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Aggreko wins contract to provide power at 2018 Winter Olympics 04-01-2017 07:52 Jan 4 (Reuters) – UK's Aggreko Plc said on Wednesday it had been appointed the official temporary power provider for the 2018 Winter Olympics in Pyeongchang. The company, which is the world's largest temporary power provider, said it would provide power across 18 competition venues and broadcast centre as part of a contract expected to be valued at around $40 million. ... Aggreko had earlier pulled out of a tender to supply generators to the Olympic Games in Rio de Janeiro in 2016, after not being awarded the first tranche of contracts. ... The contract win comes amid a tough period for Aggreko, which said late last year it was reviewing the value of its North American fleet of oil and gas rental generators after further weakness in that market hit its quarterly revenue. ... Aggreko would be a sponsor for the Pyeongchang Olympics as part of the deal, it said on Wednesday. Asia's first Winter Olympics outside Japan will see the coastal city of Gangneung host figure skating, curling, ice hockey, speed and short-track skating events, while Pyeongchang, some 180 kilometres east of Seoul, will stage mountain events. (Reporting by Esha Vaish in Bengaluru; Editing by Amrutha Gayathri) ((esha.vaish@thomsonreuters.com; +44 20 7542 1810; Reuters Messaging: esha.vaish.thomsonreuters.com@reuters.net) Keywords: PYEONGCHANG OLYMPICS/AGGREKO © Thomson Reuters Limited. Click for restrictions

BRIEF – Temporary power provider Aggreko wins contract for 2018 Winter Olympics 04-01-2017 07:17 Jan 4 (Reuters) – Aggreko Plc : Olympic Winter Games Pyeongchang 2018 contract Appointed official temporary electricity generation provider for Olympic Winter Games Pyeongchang 2018 Value of contract is expected to be around $40 million As part of agreement, Aggreko will be a sponsor of Olympic games Source text for Eikon: ... Further company coverage: AGGK.L (Bengaluru Newsroom: +91 806 749 1136) © Thomson Reuters Limited. Click for restrictions

REG - Aggreko PLC - Olympic Winter Games PyeongChang 2018 contract<AGGK.L> 04-01-2017 07:00 RNS Number : 2342T Aggreko PLC 04 January 2017 4 January 2017 Aggreko plc Aggreko appointed Official Temporary Electricity Generation Provider for the Olympic Winter Games PyeongChang 2018 Aggreko plc, the global leader in the rental of power, heating and cooling, is pleased to announce that it has been awarded a contract to be the Official Temporary Electricity Generation Provider for the Olympic Winter Games PyeongChang 2018. It will provide power across 18 competition venues and the international broadcast centre, ensuring an uninterrupted television broadcast to millions of viewers throughout the world. The value of the contract is expected to be around $40 million and as part of the agreement Aggreko will be a sponsor of the Olympic Games. Aggreko has a proven track record in supporting high profile events and also recently announced it would be providing the power for the 2018 Gold Coast Commonwealth Games in Australia, Australia's largest event for over a decade. Chris Weston, Chief Executive said: "I am delighted that Aggreko has been appointed the official power provider for the Olympic Winter Games PyeongChang 2018. We look forward to helping the organising committee deliver another successful games." Enquiries Investors & Analysts Louise Bryant, Aggreko plcTom Hull, Aggreko plc +44 7876 478 272+44 7342 056 727 Media Liz Morley/Sam Cartwright, Bell Pottinger +44 20 3772 2500 Notes to Editors Around the world, people, businesses and countries are striving for a better future. A future that needs power and the right conditions to succeed. That's why Aggreko works around the clock, making sure our customers get the electricity, heating and cooling they need, whenever they need it - all powered by a trademarked passion, unrivalled international experience and local knowledge. From urban development to unique commercial projects and even humanitarian emergencies, we bring our expertise and equipment to any location, from the world's busiest cities to some of the most remote places on earth. Every project is different, so Aggreko listen first and design a system around our customers, delivering our service and support anywhere, to any scale. Transforming the lives and livelihoods of individuals, organisations and communities across the globe. This information is provided by RNS The company news service from the London Stock Exchange © Thomson Reuters Limited. Click for restrictions

WIN Wincanton, moving up nicely today. Won a Four-Year Distribution Deal With IKEA In UK just before Xmas. http://content.screencast.com/users/thomaser/folders/Default/media/4de1e737-8766-4995-85fd-509280a7d8d3/win%201.jpg <b>Wincanton : Wins Four-Year Distribution Deal With IKEA In UK 12/21/2016 | 07:34am GMT</b> LONDON (Alliance News) - Retail logistics group Wincanton PLC on Wednesday said it has won a four-year distribution contract with Swedish furniture giant IKEA. Wincanton will provide operational development services and support two new distribution centres for IKEA in the UK. The firm will lease and fit-out the warehouses on IKEA's behalf with a combined space of 500,000 square foot. No financial details on the agreement were disclosed. Copyright 2016 Alliance News Limited. All Rights Reserved., source Alliance News <b><u>Valuation 2017e 2018e</b></u> P/E ratio (Price / EPS) 9,97x 9,36x Capitalization / Revenue 0,26x 0,25x EV / Revenue 0,29x 0,27x EV / EBITDA 5,04x 4,85x Yield (DPS / Price) 3,75% 4,04% Price to book (Price / BVPS) - -1,97x

FEVR Fevertree Drinks PLC SP breakout this morning. Could be a takeover target. http://content.screencast.com/users/thomaser/folders/Default/media/1512dfad-b520-4dea-abca-b2e249724e0c/fevr%201.jpg Fevertree Drinks : *BERENBERG RAISES FEVERTREE DRINKS PRICE TARGET TO 1200 (980) PENCE - 'BUY' 11/11/2016 | 06:11am GMT © Alliance News, source Alliance News

BTG BTG PLC. Could have hit a bottom and base in place. Heavy volume today in comparison to the rest of the market at this time of year. Short term moving average about to turn up? http://content.screencast.com/users/thomaser/folders/Default/media/57bd75b1-4b62-4024-b909-8f19cc0d94a7/btg%205.jpg <b><u>Business Summary</u></b> BTG Plc develops, manufactures and supplies drugs used in the treatment of neurological disorders. It operates through three segments: Specialty Pharmaceuticals, Interventional Medicine and Licensing. The Specialty Pharmaceuticals segment offers three marketable products: CroFab, DigiFab and Voraxaze. The Interventional Medicine segment represents the portfolio of beads and brachytherapy products acquired with Biocompatibles. The Licensing segment includes revenues from its licensed portfolio of intellectual property as well as income from the acquired Biocompatibles business. BTG was founded in 1981 and is headquartered in London, the United Kingdom. Number of employees : 1 182 persons <b><u>Valuation 2017e 2018e</u></b> P/E ratio (Price / EPS) 35,4x 25,0x Capitalization / Revenue 3,89x 3,39x EV / Revenue 3,66x 3,04x EV / EBITDA 17,3x 11,3x Yield (DPS / Price) - - Price to book (Price / BVPS) 2,90x 2,37x <b><u>BTG broker views</u></b> Date Broker Recommendation Price Old target price New target price Notes 06 Dec 16 JP Morgan Cazenove Neutral 570.00 800.00 800.00 Reiterates 17 Nov 16 Deutsche Bank Buy 570.00 850.00 800.00 Reiterates 16 Nov 16 JP Morgan Cazenove Neutral 570.00 830.00 800.00 Reiterates 16 Nov 16 Deutsche Bank Buy 570.00 - - Reiterates 16 Nov 16 Jefferies International Buy 570.00 860.00 860.00 Reiterates

SGP Supergroup .........on the verge of a breakout on low volume, mind volume is low all over due to xmas hols. Next resistance around the 1680p/ 1725p area. <img src="http://content.screencast.com/users/thomaser/folders/Default/media/450d78fb-4d92-4013-9cd2-0975812164ac/sgp%205.jpg"> <b><u>Long Term chart</u></b> http://uk.advfn.com/p.php?pid=legacydaily&epic=L^SGP&type=4&size=2&period=7&ind_type1=1&ind1_1=&ind2_1=&olx_1=&scheme=&delay_indices=DELAYED_INDICES <b>Summary</b> The company has strong fundamentals. More than 70% of listed companies have a lower mix of growth, profitability, debt and visibility criteria. In a short-term perspective, the company has interesting fundamentals. <b>Strengths</b> Its core activity has a significant growth potential and sales are expected to surge, according to Thomson Reuters' forecast. Indeed, those may increase by 52% by 2019. The group's high margin levels account for strong profits. The company is in a robust financial situation considering its net cash and margin position. Considering the small differences between the analysts' various estimates, the group's business visibility is good. Over the last 4 months, analysts have significantly revised upwards the company's estimated sales. Over the past year, analysts have regularly revised upwards their sales forecast for the company. According to recent estimates, analysts give a positive overview of the stock Analysts have a positive opinion on this stock. Average consensus recommends overweighting or purchasing the stock. <b>Weaknesses</b> The share is close to its long-term resistance in weekly data. Therefore, the potential should be limited. However, a further bullish movement when crossing this resistance will be a positive signal. The stock is currently in contact with a medium-term resistance that must be gotten rid of so as to resume the upward trend. The company is not the most generous with respect to shareholders' compensation.

WKP Workspace. Had my eye on this for a while. Now looking to breakout and into what I call a gap or as near damm it. Momentum behind the SP. http://content.screencast.com/users/thomaser/folders/Default/media/6e8b9bda-5e61-47e6-9000-1e728f043b83/wkp%201.jpg <b><u>Workspace Group share price information</b></u> Name Workspace Group Epic WKP Sector Real Estate Investment Trusts ISIN GB00B67G5X01 Activities Workspace Group plc is a leading provider of space to new and growing companies. It has a strong 25 year track record in providing tailored business premises to growing companies in London. It owns and manages c.100 properties in London providing 5.1 million square feet of space and is home to c. 4,000 businesses employing over 30,000 people. Latest share price (p) 734.5 Market cap (£m) 1,198.68 Shares in issue (m) 163.20 P/E ratio 3.06 Divs per share (p) 15.05 Dividend cover 4.00 Earning per share (p) 240.30 52-week high / low (p) 989.50 / 569.00 <b><u>Workspace Group broker view.</b></u> Date Broker Recommendation Price Old target price New target price Notes 23 Nov 16 JP Morgan Cazenove Overweight 734.50 950.00 900.00 Reiterates

JE. expect more UPGRADES from brokers tomorrow. (xmas parties today) Just Eat broker views Date Broker Recommendation Price Old target price New target price Notes 15 Dec 16 Jefferies International Buy 600.25 1000.00 1000.00 Reiterates 25 Nov 16 Deutsche Bank Buy 600.25 - - Reiterates 24 Nov 16 Goldman Sachs Conviction Buy 600.25 760.00 880.00 Reiterates

<b>Just Eat PLC 66.3% Potential Upside Indicated by Jefferies International Posted by: Amilia Stone 15th December 2016</b> Just Eat PLC with EPIC/TICKER LON:JE has had its stock rating noted as ‘Reiterates’ with the recommendation being set at ‘BUY’ this morning by analysts at Jefferies International. Just Eat PLC are listed in the Consumer Services sector within UK Main Market. Jefferies International have set their target price at 1000 GBX on its stock. This is indicating the analyst believes there is a potential upside of 66.3% from the opening price of 601.5 GBX. Over the last 30 and 90 trading days the company share price has increased 34 points and increased 51 points respectively. Just Eat PLC LON:JE has a 50 day moving average of 567.13 GBX and a 200 Day Moving Average share price is recorded at 495.09 GBX. The 52 week high for the stock is 623.5 GBX while the year low share price is currently 319.6 GBX. There are currently 677,341,423 shares in issue with the average daily volume traded being 2,788,570. Market capitalisation for LON:JE is £4,138,556,095 GBP. Just Eat PLC is a United Kingdom-based operator of digital marketplace for takeaway food delivery. The Company’s segments include United Kingdom, Australia and New Zealand, Established Markets and Developing Markets. The Established Markets segment includes Canada, Denmark, France Ireland, Norway and Switzerland

These both look to be broadly sensible deals which should help shore up market share in two of Just Eat’s key territories, helping to drive economies of scale and strengthening the group's presence here. It’s consistent with management's strategy, and looks like it will be largely funded from internal resources, so at first glance a positive development for the business

Broker Note for JE. Just Eat <b><u>Canaccord..BUY</b></u> 680p Target Price. <b><i>JUST EAT is a highly cash generative business, with a clear strategy of using M&A to expand market share in its existing territories. Today's acquisitions, which we expect to be earnings enhancing in aggregate from 2017, look to be mostly funded from internal resources. The hungryhouse deal is expected to be EPS accretive in the first full year of ownership, with a pro forma EBITDA contribution of around £12-15m expected in 2017 thanks to material synergies with the existing business. It provides the group with an enlarged customer base and restaurant network, further entrenching what is a significant market share in the important UK territory, which on current numbers represents c.64% of group orders. The purchase price (potentially £240m in total) implies a maximum 16-20x forward EV/EBITDA multiple including synergies, and potentially a 7-8% pro forma EBITDA impact, based on management's guidance of a pro forma £12-15m EBITDA contribution in 2017. However, the timing of completion is uncertain, - it's subject to approval by the Competition and Markets Authority (CMA) and could take time to close, which will have a bearing on the actual contribution next year. On the other hand, the acquisition of SkipTheDishes is expected to complete today. SkipTheDishes has contracts with over 2,900 restaurants and 350,000 active customers in the Canadian market. The business has posted very strong growth in 2016, with expected revenues of CAD23.5m (c.£14m), and orders growing 186% to 1.6m in the 10 months to October. There is little geographical overlap with JE's current Canadian operations. It’s expected to be moderately earnings dilutive in 2017 and 2018 given its earlier stage, but accretive thereafter. These both look to be broadly sensible deals which should help shore up market share in two of Just Eat’s key territories, helping to drive economies of scale and strengthening the group's presence here. It’s consistent with management's strategy, and looks like it will be largely funded from internal resources, so at first glance a positive development for the business. The shares trade on 22.0x 2017 EV/EBITDA and 35.4x earnings. Our 680p target price implies 25.4x EV/EBITDA.</b></i> http://content.screencast.com/users/thomaser/folders/Default/media/9c72ea32-522b-47d4-9282-dbb83c02aaf0/je..jpg

TTG TTG Electronics...... breakout confirmed........... http://content.screencast.com/users/thomaser/folders/Default/media/2800f9cb-9cb6-4da6-acc6-d9471c445799/ttg%203.jpg

<b><u>CareTech : To Make Major Investments After Profit More Than Doubles</b></u> 12/08/2016 | 08:00am GMT LONDON (Alliance News) - Social care service provider CareTech Holdings PLC on Thursday said it has increased its dividend by more than 10% after more than doubling its profit in the last financial year following a spike in revenue. CareTech said revenue in the year to the end of March soared to GBP149.0 million from GBP124.3 million in the previous year, leading to a lift in gross profit to GBP54.3 million from GBP47.7 million. Combined with a reduction in administrative costs, that resulted in a rise in operating profit to GBP30.5 million from GBP17.8 million. Pretax profit for the full year amounted to GBP22.5 million, 2.4 times higher than the GBP9.4 million reported last year. On an underlying basis that excludes one-off items, pretax profit in the year rose to GBP26.1 million from GBP22.0 million. The dividend for the year has been increased by just over 10% to 9.25 pence from the 8.40 pence payout a year ago. The final dividend was raised by 12% from the prior year. "With the money raised from shareholders last year, from the [GBP30.0 million] ground rent transaction this year and our own free cash flow generated from the business, we have major investment plans for 2017 and beyond with key new organic developments and bolt-on acquisitions," said Executive Chairman Farouq Sheikh. "Importantly, we have also, and continue to, further strengthen our management team, offering a forceful blend of experience, commercial wisdom and dedication to care. I have no doubt that the next few years will see continuing growth and care excellence which will help deliver our target of double digit growth in underlying earnings per share," he added. Copyright 2016 Alliance News Limited. All Rights Reserved. , source Alliance News

CTH Caretech........... Profits Double. Trades on a forward P/E of just 12.9. http://www.investegate.co.uk/caretech-holdings--cth-/rns/preliminary-results/201612080700102593R/ http://content.screencast.com/users/thomaser/folders/Default/media/20152587-2517-4d8e-9f7e-0931ed9b4255/cth%201.jpg <b><u>Business Summary</u></b> Logo CareTech Holdings plcProvides individual support and mental health services to physical disabled adults and children CareTech Holdings Plc provides individual support and mental health services to physical disabled adults and children. It operates through the Adult services and Children Services. The Adult Services segment consists of the adult learning disabilities and mental health divisions. The Children Services segment covers young people residential services, foster care, as well as learning services. The company was founded by Farouq Sheikh and Haroon Sheikh in 1993 and is headquartered in Potters Bar, the United Kingdom. Number of employees : 3 436 persons. <b><u>Valuation 2016e 2017e</u></b> P/E ratio (Price / EPS) 11,2x 12,9x Capitalization / Revenue 1,27x 1,18x EV / Revenue 1,62x 1,48x EV / EBITDA 6,40x 5,86x Yield (DPS / Price) 3,02% 3,18% Price to book (Price / BVPS) 1,24x 1,17x

Ashtead Group plc 13.5% Potential Upside Indicated by Barclays Capital Posted by: Amilia Stone 7th December 2016 http://www.***************************/ashtead-group-plc-13-5-potential-upside-indicated-barclays-capital/412718079

Ashtead Group PLC AHT Barclays Capital Overweight 1,557.00 1,556.00 1,279.00 1,774.00 Retains SP target 1774p

<b><u>HL COMMENT (6 DECEMBER 2016) Investing for growth</u></b> Shares in Ashtead rose 2.8% following the release of half year results. The US and UK construction equipment lessor saw underlying revenue increase 14% at constant currency in Q2. Including the impact of lower sterling, revenues rose 33%. Operating profits rose 13% at constant currency, with the interim dividend rising 19% to 4.75p per share. <b><i>Our View, Over 80% of Ashtead's revenues are generated in the US. As a result, weaker sterling and the prospect of increased infrastructure spending under Donald Trump have both reinforced a stellar performance since June, with the shares up almost 60%, although this is not a guide to future performance. Already Ashtead is befitting from a strong recovery in US construction spending, along with a trend for US firms to rent rather than buy construction equipment. Bolt-on acquisitions, in what remains a fragmented industry, have helped the group grow market share. Planned capital expenditure for the full year has increased, as it looks to capitalise on the current conditions. However, the markets Ashtead services are notoriously cyclical and in the past the group hasn't been very good at managing the cycle. Ashtead went into the financial crisis laden with debt after splashing $1 billion acquiring another US rental firm just before the crash. When construction markets dried up the share price fell by more than 85%. Given the opportunity presented by a surge in the US construction market, increased capex seems sensible - although we will be keeping a sharp eye on leverage nonetheless. At the moment this remains well within the groups target range. That suggests Ashtead may just have learned its lessons. Assuming replacement capex remains low, the group should generate significant free cash flow over the next few years to support dividends and earnings-enhancing share buybacks. The shares currently trade on a price to book of 3.7x - significantly above the long term average of 2.2x. Analysts are forecasting a prospective yield of 1.6% in 2017. Half year results: On a constant currency basis revenues for the first half as a whole are up 13%, with earnings before interest, tax, depreciation and amortisation (EBITDA) also up 13%. The group delivered record EBITDA margins of 49%. Gains from the disposal of old equipment were £14m lower than a year previously, as a result of a planned reduction in spending on replacing old equipment. However, overall capital expenditure was towards the upper end of the group's expectations. Consequently, the group is now expecting capital investment of £1-1.2bn for the year. £142m of acquisition activity meant that net debt rose during the half, with fleet investment and lower sterling also playing a part. However, net debt still fell to 1.8 times EBITDA (2015:1.9 times), well within the Ashtead's 1.5-2 times range. Both th

AHT Ashtead update......... Broker note from PEEL HUNT <b>guidance RAISED.</b> <b><i>H1 profits £425m (+9% YoY at CER +25% reported) vs PHe £410m. Sunbelt momentum continues with Q2 rental revenues +14% (Q1 +14%) and drop through remains strong at 64% (72% LFL). Outlook remains confident with capex guidance increased c20%. We increase our April 2017 PBT from £750m (cons £760m) to £790m to give EPS of 102p from 97.1p. This reflects both currency and an underlying upgrade. Shares have performed but continue to offer value on c12x revised April 2018 EPS given growth, quality and positioning. Trading details: Underlying rental revenue for the Q2 period rose 33% (14% at CER) to £784m with group EBITDA increasing 35% (15% at CER) to £417m to give Q2 EBITDA margins of 49.4% (from 47.6%). Q2 2017 group PBT of £242m compares to our £227m estimate and represents 14% constant currency growth. Net debt has increased to £2,694m from the £2,348m Q1 closing position given investment and fx moves. However, implies leverage of 1.8x EBITDA (from 1.7x) and well within management’s 1.5-2.0x target range. ROI dipped slightly to 18% from 19%. Importantly, the Sunbelt (92% EBITA) revenue momentum continues with Q2 rental revenues +15% (Q1+14%) with performance driven by volume (slight yield decline). We note that same store volume growth is c8% (around 2x the market growth rate). Sunbelt Q2 EBITDA margins of 51.5% (Q2 2016 49.6%) are supported by 64% drop through with underlying same store drop through of 72%. Solid performance from A Plant (8% EBITA) with Q2 profits rising 13% to £20.3m. We note that 17% Q2 rental revenue growth compares favourably to peers. Outlook Statement: is optimistic (trading upper end of expectations) and management still sees opportunities to drive more volume across network as well as enhance the speciality offer. Capex guidance has been increased to £1.0bn to £1.2bn (from £0.7bn to £1.0bn). We increase our April 2017 PBT from £750m (cons £760m) to £790m to give EPS of 102.0 from 97.1p. For FY 2018 we increase PBT from £844m to £900m to give EPS of 117p. This partially reflects currency as well as an underlying upgrade. Estimates are now struck at 1.30. Valuation The shares have performed well given the combination of trading outperformance, currency led upgrades, share buy-back (£200m programmes) overseas earnings and attractive end markets (enhanced by recent Trump commitment to Infrastructure). However, the rating (13x April 2018) fails to reflect the pace of growth, potential from the Project 2021 expansion and underlying business quality/positioning.</b></i> http://content.screencast.com/users/thomaser/folders/Default/media/b9e4ee79-1eba-43ac-9ff1-abc36fd01bc0/aht%202.jpg

<b>BRIEF – Ashtead Group hikes annual results forecast 06-12-2016 08:27 Dec 6 (Reuters) – Ashtead Group Plc</b> First half underlying pre-tax profit 2 of 426 million stg, up 9 percent at constant exchange rates H1 group rental revenue up 13 pecent Interim dividend raised 19 percent to 4.75p per share (2015: 4.0p) In six months, reported results were positively impacted by weaker sterling (53 million stg) but this was partially offset by impact of lower gains on fleet disposals Group revenue increased 22 percent to 1,552 million stg in first half (2015: 1,267 million stg) Level of capital expenditure is towards upper end of our expectations at this stage of year for 2016/17. Unaudited results for half year and Q2 ended 31 October 2016 Both divisions continue to perform at upper end of expectations Expect full year results to be ahead of our expectations and board continues to look to medium term with confidence Revised our capital expenditure guidance for full year to 1-1.2 billion stg at current exchange rates Interim dividend 4.75 penceper share Source text for Eikon: ... Further company coverage: AHT.L (Bengaluru Newsroom: +91 806 749 1136)