Member Info for rivaldo

Good to see the new Chairman buying a maiden stake here at 13.49p - at least he's got some skin in the game now:

https://www.investegate.co.uk/carclo-plc--car-/rns/director-pdmr-shareholding/202008251646521347X/

I note that online is at last looking very encouraging. You can only buy a maximum 25k at the full 38p offer, whilst you can sell 60k at a good premium at 35.8p.

Great article in the Dialy Mail today about Dentyl and the COVID-19 trial - very good exposure for Dentyl in the general News section which could boost sales:

Https://www.dailymail.co.uk/news/article-8661743/Study-mouthwash-reduce-spread-Covid-19.html

More good news, with a WhatsApp Business implementation for Toyota. COVID-19 has accelerated the need for improved digital communications with customers, and IMO is in the right place at the right time.

Here's a link for the record:

Https://imimobile.com/press-releases/imimobile-enables-toyota-kirloskar-motor-to-launch-whatsapp-business-for-customer-interactions

IMO also did the same for Mercedes-Benz in late July which wasn't posted here before:

Https://imimobile.com/press-releases/imimobile-launches-whatsapp-business-for-mercedes-benz

Great to see little ol' INSE newly tipped by Richard Penny in Money Week as a "bargain basement" stock - he's an extremely well regarded fund manager, now at the TM Crux UK Special Situations Fund:

Https://moneyweek.com/investments/stocks-and-shares/share-tips/601840/three-uk-stocks-from-the-bargain-basement

"An energy consultancy charging ahead

Inspired Energy (Aim: INSE), an energy consultancy, has an excellent record of helping firms find the best deals from energy utilities. Recently it has started to help firms save energy as well, a market that is twice the size. This should lead to faster growth and stronger relationships with customers; it will also burnish its green credentials. It boasts a financial record of steady growth and good margins, and the shares are very modestly valued. With growth accelerating and a growing interest in environmental stocks, we think Inspired Energy should do well in years to come."

New blog post FYI from REAT about COVID-19 and its implications for cleaning of different environments:

Https://www.reactsc.co.uk/post/covid-19-research-and-what-it-means-for-our-specialist-cleaning-services

Bouncing back nicely. The presentation referred to by elbarracuda below is here and is well worth watching:

Https://www.youtube.com/watch?v=yVF6YKqVon8

Looks like the 5G news isn't going to be RNS'd. I'd have though this was ideal for an RNSNON, as non-material but significant news. A missed opportunity imo.

I thought there were a couple of interesting snippets from the new Allenby Capital note:

- since its March'20 launch, 200 vineyards (presumably all French) have already become customers of the new Tethys vineyard management system
- the note specifically states "there is scope to ....expand (Tethys) into other wine producing regions", i.e confirmation that this is a global opportunity
- and re 5G, "MTI supplies four of the largest providers in the backhaul market and is unique in offering both Dual Band and Flat Antenna. CV-19 is accelerating bandwidth demandand 5G network roll out represents a considerable medium growth opportunity"

Strong early move up today - and on very low reported volumes too, suggesting that stock is scarce.

Results to March are now out.

The core business showed just how profitable it can be, with 4.9p EPS and £7.3m operating profit.

The flip side is the whopping pension deficit and the (reduced) borrowings.

The positive outlook for the current year from the trading statement is more measured here in the short-term whilst showing much optimism for CTP given the new medical programme wins.

I've said it before - it's such a shame they didn't sell the Aerospace division pre-COVID at the same time as Wipac, avoiding the current downturn and reducing borrowings even further.

At a £9.9m m/cap you pays your money and makes your choice as to the high quality and significant growth potential of the core business against the obvious negatives.

McLaren has revealed the carbonfibre architecture for its upcoming electrified models. The focus is clearly on lightness "to cancel out the added weight of an electrified powertrain", with a "new, ultra-lightweight carbon fibre chassis".

All of which surely plays into the need for carbon-ceramic brakes - hopefully SCE's!

Https://www.autocar.co.uk/car-news/new-cars/mclaren-reveals-carbonfibre-architecture-2021-hybrid-model

Great news...and MWE have a "patented technology" for this product line too:

https://www.prnewswire.com/news-releases/mti-wireless-edge-ltd-announces-significant-multiband-antenna-deployment-301116913.html

"MTI Wireless Edge LTD. Announces Significant Multiband Antenna Deployment

As capacity demand grows with 5G rollouts worldwide, increasing backhaul throughput is required. In order to provide high backhaul bandwidth as well as high availability, 5G networks are increasingly implementing backhaul via the new multiband solution supporting backhaul with microwave and millimeter wave frequencies over one radio and one antenna.
Aug 24, 2020, 08:00 ET

TEL AVIV, Israel, Aug. 24, 2020 /PRNewswire/ -- MTI Wireless Edge Ltd. (AIM: MWE) is proud to collaborate with Aviat Networks, Inc. (NASDAQ: AVNW), providing the first and only single radio, single antenna solution commercially available and deployed in 15/80, 18/80 and 23/80 GHz.

Dov Feiner, MTI's General Manager commented, "We see this as an important milestone in our antenna offerings - we developed a new patented technology for this product line and are happy to collaborate with Aviat on this unique solution."

"Aviat is excited to partner with MTI to deliver this new technology. With the rollouts of 5G networks around the world, we are seeing a surge in demand for multi-band and we believe we have the industry's leading multi-band backhaul offering", said Pete Smith, President and CEO, Aviat Networks.

On 07 June, Aviat announced that Safaricom, the largest telecom company in Kenya, selected Aviat's WTM 4800 multiband radio platform for 5G backhaul. Multiband is uniquely beneficial in countries like Kenya, which have significantly high microwave spectrum costs. Multiband helps to lower spectrum costs by offloading traffic from costly microwave spectrum onto less expensive E-band spectrum, while still maintaining the trusted reliability of microwave."

Today's midday spike has been caused by an update by Simon Thompson on the IC website. He maintains his BUY recommendation and has increased his target price from 95p to 115p.

Also worth noting for the diary that the COVID-19 mouthwash study will only last 12 weeks, so we should know the results by the end of November/early December. Not long to wait!

Here's ST's conclusion today:

HTTPS://www.investorschronicle.co.uk/comment/2020/08/24/targeting-undervalued-small-caps/

"In fact, factoring in the likelihood of further profit upgrades – analysts have raised their earnings estimates three times since March – and the undeniably bullish trading outlook, I am raising my fair value target to 115p. Chart watchers will note that the shares are on the cusp of registering a bullish triple top break-out on a close above 90p. On a bid-offer spread of 89p to 92p, they rate a buy."

"Following the earnings, Northland Capital Market analyst Greg Gibas said that “GAN offers an attractive investment opportunity due to its attractive market share and differentiated technology /IP.” He further noted “Relative to an investment in a single online casino operator, GAN's B2B model is positioned to scale faster than many B2C operators that are rolling out in new markets and offer an agnostic way to play online gaming growth in the US.” Gibas reiterated a Buy rating on the stock with a price target of $30 (45.1% upside potential).

Currently, GAN has a Strong Buy analyst consensus. The average price target of $28.83 implies upside potential of about 39.4%. Since its listing on Nasdaq on May 5, the stock has gained about 56%."

https://finance.yahoo.com/news/gan-drops-18-larger-2q-072910829.html

Good to see the price rising again and the bid price back up to 15p.

Allenby have today issued their post-interims research note:

Http://www.allenbycapital.com/research_1041_94663042.pdf

- target price of 46p
- forecast 2.97p EPS this year, rising to 3.39p EPS next year
- forecast year end net cash of $7.7m
- forecast 5.1% dividend yield

Which makes MWE pretty cheap imo on a P/E for the year ending in four months of only 12.3, soon to drop to just 10.8.

If you strip the cash pile out, the P/E drops to single figures (and of course there's $5.5m of freehold property too).

The confidence is summarised by:

"Management’s confidence in the outlook is underpinned by order book strength and MTI is currently on track to meet our FY20 profitability expectations."

A bit of buying interest this morning.

Not long until the results on 15th September. We already know from the trading update that the results - and the outlook - will be good.

Hardly surprising given the vertiginous rise from 50p or so that the share price has had a pause for breath. The realisation that KAPE are still cheap on fundamentals should soon give rise to new highs and a share price approaching the analyst's 260p target.

New research note out from Tamesis:

Https://www.tamesispartners.com/research-portal#/portal/tamesis-partners/research/ee86d501-d4ab-481b-8d96-6258975624f8

Reads very well. The upside here is large, and pretty short-term as in the next 12 months. And good news from ALS, where CAPD get a specific mention:

Https://www.globalminingreview.com/exploration-development/18082020/altus-strategies-announces-drilling-results-from-tabakorole-gold-project/

I note that Graphex Mining - where CAPD have a large stake - have a 33% stake in ALS' Tabakorole gold project JV.

As you say sham169, the results tomorrow should be reassuring given the positive recent trading update.

The m/cap here is still only £10m. With financing and pensions now under control, hopefully the market will now turn to the encouraging outlook for the excellent and highly profitable core medical/diagnostics division (and hopefully the much smaller aerospace division will continue to perform better than expected in the downturn).

News - at last ACSO are delivering on virtual, socially distanced queueing. A prestigious, big name attraction too.

Not RNS'd (yet?), perhaps because it isn't individually material, but I'd have thought this was worthy of an RNSNON since it's certainly significant in terms of corporate news:

Https://blooloop.com/news/accesso-virtual-queuing-parc-asterix/

"accesso delivers virtual queuing solution for Parc Astérix
21st August 2020

accesso Technology Group PLC, a leading technology provider, has partnered with Parc Astérix to deliver a 100% virtual queuing solution.

accesso is pleased to announce that guests at France’s popular Parc Astérix theme park are now enjoying safe, socially-distanced visits, thanks to its 100% virtual queuing system. The park is the second-largest in the country and is located outside Paris, where it offers a fun selection of rides and attractions set over six different worlds.

Parc Astérix is using the Filotomatix virtual queuing program for several of its much-loved attractions, which is powered by accesso’s intuitive Qsmart platform and the accesso LoQueue virtual queuing solution. This means that the park is able to implement physical distancing regulations, keeping guests safe as well as reducing the amount of time they spend waiting in line.
100% virtual queuing

The Qsmart platform is user-friendly and easy to use, both for visitors and operators. It can be accessed through a smartphone, without the need to download any apps, or by using the accesso PrismSM smartpark wearables.

This virtual queuing solution leads to a contactless ride reservation and loading experience. It also adjusts to variables like guest flow as well as changes in weather and operations. The technology means that the park benefits from real-time capacity optimisation and is able to communicate effectively with guests throughout their visit.

“In accesso, we are pleased to find such a forward-thinking partner to help us welcome back our valued guests with safety and security top of mind,” says Sebastien Retailleau, Directeur Général Adjoint at Parc Astérix. “With the introduction of Filotomatix, guests will be freed from physical queues and thus able to enjoy visiting even more of our attractions and shows.”
Dynamic and reliable solutions

The French theme park is the latest attraction to turn to accesso’s virtual queuing solution in response to the COVID-19 pandemic and the need for social distancing. Just last year, accesso’s virtual queuing technology allowed more than a million guests to enjoy a more streamlined, queue-free experience at a range of attractions around the world.

“Parc Astérix is a truly iconic European park and we are thrilled to be partnering with them to redefine the experience for their millions of guests,” says Steve Brown, accesso CEO.

etc"