Member Info for rivaldo

Great to see buyers now paying the full 34p offer price. Hopefully this means that if Monday's results are indeed OK then the supply of shares on the market will be scarcer.

A tick up on the bid - perhaps the seller is running out of stock.

It's worth noting the company have stated that the £1.6m EBITDA is the minimum indicated, so hopefully we're looking at an actual result of say £1.65m EBITDA or even more.

WH Ireland have issued a new note this morning - note the £1.6m EBITDA indicated for the year just ended, plus the record cash pile:

"Croma Security Solutions(CSSG)–Corporate–

Impact from Covid only “slight”, DPS to be reinstated, a further contract win for VigilantMarket Cap £10.2mShare Price 77.5p

Yesterday’s update from CSSG reconfirms the positives highlighted in the company’s trading update on June 8th, notably the slight impact of Covid-19, the strong cash position, and the success of its premium guarding services. On the back of these drivers, the dividend is tobe reinstated at a 0.75p levelfor an interim DPS to be paid on September 4th, and this in itself should serve to reflect the company’s confidence in the outlook. In so doing, the Board is carrying through on its promise to review the original decision to suspend, taken early in lockdown, and paying tribute to the resilience of the business.

In addition to the comments on trading and the reinstatement of the dividend, the company has announced a new contract win today, worth £1.3mp.a. and starting ten months into the current financial year (year to end June ’21). The contract is to manage the security at the Edinburgh St James centre –a prestigious award which saw a high level of competition, according to the company, and which will include CSSG’sfront of house security service for offices which the company has developedin recent times.

WHI view: The typical H1 weighting of the business is present in 2019 / 20, in which the company has indicated that it expected to make £1.6m EBTIDA or more. With some one-off business concluding during the year, this remains a strong number, particularly against the Covid backdrop, which had some impact on CSSG’s retail businesses.The contract win is encouraging as displaying CSSG’s ability to win against strong competition, and the record levels of cash highlighted are also a real positive for the company in the current environment."

God to see RAI picked out and highlighted, which will hopefully bring in further buying interest:

https://www.thisismoney.co.uk/money/markets/article-8625051/MARKET-REPORT-Shares-surge-Dignity-price-cap-plan-buried.html

"Stock Watch - RA International

Outsourcing minnow RA International inked a £46million two-year deal to provide services to an engineering group that focuses on oil and gas.

RA International will be in charge of facilities management – which can include doing laundry, supplying food and cleaning – for the unnamed company in Southern Africa.

Shares in the AIM-listed business, which also sets up refugee camps for UN agencies, surged by 19.1 per cent, or 8.8p, to 55p."

The H1 results will be out on 15th September - of course we already know from the trading update that the numbers and the outlook will both be good:

Https://uk.advfn.com/stock-market/london/kape-technologies-KAPE/share-news/Kape-Technologies-PLC-Notice-of-Results/83070890

Wow - a $60m contract win covering the next two years.....this certainly is "significant".

RAI have finally delivered on those large contracts they've talked about.

And from a "new global client" too. The order book is looking very healthy now at $188m:

Https://uk.advfn.com/stock-market/london/ra-RAI/share-news/RA-International-Group-PLC-Major-New-Contract-Awar/83060977

Which reads rather well, particularly that 30% of all US gambling revenue generated in 2019 was processed via GAN's software platform:

Https://gan-investors.s3.amazonaws.com/1597236897.678deae14f42b70090e11c7ed6f037a6.pdf

Bouncing nicely now - hopefully indicating any overhang, from Miton or otherwise, is clearing.

New interview with the CEO, who looks unusually chipper, much more so than usual....

- results are proof of resilience to COVID-19
- H1 results beat analysts' expectations
- H2 is normally better than H1
- revenues for H1 are greater than entire revenues for last year
- trading has been "excellent", with "good, solid organic growth"
- it's "going to be a great second half and a great year"

Nicely prudent at this stage, with no gung-ho forecasts, just a strong degree of confidence:

Https://www.proactiveinvestors.co.uk/companies/news/926406/centralnic-boss-says-first-half-revenue-has-already-beaten-full-2019-numbers-926406.html

Newly tipped on Yahoo - at 435p RNWH are actually trading on a historic P/E of only 10.7, but let's not quibble.....

Https://uk.finance.yahoo.com/news/think-best-cheap-uk-growth-144625386.html?guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAAjUfcrPxehRYiMnmdBx92dGCz-WZLl2aSg5rDjWdzYBmXrtLxOKKj2Sk1OrPMfeW1s7jZb46FVKFu_rxX_drM3B-LmmD4m49LHxRoOOawjg4K9xwSsxNPCa9UWEqx303DwmThD9kt6jlwWirrRtqe-duYqvVEs-YdoG6TRqT5uj&_guc_consent_skip=1597213347

"I think these are some of the best cheap UK growth shares to buy today
James J. McCombie
11 August 2020, 3:46 pm

...I particularly like the look of two. They are Renew Holdings (LSE: RNWH) and HgCapital Trust (LSE: HGT), and I think they are some of the best UK growth shares to buy today.

Best UK growth share?

Renew Holdings provides engineering support services in the regulated UK rail, infrastructure, energy, and environmental markets. It also has a sideline (about 10% of sales) in high-quality residential and science building. Renew’s revenues tend to be stable as they are underpinned by long-term and regulated budgets.

These factors did not stop investors fleeing the stock during the coronavirus market crash; Renew’s share price was down 45% at one point. To shore up the balance sheet in the crisis, the dividend was cut, which also contributed to investors fleeing the stock. The share price has recovered, but even now sits at least 20% below its pre-crash highs. This makes the stock cheap, trading at just 14.66 times trailing 12-month earnings per share.

Renew Holdings has grown its earnings per share by an impressive 47.16% over the last 10 years and has averaged a return on investment (ROI) of 25.17% over the last five years. During the worst of the coronavirus lockdown, 80% of Renew’s activities continued because the work was deemed essential. As the economy picks up the remainder should return. There has also been an acquisition of a specialist road-engineering firm. This gets Renew exposure to road infrastructure along with its existing exposure to the UK government’s £640bn infrastructure package.

I think Renew is one of the best UK growth shares to buy today. There are plenty of reasons to think it will continue its robust earnings growth after the pandemic passes. That growth is available on the cheap today."

Confirmation that the H1 results will be out next Monday - it's always good to see companies which produce their results nice and quickly after the period end.

Plus there will be an InvestorMeet presentation at 10.00am for all investors, which in my experience are valuable and work extremely well:

Https://uk.advfn.com/stock-market/london/mti-wireless-edge-MWE/share-news/MTI-Wireless-Edge-Limited-Notice-of-Results-and-In/83051750

Hi Qd22, as I posted on the SDI thread, had a 10 day family holiday in the sun - I try to keep away from bulletin boards during hols to gain a bit of perspective :o))

A bit more news re the new Koenigsegg where SCE's brakes are fitted:

Https://uk.motor1.com/news/436931/koenigsegg-gemera-uk-debut-salon-prive/##

"Koenigsegg Gemera to make UK debut at Salon Privé
03 August 2020 at 10:00

The 'mega GT' is coming to Blenheim Palace.

Koenigsegg's first four-seater, the Gemera 'mega GT' will be making its UK debut at this year's Salon Privé at Blenheim Palace.

The Gemera – meaning 'give more' in Swedish - is unlike any other car on the road. Capable of hitting 62 mph in a Formula 1-rivalling 1.9 seconds, it is powered by 1700 bhp two-litre, three-cylinder engine named the 'Tiny Friendly Giant' - or TFG for short - is capable of running on conventional petrol as well as the latest renewable fuels.

Like the Regera, the Gemera's engine is mated to a single-gear Direct Drive (KDD) transmission, but is also capable of running on electric power only for up to 31 miles, or just under 600 miles in a combined hybrid mode. Furthering the car's capability is all-wheel drive, all-wheel steering and all-wheel torque vectoring.

The car is designed with global homologation in mind, with a carbon fibre monocoque, six smart airbags, stability control, traction control, ABS, ADAS 2.5, and rear seats that can have ISOFIX points mounted....

...Koenigsegg CEO and founder Christian von Koenigsegg added: "The Gemera is a game-changing model for Koenigsegg, and we can't think of anywhere better than Salon Privé to give the car its UK debut."

New blog post from IMO - how RCS can benefit the recruitment space:

Https://imimobile.com/blog/rich-messaging-an-opportunity-ready-to-be-filled-in-the-recruitment-space

"Rich messaging: An opportunity ready to be filled in the recruitment space

How rich messaging and ATS-powered automation can help recruiters engage candidates to reduce time to hire.

Written by Luke Glen, Strategic Director at IMImobile|July 29th 2020"

Hi Qd22, had a 10 day family holiday in the sun - I try to keep away from bulletin boards during hols to gain a bit of perspective :o))

A couple of other bits of news - firstly a new feature on Atik Cameras' usage in testing for COVID-19:

Https://www.atik-cameras.com/news/testing-for-covid-19-atik-cameras/

Conclusion:

"We now have thousands of cameras installed in diagnostic machines around the world, with these machines themselves undertaking thousands of tests per day. However, this merely scratches the surface of what our cameras can do in OEM applications, for more information about what our cameras can do for you please get in touch, and be sure to subscribe to our OEM newsletter to be the first to learn about our events, white papers, and cameras."

And more news re development of a new camera to be for sale by the end of the year:

Https://www.atik-cameras.com/news/the-atik-roundup-july-2020/

The H1 results - and a further operational update - will be out in just 9 days' time. We know they'll be good following the recent trading update, but it's worth reminding ourselves of the latest interview with the CEO - with some rather interesting quotes:

- "there's a wave of demand out there"
- "an absolute wall of demand"
- "we're going to have a very strong Q4 and 2021"
- all mine sites have operated unaffected by COVID-19
- 95% of revenues are gold-derived. The rest is copper via Barrick in Saudi
- the new mining services division, which won its first contract win with Allied Gold late last year, is tendering for another half a dozen opportunities

Https://www.youtube.com/watch?v=m2931E75cMQ

Encouraging trading update today - confident in at least achieving expectations, and with a healthy order book in the core business augmented by COVID-19 opportunities.

In particular, the acquisition of SLE is going well, and the language remains bullish with talk of short and medium-term earnings enhancement:

Https://uk.advfn.com/stock-market/london/inspiration-healthcare-IHC/share-news/Inspiration-Healthcare-Group-PLC-Trading-Update/83042079

Back from 10 days of holidays - great to see the share price consolidating nicely at these levels, despite a relative lack of news flow.

With so much to look forward to in the short and medium term there's lots of upside from here imo assuming ODX deliver.

Looking good - hopefully just the start of a large re-rating.

A very good trading update - H1 has delivered well over 50% of the forecast revenues for the year, whilst EBITDA is nicely in line.

From memory CNIC normally has an H2 seasonal bias, so things are looking good.

I suspect there's been a seller out there for a while, perhaps the rump of Gresham's holding. That should be largely gone by now, so progress from here should be good unless Hexonet's 3.2m additional shares come on the market from 12th August - although of course they could be snapped up by Kestrel as it would appear were many of Gresham's shares.