Short Term Trading New Year: 27 Dec - 1 Jan, page-29

2019tip SMN

SMN make structural monitoring systems and have a deal with Delta/Boeing and working on many other airlines. It has been a lonnnnggg story but hoping 2019 will finally be the year we see significant revenue.

2019Q1 LPE, UBI, NTC

LPE: discount energy for strata blocks - growing rapidly with undemanding market cap.

UBI: just had their main revenue stream bought out - will have more USD cash than their market cap in Jan and still have other albeit smaller parts to their business.

NTC: revenue up, profit up but forecasting a flat year due to investment in 5G. Very low market cap given growth prospects. Anti-Huawei rhetoric helps. Definite takeover target.