Member Info for rivaldo

Nice - a £752,500 buy at 430p just reported....

A slightly odd RNSNON, but good to see anyway. The main takeaways are the loyalty of the extensive customer base and the positive "forward momentum" going into 2020:

Https://www.investegate.co.uk/accesso-technology--acso-/rns/positive-momentum-with-renewals-and-new-contracts/202002130700198374C/

Extracts:

"Positive momentum with renewals and new contracts

accesso Technology Group plc (AIM: ACSO), the premier technology solutions provider to leisure, entertainment and cultural markets, saw positive momentum in 2019 with several noteworthy customer renewals and 43 new or expanded ticketing contracts....

....Steve Brown, CEO of accesso, commented:

"Our range of products continue to deliver powerful business results for our clients around the globe, paired with highly personalized service and support from our exceptional staff. These contract wins and renewals reaffirm the strength of our product offerings, underscore the confidence our customers have in our solutions, and start us off with forward momentum in 2020."

PS : the poster "barchid" appears to have taken "agin" me :o)) These are discussion boards, some you win and some you lose. I originally invested in ACSO around 50p or so (and have been posting about ACSO since I did so), rode it all the way to 3000p, sold a few, and rode the rest all the way down again to the now 440p. So does that count as a win or a lose? I know where I stand! Oh well, peace and love and all that.

Finncap's latest update shows them retaining their 125p price target:

"V6 shows Pelatro offers a world class solution

Pelatro has launched the new version 6 of its flagship mViva Platform, boasting several new advanced features and taking a lead at the front of the market. The mViva Platform comprises a number of products and modules including Contextual Marketing, Loyalty Management and Data Monetization, and this updated version will further differentiate Pelatro from the competition. At this stage, we make no change to forecasts or target price.

Several new features: V6 offers a new campaign management framework called State Flows, able to manage a complex journey for any customer over a long time period, driving better engagement and experience, which in turn results in lower churn and more revenue. It also boasts better data collection technology (vital as data transactions continually grow) and higher availability to send out special offers in real time with minimal delays, in order to capitalise on immediate opportunities.
.
Maintaining its edge: Pelatro may have started in developing regions, however this update emphasises that it offers the very best technology available to telcos. It is absolutely not simply a cheaper alternative to the large predominantly US-based
competition. It has a world-class, cutting-edge solution able to outperform in many areas. Pelatro competes on quality, not price."

Nice :o))

The CEO presented yesterday afternoon at the Cenkos/Shares conference in Islington.

It went very well imo. He laid out the simple and clear strategic plan, and noted the ridiculous P/E of only around 4 and the swift and continuing reduction in debt and therefore finance costs.

In particular, both at the stand and in the presentation, there was a feeling that the environmental standards previously referred to may be lessened/diluted, leading to a reduction of costs for OPG against forecasts.

With main input costs hedged to around 60%, EBITDA should continue to increase nicely.

I've bought a few more and am also happy to wait for what could be a substantial re-rating and collect more shares in the form of scrip dividends to benefit from the re-rating.

If you Google Ganymede and HS2 you get the following confirmation that HS2 are indeed a Ganymede client (though I can't specifically find this extract on the actual web page!):

"www.ganymedesolutions.co.uk › disciplines › rail

Rail · Ganymede - ganymede recruitment logo
Ganymede Solutions specialises in Manufacturing, Infrastructure, Civil, ... and clients such as: Network Rail, Natural England, HS2, Environment Agency."

Excellent news today....

Https://uk.advfn.com/stock-market/london/itaconix-ITX/share-news/Itaconix-PLC-New-Supply-and-License-Agreements-wit/81730080

"New Supply and License Agreements with New Wave

Itaconix is pleased to announce that it has extended its commercial relationship with New Wave Global Services Inc. ("New Wave"), a leading North American detergent supplier, with a licensing agreement for a new dishwashing detergent formulation and a supply agreement to support the growth in the Company's polymer volumes used in New Wave products.

The new dishwashing formulation is based on the new Itaconix(R) TSI(TM) 322 detergent polymer which the Company introduced last month. In December 2018, Itaconix announced a license agreement with New Wave for a new triple-chamber dishwashing detergent pod based on Itaconix(R) CHT(TM) 122. New Wave has gained new accounts and grown its volumes, with the formula now used in private label brands at retailers throughout North America. The new formulation offers New Wave additional competitive advantages available with Itaconix(R) TSI(TM) 322. Roll-out into an expanded customer base for New Wave is expected to commence later in 2020.

The supply agreement provides New Wave with certainty on the pricing and supply of up to 1,000,000 lbs. of the Company's detergent polymers over the next two years as New Wave volumes are expected to ramp-up from both existing and new customers.

John R. Shaw, CEO of Itaconix, stated: "We look forward to accelerating our work with New Wave on the opportunities ahead for a new generation of dishwashing detergents. With these agreements and other prospects providing a strong pipeline, I am excited about our growth trajectory and broader recognition our polymers are gaining as key differentiating ingredients in major consumer products."

So I assume that today's HS2 approval could be very beneficial to RTC via its Ganymede division....

Https://www.ganymedesolutions.co.uk/disciplines/rail

"Supporting original equipment manufacturers, train and freight operators and national main contractors, Ganymede recruit across all stages of rail projects, including design and development, build and installation and testing and commissioning.

Our rail division is one of the leading suppliers of contingent labour services in the industry, supplying more than 1,500 onsite personnel to the rail industry across the UK. As a RISQS approved supplier, we provide fully qualified multi-disciplined personnel to work in partnership with our clients on national rail, underground and metro system projects.

RAIL RECRUITMENT

?We recruit for a wide range of jobs across rail, including operations, rolling stock, civil engineering, systems and labour supply.

Hover over each area below for a preview of the specific jobs we recruit."

New all-time highs today - and on almost 1m shares traded too, so very healthy volumes and demand out there.

Yet at 420p AFHP are still only on a current year P/E of 12.8.

Rather a good day :o)) New highs a-coming methinks.

I will repeat my previous post as to RNWH's involvement in the now-approved HS2:

RNWH have already been named as one of Numis' top three beneficiaries of HS2:

Https://www.sharecast.com/news/broker-recommendations/costain-balfour-and-renew-best-placed-for-hs2-and-other-rail-gains--3138573.html

"AIM-listed Renew Holdings "offers the greatest exposure to rail opex" in the analysts 'universe' of stocks."

And RNWH themselves say on their web site about the opportunities in Rail - also note the many tunnels and tunnel improvements which will be required under HS2. Tunnel work is RNWH's speciality:

"Investment in Control Period 6 ("CP6")3 £48bn

CP6 is expected to see a 25% increase in spend on operations, maintenance, support and renewals.
Opportunities will arise from the integration of HS2 with the existing rail infrastructure.
Long-term investment is required to deliver renewal and maintenance services on London Underground and Train Operating Company assets."

Good, solid 9 months trading statement - nicely in line, and debt down 22%....plus the outlook is confident too:

Https://uk.advfn.com/stock-market/london/opg-power-ventures-OPG/share-news/OPG-Power-Ventures-plc-3Q-FY20-Trading-Update/81717772

Last night's late RNS shows Harwood Capital/Oryx continuing to buy.

They now own over 15%, with 6.925m shares. They've added another 538,000 shares since November's last disclosure.....

Https://www.investegate.co.uk/hml-holdings-plc--hmlh-/rns/holding-s--in-company/202002101726065442C/

in which he talks about ACSO from around 36 minutes in.

He states ACSO are "really cheap" on a "compelling" valuation, with 80% recurring revenues etc. Typical such businesses go for 3-5 times sales, so ACSO could go for 1000p or more as a "fallen angel" with lots of upside:

Https://cube.investments/cube-podcast-21-paul-hill-talks-boeing-bitcoin-more/

Firstly:

Https://www.*************.net/centranic-group-ceo-ben-crawford-more-than-happy-with-performance/

My highlights:

- CNIC has doubled in size in 5 of the last 6 years
- it's forecast to do so again this year after the acquisitions
- highly cash-generative
- high recurring income

And here's another interview with him about the rise of AI, data and analytics:

Https://middleeast.businesschief.com/technology/2716/CentralNic-Plc:-the-rise-of-AI-data-and-analytics

Extract:

"How is your company evolving alongside new trends?

At CentralNic, we are helping to power many of these trends. For example, we consult to a number of Governments in the GCC and around the world on policy, technology and business issues that contribute to the growth of local digital economies.

We have the privileged position of serving businesses from small companies to the global 1000 in almost every country in the world, providing us with insights into market trends that allow us and our clients to stay ahead on the curve.

What would you say is your company’s biggest success to date?

Since we IPOed, CentralNic Plc has doubled in revenues six out of the last seven years, and accomplished many noteworthy achievements along the way. But I promise you our greatest successes lie before us!"

Good to see from IPL's accounts that they were moving into "free from" recipes. These are not only very popular but command high margins (those with coeliac disease particularly are forced to pay whatever is charged).

With scope to rationalise the freeholds (and maybe sell some or all of them) plus other synergies this purchase could be terrific value for £1.25m given a prior £7.6m turnover (currently £5m annualised).

New presentation by the CEO at Equity Development:

Https://www.equitydevelopment.co.uk/webinars/?d=2023<kn=0e62a50a80b638eb469bf9eae6a9d78etukTeA%3D%3D

"Richard Simpson, CEO of Watkin Jones Group, presents the growth opportunity within the Build to Rent sector (BtR), and the further building and replacement programme that they are pursuing in Student Accommodation. This, combined with their Fresh Living accommodation management brand, gives them incredible insight and an opportunity to become no.1 in BtR."

Allenby Capital today retain their 46p target price for the time being:

"MTI Wireless Edge Ltd* (MWE.L, 38.5p/£33.8m)
$1.5m contract win (10.02.20)

St Petersburg office of MTI Summit, MTI's Distribution & Professional Consulting Services Division, has secured a contract worth c. US$1.5 million and is for the supply of radio frequency components to a Russian customer for delivery in 2020. It is the office's largest order to date and management also reports a good order book.

MTI Summit, acquired in 2013 represents 40 international suppliers of radio frequency and microwave components and sells these products to customers. MTI also acts as a consultant to all parties and assists with devising radio frequency and microwave solutions, as was the case with this contract win.

No change to forecasts and fair value of 46p/share.

Allenby Capital comment: MTI's Distribution & Professional Consulting Services Division has performed particularly well since the 2018 merger with MTI Computers Software and Services (1982). In the first nine months of FY19, revenue increased 36% to $8.1m and segmental profit increased 95% to $0.9m, as projects where MTI has designed solutions have started to mature and other design wins have converted into revenue. The division also benefits MTI's antenna business. Forecasts and fair value of 46p/share unchanged."

Sneller has bought more than 1.4m shares since his last disclosure - he now has 10.2% of SCE.

Quite a large vote of confidence:

Https://www.investegate.co.uk/surface-transforms--sce-/rns/holding-s--in-company/202002100827124695C/

Good to see yet another new range of additives about to be commercialised, this time "ranging from biodegradable plastics to decorative paints".

Given the "successful customer trials", hopefully revenues shouldn't be too long coming:

Https://uk.advfn.com/stock-market/london/itaconix-ITX/share-news/Itaconix-PLC-New-BIO-AsterixT-Product-Line/81706991

"John R. Shaw, CEO of Itaconix, added: "BIO*Asterix represents a broad new frontier for Itaconix and the value of itaconic acid chemistries. We are confident from the early success of customer trials that our new BIO*Asterix products will become key additives in numerous applications and generate new revenues in the years to come. We look forward to reporting progress as our efforts advance."

Great news - a rather large $1.5m contract win, with the hint at the end that there's much more to come:

Https://uk.advfn.com/stock-market/london/mti-wireless-edge-MWE/share-news/MTI-Wireless-Edge-Limited-Contract-Win-worth-appro/81706953

"Contract Win worth approximately US$1.5 million

MTI Wireless Edge Ltd (AIM: MWE), the technology group focused on comprehensive communication and radio frequency solutions across multiple sectors, is pleased to announce that the St Petersburg office of MTI Summit has secured a significant order for delivery in 2020 from a Russian customer. The contract is worth approximately US$1.5 million and is for the supply of radio frequency components.

Operating under the Group's Distribution & Professional Consulting Services Division, MTI Summit represents 40 international suppliers of radio frequency and microwave components and sells these products to customers. Expert knowledge of both the international suppliers and customers further enables MTI to act as a consultant to all parties and assist with devising radio frequency and microwave solutions, as was the case with this contract win.

MTI's CEO, Moni Borovitz, commented: "Since the acquisition of Summit by MTI in 2013, this division has traded under the MTI Summit brand and has been growing very satisfactorily. Customers are increasingly recognizing our ability to source radio frequency and microwave components and to be an active partner in helping to solve design challenges by offering suitable components for a particular solution.

This win is particularly good news for our St Petersburg office, as it is their largest order to date. In addition, there is an order book of further Russian orders which bodes well for this office and for the division as a whole in 2020."