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Shares in temporary power group Aggreko have fallen by about £2 since they were downgraded to a hold at the start of September. The shares even edged lower after an excellent update on Friday – but that was probably down to the company's valuation. The shares are currently trading on almost 20 times current-year earnings – even after recent falls. As well, analysts also foresee a slowdown in the rate of growth of pre-tax profits towards just under 10% next year, although that is not bad either. Additionally, the firm must now vie for investors´ attention on the London market with recently listed APR Energy. Despite all of the above the company´s international power projects (IPP) division looks set to benefit from the global structural shortage of power. The Questor team at the Sunday Telegraph believes the long term prospects for this business unit, “should not be underestimated – especially now that there is a global question mark over the building of new nuclear power stations following the incident earlier this year at Fukushima in Japan.” Evenso, Questor is of the opinion that, “the shares remain a hold for now, given the high rating and market backdrop.”

“There was some disappointing news last week for bus and train operator Go-Ahead Group – but it was not a major disaster. The company failed to win the Greater Anglia franchise, which runs out of Liverpool Street station in London. However, the contract is only for 17 months. This is a sure sign that the coalition government has not got its transport policy fully formulated as of yet. At the last insight into current trading the group said the year had got off to a good start but, given the outlook, it needed to be cautious. However, recent figures from the Association of Train Operating Companies (ATOC), showed that the number of rail passenger journeys have been steadily increasing. This bodes well for the trading update later this week. The shares are trading on a June 2012 earnings multiple of 10.4 times, falling to 10.2 in 2012, which does not look stretched. However, this is a dividend play – and the current yield is an attractive 5.7%. The view remains buy for the yield,” says the Questor team at The Sunday Telegraph.

24th October 2011 Analyst: Philip Morrish Email: philip.morrish@gecr.co.uk Tel: 020 7562 362 e-Therapeutics – Accelerated growth plan remains on track and fully supported by strong balance sheet. Reiterate stance of Buy

Evolution Securities has maintained its buy rating and 1,330p target price on Holiday Inn and Crowne Plaza owner InterContinental Hotels Group (IHG), following the release of the group's third quarter US performance. "The 1H strength in the US has continued into 3Q, with an improving month-on-month trend through the quarter. This is a positive catalyst for the share price and we retain our buy recommendation," said analyst Nigel Parson. "InterContinental’s shares have shown a small recovery since mid August and these results support further positive momentum, partially negating market concerns over the US consumer outlook," Parson added.

Diageo director sells shares The chief executive officer (CEO) at Diageo has sold off a portion of his shares in the company for a total of just over £1.9m. Paul Walsh disposed of 145,000 at 1,335p per share less than one week after Diageo, the FTSE 100 drinks company behind such brands as Guinness and Baileys, announced sales growth of 9% in the three months to 30 September. The company admitted that some of the performance can be attributed to one off comparisons with the previous year which are unlikely to reoccur including destocking in its European markets and poor performance in 2010 in the US.

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Chris Yewdall, Chief Executive of DDD said: "This marks our biggest PC license to date and further highlights our progress in delivering a market-leading 3D content solution for the PC market. Our TriDef 3D software is fast becoming an industry standard and we're excited to add Sony to our growing list of international customers."

Sony selects TriDef®3D for latest VAIO laptops Los Angeles, California: DDD Group plc (AIM: DDD), the 3D solutions company, confirms that it has signed a licensing agreement with Sony, which has launched its latest VAIO S-Series laptop PCs using the TriDef 3D solution for automatic 2D to 3D game conversion and 3D photo viewing. TriDef 3D enables 3D gaming and photos in conjunction with a 3D monitor or 3D TV connected to the laptop. Sony is also offering an award-winning 'glasses-free' 3D accessory that allows 3D viewing on the VAIO S-Series laptop without glasses. The partnership between DDD and Sony marks the first time that 2D notebooks will include 3D features, bringing 3D to the PC mass market. The TriDef 3D software allows more than 540 of the latest PC games to be played in stereoscopic 3D 'off the shelf', even though the game has not been specifically developed for 3D. DDD's TriDef 2D to 3D game conversion engine is compatible with DirectX 9, 10 and 11 games. Its unique high-performance Power 3D render mode increases the frames per second, making the game run smoother and faster, while using less power. The TriDef 3D auto-focus feature results in a superior gaming experience by delivering a more natural 3D look and feel.

http://investegate.co.uk/Article.aspx?id=201110240700236651Q

Interim Management Statement for the Quarter Ended 30 September 2011 Zotefoams, which manufactures and sells high-performance foams, announces its Interim Management Statement for the quarter ended 30 September 2011. In the quarter ended 30 September 2011 sales of polyolefin foams continued the growth trends experienced in the first six months of the year. Demand has been good from all major geographical markets and across end use segments. In our HPP (high-performance polymers) segment, sales in the quarter were ahead of the run rate in the first six months but, due to timing of shipments and delays in the North American aviation market, were below the levels of the very strong third quarter last year. Good underlying progress continues in this segment with particularly high levels of interest in our T-Tubes® advanced insulation products. MuCell Extrusion LLC continues to make encouraging progress with increasing numbers of customer trials of our patented technology. The business is strongly cash generative and we are currently seeking to add resources to address the scale of the opportunity we have created. The profit for the quarter benefited from the increased sales activity. The high raw material prices and supply disruptions reported in the first half of the year have eased although they did partially offset the benefit of the high sales activity in the period. Currently we are experiencing strong demand and an order book which extends into early 2012. The Board therefore remains confident about the outcome for the year.

http://investegate.co.uk/Article.aspx?id=201110240700226647Q

and a little more “An influential shareholder body has urged investors in G4S, the world’s largest security company, to block the board’s planned £5.2bn takeover of a Danish rival.G4S, which supplies guards to the Americans in Afghanistan and Iraq, drew fire when it announced the deal to buy ISS, the cleaning and catering services firm. G4S plans to fund the takeover by launching a heavily discounted £2bn rights issue and raising £3.7 billion in debt. The cash call would be the biggest in London since Standard Chartered raised £3.4bn last November. Shares in G4S fell 14% to close at 242¼p last week as the stock market digested the news,” reports The Sunday Times.

Bumi, the Indonesian coal mining giant created by Nat Rothschild, is considering approaching China Investment Corporation (CIC) about reducing some or all of the $1.3bn (£815m) debt it has in one of its subsidiaries in return for control of a series of exploration assets. The FTSE 100 company, which last week abandoned a $2bn plan to simplify the company's structure by radically changing the ownership of one of its investments, is drawing up a list of assets in Bumi Resource Minerals (BRM) which could be handed over in return for the loan being repaid more than two years early. Although still in the planning stage, the move could drastically reduce the group's annual interest bill,” reports the Sunday Telegraph.

THE WEEK AHEAD Credit Suisse is looking for flat sales growth and earnings per share growth of 7% when drug company AstraZeneca reports on Thursday. As ever, patent expiries will be an issue for Astra, but it will benefit from reduced research and development spending, the Swiss broker says.

Nomura is not expecting any surprises from engineer Senior's trading update on Tuesday. The broker currently predicts full year pre-tax profits of £74m, but adds that there should be scope to lift this by £2m. It points to "mixed signals" for Senior including a seemingly soft European car market and a strong truck market.

Commenting on the appointment, Jerry Wetherbee, Board Chairman of HaloSource, said: "On behalf of the entire Board, I would like to thank John Kaestle for his many years of devoted service to our company and wish him well in the next phase of his career. Additionally, the Board feels very fortunate to welcome a Chief Executive of Martin's stature. He is a seasoned business professional with extensive corporate knowledge and insight, and we look forward to working with him in the next phase of HaloSource's commercialization." Martin Coles said: "I am delighted to step into the role of Chief Executive at HaloSource. The Company has established itself as a global leader in clean water technology a business segment with unlimited global growth potential where current entrants are barely scratching the surface of consumer demand. I look forward to working as a member of the HaloSource team bringing clean water to the world and achieving our potential in this huge global business sector".

Board Changes and Trading Update Seattle, U.S.A. - HaloSource, Inc. ("HaloSource" or "the Company") (HAL.LN, HALO.LN) the clean water and antimicrobial technology company, announced the resignation of its Chief Executive John Kaestle. Concurrent with this change, the Company's Board of Directors has asked Martin Coles, currently Executive Deputy Chairman, to step into the role of Chief Executive Officer effective immediately with the intent of confirming this as a permanent full-time position effective November 1st. The Board is very pleased that Martin has accepted this new role and he will also remain a member of the Company's Board of Directors. Martin joined HaloSource in July 2011 as Executive Deputy Chairman and has held a number of customer and consumer facing senior executive roles and board positions in leading international blue-chip companies spanning a wide variety of sectors including consumer industries, technology and sport. He has over 30 years of significant business experience at the operating level together with consulting and advisory work on consumer engagement, branding and corporate strategy and brings senior board experience to HaloSource as its new Chief Executive. Prior to joining the HaloSource Board Martin served as President of Starbucks Coffee International and COO of Starbucks Coffee Company during a 6 year period with responsibility for Company operations in 51 countries under a number of different ownership structures. He previously served as President and CEO of the Reebok brand, was a Director of Levi Strauss and Co. and held senior executive positions at Nike and Pepsi Cola Bottling. Martin began his career in operations at Procter and Gamble in the UK moving with the company to the US in 1980 and where he held senior positions both in operations and product marketing. Martin holds a BSc (hons) in Biochemistry from the University of Wales in Swansea, UK. He is a former chair of the Advisory Board for the University of Washington International Business School, is a member of the Advisory Board for Seattle University International Business School serving concurrently as a fellow of the Albers Business School.

Trading Update: In respect to the Company's trading, the Board has revised its previously provided revenue guidance for the full 2011 year to the range of $12-13M. As the company reported in July, the recreational water business's annual autumn distribution period is key to achieving the 2011 forecast. At this point, orders into distribution have not concluded as expected in the period post Q2. While we expect this to impact negatively our Q4 revenue, we envisage volume improvement in the first half of 2012, in anticipation of next year's pool season. HaloPure's business has now shipped approximately 16,000 Waterbirds (Bajaj-branded XTP-21 powered by HaloPure) in the year-to-date, and expect to ship multi-thousand units per month over the balance of the year. Whilst this level is below our earlier forecasts, we are working with Bajaj on product enhancements and new packaging to accelerate growth and be ready for the 2012 key selling monsoon season. In addition to Bajaj, we signed a major new partner in the global direct selling space in August and expect several significant announcements through the balance of the year.

http://www.investegate.co.uk/Article.aspx?id=201110210715086015Q

Nomura initiates buy on BG Group, target price 1750p