Small Company Champion & Lemming Investors Research and Newsletter Updates
Wednesday, 12 May 2021
Thursday, 25 March 2021
Monday, 22 March 2021
Spectra Systems Corp (SPSY) shares got a boost in early trading today (Monday) on the back of the positive report of a rise in revenue and profit for 2020 as demand for banknote materials and equipment increased. Not bad, given most companies have nothing but negative reports for 2020.
The Rhode Island-based company generated revenue of $14.7 million, up 11% from $13.2 million the prior year. Pretax profit increased by 20% to $5.4 million from $4.5 million. The firm declared an annual dividend of $0.095 per share and said share buybacks will continue.
Shares were up 4.5% at 170p bid at the close today; Spectra remains 5p lower than the Zulu Growth report on 7th February 2021.
Thursday, 4 March 2021
Tuesday, 9 February 2021
The most recent webinar by Open Orphan Plc (ORPH) was again very encouraging on several fronts. It is not unusual for a webinar - Investor presentation not to be optimistic. What is out of the ordinary, from my experience, is the level of opportunities, primers for significant appreciation for even more share price gains; yes, even after the 400% plus increases in 2020, and the bull gains in 2021. Had it not been for Invesco selling down, Open Orphan would likely be north of 40p now.
So what of these opportunities?
The highlights for me are as follows:
- The company could be split from its core business resulting in 3 in-species dividends; is 1 for 1 Cathal explained.
- PrepBiopharm, Influenza Immune Modulator & disease in motion (DIM)
- He explained the first of these (Imutex) could be as early as 4-6 weeks. He explained Covid-19 had hindered progress but stressed this is very close now.
- Two further spin-outs, again, one Open Orphan share, one newco share
- Chinese very keen on challenge studies
- Potential huge Covid CHIM licensing deals/studies with the Chinese State
- Emphasis profitable no more losses
- The expectation is to reach a market value of £1bn as being realistically achievable.
- FY results after easter - they will not disappoint.
- Looking for investors stake build
- Six challenge models
- Company is the world leader in testing vaccines via Controlled Human Infection Models (CHIMs)
- New ''Disease in Motion'' (DIM) platform with potential current market cap valuation of £200m
- DIM could be spun-out
- New Whitechapel Quarantine Clinic opened February 2021 with an expanded 19-bed capacity.
Friday, 5 February 2021
Ramsdens Holdings Plc (RFX) is a financial services provider and retailer, operating in the core business segments of foreign currency exchange, pawnbroking & logbook loans, buying and selling precious metals and retailing of second hand and new jewellery through its network of 127 stores throughout the UK, including 3 franchised stores, and has a small and growing online presence.
In the last financial year, the Group served over 700,000 customers across its different services. Ramsdens is a trading name of Ramsdens Financial Limited and is authorised and regulated by the Financial Conduct Authority for consumer credit activities.
Do not make the mistake of assuming Ramsdens sell low-value cheap tat; the ring above has a price tag of £14,499 or £182.05 per month.
As you can see from the chart that begins at the March selloff, there is a prolonged consolidation period with a tilt to the slow downside. I view this as an opportunity to scale-in until such a time, the company offers further guidance. This is subject to your belief, or not as the case may be, of how quickly we are released from the hell of lockdown.
Monday, 1 February 2021
There is not much to be said about today's announcement from Open Orphan (ORPH) announcement to extend its contracts with Carna Bioscience, Inc., other than to say this was not the announcement I was expecting this morning or anyone else in the investment community and offers assurance post-Brexit normal service has resumed with European partners and indeed the wider business community. I have asked the company's PR for comment, as yet, nothing. Anna is usually quite good or has been in the past, so I have some hope. Even so, I suspect we will learn more during the investor presentations on Wednesday.
IMHO Game-Changing news yet to be RNSed. https://t.co/Mtw0Si1TACThese test kits change the antigen testing landscape.These kits are CE marked with very high accuracy results in rapid time. pic.twitter.com/ydiTBsd3bC— Small Company Champion (@LEMMINGINVESTOR) January 30, 2021
I guess we can add the following Tweet to the above Tweet which offers further encouragement as well as raises more questions for Cathal on Wednesday.
The Tweet appears to be a Flucamp banner on the side of Whitechapel Hotel with 27 bedrooms and immediately opposite the existing 24-bed quarantine facility in East London. Could this be the 3rd facility!? Asks @Eskers1
Check out our recent project for @flucamp where we installed:— Surface Prints (@SurfacePrintsUK) February 1, 2021
▶︎ Printed boards
▶︎ Floor vinyl stickers
▶︎ Door stickers
▶︎ Lift, room & stair signage
▶︎ Social media printed posters
▶︎ Banner - required a 13m ladder 😅#FloorVinyl #SignageSolutions #DigitalPrinting pic.twitter.com/ZryvK9NYqN
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