First myLotus UK birth, a milestone for Concepta and wouldbe parents
The developer of the proprietary self-test device (myLotus®) the most accurate home-use fertility tracking and pregnancy testing system available in the U.K., this week announced the birth of the first UK baby conceived with the assistance of myLotus. Isabel Gordon, mother of Sony Rocco Gordon (congratulations from Hybridan!) is a textbook example of women who are let down by existing fertility trackers that don’t establish a signature individual to each user. “My average LH levels (luteinizing hormone) were quite low so only myLotus® would have been able to catch my spike using the numerical factor.” What’s more Isabel fell pregnant within her first cycle of using myLotus®!
06 Nov 19
Small Cap Feast
DNEG Limited One of the world's leading digital visual effects, animation and stereo conversion companies for feature film and television.The Offer will be comprised of new Shares to be issued by the Company (to raise expected gross proceeds of £150m). Admission is expected to take place in November 2019. Zaim Credit Systems— Zaim currently provides loans of up to Russian Roubles 30,000 (£375) to retail customers through its network of just over 95 sites predominantly in Moscow. Looking to raise £2.6m. Mkt cap £10.9m. Due 4th Nov. 2018 net interest £10.1m, PBT £835k.
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31 Oct 19
Small Cap Feast
African Export-Import Bank a supranational financial institution w hose purpose is to facilitate, prom ote and expand intra- and extra- African trade, of its potential intention to publish a registration document, the Bank hereby confirms its intention to proceed with an Initial Public Offering. The GDRs are expected to be admitted to the standard listing segment of the Official List of the FCA and to trading on the Main Market of the LSE. DNEG Limited intends to apply for adm ission of its Shares to the premium listing segment of the Official List of the FCA and to trading on the London Stock Exchange's main market for listed securities. The Offer will be comprised of new Shares to be issued by the Company (to raise expected gross proceeds of £150m). Admission is expected to take place in November 2019.
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25 Oct 19
Distribution channels expanding along with growing validation of myLotus as the best in class ovulation tracker
The UK-based FemTech Healthcare Company founded to help women accelerate their ability to naturally conceive has announced interim results for the six months ending June 2019. The highlight of the period was the agreement announced in March 2019 to supply Boots UK with the recently launched myLotus home-based utility test. Signed with just three months of the period left, it is of little surprise that this made only a small contribution to revenues which came in at £15k in contrast to zero in the comparative period. Concepta managed to reduce losses by 15.5% to £1.26m and cash balances were up from £248k to £1.53m reflecting the £2.2m placing at 3p that occurred in April 2019.
30 Sep 19
Small Cap Feast
Entertainment AI (EAI) - This was an RTO into Blockchain Worldwide (BLOC), It has also transferred from the standard list to AIM. Focused on providing its global automotive and lifestyle audiences and its strategic partner audiences with real-time access, in a frictionless way, to "in the moment" opportunities from more relevant short form video content to "one-click" e-commerce, £8.6m raised. H1 2019 actuals - GTChannel subsidiary's MCN gross advertising revenue at $8.7 m, up 107%
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30 Sep 19
A FemTech revolution in fertility
We believe that Concepta’s myLotus monitor, tests and App represent the most powerful home-based fertility aid available in the market today; helping women to identify their fertile days with absolute accuracy and results comparable to hospital-based tests. myLotus sets out a new technically advanced product versus the less accurate and traditional fertility methods currently available. This platform combined with the option of support by qualified medical professionals represents a step change in enabling women who are trying to conceive to take control of their own fertility journey.
13 Aug 19
Small Cap Feast
ReAssure Group plc - The Group is a leading closed book life insurance consolidator in the United Kingdom with 4.3m policies, £68.7 billion of assets under administration on a Post-L&G Illustrative Basis. It is considering a premium listing segment of the main market. Voyager AIR The Com pany w ill focus on the acquisition, leasing and m anagement of prim arily widebody aircraft, w ith asset management services to be provided by Amedeo Limited he IPO will comprise a Placing and Offer for Subscription of Shares to raise up to approximately US$200m· Uniphar, a diversified healthcare services business w ith a workforce of over 2,000, is looking to join AIM. Raise TBC, expected mid-July 2019
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09 Jul 19
Small Cap Feast
Essensys plc—a provider of mission-critical SaaS platforms and on-demand cloud services to the high growth flexible workspace industry, plans to join AIM. Offer TBC, expected 29 May 2019. Induction Healthcare Group plc—a healthcare technology company focused on streamlining the delivery of care by Healthcare Professionals looking to join AIM. Expected raise of £14.58m at 115p, market cap of £34.07m. Expected 22 May 2019. SDX Energy plc—a North Africa focused oil and gas company, announces its intention to complete a Canadian plan of arrangement under section 192 of the Canada Business Corporations Act and will have shares de-listed from the TSX-V and admitted to trading on AIM. Expected 28 May 2019, anticipated market cap of £76m Renold plc—a leading international supplier of industrial chains and related power transmission products, announced that it will cancel the listing of the Company from the premium segment and apply for admission on AIM. Expected 06 June 2019. Alumasc Group plc, the premium building products, systems and solutions group, has announced its intention to move from the Premium Segment of the main market to AIM. Expected market cap of £33.4m. Expected 25 June 2019
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14 May 19
Small Cap Breakfast
Jadestone Energy (JSE.TO)—an independent oil and gas production and development company focused on the Asia-Pacific region. Pro-forma production of 13.9 mboe/d, 2P reserves of 45.3 MMboe, and a 2P NPV10 of US$563.7 million . Offer TBA. Current mkt cap C$135m. Due early August. Ovoca Gold (to be renamed Ovoca Bio PLC) - RTO of IVIX, a Russian company developing a drug candidate for the treatment of female sexual dysfunctions. No monies to be raised, market cap of £8.5m, due 30 July Kropz PLC-Intention to float by the emerging plant nutrient producer with an advanced stage phosphate mining project in South Africa and exploration assets in West Africa
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02 Aug 18
Small Cap Breakfast
City law firm Rosenblatt reported in the press to be considering a London listing. The commercial firm had a reported revenue of £16m in 2017 VR Education Holdings—a virtual reality software and technology company. Raising £6m at 10p, mkt cap £19.3. Due 12 March SimplyBiz, a Financial Services Firm, reported to be considering an IPO targeting a market capitalisation of between £140m and £155m in a listing that would raise £30m of new money. Bacanora Lithium—Readmission. No new money. Mkt cap £140m. Due 21 March. the new holding company for Bacanora Minerals Ltd Core Industrial REIT—established to invest in Irish-based industrial properties, predominantly located in the Greater Dublin Area. Vendor placing and new funds to a total of €225m, Target gross proceeds €207m. Expected Mid March Polarean - Medical drug-device combination company operating in the high resolution medical imaging market. Offer TBC. Due Early March Block Energy—a NEX Listed UK based oil exploration and production company whose main country of operation is the Republic of Georgia, looks to join AIM end of February 2018. Offer TBC
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08 Mar 18
Small Cap Breakfast
Core Industrial REIT—established to invest in Irish-based industrial properties, predominantly located in the Greater Dublin Area . Vendor placing and new funds to a total of €225m, Target gross proceeds €207m. TruFin—holding company of an operating group comprising three growth-focused FinTech and banking businesses operating in three niche lending markets: supply chain finance, invoice finance and dynamic discounting. Offer raising £70m at 190p with market cap of £185m, expected 21 Feb Polarean - The medical drug-device combination companies operating in the high resolution medical imaging market. Offer TBC. Due 22 Feb Block Energy—a NEX Listed UK based oil exploration and production company whose main country of operation is the Republic of Georgia, looks to join AIM end of February 2018. Offer TBC
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15 Feb 18
Venn Life Sciences* (VENN.L) | Fitbug Holdings* (FITB.L) | Concepta (CPT.L) | First Derivatives (FDP.L) | San Leon Energy (SLE.L) | Telit Communications (TCM.L) | Grafenia (GRA.L) | Paysafe Group (PAYS.L) | Tyman (TYMN.L) | Savannah resources (SAV.L)
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08 Nov 16
European partnership to lead to added value
Concepta is a small UK-based company that focuses on the development and commercialization of its medical diagnostic device MyLotus. The device, a consumer good, has been developed to improve the probability of conception for women with unexplained infertility (not pregnant after 12+ months trying). The development phase of the product has been completed and the company has already obtained commercialization approval in China. We expect first sales in China to be realized in 4Q16. The company will also file its product for approval to the UK regulatory agency for the marketing and commercialization of the product in the UK and in the EU as a whole. We expect regulatory approval before the UK leaves the EU. Concepta has one commercialization agreement with a distributor in China who focuses on marketing the device to both hospitals as well as to consumers directly through online sales. The company wants to expand and collaborate with other distributors in China in order to increase its reach. We believe the company will look for a partner for the commercialization of its product in the EU. Here, the device will be sold to consumers directly through online sales. We believe that the EU represents the most valuable market opportunity for Concepta. We think that the recently appointed and experienced CEO Mr. Henau will lead the company to break-even as soon as next year. In addition, we believe he will close a commercial partnership deal on the company’s device in the EU. This clearly is a very exciting time for Concepta. The company will soon commercialize its first set of products in China and later in the EU. Our main assumption, namely a commercialization partnership for Concepta’s device in the EU, justifies our estimated fair share price of 23.85p. This represents a premium of almost 20% on top of the current share price.
26 Oct 16