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Mpac

Gearing up for double digit growth

Amid all the concerns about Brexit, the slowing Eurozone/Chinese economies and trade tariffs, the long-term fundamentals of aging populations, environmental/nutritional awareness and ecommerce remain intact. Not least within the healthcare and FMCG space, where brand owners (eg Unilever, Diageo & Nestle) are increasingly automating their factories with reliable, fast and computer controlled equipment.

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  • 05 Mar 19
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Kromek Group

£21m to fund unprecedented demand

There are a multitude of reasons why companies tap investors for money. However, to us the most productive use of fresh capital is to enable businesses to satisfy unprecedented demand in their core areas of expertise. Exactly the situation that Kromek finds itself. Here, the D3S is already the de facto standard for ‘dirty bomb’ detection, whilst in medical imaging, a secular upgrade cycle (re CZT replacing scintillated materials) has already kicked off, augmented by the need for OEMs to respond to GE’s first mover advantage. Hence at today’s General Meeting, Kromek concluded it’s (previously announced) £20m placing & £1m open offer - issuing 84.0m new shares at 25p, and enlarging the equity base by 24.7% to 344.6m.

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  • 25 Feb 19
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Impax Asset Management Group

Forecasts trimmed, attractions intact

Our FY19e AUM projections (update 14 December 2018) assumed steady underlying net inflows to existing and funds and flat y-o-y investment performance. In the event, Impax’s end December AUM update revealed a £0.96bn fall in total AUM during Q1, from £12.52bn to £11.56bn.

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  • 20 Feb 19
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Blancco Technology Group

The future’s bright, the future’s Blancco

Rarely does quality come cheap, or that’s the accepted wisdom. The FTSE though is an ’irrational beast’, failing sometimes to recognise ‘deep value’ opportunities right under its nose. Take Blancco, the world’s #1 data erasure & mobile diagnostics software developer. The company is expanding rapidly, operates in a fabulous untapped niche, and generates almost all its revenues from repeat business, ongoing contracts and/or SaaS. In turn providing excellent forward visibility, positive cashflows and improving profit margins. The perfect triumvirate for long term investors.

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  • 19 Feb 19
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Xpediator

‘Significant growth’ confirmed

Xpediator’s pre-close trading update said that revenues and profits are both inline with market expectations. Top-line growth was significantly ahead, rising 54% y-o-y to c.£179m (c.1% ahead of ED estimate), while profits have more than doubled to c.£7.1m. The uplift to revenues has been driven by organic growth, most notably in Freight Forwarding (Baltics and Balkans), Pall-Ex Romania, and Affinity. Plus, there were benefits from the acquisition of ISL and Anglia Forwarding in 2018, and Regional Express in late 2017.

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  • 19 Feb 19
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Rosslyn Data Technologies

Momentum continues to build

Put yourself in the shoes of a hypothetical £1bn revenue FMCG multi-national, manufacturing say 300-400 SKUs at numerous factories located worldwide, using hundreds of different suppliers.

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  • 11 Feb 19
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Fastforward Innovations

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.

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  • 30 Nov 16
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