the naked trader Robbie Burns thoughts on GMS : GMS has pulled back all the way to a quid and that looks like any bad news is in the price so I have bought some back. Looks well oversold and any half decent statement would see them rocket. I would guess it could rise 20% one morning when you least expect it.
Yo, Im trying to make sense of the news on 5th January regarding excersise of options. So 160k of shares are going to be added to the current 18million which I am guessing may briefly lower the share price? Then the director is looking to buy 28% of the shares which I should think would make it boom upwards? Only been trading couple of months and first time Ive come across this scenario would greatly appreciate a little advice to help ascertain its meaning and influence on current SP
One of the 2015 MIDAS SHARE TIPS http://www.thisismoney.co.uk/money/investing/article-2895641/MIDAS-SHARE-TIPS-Sprinkling-gold-dust-make-drugs-firm-2015-winner.html Engineering group Hayward Tyler fell on hard times during and after the recession, but is now well on the road to recovery. The shares are 78¾p and should move higher as chief executive Ewan Lloyd-Baker delivers on his strategy and the business expands. Hayward Tyler traces its roots back to 1815 and has spent the past two centuries at the forefront of the engineering sector. Today, it is a world leader in so-called ‘mission critical’ electric motors and pumps, used in situations where failure would be catastrophic. The pumps are sold to firms in a range of markets, including conventional and nuclear energy, oil and gas and petrochemicals. They drive cooling water around 100ft-high boilers in conventional power stations, propel extremely hot, hard-tohandle liquids in nuclear plants and are used by the oil and gas industry in offshore production. Lloyd-Baker is a financier by background, specialising in turning round ailing companies. He floated Hayward Tyler on AIM in 2010 and spent the following three years restructuring the business. During the process, he remortgaged his house to participate in a fundraising round and did not pay himself a salary for 18 months. Now an 8 per cent shareholder, he is clearly incentivised to make Hayward Tyler work. Headquartered in Luton, the company has won multiple awards for its manufacturing expertise and customers come from around the globe, particularly China, India and America. Last month, the group received a £3.5million Government grant to help finance the expansion of the Luton plant. The project will take about 18 months to complete, but it will double capacity and make the site considerably more efficient. Hayward Tyler’s pumps are huge, complicated pieces of kit. They take up to a year to construct and only 80 to 100 pumps are made each year. Once installed, they last for many years but need regular maintenance to ensure they are operating effectively. Just over half Hayward Tyler’s revenues come from aftercare and this should provide an increasing amount of business as the group expands. On a sector basis, the group derives more than 60 per cent of its revenues from the energy industry and is benefiting from particularly strong growth in China and the US. About 10 per cent of revenues come from the nuclear sector, but this should grow as the UK and other countries increase their use of nuclear generation to provide power for domestic and commercial purposes. Brokers expect profits to increase by 15 per cent to £4.6 million in the year to March, rising to £5 million in 2016. The company also pays a dividend, expected to be 1.3p this year, rising to 1.4p next. Midas verdict: Hayward Tyler is a British manufacturer that punches above its weight, thanks to first-class engineering
Money Observer wrote a positive piece on HAYT in the January 2015 issue. Article below. Hayward Tylers share price has tripled since summer 2013, and for good reason. The company has undergone a major restructuring, upgraded its manufacturing facilities in Luton, and exchanged one major shareholder for a collection of supportive city institutions. Now earnings are beginning to grow, and fast. Power stations need Haywards expensive boiler circulating pumps, and its motors end up on oil rigs and deep undersea. It's a growing market, and Hayward is one of the best in the business. Earnings per share are expected to rise by 13% in the year to march 2015 and 11 % in 2016.
Shares Magzine sound bullish on 300-350p being hit within a year, one of their picks for 2015. Article BelowL: Out-competing both large and small rivals for years, Gamma Communications (GAMA:AIM) is a telecoms technology rarity growing at a pace that is far out-stripping its peer group. We believe the shares will put up a banner performance in 2015 on a forecast upgrade and re-rating double-whammy. Analysts at Investec have a 295p target price slapped on the stock, but we think the shares could go close to 350p during the next 12 months. Newbury-based Gamma finally joined AIM on 10 October after pulling its previous float attempt as markets turned sour. This is a technology-based supplier of communications solutions in the UK. Its cloud and call control products allow businesses to manage increasingly complex voice, data and mobility requirements. It also provides best-in-class broadband, ethernet, mobile and data services. Unlike most telecoms stocks exposed to a secularly declining industry, Gamma has focused on developing its own intellectual property-based solutions to exploit growth niches. With a proven record for innovative development and fast deployment, Gamma is already a leading player in areas such as SIP trunk deployment (a way of plugging into a cheaper, faster and more reliable network) and hosted PBX, which effectively uses a web portal interface to provide an end-toend, managed communications hub. But what also stands out is Gamma’s route to market. It doesn’t have an army of engineers, vans and sales people, instead relying on a backbone of more than 650 channel partners to sells its products and services, such as Network Telecom, OPUS and the soon to go private Daisy (DAY:AIM). Roughly 80% of last year’s near-£150 million of revenue came through channel partners. Effective cross-selling of several, multi-year solutions together has been part of this successful story. In 2010 ‘bundled’ revenues (SIP, hosted PBX, inbound, data services, for example) were effectively zero, yet analysis by Investec suggest close of 50% of gross profit will be derived from channel partners selling four, even five, products and services in a package. This helps make customers increasingly sticky and future revenues more reliable, with at the same time maintaining lofty gross margins, about 48% from next-generation services. Current forecasts fail to reflect this track record or position of market strength. Investec admits its own estimates are set ‘conservatively,’ with earnings per share (EPS) growth in the low single-digits for 2015 and 2016. By contrast, this year’s EPS is anticipated to rise 26%. Assuming 16% growth can be met in each of the next two years, and applying an 16-times price to earnings (PE) multiple, reasonable given the growth and implied 2.6% dividend yield next year, the shares could be trading beyond 300p inside of a year.
positive mention on ThisIsMoney.co.uk, IOMART director states that new wearable technology will increase the need for cloud storage in 2015. http://www.thisismoney.co.uk/money/diyinvesting/article-2886187/SMALL-CAPS-wearable-technology-shares-come-fashion-2015.html