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MGGT Meggitt, Update this morning........ MGGT... Over the medium term, the Group is well positioned to deliver organic revenue growth ahead of the end markets in which it operates. http://www.investegate.co.uk/meggitt-plc--mggt-/rns/update-on-trends-and-guidance-for-2016/201512070700071251I/

Lifted from across the road. SCSW is a well-regarded monthly tipsheet which is keen on XLM at the moment. Their last comment was in their 10th October issue after the fantastic XLM interims. I would be extremely surprised if they don't have a major follow up in tomorrow's publication, after the 'ahead of' statement issued by XLM last month. Here's what they said in October; "73.5p Epic code: XLM (Sharewatch) Following H1 results, broker Liberum set a 103p price target and stated “we haven’t materially adjusted forecasts for now but given the typical seasonal bias to H2, there is an increasing probability of a FY15 earnings ‘beat.’” I’m looking forward to it. As it was, H1 even beat the recent update with sales up 85% to US$36.8m (organic c.20%), adjusted EBITDA +103% to US$12.9m and pretax profit +187% to US$13.2m. The reason the broker hasn’t upgraded is because XLM did in fact struggle to recruit enough staff across R&D, marketing and IT infrastructure to keep up with demand. It therefore experienced some super normal margins. Consequently H1 operating expenses were light and only ahead by 19% to US$7.4m and there is a likelihood of a sizeable jump in H2 as new staff are added. Upgrades to the recently upgraded expectations seem likely as visibility improves. XLM is firing on all cylinders. As expected, the Media Buying division overtook the other two parts to become the largest with sales up 160% to US$17.4m. Of the increase, US$6m related to the acquisition of EDM, which took XLM into the social gaming vertical (read:media buying is on Facebook) and the rest was largely organic. Margins dipped to 36% reflecting the high volume low margin nature of EDM. H2 will benefit from the inclusion of recently acquired Marmar and sales in the mobile space. Publishing found its second wind (sales up 36% to US$14.5m) and although the second biggest contributor to sales, it is clearly a swing factor with 80% gross margins (up from 74.9%). XLM is seeing the benefits of the IT platform, “Palcon,” (launched last year) and chief executive Ory Weihs says this enables fast and dynamic updates and upgrades across the 2,000 websites, comprehensive tracking support for website optimization as well as enhanced mobile and social features. Lastly, the smallest bit of managing affiliates did well with sales doubling to US$4.9m. Gross margins are 11.5%. H2 has started with a bang and Weihs is “extremely confident” of hitting full year eps forecasts of 9.5 cents. With a US$44m cash pile, which could bring an eps accretive acquisition anytime, next year’s forecast of US$28.7m/12 cents is certainly erring on the low side. Buy / strong hold."

XLM XL Media Not only a breakout on the chart, just look at the BUY volume today, but the stock is very cheap, a forward P/E of just 9.6 to 2016, EPS increase of 20.7% http://content.screencast.com/users/marketsniper/folders/Default/media/dbd4faa4-47cf-4967-8e73-d46634f80329/XLM%201.jpg XLMedia PLC FORECASTS 2015 2016 Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Cenkos Securities 12-11-15 BUY 16.85 7.00 3.24 20.35 8.46 3.96 2015 2016 Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Consensus 16.85 7.00 3.24 20.35 8.46 3.96 1 Month Change 2.71 1.22 0.54 2.49 1.07 0.43 3 Month Change 3.03 1.22 0.54 2.48 1.07 0.43 GROWTH 2014 (A) 2015 (E) 2016 (E) Norm. EPS 18.75% 109.35% 20.76% DPS % 24.17% 22.46% INVESTMENT RATIOS 2014 (A) 2015 (E) 2016 (E) EBITDA £8.88m £18.17m £22.00m EBIT £8.04m £m £m Dividend Yield 3.20% 3.97% 4.86% Dividend Cover 1.28x 2.16x 2.13x PER 24.36x 11.64x 9.64x PEG 1.30f 0.11f 0.46f Net Asset Value PS 11.23p XLMedia share price information Name XLMedia Epic XLM Sector Media ISIN JE00BH6XDL31 Activites XLMedia plc, whose operations were established in 2008, is a global digital publisher and marketing company which attracts paying users from different online channels and directs them to online gambling operators. The Company is registered in Jersey and the Group's operations are principally located in Israel and Cyprus. The Group provides marketing services to online gambling operators. The Group attracts players through online marketing techniques and subsequently seeks to channel high value traffic (i.e. players) to gambling operators who, in turn, convert such traffic into paying customers. Online gamblers are attracted by the Group's publications and advertisements and are then directed, by the Group, to online gambling operators in return for a share of the revenue generated by such players, a fee generated per player acquired, fixed fees or a hybrid of any of these three models. Online gambling operators typically invest heavily in brand building through online and offline advertising to attract online players, and also use a network of marketing partners, known as affiliates, to promote their products and services. These partners are remunerated by the gambling operators for each player they refer to them. The business has a strong presence in Scandinavia and the Group intends to continue to invest and organically develop the Group's position there. The Group also intends to expand its operations into jurisdictions where the Directors believe significant opportunities exist, with an initial focus on the US. Latest share price (p) 82.00 Net gearing (%) -3.52 Market cap (£m) 155.14 Gross gearing (%) 23.90 Shares in issue (m) 190.35 Debt ratio 4.54 P/E ratio 13.58 Debt to equity ratio 0.15 Divs pe

The Sage Group plc (SGE) to Issue Dividend of GBX 8.65 December 2nd, 2015 • 0 comments • Filed Under • by ABMN Staff The Sage Group plc logoThe Sage Group plc (LON:SGE) declared a dividend on Wednesday, December 2nd, Market Beat.com reports. Shareholders of record on Thursday, February 11th will be given a dividend of GBX 8.65 ($0.13) per share on Friday, March 4th. This represents a yield of 1.5%. The ex-dividend date is Thursday, February 11th. The official announcement can be accessed at this link. The Sage Group plc (LON:SGE) traded up 0.09% on Wednesday, reaching GBX 577.00. The company’s stock had a trading volume of 7,365,081 shares. The stock’s 50 day moving average is GBX 547.01 and its 200-day moving average is GBX 531.82. The Sage Group plc has a 52 week low of GBX 363.39 and a 52 week high of GBX 587.50. The firm’s market capitalization is GBX 6.21 billion. A number of research analysts have recently issued reports on SGE shares. Citigroup Inc. reaffirmed a “buy” rating and set a GBX 585 ($8.80) price objective on shares of The Sage Group plc in a report on Tuesday, August 11th. Panmure Gordon reiterated a “hold” rating and set a GBX 516 ($7.76) target price on shares of The Sage Group plc in a research report on Monday, September 28th. AlphaValue restated an “add” rating and issued a GBX 565 ($8.50) price objective on shares of The Sage Group plc in a research report on Thursday, August 6th. Bryan Garnier & Cie reiterated a “neutral” rating and issued a GBX 520 ($7.82) target price on shares of The Sage Group plc in a research note on Tuesday, October 6th. Finally, Numis Securities Ltd upped their price target on The Sage Group plc from GBX 563 ($8.47) to GBX 573 ($8.62) and gave the stock an “add” rating in a research note on Tuesday, October 6th. Five investment analysts have rated the stock with a sell rating, ten have issued a hold rating and three have given a buy rating to the company’s stock. The Sage Group plc has a consensus rating of “Hold” and a consensus target price of GBX 525.72 ($7.91). The Sage Group plc is a United Kingdom-based company, which provides small and medium sized enterprises (LON:SGE) with a range of business management software and services, including accounting, human resource (HR) and payroll, enterprise resource planning (ERP), payments, customer relationship management (CRM), mobility and business intelligence. The Company operates through three segments: Europe, which includes operations in France, the United Kingdom and Ireland, Spain, Germany, Switzerland, Poland, Portugal and Sagepay; Americas, which includes the United States, Brazil and Canada, and AAMEA, which include Africa, Australia, Middle East and Asia. The Africa operations are based in South Africa and the Middle East, and its Asia operations are based in Singapore, Malaysia and the U

SGE SAGE GROUP PLC (financial software) <img src="http://content.screencast.com/users/marketsniper/folders/Default/media/348ad6aa-789a-4a14-8bab-0de99521127c/sge%202.jpg"> Broker Comment from Hargreaves Lansdown..... HL COMMENT (2 DECEMBER 2015) Sage has released full year results. Organic revenue grew by 6%, with recurring revenue up 9%, driven by strong growth in software subscriptions and the roll-out of new products such as Sage One. Organic operating profit increased by 8% to £380m, and the organic operating profit margin rose to 27.1%. Underlying basic earnings per share increased by 12.6% to 25.00p, enabling the full year dividend to be lifted by 8% to 13.10p per share. The outlook statement was positive but margin guidance was a little light of analysts' expectations; the shares fell by around 4% in early morning trading. Key highlights Revenue in Europe grew organically by 5%, North America: +4%, International (Africa, Brazil, Australia, Middle East and Asia): +14%. Free cash flow increased by 29.2% to £296m. Contract renewal rate increased to 84% (FY14: 83%). Outlook Targeting at least £50m of run-rate annualised savings by the end of FY16, to be reinvested in growth initiatives. Expect to deliver organic revenue growth of at least 6% and organic operating margin of at least 27% in FY16. Our view: We like Sage; it generates prodigious cash flows and benefits from a large base of high quality, recurring revenues. The company is very shareholder-friendly - dividends have been maintained or grown every year for the last two decades; and the shares currently offer a prospective yield of 2.5% (variable and not guaranteed). A key part of Sage's strategy is to increase the proportion of recurring revenues, by encouraging its customers to sign up to a subscription-based model. The group appears to be making good progress in this regard. Recurring revenue increased by 9% in FY15 and now represents 68% of the group total, up from 66% in FY14. Technology disruption is a risk in this industry, but Sage isn't sitting on its laurels. New products such as Sage One appear to be gathering momentum. The group is seeking to 'leap-frog' first generation cloud competitors through integrated latest generation cloud-platform products and through scalable digital distribution channels. Meanwhile, that large bank of recurring revenues makes it very hard for competitors to make significant inroads. Following a strong run the shares trade at the top end of their historical valuation range, on a forward price to earnings ratio (P/E) of 20.6x. But few companies offer the prospect of such reliable growth. We feel in an uncertain economic environment, businesses with recurring revenues, robust balance sheets and strong cash flows are likely to remain in demand, although there are no guarantees. All yield figures are variable and not guaranteed.

Broker Comment from Hargreaves Lansdown..... HL COMMENT (2 DECEMBER 2015) Sage has released full year results. Organic revenue grew by 6%, with recurring revenue up 9%, driven by strong growth in software subscriptions and the roll-out of new products such as Sage One. Organic operating profit increased by 8% to £380m, and the organic operating profit margin rose to 27.1%. Underlying basic earnings per share increased by 12.6% to 25.00p, enabling the full year dividend to be lifted by 8% to 13.10p per share. The outlook statement was positive but margin guidance was a little light of analysts' expectations; the shares fell by around 4% in early morning trading. Key highlights Revenue in Europe grew organically by 5%, North America: +4%, International (Africa, Brazil, Australia, Middle East and Asia): +14%. Free cash flow increased by 29.2% to £296m. Contract renewal rate increased to 84% (FY14: 83%). Outlook Targeting at least £50m of run-rate annualised savings by the end of FY16, to be reinvested in growth initiatives. Expect to deliver organic revenue growth of at least 6% and organic operating margin of at least 27% in FY16. Our view: We like Sage; it generates prodigious cash flows and benefits from a large base of high quality, recurring revenues. The company is very shareholder-friendly - dividends have been maintained or grown every year for the last two decades; and the shares currently offer a prospective yield of 2.5% (variable and not guaranteed). A key part of Sage's strategy is to increase the proportion of recurring revenues, by encouraging its customers to sign up to a subscription-based model. The group appears to be making good progress in this regard. Recurring revenue increased by 9% in FY15 and now represents 68% of the group total, up from 66% in FY14. Technology disruption is a risk in this industry, but Sage isn't sitting on its laurels. New products such as Sage One appear to be gathering momentum. The group is seeking to 'leap-frog' first generation cloud competitors through integrated latest generation cloud-platform products and through scalable digital distribution channels. Meanwhile, that large bank of recurring revenues makes it very hard for competitors to make significant inroads. Following a strong run the shares trade at the top end of their historical valuation range, on a forward price to earnings ratio (P/E) of 20.6x. But few companies offer the prospect of such reliable growth. We feel in an uncertain economic environment, businesses with recurring revenues, robust balance sheets and strong cash flows are likely to remain in demand, although there are no guarantees. All yield figures are variable and not guaranteed.

Supergroup PLC (SGP) Rating Reiterated by Investec December 2nd, 2015 • 0 comments • Filed Under • by ABMN Staff Supergroup PLC logoSupergroup PLC (LON:SGP)‘s stock had its “buy” rating reiterated by analysts at Investec in a note issued to investors on Wednesday, Analyst Ratings Network.com reports. They currently have a GBX 1,850 ($27.83) target price on the stock. Investec’s price objective would indicate a potential upside of 10.78% from the stock’s current price. Shares of Supergroup PLC (LON:SGP) opened at 1668.5601 on Wednesday. The stock’s market cap is GBX 1.35 billion. Supergroup PLC has a 12 month low of GBX 750.00 and a 12 month high of GBX 1,690.08. The firm’s 50-day moving average is GBX 1,534.83 and its 200 day moving average is GBX 1,381.71. In related news, insider Holder,James sold 264,900 shares of the business’s stock in a transaction that occurred on Friday, October 23rd. The stock was sold at an average price of GBX 1,510 ($22.72), for a total transaction of £3,999,990 ($6,017,737.33). SGP has been the topic of a number of other research reports. RBC Capital raised their price objective on Supergroup PLC from GBX 1,650 ($24.82) to GBX 1,800 ($27.08) and gave the company an “outperform” rating in a report on Monday, November 9th. Liberum Capital reaffirmed a “buy” rating and issued a GBX 1,280 ($19.26) target price on shares of Supergroup PLC in a research note on Monday, November 2nd. Canaccord Genuity reissued a “buy” rating and set a GBX 1,847 ($27.79) price objective on shares of Supergroup PLC in a research report on Friday, November 27th. Peel Hunt lifted their target price on Supergroup PLC from GBX 1,600 ($24.07) to GBX 1,800 ($27.08) and gave the company a “buy” rating in a research report on Friday, November 27th. Finally, Berenberg Bank reiterated a “buy” rating and issued a GBX 1,390 ($20.91) price objective on shares of Supergroup PLC in a research note on Thursday, September 3rd. One analyst has rated the stock with a hold rating and nine have assigned a buy rating to the company’s stock. Supergroup PLC has an average rating of “Buy” and an average target price of GBX 1,573.70 ($23.68). SuperGroup Plc is a United Kingdom-based fashion retailer company, which offers clothing and accessories. The Company is the owner of the Superdry brand, which is a lifestyle brand that offers clothing, accessories, footwear and cosmetics. It operates in three segments: Retail, Wholesale and Central Cost. Superdry has over 135 United Kingdom and European standalone retail stores and operates from a portfolio of concessions, franchised and licensed stores. Superdry is sold in over 100 countries, through its store portfolio and Websites. Superdry offers t-shirts, polo shirts, hoods and sweats, denim, joggers, tops, dresses, jackets, shirts, knitw

Ibstock plc (IBST) Now Covered by Analysts at JPMorgan Chase & Co. December 2nd, 2015 - 0 comments - Filed Under - by Samantha Reynolds Ibstock plc logoAnalysts at JPMorgan Chase & Co. initiated coverage on shares of Ibstock plc (LON:IBST) in a research note issued on Wednesday, MarketBeat.Com reports. The firm set an “overweight” rating and a GBX 240 ($3.61) price target on the stock. JPMorgan Chase & Co.’s price objective points to a potential upside of 16.79% from the stock’s previous close. Separately, Barclays assumed coverage on shares of Ibstock plc in a report on Wednesday. They set an “overweight” rating and a GBX 250 ($3.76) target price on the stock. In other news, insider Pike,Jamie acquired 26,000 shares of the stock in a transaction dated Wednesday, October 28th. The stock was purchased at an average cost of GBX 192 ($2.89) per share, with a total value of £49,920 ($75,101.55). Ibstock plc (LON:IBST) opened at 209.1500 on Wednesday. Ibstock plc has a 52-week low of GBX 209.15 and a 52-week high of GBX 209.75. The stock has a 50 day moving average price of GBX 0.00 and a 200 day moving average price of GBX 0.00. The firm’s market cap is GBX 848.10 million. Ibstock plc (LON:IBST) is a United Kingdom-based brick manufacturer. The Company manufactures clay bricks and concrete products with operations in the United Kingdom and the United States. The Company operates through four businesses: the United Kingdom business consisting of Ibstock Brick, Supreme and Forticrete, and the United States business consisting of Glen-Gery. The Company’s principal products include brick components, Bricktile interior clay tiles, glazed bricks, earth bricks, bat and swift boxes, brick slips, refurbishment bricks, concrete roof tiles, concrete stone masonry substitutes, concrete fencing and concrete rail products. The Company supplies its products to the house building, retail motor industry (RMI) and other build and infrastructure sectors. The Company has around 20 factories across the nation and a range of over 500 different bricks and rainscreen cladding systems.

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