Member Info for rivaldo

Large director share buying post-results this morning at between 16.9p-17.4p....by the entire Board.

That's just over 1,400,000 shares at a cost of around £240,000.

Most importantly the CEO has bought almost £100,000 of shares. And the CFO - who's normally the least wealthy and most cautious Board member - has bought almost £75,000 of shares at 16.9p.

Good to see the price move up 1.5p on a single 10k buy.

Given 4.6p EPS forecast to this September, SUR are at last (just about) on a double figure P/E :o))

Looking good again.

Rising nicely again today, and 500p being paid now by buyers.

Nice rise to new highs on almost no trades - I assume there's a delayed Buy trade which we'll see later.

Great to see the bid price up to 1500p, and the spread down nicely too.

Peel Hunt retain their Buy and 25p target:

Https://investing.thisismoney.co.uk/broker-views/

Very good results today - ahead of expectations - and a strong outlook despite the pandemic.

INSE achieved 1.74p EPS, ahead of the 1.7p EPS forecast.

The Corporate Order Book is actually well up from the 31st December year end - at 30th April it's £60.1m compared to £57.5m at December. And INSE already has visibility of almost £40m of Corporate Division revenues for this year, plus Ignite Energy and the SME division's revenues - comparing well to last year's total Group revenues of £49.3m.

The Corporate Division was completely unaffected by COVID for Q1, and the Group has "delivered profits significantly ahead of the downside scenario during April", whilst the small SME division has mitigated its decline significantly with furloughing and cost-cutting.

INSE looks in good shape, and this in particular looks very promising:

"The growth in Optimisation Services revenues remains a focus of the Group in 2020 and beyond as this represents a significantly greater market than traditional Assurance Services.

The validity of this strategy is underpinned by our strong start to Q1 where we successfully completed our first cross sell to Ignite notwithstanding the challenges faced due to COVID-19. Furthermore, the Board has noted a significant upturn in the number of inbound queries from clients in relation to Optimisation Services arising out of a focus from the client base on Net Zero Carbon objectives and the significance of ESG reporting."

CAPD's investment in PDI is looking even better as PDI's share price is moving up fast. It's now at 0.1 $AUD, up from 0.074 only two weeks ago.

So CAPD's stake is now worth $9m $AUD, or almost £5m - around 5.4% of the m/cap on its own...

New blog post today FYI outlining REAT's "Infection control methodology #1: a guide to ATP testing":

Https://www.reactsc.co.uk/post/infection-control-methodology-1-a-guide-to-atp-testing

I see Graham Neary covered VLE in his Friday update after the results. VLE are of course the largest holding in his portfolio - anyone got access to his comments?

Https://www.stockopedia.com/content/small-cap-value-report-fri-29-may-2020-riots-jdg-jsg-vle-shi-613843/

Good to see £5k of buys cause another tick up today, with buying at around the full offer price.

New recent highs as per the chart and Friday's close, and great to see the bid price up in the 460p's. It looks like there's been a seller around recently selling into every rise, but perhaps Friday's late rise signals the end of the overhang.

And SCSW covered RNWH positively in yesterday's issue, concluding that RNWH "remain a strong hold/buy".

CAPD are the main Buy tip in the Midas column today:
https://www.thisismoney.co.uk/money/investing/article-8372197/MIDAS-SHARE-TIPS-Set-sights-Capital-Drilling.html

This is great news. CAPD has been under the radar and undervalued for too long.

It could easily trade nearer 100p as per Tamesis Partners' analyst price target, given its excellent reputation and respected management, cheap fundamentals and especially the sound Balance Sheet and huge tangible asset backing which limits the downside.

Good to see the full 1500p offer price now being paid.

Sagi has taken not only the entire 2.35m shares sold yesterday by the directors at 200p, but he's also bought another 1m shares on top of that!

Quite a vote of confidence in the company.

Nice 500,000 share buy at 2.41p just now. And the CPO price is rising nicely - back up to $570 as of Wednesday.

Moving up on every buy - even after just a 3k buy just now.

Nice technical summary as to why RNWH is good value:

Https://uk.finance.yahoo.com/news/renew-holdings-share-price-454-140919040.html

Extract:

"To find high ROE stocks whose fantastic business models are being rewarded by the market, you can create a stock screen that selects only stocks with both positive one-year relative strength and upgraded current year broker forecasts. The former ensures these shares have been outperforming the market and the latter suggests outperformance can continue.

One of the stocks that currently qualifies for this simple screen is Renew Holdings. The group has:

A trailing twelve month return on equity of 22.9%
An average current year EPS forecast upgrade of 1.94% from brokers, and
A one-year relative strength of 19.6%

Stocks exhibiting these traits are typically a solid mix of quality and momentum. Renew Holdings has a Quality Rank of 56 and a Momentum Rank of 94.

Studies indicate that combining factors such as Value, Quality and Momentum is a more effective way of outperforming the market over longer time frames. That's why we have constructed our StockReports to give an instant impression of how well exposed Renew Holdings (LON:RNWH) is to these three factors."

Https://www.wftv.com/news/local/lake-mary-company-creates-app-theme-parks-utilize-virtual-queues-through-phones/JDMGSLLB7JDGHLANWR4SROLOC4/

"Lake Mary company creates app for theme parks to utilize virtual queues through phones

LAKE MARY, Fla. — A Central Florida company has created a high-tech way for theme parks to manage their lines and keep people apart once they reopen.

Accesso, based out of Lake Mary, has come up with a virtual queue system that will allow you to reserve your place in line through your phone, then step out of line.

“You simply go into your smart phone, go into the attraction you want to experience,” said Steve Brown with Accesso. “You click the box. At that point you’re entered into the virtual queue and the smartphone counts down until it’s your time to ride.”

The app, however, will not let you book all your rides for the day and then just let you roam the park waiting for your phone to vibrate.

But the app can still eliminate some waiting as parks and rides are expected to operate with less capacity.

The technology is being used in two parks right now -- one in the Netherlands that reopened Monday and another in Indiana that will reopen June 14. Both parks reopened yesterday with 100% virtual queues."

...and up another 0.5p after a 50k buy at 16.5p.