OMG! Tuesday 3 August: Summary of last week’s newsletter

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The OMG newsletter recommends at least 15 companies each month, using the writers’ experience of small caps to give you a winning edge. Last week they wrote about Universe Group and Empresaria. Read about these Opportunities 4 Material Gains!

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Mid-week Tip Wednesday 27th July 

Since 2000 Universe Group (AIM: UNG) has been developing and supplying retail management solutions, payment, and loyalty systems to fuel forecourts and convenience retailers and can claim to be a market leader.  It designs, builds, installs terminals as well as support systems in over 5,700 retail sites and processing over 15 billion transactions each year through its data centres. he Chairman significantly increased his holding with £1m worth at 5p from a former Director of an acquired business, while 19.4m options were recently granted to directors at 5.4p. The shares are tightly held with more than 71% held by institutions including Gresham Hse with 17%, Downing 16.9% and Ennismore 7.5%.  The nature of the contracts allows visibility of revenue and the Interims to June, which will be announced in September, should show a sharp increase in profits. UNG are a niche Fin Tech payment systems company and the shares seem undervalued given the likelihood of a strong first half. Buy at 5.5p

 

Results Preview 2nd  August

Empresaria (LSE: EMR) 81p.
EMR is an international professional staffing business and was struggling before the challenges of Covid, due to Brixit and other legislative changes impacting on its growth.  The recent Trading update ahead of next Thursday’s interims suggested that a double recovery could be underway as Net Fee Income (NFI) in the second quarter was  30% ahead and profits  Interims to June  is expected to be significantly ahead. The shares helped by a protracted share-buyback programme are at a 52-week high and gratifyingly ahead of our recommendation at 69p, Interims Thursday 12th August

 

Reviews from 25th  July 

Reviews

OMIP – 8.5p – Long way to Tipperary

SYM – 23p – Refreshed

ANCR – 340p – Sell 

DX. – 33p – Freight growth 

ORPH – 25p – Poolbeg Pharma joins AIM

BEG – 132p – Current year boost

PGH – 265p – Revenues recovering 

BOKU – 184.5p – 21% organic growth

KETL – 320p – New products momentum

KAPE – 300p – 60% growth in sales

EYE – 517.5p – Cash generation 

RUA – 131.5p – Sufficient cash

IQG – 123.5p – Recurring revenues surge

DOTD – 250p – Profit upgrade

 

Finally The prospects seem set for the hot air of inflation to dampen to lower growth which should help the performance of smaller companies…….

 

OMG!  Opportunity for Massive Gains is a Premium Newsletter on ADVFN with two reports each week written by experienced small cap specialists. To get trips like this every week, sign up here.   

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