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CINE Cineworld CINE Cineworld on the verge of breaking out. Blockbuster films to be released before Christmas should ensure growth http://content.screencast.com/users/mickkipper/folders/Default/media/1d3a0020-047f-4295-a5ce-8ce0d547fad3/cine%201.jpg

<b>Telit Communications Plc Stock Rating Reaffirmed by Northland Capital Partners (TCM) October 19th, 2015 • 0 comments • Filed Under • by ABMN Staff</b> Telit Communications Plc (LON:TCM)‘s stock had its “corporate” rating restated by equities researchers at Northland Capital Partners in a research report issued to clients and investors on Monday, AnalystRatings.Net reports. In other Telit Communications Plc news, insider Testa,Enrico (Chicco) sold 500,000 shares of the company’s stock in a transaction that occurred on Tuesday, September 8th. The stock was sold at an average price of GBX 345 ($5.33), for a total transaction of £1,725,000 ($2,662,858.91). Telit Communications Plc (LON:TCM) opened at 298.0000 on Monday. Telit Communications Plc has a 12 month low of GBX 190.00 and a 12 month high of GBX 357.50. The stock’s 50 day moving average is GBX 331.06 and its 200-day moving average is GBX 292.27. The stock’s market capitalization is GBX 342.77 million. Several other equities analysts have also commented on the company. Canaccord Genuity cut their target price on Telit Communications Plc from GBX 393 ($6.07) to GBX 350 ($5.40) and set a “buy” rating on the stock in a research report on Monday, October 12th. Berenberg Bank reissued a “buy” rating and set a GBX 410 ($6.33) price target on shares of Telit Communications Plc in a research report on Tuesday, September 15th. Finally, Morgan Stanley upped their price objective on Telit Communications Plc from GBX 290 ($4.48) to GBX 380 ($5.87) and gave the stock an “overweight” rating in a research note on Friday, August 7th. Telit Communications PLC (LON:TCM), based in the uk, is a worldwide enabler -to-machine (M2M) communications supplying short range and positioning modules mobile, Telit Wireless Solutions. Through its business unit m2mAIR, Telit supplies stage as a service (PaaS) including M2M managed and value added services, program enablement and connectivity including mobile network side and cloud backend services. Telit is M2M’s top ONE STOP. ONE SHOP offering synergistic hardware and services that are value added bundles along with low -entry cost PaaS for rapid program development. With over 12 years alone in M2M, the business always improves technology through seven R&D centers around the earth; marketing products and services in over 80 countries. The products and services of Telit connect organizations to the Internet (IoT) permitting them to wirelessly gather, process and react to real world data from devices that are connected.

TCM Telit Communications, interesting to see how the P/E falls to just 15.2 to 2016, whilst the historic actual P/E was 38 in 2014. This is derd cheap and we should see the SP appreciating substantially from here. Telit Communications PLC FORECASTS 2015 2016 Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Canaccord Genuity Ltd 12-10-15 BUY 17.92 13.68 25.54 18.24 2015 2016 Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Consensus 17.92 13.68 0.00 25.54 18.24 1 Month Change -1.58 -0.93 -5.07 -3.35 3 Month Change -1.58 -0.93 -5.07 -3.35 GROWTH 2014 (A) 2015 (E) 2016 (E) <b>Norm. EPS 15.22% 86.49% 33.33%</b> DPS % % % INVESTMENT RATIOS 2014 (A) 2015 (E) 2016 (E) EBITDA £19.63m £27.76m £37.01m EBIT £10.32m £14.99m £24.11m Dividend Yield 0.00% % % Dividend Cover x x x <b>PER 37.99x 20.37x 15.28x PEG 2.50f 0.24f 0.46f</b> Net Asset Value PS 13.58p p p

<b>Telit awarded US$220mln UK smart meter contract Share 11:34 19 Oct 2015</b> Supplies are expected to start in the final quarter of 2016 and continue through to the end of 2021. Telit awarded US$220mln UK smart meter contract GB SMIP aims to install smart meters in homes of the majority of the UK’s gas and electricity utility customers by 2020. -- adds broker, comment, detail and share price-- Machine-to-machine specialist Telit (LON:TCM) has been awarded a contract worth up to US$220mln as part of the UK’s £11bn smart metering infrastructure project GB SMIP. Supplies are expected to start in the final quarter of 2016 and continue through to the end of 2021. Telit will provide cellular modules to power a portion of the nearly 30mln "comms" hubs bridging ZigBee (wireless network) data communication between the smart meters and either radio frequency (RF) or cellular networks. Telit-equipped hubs will contain a specially developed module that will use its previous experience in the energy market. Run by the Department of Energy & Climate Change (DECC), the GB SMIP project aims to install 53mln smart gas and electricity meters into UK homes small businesses by 2020. It is a huge undertaking and will require all of the data collected by the meters to be processed and managed by a central hub. Building this part of the network is expected to cost up to £5bn and will be controlled by a company set up by DECC. Telit is likely to be one of a number of suppliers for a wide area network to transmit data automatically to the hub via the ‘Internet of Things’. DECC has cited benefits of an end to estimated billing, better energy tariff price information and more reliable next-day switching, but critics have also cited a poor record for the UK government delivering on large IT projects, security issues and how much benefit consumers will get as potential banana skins. Oozi Cats, Telit’s chief executive, said: "The system will monitor consumption and provide information to help consumers and businesses use energy more efficiently. "Telit has invested solidly in the special SMIP UE910 project as well as the manufacturing and logistics framework necessary to fulfil integration and roll-out requirements from government as well as the various vendors involved in the project." The company was part of the think tank that worked on key standards and technology foundation behind GB SMIP. Broker Northland added that projects as ambitious as GB SMIP tend to stretch as issues are encountered and first revenues are not expected until next year. “Being part of such programmes is important, however, and helps to balance last week’s reduced guidance.” Telit trimmed slightly its expectations for the current year to revenues of between US$330- 340mln and underlying earnings [EBITDA] of US$40-45mln. Shares today climbed

BROKER BRIEF ON TCM Telit Communications..... Telit Communications (LON:TCM): Substantial contract Market Cap: £321m; Current Price: 278p Supply contract for GB SMIP project Supply contract valued at up to $220m as one of the technology providers for the UK’s £11.3bn Smart Metering infrastructure project that plans to installs smart meters in homes and businesses across the UK. Supplies are expected to commence Q4 2016 and continue through to the end of 2021. Telit will provide cellular modules for a portion of the c. 30 million comms hubs bridging ZigBee data communication between smart meters and either RF or cellular networks. Telit equipped hubs will use a specially developed UE910 UMTS/HSPA module delivering the 3G backhaul communication. <b><i>NORTHLAND CAPITAL PARTNERS VIEW: GB SMIP is an ambitious project running over a number of years as the UK government looks to deploy smart meters nationwide. Such projects tend to stretch, however, as issues are encountered and first revenues are not expected until next year. Being part of such programmes is important, however, and helps to balance last week’s reduced guidance.</b></i>

ZYT Zytronic Missed this seems malcolm Stacey has spelt it wrong in the title, never mind. Zytrong; They Don't Make Space Guns, but the Share Price Could Rocket - Even More By Malcolm Stacey | Friday 16 October 2015 Disclosure: I own shares in one or more of the stocks mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article. Hello Share Pruners. Just over a year ago, I was singing the praises of a little company called. Zytronic (ZYT). Sounds like a type of Dan Dare space gun doesn't it, but bear with me. Because if you had followed my little tip then, you would be up above 50% by now. This week the firm announced that profits next time would be more than expected. Now that's a rarity these days. But the news doesn't surprise me. And when the rules of this fine website (that I cannot buy shares just before, or after, a recommendation is out of the way) I might snaffle some more stock. It specialises in gear which operates to the touch. There are all sorts of applications for the technology and the demand is growing fast. There is apparently no limit to how lazy people are becoming, and touch technology saves a slither of energy for operating nearly all our new age gadgets. Zytronic is modern niche company and I recommend investing in niche operations. A niche, as I'm sure you know, is a little hole in the wall of an ancient hall, where people used to put a candle or a marble bust. Thus a niche company is a fairly small venture which serves a particular market. They are often the only companies with a particular style of making things. And they are usually the only outfit within many miles who what they do. This share has put on 130% since the middle of 2013. It has blasted through its year's high this week with a one-day boost of 15%. More to come, I fancy. The price to earnings ratio is a reasonable 18 . Quite modest, in fact, for a company with a future to possibly die for. I can tell you it's become quite a hot share in the Punter's Return. Malcolm Stacey has been writing about shares for more than 20 years. His first book "The Armchair Tycoon" was first published in 1998 but a revised 2014 e-version is now available. To obtain a FREE copy fill in the form HERE - See more at: http://*********************/views/15795/they-don-t-make-space-guns-but-the-share-price-could-rocket-even-more#sthash.tLCsCc6B.dpuf

Just a reminder what the TM FOOL said about TCM: Shares in Internet of Things company Telit Communications (LSE: TCM) have sunk by over 10% after the company reduced its full-year guidance. Instead of the previously anticipated revenue of £225m, Telit now expects its total sales to be between £215m and £222m. This has clearly disappointed the market, with the company’s shares being among the biggest fallers so far today. <b><i>The updated guidance figures are somewhat surprising, since in today’s trading update Telit has reported a strong first three quarters of the year. For example, revenue in the first three-quarters of the year increased by 15% and the company has seen robust performance from its automotive product line as well as its Internet of Things services. Looking ahead, it appears to have huge potential and is well-placed to benefit from a gradual shift towards the increased use of machine-to-machine communications, in which Telit specialises. So, while its top and bottom lines may not rise by quite as much as expected in the current year, it continues to trade on a relatively low price to earnings growth (PEG) ratio of just 0.5, which indicates that its shares offer growth at a very reasonable price. Certainly, today’s share price fall is disappointing, but it appears to be a buying opportunity for long term investors.</b></i> http://www.fool.co.uk/investing/2015/10/12/3-stocks-to-get-rich-royal-dutch-shell-plc-telit-communications-plc-and-berkeley-group-holdings-plc/

ZYT Zytronic continues its upward surge.... http://content.screencast.com/users/mickkipper/folders/Default/media/f9a8a8be-a10f-4963-b0ca-9788d904dac8/zyt%204.jpg

<b>Telit awarded US$220mln UK smart meter contract Share 07:34 19 Oct 2015</b> Supplies are expected to start in the final quarter of 2016 and continue through to the end of 2021. Telit awarded US$220mln UK smart meter contract GB SMIP aims to install smart meters in homes of the majority of the UK’s gas and electricity utility customers by 2020. Machine-to-machine specialist Telit (LON:TCM) has been awarded a contract worth up to US$220mln as part of the UK’s £11bn smart metering infrastructure project GB SMIP. Supplies are expected to start in the final quarter of 2016 and continue through to the end of 2021. Telit will provide cellular modules to power a portion of the nearly 30mln "comms" hubs bridging ZigBee data communication between the smart meters and either radio frequency (RF) or cellular networks. Telit-equipped hubs will contain a specially developed module based around its previous experience in the energy market. Run by the Department of Energy & Climate Change (DECC), GB SMIP aims to install smart meters in homes of the majority of the UK’s gas and electricity utility customers by 2020. DECC expects the benefits will be an end to estimated billing, better energy tariff price information and more reliable next-day switching. Oozi Cats, Telit’s chief executive, said: "The system will monitor consumption and provide information to help consumers and businesses use energy more efficiently. "Telit has invested solidly in the special SMIP UE910 project as well as the manufacturing and logistics framework necessary to fulfil integration and rollout requirements from government as well as the various vendors involved in the project." The company was part of the think tank that worked on key standards and technology foundation behind GB SMIP. Share Philip Whiterow

<b>REG – Telit Communications – Contract Win 19-10-2015 07:00</b> RNS Number : 6053C Telit Communications PLC 19 October 2015 Telit Communications PLC ("Telit" or the "Company") Contract Win Telit signs US$220 million agreement to supply cellular technology to Great Britain's Smart Metering Implementation Project ("GB SMIP") London, October 19, 2015 - Telit (AIM: TCM), a global enabler of the Internet of Things (IoT), announces that the company has secured a supply contract valued at up to US$220 million as one of the technology providers for the GB SMIP, Great Britain's ambitious, world-leading £11.3bn Smart Metering infrastructure project. Supplies are expected to commence in Q4 2016 and continue through to the end of 2021. Telit IoT cellular modules are to power a portion of the nearly 30 million "comms" hubs bridging ZigBee data communication between the smart meters and either RF or cellular networks. Telit equipped cellular comms hubs will use a specially developed UE910 UMTS/HSPA module delivering the 3G backhaul communication, leveraging the company's extensive experience in the energy market. Organized and run by the UK's Department of Energy & Climate Change ("DECC"), the GB SMIP proposes to install smart meters in homes and businesses across the UK, targeting the vast majority of gas and electricity utility customers by 2020. The system will monitor consumption and provide information to help consumers and businesses use energy more efficiently. The DECC also expects GB SMIP to deliver a number of direct benefits to consumers, including an end to estimated billing, better support for microgeneration and exported energy billing, savings from better access to energy tariff price information, more reliable next-day switching and opportunity for new smart consumer products and services. "As a very active member of the UK's BEAMA (British Electrotechnical and Allied Manufacturers' Association) and specifically its Comms Hub Working Group, Telit is not only proud to be selected as a supplier to this world benchmark project in smart metering, but also to be a part of the think tank that worked on key standards and technology foundation that made GB SMIP possible," said Oozi Cats, Chief Executive, Telit. "Telit has invested solidly in the special SMIP UE910 project as well as the manufacturing and logistics framework necessary to fulfil integration and rollout requirements from government as well as the various vendors involved in the project." For further information: Telit Communications PLC Tel: +39 06 4204601 Oozi Cats, CEO Yosi Fait, Finance Director & President

Added to TCM Telit Communications, landed one hell of a contract..http://www.investegate.co.uk/telit-communications--tcm-/rns/contract-win/201510190700056053C/ … expecting upgrades here from brokers.

MBH Data will be updated in the next 48 hours but the stock is trading below the historical average. Room for an uprating, one would think. Michelmersh Brick Holdings PLC FORECASTS 2015 2016 Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Cenkos Securities 20-07-15 BUY 3.80 3.70 1.00 4.50 4.40 1.20 Westhouse Securities [A] 15-12-14 UREV 2015 2016 Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Consensus 3.80 3.70 1.00 4.50 4.40 1.20 1 Month Change 0.00 0.00 0.00 0.00 0.00 0.00 3 Month Change 0.00 0.00 0.00 0.00 0.00 0.00 Notes to forecasts (15 Dec 2014) A flag refers to outlook. GROWTH 2014 (A) 2015 (E) 2016 (E) Norm. EPS % 21.80% 18.92% DPS % % 20.00% INVESTMENT RATIOS 2014 (A) 2015 (E) 2016 (E) EBITDA £4.03m £5.10m £5.70m EBIT £3.06m £m £m Dividend Yield 0.00% 0.98% 1.18% Dividend Cover x 3.70x 3.67x PER 33.41x 27.43x 23.07x PEG f 1.26f 1.22f Net Asset Value PS 54.36p p p

RCN Redcentric PLC,(software services) technically looks on the brink of a breakout, growing organicaly and with the addition of small aquisitions http://content.screencast.com/users/mickkipper/folders/Default/media/bfb9475e-8fd4-4c5d-8604-905a400d5cbc/rca%201.jpg

MBH Michelmersh Bricks <b>Trading update this morning profits ahead of market expectations.</b> <a href='http://www.investegate.co.uk/michelmersh-brick--mbh-/rns/trading-statement/201510190700056105C/' target='window'>http://www.investegate.co.uk/michelmersh-brick--mbh-/rns/trading-statement/201510190700056105C/</a> http://content.screencast.com/users/mickkipper/folders/Default/media/d4ce8a35-475f-4651-a806-4cf7ed189f00/mbh%201.jpg

ARM.... Arm holdings PLC From iii, Wednesday 21 October <b><i>Before industry consolidation chatter sent shares in ARM Holdings (ARM) rocketting on Thursday, the chip designer had been on the wrong end of macro concerns and negative industry newsflow. At 972p, the shares still trade a fifth lower than the 2015 high of 1,233p, which has created a "compelling long-term opportunity" in Investec's eyes. ARM reports third-quarter results Wednesday, and the broker expects full-year revenue of £956 million, pre-tax profit of £512.7 million and EPS of 30.2p. "We believe the ARM business model offers resilient long-term cashflow prospects that support our 2020E royalty-based 1200p TP," said analyst Julian Yates, with a 'buy' recommendation.</i></b> * EDIT, should say 100 dayEMA on chart not 200 day EMA. http://content.screencast.com/users/mickkipper/folders/Default/media/66cc9e33-0eb8-4d4f-81f8-67e1b3dd8943/arm%202.jpg

<b><i>Speaking of growth stocks, ARM Holdings (LSE: ARM) will be bringing us a Q3 update on Wednesday, 21 October, in a year that’s seen a fluctuating share price. It climbed to a peak of 1,233p in March, before falling back to today’s 972p price, despite forecast earnings growth of nearly 70% for the year to December and despite the company’s ongoing share buyback programme. The shares are on a forward P/E of 32 this year, dropping to 28 next. And while that’s high compared to the FTSE’s average of around 14, it’s the lowest we’ve seen for ARM for some years. Does that make the shares a bargain now? Well, with growth in demand for ARM’s mobile computing chips continuing year on year, I see the shares as undervalued at today’s price.</b></i> http://www.fool.co.uk/investing/2015/10/16/4-shares-for-the-week-ahead-asos-plc-arm-holdings-plc-quantum-pharma-plc-and-sky-plc/

https://woodfordfunds.com/insight/september-2015/

ALM Allied Minds Neil Woodfords Fund..... <b><i>The biggest detractor over the month was the position in Allied Minds. The stock’s sharp underperformance was due in large part to an opportunistic attack from a short-seller using a piece of self-generated research, which the FT described as ‘strangely shallow’. Although this has been unsettling for market sentiment in recent days, we see nothing fundamental to concern us. Indeed, our confidence has increased in both the long-term potential of its existing portfolio of maturing technology businesses and in the management team’s ability to identify new value-creating opportunities from its relationships with the best research institutions in the US.</b></i> hxxps://woodfordfunds.com/insight/september-2015/ ALM Allied Minds Went long on ALM last week, and its gradually risen. Neil Woodford (top fund manager) seems to be a big fan so if its good enough for him itl do me. http://content.screencast.com/users/mickkipper/folders/Default/media/2ed49096-be46-41fe-91bd-4c515f4c3fee/ALM%201.jpg

<b>Zytronic PLC Earns corporate Rating from N+1 Singer (ZYT) October 15th, 2015</b> Zytronic PLC (LON:ZYT)‘s stock had its “corporate” rating reiterated by N+1 Singer in a report released on Thursday, Market Beat reports. Shares of Zytronic PLC (LON:ZYT) opened at 339.500 on Thursday. The firm has a 50-day moving average of GBX 303.80 and a 200 day moving average of GBX 294.76. Zytronic PLC has a 12 month low of GBX 228.00 and a 12 month high of GBX 345.00. The company’s market capitalization is GBX 51.67 million. Zytronic plc, based in the United Kingdom, is a developer and manufacturer of a range of touch sensor products. Its products incorporate an embedded array of metallic micro-sensing electrodes. It offers Projected Capacitive Technologies (LON:ZYT) and Mutual Projected Capacitive (MPCT) technologies. It is also engaged in development and manufacture of customized optical filters to enhance electronic display performance, and production of specialized and transparent laminates. The Company’s products are used for application uses in information and financial kiosks, digital signage, ticketing, gaming and vending machines, as well as telematics and medical devices. Its subsidiaries include Zytronic Displays Limited, Intasolve Limited and Zytronic Glass Products Limited. Zytronic Displays Limited is engaged in the manufacturing of transparent composites, including touch sensors.

The new broker forecasts are: 2015 2016 Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Arden Partners 15-10-15 BUY 4.02 21.68 11.00 4.80 25.89 12.00 N+1 Singer 15-10-15 CORP 4.30 23.00 11.00 4.50 24.10 12.10 At 352p ZYT are now on a current year P/E of around 14. The 3.4% divi yield is pretty decent too. If you strip out the likely £9m cash pile - against a £54m m/cap - then (without doing the calculation precisely) the ex-cash P/E probably drops to only around 11 or 12.