๐Ÿ“ˆ ๐Ÿ Small Company Champion ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿ‡ฌ๐Ÿ‡ง (@LEMMINGINVESTOR) header
๐Ÿ“ˆ ๐Ÿ Small Company Champion ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿ‡ฌ๐Ÿ‡ง (@LEMMINGINVESTOR) profile picture

At Small Company Champion, we bridge investors and small-cap stars with in-depth research on high-growth, low-valuation gems across LSE, AIM, ASX, NASDAQ & NYSE

Joined March 2017
Photo by ๐Ÿ“ˆ ๐Ÿ Small Company Champion ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿ‡ฌ๐Ÿ‡ง (@LEMMINGINVESTOR)Photo by ๐Ÿ“ˆ ๐Ÿ Small Company Champion ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿ‡ฌ๐Ÿ‡ง (@LEMMINGINVESTOR)Photo by ๐Ÿ“ˆ ๐Ÿ Small Company Champion ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿ‡ฌ๐Ÿ‡ง (@LEMMINGINVESTOR)Photo by ๐Ÿ“ˆ ๐Ÿ Small Company Champion ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿ‡ฌ๐Ÿ‡ง (@LEMMINGINVESTOR)Photo by ๐Ÿ“ˆ ๐Ÿ Small Company Champion ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿ‡ฌ๐Ÿ‡ง (@LEMMINGINVESTOR)Photo by ๐Ÿ“ˆ ๐Ÿ Small Company Champion ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿ‡ฌ๐Ÿ‡ง (@LEMMINGINVESTOR)Photo by ๐Ÿ“ˆ ๐Ÿ Small Company Champion ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿ‡ฌ๐Ÿ‡ง (@LEMMINGINVESTOR)Photo by ๐Ÿ“ˆ ๐Ÿ Small Company Champion ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿ‡ฌ๐Ÿ‡ง (@LEMMINGINVESTOR)Photo by ๐Ÿ“ˆ ๐Ÿ Small Company Champion ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿ‡ฌ๐Ÿ‡ง (@LEMMINGINVESTOR)Photo by ๐Ÿ“ˆ ๐Ÿ Small Company Champion ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿ‡ฌ๐Ÿ‡ง (@LEMMINGINVESTOR)
OPEN SOURCE Small Company Champion: the winners AND the laggards. Since feature: #RollsRoyce +1,125.5% #RFX +302.5% #JNEO +145.2% Full watchlist belowโ€”research you can measure. #BOKU #CER #CRDA #FSG #GAW #BGEO #WISE 23 Oct. Price returns; dividends excluded. smallcompanychampion.substacโ€ฆ
1
162
A calm, unexciting update from MHA $MHA, which for an accountancy group is rather the point: H1 revenue up 11%, 4% organic, c.87% recurring. The ยฃ500m+ ambition will lean on M&A.
1
93
Filtronic $FTC is diversifying beyond SpaceX: $16.0m of satellite prototype work, a first GEO award and ยฃ2.1m of airborne radar contracts. Real progress, though still small beside its largest customer.
1
79
Mobico $MCG accepts 46p a share in cash: a 55.1% premium, but equity of c.ยฃ308m against an implied enterprise value of c.ยฃ2.3bn. The gap between those numbers is the debt, and most of the story.
1
110
Three regulars report within eight days. $CRDA and Lion Finance ($BGEO) sit well ahead of our feature prices. $WISE trails its benchmark despite strong growth. Wise reports after the US close on 12 Nov, so London gives its verdict on Friday the 13th.
1
80
MHA $MHA: H1 revenue up 11% to c.ยฃ134.6m, 4% of it organic, with recurring revenue steady at c.87%. On track for FY27 market expectations of ยฃ275.9m revenue and ยฃ50.8m underlying adjusted EBITDA. Interims on 19 Nov.
1
80
Filtronic $FTC AGM update: beyond its record $68.1m SpaceX order, it has added $16.0m of satellite prototype contracts, a first GEO Ka-band award ($0.3m) and ยฃ2.1m of airborne radar work. The board expects to meet market expectations.
1
117
Mobico $MCG has agreed a recommended 46p cash offer from a vehicle backed by its largest shareholder, the Cosmen family's CMC Group, and Asterion. A 55.1% premium to the 29.7p pre-offer close, valuing the equity at c.ยฃ308m.
1
131
From the Lemming watchlist: $AET's Etu deal has its final Angolan decree; the $15.2m upfront is c.4.2p a share, with cash at completion lower. $PLSR fell 9% on no news. Correction: $BBSN baseline is 41p after the 20:1 consolidation (+88%).
1
83
London close on 29 Oct: FTSE 100 up 0.3% to 10,722.07, AIM All-Share up 0.3% to 763.45 as the ECB held at 2.50%. Ten-year gilt at 5.26%. $VANQ fell 40% on weaker credit-card trends. The Bank of England decides on 5 Nov.
1
85