Smallcap Recap Archives
March, 2005: Recom Managed Systems...China Energy & Carbon Black Holdings... Advance Nanotech...Ventana Medical Systems... Isolagen...TIR Systems...USA Technologies...USA Technologies
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. . . Listen to your body. Share price and trading volume for Recom Managed Systems (RECM.OB) have been climbing recently. Recom is a medical device company that focuses on amplification technology, which involves amplifying the body's signals of interest for diagnostic purposes. The company will be presenting recent R&D findings at a major electrocardiology conference in April.

. . . Lots of people ride bicycles in China. But with rapid modernization, more and more are driving cars. Which means more tires are needed. And that's good news for China Energy & Carbon Black Holdings (CHEY.OB). The company received production contracts totalling 8,300 tons of its specialty carbon black from 4 major tire and rubber makers in China. For the past two years, this energy and natural gas company has been focusing on China's auto industry. Looks like the strategy is paying off.

. . . From diamonds to diamond dust. Advance Nanotech (OTCBB:AVNA) recently announced the launch of a $2 million collaborative project with the University of Bristol to develop a new emissive display technology based on diamond dust. Earlier this month, the company completed a $20 million financing of common stock. The company intends to use the proceeds for further development of its portfolio of eighteen nanotechnology subsidiaries, licensing of additional opportunities and working capital.

. . . Anatomical pathology labs are hot. At least on television, with CSI and other medical shows providing "beauty shots" of lab work. But with recent financial results and a new patent, Ventana Medical Systems (NasdaqNM: VMSI) could also make Wall Street see the glamour in pathology labs. For the most recent 4th quarter, the company reported a 27% increase in sales over the fourth quarter of the previous year, and announced a 2 for 1 stock split in the form of a stock dividend. Revenue has nearly doubled since 2001. The company also announced it has been awarded a patent for a process that makes the preparation of tissue samples more efficient.

. . . The Wrinkle Effect. Find a better way to smooth wrinkles and
watch business take off. Isolagen (AMEX: ILE) may be seeing the advantages of the wrinkle effect. Recent follow up data on a clinical trial showed that the cosmetic benefits of its human collagen-injection system lasted at least a year. The length of time is a big deal. Current collagen treatments last a few months, and the bad press for Botox is mounting. The market is ripe for a longer lasting wrinkle treatment with a good safety profile. Isolagen says it plans to file for regulatory approval in the second half of 2005.

. . . Let there be light. (TSX: TIR) seems to be benefiting from a 24/7 world. Its Light Pipe Technology allows customers to dramatically reduce maintenance requirements over the conventional lighting systems it is replacing in 24/7 public facilities. The company recently received a contract for the interior of Chicago O'Hare International Airport Terminal 2. In the past week the stock has lifted from 2.75 to 3.35, but still has plenty of room to get back to its 52 week high of 9.47.

. . . Rush hour just isn't rush hour anymore. It has spread throughout large chunks of the business day anywhere near business centers. So time spent commuting inside autos keeps increasing. That is why the two new patents just awarded to USA Technologies (USTT:OB) are significant. Both patents protect the company's intellectual property for connecting a vehicle to the Internet through a wireless device. USTT's technology allows motorists to send and receive e-mail and transact e-commerce and e-business from inside a vehicle. The company seems intent on owning all the parking space in this area; they now own 6 patents related to automotive telematics patents with three more pending.

. . . China on the move. In 2004, over 300 million mobile phone users in China sent over 217 billion text messages through their mobile phones. That's over 217 times the text messages sent in 2000. At the beginning of 2004, China Mobility Solutions (CHMS.OB) chose to switch its focus to mobile business solutions in China. A wise choice if you connect the dots to the company's announcement on February 15th, of record sales and growth for 2004. CHMS is positioning itself to be a leading provider of mobile business solutions in China.