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MrC's Smallcap Sweeps for Mar 2021

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MrContrarian
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Re: MrC's Smallcap Sweeps for Mar 2021

#399965

Postby MrContrarian » March 29th, 2021, 7:48 am

Smallcap Sweep. 29-Mar-21


Destiny Pharma (DEST) positive results from Phase 2b study of XF-73 nasal gel as a new product for the prevention of the incidence of post-surgical infections. [SP=NA Cap=NA]
Gfinity (GFIN) Formal Sale Process ends with no sale. H1 rev up 212% and adj op loss down 71% at £0.9m. [SP=3.95 Cap=31m]
Catenae Innovation (CTAE) delays finals by up to 3 months. Guides FY(Sep) rev nil, loss flat at £832k. [SP=NA Cap=NA]
AJ Bell (AJB) guides H1(Mar) rev at least £6m above consensus of £136m. [SP=408.5 Cap=1677m]
Cerillion (CER) largest contract win to date, a 10-year agreement worth $18.4m from a network operator in Latin America. "The tender process for the contract was rigorous and extensive." Is that do dispel an doubt that it was somehow obtained easily? [SP=410 Cap=121m]
Nanoco (NANO) update on patent claim against Samsung. Trial set of Oct. Also Patent Trial and Appeal Board is expected to rule in May on whether it will grant Samsung's request to institute reviews of the five patents in the case. NANO needs to win both. [SP=21.5 Cap=66m]
Immunodiagnostic Systems (IDH) gets FDA Emergency Use Authorization for automated assay to detect IgG covid antibodies. [SP=180 Cap=52m]
Amryt Pharma (AMYT) hurdle passed for European Medicines Agency to review Oleogel-S10, a potential treatment for the cutaneous manifestations of Junctional and Dystrophic Epidermolysis Bullosa, a rare disease with no approved treatment. [SP=206 Cap=368m]
Bioventix (BVXP) H1(Dec) rev up 1% and pretax down 9% mainly due to FX related charges of £0.27m. Div up 20%. "We remain optimistic about our troponin revenue." [SP=4175 Cap=217m]
Arena Events (ARE) £11m placing at 14p, a 3% discount. for the potential acquisition of of Aztec Shaffer which is a US events co in Chapter 11. [SP=14.75 Cap=36m]
Fair Oaks Income (FAIR) reorganisation and placing programme: "a new class of 2021 Shares deployed through the new Master Fund III, while also offering an option to elect for Realisation Shares and establishing a twelve-month placing programme." [SP=0.63 Cap=338m]


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

BobGe
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Re: MrC's Smallcap Sweeps for Mar 2021

#400238

Postby BobGe » March 30th, 2021, 7:00 am

MrContrarian wrote:Smallcap Sweep. 26-Mar-21
Egg on my face over TTG

TT Electronics (TTG) iAbra's Virolens 1 minute covid test registered for UK sale by the the Medicines and Healthcare products Regulatory Authority. "A high proportion of the commercial interest in Virolens to date has been outside of Great Britain and any revenues resulting from this interest require further regulatory approval in those territories...There continues to be a wide range of potential commercial outcomes." I'm stunned it really works. Egg on my face. That's great news. [SP=233 Cap=407m]

@MrContrarian

Is there any evidence it works or even exists? They only say that the product has been registered (and imply some kind of approval) but searching the MRHA registration website doesn't show anything (at pixel). Six months ago it was said to be an otherwise empty box with a camera, now it's supposed to produce a screening result in 20 secs.


https://www.gov.uk/guidance/register-me ... the-market
https://www.gov.uk/guidance/export-medi ... cial-rules
http://aic.mhra.gov.uk/era/pdr.nsf/name ... &count=200

https://www.ft.com/content/19db2cc2-531 ... d679fa06b9

MrContrarian
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Re: MrC's Smallcap Sweeps for Mar 2021

#400250

Postby MrContrarian » March 30th, 2021, 8:04 am

Smallcap Sweep. 30-Mar-21
SURE sure got FY20 accounts wrong

Dods (DODS) guides FY(Mar) adj EBITDA £1.8m (-£0.2m) after stong H2. Proposes to change name to Merit. "The Group intends to continue to integrate the excellent data technology solutions acquired with Merit with the data and content analysis strengths within Dods. The trading recovery in the second half of the financial year just ending provides a strong base for growth." [SP=2.7 Cap=16m]
Lamprell (LAM) JV with Injazat, the UAE's leader in digital transformation, to create and market innovative digital solutions focusing predominantly on the renewables and oil & gas industries. Invests $3.5m each. "The JV will be registered inside the award-winning Abu Dhabi Global Markets financial centre." Award winning! How impressive a start. [SP=58.6 Cap=199m]
EKF Diagnostics (EKF) wins multi-million dollar 2 year global supply contract for sample collection kits from its partner from the private sector which has placed orders worth £6m before. Agreement "expected to facilitate future orders which will contribute materially to 2021 performance and beyond." [SP=70.5 Cap=321m]
Cambridge Cognition (COG) wins £1.3m cognitive assessment contract for a schizophrenia trial. [SP=83.7 Cap=26m]
Velocys (VLS) British Airways extends ownership option for the Altalto project to March 2022. Altalto intends to apply for a grant in Gov't £15m 'Green Fuels, Green Skies' competition. [SP=6 Cap=64m]
B90 (B90) £1.1m placing at 14p, a 2% premium, to help settle the majority of Group's overdue creditors. Co has finalised affiliate agreement with Oddsen (March RNS) to grow the Group's revenues in Norway. [SP=14 Cap=14m]
Dignity (DTY) GM to vote on activist fund Phoenix's proposal to replace exec chmn with its placeman. Co not keen: "Clive Whiley has had a galvanising effect on the business, is well-regarded within the business and is respected in the City as an experienced and effective executive chairman [SP=662 Cap=331m]
Angle (AGL) UK and US clinical laboratories now open and ready to provide CTC analysis services and discussions with pharmaceutical industry customers ongoing. [SP=80.5 Cap=173m]
RUA Life Sciences (RUA) Vascular large bore graft - initial observations indicate animal trial success. Co remains on target to submit US regulatory approval application during Q2 2021 [SP=147.5 Cap=32m]
Sure Ventures (SURE) restates FY20 accounts - £946k of capital distribution was wrongly allocated to revenue. [SP=105 Cap=6m]
Symphony Environmental Technology (SYM) hails conclusion of the 5-year Oxomar study which provides Symphony with further comprehensive and reliable scientific data on the performance of d2w in the oceans. Biodegradation proved beyond doubt and non-toxic to marine creatures. Results also match lab accelerated artificial aging predictions. [SP=14.05 Cap=25m]
Eckoh (ECK) wins $1.35m contract in US Secure Payments, taking total this FY to $11.6m. RNS misleadingly titled "Eckoh wins $11.6m of new contracts". [SP=64 Cap=162m]
Good Energy (GOOD) trading sounds OK but does not say 'in line'. [SP=237 Cap=39m]
MediaZest (MDZ) AGM stmt: co 'continues to win additional new project work at an encouraging rate...expects the majority to be delivered in H2". [SP=0.1 Cap=1m]

In line: PRES
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
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Re: MrC's Smallcap Sweeps for Mar 2021

#400496

Postby MrContrarian » March 31st, 2021, 7:44 am

Smallcap Sweep. 31-Mar-21


Oxford BioDynamics (OBD) supply and resale agreement for the manufacture and sale of the new EpiSwitch® Explorer Array Kit for which Agilent will supply a custom-made SurePrint G3 CGH Microarray. The kit "simultaneously interrogates almost 1 million 3D genomic sites, providing over ten times more high-value data points than conventional methods." [SP=96.5 Cap=89m]
SimiGon (SIM) guides FY(Dec) rev down 34% and net adj loss c. $1.8m ($1.14m) after 'resilient' H2. Outlook - no figure but "encouraged by the changes in the simulation and training environment". [SP=5.62 Cap=3m]
Eden Research (EDEN) bio-fungicide authorised in Spain for use on a range of new crops for the control of a larger number of fungal pathogens. It's "a meaningful increase in Eden's addressable market". [SP=15.2 Cap=58m]
Time Out (TMO) [last night] £15m placing at 35p, a 17% discount, to keep the lights on. Also £1.4m raised via PrimaryBid. [SP=40.7 Cap=115m]
HydroDec (HYR) shares cancelled after being suspended for max 6 months. Co intends to offer a matched bargain facility. Has reached agreement, too late, on a $6.75m refinancing package and repayment arrangements for US$4.3m loan. [SP=3.35 Cap=1m]
Topps Tiles (TPT) Q2 rev down 17% LFL and margins lower. "Well positioned for growth" as lockdown ends. [SP=69.13 Cap=135m]
Norcros (NXR) FY(Mar) U/L profit guidance hiked £3m to at least £31m. [SP=256 Cap=207m]
Mobile Streams (MOS) rows partnership with, and provides funding to, early stage business Quanta Media. £500k max in converts. "It is now likely that MOS will be able to drive [more?] extra revenue from its legacy business as initially thought, whilst Quanta has also confirmed it should be able to utilise its iGaming platform to drive additional revenue." [SP=0.24 Cap=5m]
NMCN (NMCN) refinancing talks continue. [SP=298.95 Cap=31m]
Sopheon (SPE) new CEO, old CEO becomes exec chmn. [SP=868 Cap=91m]
Fuller,Smith&Turner (FSTA) £54m placing at 830p, a 10% discount, to strengthen BS. [SP=870 Cap=281m]

In line: DPP, CALL
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


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