Member Info for SmallcapsBigbags

Congratulations to all holders, bittersweet as this was always a 5-10 year hold for me. Now the hard part of finding something equally as good to recycle the proceeds!

Here are some thoughts....I hold - https://smallcapsbigbags.substack.com/p/stock-in-focus-ensilica-lonensi

Deep-tech validation meets early-stage risk — can commercialisation catch up to the science? smallcapsbigbags.substack.com/p/stock-in-focus-quantum-base-lon-qube

Infrastructure AI meets regulatory tailwinds — can contract wins convert into scalable recurring revenue? smallcapsbigbags.substack.com/p/stock-in-focus-cordel-lon-crdl

This UK medtech is still in ICU. But the vital signs are improving. And US FDA approval could turn the company’s future around #IHC 🔬 Full breakdown: smallcapsbigbags.substack.com/p/stock-in-focus-inspiration-healthcare

EnSilica plc #ENSI H1 FY26 trading update:

• Revenue +35%+ YoY to ~£12.7m (H1 FY25: £9.3m)

• £1.7m EBITDA profit (H1 FY25: £0.2m loss)

• Strong NRE and recurring chip supply demand

• FY26 revenues weighted to H2 with multiple tape-outs due

• FY26 guidance reiterated: £28–30m revenue, £3.5–4.5m EBITDA (95% contracted)

• Positive monthly cash generation expected by end-2026

Smallcapsbigbags.com/blog/six-stock-picks-for-2026

AOTI Inc. (LON:AOTI) is one of my stock picks for 2026, check out the investment case and catalysts to look out for next year here: smallcapsbigbags.com/blog/six-stock-picks-for-2026

Hercules is my biggest holdings and one of my stock picks for 2026, I've broken down the investment case and catalysts to watch out for next year here: smallcapsbigbags.com/blog/six-stock-picks-for-2026

Northern Bear is one of my stock picks for 2026, I've broken down the investment case and catalysts to watch out for next year here: smallcapsbigbags.com/blog/six-stock-picks-for-2026

Syntomer is one of my stock picks for 2026, I've broken down the investment case and catalysts to watch out for next year here: smallcapsbigbags.com/blog/six-stock-picks-for-2026

Ensillica is one of my stock picks for 2026, I've broken down the investment case and catalysts to watch out for next year here: [LINK REMOVED]