Member Info for MickTKipper

AVON Trades so far this morning nearly all Buys....... 09:11:00 760.00 1,500 O 752.50 765.00 Buy 16,688 814 10:08:03 764.38 77 O 752.50 765.00 Buy 15,188 814 10:00:35 764.38 130 O 752.50 765.00 Buy 15,111 814 09:51:19 763.24 845 O 751.50 765.00 Buy 14,981 814 09:49:59 760.00 33 AT 750.50 765.00 Buy 14,136 814 09:44:51 761.25 368 O 760.00 765.00 Sell 14,103 814 09:33:18 765.00 443 AT 760.00 765.00 Buy 14,103 446 09:33:11 765.00 261 AT 751.50 765.00 Buy 13,660 446 09:21:28 765.00 261 O 751.50 765.00 Buy 13,399 446 09:18:49 764.33 63 O 751.50 765.00 Buy 13,138 446 09:12:02 762.00 500 AT 751.50 763.00 Buy 13,075 446 09:11:50 762.00 500 O 751.50 762.00 Buy 12,575 446 09:10:03 757.00 500 AT 750.50 760.00 Buy 12,075 446 09:09:06 757.00 261 O 750.50 757.00 Buy 11,575 446 08:56:18 756.53 128 O 747.50 757.00 Buy 11,314 446 08:56:09 756.50 212 AT 745.50 757.00 Buy 11,186 446 08:56:09 756.50 1 AT 745.50 756.50 Buy 10,974 446 08:55:59 756.50 656 O 745.50 756.50 Buy 10,973 446 08:48:00 755.95 23 O 745.50 756.50 Buy 10,317 446 08:46:30 755.95 66 O 745.50 756.50 Buy 10,294 446 08:40:58 755.95 132 O 745.50 756.50 Buy 10,228 446 08:37:37 755.95 66 O 745.50 756.50 Buy 10,096 446 08:34:47 750.00 2,500 AT 740.50 756.50 Buy 10,030 446 08:34:37 750.00 250 O 740.50 750.00 Buy 7,530 446 08:33:02 748.00 2,500 AT 740.50 750.00 Buy 7,280 446 08:33:02 747.50 330 AT 740.50 748.00 Buy 4,780 446 08:26:19 747.15 239 O 740.50 747.50 Buy 4,450 446 08:24:51 747.28 401 O 736.50 747.50 Buy 4,211 446 08:20:27 746.95 133 O 736.50 747.50 Buy 3,810 446 08:15:24 746.95 135 O 736.50 747.50 Buy 3,677 446 08:12:38 747.28 321 O 736.50 747.50 Buy 3,542 446 08:05:45 736.50 200 AT 736.50 747.50 Sell 3,221 446 08:02:30 738.50 246 O 735.50 747.50 Sell 3,221 246 08:01:55 744.81 666 O 735.50 747.50 Buy 3,221 0 08:01:12 743.50 500 AT 735.50 745.00 Buy 2,555 0 08:01:12 743.00 256 AT 735.50 743.50 Buy 2,055 0 08:00:43 741.50 248 AT 730.50 743.00 Buy 1,799 0 08:00:39 743.00 740 AT 730.50 743.50 Buy 1,551 0 08:00:39 743.00 273 AT 730.50 743.00 Buy 811 0 08:00:32 742.75 538 O 730.50 743.00 Buy 538 0 WEEKLY TRADES VOLUME HISTORY Date Buy Vol Sell Vol Total Vol 24/12/2014 765 2,150 2,915 23/12/2014 6,489 2,668 9,157 22/12/2014 19,911 28,652 48,563 PERIODIC TRADES VOLUME SUMMARY Date Low Vol High Vol Avg Vol 1 week 2,915 48,563 16,639 1 month 2,915 649,433 45,412 3 months 1,670 649,433 34,516 1 year 496 649,433 31,990 LATEST BROKER VIEWS Date Broker New target Recomm. 19 Nov WH Ireland... 825.00 Buy 19 Nov Investec 800.00 Buy 19 Nov N+1 Singer 760.00 Buy 7 Oct N+1 Singer 750.00 Buy 3 Oct Investec 720.00 Buy 3 Oct N+1 Singer 720.00 Buy 6 Aug Investec 700.00 Add 10 Jun Investec 680.00 Add 6 Jun N+1 Singer 720.00 Buy 6 May N+1 Singer 720.00 Buy Broker Recommendations for Avon Rubber

<b>AVON one of the Telegraphs TIPS OF THE YEAR FOR 2015</b> Avon Rubber John Ficenec The Wiltshire-based gas mask maker Avon Rubber is enjoying a strong increase in profits as the US military places big orders for new kit. Chief executive Peter Slabbert hailed an “excellent year” after strong demand from the US military. The company was placed as the sole US defence supplier, where it is locked midway into a 10-year contract. Avon said orders of its M50 gas mask provided good revenue visibility. The company said pre-tax profits were up from £13.7m to £16.6m during the year, on revenue flat at £124.8m. The company reported a debt free balance at the year end. Avon also generated plenty of cash during the year, as it comes to the end of a major investment phase in a new facility. The annual dividend is expected to increase by more than 20pc and is covered eight times by earnings. The shares have been on a fantastic run rising more than 28pc in the past year to hit a new record high. However, trading on 16 times forecast earnings they still look good value given the growing profits and solid balance sheet.

AVON Avon Rubber breaking out from a 6 week range formation. As been tipped several times over the XMAS period. New Products new customers. https://pbs.twimg.com/media/B6A5wLHIgAAsNod.jpg

BWNG Brown (N) Group on the verge/ technical breakout from a downtrend going back to March. Last Trading Statement good, one to WATCH for confirmation.(now confirmed) 19 Dec Investec Buy 364.55 410.00 410.00 SP TARGET 410p https://pbs.twimg.com/media/B5h-oOrIIAAS70C.jpg"

CPR Carpetright.now benefiting from new management and debt paid down. See latest results RNS. Will meet expectations .........https://pbs.twimg.com/media/B5eH3WyCQAEHPJw.jpg

22 Dec 2014 Genus PLC GNS Liberum Capital Buy 0.00 1,285.00 1,400.00 1,400.00 Reiterates SP TARGET 1400p

19 Dec 2014 Card Factory Plc... CARD Investec Buy 269.10 271.60 270.00 310.00 Reiterates SP TARGET 310p

Dixons Carphone plc (DC.) Ordinary 0.1p HL COMMENT (17 DECEMBER 2014) Half year results: Targeted cost savings at the newly merged company are expected to materialise a year ahead of schedule. Management's target of a minimum £80 million of synergies by 2017-18 has now been brought forward by one year to 2016-17. The fall of Phones 4U appeared to play its part in boosting revenues (group H1 like-for-like revenue up 5%), while free warranties on products such as high-end TVs also further contributed. Economic recovery for its core UK and Irish markets also appeared to aid performance, whilst its newly separated business services division (Connected World Services) reported a doubling in pro forma revenues. Less favourably, stores in the Netherlands and Germany are being closed, while market pressures in Spain were reported. Management noted that "Life has been tougher for our smaller European phone businesses who are strategically less able to be robust in the face of market changes and we are in the midst of restructuring and reviewing these operations." In all, merger cost savings are being squeezed, the repositioning of its overseas operations remains ongoing, while management initiatives to improve customer satisfaction appear to be generating success. For now, with high street competition further reduced and the company remaining a potential beneficiary of the expected growth in the so called 'internet of things', analyst consensus opinion points towards a strong buy. Read more share research from Hargreaves Lansdown Highlights: Group first half like-for-like revenue up 5%. Second quarter like-for-like up 9%. Group pro forma headline or adjusted profit before tax of £78 million (2013: £60 million), up 30%. Statutory loss before tax from continuing operations £20 million (2013: loss of £27 million) after non-headline charges of £100 million. Management now expects to deliver a minimum £80 million of cost savings by 2016-17, one year ahead of plan. Interim dividend of 2.5 pence per share, payable in January 2015. Negative Points: Stores in the Netherlands and Germany are being closed. Management noted that "In the Netherlands the market proved to be much more challenging than anticipated." Pro forma headline revenue in Northern Europe in the first half was down 8%. The group noted that "our Spanish business was negatively impacted by market pressure." Pro forma headline revenue in Southern Europe in the first half was down 15%. Competition from the likes of Amazon will prove no less intense. For Carphone Warehouse, concerns regarding the outlook for mobile phone sales have previously been expressed. Many consumers now possess a smartphone. Positive Points: Targeted cost savings at the newly merged company are expected to materialise a year ahead of schedule. Management's target of a minimum £80 million of synergies by 2017-18 has now been brought

From The Guardian Today...... Elsewhere chip designer Arm has added 27p to 957p after positive comments from Barclays analysts. In a note on rival Imagination Technologies, down 1p at 229p, Barclays said: We think Imagination’s valuation is now intrinsically overly expensive (36 times/24times 2015/2016 PE for 30% compound annual growth rate, but also relative to peer Arm, whose growth drivers are more certain and which trades at only 28 times/22 times 2015/2016 PE for high 20s% compound annual growth rate. We therefore reiterate our underweight rating on Imagination and reiterate our overweight on Arm. Meanwhile Andrew Dunn at RBC Capital Markets issued an upbeat note after talking to the company about China: We hosted an investor call with Arm on the China smartphone market which highlighted the importance of this region (now the single largest smartphone market), the ability of the local ecosystem to deliver latest generation Arm technology at attractive price points, the transition to LTE (driving more advanced Arm intellectual property) and the rising uptake of higher royalty rate Arm v8 IP in smartphones. We believe the application of advanced Arm IP into the high unit growth mid and entry level smartphone segments will both create a virtuous upgrade cycle and also raise Arm’s average smartphone royalty rate from around 1.5% to 3-4% by 2018. Rising adoption of Arm’s more advanced IP (including v8) serves to raise royalty rates. An upgrade from a feature phone to a low end smartphone equals a 4 times royalty increase while ongoing innovation and the trickle-down over time of advanced technology from high end to mid and entry level segments should help offset standard industry chip average selling price declines and keep [prices] flat within each segment. In addition, Arm’s Mali graphics IP has a particularly high penetration rate in China due we believe to its broad offering (from high to low end) and compatibility with Arm’s processor IP. This allows Arm to benefit from an additional 1% royalty rate. With 10% CAGR unit smartphone growth over the next 5 years but growth weighted to the lower end, we expect rising royalty rates combined with flat ASPs to enable Arm to grow smartphone royalty revenues at a healthy 20%.

"General retailers rely on consumers having a little bit of extra cash in their pocket, especially as the lights and the tinsel go up before Christmas. This is make-or-break time for the high street, and after a slow autumn due to warmer weather, ..." http://www.iii.co.uk/articles/212801/put-these-3-retailers-your-christmas-stocking

<b>Investec hikes Dixons Carphone price target after interims</b> Maiden interim results from recently merged Dixons Carphone (DC) prompted Investec analyst Alistair Davies to raise his share price target from 395p to 465p. Davies reiterated his ‘buy’ recommendation for the electrical and phone retailer after half-year earnings before interest and tax came in at £100 million and profits before tax hit £78 million. Both were well ahead of consensus forecasts of £79 million and £58 million. Dixons Carphone shares gained 14.5p or 3.4% to 441p. ‘[There is] no change to full-year 2015 estimates but estimates look underpinned and we upgrade full-year 2016/17 profits before tax by 2.5%/4% respectively, reflecting earlier realisation of synergy benefits,’ he said. ‘Dividend yield is c.2% but free cash-flow increases in full year 2016 estimates potentially offer scope for further shareholder returns.’ http://citywire.co.uk/money/the-expert-view-dixons-carphone-bhp-billiton-and-xaar/a790134?ref=citywire-money-latest-news-list#i=2

15 December 2014 GREGGS plc TRADING UPDATE FOR THE 24 WEEKS TO 13 DECEMBER 2014 Greggs is the leading bakery food-on-the-go retailer in the UK, with almost 1,700 retail outlets throughout the country Continued strong performance in the second half to date · Own shop like-for-like sales up 5.2% for the 24 weeks to 13 December (2013: 0.7%) · Year to date own shop like-for-like sales up 4.2% (same period 2013: 1.1% decline) · Total sales growth 3.6% year to date (2013: 3.7%) · LFL performance ahead of expectations, particularly given comparison with strong Q4 2013 · Customers continue to respond well to products, value, service and investment in shops · Favourable trading environment with weather generally helpful · Now anticipate full year profits for the 53 weeks* to 3 January 2015 to be ahead of analysts' expectations * anticipated negative profit impact of 53rd week circa £1.3m compared with a 52 week year Chief Executive Roger Whiteside comments: "The strong performance that we reported in our September IMS has continued. Trading conditions have remained helpful but there is no doubt that customers are also responding to improvements in our product and service offer and to the investment we are making in the shop environment. "Whilst there is still much to play for over the final few weeks of the year we currently anticipate that full year profits will be ahead of analysts' expectations. We expect to make a further update on trading over the Christmas period in early January." ENQUIRIES: Greggs plc Hudson Sandler Roger Whiteside, Chief Executive Wendy Baker Richard Hutton, Finance Director Tel: 020 7796 4133 Tel: 0191 281 7721

CARD... Card Factory, last results very solid hitting new highs. Could be a good xmas for this one. Tills are roaring ive just heard on twitter. Here we are......... Traders Own &#8207;@TradersOwn 14 minutes ago @-------- A member of staff went into the #CardFactory last weekend. Massive queue of people. Waited 10 mins. The tills are ringing . https://pbs.twimg.com/media/B4qekqtIMAAaX-p.jpg"

11 Dec 2014 Dixons Carphone DC. Citigroup Buy 434.10 429.60 480.00 480.00 Reiterates

10 Dec 2014 Topps Tiles PLC TPT Liberum Capital Buy 117.00 117.00 - - Reiterates

PTEC - from Traders Own on Twitter: 08:47:13 Broker Citi say BUY Playtech (PTEC): Newshound Initiate with Buy, price target 840p. High and sustainable margins, a substantial cash flow, an earnings accelerator from likely acquisition(s) and strong growth macro underpin an attractive equity story. We see re-rating potential as earnings quality improves and the relevant valuation peer group is reassessed, driving our 840p price target. We expect further upside to 915p if acquisitions are added

Citigroup Inc Initiates Coverage on Playtech PLC With justification in note to clients It [Citi] is, however, a ‘buyer’ of the gaming software group Playtech after initiating coverage earlier and reckons the shares are worth 840p. “High and sustainable margins, a substantial cash flow, an earnings accelerator from likely acquisition(s) and strong growth macro underpin an attractive equity story,” Citi said in a note to clients.

Polypipe Group Ords 0.10p broker views Date Broker Recommendation Price Old target price New target price Notes 04 Dec Numis Buy 264.88 300.00 300.00 Reiterates 02 Dec Deutsche Bank Hold 264.88 301.00 301.00 Reiterates 19 Nov Canaccord Genuity Buy 264.88 281.00 281.00 Reiterates 19 Nov Deutsche Bank Hold 264.88 278.00 301.00 Reiterates

scsw tipped as a buy again yesterday, from across the road.

Their View: Aberdeen Asset Management (ADN.L, 457.50p) - Buy Aberdeen Asset Management announced its results for the year ended 30th September 2014. Net revenues increased 4% y-o-y to £1.12bn thanks to a higher recurring fee income which offset the decline in performance fees. Underlying operating profit, before amortisation of intangible assets and the one-off acquisition and integration costs, inched up 2% to £490.3m for the year. However, diluted EPS fell 4% y-o-y to 31.1p from 32.5p in the last year. Aberdeen’s Assets under management (AuM) increased by 62% y-o-y to £324.4bn following the acquisition of Scottish Widows Investment Partnership (SWIP) from Lloyds in March. The SWIP acquisition added nearly £135.0bn of assets. The Board announced a final dividend of 11.25p per share, resulting in full year dividend of 18.0p. Our view: Despite a challenging environment, Aberdeen delivered robust performance. The company’s cash position improved to £653.9m as of 30th September 2014 from £426.6m over the same period last year. The acquisition of SWIP played a pivotal role and is already beginning to deliver cost synergies. In fact, Aberdeen’s strong cash flows and financial stability allowed the board to recommend a 12.5% increase in the final dividend. Going forward, given the strong financial position, and a broadened and enhanced range of products, we retain our Buy rating for the stock.