Member Info for Chan

Quite a move up since March ( Did anyone take notice?) A bit of profit taking but there is a good chance of further gains to come. Monday, 16th July 2007 Velti H1 performance 'strong'; forms marketing JV with Interpublic LONDON (Thomson Financial) - Velti PLC said its has delivered 'strong' performance in the first-half driven by mobile operator projects in the UK and southeastern Europe, and advertising agency and consumer brands engagements in the US and the UK. The provider of software platforms said it expects to meet its financial targets for the year as it reported a revenue growth of 80 pct. Separately, Velti said it has formed a joint venture mobile marketing company Ansible, with The Interpublic Group of Companies Inc. Financial details of the deal were not disclosed. TFN.newsdesk@thomson.com

Sportech Our view: Buy Current price: 16p Can Sportech spearhead a revival in the Pools? The company, which runs Littlewoods, is trying to merge it with Vernons, but faces a Competition Commission probe first. This seems unfair - there is only one operator of the National Lottery, after all - but regardless of this, it might be worth taking a punt on these shares. Yesterday the company appointed the former Leicester City chairman John Holmes as a non-executive, a good hire given that football-based games are its bread and butter. And there is ample opportunity to expand its business and add new games both here and overseas - it already has a flourishing business in selling the pools to Mauritius, for example. Then there is the addition of games linked to other sports, such as cricket and rugby (who said it had to be a round ball that you had to spot?). The sale of the loss-making bookie Bet Direct has been a good one, and the company is actively paying down debt (no bad thing in the current climate). At 12 times this year's earnings (there is no dividend), the shares are worth a speculative flutter.

Looks an interesting Longer term play with the neccesary turn around and re-shaping of the company. Read the Fundraising, reorganisation and trading update ( 13 July ) and this is a signal to place NTX on the radar!

Take a look at the Five Year Graph, absolute poetry and a true Investors Treasure Chest.

Monday, 16th July 2007 Hamworthy wins 2 contracts with Korea's HHI worth more than 17 mln stg LONDON (Thomson Financial) - Hamworthy PLC said it has won two more contracts, worth more than 17 mln stg, with Korea's Hyundai Heavy Industries (HHI) Group, to supply cargo handling engineering and equipment packages for six mid-sized liquid petroleum gas (LPG) carriers. The marine and offshore fluid handling systems maker said the packages include reliquefaction systems, deepwell cargo pumps, inert gas systems and engineering of cargo handling and deck tanks. Hamworthy said the ships will be constructed at HHI's Ulsan shipyard in Korea, and equipment deliveries to HHI will take place between August 2008 and January 2010. TFN.newsdesk@thomson.com

and rightly so! Fantastic choice twotone! Friday, 13th July 2007 Severfield-Rowan to take Datamonitor's place in FTSE-250 LONDON (Thomson Financial) - FTSE said that following the recommended cash offer for Datamonitor PLC by Informa being declared wholly unconditional, Datamonitor will be deleted from the FTSE-250 Index from the start of trading on July 18. Severfield-Rowen PLC will take its place in the mid-cap index. tf.TFN-Europe_newsdesk@thomson.com

Monday, 16th July 2007 Voller Energy says fuel cell auxiliary power unit certified by TUV SUED LONDON (Thomson Financial) - Fuel cell systems maker Voller Energy Group PLC said its fuel cell auxiliary power unit (APU) has been certified by German-based safety specialist, TUV SUED. Voller's APU is a 1 kilowatt class system operating from standard propane, liquefied petroleum gas or Calor gas and is designed for recreational vehicles and construction site welfare cabins. TUV is an international certification organization and EU Notified body providing CE marking assistance, testing and certification. TFN.newsdesk@thomson.com

Monday, 16th July 2007 08:50 Newmark Security FY pretax rises but co sees lower current yr H1 profit UPDATE (adds reason for H1 profit warning) LONDON (Thomson Financial) - Newmark Security PLC posted a higher full-year profit, but said results for the first half of the current year will be lower than a year earlier due to the impact of the contract for BAE Systems last year. Despite this, the board believes that further growth will be achieved in the current year overall after an 'encouraging' start. Newmark's pretax profit for the year to April 30 rose to 1.5 mln stg from 1.1 mln a year earlier, as sales from continuing operations rose 13 pct to 13.4 mln stg. Overall sales benefited from a 16 pct growth in the company's electronic division sales while asset protection sales grew by 10 pct. TFN.newsdesk@thomson.com

These Guys know what they are doing, have more confidence! Monday, 16th July 2007 08:32 UK smallcap opening - RCG Holdings jumps as H1 results to beat forecasts LONDON (Thomson Financial) - RCG Holdings Ltd was 9 pence higher at 99 after the biometrics and security software provider said it expects its first-half results to be significantly ahead of market expectations on strong revenues and margins that exceeded forecasts. The group also said it expects its second-half margins to be broadly in line with the first half, supported by new product launches.

http://www.plantoffshore.com/

12 July 2007 Cybit - Contract win Cybit (CYH) has this morning announced news of an encouraging £1.2 million contract for precise positioning equipment. The group announced it had been awarded a major contract for its satellite positioning equipment with one of the world's leading offshore construction services companies. Deliveries against the contract will be completed by September 2008. This morning's deal is essentially an extension of an existing contract, though it clearly underpins the successful relationship with this major group, having spanned several years already. I continue to think that the oil and gas sector offers significant potential for Cybit's systems. The company has the capability to add real value to its customer's businesses and is therefore confident of further sales progress in this area. I don't see any need to update my numbers at this time, though I should reiterate that earnings should comfortably hit 5.5p this year and this puts the shares on a multiple of 10.8, which for a rapidly growing company in a growing market is good value. A fair value multiple of 15 implies a target price of 82.5p and at 59.5p the stance remains "buy".

Good morning GedW, thank you for your message re: CYH. I know you have always followed Cybit and I remember buying some way back in 2005, they went down after and I lost confidence and sold. We had discussion about CYH in July 2005 ( see page 7 on the discussion pages ). With hindsight a good time to buy back in would have been March '06. After they climbed to 57p 'ish. Well now, they do appear to have got their house in order and are looking a good bet. May join you again with these. ( PS as you probably know, Tom Winnifrith rates this company too, 'looks take off time' good luck.

Good Call on this one GedW. Nice progress since late '06 13 July 2007 IDOX plc Director Shareholding The Board of IDOX announces that it received notification from Christopher Wright, Non-Executive Director of the Company, on 12 July 2007 that he bought 230,000 ordinary shares in IDOX on 12 July 2007 at 10.5 pence. Following this purchase Christopher Wright is interested, in personal capacity, in 452,222 ordinary shares in IDOX representing 0.13% of the current issued share capital. Christopher Wright also is a director of an affiliate of Merifin Capital NV which holds 6,520,833 ordinary shares representing 1.91% of the current issued share capital. The issued share capital of the Company is 341,927,567 ordinary shares of 1 pence per share.

Nice One GedW!

SP grown nicely since March. Up 60P and I'm sure will continue. The Competition has surely reduced from earlier times, and CHH's Vision and Mission is simply Slick!

It's now into the Top Six this afternoon, reached much higher SP on low volumes, the old market makers 'carrot on a stick' see what happens next week!

Hello sparkyA1, well at present it doesn't feel like the same company we knew last year, but surely it is. Generaly there seems to be buying and selling on a shorter basis. In turn this has some effect on Share prices not just RCG. Last year you wouldn't of seen the same comments as of late ie. quick profits. Take a look at the page at present, how is the SP going to stay up with the current attitude. Earlier this was a Stock to buy with a longer term view and even with the usual profit taking the volumes were there with more frequent good news. GedW made some interesting points on Tuesday. Recent punters thought this would be easy money over a few days. I'm afraid they are wrong. This is not critism it's pure observation. This is a great company it has broken several boundries and entered new Markets and time will show. The Directors have little control of the SP so what does that say. Of course the court case is no bonus, I hang in, for better days with funds that are all paid for out of my profits. This was a fruit tree you could prune at one stage, now it has been cut to the ground. So we have to wait. Good luck to all.

PS. Forgot to add there is a Bloomberg Interview with CEO David Martin on Arriva's website. Although recorded in March 07 it does cover important issues, ie. The European sector of the business and interesting that the Order Book covers the period up to 2020. Worth a Look!

The SP was sitting @ circa 650p around 25 June '07 now 812p A similar dip and rise last year and the SP each year rises. The five year Graph tells the story. With lots of good news recently, but of course some profit taking expected, would of thought Arriva was a good long term bet on the nerxt dip. It has to deserve some DIOR

Jonty remember reading about POGL recently, one to watch, I would say. Similar to KBC maybe. Looks an interesting company. The Admission to AIM RNS gives some insight into the companies' business. http://www.investegate.co.uk/Article.aspx?id=200707090800028443Z