Member Info for rivaldo

Interesting closing comment that RAI expect to see "significant more work coming our way from similar clients", i.e the likes of Total and Danakali:

Https://www.proactiveinvestors.co.uk/companies/news/928885/ra-international-winning-larger-contracts-and-broadening-its-customer-base-928885.html

"RA International's (LON:RAI) Andrew Bolter caught up with Proactive's Katie Pilbeam on the back of its interim results to June 2020. Among the highlights the company was awarded what it's described as a landmark $60mln commercial contract to provide services to a new global client in Southern Africa. The two-year contract is their largest deal since coming to the AIM market. They've also been appointed by Danakali Ltd (ASX:DNK) (LON:DNK) as the preferred supplier to construct a 1150-person camp facility and other infrastructure during the construction phase of its Colluli mine in Eritrea."

Finncap have issued a Flash Buy note on RNWH, headed "Resilient and reliable".

They have a 593p target price.

They state:

"Renew's trading update at the beginning of September detailed trading since H1 results had been strong and ahead of expectations. We have upgraded our FY 2020 EPS by 8% and improved our net debt assumption from £10.5m to £5.6m (excluding finance leases, the group will be in net cash). Renew's engineering activities in Rail, Infrastructure and Environmental markets have remained robust, with the majority designated as critical to the COVID-19 response.

We continue to forecast dividend repayments to recommence with a final in FY 2020 (results due 8 December) and reiterate our view that there is no change to the long-term outlook. This is supported by the Government's commitment to invest £640bn over the next five years, which is looking increasingly essential to restart and support the economy."

Pointless imo to sell based on the historic numbers and lack of additional RNS's this morning, when the prospects for giant upside in the next few weeks are so tangible.

As others have said, Finncap have this morning introduced a 310p target price, with a range between 211p-796p - and with further upside to that based on increased capacity:

"Valuation:

We introduce a target price of 310p, with a range of 211-796p, based on a SOTP valuation of its various technologies,platforms and profit streams.Modelling the potential impact of a SARS-CoV-2 rapidantigen test is based on the production capacity of its existing partners, with further upside possible as capacity is expanded."

More excellent news today. CF is really delivering on his promises.

Finncap have for the moment retained their 19p target price, but note that their forecasts:

"exclude the potential revenues that would arise from the development of a successful COVID-19 viral challenge model, any othernew challenge models and value for ORPH's non-core assets, including its 49% stake in Imutex and 62.6% stake inPrEP Biopharm."

The hints on progress with OEM3 and OEM1 are extremely encouraging.

Great also to see SCE state that their aim of halving production costs has now been achieved with OEM Production Cell One.

Finncap have retained their 55p price target, and note that:

"the DCF is based on one cell only and equates to c13.5x full capacity earnings. More contract flow triggering the next cell investment could drive further significant valuation upside. As the business becomes more established, the discount rate would also likely fall further as well. As a result, we see our 55p target as a staging post on a much longer journey of upside."

The price has been creeping up almost every day this week. There's presumably decent buying interest out there - buying now coming in at the full 90p offer price.

I've been buying a few more on the dip.

This new article from Stockopedia reads well:

Https://www.stockopedia.com/articles/ra-international-passes-this-3-point-stock-market-strategy-126463/

"Choose high quality over junk

Some of the most influential stock market studies have found that Quality is an important factor that tends to show up time and time again...

Companies with a track record of profitable growth, high efficiency and solid finances, have been shown to be better bets on average than low quality, loss-making firms.

By our calculations (which use a range of financial quality metrics) Ra International has a Quality Rank of 75 (where zero is poor and 100 is excellent).

Opt for cheap over expensive

Another well-research observation is that attractively valued shares tend to outperform expensive shares on average over time. So it's important to look at Value and whether a company is being fairly priced relative to what it earns, owns and what it pays out.

By our calculations (which look at several valuation metrics) Ra International has a Value Rank of 71.

Look for a positive trend

It's easy to think that Momentum is only a measure for technical traders, but research once again shows that recent trends in both price and fundamentals can be a strong hint about the future. In the market, trends tend to persist, so it makes sense to look for stocks that are on an upward trajectory.

By our calculations (which look at both price and earnings momentum) Ra International has a Momentum Rank of 86.

Overall, there are signs here that Ra International has above-average exposure to three very important drivers of stock market profits..."

Clipper Logistics are now at new highs - the Times this morning is reporting rumours of bid interest, especially as it was looked at by Sun Capital earlier this year.

You'd have thought attention would turn to WIN given (1) the disparity in valuations (CLG are on a far higher rating than WIN) and (2) takeover interest for a major competitor.

SCE via the CEO are presenting here on 8th October (along with IHC which I also hold!):

Https://www.sharesmagazine.co.uk/events/event/shares-investor-evening--webinar-081020

I've been topping up here recently. SUR look cheap again imo.

The recent interviews in the post below is well worth watching for the hints and confidence therein.

I had a relatively small holding here and have been topping up at these levels.

At a £12.9m m/cap:

- PTRO are forecast to have $3.4m net cash at this year end
- they have almost $5m recurring income
- they've stated that COVID has only had a "minimal" effect, and trading is in line with expectations
- COVID has enhanced trading for all the telcos and likely those supporting them, like PTRO
- $3m EBITDA is forecast for this year and $3.5m for next year
- investors now can buy at a large discount to the 47p paid by institutions
- the shares are tightly held and volatile, so any good news should have a decent effect (the converse is also true of course!)

Nice bounce yesterday. I'm sure value will out here soon - RNWH are simply too low at these levels. Given the "ahead of expectations" update the run up to the results in November should be interesting.

I came across this flood defence contract for AmcoGiffen which will benefit September just before the year end, as part of a £32 million programme of flood defence works across Yorkshire:

Https://www.miragenews.com/sheffield-river-maintenance-works-to-reduce-flood-risk/

"Sheffield river maintenance works to reduce flood risk

The Environment Agency will be starting work in the river channel in Sheffield this month (September) to help reduce the risk of flooding in the city....

...The Environment Agency has employed contractors AmcoGiffen to carry out the work."

Thanks for posting Simon Thompson's IC tip Vulcan998 - his increased 130p target seems fair at present, but more upgrades may be on the way imo if VLG continues as it has been doing.

New interview with the Burnet Institute about CD4, with some juicy quotes in this extract:

Https://www.miragenews.com/who-endorses-burnet-hiv-diagnostic/

Extracts:

"A Burnet-designed rapid point-of-care test for HIV has been accepted for the World Health Organization’s (WHO) list of prequalified in vitro diagnostics.

The VISITECT® CD4 Advanced Disease Test, developed by Burnet’s Global Health Diagnostics Group and commercialised and manufactured by Omega Diagnostics, was listed after WHO auditors found it effective at measuring a patient’s CD4 T cell count to assess whether urgent interventions are required in a patient diagnosed with advanced HIV.....

.....The technology and philosophy behind the CD4 test, he said, was being applied to other Burnet point-of-care tests currently in development for other diseases, including COVID-19 and sepsis.

“We’re applying those principles in the same manner: making them work in the simplest possible way in any setting,” Associate Professor Anderson said.

He said working with good partners, including Omega Diagnostics, which has commercialised and manufactured the VISITECT® CD4 Advanced Disease Test, as well as strong collaborations with Rush University and Duke University in the USA, showed Burnet’s diagnostics team could make a lasting impact on global health.

Omega Diagnostics has attracted significant orders and interest from African, Latin American and Asian countries for the test.

“I am very excited about it. It will make a huge difference to the ability to get the most value out of the interventions available for HIV,” Associate Professor Anderson said."

Good summary - has a $21 target price:

Https://seekingalpha.com/article/4376039-gan-limited-favorite-internet-gambling-and-sports-betting-stock

More proof of the "absolute wall of demand" for Q4:

Https://www.investegate.co.uk/oriole-resources-plc/rns/mobilisation-of-drill-rig-to-bibemi-project/202009240700039361Z/

"Oriole Resources PLC (AIM: ORR), the AIM-quoted exploration company focussed on West Africa, is pleased to announce that it has signed a 3,000 metre ('m') diamond drilling contract with Capital Limited ('Capital') with respect to its Bibemi exploration licence in Cameroon ('Bibemi' or 'the Project'). It is anticipated that mobilisation of equipment will take approximately six to eight weeks, which will enable the Company to commence its planned maiden drilling programme at the Project during Q4-2020 (announcement dated 11 May 2020)."

Good to see a bit of buying here this morning, presumably as a result of this overnight Buy tip for DKL on Master Investor with a 3.5p target:

Https://masterinvestor.co.uk/equities/dekel-agri-vision-this-little-sub-9m-company-is-a-real-winner-in-the-making/?mc_cid=75afbf5713&mc_eid=db9f9bbaf2

Extracts:

"Dekel Agri-Vision – this little sub-£9m company is ‘a real winner in the making’
By Mark Watson-Mitchell 23 September 2020"

"The price of palm oil is getting stronger after hitting recent lows.

The company has some 424m shares in issue, of which the larger shareholders include Youval Rasin (15.89%), Miton Group (11.83%), AgDevco (9.72%), Biopalm Energy (8.36%), Shai Kol (6.51%), Aristide Brou (4.75%), Yossi Inbar (3.73%), and Lincoln Moore (1.17%).

As an agri-commodity developer Dekel Agri-Vision offers tremendous upside potential."

"Looking forward, broker estimates suggest actual post-tax profits jumping to €1.1m in 2022, €3.6m in 2023, up to €6.5m in 2024 and a significant €7.8m in 2025.

With its shares at a miniscule 2p in the market today, this tiny little £8.5m (€9.3m) capitalised company looks to me to be ‘a real winner in the making’ not to be missed.

Comfortably, for investors patient enough to anticipate fruition of the group’s project plans, I now set a 3.5p Target Price on the shares."

ODX are recruiting for a Product Support Scientist as:

"We are significantly expanding our scientific team on both UK sites for the production of Covid-19 tests."

Https://www.gumtree.com/p/scientific-and-research-jobs/product-support-scientist/5397779163

Absolutely outstanding results and prospects here:

Https://uk.advfn.com/stock-market/london/venture-life-VLG/share-news/Venture-Life-Group-PLC-Half-year-Report/83321734

2.85p EPS in H1 is 53% of the total forecast for the year already, so it's likely that forecasts will be beaten and at the very worst matched.

I can't really see any negatives. Acquisitions are on the cards from the healthy Balance Sheet. The core business is going great guns. Look at what's happened just since the 30th June period end:

-- Boots to launch Dentyl in H2 2020
-- New Unicorn and Mermaid Dentyl editions launching in UK
-- New Dentyl toothpaste to launch in UK and internationally
-- Lloyds Pharmacy to launch newly acquired PharmaSource fungal nail products in the UK
-- Dutch retailer DA to launch new products in the Netherlands
-- Three new long-term exclusive distribution agreements signed

And this is lovely to read:

"The operational leverage developed by the Group over recent years ensures that the majority of the gross margin from incremental revenues (organic or acquired) will flow through to bottom-line profitability and cash flow. This means we expect profitability will accelerate at a higher rate than revenues."

Two comments stood out for me from the webinar:

- there are "a number of acquisitions which could double the size of the company"
- every division is profitable and cash-generative despite COVID-19