Member Info for rivaldo

This time 75,000 shares at 72.5p - that's 175k bought back in the last week. Much better:

Https://uk.advfn.com/stock-market/london/touchstar-TST/share-news/Touchstar-PLC-Transaction-in-Own-Shares/97098104

Good to see some buying yesterday afternoon and then this morning having a decent effect, particularly with a late 20k buy at 43.5p.

The Q3 results are only a month away now. They should be good considering the strong H1 and confident full year outlook, boosted by the various contract wins.

This time as liquidators of Central Fife Sheds in Scotland:

Https://www.scottishfinancialnews.com/articles/begbies-traynor-liquidators-appointed-for-central-fife-sheds-ltd

Nice late positive turnaround, and rightly so! I assume the two late trades totalling 50,000 shares at 50p and 50.15p were buys.

Givn today's news there's every reason to believe the long-term uptrend should continue with another jump up.

Held the gains nicely to end up 6p on the day.

Based on 9.3p EPS forecast for the current year, REAT are on a P/E of only 5.5 - this should be enough to attract any investor's attention, let alone with the high recurring income in addition.

More new highs, after keen buying this afternoon - four buy trades in a minute totalling almost £15,000 at 2,459p or thereabouts.

Jules Staveley, AEO/Cheerful First's Global Brand Experience director, recently posted the following on LinkedIn which bodes very well for AEO's potential in the USA:

Https://www.linkedin.com/in/julianstaveley/recent-activity/all/

"New York, New York...

In the past 3 weeks alone we've delivered 5 brand activations in the city that never sleeps."

And:

"The Cheerful Twentyfirst team just finished a monumental month in NYC delivering a raft of amazing experiences."

Finally - noting that Instacart are a $10.1 billion m/cap company:

"Which brings me to last night..

Instacart's summer brand campaign closed with a bang, tapping into nostalgia to take audiences back to 1999 for one night only. Their fully immersive concert experience had activations from the 90's and opened into an epic gig featuring Third Eye Blind and some amazing partners - including Slice, Venmo and Kelloggs

I am so proud of our team for this one. A full creative activation rooted in innovation, production and partnership, and an audience experience that bridged generations and cultures in the heart of New York City."

Dowgate Capital have now increased their forecast for the year just ended to 6.7p EPS.

Even better, they've raised their forecasts for the current year to 9.3p EPS (from 9.1p EPS).

They're unlikely to have done this without speaking to REAT.

If you put REAT on a conservative P/E of 11, that would see a 102p share price.

The UK government have just announced almost £1.1 billion of support for offshore wind power - and as per the below this is likely to increase further:

Https://www.standard.co.uk/business/business-news/ed-miliband-government-keir-starmer-campaigners-experts-b1255129.html

"Government announces £1.08bn budget for offshore wind power support

The cash pot for the next renewable electricity auction round aims to spur investment in clean power capacity."

"Now it has announced two pots for offshore wind power – one with an annual budget of £900 million for offshore wind projects and another with an annual budget of £180 million for floating offshore wind projects delivered from 2028."

"The budget unveiled on Monday is the initial offering, officials said.

This means Energy Secretary Ed Miliband may increase the cash pot over the coming weeks, with the Treasury’s green light, if the initial amount does not cover further projects that could provide value for money."

"Ana Musat, RenewableUK’s executive director of policy and engagement, said the budget would only procure about a quarter of the new offshore wind capacity eligible for this auction, which is more than 20 gigawatts.

“Given the amount of competition in this year’s auction, we expect to see competitively priced bids, so the Government should adjust the budget to maximise procurement, which could attract up to £53 billion in private investment in the UK economy,” she added."

Excellent stuff - well ahead of expectations.

That should be around 6.7p historic EPS in the bag at minimum.

The current share price is nuts. Back to 70p-80p if there's any justice considering all that juicy recurring income and the prospects going forward.

https://uk.advfn.com/stock-market/london/react-REAT/share-news/React-Group-PLC-Trading-Update/97087352

The full H1 trading update will be on 16th December, but TIME today confirm that the first 5 months have seen strong trading and that once again the market expectations of 7p EPS to May '26 are the minimum we can expect, with a strong likelihood that this will be beaten....this against a far too lowly 52p share price:

"Group has continued to see demand from UK businesses for Time Finance's multi-product funding offering and positive momentum has been maintained throughout September and October 2025, building on the Group's previously announced strong performance in the first quarter of the current financial year.

This ongoing positive trading momentum provides the Board with confidence that the Group financial performance for FY 2025/26 will be at least in line with current market expectations."

https://uk.advfn.com/stock-market/london/time-finance-TIME/share-news/Time-Finance-PLC-Notice-of-Trading-Update-Investor-Presentations/97087298

Missed this article from a couple of weeks ago - the well-regarded Richard Beddard of i.i.i bought more RNWH for his portfolio:

Https://www.ii.co.uk/analysis-commentary/share-sleuth-three-firms-ive-been-buying-ii536717

"Adding more Renew

In September I re-scored Renew, an engineering company that maintains and improves infrastructure such as railways, roads, water mains, and nuclear facilities. Before the re-evaluation, it was the highest-ranking Decision Engine share that was also under-represented in the portfolio. Afterwards, its score was unchanged.

Although the company was about to end its financial year and probably issue a full-year trading update in October, I decided to add more Renew Holdings RNWH shares to the portfolio on Friday 19 September. Not one to gamble on whether companies do better or worse than expected, I was happy to go with my assessment of the company’s long-term prospects.

In the short term, I was lucky, the company said it has a record order book, and my trade looks prescient."

Yep, another rail contract win for retrofitted CCTV hardware and DaaS software just announced.

With over £1m of eyeTrain wins since 30th June, perhaps the climate for UK Rail is starting to improve. Which would be huge for PEG.

The Chairman's comment today is certainly offering encouraging hints:

"This class of train has not previously been fitted with Petards eyeTrain systems.....and we anticipate that additional future orders will be placed for fitment to other UK fleets of the same train class."

Https://uk.advfn.com/stock-market/london/petards-PEG/share-news/Petards-Group-PLC-Rail-Order-Win/97079060

...and up another 2p again today, on around £10k of trades, which suggests there's not much stock around.

At PWS ("leading UK distributor of kitchen and bedroom components"):

Https://touchstar.co.uk/blog/touchstar-and-pws-celebrate-two-decades-of-warehouse-innovation/

Is that a new high (just!) I see before me....

Online looks very encouraging. You can currently only buy a maximum 100 shares at 2,457.2p, whilst you can sell a very nice 1,500 shares at almost the mid-price at 2,365p, i.e around £36k of shares.

Nice move up after a huge trade just reported of 5.38m shares at 23.5p.

Which suggests perhaps an overhang cleared?

Good to hear that BEG have been appointed for the stadium in addition to the football club.

They say the sale could take a couple of months, so a nice boost for this H2:

Https://www.skysports.com/football/video/16504/13456573/sheffield-wednesday-administrator-in-full-club-sale-could-take-a-couple-of-months

Good news today with a successful credit facility renewal - not only for a higher amount and with extended maturity, but also on "improved terms", so hopefully bringing a nice cost saving:

Https://uk.advfn.com/stock-market/london/renew-RNWH/share-news/Renew-Holdings-PLC-Revolving-Credit-Facility-Refinancing/97077421

Great spot. That's a prestigious appointment for BEG - and likely pretty remunerative, although for Sheffield Wednesday's sake I hope a buyer is found swiftly.