MrC's Smallcap Sweeps for Aug 2021

[MrContrarian]

Smallcap Sweep. 01-Sep-21
Repointing the wall of news

Diurnal (DNL) launch of Efmody (hydrocortisone modified-release hard capsules) in Germany and Austria, "a significant milestone through the commercialisation of our second product". [SP=56.8 Cap=96m]
MyHealthChecked (MHC) gets Medical laboratory accreditation for COVID testing. [SP=3.8 Cap=29m]
Velocys (VLS) grant of up to £2.4m awarded for Altalto project, a collaboration with British Airways for converting residual waste into sustainable fuels. [SP=5.19 Cap=55m]
Quadrise Fuels International (QFI) good test results of bioMSAR on a medium speed 4-stroke Wärtsilä diesel engine. [SP=4.03 Cap=57m]
Symphony International (SIHL) June NAV $0.8254/sh (March: $0.7915) due to an increase in the valuation of unlisted investments, predominantly driven by Indo Trans Logistics Corporation [SP=0.4 Cap=210m]
Global Ports (GPH) Q1(June) rev down 31% due to very low cruise volume. Outlook " pick-up in cruises from mainland US ports is expected to occur in August and September...demand for cruising remains strong". [SP=124.5 Cap=78m]
KRM22 (KRM) H1(June) rev doen 8%. Outlook in line with market expectations. [SP=29.45 Cap=9m]
Arcontech Group (ARC) FY(June) rev up 1%, pretax broadly flat as expected. Outlook "strongest list of prospective new customers for a long time. However, due to the impact of Covid on net new sales in the 2020/21 financial year, this year's profit is expected to be flat or lower, as any pick up in revenue will not be fully reflected in our results until 2022/23." [SP=170.98 Cap=23m]
PPHE Hotel (PPH) majority owner subsidiary Arena Hospitality update on strong summer recovery in Croatia. [SP=1520 Cap=647m]

In line: ECK, SFR, CHH
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]

Smallcap Sweep. 02-Sep-21
Squaring the circle of the Pentagon of news

Surface Transforms (SCE) $5m order over 5 years - included in expectations. New manufacturing strategy: will no longer build separate production cells in the new factory but approach the project as a plant-wide "single production line" project. Saves c. £10m on whole factory. Ups 2023 sales capacity from £35m PA. to £50m. [SP=65 Cap=127m]
InnovaDerma (IDP) now selling its two core brands, Skinny Tan and Charles + Lee directly to consumers via Amazon UK & US. Previously only 3rd party sales on Amazon. Also will 'work with' (pay surely?) Neon Management to ensure its products are promoted by influencers and celebrities. [SP=32 Cap=9m]
Headlam (HEAD) H1(june) rev only 1% down on 2019. Underlying operating margin in-line with 2019 at 5.3%. However July and Aug has below 2019, although not materially. "These two months typically have a higher level of commercial sector activity due to summer refurbishment of educational and other establishments, and the commercial sector has continued to be subdued albeit with regional variations." [SP=514 Cap=438m]
Supply @ME Capital (SYME) £7m 12 month loan facility at 10% (+warrants) to replace Subscription Agreement aka Death Spiral with Negma. CO will further explore a dual listing on NASDAQ. [SP=0.29 Cap=104m]
Tiziana Life Sciences (TILS) Precision BioSciences licences Anti-CD3 Antibody, Foralumab, to Evaluate as a Lymphodepletion Agent with its Allogeneic CAR T Portfolio. [SP=62 Cap=161m]
Redx Pharma (REDX) gets $3m milestone payment from Jazz Pharma due to initiation of IND-enabling studies of JZP815. [SP=59.25 Cap=163m]
Active Energy (AEG) University of New Brunswick analysis of CoalSwitch pellets produced at the Ashland facility says they have "superior qualities to white pellets as well as its suitability as a sustainable substitute for carbon emitting fuels." [SP=0.41 Cap=16m]
PAO Novatek (NVTK) signs a Memorandum of Cooperation on ammonia, hydrogen and carbon capture, utilization and storage with Japanese gov't. [SP=NA Cap=NA]
Mobile Streams (MOS) over 3,500 subscribers signed up in first month in Mexico, 250% above target. [SP=0.23 Cap=5m]
Carclo (CAR) trading was ahead of mgmt expectations for the first four months of FY22. Cash generation has also continued to be good. [SP=39.8 Cap=29m]
Mpac (MPAC) H1(June). Guides FY ahead of market expectations. [SP=600 Cap=121m]

In line: BIDS
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]

Smallcap Sweep. 03-Sep-21
The landfill of smallcap scrap

Symphony Environmental (SYM) Canada approves d2p AM masterbatch for bread packaging [SP=26.2 Cap=46m]
Eurocell (ECEL) H1(June) rev up 23% on 2019, adj pretax up 37% on 2019. Guides FY beat. [SP=266 Cap=297m]


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