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HMSO HAMMERSON BROKER VIEWS Date Broker Rec. Price Old target price New target price Notes 02 Jul 15 Panmure Gordon Buy 661.75 802.00 802.00 Reiterates 02 Jul 15 Exane BNP Paribas Outperform 661.75 780.00 780.00 Reiterates 02 Jul 15 Goldman Sachs Neutral 661.75 750.00 750.00 Reiterates 29 May 15 Exane BNP Paribas Outperform 661.75 - 780.00 Reiterates 30 Apr 15 Goldman Sachs Neutral 661.75 750.00 750.00 Reiterates 29 Apr 15 Investec Add 661.75 723.00 723.00 Retains 23 Apr 15 Canaccord Genuity Buy 661.75 766.00 766.00 Reiterates

HMSO Hammerson PLC looks very strong from a technical view. Target SP is previous top at 710p mid August. http://content.screencast.com/users/thomaser/folders/Default/media/92d8ae3f-ee60-4c0f-a696-accc6f4f8d0f/hmso%201.jpg

<b>IAG tops FTSE 100 on UBS upgrade to 'buy'</b> Mon 13 July 2015 (ShareCast News) - International Consolidated Airlines Group rose to the top of the FTSE 100 after UBS upgraded the stock to 'buy' from 'neutral' and raised its price target to 700p from 580p. It said that since hitting a high of 617p in April, the shares have fallen nearly 20% and now represent a good entry point. The broker put emphasis on what it considers to be an attractive valuation and exposure to recovering UK, US and European markets, and said most of the heavy lifting at Iberia is done, with further benefits to come through in 2015. UBS said there is upside to forecasts given restructuring and potential further falls in the oil price and noted that this will be the first year the group pays a dividend. The bank said its Evidence Lab Travel Intentions Survey provides confidence that travel intentions as they related to the UK remain strong, while currency continues to have a positive impact. "While we are concerned about short-haul capacity, the long-haul capacity situation is reassuring. Lastly, we expect earnings momentum to continue to be positive given a recovering Europe and any direct impact from Greece is minimal (less than 1% of IAG capacity)," said UBS. IAG is the parent company of British Airways and Iberia.

HellermannTyton Group broker views Date Broker Recommendation Price Old target price New target price Notes 09 Jul Goldman Sachs Buy 344.95 360.00 360.00 Reiterates 07 Jul JP Morgan Cazenove Overweight 344.95 380.00 380.00 Reiterates 02 Jul Investec Hold 344.95 335.00 335.00 Reiterates 18 Jun Berenberg Hold 344.95 - 360.00 Initiates/Starts 30 Apr JP Morgan Cazenove Overweight 344.95 380.00 380.00 Reiterates

HTY Hellermanntyton Group technically looks like its got a lot going for it plus its cheap fundie wise P/E 14 to 2016. http://content.screencast.com/users/thomaser/folders/Default/media/5e1ecbd6-3843-44ab-8adf-77f565ac4473/hty%201.jpg

av. AVIVA technically very interesting having broken through its downtrend channel and also its 200 day EMA. http://content.screencast.com/users/thomaser/folders/Default/media/fed52423-f584-45d0-b79b-513c8af3633b/av.%201.jpg

<b>International Consolidated Airlns Grp SA (IAG) – Research Analysts’ Weekly Ratings Changes July 9th, 2015</b> A number of research firms have changed their ratings and price targets for International Consolidated Airlns Grp SA (LON: IAG): 7/7/2015 – International Consolidated Airlns Grp SA had its “outperform” rating reaffirmed by analysts at Credit Suisse. They now have a GBX 750 ($11.67) price target on the stock. 7/6/2015 – International Consolidated Airlns Grp SA had its “buy” rating reaffirmed by analysts at Jefferies Group. They now have a GBX 700 ($10.89) price target on the stock. 7/2/2015 – International Consolidated Airlns Grp SA had its “outperform” rating reaffirmed by analysts at BBVA. They now have a GBX 531.93 ($8.28) price target on the stock. 6/29/2015 – International Consolidated Airlns Grp SA had its “buy” rating reaffirmed by analysts at BPI. They now have a GBX 787.42 ($12.25) price target on the stock. 6/23/2015 – International Consolidated Airlns Grp SA had its “buy” rating reaffirmed by analysts at Ahorro Corporacion Financiera SA. They now have a GBX 633.93 ($9.86) price target on the stock. 6/16/2015 – International Consolidated Airlns Grp SA had its “outperform” rating reaffirmed by analysts at BBVA. They now have a GBX 542.02 ($8.43) price target on the stock. 6/11/2015 – International Consolidated Airlns Grp SA had its “buy” rating reaffirmed by analysts at Jefferies Group. They now have a GBX 700 ($10.89) price target on the stock. 6/9/2015 – International Consolidated Airlns Grp SA had its “outperform” rating reaffirmed by analysts at Credit Suisse. They now have a GBX 750 ($11.67) price target on the stock. 6/9/2015 – International Consolidated Airlns Grp SA was upgraded by analysts at HSBC to a “buy” rating. They now have a GBX 630 ($9.80) price target on the stock. 6/5/2015 – International Consolidated Airlns Grp SA was upgraded by analysts at AlphaValue to a “buy” rating. They now have a GBX 617.45 ($9.61) price target on the stock. 6/2/2015 – International Consolidated Airlns Grp SA had its “buy” rating reaffirmed by analysts at Ahorro Corporacion Financiera SA. They now have a GBX 643.84 ($10.02) price target on the stock. 6/1/2015 – International Consolidated Airlns Grp SA had its “buy” rating reaffirmed by analysts at Nomura. 5/29/2015 – International Consolidated Airlns Grp SA had its “buy” rating reaffirmed by analysts at Societe Generale. They now have a GBX 750 ($11.67) price target on the stock. 5/28/2015 – International Consolidated Airlns Grp SA had its “add” rating reaffirmed by analysts at AlphaValue. They now have a GBX 602.89 ($9.38) price target on the stock. 5/27/2015 – International Consolidate

<b>Aviva plc Stock Rating Reaffirmed by Citigroup Inc. (AV) Posted by Ethan Ryder on Jul 13th</b> Aviva plc (LON:AV)‘s stock had its “buy” rating restated by investment analysts at Citigroup Inc. in a note issued to investors on Monday, Market Beat Ratings reports. They currently have a GBX 657 ($10.19) target price on the stock. Citigroup Inc.’s price target would indicate a potential upside of 25.38% from the company’s current price. In other Aviva plc news, insider Bob Stein bought 2,000 shares of Aviva plc stock in a transaction that occurred on Friday, May 8th. The shares were purchased at an average price of GBX 538 ($8.34) per share, with a total value of £10,760 ($16,682.17). Shares of Aviva plc (LON:AV) opened at 528.0000 on Monday. Aviva plc has a 1-year low of GBX 458.20 and a 1-year high of GBX 578.68. The stock has a 50-day moving average of GBX 512.83 and a 200-day moving average of GBX 527.01. The company’s market cap is £15.57 billion. Several other analysts have also recently commented on the stock. Analysts at Berenberg Bank reiterated a “sell” rating and set a GBX 475 ($7.36) price target on shares of Aviva plc in a research note on Friday. Analysts at Barclays raised their price target on shares of Aviva plc from GBX 632 ($9.80) to GBX 637 ($9.88) and gave the company an “overweight” rating in a research note on Friday. Analysts at Sanford C. Bernstein reiterated an “outperform” rating and set a GBX 625 ($9.69) price target on shares of Aviva plc in a research note on Wednesday, July 8th. Analysts at Societe Generale reiterated a “buy” rating and set a GBX 700 ($10.85) price target on shares of Aviva plc in a research note on Tuesday, July 7th. Finally, analysts at Deutsche Bank reiterated a “buy” rating on shares of Aviva plc in a research note on Monday, July 6th. Three investment analysts have rated the stock with a sell rating, five have assigned a hold rating and thirteen have given a buy rating to the company’s stock. The stock currently has an average rating of “Hold” and a consensus target price of GBX 619.35 ($9.60). Aviva plc is a provider of long-term insurance and savings general and health insurance and fund management products and services. The Company operates across four lines of business: The Company’s long-term insurance and savings business, which includes a range of life insurance and savings products; general insurance, which focuses on personal and commercial lines, health insurance and fund management, which manages funds on behalf of its long-term insurance and general insurance businesses, external institutions, pension funds and retail clients. The Company’s operating segments include: United Kingdom & Ireland; France; Poland; Italy, Spain and Other; Canada; Asia, and Aviva Investors.

<b>Ashtead Group plc’s “Overweight” Rating Reaffirmed at Barclays (AHT) Posted by Shane Hupp on Jul 13th, 2015</b> Ashtead Group plc (LON:AHT)‘s stock had its “overweight” rating restated by analysts at Barclays in a research report issued to clients and investors on Monday, Marketbeat reports. Ashtead Group plc (LON:AHT) opened at 1061.0000 on Monday. Ashtead Group plc has a 52 week low of GBX 849.50 and a 52 week high of GBX 1,231.00. The stock’s 50-day moving average is GBX 1,125.76 and its 200-day moving average is GBX 1,122.48. The company’s market cap is £5.32 billion. The company also recently declared a dividend, which will be paid on Friday, September 4th. Investors of record on Thursday, August 13th will be given a dividend of GBX 12.25 ($0.19) per share. This represents a yield of 1.12%. The ex-dividend date of this dividend is Thursday, August 13th. A number of other analysts have also recently weighed in on AHT. Analysts at Citigroup Inc. reiterated a “buy” rating and set a GBX 1,400 ($21.71) price target on shares of Ashtead Group plc in a research note on Thursday. Analysts at BNP Paribas reiterated an “outperform” rating and set a GBX 1,300 ($20.16) price target on shares of Ashtead Group plc in a research note on Thursday. Analysts at initiated coverage on shares of Ashtead Group plc in a research note on Friday, June 19th. They set a “buy” rating and a GBX 1,500 ($23.26) price target on the stock. Analysts at initiated coverage on shares of Ashtead Group plc in a research note on Friday, June 19th. They set a “buy” rating and a GBX 1,500 ($23.26) price target on the stock. Finally, analysts at Stifel Nicolaus initiated coverage on shares of Ashtead Group plc in a research note on Friday, June 19th. They set a “buy” rating and a GBX 1,500 ($23.26) price target on the stock. Three equities research analysts have rated the stock with a hold rating and fourteen have given a buy rating to the company’s stock. The company presently has a consensus rating of “Buy” and an average target price of GBX 1,372.47 ($21.28). Ashtead Group plc is an investment holding and management company. The principal activity of the Company is the rental of equipment to industrial and commercial users mainly in the non-residential construction sectors of the United States and the United Kingdom. The Company has two business units: Sunbelt and A-Plant. The Company’s equipment can be used to lifts, powers, generates, moves, digs, supports, scrubs, pumps, directs and ventilates. Its fleet of industrial and construction equipment includes earthmoving equipment, aerial work platforms, high reach forklifts and other materials handling units. The Company’s principal subsidiaries include Ashtead Holdings PLC, Sunbelt Rentals, Inc., Empire Scaffold LLC, Ashtead Plant Hire Company Limited, Ashtead Capital,

Cineworld Group broker views Date Broker Recommendation Price Old target price New target price Notes 08 Jul JP Morgan Cazenove Overweight 501.50 540.00 540.00 Reiterates 07 Jul Canaccord Genuity Buy 501.50 540.00 540.00 Retains 07 Jul Numis Add 501.50 550.00 550.00 Reiterates 07 Jul Investec Buy 501.50 560.00 560.00 Retains 07 Jul N+1 Singer Buy 501.50 550.00 550.00 Reiterates

Aviva broker views Date Broker Recommendation Price Old target price New target price Notes 13 Jul Citigroup Buy 528.50 657.00 657.00 Reiterates 10 Jul Barclays Capital Overweight 528.50 632.00 637.00 Reiterates 09 Jul Deutsche Bank Buy 528.50 - - Reiterates 07 Jul Societe Generale Buy 528.50 700.00 700.00 Retains 06 Jul Jefferies International Buy 528.50 - 628.00 Reiterates

Broker RECOMMENDATION....... 13 Jul 2015 Aviva PLC AV. Citigroup Buy 520.00 524.00 657.00 657.00 Reiterates 675P Target Price.

International Consolidated Airlines Group broker views Date Broker Recommendation Price Old target price New target price Notes 07 Jul Credit Suisse Outperform 531.00 750.00 750.00 Reiterates 06 Jul Jefferies International Buy 531.00 700.00 700.00 Reiterates 01 Jun Nomura Buy 531.00 - - Retains 29 May Liberum Capital Buy 531.00 700.00 700.00 Retains 29 May Societe Generale Buy 531.00 750.00 750.00 Reiterates

<b>Share of the week: IAG gets Ryanair's backing</b> By Lee Wild | Fri, 10th July 2015 - 16:33 Ryanair (RYA) boss Michael O'Leary has finally and begrudgingly accepted International Consolidated Airlines' (IAG) offer for Aer Lingus. The Irishman had refused to give up his 29.8% stake in the budget carrier following a €1.3 billion (£940 million) bid from the British Airways owner. But IAG was in demand for other reasons this week and the shares are up 8% in side five days. Getting Ryanair's backing for the deal - already accepted by the Irish government which owned 25% of the business - means IAG can now move forward. It just needs approval from the European competition authorities. And this is clearly good business for Willie Walsh's IAG. Aer Lingus has 23 valuable Heathrow slot pairs, and its fleet of short-haul A320 jets will sit well alongside the flag carrier's existing operators - Iberia, British Airways and Vueling - which have all integrated well. Of course, low oil prices and a thriving economy help the airlines. IAG shares have soared from just 140p three years ago to a high of 630p in March. On Friday they kissed technical support at around 530p, as high as they've been for five weeks. But analysts at Credit Suisse believe there's much more to come. In a note published on Tuesday, the broker repeated its 'outperform' rating for IAG and 750p price target. 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. <b>"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>

IAG International Consolidated Airlines could be in for an extended Bull Run after recent fundy developments. Cheap.. very cheap. http://content.screencast.com/users/thomaser/folders/Default/media/873ace66-c599-47ba-bbdf-598b7239ffb0/iag%202.jpg.

Great stuff from FT Alphaville in the last few minutes - RBC have initiated coverage with a 450p target.... Http://ftalphaville.ft.com/marketslive/2015-06-25/ "Our view: We are initiating coverage of Entertainment One ("eOne") with an Outperform rating and a price target of 450p. A leading international entertainment company specializing in the acquisition, production, and distribution of feature films and television programs, eOne is a pure play investment opportunity in the rising value of content. • Catching a strong global bid for content. In our eyes, eOne is a high quality company with meaningful global scale in a large and growing addressable market (~US$100B). We believe it is well positioned to deliver attractive risk-adjusted returns (20%+) by leveraging a solid position in the filmed entertainment value chain, strong relationships with creative talent, world-class sales and distribution infrastructure, and financial resources to support major annual investments in content (greater than US$500MM). In Television, we expect eOne to benefit from a new ‘golden age’ for premium television production fuelled by the proliferation of digital services. In Film, we see a virtuous cycle between the company's multi-territory scale and its partnerships with filmmakers, cementing eOne's position as the world's leading independent distributor of motion pictures. • Strategy to double in size looks within reach. In November 2014, eOne embarked on a plan to double the size of the business in five years through 75% organic and 25% acquisitive growth. While our forecast does not include unannounced M&A, our bullish outlook is consistent with management’s ambitious goal on an organic basis. In the next three years, we forecast 15-20% organic revenue growth in Television driven by production & sales momentum (greater than 850 half-hours) following a 51% investment in the Mark Gordon Company, and solid growth in family & licensing with the expansion of Peppa Pig (greater than US$1B at retail) and other brands. We expect a rebound in Film revenue in F2016E (11% Y/Y), and assume low single-digit revenue growth in Film medium-term, reflecting modest industry growth and market share gains in film distribution, and the building up of eOne Features (film production). • Compelling valuation at a discount to peers. Our 450p target reflects the average of (1) our EV/EBITDA valuation, which applies 9.0x and 14.0x multiples to our two-year forward estimates in Film and Television, respectively; and (2) our DCF valuation, which incorporates 9.0% WACC and 2.5% terminal growth. We believe our assumptions are reasonable given the growth and risk profile of these businesses (12% EBITDA CAGR through F2020E), decent FCF conversion (50-60% mediumterm), upside from acquisitions, and option value on a takeout. eOne is trading at an FTM EV/EBITDA multiple of 10.3x, whi

Chartist Zak Mir sees 400p+ here: Http ://www.shareprophets.com/views/13067/zak-mir-s-bull-call-of-the-day-entertainment-one-recovery-to-stretch-to-400p-plus "Entertainment One (ETO): Recovery To Stretch To 400p Plus It can be seen how Entertainment One (ETO) has been a rather robust technical situation in the recent past, backed by the remarkable growth of the Peppa Pig phenomena, and also bankrolled by a sizeable chunk of the Zak Mir salary on behalf of my (bored) kids . What can be seen on the daily chart at the moment is the way that there has been a steady crawl up and along the floor of a rising trend channel from as long ago as November. The floor of the channel currently runs level with the 20 day moving average at 337p, with the latest ball flag breakout appearing to be very encouraging. Indeed, the implication is that provided there is no end of day close back below the floor of last year's channel/20 day moving average, one would be looking for further significant upside. The favourite destination at this point is as high as the resistance line projection of 410p over the next one to 2 months. At this stage only cautious traders would look for dips towards the 20 day line as a buying opportunity as this would improve the risk / reward of going long after a rally that has been in place since the end of January." http://content.screencast.com/users/thomaser/folders/Default/media/09845089-36f0-4451-aff3-81f8bde3e0dd/zaks%20eto.jpg

<b>Numis Securities Ltd Reiterates “Buy” Rating for Fresnillo Plc (FRES)</b> Posted by Kristian Gore on Jun 18th, 2015 Numis Securities Ltd reiterated their buy rating on shares of Fresnillo Plc (LON:FRES) in a research note released on Tuesday morning. They currently have a GBX 1,000 ($15.56) target price on the stock. Several other analysts have also recently commented on the stock. Analysts at Barclays reiterated an equal weight rating and set a GBX 750 ($11.67) price target on shares of Fresnillo Plc in a researchnote on Wednesday, May 27th. Analysts at Deutsche Bank reiterated a hold rating and set a GBX 780 ($12.14) price target on shares of Fresnillo Plc in a research note on Monday, May 18th. Analysts at BMO Capital Markets reiterated a speculative outperform rating and set a GBX 900 ($14.01) price target on shares of Fresnillo Plc in a research note on Tuesday, May 12th. Finally, analysts at Goldman Sachs lowered their price target on shares of Fresnillo Plc from GBX 775 ($12.06) to GBX 740 ($11.52) and set a neutral rating on the stock in a research note on Thursday, April 30th. Six analysts have rated the stock with a hold rating and six have assigned a buy rating to the company’s stock. The company currently has an average rating of Buy and a consensus price target of GBX 898 ($13.97). Fresnillo Plc (LON:FRES) opened at 712.00 on Tuesday. Fresnillo Plc has a 1-year low of GBX 630.50 and a 1-year high of GBX 1037.00. The stock has a 50-day moving average of GBX 736. and a 200-day moving average of GBX 760.. The company’s market cap is £5.25 billion. Fresnillo plc is a holding company. Through its subsidiaries, the Company is engaged in the mining and beneficiation of non-ferrous minerals, and the sale of related production. The primary contents of this production include silver, gold, lead and zinc. The Company has six operating mines: Fresnillo, located in the State of Zacatecas, which is primary silver mine; Saucito, located in the State of Zacatecas, an underground silver mine; Cienega, located in the State of Durango, an underground gold mine, including the San Ramon satellite mine; Herradura, located in the State of Sonora, a surface gold mine; Soledad-Dipolos mine, located in the State of Sonora, a surface gold mine, and Noche Buena, located in State of Sonora, a surface gold mine.

POLY Polymetal International as a gold producer looks very interesting from a technical view with gold SP increasing. https://pbs.twimg.com/media/CHxkgHTWUAAgzbU.jpg

<b>UPDATE 1 – Ashtead boosted by construction markets in U.S. and Britain 16-06-2015 09:23 Ashtead annual profit rises 35 percent Sees strong demand in United States and Britain Plant hire industry has grown in recent years</B> (Adds CEO, analyst comments, details) By Li-mei Hoang LONDON, June 16 (Reuters) – Improving U.S. and British construction markets helped equipment hire group Ashtead to report a record high in pretax profit and should enable it to maintain momentum, the company said on Tuesday. Expressing confidence in the company's medium-term prospects, Chief Executive Geoff Drabble said it was benefiting from increased demand for commercial properties on both sides of the Atlantic. "We still remain very early cycle in construction markets... We are seeing far more activity levels, we are seeing bigger scale projects, we are starting to see some of those signature projects," he told Reuters. The company rents out everything from small tools to large diggers and water pumps and has grown rapidly over the past few years as hard-up customers have turned to hiring equipment rather than buying and maintaining it. Pretax profit rose to 490 million pounds ($764 million) for the year ended April 30, up from 362 million pounds a year ago and just ahead of analyst expectations. It will pay a total dividend for the year of 15.25 pence per share, up by 33 percent. Drabble said the company had performed strongly in the United States, its largest market, despite the impact of bad weather and the dampening effect of lower oil prices in the fourth quarter. Rental revenue in the company's U.S. division Sunbelt, which accounts for around 85 percent of group revenue, grew 25 percent to 1.7 billion pounds. Its UK business A-Plant, which accounts for the remainder, grew by 19 percent to 323 million pounds. Drabble said he planned to invest around 1 billion pounds in capital expenditure in the coming year, to help broaden the company's operations and expand its fleet, which is worth 3.6 billion pounds. Shares in the company were 2.3 percent lower at 1,101 pence by 0822 GMT. "Despite a difficult winter in the US and a slowing oil and gas market, Ashtead delivered another strong performance," said Barclays analysts in a note. "We remain confident in the outlook for Ashtead in recovering non-residential construction markets in both the U.S. and the UK," they added. ($1 = 0.6411 pounds) (Reporting by Li-mei Hoang; Editing by Keith Weir) ((limei.hoang@thomsonreuters.com; 020 7542 6513; Reuters Messaging: limei.hoang.thomsonreuters.com@reuters.net)