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Paul Scott @paulypilot · 2h Today's small cap report (BLNX, MTC, TPT, JSG): http://www.stockopedia.com/content/small-cap-value-report-2-jul-2014-blnx-jsg-mtc-tpt-84463/ … Topps Tiles (LON:TPT) I was right about shares in Topps Tiles having run well ahead of events late last year, and early this year, where they peaked at just over 150p. That was far too high, although the company has been reporting strong LFL sales increases for a while now. So with operational gearing, that could lead to a big improvement in profitability. Broker forecasts have been creeping up and are now around 7p EPS. I'm wondering if the company might exceed that, so perhaps 7-8p could be the likely range? That's just a hunch based on my previous crunching of the figures here. Today's Q3 statement is good, saying LFL sales were up 6.3%, which is excellent - clearly the company is gaining market share. On outlook for the full year (ending 30 Sep 2014) the company says; The third quarter performance is in line with management's expectations and we remain comfortable with market expectations for the year as a whole. So to my mind I think that means 7p+ should be in the bag for the year. With the shares now having come down to a much more realistic share price of 107p, I'm tempted to have a nibble. They could do 10p+ EPS next year, so the forward PER could be as low as 10. That would be an attractive price if it had a decent Balance Sheet. Trouble is, net debt is still far too high here, and it has a horrible Balance Sheet. That said, the market has disregarded their Balance Sheet issues before, and debt has been refinanced to May 2019. I can't bring myself to disregard the debt, but for people who are more risk tolerant than me, this could be a good entry point at 107p, in my opinion only - NB as usual, not a recommendation, just a view. So vital to do your own research as always. You know what? I've changed my mind. I think there's a possible 25% profit to be had here, and it pays a dividend, I've bought a few at 108p. Not a big position, just dipping my toe in the water. - See more at: http://www.stockopedia.com/content/small-cap-value-report-2-jul-2014-blnx-jsg-mtc-tpt-84463/#sthash.5PL8uLF6.dpuf

By Samantha Schmidt LONDON--Sales at U.K. tile specialist Topps Tiles PLC (TPT.LN) are building on the momentum of the nation's housing market and increased consumer confidence, its chief executive said Wednesday. The company, which operates from 330 stores nationwide, has sustained its growth since swinging to profit at the start of the financial year, Matthew Williams told Dow Jones Newswires following the release of its third-quarter trading update. Performance has been strongest in London and the south east, where the property market is strongest, Mr. Williams said. Earlier Wednesday, the company reported that sales rose by 6.3% on the year in the third quarter, compared with a fall of 1.5% a year earlier. Boosted tile sales are generally tied to disposable income and consumer sentiment, but are also linked to the number of housing transactions, Mr. Williams said. In 2007, a quarter of all Topps Tiles' sales were attributable to the booming housing market, he said, but tile sales were squeezed when the 2008 financial crash led to fewer property transactions. "The bigger thing for us is consumer confidence, although housing transactions are helpful when they come," Mr. Williams said. "This is all heavily incorporated in what's happening in the tile market in general." The company has sharpened its focus on product development and has seen encouraging results from trials of its smaller "Topps Tiles Boutique" stores. The smaller-store concept is part of a quest to get the brand in front of more people, Mr. Williams said. "All stakeholders are really excited about the boutiques," Mr. Williams said. "Boutiques offer a different route." The company hopes the boutiques will help it reach its target of having 400 stores in the U.K., Mr. Williams said, without providing a timeframe. Topps Tiles plans to open five stores in this financial year. The chief executive said the company aims to meet the goal of taking a third of the tile market in the U.K. The most recently reported market share was 28.5%. "We'll be higher than that by the end of the financial year," he said. Topps Tiles shares at 1035 GMT traded up 2.75 pence, or 2.64%, at 107 pence valuing the company at 207.64 million pounds ($355.61 million).

Looks good to me and will hold for what I see as continued growth,,,,,,,,,,Only in my opinion so DYOR Vmoto says overall trading in line with expectations 2 July 2014 | 07:56am Vmoto said it continues to grow earnings, with normalised net profit (excluding one off share based expenses as a result of the issue of performance rights, shares and options following the Company's AGM on 20 May 2014) after tax generated for the month of May 2014 of approximately A$193,000 (unaudited). The Company's growing revenues and profits are a clear demonstration of the increasing traction Vmoto brands are achieving in key markets in China and Asia in general. The Company is becoming recognised for its premium electric scooter products and is delivering on its strategy off the back of this reputation. Summary: - Continued strong growth in demand for Vmoto's electric scooters with overall trading in line with expectations - Continued growth in profitability with normalised NPAT of ~A$193,000 for the month of May 2014 (unaudited) - OEM production on track to achieve 64,800 units in FY14, with 19,059 units distributed from 1 January 2014 to the end of May 2014 (including traditionally quieter Chinese New Year period) - Further growth in international sales pipeline - 30,414 scooters sold from 1 January 2014 to the end of May 2014 including 5,466 from Vmoto's retail stores - Delivered sample scooters to Hong Kong distributor to supply to DHL, a leading international delivery and courier group - Exhibited in Post Expo Asia Pacific 2014 held in Hong Kong over May 20 - 21 - Delivered first container of scooters to Indonesian distributor - Vietnamese distributor exhibited at Entech Hanoi 2014 held over May 21 - 23

Yes one to tuck away,,,,,,,,,I'm in no rush to sell what I see as well run company with plenty of growth ahead,,,,,,,,,,IMO Shares Mag. write up in March Said 'compelling growth story and play on the UK economic recovery', which 'looks set to beat forecasts.' Quoting Dowgate Capital who see 'sales surging 36% to £20.14m in 2014, driven by organic growth and cross-selling benefits and prompting a swing from £700,000 losses to £2.2m profits. Revenue should rise a further 25% to £25.5m in 2015, sending profits 70% higher to £3.9m for 0.116p of earnings' As always DYOR

Agree ,,,,,,,,a good place to get in and indeed had a few more myself :-) all IMO

Buyer's in on that news :-) DYOR

Simon McGivern, CEO of LiteBulb, commented: "I am very pleased to see the progress that the business is making as we grow our revenues to a critical mass significantly above the £8m that we recorded in the 12 months to December 2013. We continue to see organic growth in sales across the Group and I am delighted with the growing contribution from Go Entertain since the acquisition in April. I remain confident that we are on track to deliver further significant growth this year."

Regulatory News £1m of Orders Signed with Major Retailers Tue, 1st Jul 2014 07:00 RNS Number : 9938K Litebulb Group Limited 01 July 2014 ? 1 July 2014 LiteBulb Group Limited ("LiteBulb" or the "Company" or the "Group") £1m of orders signed with major retailers including Debenhams and Tchibo LiteBulb (AIM: LBB), the brand and product development specialist, has received orders totalling over £1m from a number of major retailers. This includes developing and extending a new range of products for a major UK retailer, the inclusion of products in Debenham's Christmas Gift Range and the supply of products to German retailer Tchibo. Major UK retailer GO Entertainment Group Limited ("GO Entertain"), a fully owned subsidiary of LiteBulb, has signed an agreement with a major UK retailer to develop a new range of products covering books, memorabilia, DVDs and magazines. LiteBulb will extend the retailer's magazine and DVD range with 24 new magazines and four new DVD sets covering brands such as the History Channel, Discovery, BBC, ESPN and the Imperial War Museum. An initial range was delivered in April but the majority of the agreement relates to orders for September in time for the busier Q4 retail trading period. The agreement represents a significant increase on previous orders placed with GO Entertain and reflects the increased traction with blue chip retailers and the impact that the larger portfolio of products is having on purchasing orders. Debenhams In addition, LiteBulb, has received an order from Debenhams through its wholly owned subsidiary, Bluw, to supply over 30 items for their Christmas Gift Range. The items include gift sets, stocking fillers and novelty toys, as well as Dr Who and Star Wars branded items and items from the popular Silly Socks range - one of LiteBulb's best-selling Christmas Gifts in 2013. The order from Debenhams represents a 16% increase on Christmas orders for 2013. Tchibo Bluw, has also signed up a new account, Tchibo, the German retailer with over 1,500 outlets across Europe. The initial order includes items from the Star Wars merchandise range as well as items from the popular Scootrix range of scooter accessories. Like many retailers, Tchibo are looking for new and innovative products to add to their offering and it is hoped that this relationship will develop to include further orders from the wider LiteBulb portfolio. Simon McGivern, CEO of LiteBulb, commented: "I am very pleased to see the progress that the business is making as we grow our revenues to a critical mass significantly above the £8m that we recorded in the 12 months to December 2013. We continue to see organic growth in sales across the Group and I am delighted with the growing contribution from Go Entertain since the acquisition in April. I remain confident that we are on track to deliver further significan

Strong finish by the looks of it :-) DYOR

Buyer's in again this morning I see :-)

Me too,,,,,,,,,,see the buyer's quickly moved in on the dip,,,,,,,,,,,,,I took advantage of having a few more, Think the future is bright for RM2 and with the new 265,000 sq ft production facility in Ontario Canada, having the "capacity for machinery capable of pultruding the parts for up to about 8m BLOCKPal pallets a year (up more than 100% from the anticipated capacity of the existing 135,000 square foot facility at the IPO)". Operations are expected to begin at that location in June 2014. If all goes to plan 2015 should give us a good return on our investment in RM2 Only my opinion so DYOR

Some sells to be expected and sp dip,,,,,,,,however I agree with Hoody,,,,,,,,,,,,,£2 may well be on the cards in a year or so,,,,,,,,Happy to tuck this one away,,,,,,,,,,also looking forward to hearing about some new contracts

http://guerillainvesting.co.uk/2014/06/26/vialogy-im-in-for-a-spin/

I'm also thinking a contract win RNS may not be to far away,,,,,DYOR

Got us some interest :-)

Buyer's in again this morning :-) DYOR

Continuing to move up,,,,,,,,NW follower's maybe ? and why not he has a great track record.............then we have Sir Stuart Rose and Paul Walsh guiding us DYOR

Buy's coming in now I see...............DYOR

Good start to the day here for us,,,,,,,,,unless NW has lost the plot I am happy to follow him into Rm2 at this level,,,,,DYOR of course but an nice looking chart here atm :-)

Then it's good enough for me,,,,,,,,happy to be in at this sp Neil Woodford’s First Buys For His New Fund By G A Chester - Tuesday, 24 June, 2014 | See also: AZNBAETXRENERM2 0 inShare The initial offer period for Neil Woodford’s new CF Woodford Equity Income Fund closed at noon last Thursday (19 June). The renowned fund manager told us during the morning: “I can’t pre-announce my exact investment intentions but I do have a clear idea of what the starting portfolio … will look like. … I can start to build the portfolio this afternoon. I intend to proceed in a careful and considered manner, with a strong, disciplined focus on valuation — I won’t buy any share for the portfolio unless I view its valuation as attractive”. Mitchell Fraser-Jones, Woodford’s Head of Investment Communications, sounded excited a few hours later, saying of his boss: “He’s rather busy this afternoon!” RM2 International One of Woodford’s Thursday afternoon buys was revealed on Friday when AIM-listed pallets companyRM2 International (LSE: RM2) disclosed that Woodford Investment Management had acquired 24,000,000 shares (7.5% of the company). RM2′s non-executive directors are far more glamorous than its business, because they include ex-Diageo chief executive Paul Walsh and former Marks & Spencer boss Sir Stuart Rose. Not bad for a company whose current share price of 52p gives a market capitalisation of a mere £167m. ReNeuron Group and e-Therapeutics Drug-discovery firm e-Therapeutics (LSE: ETX) and stem-cell business ReNeuron (LSE: RENE), both AIM companies, also disclosed that Woodford had bought shares on Thursday afternoon. T