Member Info for rivaldo

New highs - and 300p being paid now.

Encouraging - the Chairman has bought £50,000 of stock at 46p and more than tripled his shareholding:

Https://uk.advfn.com/stock-market/london/ra-RAI/share-news/RA-International-Group-PLC-Director-PDMR-Sharehold/84766073

REAT have today posted a nice, concise summary of the maiden, earnings-enhancing Fidelis acquisition on their web site. I particularly like this paragraph:

Https://www.reactsc.co.uk/post/react-ties-up-with-fidelis-in-our-maiden-acquisition

"High levels of recurring revenues for Fidelis provide clear visibility of future revenues and income: 87% of revenues in the financial year ended 31 March 2020 (“FY 2020”) were recurring in nature. Indeed, contracted maintenance cleaning accounted for a significant proportion, with a small element from contracted reactive cleaning. The company boasts largely long-term contracts of 3-5 years in duration, with a strong track record of contract renewals and long-term customer relationships. What’s more, Fidelis enjoys a wide spread of customers, with no one customer generating more than 8% of revenues, and the top 10 customers representing some 50% of total revenues in FY 2020. "

Good to see the price back up above 2p - and on healthy volumes too, with 3.3m shares traded already.

Good news - hopefully this is permanent:

Https://www.thetimes.co.uk/article/mozambique-army-drives-jihadists-out-of-palma-after-ten-days-of-terror-062zscdct

"Mozambique army drives jihadists out of Palma after ‘ten days of terror’

Islamic State fighters who imposed a ten-day reign of terror over a town in northern Mozambique have been driven from the area, the army has claimed.

Chongo Vidigal, the commander of the operation, said Palma had been secured and made “safe� by the military after scores of people were killed and hundreds more fled the jihadists’ assault.

Escorting journalists and officials through the rubble of the town, Vidigal said the army had also secured an airstrip which is key to controlling the area.

etc"

Huge amounts of new warehouse space are to be built this year - should be good news for TST:

Https://www.thetimes.co.uk/article/warehouses-are-the-new-boom-market-2crw0p39v

"Warehouses are the new boom market
Tuesday April 06 2021

A record amount of new warehouse space is due to be built in Britain this year as developers respond to rising demand for storage from online retailers.

Research by Knight Frank, the property consultancy, found that 40 million sq ft of new space is due to be built this year, double the amount completed last year. Much of the new space has already been leased to retailers and distribution companies ordering purpose-built properties.

Online sales rose £34 billion year-on-year last year and are expected to exceed £150 billion by 2024. Every billion pounds of online sales requires about 1.4 million sq ft of warehouse space, according to Knight Frank.

etc"

This morning, Finncap "reiterate our SOTP target price of 310p with a high/low valuation of 796p and 211p respectively, which reflects different lateral flow test assumptions."

There's also an interesting comment that "Avacta believes that this is the most sensitive SARS-CoV-2 spike protein ELISA available. For example, it is c.500x more sensitive than Abcam's current COVID-19 ELISA Kit, which claims a LLOQ in buffer of 2.7 ng/mL".

Huge amounts of new warehouse space are to be built this year - should be good news for WIN:

Https://www.thetimes.co.uk/article/warehouses-are-the-new-boom-market-2crw0p39v

"Warehouses are the new boom market
Tuesday April 06 2021

A record amount of new warehouse space is due to be built in Britain this year as developers respond to rising demand for storage from online retailers.

Research by Knight Frank, the property consultancy, found that 40 million sq ft of new space is due to be built this year, double the amount completed last year. Much of the new space has already been leased to retailers and distribution companies ordering purpose-built properties.

Online sales rose £34 billion year-on-year last year and are expected to exceed £150 billion by 2024. Every billion pounds of online sales requires about 1.4 million sq ft of warehouse space, according to Knight Frank.

etc"

Good start to the week, and the upward trend continues....

I note the gold price is bouncing nicely now - although of course even after the recent decline it was still at a very high level in overall terms.

Last year's Q1 update was on 16th April, so only a few days away. I'm pretty confident we can expect to hear good things :o))

This terrific recent summary of CAPD is an excellent reminder of just what's on offer at half-price here (imho!):

Https://smallcapslife.substack.com/p/drilling-into-capital-limited

RNS - great to see a non-exec using her entire £20,000 ISA allocation for the year to transfer SDI shares into the ISA at 177.9p:

Https://www.investegate.co.uk/sdi-group-plc--sdi-/rns/director-dealing/202104011513343736U/

Interesting - 10,000 shares just bought at the full 66p offer price. That's the first time 66p has been paid for a while.

The IC have carried out a screening test for GARP (growth at a reasonable price) of all stocks in the FTSE All-Small and Alternative Investment Market (Aim) indices.

Only eight AIM stocks pass at least 6 out of 7 tests. KAPE are one of them (I additionally hold SUR and EKF which are also in those top 8 companies)...

Https://pdfs.investorschronicle.co.uk/IC_AlphaScreenGARP_220321.pdf

Extract:

"The screening criteria are:

?A PEG ratio in the bottom quarter of all stocks screened.
?EPS growth forecast for each of the next two financial years and an average growth rate over the period of more than 10 per cent and less than 50 per cent(i.e. high, but sustainably so).
?Either a return on equity (ROE) of over 12.5 per cent or an operating margin of over 15 per cent (i.e. an indicator of a quality business that may have a sustainable advantage).
?Either three-month share price momentum better than the median average or earnings upgrades of 10 per cent or more over the past three months (i.e. recent reasons to feel positive).
?Operating cash conversion of 90 per cent or more.
?Net debt of less than 1.5 times cash profits.
?A market capitalisation of more than £10m (i.e. not severely illiquid).

Not many stocks pass such a stringent list of criteria."

The IC have carried out a screening test for GARP (growth at a reasonable price) of all stocks in the FTSE All-Small and Alternative Investment Market (Aim) indices.

Only eight AIM stocks pass at least 6 out of 7 tests. EKF are one of them (I additionally hold SUR and KAPE which are also in those top 8 companies)...

Https://pdfs.investorschronicle.co.uk/IC_AlphaScreenGARP_220321.pdf

Extract:

"The screening criteria are:

?A PEG ratio in the bottom quarter of all stocks screened.
?EPS growth forecast for each of the next two financial years and an average growth rate over the period of more than 10 per cent and less than 50 per cent(i.e. high, but sustainably so).
?Either a return on equity (ROE) of over 12.5 per cent or an operating margin of over 15 per cent (i.e. an indicator of a quality business that may have a sustainable advantage).
?Either three-month share price momentum better than the median average or earnings upgrades of 10 per cent or more over the past three months (i.e. recent reasons to feel positive).
?Operating cash conversion of 90 per cent or more.
?Net debt of less than 1.5 times cash profits.
?A market capitalisation of more than £10m (i.e. not severely illiquid).

Not many stocks pass such a stringent list of criteria."

The IC have carried out a screening test for GARP (growth at a reasonable price) of all stocks in the FTSE All-Small and Alternative Investment Market (Aim) indices.

Only three AIM stocks pass all 7 tests. SUR are one of them (I also hold EKF and KAPE, which are in the top 8 companies passing 6 out of 7 tests).....

Https://pdfs.investorschronicle.co.uk/IC_AlphaScreenGARP_220321.pdf

Extract:

"The screening criteria are:

?A PEG ratio in the bottom quarter of all stocks screened.
?EPS growth forecast for each of the next two financial years and an average growth rate over the period of more than 10 per cent and less than 50 per cent(i.e. high, but sustainably so).
?Either a return on equity (ROE) of over 12.5 per cent or an operating margin of over 15 per cent (i.e. an indicator of a quality business that may have a sustainable advantage).
?Either three-month share price momentum better than the median average or earnings upgrades of 10 per cent or more over the past three months (i.e. recent reasons to feel positive).
?Operating cash conversion of 90 per cent or more.
?Net debt of less than 1.5 times cash profits.
?A market capitalisation of more than £10m (i.e. not severely illiquid).

Not many stocks pass such a stringent list of criteria."

Good to see SCE newly tipped - slightly better written imo than the usual MF tips, even if necessarily brief as ever (and nothing at all about the benefits of carbon ceramic brakes, usage in electric vehicles etc):

Https://www.fool.co.uk/investing/2021/03/31/1-penny-stock-id-buy-today/

Here's the full Buy tip - should hopefully bring in further interest here:

"Inspired Energy

While investors in Inspired Energy were prepared for the utilities consultant’s 2020 full-year £4.5m pre-tax loss, compared with a £3.1m profit in 2019, the company’s management has taken care to shore up sentiment by reinstating the final dividend to maintain an unchanged payout of 0.22p a share. That sends a signal that last year’s performance was a Covid-blighted blip and all is set fair for continued growth this year and beyond.

Inspired has 3,400 clients, including the NHS, in a market that is still highly fragmented. Mark Dickinson, its chief executive, has been in the energy-saving business since 1996 and has streamlined the company’s strategy by ditching small and mid-sized enterprises. “Looking at the year to date, the business is performing in line with expectations and consistently with our assumptions with respect to the global pandemic. Whilst the risks associated with the pandemic should not be discounted, we are excited by potential for the business to bounce back.” he said.

Inspired is trying to position itself as a consolidator in a £1.7bn market littered with one or two-person consultancies, having bought more than 15 so far. While that may bring hiccups as dead wood is jettisoned and will deliver constant financial challenges, it is heartening that the group’s investors include Gresham House and Fidelity.

ADVICE: Buy"

https://www.thetimes.co.uk/article/calm-restored-bodes-well-for-investors-drsh67hwb

Good coverage this morning of Liberum's upgrade:

Https://citywire.co.uk/funds-insider/news/the-expert-view-deliveroo-provident-financial-and-bellway/a1488641?ref=citywire-money-latest-news-list#i=6

"Liberum: Wincanton rerating ‘firmly established’

Logistics group Wincanton (WIN) is tapped into a structural growth industry and the stock looks set to continue to rerate after the pandemic, says Liberum.

Analyst Gerald Khoo retained his ‘buy’ recommendation and increased the target price from 375p to 445p on the stock, which closed up 4.9%, or 18p, at 389p on Wednesday.

Khoo said logistics is a ‘structural growth industry’ with ‘outsourced supply chain management providing business-critical value-added support to customers’.

‘We see [Wincanton] as well-positioned to drive growth, building on a stable core business in more mature markets to tap faster growing sectors,’ he said.

‘With improving visibility and confidence that the end of the pandemic is in sight, and with the re-rating process firmly established, we consider it appropriate to remove this discount. Consequently, we raise our target price to 445p.’"

Canaccord yesterday reiterated their Buy, and reduced their target price to 75p (from 80p).

Which? Magazine's new issue just out tests VPN providers. They were only able to recommend one provider as a Best Buy.

That provider was KAPE's PIA, with a 79% rating:

Extracts:

"How we test VPNs for privacy and security Our privacy and security tests are very strict. So strict, in fact, that only three services were able to net both a full five-star privacy rating and a five-star security rating"

"What is it?

A VPN service from Kape Technologies, using the brand Private Internet Access (PIA). As the name suggests, it’s claimed to keep your online browsing private and secure. For more on what a VPN can do, read our guide to everything you need to know about VPNs, and how we test VPNs.

It has various additional features including multiple servers per country (more than 10,000 total servers in October 2020), unlimited bandwidth, along with tracker and malware blocking.

Like all VPNs, the company claims it doesn’t log any user data or monitor traffic. But, as with all other online services, this can’t be independently verified, so is based on trust. Data is held in the United States, where the company is based.

It has apps for Windows, MacOS, Android, iOS and Linux. It also allows you to set up the service directly on your router, although this is through third-party open-source router software, as is the case with all VPNs that support this. You can also install it on Amazon Fire streaming sticks and boxes.

The software is very simple to set up and use on any of the devices it supports, meaning it’s quick and easy to get up and running."

"Should I subscribe?

It’s not the fastest, but in every other respect PIA is a great choice. It’s easy to use and scores well for security and privacy, making it a worthy Best Buy."