Member Info for MickTKipper

PTEC PLAYTEC MASSIVE Broker Upgrade....... 31 Jan Playtech Ltd PTEC Panmure Gordon Buy 0.00 457.60 419.00 605.00 Upgrades <b>TARGET SP 605P.</b>

UBS has reiterated its 'buy' rating for engineering giant GKN and raised its target price for the stock from 230p to 270p, saying that "life should get better" after a difficult fourth quarter.

29 Jan GKN PLC GKN Citigroup Buy 224.45 241.50 290.00 290.00 Reiterates SP Target 290p.

Moving up nicely.

Broker note out late yesterday afternoon... 23 Jan Paragon Group of... PAG Canaccord Genuity Buy 273.05 270.30 313.00 313.00 Retains 313p SP TARGET.

PAG breakout.......... http://charts.moneyam.com/Chart.aspx?Provider=EODIntra&Code=PAG&Size=700&Skin=BlackBlue&Type=3&Scale=0&Cycle=DAY3&Span=YEAR1&OVER=EMA(12);EMA(25);EMA(50);EMA(200)&IND=VOLMA(60);MTM(6,6);ADX(14)&Layout=2Line;Default;Price;HisDate&XCycle=&XFormat="

GKN Brokers well onside............ GKN Broker Views Date Broker Recommendation Price Old target price New target price Notes 17 Jan Credit Suisse Outperform 244.25 255.00 255.00 Reiterates 17 Jan Oriel Securities Buy 244.25 300.00 300.00 Reiterates 15 Jan Bank of America Merrill Lynch Buy 244.25 280.00 280.00 Reiterates 11 Jan Investec Buy 244.25 224.00 275.00 Upgrades N@P Building society.

PTEC PLAYTECH Brokers with a BUY reco on PTEC..... Forward P/E of just over 10 for a tech company and one that yields 3.86%....way way too cheap. Its a bargain at this price imo. Date Company Name Broker Rec. Price Old target price New target price Notes 21 Dec 12 Playtech Ltd Daniel Stewart Buy 454.00 495.00 - Reiterates 08 Nov 12 Playtech Ltd Deutsche Bank Buy 454.00 470.00 470.00 Reiterates 07 Nov 12 Playtech Ltd Canaccord Genuity Buy 454.00 480.00 505.00 Reiterates 07 Nov 12 Playtech Ltd Daniel Stewart Buy 454.00 480.00 495.00 Reiterates 07 Nov 12 Playtech Ltd Peel Hunt Buy 454.00 438.00 464.00 Reiterates N@P Building Society INVESTMENT RATIOS 2011 (A) 2012 (E) 2013 (E) EBITDA £96.59m £141.10m £150.34m EBIT £72.26m £58.63m £65.12m Dividend Yield 1.81% 3.71% 3.86% Dividend Cover 3.25x 2.52x 2.58x PER 17.02x 10.70x 10.03x PEG 0.88f 0.18f 1.52f Net Asset Value PS 31.40p 143.77p 160.35p Hemscott Premium.

IOM IOMART Breaking out from Flag chart pattern. Brokers certainly behind it..... Date Company Name Broker Rec. Price Old target price New target price Notes 13 Dec 12 Iomart Group PLC Peel Hunt Buy 208.50 230.00 230.00 Reiterates 27 Nov 12 Iomart Group PLC Finncap Buy 208.50 200.00 240.00 Reiterates 27 Nov 12 Iomart Group PLC Nomura Code Neutral 208.50 190.00 - Downgrades 27 Nov 12 Iomart Group PLC N+1 Singer Buy 208.50 - 230.00 Reiterates 26 Nov 12 Iomart Group PLC Canaccord Genuity Buy 208.50 200.00 248.00 Retains

Todays Broker snaps.......so far. Pace Broker Views Date Broker Recommendation Price Old target price New target price Notes 10 Jan Canaccord Genuity Buy 198.25 228.00 233.00 Retains 10 Jan Espirito Santo Execution Noble Buy 198.25 235.00 260.00 Reiterates 10 Jan Peel Hunt Buy 198.25 250.00 250.00 Retains N@P Building Society.

PAG PARAGON This from Broker Berenberg this morning... Paragon: According to research by specialist mortgage broker Mortgages for Business, more than 55% of landlords are looking to increase their property portfolios and over 40% plan to remortgage over the next six months. The buy-to-let sector continues to see a modest recovery stemming from attractive yields (6-7%) available on residential property investments as tenant demand surges due to continued limited access to credit for first-time buyers. This will benefit Paragon, which is looking to take advantage of this trend by more than doubling new lending to c.£400m in 2013. The stock has re-rated sharply in last six months (up c.60%) and now trades on a 2013 P/TBV of 0.9x for an RoTE of 9%.

ITE And again with ITE we find that the company is relatively cheap on a historical basis. Forward P/E of 12.7 to 2013, P/E for 2012 17.5 ITE Group PLC FORECASTS 2013 2014 Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) N+1 Singer [R] 04-01-13 BUY 58.50 18.30 7.00 58.50 18.30 7.40 Peel Hunt 04-01-13 BUY 57.48 17.56 6.83 58.62 17.81 7.17 Numis Securities Ltd 03-01-13 BUY 56.00 17.90 6.90 57.00 18.30 7.20 Investec Securities 13-12-12 BUY 56.20 17.80 7.00 57.20 18.10 7.50 Westhouse Securities 11-12-12 ADD 56.30 57.50 Canaccord Genuity Ltd 04-12-12 BUY 57.00 17.80 7.00 58.30 18.00 7.40 2013 2014 Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Consensus 56.75 17.84 6.97 57.66 18.05 7.33 1 Month Change 0.44 0.11 0.03 0.25 0.04 -0.04 3 Month Change -0.13 -0.01 0.07 0.41 0.19 -0.07 GROWTH 2012 (A) 2013 (E) 2014 (E) Norm. EPS -0.99% 36.98% 1.21% DPS 6.78% 10.68% 5.08% INVESTMENT RATIOS 2012 (A) 2013 (E) 2014 (E) EBITDA £53.08m £59.55m £59.15m EBIT £38.46m £46.50m £46.50m Dividend Yield 2.77% 3.07% 3.22% Dividend Cover 2.07x 2.56x 2.46x <b>PER 17.45x 12.74x 12.59x </b> PEG -17.70f 0.34f 10.39f Net Asset Value PS -15.22p 43.10p 47.50p hemscott premium.

ITE Looks like a temporary market discrepancy here. Often thrown up and profitable to take advantage of it. Brokers have SP targets well north of present SP. Looks excelent value. G Sachs CONVICTION BUY!!. Date Company Name Broker Rec. Price Old target price New target price Notes 11 Dec 12 ITE Group PLC Peel Hunt Buy 225.65 260.00 250.00 Retains 11 Dec 12 ITE Group PLC Westhouse Securities Add 225.65 261.00 261.00 07 07 Dec 12 ITE Group PLC Goldman Sachs Conviction Buy 225.65 315.00 325.00 Retains 05 Dec 12 ITE Group PLC Investec Buy 225.65 247.00 255.00 Reiterates 05 Dec 12 ITE Group PLC Numis Buy 225.65 294.00 294.00 Retains 04 Dec 12 ITE Group PLC Canaccord Genuity Buy 225.65 243.00 243.00 Reiterates

PIC PACE Broker BUY support for PIC.... Date Company Name Broker Rec. Price Old target price New target price Notes 21 Dec Pace PLC Canaccord Genuity Buy 190.30 150.00 228.00 Upgrades 21 Dec Pace PLC Peel Hunt Buy 190.30 - 250.00 Retains 11 Dec Pace PLC Espirito Santo Execution Noble Buy 190.30 235.00 235.00 Reiterates 03 Dec Pace PLC JP Morgan Cazenove Overweight 190.30 216.00 - Retains 14 Nov Pace PLC Peel Hunt Buy 190.30 200.00 250.00 Retains 06 Nov Pace PLC JP Morgan Cazenove Overweight 190.30 134.00 205.00 Retains 16 Oct Pace PLC Exane BNP Paribas Outperform 190.30 160.00 205.00 Retains

OML Old Mutual Broker Buy List....... Date Company Name Broker Rec. Price Old target price New target price Notes 20 Nov Old Mutual PLC Deutsche Bank Buy 182.65 195.00 195.00 Reiterates 20 Nov Old Mutual PLC UBS Buy 182.65 205.00 205.00 Retains 14 Nov Old Mutual PLC RBC Capital Markets Sector Performer 182.65 - - Reiterates 07 Nov Old Mutual PLC Shore Capital Hold 182.65 - - Reiterates 06 Nov Old Mutual PLC JP Morgan Cazenove Overweight 182.65 192.00 186.00 Reiterates 12 Oct Old Mutual PLC Goldman Sachs Buy 182.65 208.00 227.20 Retains

OML Old Mutual...... Breakout with strong momentum behind it......... http://uk.advfn.com/p.php?pid=legacydaily&epic=L^OML&type=2&size=2&period=5&ind_type1=1&ind1_1=&ind2_1=&ind_type2=8&ind1_2=&ind2_2=&ind_type3=2&ind1_3=12&ind2_3=&olx_1=3&ma_type1=3&o_1maday1=25&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=1

breakout??.

PIC PACE Just a re-cap on brokers with buy notes out and their SP targets..... Date Company Name Broker Rec. Price Old target price New target price Notes 12 Dec Pace PLC Peel Hunt Buy 188.05 250.00 - Retains 11 Dec Pace PLC Espirito Santo Execution Noble Buy 188.05 235.00 235.00 Reiterates Reiterates 03 Dec Pace PLC JP Morgan Cazenove Overweight 188.05 216.00 - Retains 14 Nov Pace PLC Canaccord Genuity Buy 188.05 205.00 228.00 Retains 14 Nov Pace PLC Peel Hunt Buy 188.05 200.00 250.00 Retains N@P Building Society.

Jefferies - Buy - 230p target.

Just posted on twitter..... razer &#8207;@SharesMagSteve More @Pace. 14 Nov @Canaccord BUY P/T 228p on more cost cuts.