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Ticking up again after a very nice late 500,000 share buy at 3.44p yesterday.....very keen.

Hastings on ADVFN (the Private Punter) has just posted the following FYI:

"Enjoyed a good chat with Lincoln and will add my write up after the monthly production update on Monday."

Techinvest's new issue is now out, so it should be OK to post the conclusion of their Buy recommendation for MWE from last month - this when the share price was 83.5p:

"MTI is a well-balanced business that has been in existence for fifty years. These latest resilient results reflect the benefit of the company’s diverse operations in markets where technical expertise is of prime importance. The company’s three divisions are well established, with experienced, autonomous leadership teams all utilizing the group’s core expertise in radio frequency communications and all focused on taking advantage of attractive market trends within their respective sectors.

These trends are: the roll-out of 5G cellular connectivity; addressing the growing global issue of water scarcity ; and increasing demand for technological solutions in the international defence market. While it is early days in the roll-out of 5G, the pandemic has underlined the importance of internet connectivity to support new patterns of working and schooling, and network operators are responding by rolling out higher bandwidth 5G services to their customers.

We believe that this presents a major opportunity for MTI’s multi-band and flat antennas, as operators will need to increase the backhaul connectivity between cell towers to deliver these faster services. Similarly, water scarcity is driving increasing commercial interest in Mottech’s water management products. Looking ahead, we feel that MTI is well placed to expand its business through a mix of acquisition-led and organic growth. Continue to buy."

Techinvest's new issue is now out, so it should be OK to post their Buy recommendation for CNIC from last month:

"The strong organic growth in 2020 demonstrates CentalNic’s resilience despite the economic crisis, and also the ability of management to execute on an accelerated buy and build strategy. New product launches and further integration activities will support revenue growth and margins going forward, and management report that additional opportunities are continually being assessed in what is a large, globally fragmented and growing market.

Moreover, as the company scales up rapidly, the underlying qualities of high recurring revenues (99% of revenue derived from sales of recurring products and services) and high cash conversion (106% on an adjusted basis in 2020) become increasingly meaningful. Net debt level looks comfortable given the strong cashflow from the business and expected contribution from recent acquisitions, and the recent investment in new senior managers and systems extends the scope of the operational base. The Wando acquisition also looks interesting and is essentially a vertical integration that provides CentralNic with a new platform and a profitable extension to its fast-growing monetisation business.

The shares made our list of 2021 New Year Tips at 87.25p. Continue to buy."

Moving up nicely again this morning. Online looks astonishingly good - you can only buy a maximum 30k shares at the full offer, whilst you can sell a whopping 1.2m shares at a premium at at 3.123p.

There are evidently sizeable buyers out there who want shares.

Nice £75,000 buy at the full 300p offer price reported yesterday afternoon - looking very strong.

From Cora Gold this morning - more good drill results, and:

"during May we are mobilising two further rigs and additionally a booster compressor has just arrived on site. We plan to start drilling deeper holes within a week as we aim to push the shallow inferred resource pit deeper."

The monthly production updates are usually on the 8th or 10th, so I'd guess next Monday but will hope for this Friday :o))

From Business Insider:

Https://www.businessinsider.com/why-supply-shortages-economy-inventory-chips-lumber-cars-toilet-paper-2021-5?r=US&IR=T#plastics-and-palm-oil-4

"Palm oil, which is in a majority of those packaged products, also saw its prices climb, according to the Financial Times. That's due to yet another labor shortage; the industry had already been contending with finding more sustainable production methods."

after a £4k buy. Super exciting :o))

This month's SCSW was out on Saturday, so it's probably OK to post what they said last month about TRMR:

"Tremor - Confirms US listing for Q2 - strong buy

706p Epic code: TRMR

(Sharewatch) Helping the shares soar over the month was the 5th upgrade since September. It says the latest Q1 registered organic growth in the range of +71%-87% to net revenue of US$55-60m. Separately, Tremor has also started the process of listing its shares in the US in Q2. FOMO has begun kicking in as investors now see the closing of the huge discount versus US peers.

Ahead of the US list, Tremor has adopted US GAAP. The only impact of the accounting change has been to present Tremor’s revenue excluding the Programmatic division’s media costs (US$193m in FY20). This left revenues up 12% at US$184m for FY20. Within that, PMP (where publishers agree who buys inventory and at what price on an invite only basis) was +1,637% and the self-serve platform was +415%. A heavily COVID-19 impacted H1 had seen a US$1.8m operating profit but it made US$58.7m in H2. Net cash is US$96.8m.

FinnCap has upgraded this time by +22% to US$82.1m EBITDA but given Tremor made US$25m-US$28m in a seasonally quiet Q1, more upgrades are likely. With a fair wind I think these shares could double or more as soon as its US listing takes place. Strong buy."

News today of a whopping £500,000 investment for 4.4% of Electrospinning. This sounds pretty exciting stuff to me and looks a good one (it's also positive imo that David Evans invested back in 2018 so will know the company well):

Https://uk.advfn.com/stock-market/london/intuitive-investments-IIG/share-news/Intuitive-Investments-Group-plc-Investment-in-The/84996260

"The Electrospinning Company offers contract services to design, develop and manufacture nanofibre biomaterials for medical devices. Based on the electrospinning platform technology, they use their expertise and experience to support clients in a range of different therapeutic indications. They supply the first electrospun biomaterial to be incorporated into an FDA-approved medical device."

Interesting to see that Ed Croft, the main man behind Stockopedia, has recently bought in here:

Https://app.stockopedia.com/content/multibaggers-with-10-bagger-potential-carclo-car-returning-to-growth-802419?order=createdAt&sort=asc&mode=unthreaded

"Edward Croft
Sat, May 1, 2021
In reply to Bluesky Ventura

@Bluesky Ventura

"What persuaded you to invest/to trade a position?"

Carclo fitted the bill for me for a certain speculation class that I find attractive in my discretionary investments - which I'd call "Deep Value & Momentum with Insider Buying". It's quite a simple approach. Deep Value comes with risk of course, especially when you have a balance sheet situation like Carclo does... but the change in management to bring in turnaround specialists, cluster director buying and trend reversal are positives. Very high StockRank of course.

I re-read "Super Stocks" by Jesse Stine last year - which is one of my all time favourite books on making money in stocks. This stock fit the bill.

(Here there's a table showing the various director share buys whic I can't reproduce)

I don't see this as a keeper... but I'll hold as long as the trend persists & the rankings stay elevated."

Excellent news re PTRO's entering into a much expanded Framework Agreement with "a large Asian telco group with about 230 million subscribers".

Not only substantially more ($500.000 per annum) revenue in future years, but lots more highly valued recurring income and also a very positive validation of PTRO's services and their quality:

Https://uk.advfn.com/stock-market/london/pelatro-PTRO/share-news/Pelatro-PLC-Large-Asian-Telco-Group-Enters-Framewo/84996196

"We will be able to sell many new products and services to them during this period and Change Requests, which have been repeating in nature, will become recurring revenues."

The 30th April contract win RNS hasn't yet been posted here, so in case anyone missed it....great to see this American $1.1m contract arrive since prospects in the US had seemed pretty poor. If NTQ can combine:

- it's continuing increased international sales
- a revived US market
- and Sabre revenues

then things could get quite tasty:

Https://uk.advfn.com/stock-market/london/enteq-upstream-NTQ/share-news/Enteq-Upstream-PLC-Contract-award/84964288

Here's Firefinch's (formerly Mali Lithium) top 20 shareholders - it seems CAPD currently have exactly 19m shares (assuming Capital DI Ltd are indeed CAPD):

Https://firefinchltd.com/wp-content/uploads/2021/04/TopHoldersReportAprilShares13Apr21.pdf

Firefinch's (FFX) share price is doing extremely well. At the current 0.38 AUD the price has quadrupled or so in the last year.

This would make CAPD's holding now worth around £4m at 1.8$AUD to the £1. Quite a sizeable holding....all of CAPD's investments are really in the share price for free and cover a significant portion of the m/cap.

Https://www2.asx.com.au/markets/company/ffx

From the Times - this appears to be a second study which has found the benefit of using mouthwash in reducing the risk of catching COVID-19:

Https://www.thetimes.co.uk/article/colds-are-even-more-common-as-covid-lockdown-eases-0vb8n2h9s

"Scientists believe the risk of catching and spreading coronavirus can be slashed by mouthwash after laboratory tests. The study, conducted by York and Scarborough Teaching Hospitals NHS Foundation Trust and Public Health England, has been published in the Journal of General Virology. Researchers will use the best-performing mouthwashes in a controlled clinical trial."

The recent huge wave of investment in the life sciences sector has to be good news for SDI:

Https://www.theguardian.com/business/2021/may/02/investors-flock-to-life-science-as-uk-firms-break-funding-record

"Investors flock to life sciences as UK sector breaks funding record

Covid crisis spurs growing interest in drugmakers, diagnostics and medical equipment firms

UK drugmakers, diagnostics, medical equipment and other life sciences companies have raised £10.6bn from private funding rounds and stock market flotations in the first three months of the year, more than half of last year’s record total, according to a report.

Last year, investment into life sciences companies, including mergers and acquisitions, public listings, venture capital, and private equity, amounted to a nearly £20bn.

etc"

Good to see Mark Watson-Williams continuing to support REAT, especially saying that the shares "have that 5p look about them".

However, REAT issued their (excellent) H1 trading update two weeks ago, so I'm unsure why MWM thinks there'll be another one this Thursday. Unless he knows something we don't!

Https://masterinvestor.co.uk/equities/small-cap-round-up-featuring-character-worsley-investors-react-and-more/

It seems obvious to me that there's simply been a seller or two dripping stock into the market. It's just a question of time and patience imo as to when the turn comes given the current valuation and MWE's attractiveness.

If you're a buyer it's a good time to accumulate a decent stake here given the availability of stock, which is not usually the case.

One's perception of when to buy now is dependent on (1) whether you're happy to take the risk of the share price dropping a further penny or two before the turn becomes apparent, or (2) whether you believe you can time your entry perfectly later for when the overhang is cleared, when stock may be a lot harder to come by in decent quantities. The latter may well already be under way given today's price rise.

More new highs now after the excellent rise yesterday.