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<b>Share of the week: Buyers tuck into Just Eat By Harriet Mann | Fri, 17th July 2015 - 17:17</b> Investors craved Just Eat (JE.) this week and the fast-food delivery company, which floated in April last year, is one of the biggest risers on the FTSE 350. The shares have more than doubled over the last year and are way above their 260p IPO price. A flurry of broker attention triggered the 8% five-day surge and Goldman Sachs reckons savvy investors could make another 28% profit. Just Eat leads the way in 12 of the 15 countries it operates in, which can only benefit the group as more people opt to order takeaways online. As the industry matures, Goldman is confident the group's network effects and platform scalability will drive strong profitability. It's why the shares have been added to its conviction buy list. Last year's impressive cash profit margin of 40% in the UK & Denmark should help plug the losses in other markets, with group margin set to more than double to 44% in 2017. Clearly, Just Eat needs an impressive tech offering to distinguish it from the pack, but as cheaper smartphones become available across the world, mobile is set to become its most important channel. In 2014, UK mobile traffic increased 61%, with orders jumping by 58%. The business generates a lot of cash - the £58 million expected in 2015 should grow to £135 million in 2017 - which will be important for investment in this area, although it is likely to go on a buying spree. "We forecast continued strong cash flow generation and do not currently assume any dividend pay-outs or other forms of capital return," explained Goldman analyst Carl Hazeley. "Instead, we believe it is likely that Just Eat will deploy excess capital in M&A opportunities, either to consolidate market positions in its current regions, or to enter a new country in line with the company’s own history and stated strategy." Not only is Just Eat highly cash generative, but it has negative working capital and low capital requirements. The Goldman analysts forecast compound annual growth rate in sales of 25% from 2014-2020 and 41% growth in cash profit. Their 560p price target represents 28% upside to current levels. The shares ended the week at 439p, an eye-watering 82 times 2015 earnings estimates. Granted earnings are set to more than halve this year as investment for growth continues, but EPS is then set to bounce by 175% in 2016 and 60% in 2017.

JE. Just Eat PLC, stock that as fallen back due to the Greek debacle and gives an opportunity to get on board. Growth is the name of the game here an International company. Trades on a crazy forward multiple but these are early days. http://content.screencast.com/users/thomaser/folders/Default/media/1613f0f1-8d59-4c4c-8f93-f1c245256ea8/je.%201.jpg

Since the budget we have had 2 brokers out of the 7 brokers covering, updating. Aldermore Group broker views Date Broker Recommendation Price Old target price New target price Notes 15 Jul Exane BNP Paribas Neutral 260.65 - 280.00 Reiterates 10 Jul Deutsche Bank Buy 260.65 - - Reiterates I suppose the other Brokers are awaiting the next update and will then make comment. After further research I have found another 3 Brokers who have made comment AFTER the Budget. The stock certainly looks very cheap going into 2016 with a under demanding P/E of just 9.7 and just look at the growth in EPS!!!!! Aldermore Group PLC FORECASTS 2015 2016 Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Exane BNP Paribas 16-07-15 HOLD 90.00 21.51 111.00 21.64 Shore Capital 10-07-15 HOLD 91.80 20.50 120.30 25.60 Numis Securities Ltd 09-07-15 HOLD 25.20 2015 2016 Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Consensus 90.89 21.01 115.58 25.40 1 Month Change -7.61 0.91 -18.61 -3.00 3 Month Change -4.61 0.91 -18.61 -3.00 GROWTH 2014 (A) 2015 (E) 2016 (E) Norm. EPS 79.34% 54.57% 20.89% DPS % % % INVESTMENT RATIOS 2014 (A) 2015 (E) 2016 (E) Dividend Yield 0.00% % % Dividend Cover x x x PER 18.17x 11.76x 9.72x PEG 0.23f 0.22f 0.47f Net Asset Value PS 105.08p 130.30p 150.70p Definitions Disclaimer

TEP Telecolm Plus, looking very bullish, strong momentum and day by day overcomes volatility. Soon to pay a big Divi. 18th of August in fact, goes ex divi 23rd July https://pbs.twimg.com/media/CKGXq1zWEAAiAdb.jpg

<b>International Consolidated Airlns Grp SA Rating Reiterated by Jefferies Group (IAG) Posted by Shane Hupp on Jul 16th, 2015</b> International Consolidated Airlns Grp SA (LON:IAG)‘s stock had its “buy” rating reaffirmed by investment analysts at Jefferies Group in a note issued to investors on Thursday, Market Beat reports. They currently have a GBX 700 ($10.85) target price on the stock. Jefferies Group’s price objective points to a potential upside of 26.58% from the stock’s previous close. Shares of International Consolidated Airlns Grp SA (LON:IAG) opened at 557.0000 on Thursday. International Consolidated Airlns Grp SA has a one year low of GBX 306.40 and a one year high of GBX 630.00. The stock has a 50-day moving average of GBX 521.26 and a 200-day moving average of GBX 545.42. The company’s market cap is £9.65 billion. Several other analysts have also recently commented on the stock. Analysts at Morgan Stanley reiterated an “overwt/in-line” rating and set a GBX 645.33 ($10.01) price target on shares of International Consolidated Airlns Grp SA in a research note on Wednesday. Analysts at Credit Suisse reiterated an “outperform” rating and set a GBX 750 ($11.63) price target on shares of International Consolidated Airlns Grp SA in a research note on Tuesday, July 7th. Analysts at BBVA reiterated an “outperform” rating and set a GBX 531.93 ($8.25) price target on shares of International Consolidated Airlns Grp SA in a research note on Thursday, July 2nd. Analysts at BPI reiterated a “buy” rating and set a GBX 787.42 ($12.21) price target on shares of International Consolidated Airlns Grp SA in a research note on Monday, June 29th. Finally, analysts at Ahorro Corporacion Financiera SA reiterated a “buy” rating and set a GBX 633.93 ($9.83) price target on shares of International Consolidated Airlns Grp SA in a research note on Tuesday, June 23rd. Three equities research analysts have rated the stock with a sell rating, four have given a hold rating and sixteen have assigned a buy rating to the stock. International Consolidated Airlns Grp SA presently has an average rating of “Buy” and a consensus price target of GBX 611.95 ($9.49). International Consolidated Airlines Group, S.A. (LON:IAG) is an airline company. The Company serves its markets in North America, Latin America, Asia and Africa from two of Europe’s long-haul hubs, London Heathrow and Madrid Barajas. The Company operates in three segments: British Airways, Iberia and Vueling. IAG comprises three of the airlines in the United Kingdom and Spain. British Airways is the United Kingdom’s international airline and global carriers. Iberia is Spain’s air transport company. Vueling is a company at Barcelona El Prat Airport. It offers a network to Spain, Europe, the Middle East and Africa and is focused on providing a service at a low cost. As

International Consolidated Airlns Grp SA 25.6% Potential Upside Indicated by Jefferies International BY AMILIA STONE BROKER RATINGS 16/July/2015 International Consolidated Airlns Grp SA using EPIC code LON:IAG had its stock rating noted as ‘Reiterates’ with the recommendation being set at ‘BUY’ this morning by analysts at Jefferies International. International Consolidated Airlns Grp SA are listed in the Consumer Services sector within International Main Market. Jefferies International have set a target price of 700 GBX on its stock. This would indicate that the analyst believes there is a potential upside of 25.6% from today’s opening price of 557.5 GBX. International Consolidated Airlns Grp SA LON:IAG has a 50 day moving average of 538.99 GBX and the 200 Day Moving Average price is recorded at GBX. The 52 week high for the stock is 630 GBX while the year low share price is currently 306.4 GB

16 JUL 2015 Aviva plc 32.6% Potential Upside Indicated by Societe Generale BY AMILIA STONE BROKER RATINGS Aviva plc with EPIC LON:AV had its stock rating noted as ‘Retains’ with the recommendation being set at ‘BUY’ this morning by analysts at Societe Generale. Aviva plc are listed in the Financials sector within UK Main Market. Societe Generale have set their target price at 700 GBX on its stock. This now indicates the analyst believes there is a potential upside of 32.6% from the opening price of 528 GBX. Aviva plc LON:AV has a 50 day moving average of 522.74 GBX and a 200 Day Moving Average share price is recorded at 527.12 GBX. The 1 year high for the share price is 578.68 GBX while the 52 week low for the share price is 458.2 GBX.

James Corsellis, a Marwyn director who is stepping down from Entertainment One’s board, said: ‘This remains an important investment for Marwyn and we continue to be excited by the scale of the opportunity that faces Entertainment One going forward.’ MVIL, a £150 million closed ended fund, has achieved a five-year, 227% total gain for investors. It will return £5.3 million to shareholders, the third time it has distributed this sum since the start of last year. It will invest around £15 million in three of its 13 other investments, including BCA Marketplace (BCA + ), the seond hand car dealer behind webuyanycar.com, which it acquired in a £1.2 billion reverse takeover by Haversham. Marwyn adopts a distinctive 'build and sell' approach to its investments. Haversham was a shell company it launched last year with Avril Palmer-Baunack, the former bosss of Autologic, with backing from leading investment groups Invesco, Woodford and Artemis.

Playtech PLC (LON:PTEC)‘s stock had its “buy” rating restated by equities research analysts at Citigroup Inc. in aresearch note issued to investors on Monday, Marketbeat reports. They currently have a GBX 1,030 ($15.97) target price on the stock. Citigroup Inc.’s price objective points to a potential upside of 19.42% from the company’s current price. A number of other analysts have also recently weighed in on PTEC. Analysts at Investec reiterated a “buy” rating and set a GBX 900 ($13.95) price target on shares of Playtech in a research note on Friday, July 3rd. Analysts at Canaccord Genuity reiterated a “restricted” rating on shares of Playtech in a research note on Friday, June 26th. Analysts at Goodbody Stockbrokers Ltd reiterated a “buy” rating on shares of Playtech in a research note on Thursday, June 18th. Analysts at BNP Paribas reiterated an “outperform” rating and set a GBX 1,100 ($17.05) price target on shares of Playtech in a research note on Tuesday, June 2nd. Finally, analysts at Deutsche Bank reiterated a “buy” rating and set a GBX 950 ($14.73) price target on shares of Playtech in a research note on Tuesday, April 28th. One investment analyst has rated the stock with a sell rating, one has assigned a hold rating and nine have assigned a buy rating to the company.

SP on its way now lads. Maybe this that as done it....... 16 Jul 2015 Aviva PLC AV. Societe Generale Buy 529.25 526.00 700.00 700.00 Retains SP TARGET 700p.

Super group (SGP) Free Bulletin Board Thread Share On Facebook Tweet Add Favourite | E-mail Alert | Related Threads | Skip Header johnyee 7 24 Mar'10 - 21:05 1 1 Charts Intraday chart. Click to open a chart window 6 Month chart. Click to open a chart window Long Term Chart 2 Year chart. Click to open a chart window Fundamental Data Sector PERSONAL GOODS Mkt.Sector F25F Mkt.Segment STMM Turnover 487 Profit 59.50 Norm EPS 56.10 PE Ratio 24.51 Market cap 1,114 NMS - News 09/07/2015 07:00 UKREG SuperGroup PLC Final Results 08/07/2015 17:24 UKREG SuperGroup PLC Director Declaration 01/07/2015 09:19 UKREG SuperGroup PLC Holding(s) in Company 30/06/2015 09:47 UKREG SuperGroup PLC Total Voting Rights 24/06/2015 07:00 UKREG SuperGroup PLC Directorate Change http://www.supergroupholdings.com/ advertisement Go to previous jump to the specified article Submit CockneyRebel 14 Jul'15 - 07:22 - 6734 of 6737 0 0 Clothing sales increase 1.8% with boost from summer weather Sunshine last month had a warming effect on clothing sales and helped retailers with increases in like-for-like sales http://www.theguardian.com/business/2015/jul/14/clothing-sales-increase-18-per-cent-in-summer-weather? mike740 16 Jul'15 - 08:49 - 6735 of 6737 0 0 edit SGP Super Group Target SP is now 1450p followed by 1530p and former Mid Top of 1725p. Latest update/ sales going well. mike740 16 Jul'15 - 09:22 - 6736 of 6737 0 0 edit Broker Views on SGP Super Group............ SuperGroup broker views Date Broker Recommendation Price Old target price New target price Notes 13 Jul RBC Capital Markets Outperform 1,378.00 - - Reiterates 09 Jul Investec Buy 1,378.00 1,130.00 1,450.00 Reiterates 09 Jul Canaccord Genuity Buy 1,378.00 1,145.00 1,627.00 Retains 12 Jun Berenberg Buy 1,378.00 1,160.00 1,390.00 Reiterates 08 May Numis Hold 1,378.00 1,100.00 1,100.00 Retains mike740 16 Jul'15 - 09:29 - 6737 of 6737 0 0 edit SGP Super Group Brokers Fundies. Historicaly Looks very cheap. SuperGroup PLC FORECASTS 2016 2017 Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p ) Peel Hunt LLP [R] 15-07-15 BUY 70.34 66.17 22.06 Numis Securities Ltd 13-07-15 HOLD 70.00 64.80 20.00 85.70 76.70 22.00 Cantor Fitzgerald Europe 10-07-15 BUY Canaccord Genuity Ltd 09-07-15 BUY 69.00 65.80 20.00 81.50 78.70 24.00 Investec Securities 15-06-15 BUY 68.00 62.92 17.98 81.00 74.14 21.18 Westhouse Securities [W] 18-12-14 BUY 2016 2017 Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Consensus 69.49 65.54 20.00 81.27 76.70 22.00 1 Month Change 0.82 0.84 0.00 0.27 1.49 -0.41 3 Month Change -2.39 -1.49 -0.72 -2.53 -1.30 -2.00 # GROWTH 2015 (A) 2016 (E) 2017 (E) Norm. EPS 53.83% -15.22% 17.02% DPS % % 10.00% INVESTMENT RATIOS 2015 (A) 2016 (E) 2017 (E) EBITDA &#

Broker Views on SGP Super Group............ SuperGroup broker views Date Broker Recommendation Price Old target price New target price Notes 13 Jul RBC Capital Markets Outperform 1,378.00 - - Reiterates 09 Jul Investec Buy 1,378.00 1,130.00 1,450.00 Reiterates 09 Jul Canaccord Genuity Buy 1,378.00 1,145.00 1,627.00 Retains 12 Jun Berenberg Buy 1,378.00 1,160.00 1,390.00 Reiterates 08 May Numis Hold 1,378.00 1,100.00 1,100.00 Retains

PTEC certainly looks way too cheap going forward. P/E of just over 16 to 2016, cheap as chips. Playtech PLC FORECASTS 2015 2016 Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Peel Hunt LLP 15-07-15 BUY 149.01 42.98 19.99 170.74 46.96 22.74 Exane BNP Paribas 15-07-15 BUY 143.60 45.98 21.22 190.99 55.17 25.46 Shore Capital 10-07-15 None 141.43 44.18 19.04 171.76 50.79 22.38 Canaccord Genuity Ltd [B] 03-07-15 None Goodbody Stockbrokers 03-07-15 BUY 45.88 19.95 53.04 23.06 Panmure Gordon [A] 03-07-15 BUY 142.80 46.93 19.37 162.84 53.61 21.46 Investec Securities 15-06-15 BUY 171.08 51.94 20.78 217.26 65.92 26.37 Numis Securities Ltd [D] 25-02-15 HOLD 148.59 49.19 24.71 154.46 51.17 25.82 Westhouse Securities [A] 18-12-14 BUY 2015 2016 Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p ) Consensus 144.71 44.71 20.22 177.80 53.00 23.42 1 Month Change -1.31 -2.07 -0.74 1.54 -1.46 -1.44 3 Month Change -1.06 1.04 0.80 18.23 5.49 1.55 Notes to forecasts (22 Oct 2014) A flag refers to outlook GROWTH 2014 (A) 2015 (E) 2016 (E) Norm. EPS 12.42% 20.03% 18.55% DPS 4.55% 0.99% 15.80% INVESTMENT RATIOS 2014 (A) 2015 (E) 2016 (E) EBITDA £184.40m £173.23m £212.28m EBIT £99.35m £142.66m £178.11m Dividend Yield 2.27% 2.29% 2.66% Dividend Cover 1.86x 2.21x 2.26x PER 23.66x 19.72x 16.63x PEG 1.91f 0.98f 0.90f Net Asset Value PS 130.82p 224.33p 250.63p

PTEC Playtech broken out in the last few days looking very strong, cheap for a tech aswel, forward P/E of 16 to 2016 https://pbs.twimg.com/media/CKBWjK_WIAAsu65.jpg

SGP Super Group Target SP is now 1450p followed by 1530p and former Mid Top of 1725p. Latest update/ sales going well. https://pbs.twimg.com/media/CKBR-BKWsAA3J6E.jpg

16 Jul 2015 International... IAG Jefferies International Buy 517.50 553.00 700.00 700.00 Reiterates SP TARGET 700p.

<b>Hammerson plc Rating Reiterated by Numis Securities Ltd (HMSO) Posted by Shane Hupp on Jul 15th, 2015</b> Hammerson plc (LON:HMSO)‘s stock had its “hold” rating reissued by research analysts at Numis Securities Ltd in a report released on Wednesday, Market Beat Ratings reports. They currently have a GBX 717 ($11.12) price target on the real estate investment trust’s stock. Numis Securities Ltd’s price target suggests a potential upside of 9.30% from the stock’s previous close. In other Hammerson plc news, insider Timon Drakesmith sold 7,016 shares of the stock in a transaction that occurred on Tuesday, June 9th. The shares were sold at an average price of GBX 642 ($9.95), for a total value of £45,042.72 ($69,833.67). Hammerson plc (LON:HMSO) opened at 664.5000 on Wednesday. Hammerson plc has a one year low of GBX 537.00 and a one year high of GBX 708.00. The stock’s 50-day moving average is GBX 644.84 and its 200-day moving average is GBX 661.83. The company’s market cap is £5.20 billion. A number of other analysts have also recently weighed in on HMSO. Analysts at Panmure Gordon reiterated a “buy” rating and set a GBX 802 ($12.43) price target on shares of Hammerson plc in a research note on Friday, July 10th. Analysts at Canaccord Genuity reiterated a “buy” rating and set a GBX 766 ($11.88) price target on shares of Hammerson plc in a research note on Friday, July 10th. Analysts at AlphaValue reiterated a “reduce” rating and set a GBX 661 ($10.25) price target on shares of Hammerson plc in a research note on Friday, July 3rd. Analysts at BNP Paribas reiterated an “outperform” rating and set a GBX 780 ($12.09) price target on shares of Hammerson plc in a research note on Thursday, July 2nd. Finally, analysts at Goldman Sachs reiterated a “neutral” rating and set a GBX 750 ($11.63) price target on shares of Hammerson plc in a research note on Thursday, July 2nd. One equities research analyst has rated the stock with a sell rating, eight have issued a hold rating and six have assigned a buy rating to the stock. The company has a consensus rating of “Hold” and an average target price of GBX 720.50 ($11.17). Hammerson plc is a United Kingdom-based real estate investment trust (LON:HMSO). The principal activities of the Company include property investment and development. The Company invests in shopping centers, retail parks and offices. The Company owns a portfolio of property assets in the United Kingdom and France. The Company’s retail portfolio includes 20 shopping centers and 22 retail parks. In the United Kingdom, the Company owns stakes in 11 shopping centers that accommodate 1,300 retail and catering occupiers. In France, the Company owns eight shopping centers concentrated in the greater Paris region. The portfolio comprises approximately 300,000 square meter and its 900 occupiers. The

Telecom plus PLC FORECASTS 2016 2017 Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Peel Hunt LLP 10-07-15 BUY 54.03 55.12 46.00 61.96 63.06 52.00 FinnCap 02-07-15 BUY 56.50 59.10 46.00 60.40 62.90 50.00 Westhouse Securities 18-12-14 BUY 2016 2017 Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Consensus 55.24 57.06 46.00 61.20 62.98 51.02 1 Month Change -0.10 0.08 0.00 0.80 0.08 1.02 3 Month Change -10.49 -10.06 -1.04 0.80 0.08 1.02 GROWTH 2015 (A) 2016 (E) 2017 (E) Norm. EPS 8.36% 41.97% 10.38% DPS 11.76% 21.05% 10.92% INVESTMENT RATIOS 2015 (A) 2016 (E) 2017 (E) EBITDA £57.01m £53.43m £58.93m EBIT £43.99m £52.40m £56.30m Dividend Yield 3.64% 4.41% 4.89% Dividend Cover 1.06x 1.24x 1.23x PER 25.98x 18.30x 16.58x PEG 3.11f 0.44f 1.60f Net Asset Value PS -21.22p p p

b>In a note analysing transatlantic business, Credit Suisse tips earnings per share (EPS) to grow by 84% in 2015 to €0.74, then by 34% next year and 13% in 2017. That puts IAG shares on a modest forward price/'earnings ratio of less than 10 for 2015, dropping to just 7 next year. Expect pricing growth in all fare classes on the Heathrow to JFK route persisting into summer, it says. There has been no discernible increase in price competition, and BA's leading share of 60% of Heathrow-US positions it to continue to deliver strong pricing. "In Europe, IAG's investment case is most Transatlantic-centric and we expect a strong summer for IAG to re-invigorate the share price with it trading at 4.7x 2016E EV/EBITDAR, the lowest multiple of the big five European names," writes analyst Neil Glynn.</b>

EMG Man Group seems to have momentum behind it and looks relatively cheap. Results coming up soon. Went long at close https://pbs.twimg.com/media/CJ0lbzSWUAAqJzs.jpg