Small Cap Feast
IMC Exploration Group (NEX: IMCP), focused on acquiring and exploring prospecting licence areas w hich have high potential for natural resource, is looking to admit its shares to the standard list and will withdraw for the NEX Exchange. TBC
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26 Jun 19
Small Cap Feast
Techniplas –global producer and support services company providing highly engineered and technically complex components, making the supply chain to original equipment manufacturers more efficient. FYDec17 rev $515m. Loungers plc—the operator of 146 café/bar/restaurants across England and Wales under the Lounge and Cosy Club brands, announces its intention to seek admission on AIM, offer TBC, expected late April. 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
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18 Apr 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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03 Aug 18
Small Cap Breakfast
OnTheMarket—Intention to float on AIM to raise c.£50m which will be used to fund the growth of the OnTheMarket.com portal, already the third biggest UK residential property portal provider. Expected valuation £200m to £250m. | Wilmcote Holdings plc—Sch1 from the Company established with the objective of creating value for its investors through the acquisition and subsequent development of target businesses in the downstream and specialty chemicals sector. Offer raising £15m at 120p with market cap of £25m. Expected 17 August 2017 | Andes Energia PLC—Sch1 on admission the Company will change its name to Phoenix Global Resources plc will be an Argentinian independent oil & gas exploration and production company, offer TBC but market cap to be £844m and admission date 10 August 2017 | Verditek PLC—Sch1 update from holding company in the clean technology sector with subsidiaries operating within what it considers are emergent and fast growing sectors (industrial treatment of solids, air purification, water de-odourisation, zero emission, low cost energy), offer raising £2.75m at 9p with market cap of £16.9m. Admission 10 August 2017 | Xpediator Plc—Sch 1 from the holding Company for an integrated freight management business operating in the supply chain logistics and fulfilment sector across the UK and Europe with a strong presence in Central and Eastern Europe. Offer details TBC, expected Admission early August 2017 | Altus Strategies—African focused natural resource Company. Offer raising £1.1m at 10p with market cap of £10.7m. Expected 10 August 2017
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08 Aug 17
Disciplined approach to value creation
It is often said that 60% of all acquisitions lose money - a phenomenon known as “buyer’s curse”, whereby over-zealous bidders overpay for strategic assets. Not so FastForward, where we were encouraged to hear at yesterday’s interims that all 9 investee companies have either maintained or increased their valuation.
22 Dec 16
Firing on all cylinders
Being able to consistently deliver out-sized investment returns, is all about managing risk and finding high quality, growth stocks at the right price. We’ve seen this already in 2016 with many such smallcaps, like Keywords Studios, Fevertree Drinks, Boohoo, GW Pharmaceuticals and Tristel. Another stock we think that in due course could join this select band, is FastForward (up 100% since mid Oct’15) which invests exclusively in rapidly expanding technology firms. Today FFWD holds non-controlling positions in nine such privately owned businesses, which we understand are all either meeting or exceeding their internal plans. Here, progress was said to be “incredibly positive and very encouraging” yesterday, with updates being released in relation to three of them.
30 Nov 16
Schoold and Yooya smash expectations
One of FastForward’s (FFWD) many attractions is that it provides investors with direct access to some of the most promising, early-stage technologies being developed anywhere on the planet. Additionally because its 9 investee companies are valued at historical cost in the statutory accounts, rather than market prices, then we believe there could be substantial upside hidden in the portfolio – perhaps even multiples of the 7.8p/share net assets figure reported at the 31st March yearend. In fact this morning came news that our suspicions are almost certainly true, with growth at both Schoold and Yooya described as “far beyond our expectations”.
22 Aug 16
FastForward Innovations (FFWD.L) | Elegant Hotels (EHG.L) | Nektan (NKTN.L) | Scancell Holdings (SCLP.L) | 4D Pharma (DDDD.L) | Safeland (SAF.L) | Palace Capital (PCA.L) | Image Scan Holdings (IGE.L) | MBL Group (MUBL.L) | 365Agile Group (365.L)
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22 Aug 16
Investing in the next technology revolution
Mankind is undeniably a talented species. Yet despite all our ingenuity and resourcefulness, the progress we have made thus far has been constrained in part by the limitations of the human body; the power of the brain, the ability to collaborate and our biological make-up.
27 May 16
How to profit from a world class Board
Sometimes, rather than trying to dig around yourself to find the next hidden gem, it is much easier to simply back the right management team. For instance when Steve Jobs re-joined Apple in July 1997, it was a niche computer manufacturer worth $3.5bn. 19 years later, after the launch of the iPad, iPhone and iTunes, the corporation is today one of the world’s largest, sporting a market cap of >$500bn.
04 May 16