Re: MrC's Smallcap Sweeps for Oct 2020
Posted: October 28th, 2020, 7:56 am
Smallcap Sweep. 28-Oct-20
Shoe pasty
Maestrano (MNO) Q to Sept rev £436k (£101k). EBITDA -£346k (-£316k). "The board continues to be delighted with not only sales growth but also customer appetite for our solutions..." [SP=9.5 Cap=15m]
Mirriad Advertising (MIRI) two-year commercial agreement with one of the largest and best-known US-based content producers and distributors to develop its in-video advertising on a number of entertainment series. No immediate income, contact sets out T&C for doing business. [SP=32 Cap=68m]
Amiad (AFS) CFO leaves end of year. He is thanked. [SP=240 Cap=73m]
WANdisco (WAND) go-to-market launch of LiveData Platform for Azure, in public preview. "The Platform is being launched by Microsoft as the preferred solution for Hadoop data lake migrations to Azure." All in line with mgmt expectations. [SP=450 Cap=236m]
EKF Diagnostics (EKF) two year marketing and distribution agreement with Kantaro Biosciences. EKF will have exclusive rights to market and distribute COVID-SeroKlir covid IgG (single) antibody test kit in the UK and Germany and non-exclusive rights in Europe. Also non-exclusive rights to distribute COVID-SeroIndex (quantitative) test across UK and Europe for research. [SP=64.5 Cap=293m]
Zoetic (ZOE) significant order to roll out Chill range of tobacco-substitute CBD products in a number of convenience store outlets throughout the USA. Sale of legacy DTU and the Kansas Nitrogen Assets will miss long-stop of Oct 31. [SP=44.5 Cap=87m]
Tribal (TRB) guides FY comfortably ahead of market expectations* with rev in line at c.£72m and adj EBITDA c.£14.8m. Will reinstate divs with interim div 1.1p. * rev £72.1m, adj EBITDA £13.7m. [SP=67 Cap=138m]
Centaur Media (CAU) Q3 'resilinet' with rev down 16% (Q2 down 24%). Guides FY rev-cont at least £32m and adj EBITDA margin c.10%. Further exceptional charge of £0.6m. In line? No guidance. [SP=21 Cap=33m]
SysGroup (SYS) guides H1 rev broadly flat, adj EBITDA up at least 15%. "This performance has continued into H2." Guides 'a good outcome' for FY. [SP=35 Cap=16m]
Omega Diagnostics (ODX) guides H1 in line with rev down 29%, EBITDA -£1.3m. Expects 'significantly improved performance' in H2. Various updates including covid tests. [SP=91.11 Cap=163m]
Shoe Zone (SHOE) gloomy. Guides FY rev down 24%, pretax -£10 to 12m. . Tiers 2 and 3 covid regions 'greatly impacted'. One of the legacy pension schemes will need extra funding. No divs until at least the 2024/25. "Very difficult at this stage to provide meaningful guidance on the future outlook." [SP=44.9 Cap=22m]
ULS Technology (ULS) guides H1(Sep) rev down 31%, U/L pretax £0.1m. Co "delighted with the resilience of the Group". [SP=53.24 Cap=35m]
Image Scan (IGE) guides FY(Sep) rev up 50% and pre-tax trading profit £112k (-£402k) above prev guided £0 to £100k. [SP=2.37 Cap=3m]
In line: FRAN
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
Shoe pasty
Maestrano (MNO) Q to Sept rev £436k (£101k). EBITDA -£346k (-£316k). "The board continues to be delighted with not only sales growth but also customer appetite for our solutions..." [SP=9.5 Cap=15m]
Mirriad Advertising (MIRI) two-year commercial agreement with one of the largest and best-known US-based content producers and distributors to develop its in-video advertising on a number of entertainment series. No immediate income, contact sets out T&C for doing business. [SP=32 Cap=68m]
Amiad (AFS) CFO leaves end of year. He is thanked. [SP=240 Cap=73m]
WANdisco (WAND) go-to-market launch of LiveData Platform for Azure, in public preview. "The Platform is being launched by Microsoft as the preferred solution for Hadoop data lake migrations to Azure." All in line with mgmt expectations. [SP=450 Cap=236m]
EKF Diagnostics (EKF) two year marketing and distribution agreement with Kantaro Biosciences. EKF will have exclusive rights to market and distribute COVID-SeroKlir covid IgG (single) antibody test kit in the UK and Germany and non-exclusive rights in Europe. Also non-exclusive rights to distribute COVID-SeroIndex (quantitative) test across UK and Europe for research. [SP=64.5 Cap=293m]
Zoetic (ZOE) significant order to roll out Chill range of tobacco-substitute CBD products in a number of convenience store outlets throughout the USA. Sale of legacy DTU and the Kansas Nitrogen Assets will miss long-stop of Oct 31. [SP=44.5 Cap=87m]
Tribal (TRB) guides FY comfortably ahead of market expectations* with rev in line at c.£72m and adj EBITDA c.£14.8m. Will reinstate divs with interim div 1.1p. * rev £72.1m, adj EBITDA £13.7m. [SP=67 Cap=138m]
Centaur Media (CAU) Q3 'resilinet' with rev down 16% (Q2 down 24%). Guides FY rev-cont at least £32m and adj EBITDA margin c.10%. Further exceptional charge of £0.6m. In line? No guidance. [SP=21 Cap=33m]
SysGroup (SYS) guides H1 rev broadly flat, adj EBITDA up at least 15%. "This performance has continued into H2." Guides 'a good outcome' for FY. [SP=35 Cap=16m]
Omega Diagnostics (ODX) guides H1 in line with rev down 29%, EBITDA -£1.3m. Expects 'significantly improved performance' in H2. Various updates including covid tests. [SP=91.11 Cap=163m]
Shoe Zone (SHOE) gloomy. Guides FY rev down 24%, pretax -£10 to 12m. . Tiers 2 and 3 covid regions 'greatly impacted'. One of the legacy pension schemes will need extra funding. No divs until at least the 2024/25. "Very difficult at this stage to provide meaningful guidance on the future outlook." [SP=44.9 Cap=22m]
ULS Technology (ULS) guides H1(Sep) rev down 31%, U/L pretax £0.1m. Co "delighted with the resilience of the Group". [SP=53.24 Cap=35m]
Image Scan (IGE) guides FY(Sep) rev up 50% and pre-tax trading profit £112k (-£402k) above prev guided £0 to £100k. [SP=2.37 Cap=3m]
In line: FRAN
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