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Trading and Financial Position Trading during the period was healthy, continuing the performance seen in the first half of the year, with the Group's adjusted profit before tax in line with the Board's expectations. Cash generation remained strong, with net debt at the end of September being below the £62.9m reported at the end of June. During the period, a new £60m revolving credit facility was put in place. The facility matures in 2016 and is currently undrawn. Markets and Operations Senior operates through two Divisions: Aerospace (60% of H1 2011 Group sales) and Flexonics (40% of H1 2011 Group sales). Overall, market conditions in the period were broadly as anticipated at the time of the Half Year Results announcement in early August. Within the Aerospace Division's principal market, production of large commercial aircraft continued at healthy levels with Boeing and Airbus delivering a combined 723 aircraft in the first nine months of 2011 (nine months 2010: 726 aircraft). Their combined YTD net order intake of 1,464 aircraft (nine months 2010: 720 aircraft) was very strong, partially as a result of the recent decisions taken by Airbus and Boeing to put new, more fuel efficient, engines on their narrow bodied platforms in four or five years' time. Their resultant seven to eight year order books, at current build rates, bode well for the future. Importantly, the initial customer delivery of the Boeing 787 aircraft, a key future programme for Senior, took place in September and the initial delivery of the new Boeing 747-8 was made in October. Elsewhere in the Aerospace Division, build rates for the Group's main defence programmes, such as the Black Hawk helicopter and C130J military transport aircraft, remained strong despite increasing Governmental budgetary constraints. However, as anticipated, the regional and business jet markets, which are less important to Senior, remained weak, with Bombardier announcing build-rate reductions for its regional jets starting in early 2012. The Flexonics Division performed well, and broadly as anticipated, in the period. In the land vehicle markets, increased production of heavy trucks, particularly in North America, helped offset a softening in demand for non-premium passenger vehicles in Europe and latterly Brazil. In the industrial markets, the strength of the Group's German operation and healthy emergency repair work for the Group's expansion joint business in Texas mitigated the effects of the slower than anticipated implementation of emission legislation in North America for coal-fired power stations. Looking forward, a solid order in-take in the period for the Group's industrial businesses helps underpin the anticipated performance for 2012.

http://www.investegate.co.uk/Article.aspx?id=201110250700167477Q

"Similar progress and delivery is being mirrored across our global portfolio. In India, one of the world's fastest growing energy markets, we reached a landmark agreement for long-term LNG sales to Gujarat State Petroleum Corporation. In Egypt, the successful commencement of Phase 8a in the West Delta Deep Marine concession represents a further milestone in the development of our interests there - excellent progress especially in light of the civil unrest earlier in the year. Elsewhere in the portfolio, other projects continued to make progress, with new facilities for the Bongkot South development in Thailand on schedule and, in the UK, we saw good results from drilling at the Jasmine field and facilities construction advanced. Finally, in the US, the Department of Energy granted authorisation for potential LNG export from the Lake Charles terminal." "In the UK North Sea, all facilities are now back onstream following outages that marred production in the first nine months of the year. Outside the UK, overall production has grown in line with plans." Sir Frank concluded, "I am pleased with the progress we are making on delivering our key growth projects, underpinned by our strong resource base, and also on the work being undertaken to improve future production performance from existing assets."

BG Group's Chief Executive, Sir Frank Chapman said: "Our third quarter total operating profit was up 17% year-on-year to $1.9 billion driven by higher realised prices and a one percent increase in E&P volumes." "In LNG, we now expect total operating profit for 2011 to be some $2.4 billion, exceeding previous guidance." Sir Frank said, "we are advancing our growth programme with material progress, particularly in Brazil and Australia, alongside work to improve longer term production from existing assets." "In Australia, where we have invested $1.3 billion in the quarter", he said, "engineering procurement and construction are all moving ahead in line with a 2014 first production goal for our Queensland Curtis LNG (QCLNG) project. Upstream, we drilled 51 wells and progressed construction on water and compression facilities. Site preparation for the LNG plant is complete and construction of foundations for the LNG storage tanks is underway", he added, "progress is being made with the harbour dredging and the main 42 inch steel pipeline is in location, ready for welding and trenching." "We are therefore making good progress with our strategic objective to globalise our LNG business through this Asia-Pacific equity LNG position." "In Brazil, we made significant advances in the quarter. Commercial production at the first permanent FPSO on Lula field increased, with over 35 000 barrels of oil equivalent per day (boed) from one producing well being achieved. Further wells are due onstream by year end." Sir Frank added, "construction of the next two FPSO modules is on track at around 70% complete. We have also signed letters of intent for a further two 150 000 barrels of oil per day (bopd) modules which means that all of the 13 first phase FPSOs, which will deliver an aggregate production capacity of some 2.3 million boed by 2017, have now been committed."

Third Quarter Key Points · Total operating profit up 17% year-on-year to $1.9 billion · Cash flow from operations up 59% year-on-year to $2.7 billion · Production up 1%, held back by outages at UK facilities which are now back onstream · 2011 LNG total operating profit now expected to be above guidance at some $2.4 billion · Long-term LNG supply agreement signed with Gujarat State Petroleum Corporation, India · Lula to Mexilhão gas pipeline, offshore Brazil, commenced operations · All 13 first phase FPSO vessels now committed for BM-S-9 and BM-S-11, offshore Brazil · Good progress on the QCLNG project, with $1.3 billion invested in the quarter · In October, $3 billion of bonds issued with maturities from five to thirty years

http://www.investegate.co.uk/Article.aspx?id=201110250700237548Q

Commenting on the update, Chief Executive Chris Jordaan said: "The successful ramp up of IFL's two furnaces on time and on budget is a genuine operational achievement and a key part of our cost-cutting programme. The Company should be cash generative from October 2011 and we expect this position to continue to improve as the furnaces are optimised and when the UG2 plant is commissioned in January. The Company reiterates its belief that a cost reduction of 10.9¢/lb on FY2011 costs can be achieved by the third quarter of the current financial year. Full implementation of these cost-cutting initiatives should place the Company in a strong position to take full advantage of the robust long-term outlook for stainless steel."

nterim Management Statement to 25 October 2011 and Production Report for the three months to 30 September 2011 Highlights: · Ferrochrome ("FeCr") production of 31,637 tonnes ("t") for the quarter, down 26% on previous quarter due to scheduled shut downs for roof upgrades · Sales of 41,929t achieved in the quarter, up 21% from the previous quarter · Furnace roof upgrade programme completed successfully, on time and on budget · Sky Chrome mining operations continued to ramp up, produced 72,000t run-of-mine for the quarter · Co-generation plant produced 6.8GWh of electricity for the quarter · Construction by Anglo Platinum of chrome tailings re-treatment plant to supply UG2 chrome concentrate from January 2012 · Net borrowings increased from ZAR248 million at 30 June 2011 to ZAR367 million at 30 September 2011, significant proportion of FY2012 capex now invested, Company to be cash generative from October 2011 · Significant improvement on safety performance Post period highlights: · Furnace 2 ramped up to full load on time and on budget; both furnaces now operating at full load · Cogeneration plant producing at 62% of capacity and ramping up · Benchmark European FeCr price unchanged at US$1.20/lb for Q4 ending December 2011

http://www.investegate.co.uk/Article.aspx?id=201110250700147377Q

Credit Suisse upgrades Segro from neutral to outperform, target price raised from 318p to 333p.

Ian Sarson, Managing Director of Compass Group UK & Ireland, said: "We are delighted to have acquired such a highly respected company as ICM. This acquisition strengthens our multi-service capability and enables us to offer high quality cleaning services to more organisations across the UK. It provides us with a robust platform for growth, in line with our strategy to expand our presence in the fast-growing support services market."

Compass Group acquires Integrated Cleaning Management Limited We are pleased to announce today that Compass Group has acquired Integrated Cleaning Management Limited ("ICM") from Paul Rafferty and Coral Brodie. For the year ended 31 March 2011, ICM had revenues of £61.0m and gross assets of £16.3m. ICM is one of the UK's largest independent specialist providers of core cleaning and related services. Established in 1996, ICM's 8,000 employees work on more than 3,800 client sites, providing a full range of cleaning services for more than 32 million sq. ft. of floorspace every day. ICM operates across the UK, with a particular focus on the corporate office, hospitality, leisure, hotel and retail sectors. It has built a strong reputation and a high quality client base across all sectors.

http://www.investegate.co.uk/Article.aspx?id=201110240700236660Q

Brewin Dolphin reiterated its "buy" recommendation for DDD (DDD), with a target price of 37p. The broker reports that the 3D technology company has licensed its TriDef software to Sony, which will be used in its VAIO S-series laptop range. Although no fixed volume has been announced, Brewin believes that this could be the firm's biggest PC license to date. The broker adds that there is potential for the software to be extended to Sony's other laptop ranges. DDD shares flew 2.5p to 34p

Informa (INF) kept its "buy" rating from Singer Capital, with a 522p target price. The publishing and events company reported that academic book sales performed in-line with expectations in its third quarter, and the broker states that this removes the greatest risk aspect of the group's forecasts. Singer anticipates a solid performance from Informa's other activities and expects the chief executive's announcement that he is open to a sale of the company to keep investors interested. The shares jumped 8.7p to 353.7p.

Gem Diamonds CEO, Clifford Elphick commented: "The Letšeng Star has the potential to yield an exceptional polished product and the profit sharing arrangement for the polished margin of the Letšeng Star will ensure that its true value is realised and that Letšeng Diamonds benefits directly from the exposure to the resulting upside. Gem Diamonds' strategy of maximising revenue generation from our rough diamonds by seeking value-added initiatives further up the diamond value chain is gaining importance for the Group, and we are becoming increasingly successful in selling rough and polished diamonds with good margins being realised."

GEM DIAMONDS ANNOUNCES THE SALE OF THE 550CT LETŠENG STAR Gem Diamonds, the FTSE 250 listed diamond company (LSE: GEMD), is pleased to announce the sale of the Letšeng Star, a 550 carat, Type IIa, D colour, white gem diamond recovered on 19 August 2011 at the Company's Letšeng mine in the Kingdom of Lesotho. The Letšeng Star is currently ranked as the 14th largest white diamond on record and is the fourth diamond of such historical significance to be recovered at Letšeng since 2006. Under the new sales and marketing strategy, the Letšeng Star has been sold into a profit sharing arrangement for a rough price of US$16.5 million, payable immediately. Letšeng Diamonds will then further benefit from a significant share of the downstream polished margin uplift resulting from the sale of the polished diamonds cut from the Letšeng Star.

http://www.investegate.co.uk/Article.aspx?id=201110240700186610Q

Gem Diamonds: Evolution Securities reiterates buy recommendation and 340p target.

Today, almost every family home boasts a gaggle of mobile phones, iPads and BlackBerrys as well as at least one set-top box delivering numerous cable or satellite channels to several TVs. The developed world is swamped with electronic devices and the developing world is moving in the same direction. This is all very well when everything works – but it is frustrating when they do not. Which is where Regenersis comes into play. The company specialises in repairing electronic kit, ranging from phones to set-top boxes to chip-and-PIN devices and it has client list that includes Apple, LG, Sony Ericsson and Siemens. For the Midas team at the Financial Mail on Sunday, “Many parts of the economy are feeling the pinch but the repair of electronic devices should prove more resilient than many other industries, particularly given Regenersis’s focus on faster growing or more profitable sectors of the market. (...) At 771⁄4p, the shares could prove rewarding. Buy.”