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MrC's Smallcap Sweeps for May 2021

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MrContrarian
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MrC's Smallcap Sweeps for May 2021

#409158

Postby MrContrarian » May 4th, 2021, 7:53 am

Smallcap Sweep. 04-May-21
Location Sciences painful rescue placing

Microsaic Systems (MSYS) non-binding Heads of Terms to collaborate to supply and market Microsaic's micro-engineered MS technology for use within a point of care medical device monitoring system for hospital diagnostics in China. [SP=0.22 Cap=13m]
Cordiant Digital Infrastructure (CORD) to use most of IPO cash to buy digital infrastructure platforms in the Czech Republic and Norway. Div target hiked t 3p for FY (from 1p). [SP=101.5 Cap=NA]
MGC Pharmaceuticals (MXC) €640k order for ArtemiCTM Rescue production. "Strong sales pipeline continues to deliver material revenue to the Company, following from the record quarter on quarter sales achieved in the 3 months ended March 2021, and record monthly sales achieved in March." [SP=3.41 Cap=142m]
Live Company Group (LVCG) £1.5m placing at 5p, a 14% discount, tfor working cap and to buy stake in Start Art Global, an online art and digital art sales and news platform. Start Art is owned by the Chmn. [SP=5.18 Cap=6m]
Tekmar (TGP) re failure of co's legacy cable protection systems at customer Ørsted. "We are in discussions with Ørsted relating to the protection of their installed array cables on one offshore wind farm project, namely Race Bank in the UK, and are supporting them to identify the root cause and remedial actions through standard operational engagement." Guides no material financial impact. [SP=59 Cap=30m]
7digital (7DIG) wins 2 new clients and 3 contract renewals. Terms up to 3 years. "Underpins growth plans for the Company's Music Platform-as-a-Service and provide additional visibility over revenues". No £££. [SP=1.29 Cap=35m]
W.H. Ireland (WHI) guides FY(Mar) rev up 29% and pretax c.£1m, its first full year profit for more than five years. Well, that's not very impressive. In line? [SP=56.05 Cap=35m]
Zoetic (ZOE) £6m placing (with 120p warrants) at 60p, a 6% discount, to replace the LDA Capitral ('death spiral') agreement and for working cap, A note at the ed says CFO scarpers. He is not thanked. Funny that 'directorate change' not in RNS title! [SP=64 Cap=129m]
Location Sciences (LSAI) proposed Fundraise of up to £3.85m at 0.2p, horrible 64% discount, to keep the lights on. Loads of warrants at the placing price" Guides FY(Dec) rev down 10%. "We are extremely cognisant [=ashamed] of the discount to the current share price. However, the Board believes the fundraise is in the long-term interests of the business." [SP=0.56 Cap=3m]
Gulf Marine Services (GMS) wins 9 month contract. No value gives. "Secured utilisation for the current year stands at 80%." [SP=7.4 Cap=26m]
Fusion Antibodies (FAB) guides FY(Mar) rev up 7%, marginally ahead of market expectations. [SP=174.85 Cap=45m]
Supreme (SUP) guides FY(Mar) rev up 30%, in line with mgmt expectations and adj EBITDA at least £19m, slightly ahead of expectations. [SP=192.61 Cap=NA]
GRC (GRC) Q4 billings (why not rev?) up 20%. In line? Net cash £0.2m, ahead of expectations. [SP=32.8 Cap=31m]

In line: ENET
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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Re: MrC's Smallcap Sweeps for May 2021

#409455

Postby MrContrarian » May 5th, 2021, 7:38 am

Smallcap Sweep. 05-May-21


Inland Homes (INL) gets planning for 700 homes and 25,000sqm of commercial space in Basildon. Gross development value in the order of £200m. [SP=60.25 Cap=137m]
Getech (GTC) subsidiary H2 Green signs non-binding strategic agreement with Element Two to supply green hydrogen to their refuelling stations. "This strategic agreement provides a path by which Element Two and H2 Green can align their production and distribution strategies across their respective land portfolios - the objective being to accelerate the creation of the UK's first hydrogen network." [SP=23.84 Cap=16m]
McBride (MCB) warns FY EBITA 15% down due to raw material inflation. Co expects "further double-digit increases on average across these materials and packaging items by June 2021 - more than double the rates of increase expected in mid-March." Will raise prices. [SP=93.6 Cap=164m]
Smiths News (SNWS) H1((Feb) in line, expects to resume divs in H2. [SP=38.4 Cap=95m]
Remote Monitored Systems (RMS) still no significant sales of anti-viral mask. [SP=1.52 Cap=32m]
Personal Group (PGH) AGM stmt - wins significant Let's Connect and Insurance clients in the first few months. [SP=236 Cap=74m]
Coral Products (CRU) sells property for c.£3.5m but agress to spend £650k on repair first. Book value £2.5m. [SP=15.04 Cap=13m]

In line: MIRA, ECK, CTO
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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Re: MrC's Smallcap Sweeps for May 2021

#409725

Postby MrContrarian » May 6th, 2021, 7:42 am

Smallcap Sweep. 06-May-21


Superdry (SDRY) guides FY(Apr) rev down 21%. Q4 rev up 1%. Outlook "Confident...Profitability will be supported by higher gross margins from our restored full price discipline and positive operating leverage from reduced store costs, partially offset by the end of government support and our ongoing brand marketing investment." [SP=276 Cap=226m]
Virgin Wines UK (VINO) guides FY(June) rev and profit ahead of its previous expectations, with rev at least £73m and better EBITDA margin. Outlook "remains well positioned to continue to deliver its growth strategy and meet the Board's expectations for FY22". [SP=238.15 Cap=133m]
Somero Enterprises (SOM) guides FY(Dec) rev up c.13% and adj EBITDA c. $31m up 19%. Prev guidance was single mid-digit % rev rise and modest EBITDA rise. Cites strong US and signs of improving activity levels in Europe and Australia. [SP=435 Cap=244m]
Gateley (GTLY) guides FY(Apr) rev materially ahead of market expectations and profit 'more significantly ahead'. Will resume divs with interim of 2.5p. F/C consensus was rev £111.7m and ad pretax £14.7m [SP=186 Cap=219m]
Quixant (QXT) AGM stmt - "Order intake remains strong, providing us with further improved order coverage for our internal full year budget. The global shortage of semiconductors is impacting many industries, including our own, and remains a risk we are continuing to manage." [SP=143.96 Cap=96m]
Reach (RCH) guides FY op profit slightly ahead of market expectations of £137.1m. [SP=220 Cap=687m]
Hansard Global (HSD) new business up 23% in Q3(Mar) from 12% in Q2. [SP=63.45 Cap=87m]
GetBusy (GETB) last 4 months rev up 10%. SmartVault new business rev up 44%. [SP=95.05 Cap=47m]
Bilby (BILB) guides FY(Mar) rev c. £60m after strong H2 but adj EBITDA only £3m due to higher operational costs arising from the increased no access rates and mix of works. Outlook good. [SP=36.1 Cap=23m]

In line: COST
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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Re: MrC's Smallcap Sweeps for May 2021

#409986

Postby MrContrarian » May 7th, 2021, 7:21 am

Smallcap Sweep. 07-May-21


Sensyne Health (SENS) MagnifEye AI software gains MHRA 'Authorisation of Special Use' in connection with Innova rapid covid test. What is Special Use? [SP=160.5 Cap=265m]
Sealand Capital Galaxy (SCGL) exclusive three-year product-specific distribution contracts with two British brands and two Nordic brands. Co in negotiations for the sale of these products by an internationally known department store. [SP=1.45 Cap=7m]
Numis (NUM) H1(Mar) rev up 83%, EPS up 365% to 25.7p. Div 5.5p (5.5p). Outlook for H2 encouraging. [SP=391 Cap=421m]
Slingsby (SLNG) FY(Dec). This Q1 rev up 8%. Outlook cautious since FY20 got a covid boost. Also "cost increases impacted on gross margin in Q1 2021 and could continue for the remainder of the year." [SP=235 Cap=2m]


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 May 2021

#410671

Postby MrContrarian » May 10th, 2021, 7:45 am

Smallcap Sweep. 10-May-21


Amino Technologies (AMO) has bid for the trade and assets of MobiTV, a US live and on-demand TV platform in Chapter 11. This would "establish a TVaaS infrastructure capability in the USA for Amino, which the Board of Amino estimate would require significant investment over 6-12 months". Would need a placing. [SP=162.5 Cap=124m]
RiverFort Global Opportunities (RGO) £1.64m placing at 1.7p, a 13% discount. to fund acquisition of Smarttech247, a leading global artificial intelligence cyber security business. [SP=1.94 Cap=13m]
Hotel Chocolat (HOTC) fuides FY(June) rev significantly ahead of expectations (whose?). [SP=350 Cap=440m]
Dignity (DTY) Q1(Mar) U/L rev up 14% on deaths up 27%. U/L op profit up 35%. Cautions that "we don't know whether we face a period of a lower than the average death rate or another wave of contagion". [SP=729 Cap=365m]
Eden Research (EDEN) gets regulatory approval for Cedroz in Italy.Was sold under emergency authorisation before. [SP=14.5 Cap=55m]
Polarean Imaging (POLX) sells additional research unit of 9820 Xenon Polariser system in Canada. Np £££. [SP=92 Cap=193m]
STM (STM) sells Jersey based trust and company services businesses for £1.4m min cash plus contingent sum. [SP=30.6 Cap=18m]
Water Intelligence (WATR) insurance national account win, in USA. [SP=885 Cap=137m]
Physiomics (PYC) warns FY(June) rev £700-£800k and loss after tax £170-200k, below market expectations. Blames COVID related project delays and to an increased focus on longer-term value-generating activities. [SP=6.48 Cap=6m]
Alfa Financial Software (ALFA) AGM stmt sounds in line. [SP=139 Cap=417m]
Midwich (MIDW) guides trading ahead of the Board's expectations and significantly ahead YoY. Will resume divs with special dividend of 3p. [SP=465 Cap=412m]
ADVFN (AFN) guides FY(June) pretax over £1m (-£349k). Outlook 'business currently has momentum, reflecting a good proportion of our income which is subscription based while advertisers are in the main long-term customers. As such, we expect this momentum to be reflected in improving results and continuing growth.' [SP=78 Cap=19m]
RUA Life Sciences (RUA) FY(Mar) trading not clear to me. Elast-Eon polymer royalty income up. [SP=138.3 Cap=31m]
TP Group (TPG) wins MOD contract award to support next generation military communications. Rev not material. "This new contract award recognises our portfolio of services across Consulting and Software & Digital Solutions." [SP=5.51 Cap=43m]
Powerhouse Energy (PHE) non-binding Heads of Terms sale of licence for DMG technology in Greece and Hungary for €250k. Only €25k payable now. [SP=4.85 Cap=190m]

In line: GHT
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 May 2021

#410940

Postby MrContrarian » May 11th, 2021, 7:33 am

Smallcap Sweep. 11-May-21


Joules (JOUL) guides FY rev and pretax ahead of consensus expectations of £187m and £4.1m. [SP=259 Cap=288m]
U and I (UAI) CFO leaves in June. He is not thanked. Replacement found. [SP=93 Cap=117m]
InfraStrata (INFA) £1.6m contract for ferry repair. [SP=29.67 Cap=32m]
Invinity Energy Systems (IES) to jointly develop a grid-scale vanadium flow battery with Gamesa Electric which will fund $4.6m of project. Also Gamesa gets option over 10% of co at 175p., the Dec placing price. [SP=123 Cap=107m]
ULS Technology (ULS) guides FY(Mar) rev down 18% and U/L pretax -£0.8m, ahead of mgmt exp. Also "Andrew Weston, Co-founder and Innovation Director, has decided to resign as Director with immediate effect. He will continue working for the Group in a part-time advisory capacity." [SP=96 Cap=62m]
Revolution Bars (RBG) since opening bars which are open have traded extremely strongly with rev down 52% despite having only 15% capacity. Guides FY(June) ahead of management expectations. [SP=32 Cap=40m]

In line: KMK, VCAP
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 May 2021

#411239

Postby MrContrarian » May 12th, 2021, 7:45 am

Smallcap Sweep. 12-May-21


RM Secured Direct Lending (RMDL) Update on refreshed investment focus: "good progress in growing the portfolio in line with its focus on all new lending being allocated to Social & Environmental Infrastructure". Confirms name change to name to RM Social & Environmental Infrastructure Income. [SP=92.37 Cap=107m]
Chesnara (CSN) CEO to retire at year end. He is thanked. [SP=274 Cap=411m]
Nanoco (NANO) in the patent infringement lawsuit against Samsung the court has largely confirmed NANO's case in so far as the meaning of words. Trial set of Oct. [SP=25.9 Cap=79m]
Xeros Technology (XSG) Chinese license partner launches Hydrology brand of commercial washing machines incorporating Xeros' tech. Xeros will receive a mid to high single digit % royalty for machine sales and royalties for XOrbs. [SP=243 Cap=58m]
Eden Research (EDEN) signs exclusive Commercialisation, Supply and Distribution Agreement with Corteva Agriscience for Eden's first seed treatment product after successful evaluations. Covers EU, UK and Serbia. "The agreement with Corteva is a defining moment for Eden and clearly demonstrates the next major step in the development of a new product in the significant seed treatment market, whilst also expanding our product coverage to broad acre crops." [SP=15.14 Cap=58m]
React (REAT) recent acquisition Fidelis Fidelis FY rev £4.87m up 48% and gross profit up 45%. REAT "delighted with the smooth integration of the business". [SP=3.49 Cap=3m]
Nightcap (NGHT) £10m (significantly more than originally indicated in RNS of 4 May) placing at 23p (22% discount) to fund purchase of 9 bars. [SP=28.2 Cap=38m]
VR Education (VRE) China co HTC says VRE's VIVE Sessions will be included in the software bundle of the HTC's new headset. Also HTC partnership with HP to roll out VIVE Sessions on new HP ProBook laptops sold inside China. CEO hails 'fantastic news'. [SP=15.25 Cap=39m]
Vertu Motors (VTU) FY(Feb) LFL rev down 21.6%. Adj pretax £24.6m up 7%, ahead of mkt exp. Guides FY22 adj pretax £24m to £28m. [SP=44.4 Cap=164m]

In line: TCAP, GHE, CNKS, FBH
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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Re: MrC's Smallcap Sweeps for May 2021

#411536

Postby MrContrarian » May 13th, 2021, 7:52 am

Smallcap Sweep. 13-May-21


Kier (KIE) huge £241m placing and OO at 85p, a 17p discount, to strengthen the balance sheet. Trading in line. [SP=102.4 Cap=166m]
Empresaria (EMR) AGM stmt: "The Group now expects adjusted profit before tax for both the first half and full year 2021 to be ahead of 2020." [SP=69 Cap=34m]
Checkit (CKT) last 3 months rev up 15%. Recurring rev up 29%. Remains confident. In line? [SP=66.8 Cap=42m]
Nanoco (NANO) project extension hikes FY21 revenue guidance by c. 40% with the balance of the project revenue to be earned in Q1 FY22. Extends cash runway to H2 of calendar 2022. Silent on customer and type of work. [SP=27.77 Cap=85m]
SEEEN (SEEN) launches new product, Dialog-To-Clip, for sale to Premiere Pro users on Adobe's app store. [SP=51.22 Cap=26m]
Alumasc (ALU) guides FY ahead of mgmt expectations due to continuing strong sales and improved margin. [SP=217.55 Cap=79m]
Ideagen (IDEA) guides FY(Apr) rev up 16% to £65.6m and adj EBITDA up 24%. In line? [SP=283 Cap=714m]
De La Rue (DLAR) five-year renewal of its contract with Microsoft to provide innovative authentication products. Also wins contracts for digital tax stamp schemes with two Tier 1 countries. In line with mgmt exp. [SP=174.8 Cap=341m]
DX (DX.) guides FY(July) rev £10m above mkt exp. Adj pretax significantly above market expectations. Plans to open 12 depots in next 2 years, above previous plan. [SP=34 Cap=195m]
Luceco (LUCE) guides H1(June) rev c.£105m and adj op profit c. £18m after continuing strong sales - last 4 months rev up 43%. [SP=329.5 Cap=530m]
Eurocell (ECEL) guides FY pretax ahead of market expectations of of £20.5m. [SP=288 Cap=321m]
TT Electronics (TTG) guides FY adj op profit towards the upper end of market expectations of £33.6m to £35.4m. [SP=243 Cap=425m]
PHSC (PHSC) guides FY(Mar) £3.29m and U/L EBITDA c. £0.52m as H2 rev up 39% on H1. In line? [SP=15 Cap=2m]

In line: OMIP, BOTB
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 May 2021

#411818

Postby MrContrarian » May 14th, 2021, 7:33 am

Smallcap Sweep. 14-May-21


Velocity Composites (VEL) wins 3 year contract from a major Tier 1 aerostructures manufacturer worth £4.1m PA. [SP=19 Cap=7m]
FRP Advisory (FRP) guides FY(Apr) rev up 25% and U/L adj EBITDA up 22%, above previous guidance. [SP=126.95 Cap=309m]
Avation (AVAP) has sold at current market rates an ATR 72-600 to another regional aircraft lessor. [SP=108.1 Cap=76m]
Gulf Marine Services (GMS) FY(Dec) contains material uncertainty going concern stmt. Current YTD EBITDA in line. [SP=7.73 Cap=27m]
MaxCyte (MXCT) proposed dual-listing on Nasdaq [SP=883 Cap=847m]

In line: WRKS
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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Posts: 1769
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Re: MrC's Smallcap Sweeps for May 2021

#412612

Postby MrContrarian » May 17th, 2021, 7:40 am

Smallcap Sweep. 17-May-21


Novacyt (NCYT) SNPsig covid polymerase chain reaction (PCR) genotyping portfolio gets into NHS England Framework for detecting Variants of Concern (VoC). Allows our SNPsig® range of products to be used at any NHS and Lighthouse laboratories, subject to local verification. Also launch of two new PCR assays. [SP=405 Cap=341m]
Immunodiagnostic Systems (IDS) rec offer of 382p, a 50% premium, from PerkinElmer. [SP=NA Cap=NA]
Faron Pharmaceuticals (FARN) Bexmarilimab monotherapy shows promising anti-tumour activity in multiple advanced solid tumours in Phase I/II MATINS clinical trial . [SP=340 Cap=172m]
Cambria Automobiles (CAMB) PUSU offer period extended to 14 June. [SP=83.5 Cap=84m]
Brooks Macdonald (BRK) new CEO starts June 1. Current CEO resigns to become CEO of Personal Wealth at Standard Life Aberdeen (surely Abrdn?). She is thanked. [SP=2100 Cap=339m]
MyHealthChecked (MHC) wins Boots contract for covid at-home nasal swab kit, laboratory testing service and logistics for testing for international arrivals. [SP=4.2 Cap=30m]
Inspiration Healthcare (IHC) £1.25m ventilator order from China. [SP=147 Cap=100m]
MetalNRG (MNRG) to invest €700k for 27% share of JV for the acquisition and recommissioning of a 1MWe waste-to-energy plant in Italy. Plant is expected to generate an unlevered IRR of 20%. [SP=0.61 Cap=3m]
Zoetic (ZOE) gets $1m orders in May so far for Chill products after $0.34m in April. [SP=63.5 Cap=128m]
Pelatro (PTRO) gets $300k total contracts for change requests. [SP=51.8 Cap=19m]
Shield Therapeutics (STX) OTCQX Best Market trading begins today. [SP=51 Cap=110m]
Invinity Energy Systems (IES) 0.5MWh flow battery sale in California worth £450k. [SP=155 Cap=135m]


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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Re: MrC's Smallcap Sweeps for May 2021

#412614

Postby MrContrarian » May 17th, 2021, 7:58 am

>Immunodiagnostic Systems (IDS should be IDH.

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Re: MrC's Smallcap Sweeps for May 2021

#412872

Postby MrContrarian » May 18th, 2021, 7:47 am

Smallcap Sweep. 18-May-21


BATM Advanced Communications (BVC) delivers two new covid diagnostic tests, a PCR and a rapid test. Also Italian Olympic Committee intends to use co's saliva-based RT-PCR test at Olympics. [SP=87.9 Cap=387m]
Tanfield (TAN) 49% owned Snorkel rev 28% down in Q1. Still in dispute with Snorkel over non issue of FY20 accounts. [SP=2.18 Cap=4m]
CPPGroup (CPP) complates sale of German card protection legacy business for £2.2m less transaction costs. CPP will refrain from any activity in the card protection market that places it in competition with the purchaser in Germany and Austria for 2 years. [SP=520.63 Cap=46m]
Accrol (ACRL) guides FY(Apr) EPS in line despite rev below mkt expectations as consumer stockpiling unwound. Market share 16% (13%). Increasing capacity from Q3, to fulfil the expected increase in demand. Also making progress on paper mill development plans. Outlook - "expects volumes across the UK tissue sector to normalise in H1 22 and that its main market, the discounters, will grow strongly". [SP=62 Cap=193m]
EKF Diagnostics (EKF) EKF distributed its investment in Trellis Health to shareholders. Trellis Health is to float on AIM (as announced) and will include holders in the subscription at the time of the float - 28 May. [SP=66.6 Cap=303m]
Accesso Technology (ACSO) guides FY rev above $83m guidance but extra staff and costs may 'temper the profit impact'. [SP=624 Cap=257m]
Crossword Cybersecurity (CSS) plans to majority owned JV to sell in Oman. [SP=NA Cap=NA]
Sureserve Group (SUR) H1(Mar). H2 started ahead of management expectations, [SP=81.25 Cap=131m]
Topps Tiles (TPT) H1(Mar). Outlook - two-year LFL up 17% following easing of lockdown, confident of improved performance. [SP=70.4 Cap=137m]
Minds Machines (MMX) FY(Dec). Outlook - Q1 rev down 4% but EBITDA doubled to $1.6m. [SP=7.2 Cap=63m]
SIMEC Atlantis Energy (SAE) the 43% holder, SIMEC UK Energy Holdings, has 'purportedly' had receivers appointed. "The GFG Alliance has informed SAE that it intends to challenge the validity of the appointment and is seeking appropriate advice. For the avoidance of doubt, SAE wishes to make clear that the above process relates to its major shareholder, SUEH and not to SAE itself." [SP=7.1 Cap=36m]


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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Posts: 1769
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Re: MrC's Smallcap Sweeps for May 2021

#413135

Postby MrContrarian » May 19th, 2021, 7:31 am

Smallcap Sweep. 19-May-21
Dialight and Knights bright

Chamberlin (CMH) wins 3-year contract to supply components for diesel engine generator. Also "existing Tier 1 customer has included the Company on a new low volume, high value 5-year programme to manufacture turbocharger bearing housings for a leading luxury sports car manufacturer, with supply commencing early 2022." Russell Ductile Castings order book strong. [SP=12.2 Cap=8m]
Creo Medical (CREO) Q1 ahead of management's expectations, hikes FY(Dec) rev guidance by at least 10% from £20.1m. [SP=192 Cap=303m]
Knights (KGH) guides FY(Apr) rev above market consensus of £100.8m. Expects to make acquisitions. [SP=434 Cap=359m]
Dialight (DIA) trading in line, orders ahead of mgmt expectations. [SP=320 Cap=104m]
SigmaRoc (SRC) guides last 4 months trading ahead of mgmt exp. [SP=82.5 Cap=231m]
Tirupati Graphite (TGR) has filed an application to trade on the OTCQX Market. [SP=95.41 Cap=82m]
IXICO (IXI) wins contract to provide neuroimaging services for a Phase III clinical trial. No £££. [SP=87.5 Cap=42m]
Science Group (SAG) guides H1 adj op profit up 30%. "This is a particularly notable performance since H1 2020 reported a record AOP for the Group and the current year includes a significant currency exchange rate headwind" [SP=350 Cap=144m]
EKF Diagnostics (EKF) CEO steps back to NED from Oct. He is thanked. 2 NEDs to leave. [SP=68.2 Cap=310m]

In line: APH, SFE
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

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Re: MrC's Smallcap Sweeps for May 2021

#413401

Postby MrContrarian » May 20th, 2021, 7:47 am

Smallcap Sweep. 20-May-21
18 companies today

Marshall Motor Holdings (MMH) AGM stmt: has significantly outperformed the new retail and used car markets in Jan-Apr. [SP=172 Cap=135m]
ADM Energy (ADME) sells holding in Superdielectrics for £850k, a £656k profit. [SP=3.3 Cap=5m]
Braemar Shipping Services (BMS) sold remaining AqualisBraemar holding, reducing net debt by £7.3m and realising a profit of £3.9m. [SP=208.66 Cap=66m]
SourceBio (SBI) accepted for UK-wide National Microbiology Framework .(Lot 4) tender. Also added to the Gov't list for covid tests on international arrivals. [SP=159 Cap=118m]
Rurelec (RUR) still no new tariff agreement for the Argentinian powerplant half owned by RUR. "Since the expiry of the resolution in September 2020 the only cash the Company has received from EdS via PEL was US $224k...Rurelec will continue to experience significant working capital pressure." [SP=0.67 Cap=4m]
Cordiant Digital Infrastructure (CORD) PrimaryBid share offer as per RNS 17 May. [SP=104 Cap=NA]
Kanabo (KNB) agreement for Pure Origin to manufacture, package and supply Kanabo's CBD wellness product line. This "marks the end of the period of pilot sales and is the prelude to a full product launch internationally." [SP=18.09 Cap=66m]
Genuit (GEN) guides FY U/L op profit close to top end of F/C of £80-88m. [SP=572 Cap=1414m]
N4 Pharma (N4P) Material Transfer Agreements to assess how well Nuvec can bind and be optimised for transfection with two different proprietary plasmids. [SP=7.9 Cap=14m]
Begbies Traynor (BEG) guides FY(Apr) comfortably ahead of market expectations with rev up 19% and adj pretax up 25%. [SP=120.8 Cap=183m]
Purplebricks (PURP) guides FY(Apr) adj EBITDA in line with mkt exp despite H2 instructions ahead of market expectations. [SP=96.5 Cap=296m]
IDOX (IDOX) guides H1(Apr) rev up 4% and adj EBITDA up 17%, in line with mgmt exp. [SP=61.6 Cap=274m]
IXICO (IXI) wins 5 yr £1m expansion contract to support Phase II Alzheimer's trial. [SP=84 Cap=40m]
S & U (SUS) guides Feb-May profit at Advantage motor finance and in Aspen property bridging arm ahead of group projections. [SP=2690 Cap=327m]
Nexus Infrastructure (NEXS) H1. Restores div, confident. [SP=173 Cap=79m]
Nanoco (NANO) Patent Board requests inter partes reviews of the five patents in the Samsung claim case. Samsung may apply to delay the trial. [SP=23.4 Cap=72m]

In line: KAPE, BOOT
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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Re: MrC's Smallcap Sweeps for May 2021

#413746

Postby MrContrarian » May 21st, 2021, 7:43 am

Smallcap Sweep. 21-May-21


Staffline (STAF) a no-surprise £44m placing and £4.4m OO at 50p, a 30% discount, to cut debt. Also negotiating contracts with prime Restart suppliers in relation to Gov't Restart programme. [SP=70.2 Cap=48m]
Sensyne Health (SENS) agreement covering 2.5m patients in US brings combined total of anonymised and de-identified patient data for medical research to 10.9m. [SP=153.5 Cap=253m]
Novacyt (NCYT) re dispute with Gov't concerning second covid test supply contract - dispute may now have a material impact on these revenues in Q1. "The Company has taken legal advice in relation to the dispute and believes it has strong grounds to assert its contractual rights." [SP=419.6 Cap=319m]
Oxford Cannabinoid Technologies (OCTP) YACL - Yet Another Cannabinoid Listing. [SP=NA Cap=NA]
Tracsis (TRCS) welcmomes yesterdays' Williams-Shapps Plan for Rail in the UK. "Tracsis is well positioned to benefit from the commitment to greater innovation and investment in a digital railway. This is currently reflected in our pipeline of new opportunities." [SP=819 Cap=240m]
Gattaca (GATC) guides FY(July) pretax ignificantly ahead of market expectations. Cites faster rate of recovery in NFI (huh?) than originally expected with Q3 up 13%. Also application of IR35 (self-employed) tax tightening had less impact than expected. Guides H2 NFI up 10% on H1. [SP=150.2 Cap=48m]
Electra Private Equity (ELTA) the fund in wind-diwn will list its main assets. TGI Fridays will list on LSE and Hotter Shoes on AIM. Will probably realise more. than PE sales. NAV at end March 514.3p/sh. [SP=518.65 Cap=199m]
Shield Therapeutics (STX) on track for the US launch of its lead product Feraccru/Accrufer by the end of June after progress accelerates with placing funds. [SP=57 Cap=123m]
Northern Bear (NTBR) the perenially cheap building services. co guides profitability from underlying trading in H2 flat. In line? Throw me a frickin' bone here. Order book remains strong. [SP=55.05 Cap=10m]
Card Factory (CARD) reopened store sales "exceeded both our expectations and the sales performance realised after reopening following the first and second lockdowns". LFL marginally down cf 2019. Completes debt refinancing. [SP=86 Cap=294m]
Urban Exposure (UEX) as mooted, GM to vote on delisting and proposed liquidation. [SP=66.08 Cap=48m]

In line: QTX, CIR, HEAD
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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Re: MrC's Smallcap Sweeps for May 2021

#414502

Postby MrContrarian » May 24th, 2021, 7:34 am

Smallcap Sweep. 24-May-21


Gresham House Strategic (GHS) EGM requistioned by Gresham House, a major shareholder and the asset manager of GHS, to take control. [SP=1528.5 Cap=53m]
Global Ports Holding (GPH) refinancing. [SP=129 Cap=81m]
Digital 9 Infrastructure (DI19) £100m placing and offer at 105p, a 7% disc, to acquire further assets. [SP=NA Cap=NA]
Velocity Composites (VEL) guides H1 rev £4.4m and adj EBITDA -£0.5m as sales stabilise. Co "well placed to return to a positive adjusted EBITDA in H2 FY21 and FY22". [SP=21.2 Cap=8m]
Sensyne Health (SENS) agreement in US adds 7.3m patients to dataset. Total now 18.2m. [SP=157.5 Cap=260m]
Kanabo (KNB) £1m placing at 22p, a 10% premium. Also MoU with Hellenic Dynamics, a medical cannabis cultivation company, to evaluate a potential off-take agreement. [SP=19.97 Cap=73m]
Ocean Wilsons (OCN) proposed restructuring whereby Wilson Sons will be merged into its controlled subsidiary, [SP=938 Cap=330m]
RTC (RTC) offers 46.5p per share to all employees who hold vested share options to cancel them in order to reduce dilutes share count. Also may buy up to 2.2m shares in mkt. [SP=47.43 Cap=7m]
Fulcrum Utility Services (FCRM) wins £20m 5 year smart meter exchange and management contract. [SP=34.28 Cap=76m]

In line: 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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Re: MrC's Smallcap Sweeps for May 2021

#414859

Postby MrContrarian » May 25th, 2021, 7:40 am

Smallcap Sweep. 25-May-21


Gaming Realms (GMR) gets Interactive Gaming Manufacturer Licence in Pennsylvania. It allows GMR to provide its Slingo Originals game content to the State's licenced online casino operators. [SP=41 Cap=118m]
Telit Communications (TCM) rec offer of 220p, a 9% premium. [SP=202 Cap=272m]
Portmeirion (PMP) Jan-Apr rev up over 50%. LFL slightly up on 2019. [SP=662 Cap=93m]
DWF (DWF) guides FY(Apr) rev up 13% and adj pretax £34m, 15% above mkt exp. [SP=95.6 Cap=310m]
Restaurant Group (RTN) both Wagamama and Pubs rev 85% of 2019 in outdoor only period, Leisure was 60%. Indoor dinding period: Wagamama up 22% and Leisure up 21% on 2019. [SP=128.4 Cap=982m]
Lookers (LOOK) guides FY U/L pretax comfortably above mkt F/C of £34m. [SP=64 Cap=250m]
Ted Baker (TED) financing deal to Nov 2023. [SP=180 Cap=332m]
Epwin (EPWN) AGM stmt - trading still 'strong'. [SP=106.5 Cap=154m]
Webis (WEB) WatchandWager.com received one-year betting license approval from the West Virginia's (1.8m population) Racing Commission. [SP=3.99 Cap=16m]
Sosander (SOS) [last night] yet another placing, £5.3m at 20p, a nil discount. [SP=19.58 Cap=38m]
Zegona Communications (ZEG) [last night] to return 153p/sh. "Following the capital return and payment of Zegona management's LTIP, Zegona expects to have a net cash balance of c.£11m, equivalent to £0.05 per Zegona share. Together with the capital return of £1.53 per share, the total value for shareholders is expected to be £1.58 per Zegona share." [SP=136.5 Cap=299m]

In line: RIV
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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Re: MrC's Smallcap Sweeps for May 2021

#415207

Postby MrContrarian » May 26th, 2021, 7:52 am

Smallcap Sweep. 26-May-21
GYM re-opening working out

SDI (SDI) guides FY rev £35.3m and pretax £7.4m, both up on guidance. Guides FY22 in line. [SP=180 Cap=177m]
Cohort (CHRT) guides FY(Apr) in line but FY22 margin reduction due to delays in the placing of certain orders with EID. [SP=670 Cap=275m]
CyanConnode (CYAN) MoU with Intellismart to work on existing Energy Efficiency Services Limited and Intellismart projects as well as new ones, in India and international markets. "Intellismart, a Meter Asset Provider, is focusing on expediting the deployment of 250m smart meters across India." I think that means the total mkt is 250m meters. [SP=7.1 Cap=13m]
Gym Group (GYM) has outperformed mgmt exp since re-opening. Membership down only 8% on 2019. [SP=259 Cap=430m]
Zotefoams (ZTF) guides FY rev significantly ahead of market expectations "which will offset the short-term inflationary impacts on margins, the weaker US dollar and our planned increase in product and commercial development costs". Comfortable with market expectations for growth in profit. [SP=405 Cap=197m]
Finsbury Food (FIF) guides FY(June) pretax at least £15m, ahead of market expectations. Expects to resume divs. [SP=83.15 Cap=108m]
Gateley (GTLY) guides FY(Apr) rev up over 9.3%, pretax up at least 8%. In line? Net cash £20m, significantly ahead of mgmt exp. [SP=196.5 Cap=232m]
Mattioli Woods (MTW) c. £110m fundraise at 660p, a 10% discount, to fund acquisition of Maven, a leading private equity investor in UK SMEs and alternative asset manager. Expected to be earnings enhancing in the first full year. [SP=742 Cap=210m]
Judges Scientific (JDG) new £60m bank facility to provide 'a substantially larger springboard'. Is David Cicurel training for the Olympics? [SP=5940 Cap=375m]
Tiziana Life Science (TILS) further analysis for Phase I study of nasal Foralumab shows immunomodulatory effects capable of providing clinical benefit. [SP=81 Cap=158m]

In line: LTG, OMG
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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Re: MrC's Smallcap Sweeps for May 2021

#415455

Postby MrContrarian » May 27th, 2021, 7:40 am

Smallcap Sweep. 27-May-21
KETL steaming

Belvoir (BLV) AGM stmt - rev in last 4 months materially ahead of mgmt expectations. [SP=233.88 Cap=82m]
Sensyne Health (SENS) guides FY(Apr) rev at least £9m, ahead of market expectations. Guides FY22 in line. [SP=154.5 Cap=255m]
Charles Stanley (CAY) FY(Mar) £171.2m, U/L pretax down 11%, ahead of market expectations. [SP=367 Cap=191m]
Toople (TOOP) 3 contract wins. No £££. [SP=0.06 Cap=2m]
Invinity Energy Systems (IES) guides FY(Dec) rev £0.4m (£0.2m), gross loss £0.8m (0.05m). Haven't even calculated pretax yet? Outlook - 'qualified opportunity pipeline' 70MWh up 30%. It will be "leveraging the strategic relationship now in place with Gamesa Electric". [SP=164 Cap=142m]
ValiRx (VAL) evaluation of Kalos Therapeutics' KTH222 drug candidate ends with a 'no thanks'. [SP=20.3 Cap=13m]
XLMedia (XLM) AGM stmt - ""Given the robust performance and the increased revenue visibility" guides FY rev $65-70m. [SP=50.5 Cap=133m]
SmartSpace (SMRT) CFO and a NED leave. They are thanked. [SP=142 Cap=41m]
Brave Bison (BBSN) AGM stmt - meet or exceed FY market expectations. [SP=1.37 Cap=8m]
Strix (KETL) AGM stmt - guides FY21 rev up 30% as improved performance continues. [SP=292.69 Cap=604m]
Symphony (SIHL) NAV $0.7915/sh up 7% since Dec. [SP=0.4 Cap=200m]
Ethernity Network (ENET) $2m orders from Tarana Wireless. Includes $740k in 2021, c. 50% over previous expectations. [SP=44.9 Cap=24m]

In line: YU., RST, BONH
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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Re: MrC's Smallcap Sweeps for May 2021

#415725

Postby MrContrarian » May 28th, 2021, 7:44 am

Smallcap Sweep. 28-May-21


Tlou Energy (TLOU) developing a hydrogen strategy to complement the Company's gas-to-power project. Also dicussions in relation to a $10m project finance package for the initial phase of the Lesedi gas-to-power project. [SP=2.63 Cap=26m]
Shield Therapeutics (STX) new CEO appointed. Old one will stay for handover. He is thanked. [SP=57 Cap=123m]
Esken (ESKN) sale of Stobart Air and Carlisle Lake District Airport delayed due to concluding the change of control consent taking longer than expected. [SP=33.2 Cap=209m]
NMCN (NMCN) cash-strapped tinpot reaches heads of terms on new debt and is working towards concluding an agreement during June. "Activity levels across the business are reasonable however we are dealing with some performance issues in our Building business unit and are still experiencing a number of challenges on two loss making contracts in Water which will impact current year performance." Guides underlying pretax loss £24m, c. £6m of which attributed to 2019. [SP=221 Cap=23m]
Fulham Shore (FUL) first indoor dining week rev LFL up 92% on 2019. "As a result of this trading performance, the Group continues to plan the opening pipeline for the next three years." [SP=15.85 Cap=98m]
Asia Cement (ASCD) to delist its GDRs from the LSE to cut costs. [SP=NA Cap=NA]
Zinc Media (ZIN) wins £1.9m of new commissions but one previously commissioned programme worth £0.8m cancelled due to covid and a further £0.5m of programmes have been delayed to 2022. [SP=69.11 Cap=11m]
Gresham Technologies (GHT) Placing and PrimaryBid offer at 160p, a nil discount, to fund acquisition of Electra Information Systems, a US-based provider of post-trade processing software solutions and services. [SP=160 Cap=112m]
EQTEC (EQT) placing and PrimaryBid offer at 1.5p, an 11% discount, to accelerate growth in Europe, securing and delivering UK RDF pipeline, entering USA... [SP=1.69 Cap=122m]
Avacta (AVCT) notes speculation regarding the ongoing CE mark submission for its rapid covid test. There is no news. I don't know what the speculation is. [SP=244 Cap=618m]


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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