ADVFN Logo ADVFN

We could not find any results for:
Make sure your spelling is correct or try broadening your search.

Trending Now

Toplists

It looks like you aren't logged in.
Click the button below to log in and view your recent history.

Hot Features

Registration Strip Icon for pro Trade like a pro: Leverage real-time discussions and market-moving ideas to outperform.

OMG! Tuesday 16 November: Summary of last week’s newsletter

Share On Facebook
share on Linkedin
Print

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 Amryt Pharma and SysGroup. Read about these Opportunities 4 Material Gains!

©

Mid-week Tip

Orphan Disease Opportunity

Amryt Pharma (LSE: AMYT)  166.5p Mkt Cap  £529m. It has proved to be adept at acquiring treatments with potential to build revenues and it has become a leader in rare and orphan disease treatments. Management has shown that it can identify acquisition opportunities that can enhance earnings. The focus is niche diseases that do not attract the interest of the large pharma companies. The latest acquisition was Chiasma, which has developed and launched Acromegaly treatment Mycapssa. This involved the issue of more than 1127 million shares and that has held back the share price since the deal was announced during May. The global market for Mycapssa is estimated to be $800m. The drug is priced at a level designed to facilitate access to the oral treatment, which is more attractive to patients than the injectable rival. The existing Metreleptin sales force is being used to sell the drug, while the Chiasma sales team can sell other Amryt treatments. Monthly orders in October were more than treble the January figure. Costs are being reduced and Amryt has identified a reduction of at least $50m a year. Revenues for the three existing treatments continue to grow and there is significant uplift potential from approval for Oleogel-S10. There could be further short-term volatility in the share price and investors need to take a long-term view. Buy.

 

Results Preview

SYS – 30p – Recovery to acquisitive growth

SysGroup (LSE:SYS)  Mkt Cap £15m Interims  Monday 22nd November. Pre Covid, SYS rated as an acquisitive growth stock in an attractive consolidating sector. Rolling-on to the interims which are half-way to the year ending March 2022. It expects to report a 16% fall in revenue for to £7.58m of which around 70% is sticky reoccurring income. The issue is that new customers are deferring and curtailing expenditure decisions and face2face meetings that may help to increase the sales pipeline remain constrained. SysGroup cloud-based services support clients strategic and operational IT requirements. Aimed at enabling clients to free up resources, grow their core business and avoid the distractions and complexity of inhouse IT services. The Covid pandemic should have made the corporate tech sector even more relevant. The net cash position should have improved from £1.17m to £1.96m.Given that the organic recovery should start showing SYS make a medium term Buy

 

Reviews

NWT – 44.50  – Director Dealt a poor hand

GDR – 18p – Missed the Covid surge

TRCS – 1000p – Williams benefit to come

  1. – 29.25p – Freight success

CGS – 374p – Order conversion declines

MNO – 13.25p – Transmission contract

PRES – 78.5p – Reduced loss

PTD – 55.5p – Ethiopia reassurance

 

Finally: 

A rogue set of figures could speed-up the slow-motion economic growth v inflation narrative.


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.

CLICK HERE TO REGISTER FOR FREE ON ADVFN, the world's leading stocks and shares information website, provides the private investor with all the latest high-tech trading tools and includes live price data streaming, stock quotes and the option to access 'Level 2' data on all of the world's key exchanges (LSE, NYSE, NASDAQ, Euronext etc).

This area of the ADVFN.com site is for independent financial commentary. These blogs are provided by independent authors via a common carrier platform and do not represent the opinions of ADVFN Plc. ADVFN Plc does not monitor, approve, endorse or exert editorial control over these articles and does not therefore accept responsibility for or make any warranties in connection with or recommend that you or any third party rely on such information. The information available at ADVFN.com is for your general information and use and is not intended to address your particular requirements. In particular, the information does not constitute any form of advice or recommendation by ADVFN.COM and is not intended to be relied upon by users in making (or refraining from making) any investment decisions. Authors may or may not have positions in stocks that they are discussing but it should be considered very likely that their opinions are aligned with their trading and that they hold positions in companies, forex, commodities and other instruments they discuss.

Leave A Reply

 
Do you want to write for our Newspaper? Get in touch: newspaper@advfn.com