MrC's Smallcap Sweeps for Apr 2021
Posted: April 1st, 2021, 7:57 am
Smallcap Sweep. 01-Apr-21
Atlas Mara (ATMA) in principle agreement with the majority of its creditors on key commercial terms of the previously announced debt restructuring. Discussions continue with ABCH (who?) creditors. [SP=0.36 Cap=53m]
Supply @ME Capital (SYME) gross origination of Client companies up 13% from Dec to Mar. Progress has been made with Quadrivio Group and the Captive Bank acquisition process. [SP=0.58 Cap=194m]
Chamberlin (CMH) expects to publish delayed FY20 and H1 accounts mid Apr and immediate unsuspension. [SP=7.4 Cap=5m]
Infrastrata (INFA) rev c. £6.5m in last 8 months (FY20: £1.4m). Further growth momentum expected this year. Cash breakeven within the cruise and ferry market maintained. [SP=39 Cap=32m]
Gulf Marine Services (GMS) banks agree new debt terms as mooted. [SP=6.9 Cap=24m]
Braemar Shipping Services (BMS) completes mooted sale of Wavespec engineering div for £2.635m. [SP=200 Cap=63m]
Verditek (VDTK) recent imprevements to its solar panels means it needs new certification. Intergroup Mining order further delayed by component shortages. [SP=4.15 Cap=14m]
Pro Motion (PRO) recent float says its R-Amp process will leverage blockchain cloud knowledge to boost CBD sales. Also new LTIP could gift mgmt 24% if co if SP hits 104p. [SP=NA Cap=NA]
Thruvision (THRU) warns FY(Mar) rev only c. £6.7m. Blames zero sales in aviation mkt in H2 and weak customs mkt. Profit Protection market performed extremely well. [SP=23.69 Cap=34m]
Hemogenyx Pharmaceuticals (HEMO) negotiations have commenced with a global pharma co regarding the form of licensing and further development of CDX toward clinical trials. [SP=6.85 Cap=31m]
Galliford Try (GFRD) appointed to Scottish Water's new £700m Non-Infrastructure Framework for the SR21-27 investment programme, in a JV with MWH Treatment. The 50:50 joint venture, known as ESD, support the capital delivery functions of Scottish Water. [SP=127 Cap=141m]
1Spatial (SPA) wins multiyear contract with Defra to provide a managed service for Rural Payments Agency's Customer Portal and Land Management System. Potentially worth over £0.9m. [SP=46.85 Cap=52m]
Diaceutics (DXRX) secures a data licensing agreement with a global pharmaceutical company to provide COVID-19 testing data insights in the US. Details confidential but it does not change FY mgmt exp. [SP=102 Cap=86m]
Belvoir (BLV) buys White Kite Limited and Nicholas Humphreys Franchise Limited for £4m. Immediately earnings enhancing. [SP=200 Cap=70m]
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
Atlas Mara (ATMA) in principle agreement with the majority of its creditors on key commercial terms of the previously announced debt restructuring. Discussions continue with ABCH (who?) creditors. [SP=0.36 Cap=53m]
Supply @ME Capital (SYME) gross origination of Client companies up 13% from Dec to Mar. Progress has been made with Quadrivio Group and the Captive Bank acquisition process. [SP=0.58 Cap=194m]
Chamberlin (CMH) expects to publish delayed FY20 and H1 accounts mid Apr and immediate unsuspension. [SP=7.4 Cap=5m]
Infrastrata (INFA) rev c. £6.5m in last 8 months (FY20: £1.4m). Further growth momentum expected this year. Cash breakeven within the cruise and ferry market maintained. [SP=39 Cap=32m]
Gulf Marine Services (GMS) banks agree new debt terms as mooted. [SP=6.9 Cap=24m]
Braemar Shipping Services (BMS) completes mooted sale of Wavespec engineering div for £2.635m. [SP=200 Cap=63m]
Verditek (VDTK) recent imprevements to its solar panels means it needs new certification. Intergroup Mining order further delayed by component shortages. [SP=4.15 Cap=14m]
Pro Motion (PRO) recent float says its R-Amp process will leverage blockchain cloud knowledge to boost CBD sales. Also new LTIP could gift mgmt 24% if co if SP hits 104p. [SP=NA Cap=NA]
Thruvision (THRU) warns FY(Mar) rev only c. £6.7m. Blames zero sales in aviation mkt in H2 and weak customs mkt. Profit Protection market performed extremely well. [SP=23.69 Cap=34m]
Hemogenyx Pharmaceuticals (HEMO) negotiations have commenced with a global pharma co regarding the form of licensing and further development of CDX toward clinical trials. [SP=6.85 Cap=31m]
Galliford Try (GFRD) appointed to Scottish Water's new £700m Non-Infrastructure Framework for the SR21-27 investment programme, in a JV with MWH Treatment. The 50:50 joint venture, known as ESD, support the capital delivery functions of Scottish Water. [SP=127 Cap=141m]
1Spatial (SPA) wins multiyear contract with Defra to provide a managed service for Rural Payments Agency's Customer Portal and Land Management System. Potentially worth over £0.9m. [SP=46.85 Cap=52m]
Diaceutics (DXRX) secures a data licensing agreement with a global pharmaceutical company to provide COVID-19 testing data insights in the US. Details confidential but it does not change FY mgmt exp. [SP=102 Cap=86m]
Belvoir (BLV) buys White Kite Limited and Nicholas Humphreys Franchise Limited for £4m. Immediately earnings enhancing. [SP=200 Cap=70m]
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