Member Info for MickTKipper

INF INFORMA Broker BUY Recos.......... 29 Jul 15 Exane BNP Paribas Outperform 599.75 - 620.00 Reiterates 29 Jul 15 Nomura Buy 599.75 600.00 630.00 Reiterates 28 Jul 15 Numis Buy 599.75 635.00 635.00 Reiterates 27 Jul 15 Panmure Gordon Buy 599.75 650.00 650.00 Reiterates 27 Jul 15 Nomura Buy 599.75 - - Reiterates 08 Jul 15 Societe Generale Buy 599.75 645.00 645.00

WKP Workspace, chart set up looks very interesting and could be very profitable in probably a short term time frame. One to monitor in the next 48 hours. http://content.screencast.com/users/thomaser/folders/Default/media/50dfcf4e-31dc-4fbb-8a7b-bc45ff563b0c/workspace%201.jpg

<b>Canaccord Genuity Reiterates Buy Rating for Telit Communications Plc (TCM) Posted by Shane Hupp on Aug 3rd, 2015</b> Telit Communications Plc (LON:TCM)‘s stock had its “buy” rating reiterated by equities research analysts at Canaccord Genuity in a research note issued on Monday, ARN reports. They currently have a GBX 393 ($6.14) price target on the stock. Canaccord Genuity’s target price points to a potential upside of 21.88% from the company’s current price. Telit Communications Plc (LON:TCM) opened at 326.5000 on Monday. The firm’s market capitalization is GBX 371.76 million. The stock has a 50 day moving average price of GBX 300.45 and a 200-day moving average price of GBX 249.13. Telit Communications Plc has a 52 week low of GBX 190.00 and a 52 week high of GBX 344.00. Separately, Berenberg Bank reaffirmed a “buy” rating and set a GBX 410 ($6.40) price objective on shares of Telit Communications Plc in a research note on Tuesday, July 21st. Telit Communications Plc (LON:TCM) is a global wireless technology company. The Company is engaged in developing, manufacturing and marketing communication modules, which enable machines, devices and vehicles to communicate, through cellular wireless networks. It develops, manufactures and markets global system for mobile communications (GSM)/general packet radio service (GPRS), code division multiple access (CDMA), universal mobile telecommunications system (UMTS)/ high speed packet access (HSPA), short range radio frequency (RF), including ZigBee and global positioning system (GPS) communication modules for machine-to-machine (m2m) applications. Its subsidiaries include Telit RF Technology S.A.S., Telit Wireless Solutions Srl, Telit Communications SpA and Telit Wireless Solutions (Pty) Ltd. In March 2011, the Company completed the acquisition of Motorola m2m business. On July 2011, the Company acquired GlobalConect Ltd. In January 2012, it acquired Navman Wireless OEM Solutions LP.

<b>Sky Plc Rating Reiterated by Numis Securities Ltd (SKY) Posted by Shane Hupp on Jul 31st, 2015</b> Sky Plc (LON:SKY)‘s stock had its “add” rating restated by stock analysts at Numis Securities Ltd in a research report issued on Friday, Analyst Ratings Net reports. SKY has been the topic of a number of other research reports. Barclays reissued an “overweight” rating and issued a GBX 1,100 ($17.07) price target on shares of Sky Plc in a research note on Tuesday. Liberum Capital restated a “sell” rating and issued a GBX 530 ($8.23) price objective on shares of Sky Plc in a report on Wednesday. Investec reiterated a “reduce” rating on shares of Sky Plc in a report on Wednesday. Deutsche Bank restated a “buy” rating and set a GBX 1,500 ($23.28) price objective on shares of Sky Plc in a research note on Thursday. Finally, Beaufort Securities reiterated a “buy” rating on shares of Sky Plc in a research report on Thursday. Four analysts have rated the stock with a sell rating, nine have assigned a hold rating and six have given a buy rating to the company’s stock. Sky Plc presently has an average rating of “Hold” and a consensus price target of GBX 1,058.75 ($16.43). Sky Plc (LON:SKY) opened at 1139.0000 on Friday. The firm’s 50-day moving average is £1,077.43 and its 200-day moving average is £1,027.47. Sky Plc has a 52-week low of £839.00 and a 52-week high of £1,180.00. The firm also recently announced a dividend, which will be paid on Friday, November 20th. Shareholders of record on Thursday, October 22nd will be paid a dividend of GBX 20.50 ($0.32) per share. This represents a yield of 1.81%. The ex-dividend date is Thursday, October 22nd. In other Sky Plc news, insider Griffith,Andrew sold 595,200 shares of the business’s stock in a transaction dated Thursday, July 30th. The stock was sold at an average price of GBX 1,150 ($17.85), for a total value of £6,844,800 ($10,623,622.54). Also, insider Clarke,Tracy Jayne purchased 53 shares of Sky Plc stock in a transaction on Monday, July 27th. The stock was bought at an average cost of GBX 1,120 ($17.38) per share, with a total value of £593.60 ($921.31). Sky plc (LON:SKY), formerly British Sky Broadcasting Group plc, is an entertainment and communications provider. The Company’s Sky TV offers live or on demand television programs. Its Sky Broadband offers broadband and telephony services. Its NOW TV is a streaming service and provides access to the Sky’s content. Sky Sports’ seven channels broadcast a range of live sport, news and analysis, from football and golf to cricket and tennis. Sky Entertainment offers entertainment channels Sky 1, Sky Living, Sky Atlantic and Sky Arts. Its Sky News provides breaking news and analysis. Its Sky Media is an advertising sales house and offers advertisers access to approximately 125 televi

<b>Inchcape plc PT Raised to GBX 820 at Nomura (INCH) Posted by Stephan Byrd on Jul 31st, 2015</b> Equities research analysts at Nomura hoisted their target priceon shares of Inchcape plc (LON:INCH) from GBX 780 ($12.11) to GBX 820 ($12.73) in a note issued to investors on Friday, AnalystRatings.Net reports. The firm presently has a “buy” rating on the stock. Nomura’s target price indicates a potential upside of 2.24% from the stock’s current price. In other Inchcape plc news, insider McConnell ,John sold 137,818 shares of the stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of GBX 8.54 ($0.13), for a total transaction of £11,769.66 ($18,267.36). Shares of Inchcape plc (LON:INCH) opened at 805.5000 on Friday. Inchcape plc has a one year low of £589.50 and a one year high of £906.65. The stock’s market capitalization is £3.60 billion. The stock has a 50 day moving average of £808.42 and a 200-day moving average of £795.26. The business also recently announced a dividend, which will be issued on Friday, September 4th. Investors of record on Thursday, August 6th will be paid a dividend of GBX 6.80 ($0.11) per share. This represents a yield of 0.85%. The ex-dividend date is Thursday, August 6th. INCH has been the topic of a number of other reports. Berenberg Bank reiterated a “buy” rating and issued a GBX 915 ($14.20) target price on shares of Inchcape plc in a report on Friday, July 10th. Citigroup Inc. reissued a “neutral” rating and issued a GBX 770 ($11.95) target price on shares of Inchcape plc in a research report on Friday, July 24th. JPMorgan Chase & Co. reaffirmed an “overweight” rating and set a GBX 735 ($11.41) price objective on shares of Inchcape plc in a research report on Tuesday. Liberum Capital reissued a “hold” rating and issued a GBX 680 ($10.55) target price on shares of Inchcape plc in a research report on Thursday. Finally, Deutsche Bank restated a “hold” rating and issued a GBX 860 ($13.35) price objective on shares of Inchcape plc in a research note on Friday. Four equities research analysts have rated the stock with a hold rating and five have assigned a buy rating to the company’s stock. The stock presently has a consensus rating of “Buy” and an average price target of GBX 840 ($13.04). Inchcape plc is a global premium automotive distributor and retailer. The Company provides a professional and financed route to market for automotive manufacturers across five continents. Inchcape acts as a vehicle and parts distributor in 22 of its 26 markets. In these markets, the Company has responsibility for managing the value chain on behalf of a focused portfolio of premium and luxury brand partners. The Company’s responsibilities as a distributor include specifying vehicles to meet local market requirements, organizing logisti

SMDS Broker Buys and fundies..... forward P/E of just over 15 for 2016 looks far too cheap historicaly to me. Smith (DS) PLC FORECASTS 2016 2017 Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Davy Stockbrokers 30-07-15 None 26.00 12.00 26.00 13.00 Canaccord Genuity Ltd 25-06-15 BUY 309.00 25.00 12.10 333.00 26.90 13.30 Investec Securities [R] 15-06-15 BUY 315.50 25.63 12.00 346.30 28.07 12.50 Westhouse Securities 18-12-14 BUY 2016 2017 Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Consensus 338.02 27.34 12.91 1 Month Change -0.27 0.05 0.00 3 Month Change -5.05 -0.47 -0.06 GROWTH 2015 (A) 2016 (E) 2017 (E) Norm. EPS 13.64% 27.49% 5.67% DPS 25.00% 20.36% 7.24% INVESTMENT RATIOS 2015 (A) 2016 (E) 2017 (E) EBITDA £442.00m £491.98m £511.18m EBIT £279.00m £308.53m £322.95m Dividend Yield 2.54% 3.06% 3.28% Dividend Cover 2.03x 2.15x 2.12x <b>PER 19.37x 15.19x 14.38x</b> PEG 1.42f 0.55f 2.54f Net Asset Value PS 17.11p 119.02p 126.55p

<b>Sky Plc Stock Rating Reaffirmed by Deutsche Bank (SKY) Posted by Shane Hupp on Jul 30th, 2015</b> Sky Plc (LON:SKY)‘s stock had its “buy” rating reissued by equities research analysts at Deutsche Bank in a research note issued to investors on Thursday, MarketBeat Ratings reports. They currently have a GBX 1,500 ($23.28) price target on the stock. Deutsche Bank’s price objective indicates a potential upside of 32.51% from the stock’s previous close. Shares of Sky Plc (LON:SKY) opened at 1138.0000 on Thursday. The firm has a 50-day moving average of £1,074.62 and a 200-day moving average of £1,026.83. Sky Plc has a 52 week low of £839.00 and a 52 week high of £1,152.00. The company also recently announced a dividend, which will be paid on Friday, November 20th. Investors of record on Thursday, October 22nd will be paid a dividend of GBX 20.50 ($0.32) per share. This represents a dividend yield of 1.81%. The ex-dividend date is Thursday, October 22nd. In other Sky Plc news, insider Clarke,Tracy Jayne purchased 53 shares of the stock in a transaction that occurred on Monday, July 27th. The shares were bought at an average cost of GBX 1,120 ($17.38) per share, with a total value of £593.60 ($921.31). A number of other brokerages also recently weighed in on SKY. Nomura increased their price target on shares of Sky Plc from GBX 1,070 ($16.61) to GBX 1,150 ($17.85) and gave the company a “neutral” rating in a research report on Wednesday, July 22nd. Numis Securities Ltd restated an “add” rating and issued a GBX 1,200 ($18.62) target price on shares of Sky Plc in a report on Thursday, July 23rd. Barclays reaffirmed an “overweight” rating and issued a GBX 1,100 ($17.07) price target on shares of Sky Plc in a research note on Tuesday. Liberum Capital reissued a “sell” rating and set a GBX 530 ($8.23) price objective on shares of Sky Plc in a research report on Wednesday. Finally, Investec reaffirmed a “reduce” rating on shares of Sky Plc in a research report on Wednesday. Four research analysts have rated the stock with a sell rating, nine have assigned a hold rating and six have given a buy rating to the stock. Sky Plc presently has a consensus rating of “Hold” and an average target price of GBX 1,058.75 ($16.43). Sky plc (LON:SKY), formerly British Sky Broadcasting Group plc, is an entertainment and communications provider. The Company’s Sky TV offers live or on demand television programs. Its Sky Broadband offers broadband and telephony services. Its NOW TV is a streaming service and provides access to the Sky’s content. Sky Sports’ seven channels broadcast a range of live sport, news and analysis, from football and golf to cricket and tennis. Sky Entertainment offers entertainment channels Sky 1, Sky Living, Sky Atlantic and Sky Arts. Its Sky News provides breaking news and analysis. Its

SMDS Smith (DS) PLC In a lovely uptrend channel with momentum behind it. RSI in a neutral position with plenty upside left. Technical target SP 460p initially. SP riding above short term moving averages. http://content.screencast.com/users/thomaser/folders/Default/media/fb8e0054-ba25-4766-b497-502d416fe367/smds%201.jpg

Sky Plc to Issue Dividend of GBX 20.50 per share(SKY) Posted by Shane Hupp on Jul 29th, 2015.... Sky Plc (LON:SKY) declared a dividend on Wednesday, July 29th, AnalystRatingsNetwork.com reports. Stockholders of record on Thursday, October 22nd will be given a dividend of GBX 20.50 ($0.32) per share on Friday, November 20th. This represents a dividend yield of 1.81%. The ex-dividend date is Thursday, October 22nd.

SKY Lovely move up today. SP heading for former top. http://content.screencast.com/users/thomaser/folders/Default/media/a9ce3bf7-2a94-4f64-9a97-7b890da242b7/sky%201.jpg

Yes lots more to come......... <b>30 JUL 2015 SKY PLC 32% Potential Upside Indicated by Deutsche Bank BY AMILIA STONE BROKER RATINGS</b> SKY PLC using EPIC code LON:SKY has had its stock rating noted as ‘Reiterates’ with the recommendation being set at ‘BUY’ this morning by analysts at Deutsche Bank. SKY PLC are listed in the Consumer Services sector within UK Main Market. Deutsche Bank have set a target price of 1500 GBX on its stock. This now indicates the analyst believes there is a potential upside of 32% from today’s opening price of 1136 GBX. SKY PLC LON:SKY has a 50 day moving average of 1,146.26 GBX and a 200 day moving average of 998.39 GBX. The 1 year high share price is 1140 GBX while the year low share price is currently 8.39 GBX.

The Evil Diaries: Foxtons, Pets At Home and Globo: You could knock me over with a feather. As soon as I went through today’s half year RNS from Foxtons (FOXT) I decided that the share price would go straight down through 200p. But, instead, at the time of writing, it is hovering around 240p. It is true that I do not like the cut of FOXT’s gib (spivvy staff and very questionable practices in the management department) but earnings have declined on last year and there is no reason to believe they’ll get better. Anyway, this is a slam dunk short up here. htTp://www.masterinvestormagazine.co.uk/latest/the-evil-diaries-foxtons-pets-at-home-and-globo/

CITYWIRE........ Lettings risks and Budget problems dog Foxtons Budget changes affecting buy-to-let will pose a ‘fresh challenge’ for estate agent Foxtons (FOXT), which saw first-half profits fall 22%. Peel Hunt analyst Gavin Jago retained his ‘sell’ recommendation and reduced the target price from 230p to 205p. The shares rose 7.4% to 239.4p yesterday. ‘First-half profit before tax was down 22%, driven by lower sales and higher costs from new branches,’ he said. ‘While the sales pipeline has improved since the election, we believe the removal of certain tax breaks for residential landlords in the Budget presents a fresh challenge for Foxtons, as its fees are at a premium to most of its peers.’ Jago noted the increased risks around lettings which mean ‘risks remain weighted to the downside’. ‘We believe the risks around lettings have increased and we have revised the multiples used in our target price,’ he said. ‘While we retain our forecasts at this stage, we have reduced our target price to 205p.’ hxxp://citywire.co.uk/money/the-expert-view-taylor-wimpey-barclays-and-foxtons/a829910?ref=citywire-money-latest-news-list#i=6

<b>Restaurant Group PLC 12% Potential Upside Indicated by Citigroup BY AMILIA STONE BROKER RATINGS</b> Restaurant Group PLC with EPIC LON:RTN has had its stock rating noted as ‘Reiterates’ with the recommendation being set at ‘NEUTRAL’ this morning by analysts at Citigroup. Restaurant Group PLC are listed in the Consumer Services sector within UK Main Market. Citigroup have set their target price at 740 GBX on its stock. This is indicating the analyst believes there is a potential upside of 12% from the opening price of 660.5 GBX. Restaurant Group PLC LON:RTN has a 50 day moving average of 698.08 GBX and the 200 Day Moving Average price is recorded at 691.48 GBX. The 1 year high for the share price is 668 GBX while the year low share price is currently 5.89 GBX.

27 JUL 2015 Ashtead Group plc 38.9% Potential Upside Indicated by Exane BNP Paribas BY AMILIA STONE BROKER RATINGS Ashtead Group plc with EPIC LON:AHT had its stock rating noted as ‘Reiterates’ with the recommendation being set at ‘OUTPERFORM’ this morning by analysts at Exane BNP Paribas. Ashtead Group plc are listed in the Industrials sector within UK Main Market. Exane BNP Paribas have set a target price of 1300 GBX on its stock. This is indicating the analyst believes there is a potential upside of 38.9% from today’s opening price of 936 GBX. Ashtead Group plc LON:AHT has a 50 day moving average of 1,125.06 GBX and a 200 day moving average of 1,116.67 GBX. The 52 week high for the stock is 939 GBX while the 52 week low for the share price is 8.49 GBX.

<b>28 JUL 2015 Sports Direct International Plc 10.1% Potential Upside Indicated by Espirito Santo Execution Noble BY AMILIA STONE BROKER RATINGS</b> Sports Direct International Plc using EPIC code LON:SPD had its stock rating noted as ‘Retains’ with the recommendation being set at ‘BUY’ today by analysts at Espirito Santo Execution Noble. Sports Direct International Plc are listed in the Consumer Services sector within UK Main Market. Espirito Santo Execution Noble have set a target price of 850 GBX on its stock. This is indicating the analyst believes there is a potential upside of 10.1% from the opening price of 772 GBX. Sports Direct International Plc LON:SPD has a 50 day moving average of 710.79 GBX and a 200 day moving average of 683.42 GBX. The 1 year high for the stock price is 778.5 GBX while the 52 week low for the stock is 5.59 GBX.

<b>SHORTS closing there positions</b>........... TELECOM PLUS PLC (LN*) Ennismore Fund Management Limited 0.50% &#8595; -0.05% 2015-07-24 TELECOM PLUS PLC (LN*) JPMorgan Asset Management (UK) Ltd 0.78% &#8595; -0.08% 2015-07-23

24 Jul 2015 Just Eat JE. Canaccord Genuity Buy 453.75 438.70 - 560.00 Reiterates 560p SP Target......

24 Jul 2015 Restaurant Group... RTN Canaccord Genuity Buy 663.00 665.50 760.00 760.00 Reiterates SP Target 760p

<b>Brokerages Set Hellermanntyton Group PLC Price Target at $373.57 (LON:HTY) Posted by Shayan Afkhami on Jul 23rd, 2015</b> Shares of Hellermanntyton Group PLC (LON:HTY) have received a consensus rating of “Buy” from the seven ratings firms that are presently covering the stock, MarketBeat.com reports. Three research analysts have rated the stock with a hold recommendation and four have issued a buy recommendation on the company. The average 1-year price target among brokerages that have issued a report on the stock in the last year is GBX 373.57 ($5.83). A number of analysts have recently weighed in on HTY shares. Analysts at Goldman Sachs reiterated a “buy” rating and set a GBX 360 ($5.62) price target on shares of Hellermanntyton Group PLC in a research note on Thursday, July 9th. Analysts at JPMorgan Chase & Co. reiterated an “overweight” rating and set a GBX 380 ($5.93) price target on shares of Hellermanntyton Group PLC in a research note on Tuesday, July 7th. Analysts at Investec reiterated a “hold” rating and set a GBX 335 ($5.23) price target on shares of Hellermanntyton Group PLC in a research note on Thursday, July 2nd. Analysts at Berenberg Bank initiated coverage on shares of Hellermanntyton Group PLC in a research note on Thursday, June 18th. They set a “hold” rating and a GBX 360 ($5.62) price target on the stock. Finally, analysts at Peel Hunt upgraded shares of Hellermanntyton Group PLC to a “buy” rating and raised their price target for the stock from GBX 355 ($5.54) to GBX 430 ($6.71) in a research note on Thursday, May 21st. Shares of Hellermanntyton Group PLC (LON:HTY) traded down 0.66% during mid-day trading on Monday, hitting GBX 333.40. The stock had a trading volume of 45,073 shares. Hellermanntyton Group PLC has a 52-week low of GBX 272.79 and a 52-week high of GBX 379.90. The stock’s 50-day moving average is GBX 349.46 and its 200-day moving average is GBX 338.74. The company’s market cap is £717.97 million. HellermannTyton Group PLC is a global manufacturer and supplier of cable management solutions for fastening, identifying, insulating, protecting, organizing, routing and connecting components. The Company’s product range covers cable management requirements within the wind turbine, as well as the network infrastructure of the wind farm. Its product range includes fixings, such as fasteners, clips and cable ties; network connectivity, including cabling systems, fiber optic jointing organizers and splicing protectors, raceways and test instruments; insulation and protection, including heat shrink shapes and tubing, convoluted tubing, spiral binding and electrical ducts; identification, including security seals, printed ties, cable markers, labels and printing systems, and installer solutions, including enclosures, racks and connectors. It serves customers in the markets of solar energy, wind energy, r