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Yet another institution increases its stake - River & Mercantile are up to 5.04%, or 9.5m shares:

Https://uk.advfn.com/stock-market/london/capital-CAPD/share-news/Capital-Limited-Notification-of-Major-Holdings/83986915

Hi Chelsea11 - now 119.5p mid-price! Looks like the market feels a Brexit deal will be good for SDI (and for WIN too judging by today's rise).

I don't generally have price targets. I've met SDI's management several times and have a very high regard for them. So I'm happy to keep holding SDI for the long-term unless something material changes, or the valuation gets ridiculous, which imo it isn't at present.

Good to see another tickup today after just a mere 70k buy - hopefully indicative there's not much stock around.

All these new variants of COVID, and the lengthy implementation of vaccines, mean that COVID-related cleaning will be necessary for a long time to come.

And of course REAT's core business continues to expand and provides a lovely secure 50% repeating income every year.

Hello - a buy has suddenly appeared at 124.95p, after the buy price has been stuck at 124p for ages.

Is our overhang cleared/clearing?

Lombard Odier are now major shareholders, with a 5.3% stake, or 10m shares - good to see another heavyweight institution invested here now:

https://uk.advfn.com/stock-market/london/capital-CAPD/share-news/Capital-Limited-Notification-of-Major-Holdings/83976378

Apparently FNX have been tipped by Momentum Investor magazine as one of their top picks for 2021 (per a post elsewhere) - hopefully that will provide further momentum.

LOL - I've provoked an RNS with my post! In fairness, I did specifically say that Aaron have won a share, NOT that they'd won the entire contracts, even though the total contracts amounts involved were huge so of course it's difficult to know Aaron's proportion without being on the inside.

Good to know that someone's paying attention :o))

Berenberg have today reiterated their Buy and 103p target for CAPD per this from the news wires, and have raised forecasts as follows:

"Berenberg reinstated coverage of drilling services firm Capital, believing its recent contract for Sukari gold mine to be "transformational".

The bank kept its Buy rating and 103 pence price target. Capital shares were down 0.8% at 59.01p in London on Wednesday, down 10% in the year-to-date.

At the start of December, FTSE 250-listed gold miner Centamin said it had awarded an contract for waste stripping in the open pit at the Sukari gold mine in Egypt to Capital.

Mauritius-based Capital said the new open pit waste mining services contract, together with the extension and expansion of an existing drilling contract at Sukari, will bring USD235 million to USD260 million in incremental revenue over the four years starting January 1.

Berenberg said the contract offers the firm its first step into a USD1 billion-per-year contract mining business in Africa, not only providing a material revenue boost but also a springboard for growth with new contract wins.

The contract mining business diversifies revenue from drilling to other mine services and offers scope for a multiple re-rate in line with full-service contractor peers, the German bank believes.

After raising USD40 million, Berenberg thinks Capital has more than enough financial firepower to fund its Sukari commitments, and this should offer flexibility to tender for new contracts. This would add further top-line, earnings and free cash flow growth.

The broker lifted its sales estimate for 2021 to USD189 million from USD149 million previously, and for 2022 lifted its forecast to GBP226 million from USD149 million. Berenberg's earnings before interest and tax forecast for 2021 was bumped up to GBP29 million from GBP25 million, and for 2022 to GBP36 million from GBP25 million.

"We think 2021 will be a transformational year for Capital and believe there is meaningful share price upside; we remain Buy-rated," said Berenberg."

Nice 500,000 buy just now. Here's a summary of the many positives here as posted elsewhere (and adapted by me!):

1 - Full year results to be announced next month, which we already know will be ahead of expectations per October's trading update

2 - the brief trading update issued on 4/12 as follows:

"I am also pleased to report that, following on from the trading update released on 21 October 2020, the positive momentum in the business has continued with trading in the first two months of the financial year going well and the outlook remaining positive".

3 - Holding(s) in Company issued on 7/12:

Octopus Investments bought 2,5000,000 more shares, thus increasing its holding to 17.14%

4 - directors buying on 10/12 and 14/12:

Mark Braund, Executive Chairman, has purchased 774,255
Andrea Pankhurst, Chief Financial Officer, has purchased 463,458
Shaun Doak, Chief Executive Officer, has purchased 150,560
Rob Gilbert, Non Executive Director, has purchased 740,185
Michael Joyce, Non Executive Director, has increased his total interest in Ordinary Shares as a result of a purchase by his wife of 1,000,000

5 The directors are very ambitious and want to grow the business organically and via acquisition(s). An acquisition could be announced any day given that REAT have a £1.8m and rising cash pile against the £5.9m m/cap.

As summarised elsewhere (and edited by me!), lots of recent positive news flow:

1 - Full year results to be announced next month, which we know will be ahead of expectations per October's RNS

2- the subsequent post year end trading update issued on 4th December as follows:

"I am also pleased to report that, following on from the trading update released on 21 October 2020, the positive momentum in the business has continued with trading in the first two months of the financial year going well and the outlook remaining positive".

3 - Holding(s) in Company issued on 7/12

Octopus Investments bought 2,5000,000, thus increasing it's holding to 17.14%

4 - directors buying on 10/12 and 14/12:

Mark Braund, Executive Chairman, has purchased 774,255
Andrea Pankhurst, Chief Financial Officer, has purchased 463,458
Shaun Doak, Chief Executive Officer, has purchased 150,560
Rob Gilbert, Non Executive Director, has purchased 740,185
Michael Joyce, Non Executive Director, has increased his total interest in Ordinary Shares as a result of a purchase by his wife of 1,000,000

5 - the directors are very ambitious and want to grow the business organically and via acquisition(s). An acquisition could be announced any day

SUR's subsidiary Aaron Services aren't a name I've followed closely before, but it's won shares of some amazing energy efficiency/heating services contracts over the last few months, including separate contracts for £100m, £200m, £500m, £375m.....

Https://bidstats.uk/tenders/?q=%22aaron+services%22

Https://www.sureservegroup.co.uk/our-businesses/aaron-services

I came across this rather nice £100m water network maintenance contract award shared between RNWH's Lewis Civil Engineering plus two others from September which hasn't been posted before - more nice secure income via AMP7 through to 2025:

Https://bidstats.uk/tenders/2020/W37/734462061

from CAPD's client HUM, where the company has (1) extended its drilling campaign at Yanfolila, and (2) is "finalising our 2021 exploration and drilling strategy not only for Yanfolila but at our new Guinea gold project, Kouroussa".

Both of these projects utilise CAPD:

Https://www.investegate.co.uk/hummingbird-res---hum-/rns/yanfolila-exploration-and-drilling-update/202012230800026517J/

I've topped up recently, happy to pay a substantial amount less than the institutions!

This morning there's only a maximum 15k shares available to buy online now, and the buying price has increased rapidly to 89.6p.

Terrific news this morning, bringing in £10m-£15m per annum of additional turnover for 10 years, from a "major global OEM for the manufacture of complex medical diagnostic disposable devices":

Https://uk.advfn.com/stock-market/london/carclo-CAR/share-news/Carclo-plc-Framework-Agreement/83967645

This is just the sort of agreement which CAR have always been capable of achieving - as others have stated, this is a major enterprise masquerading under a £9m m/cap dragged down by pensions and debts. Perhaps at last they're negotiating a route back towards prosperity.

New interview with the CEO - great to see his ambition in looking towards being a multi-billion dollar company:

Https://sbcamericas.com/2020/12/21/dermot-smurfit-law-family-gans-plans-1bn-valuation/

"We think we need to be a multi billion dollar organisation over the course of the next few years as a result of capturing as much market share in the US as possible."

"Looking forward to the next few weeks, we expect to launch in Michigan, which is the next large market because they regulated both internet casino as well as online sports betting. So for us, Michigan is incredibly exciting. We’re bringing three clients live in Michigan at the start of the market commencement, which should be sometime over the course of the next few weeks.

But looking beyond New Jersey, Pennsylvania and Michigan, we’re looking at client launches in Indiana, Colorado, Tennessee, Iowa, Ohio, subject to regulation, and a number of other states. I have to say, we’re looking forward to this time next year, where we hope to be up and running in nine or 10, regulated real money gambling states.

Beyond that, we expect – as do all the industry analysts – that there will be 25 to 30 online gambling-enabled states over the course of the next five to seven years. The total addressable market will be valued at more than $30 billion, which will be split more or less evenly between sports betting and casino.

With the recently announced Coolbet acquisition, we have the sports capability required to address that opportunity for our clients and of course, for ourselves. We couldn’t be more excited! Over the next five years, we have a rapid ramp up and the next equity valuation target for me is a billion dollars. Beyond that, we’ve got a pretty clear shot on goal for a multi billion dollar enterprise all centred around the activity of regulated online gambling."

Great new Seeking Alpha article. Hopefully it will attract some interest today:

Https://seekingalpha.com/article/4395730-gan-limited-powering-future-of-online-gambling

Looking good - perhaps stock is scarce given the rise on small volumes.

Today's RNS confirms that the directors bought almost £930,000 of shares in the placing - a pretty strong commitment:

Https://www.investegate.co.uk/capital-limited--capd-/rns/director-pdmr-shareholding/202012220800023919J/

Well, it's been another very satisfactory year for VLE since it started the year at 1120p or so.

The current lockdown and restaurant closures should once again benefit Shire's food sales overall, with much increased retail sales offsetting the much smaller negative effect on foodservice sales. This effect should be magnified given that H2 is by far the better half for Shire's sales and profitability.

2021 should continue in the same vein, with acceleration from (1) the new range of and growth in vegan products, (2) the restructuring of Indulgence and (3) the synergies from the combining of Shire's and Indulgence's operations as above.

And here's hoping it won't be too long before VLE find another tasty acquisition to turn around.