operations for the foreseeable future.
Malvern International (MLVN) some teaching has been successfully moved online but very significant drop in rev and cash inflow. Only has cash to end of May. Discussions with major shareholders and debt providers.
Dialight (DIA) phased restart of Mexico plant from today. Already already initiated a phased restart in Malasia, so all plants will be operational at reduced capacity.
NWF Group (NWF) Guides FY(May) rev significantly ahead of prior year. Co has not sought any gov't support nor furloughed any staff. Recent significant increase in demand in Food div, though some of the additional revenue offset by additional costs. "Confident that the Group is in a strong position to manage through this period of uncertainty."
Novacyt (NCYT) Primerdesign has sold, received orders for or has been contracted to deliver over £90m of its COVID test. Has signed manufacturing contacts with two further manufacturers. Plans to launch its new extraction technology in May. This remove the need for scarce reagents and is faster.
Stanley Gibbons (SGI) has traded better than initially planned. Cash only slightly down on pre-covid plan. Has liquidity for 3 to 4 months without any further mitigating steps and has further £2m unused credit. Physical shop is closed. Delayed May auction. Coin market has remained quite robust, "evidence of more people showing an interest in both coin and stamp collecting. The higher end of the stamp market has however seen a more pronounced impact." Material increase in users of websites and social media platforms after a marketing push.
PureCircle (PURE) new $33m bank facility to keep the lights on until proposed takeover.
Anpario (ANP) little disruption in terms of production and delivery. Will pay div. Filed patent for "a natural essential oil composition that could reduce the presence of certain antimicrobial resistant bacteria in the gut of young cattle."
Image Scan Holdings (IGE) H1(March) rev up 60%, ahead of mgmt expectations but expects H2 to be significantly impacted by COVID.
Dev Clever (DEV) as now formally entered into a three-year exclusive worldwide partnership contract with Lenovo, as mooted in Sept.



Notes (do not rely on the data)
MIRA: Price=87.5. Cap=8m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Mirada is an audiovisual interaction technology company that creates products and manages services that enable consumers to interact with and access audiovisual digital content on television, companion devices and online.
MLVN: Price=0.5. Cap=1m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Malvern International is engaged in investment holding and provision of educational consultancy services.It provides the educational offering that is broad and geared towards preparing students to meet the demands of business and management.
DIA: Price=181.5. Cap=59m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Dialight manufactures and sells light-emitting diode (LED) lighting fixtures for use in hazardous and industrial locations including the oil and gas and mining sectors. Its segments are Lighting, and Signals and Components.
NWF: Price=165. Cap=80m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
NWF Group is engaged in manufacturing and selling of animal feeds, the sales and distribution of fuel oils and the warehousing and distribution of ambient groceries.
NCYT: Price=426. Cap=324m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Novacyt SA develops and markets solutions in medical cytology. It offers portfolio of cancer and infectious disease diagnostics products and services. It has three reportable segment, Cytology, Diagnostics and Molecular Testing.
SGI: Price=2.69. Cap=11m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Stanley Gibbons Group (The) is engaged in trading collectibles, dealing in antiques and works of art, auctioneering, the development and operation of collectible websites, philatelic publishing, retailing, and manufacture of philatelic accessories.
PURE: Price=74. Cap=136m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
PureCircle produces and markets stevia ingredients with over 40 stevia-related patents. The company focuses on encouraging healthier diets by the supply of natural ingredients such as sweeteners and flavors to the global food and beverage industry.
ANP: Price=370. Cap=85m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Anpario produces and distributes natural feed additives for animal health, hygiene and nutrition. Its brands include Kiotechagil, Meriden and Optivite.
IGE: Price=2.31. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Image Scan Holdings is engaged in designing, manufacturing and supply of portable and fixed x-ray security screening systems to governments, security organisations and law enforcement agencies.
DEV: Price=6.9. Cap=30m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.

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

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

@MrContrarian

MrContrarian
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Re: MrC's Smallcap Sweeps for Apr 2020

#304343

Postby MrContrarian » April 30th, 2020, 7:46 am

Smallcap Sweep. 30-Apr-20
No no for NANO as it pulls down For Sale sign.

Inland Homes (INL) H1(March) trading. Net debt £150.3m as a result of abortive land disposals (prev RNS). Agreed sale of 113 apartments for a gross value of £22.5m.
Water Intelligence (WATR) Q1 comfortably in-line with expectations.
Appreciate Group (APP) guides FY(March) broadly in line with expectations with rev £118m and adj pretax £11.5m. Has liquidity for at least until March 2021, covering a range of financial scenarios. Outlook - demand in Corporate and Other Consumer areas down 70%. Order book for our Christmas Savings down 10%. Int rate cut means int income hit of £1.5m annualised.
International Personal Finance (IPF) Q1 credit issued contracted by 15%. Group collections in Q1 at 95% of budget; 87% in March and 76% (estimate) in April. £217m of cash and headroom on debt facilities.
BATM Advanced Communications (BVC) repeats its recent covid test announcements. Networking & Cyber division: some customers temporarily postponing certain projects and some activities hampered by lockdown. No FY financial guidance.
FireAngel SafetyTech (FA.) Q1 revenue and gross profit slightly below budget, partly due to covid. Expects most significant effects of covid to be in Q2. The contract signing with a local authority for a large connected rollout is delayed. Withdraws guidance.
SIG (SHI) commenced re-opening selected sites across its Distribution and Roofing businesses. £142m cash at hand.
Getech Group (GTC) expects 2020 to be very challenging but no negative revisions to orderbook so far. Q1 2020 rev, forward sales and profitability all ahead YoY.
Cenkos Securities (CNKS) FY(Dec) rev 48%, pretax £0.1m (£3.2m). 1p final div. Has started the year well.
Live Company Group (LVCG) £250k covid loan. Half of staff now furloughed. Will issue shares to comp for lost pay.
Nanoco Group (NANO) H1. Cost cuts mean cash will last to Q2 2021, subject to new commercial agreements being completed. Ends formal sale process.



Notes (do not rely on the data)
INL: Price=54.45. Cap=112m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Inland Homes is engaged in the business of acquiring and developing residential and mixed use sites. It is focused on developing sites in the south and south east of England for residential and mixed use projects.
WATR: Price=272. Cap=40m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Water Intelligence is a provider leak detection and remediation services. The Group intends to be a "one-stop" shop for solutions (including products) for residential, commercial and municipal customers.
APP: Price=44.25. Cap=82m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
IPF: Price=46.35. Cap=104m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
International Personal Finance provides home credit to customers under provident brand. The company primarily provides home credit and digital credit.
BVC: Price=55.2. Cap=243m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
BATM Advanced Communications is an Israel-based technology company. The principal activities include research and development, production and distribution of biomedical products as well as data and networking and cyber products.
FA.: Price=12.5. Cap=16m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SHI: Price=22.24. Cap=132m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
SIG is engaged in the supply of specialist products to construction and related markets in the UK, Ireland and Mainland Europe. Its product sectors includes insulation and energy management, exteriors and interiors.
GTC: Price=9.01. Cap=3m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
GETECH Group is the UK-based geosciences service provider company. It is primarily engaged in the provision of geological services, reports and data to the petroleum and mining industries to assist in their exploration activities.
CNKS: Price=49.9. Cap=28m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Cenkos Securities is an independent, specialist institutional securities group, focused on small and mid-cap companies.
LVCG: Price=11. Cap=9m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Live Co Group is engaged in live music and entertainment events. It operates through two segments Events, and Issuing licences.
NANO: Price=10.78. Cap=31m. F/C for current FY*: EPS= NA, Prospective PE= NA, Revenue=NA.
Nanoco Group is engaged in research, development and manufacturing of heavy-metal-free quantum dots and semiconductor nanoparticles in United Kingdom with the use of cadmium-free quantum dot (CFQD) 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
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@MrContrarian


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