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Monday, 2 Sep 2019
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Marcus Today Stock Market Insights - ISX & PNV

Some recent success stories in Small Caps

Two recent successes in iSignthis Ltd (ISX) and PolyNovo (PNV).

Results this week have galvanised ISX - a know-your-customer (KYC) provider of ID authentication - and it hit new all-time highs of 121.5c. The recent deal it has done with Visa has been the power behind the rally. We first recommended this one at 37c back in early May, as a way to benefit from the Buy-Now-Pay-Later (BNPL) boom. Legislation and regulatory authorities are clamping down and all the BNPL providers need to ensure adequate ID checks. ISX seemed to be a big part of the puzzle and we recommended for its exposure to the sector. We have been taking profits along the way and recently exited in the Small Cap Portfolio. Other subscribers have

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