NEWS14 Sep 2021 09:02
?Zytronic (ZYT( guides FY(Sep)? rev ahead of market expectations as H2 ev tracks 30% up on H1. [SP=NA Cap=NA]
?Argo Blockchain (ARB)? US 'IPO' of 7.5m ADSs = 75m UK shares. Price? [SP=131 Cap=500m]
?Porvair (PRV)? Q3(Aug) modestly ahead of expectations. "Order books in industrial process, laboratory and aluminium are healthy. Aerospace orders are improving but remain below pre-pandemic levels. Supply chain dislocation is a significant near-term issue and while thus far the Group is navigating supply, logistics and inflationary pressures satisfactorily it is too early to determine to what extent they will affect full year performance." [SP=620 Cap=286m]
?Renalytix (RENX)? Mount Sinai Health System will scale-up implementation of the KidneyIntelX early-stage risk assessment testing and care management program across primary care and specialty clinician networks. KidneyIntelX includes technology that was initially developed by Mount Sinai and is licensed to Renalytix. [SP=845 Cap=854m]
?Transense Technologies (TRT)? 5 year Joint Collaborative Agreement with McLaren Applied to continue development of the Transense Torque Measurement System using SAW technology. McLaren Applied have exclusivity in elite motorsport drivetrain applications in exchange for meeting minimum target revenues on an annual basis over five years. [SP=98.48 Cap=16m]
?Silver Bullet Data Service (SBDS)? contract with Ireland's RTÉ to provide strategic leadership, technology and data implementation, on-going data strategy and integration. This follows on from its recent contract win in the UK with ITV, No €€€. [SP=261.95 Cap=34m]
?Feedback (FDBK)? Partnership to assess technical collaboration between Bleepa and Qure.ai, a specialist in AI-powered radiology solutions. The partnership will evaluate product opportunities in multiple care settings both in India and the UK. Early exploration of joint solution for TB screening in India, Africa and South-East Asia. [SP=0.68 Cap=7m]
?ThinkSmart (TSL)? FY(June). Its holding in Clearpay marked up by £23m. "We are particularly pleased that Clearpay's trading performance continues to represent an increasing proportion of the Afterpay group," [SP=96.7 Cap=103m]
?Tandem (TND)? H1(June) rev up 14%, EPS up 37%. "Input costs, having risen significantly during the year to date, have yet to return to more reasonable levels. We continue to manage these challenges well, where necessary deferring shipments and seeking alternative shipping routes." Outlook positive. [SP=522.5 Cap=27m]
?Vr Education (VRE)? H1(June) rev €1.25m up 83%, pretax -€1.3m, in line with mgmt expectations. Outlook "more exciting than ever as VR comes of age as a business communications tool." [SP=16.48 Cap=48m]
?Cloudcall Group (CALL)? H1(June) rev up 13%, in line with mgmt exp. Guides FY overall EBITDA loss slightly lower than previous guidance. [SP=57.25 Cap=27m]
?Ekf Diagnostics (EKF)? H1(June). Guides FY comfortably ahead of already materially upgraded management exp