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<b>BUZZ-Aldermore Group: Stock surges on robust H1, market cheers beat<ALD.L> 27-08-2015 08:38</b> * Shares in Aldermore Group Plc <ALD.L> jump as much as 10 pct to pare 1.5 months losses after the bank reports robust H1 * Aldermore's profit doubles beating analysts expectations [ID:nRSa2286Xa] * Stock top gainer on the FTSE-350 Banks Financial Index <.FTUB8300> * Stock has risen more than 35 pct in value since company went public this March * Three-fourth of 30-day average volume traded in the first fifteen minutes of trade on Thursday * Aldermore is the newest bank to rank among other new British lenders such as Virgin Money, OneSavings Bank, Shawbrook Plc, which have listed on the LSE since last year aimed at breaking the dominance of UK's "Big Five" (aashika.jain@thomsonreuters.com) © Thomson Reuters Limited. Click for restriction

<b>Playtech interim profit jumps 19% Thu, 27 August 2015</b> Playtech interim profit jumps 19% (ShareCast News) - Playtech posted a 19% rise in adjusted first-half net profit as revenues increased amid growth across its businesses. For the six months ended 30 June, adjusted net profit came in at €115m from €96.8m in the first half of last year, on revenue of €286m, up 33% from €214.4m. The gaming and trading software group, which is buying contracts-for-difference trading platform Plus500 and Ava Trade, lifted its interim dividend by 8% to 9.6cents. It said it saw strong, broad-based growth across regions and products from both new and existing business and its strategy of focusing on regulated and soon-to-be regulated markets continues to drive growth. Chairman Alan Jackson said: "We have completed a series of strategic acquisitions to create and enhance our new Financials division, a high-growth and regulated industry, and our continued operational delivery across all business segments has translated into a strong financial performance across all key metrics, with revenues up by a third in the half year. "Our Gaming business continues to go from strength to strength with our strategy of focussing on regulated markets driving growth. Our pipeline remains strong, with significant opportunities across all geographies, as customers seek to benefit from our market-leading omni-channel offering and our best-of-breed products in each and every product category." <b>Shore Capital said: "Overall, this is a solid update with the revenue performance strong and commentary around the Financials division encouraging. We have a 'buy' stance on the stock with fair value approaching £10 per share valuing the Gaming division of long-term revenue annual growth of 8-10% and Financials at cost."</b> In a separate statement, Playtech announced the appointment of Paul Hewitt as a non-executive director of the company with immediate effect. Hewitt's recent executive responsibilities have included being the deputy group chief executive and chief financial officer of the Co-operative Group from 2003 to 2007 and finance and IT director of the RAC from 1999 to 2003.

27 Aug 2015 Playtech Ltd PTEC Canaccord Genuity Buy 885.00 891.00 1,065.00 1,065.00 Reiterates

<b>BRIEF – Playtech H1 revenue rises 33 pct to 286 mln euros 27-08-2015 07:13 Aug 27 (Reuters) – Playtech Plc</b> H1 revenue rose 33 percent to 286 million eur Interim results for six months ended 30 june 2015 Revenues eur 286 mln versus eur 214.4 mln +33 pct Adjusted EBITDA eur 112.9 mln versus eur 97.6 mln +16% Plus500 and Ava trade acquisitions expected to complete by end of September, subject to regulatory approval Average daily revenue in gaming division for first 55 days of Q3 2015: - up 15 pct on Q3 2014 which benefitted from impact of 2014 world cup In first 55 days of Q3 2015, markets limited enjoyed a strong performance with CFD customers up 19 pct against same period in 2014; and first time depositors (FTDS) for CFDS up 12 pct Performance and momentum provides management with confidence in continued strong growth for remainder of 2015 and beyond Source text for Eikon: ... Further company coverage: PTEC.L (Bengaluru Newsroon +918067491136;) © Thomson Reuters Limited. Click for restrictions

PTEC Playtec.... Superb results this morning a little ahead of market expectations..... Current trading and outlook Average daily revenue in the Gaming division for the first 55 days of Q3 2015 is up 15% on the same period in 2014, which benefitted from the impact of the 2014 World Cup, and down 2% on Q2 2015, with Q2 being a strong quarter and Q3 the traditionally slowest quarter. We have a good pipeline in our Gaming division with significant opportunities across all geographies. Our market-leading Playtech ONE omni-channel offering, depth of product suite and ability to offer full turnkey solution remain key to winning new business and driving our growth. In the first 55 days of Q3 2015, Markets Limited enjoyed a strong performance with CFD customers up 19% against the same period in 2014; and first time depositors (FTDs) for CFDs up 12%. We expect to complete the acquisitions of Plus500 and Ava Trade by the end of September, when we will be in a position to integrate and drive the performance of all three businesses as a single division. The strong performance in the first half of the year gives me great confidence that the sustained momentum in the business will result in strong growth in 2015 and beyond.

ALD Aldermore Group Fantastic results and ahead of expectations. BRIEF – Aldermore Group's H1 NIM rises to 3.6 pct 27-08-2015 07:17 Aug 27 (Reuters) – Aldermore Group Plc : Net interest margin expanded to 3.6 pct (H1 2014: 3.3 pct) Underlying cost/income ratio improved by 11 pts to 53 pct (h1 2014: 64 pct) Net loans to customers up by £635m or 13% to £5.4bn (31 december 2014: £4.8bn) Lending to smes up by £270m or 12% to £2.5bn (31 december 2014: £2.2bn) Residential mortgages up by £365m or 14% to £2.9bn (31 december 2014: £2.6bn) On track to deliver net loan growth of about £1.4bn in 2015, equivalent to about 30% full year growth Source text for Eikon: ... Further company coverage: ALD.L (Bengaluru Newsroom; +44 207 542 1810) © Thomson Reuters Limited. Click for restrictions

ALD Aldermore Group Broker Recommendations... Aldermore Group broker views Date Broker Recommendation Price Old target price New target price Notes 25 Aug Deutsche Bank Buy 276.80 290.00 290.00 Reiterates 24 Aug Nomura Buy 276.80 - - Retains 21 Aug JP Morgan Cazenove Overweight 276.80 - 325.00 Initiates/Starts 20 Aug Credit Suisse Neutral 276.80 235.00 265.00 Reiterates 18 Aug Nomura Buy 276.80 280.00 320.00 Retains

Playtech PLC Receives Buy Rating from Deutsche Bank (PTEC) August 26th, 2015 - 0 comments - Filed Under - by Maddie Sorensen Deutsche Bank reissued their buy rating on shares of Playtech PLC (LON:PTEC) in a research report report published onTuesday morning, Market Beat.com reports. Deutsche Bank currently has a GBX 1,040 ($16.30) price objective on the stock. Other research analysts have also recently issued reports about the company. Citigroup Inc. reiterated a buy rating and issued a GBX 1,030 ($16.14) price objective on shares of Playtech PLC in a report on Monday, July 13th. Investec reissued a buy rating and issued a GBX 900 ($14.10) target price on shares of Playtech PLC in a research report on Friday, July 3rd. Goodbody Stockbrokers Ltd reaffirmed a buy rating on shares of Playtech PLC in a research report on Thursday, June 18th. Nomura increased their target price on Playtech PLC from GBX 899 ($14.09) to GBX 994 ($15.58) and gave the company a buy rating in a report on Tuesday, April 28th. Finally, Canaccord Genuity restated a buy rating and issued a GBX 950 ($14.89) price objective on shares of Playtech PLC in a research note on Friday, May 22nd. One research analyst has rated the stock with a sell rating, one has given a hold rating and ten have given a buy rating to the stock. The company presently has a consensus rating of Buy and a consensus price target of GBX 909.29 ($14.25). Shares of Playtech PLC (LON:PTEC) opened at 899.50 on Tuesday. Playtech PLC has a 12 month low of GBX 585.99 and a 12 month high of GBX 936.00. The firm’s 50-day moving average price is GBX 891.43 and its 200 day moving average price is GBX 821.33. The company’s market cap is GBX 2.64 billion. Playtech plc, formerly Playtech Limited, is an Isle of Man-based online gaming and sports betting software supplier. The Company, along with its subsidiaries, develops unified software platforms for the online and land-based gambling industry, targeting online and land-based operators. The Company operates six product groupings: Casino, Services, Bingo, Sport, Poker and Videobet.

from Citywire this moring, looks a bit conservative but look at the last line. Aldermore benefiting from bulk Challenger bank Aldermore (ALD) is increasing in scale, which is expected to reflect positively in its first-half results. RBC Capital Markets analyst Peter Leonardos retained his ‘sector perform’ recommendation but reduced the target price from 310p to 300p. The shares rose 2p to 267.1p yesterday. ‘We expect H1 2015 results to demonstrate the benefit of Aldermore’s increased scale, but we only increase our 2015 earnings per share forecast by 2%,’ he said. ‘The implied upside to our price target is 5% and we do not expect a dividend until 2017.’ He added: ‘We forecast a c.50% increase in net interest income in H1 2015 year-on-year and a more than doubling of adjusted profit before tax year-on-year, since strong net new lending volumes are delivering high operating leverage. We expect management to reiterate the guidance communicated with the initial public offering and give a positive outlook statement, despite the implications of the summer Budget. In light of this and strong growth year-on-year, we believe results should support the shares at the current level and could even push them temporarily above our price target.’ 300p.

Equities research analysts at Citigroup Inc. initiated coverage on shares of Cineworld Group plc (LON:CINE) in a research report issued to clients and investors on Tuesday, Market Beat.com reports. The firm set a “buy” rating and a GBX 720 ($11.27) price target on the stock. Citigroup Inc.’s price target would indicate a potential upside of 25.65% from the company’s previous close.

Hedge Fund adding to its short position......... Fund manager % short Change Date changed/created AKO Capital LLP for AKO Master Fund Limited 1.72% &#8593; 0.06% 2015-08-18 Total 1.72%

<b>Playtech PLC Stock Rating Reaffirmed by Canaccord Genuity (PTEC) August 24th, 2015,</b> Playtech PLC (LON:PTEC)‘s stock had its “buy” rating reiterated by Canaccord Genuity in a research note issued to investors on Monday, Analyst Ratings Network.com reports. They presently have a GBX 1,065 ($16.69) price target on the stock, up from their previous price target of GBX 950 ($14.89). Canaccord Genuity’s target price points to a potential upside of 19.93% from the company’s current price. Shares of Playtech PLC (LON:PTEC) opened at 865.5000 on Monday. The company’s 50-day moving average is GBX 888.70 and its 200 day moving average is GBX 816.32. The stock’s market capitalization is GBX 2.54 billion. Playtech PLC has a 52 week low of GBX 585.99 and a 52 week high of GBX 936.00. Several other equities analysts also recently issued reports on the stock. BNP Paribas upped their price objective on shares of Playtech PLC from GBX 1,000 ($15.67) to GBX 1,100 ($17.24) and gave the stock an “outperform” rating in a report on Thursday, May 7th. Investec boosted their price target on shares of Playtech PLC from GBX 870 ($13.63) to GBX 900 ($14.10) and gave the stock a “buy” rating in a research report on Monday, April 27th. Goodbody Stockbrokers Ltd restated a “buy” rating on shares of Playtech PLC in a report on Thursday, June 18th. Deutsche Bank reiterated a “buy” rating and issued a GBX 950 ($14.89) target price on shares of Playtech PLC in a report on Tuesday, April 28th. Finally, Citigroup Inc. reissued a “buy” rating and issued a GBX 1,125 ($17.63) price target on shares of Playtech PLC in a research note on Friday, August 7th. One research analyst has rated the stock with a sell rating, one has assigned a hold rating and ten have issued a buy rating to the company. Playtech PLC currently has an average rating of “Buy” and an average target price of GBX 909.29 ($14.25). Playtech plc, formerly Playtech Limited, is an Isle of Man-based online gaming and sports betting software supplier. The Company, along with its subsidiaries, develops unified software platforms for the online and land-based gambling industry, targeting online and land-based operators. The Company operates six product groupings: Casino, Services, Bingo, Sport, Poker and Videobet. Playtech’s gaming applications, such as online casino, poker and other P2P games, bingo, mobile, live gaming, land-based kiosk networks, land-based terminal and fixed-odds games are inter-compatible and can be incorporated as standalone applications, accessed and funded by the operators’ players through the same user account and managed by the operator by means of a single management interface. Playtech Software Limited, OU Playtech (LON:PTEC), Video B Holding Limited, Techplay S.A. Software Limited are few of company’s wholly-owned subsidiaries.

<b>Playtech PLC (LON:PTEC)‘s stock had its “buy” rating reissued by analysts at Investec in a report issued on Monday, MarketBeat.com reports.</b> A number of other analysts have also recently weighed in on PTEC. Canaccord Genuity reissued a “restricted” rating on shares of Playtech PLC in a report on Friday, July 24th. Deutsche Bankraised their price target on Playtech PLC from GBX 950 ($14.86) to GBX 1,040 ($16.27) and gave the stock a “buy” rating in a research report on Monday, July 20th. Shore Capital reaffirmed a “buy” rating on shares of Playtech PLC in a research report on Friday, July 24th. Citigroup Inc. reiterated a “buy” rating and issued a GBX 1,125 ($17.60) target price on shares of Playtech PLC in a report on Monday, July 27th. Finally, Goodbody Stockbrokers Ltd restated a “buy” rating on shares of Playtech PLC in a research note on Monday, April 27th. One research analyst has rated the stock with a sell rating, one has given a hold rating and nine have given a buy rating to the company’s stock. The company presently has an average rating of “Buy” and a consensus target price of GBX 892.86 ($13.97). Playtech PLC (LON:PTEC) traded down 1.88% during mid-day trading on Monday, reaching GBX 888.00. The company’s stock had a trading volume of 1,040,705 shares. The stock’s market cap is GBX 2.61 billion. The firm’s 50 day moving average price is GBX 888.70 and its 200 day moving average price is GBX 816.32. Playtech PLC has a 12-month low of GBX 601.00 and a 12-month high of GBX 936.00. Playtech plc, formerly Playtech Limited, is an Isle of Man-based online gaming and sports betting software supplier. The Company, along with its subsidiaries, develops unified software platforms for the online and land-based gambling industry, targeting online and land-based operators. The Company operates six product groupings: Casino, Services, Bingo, Sport, Poker and Videobet. Playtech’s gaming applications, such as online casino, poker and other P2P games, bingo, mobile, live gaming, land-based kiosk networks, land-based terminal and fixed-odds games are inter-compatible and can be incorporated as standalone applications, accessed and funded by the operators’ players through the same user account and managed by the operator by means of a single management interface. Playtech Software Limited, OU Playtech (LON:PTEC), Video B Holding Limited, Techplay S.A. Software Limited are few of company’s wholly-owned subsidiaries.

25 Aug 2015 Playtech Ltd PTEC Deutsche Bank Buy 858.75 856.50 1,040.00 1,040.00 Reiterates SP TARGET 1040p

Thursday 27 August Investec sees online gambling software firm Playtech's (PTEC) first-half results as a buying opportunity given likely acquisition benefits related to Plus500 (PLUS) and Avatrade. Look for total first-half revenue growth of 35.4% and EBITDA growth of 23.4%. "We upgrade FY15E revenue to €646.1 million mainly due to FX tailwinds and white label revenue, but leave EBITDA unchanged," says Investec's Alistair Ross, who puts his target price under review, pending regulatory approval of the acquisitions. "We see the likely completion of the Plus500 and Avatrade deals (which are not included in our forecasts) as major growth drivers," adds Ross, with a 'buy' rating on the stock.

RELATED QUOTES Symbol Price Change GGGSF 20.30 0.00 LONDON (ShareCast) - Broker Berenberg has begun coverage of Greggs (Other OTC: GGGSF - news) with a 'sell' recommendation on the fast food chain's shares as the market appears to be ignoring several potential risks ahead. Greggs's recent strategy to focus on its core food-on-the-go market and improve the supply chain has been met with initial success, helping the company pick itself up after struggles in the face of new market entrants and the rapid expansion of other rivals. The strategic overhaul launched in 2013 has provided some initial success, with total sales up 5.5% in 2014 and own shop like-for-like sales up 4.5% - the strongest like-for-like growth since the recession. This contributed to a 40% increase in pre-exceptional operating profits in 2014 to £58.1m. For 2015, management believes market conditions remain favourable: costs are well under control, it should achieve net shop growth of 20-30 sites and, despite being mindful of the strong sales comparatives in 2014, it remains optimistic on the year. But with the stock responding well to the improvement in business performance, analysts at the German bank believe risks still remain in the recovery story that are not being captured in the share price, which is now up 90% since July 2014. The stock trades at 19.8 times forecast 2015 earnings versus UK food service peers on 21.9 times earnings. Berenberg's UK food retail team say potential risks lie in the competitive nature of a market growing at circa 2-6% per year and driven by both like-for-like growth in existing sites and continued roll-outs of new sites from a plethora of competitors such as coffee shops, supermarket convenience stores, specialists and fast food operators. Like-for-like comparisons are expected to become tougher through 2015, demanding more from the existing product offering. Then, while the plan to refurbish stores and exit poorly performing ones has seen initial success, the analysts believe the net store additions will be limited in the coming years and will not contribute materially to top-line growth. Finally, it is likely to be hard for the company to replicate the type of margin growth seen between 2013 and 2014 when EBIT margins rose 1.8% to 7.2%. "While management is seeing continued ingredient and packaging cost deflation and an improvement in efficiencies which will contribute to EBIT margin progression in the coming years, we believe much of this is already priced in." "With new competition entering the market and management anticipating the need for 1-2% like-for-like growth for the margins to standstill we see limited scope for future margin progression." Berenberg initiates with a price target of 820p.

LONG on MAB Mitchells @ Butlers, see chart, base building, last update positive , looks well oversold. http://content.screencast.com/users/thomaser/folders/Default/media/3ae2ee74-cd89-47f6-9a94-867f4a0b3fa1/mab%201.jpg

SN. Smith@Nephew Director cluster BUYING notified today........... Dec. Date Deal. Date Type EPIC Company Director Pos No. of shares Price Value Current price Value now % gain Monetary gain 14/08/2015 13/08/2015 BUY SN. Smith & Nephew Quarta, Roberto CH 4,629 1,188.00 p £54,993 1,175.50 p 54,413.90 -1.05 -579 14/08/2015 13/08/2015 BUY SN. Smith & Nephew Barlow, Ian NED 153 1,188.00 p £1,818 1,175.50 p 1,798.52 -1.05 -19 14/08/2015 13/08/2015 BUY SN. Smith & Nephew Bottomley, Baroness Virginia NED 159 1,188.00 p £1,889 1,175.50 p 1,869.05 -1.05 -20 14/08/2015 13/08/2015 BUY SN. Smith & Nephew Engstrom, Erik NED 140 1,188.00 p £1,663 1,175.50 p 1,645.70 -1.05 -18 14/08/2015 13/08/2015 BUY SN. Smith & Nephew Larcombe, Brian NED 140 1,188.00 p £1,663 1,175.50 p

<b>Research Analysts’ Recent Ratings Updates for Playtech PLC (PTEC) August 12th, 2015 •updated August 14th, 2015</b> Playtech PLC (LON: PTEC) has recently received a number of price target changes and ratings updates: 8/11/2015 – Playtech PLC had its price target raised by analysts at Nomura from GBX 994 ($15.39) to GBX 1,035 ($16.03). They now have a “buy” rating on the stock. 8/10/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Investec. 8/7/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Citigroup Inc.. They now have a GBX 1,125 ($17.42) price target on the stock. 7/31/2015 – Playtech PLC had its “restricted” rating reaffirmed by analysts at Canaccord Genuity. 7/27/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Citigroup Inc.. They now have a GBX 1,125 ($17.42) price target on the stock. 7/24/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Shore Capital. 7/24/2015 – Playtech PLC had its “restricted” rating reaffirmed by analysts at Canaccord Genuity. 7/20/2015 – Playtech PLC had its price target raised by analysts at Deutsche Bank from GBX 950 ($14.71) to GBX 1,040 ($16.10). They now have a “buy” rating on the stock. 7/20/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Citigroup Inc.. They now have a GBX 1,125 ($17.42) price target on the stock. 7/15/2015 – Playtech PLC had its “restricted” rating reaffirmed by analysts at Canaccord Genuity. 7/13/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Citigroup Inc.. They now have a GBX 1,030 ($15.95) price target on the stock. 7/3/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Investec. They now have a GBX 900 ($13.94) price target on the stock. 6/26/2015 – Playtech PLC had its “restricted” rating reaffirmed by analysts at Canaccord Genuity. 6/18/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Goodbody Stockbrokers Ltd. Playtech PLC (LON:PTEC) traded down 1.30% during midday trading on Wednesday, reaching GBX 871.00. The company’s stock had a trading volume of 631,832 shares. The firm’s market capitalization is GBX 2.56 billion. Playtech PLC has a 12 month low of GBX 585.99 and a 12 month high of GBX 936.00. The stock’s 50-day moving average price is GBX 871.01 and its 200-day moving average price is GBX 806.87. Playtech plc, formerly Playtech Limited, is an Isle of Man-based online gaming and sports betting software supplier. The Company, along with its subsidiaries, develops unified software platforms for the online and land-based gambling industry, targeting online and land-based operators. The Company operates six product groupings

PTEC Playtech Missed this yesterday but very relevant..... <b>BUZZ-Playtech: jumps on short-term recommendation from MS <LAD.L><PTEC.L> 13-08-2015 11:21</b> * Online gaming co Playtech <PTEC.L> up c.5 pct, top FTSE-250 riser in robust volume <b>* Traders cite short-term trade recommendation from Morgan Stanley on the stock * Morgan Stanley, who has a "Buy" rating on Playtech with PT of 1030p, expect strong double-digit revenue growth to continue into Q2 * "We believe the share price will rise relative to the industry over the next 60 days," MS says * Company will report H1 results on Aug 27</b> * On Aug. 19, shareholders will vote on the proposed acquisition of Plus500 and Ava Trade * Broker estimates that completion of both transactions would enhance EPS by c.40 pct in 2016 * Another trader says Playtech is getting preference over bookmaker Ladbrokes <LAD.L>, downgraded by Jefferies and HSBC on Thursday * Jefferies cuts Ladbrokes' rating to "underperform" from "hold", PT at 90p vs 110p while HSBC cuts PT to 110p from 125p (RM: aastha.agnihotri.thomsonreuters.com@reuters.net)