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The Markets
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Proactive UK has moved.
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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
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Archive

Northland Capital Partners View on the City - Veltyco Group and Keras Resources

VELTYCO GROUP (LON:VLTY)

SECTOR – LEISURE

RATING – BUY*

MARKET CAP – £61.7m

CURRENT PRICE – 83p#

TARGET PRICE – 110p

ANALYST – MIKE JEREMY

Year-end Dec 2015A 2016A 2017E 2018E

Revenue (£m) 2.609 6.082 12.937 17.010

EBITDA (£m) 0.735 2.108 7.007 8.584

Adj. pre-tax Profit (£m) 0.588 1.737 6.763 8.290

Adj. EPS (p) 0.9 2.6 8.3 8.8

DPS (p) - - - -

Net Cash/(Debt) (£m) 0.016 0.118 4.589 13.077

P/E (x) 103.1 36.1 11.3 10.7

Dividend yield (%) - - - -

EV/EBITDA (x) 88.7 30.9 9.3 7.6

SOURCE: Northland Capital Partners Limited estimates. #Priced at prior trading day close. *Northland Capital Partners Limited acts as Broker to Veltyco Group and therefore this information should be viewed as a Marketing Communication.

EiG award for eSports.com

NORTHLAND VIEW

 Veltyco announces that eSports.com received the EIG Best Start-Up award during the EiG (Excellence-in-iGaming) conference held last week in Berlin.

Veltyco Group entered into its partnership agreement with Esports Radar, and its subsidiary Esports.com, in mid-October to develop esports-based opportunities including content development and related merchandising. EiG took place over two days from 30th October - see www.eigexpo.com. This award provides an indication of the profile eSports.com already enjoys within the sector.

COMPANY DESCRIPTION

Veltyco is a marketing and promotions business which refers customers to online casino, sports betting, lotteries and options trading brands.

Keras Resources (LON:KRS)

SECTOR – MINING

RATING –CORP*

MARKET CAP – £8.5m

CURRENT PRICE – 0.38p#

ANALYST – DR RYAN D. LONG

Year-end Sep 2015A 2016A

Revenue (£m) - 1.9 No forecasts provided

EBITDA (£m) (0.9) (1.5)

Adj. pre-tax Profit (£m) (5.7) (2.1)

Adj. EPS (p) (0.1) (0.2)

DPS (p) - -

Net Cash/(Debt) (£m) (0.8) (2.6)

P/E (x) - -

Dividend yield (%) - -

EV/EBITDA (x) - -

SOURCE: Northland Capital Partners Limited estimates. #Priced at prior trading day close. *Northland Capital Partners Limited acts as Nomad to Keras Resources and therefore this information should be viewed as a Marketing Communication.

Calidus Resources completes DD on Novo Tenements

NORTHLAND VIEW

 Calidus Resources, a company that Keras Resources holds 217.25m shares in, has completed its due diligence (DD) on the Novo Tenements that were included in the previously announced Term Sheet (20/09/17). It has also notified Novo Resources that all conditional precedents have been satisfied or waived and it will proceed with the transaction.

 Calidus also exercised its option to acquire the tenements covered under the Haoma option.

 Calidus has also received all of the funds from the second tranche of the A$10m placement.

Calidus Resources continues to cement its strategic position at the Warrawoona Gold Project, located in Western Australia. Calidus now looks set to acquire 70% of Novo’s Exploration Licences 45/3381, 45/4194, 45/4622, 45/4666 and Prospecting Licences 45/2661, 45/2662, 45/2781 on what we believe are very favourable terms. The consideration for the deal is 20m shares in Calidus and an expenditure commitment of A$2m over three years.

COMPANY DESCRIPTION

Keras Resources is an exploration company with interests in gold projects, located in Australia, a manganese project and a cobalt-nickel project, located in Togo.

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