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Hi Victor.Value - excellent research. Very good news re the John Lewis client gain.

A single £3k buy has just moved the price up 1p, or 3%.....

Imagine what just a little interest would achieve here.

Buying coming in at steadily increasing prices, the latest at almost 15.75p.

I bought some more this week.

The gold price is up to $1,585 or so, and looks set to be at high and potentially increasing levels for some time given the current global political climate.

The Q4 trading update should be out in the next couple of weeks and judging by the Q3 outlook should be as good as the company has ever produced.

CAPD itself is on a low rating, has excellent, conservative management and has terrific asset backing in the form of its modern rig fleet. It has a load of long-term, secure contracts going forward. Plus it's moving into other high-margin areas of work and is diversifying its locations away from concentration on just a few mines and from exposure to trouble on specific contracts or mines.

There could be considerable upside from here imho.

Https://directorsclub.news/2020/01/06/rostrvm-solutions-now-part-of-imimobile/

"Rostrvm Solutions now part of IMImobile
January 6, 2020

Rostrvm Solutions is delighted to announce that it is now part of IMImobile, a global cloud communications software and solutions provider.

IMImobile’s cloud communications platform and applications enable enterprises to quickly and easily automate digital customer interactions to improve customer experience and reduce operating costs. Rostrvm’s applications power high-volume yet personalised inbound and outbound customer contact for call centres, contact centres and back office operations.

The combination of Rostrvm and IMImobile’s products provides enterprises with a comprehensive set of modular yet integrated contact centre capabilities.

Sudarshan Dharmapuri, Executive Vice President of Products at IMImobile, said: “By bringing together voice and digital customer communication channels, conversational AI and process automation into a unified cloud platform, we help enterprises deliver great customer experiences, reduce costs and evolve their contact centres into next-generation customer engagement centres.”

IMImobile has successfully worked with Rostrvm on a number of cloud contact centre implementations in recent years.

Peter Brown, Director of Rostrvm Solutions, said: “The opportunities from this collaboration for enabling digital transformation for businesses are endless and we look forward to bringing these to customers in 2020 and beyond.”

About Rostrvm Solutions

Rostrvm Solutions is an enterprise-class contact centre software company with customers in the UK and worldwide. We design, develop and support the rostrvm suite of applications that make call centres, contact centres and back office operations efficient and effective.

Solutions include inbound queueing and contact routing, outbound dialling and multichannel messaging, performance management and desktop optimisation.

Rostrvm Solutions was established in 1986 as a division of royalblue, the financial trading applications company. It is based in the UK in Woking, Surrey."

Yet another acquisition from cash, this time for around £0.5m. Looks like one of those where the founder needs to sell out given that he's retiring after completion, so hopefully the price is an attractive one for HMLH:

Https://www.investegate.co.uk/hml-holdings-plc--hmlh-/rns/acquisition/202001080700060560Z/

"The Acquisition is in line with the Group's strategy of acquiring leasehold management businesses that can quickly be integrated into the Group and that provides further regional coverage. We are pleased to welcome all the team at LML into the HML Group."

More good news today, this time a new patent in the USA which will lead to the "launch of a new generation of automatic dishwashing detergents in North America and Europe with uncompromising performance, lower costs, and increased sustainability":

Https://uk.advfn.com/stock-market/london/itaconix-ITX/share-news/Itaconix-PLC-New-patent-issued-for-detergent-compo/81483539

Lovely news today :o))

"As a result of strong trading across the business the Board now expects full year PBT to be comfortably ahead of market expectations"

Great to see no leakiness in the share price either.

Hopefully we'll see new highs today:

Https://uk.advfn.com/stock-market/london/ramsdens-RFX/share-news/Ramsdens-Holdings-PLC-Trading-Update/81483508

Victor.Value, thanks for the IU Energy info, very useful.

But you've highlighted Ignite Energy in your last post - have I missed something, or are they the same company as IU Energy?

"a significant commercial milestone".

The key phrase is: "I believe the performance and cost advantages available with ZINADOR(TM) 35L can generate new and broader use of our odour control polymers."

Yesterday's activity was due to TPG being tipped by Techinvest as one of their Tips of the Year for 2020 (and one of the Nap Tips too).

I bought in first thing having followed TPG for some years, not wanting to miss the opportunity.

So the timing looks even better given today's news!

http://uk.advfn.com/stock-market/london/tp-TPG/share-news/TP-Group-PLC-ESA-Agreement-for-ECLIPSE-Software-Su/81473609

"European Space Agency Agreement for ECLIPSE Software Suite

TP Group (AIM: TPG), the providers of mission-critical solutions for a more secure world, announces that its subsidiary, Sapienza Consulting Ltd ("Sapienza"), has signed a €2.2 million Master Service and License Agreement with the European Space Agency ("ESA") to renew its service provision and related licensing for the ECLIPSE software suite.

ECLIPSE is a suite of specialised software modules focused on space industry project management activities. ESA has been using Sapienza's ECLIPSE suite for ten years and this agreement extends its use of the system for a further three years across all its sites and Directorates.

Phil Cartmell, Chief Executive Officer of TP Group, commented:

"We are very pleased to continue our work with ESA and to support its activities through our industry-leading technology and services. The Sapienza team has established a key role in the European space community and this award underlines its contribution to and reputation in this rapidly evolving and dynamic market."

CAPD have been tipped by Mark-Watson Mitchell as follows, with a 100p target:

Https://masterinvestor.co.uk/equities/small-cap-round-up-featuring-inland-homes-capital-drilling-augean-and-more/?utm_source=Daily+Bulletin&utm_campaign=bc306b5746-Daily_Bulletin_20200103&utm_medium=email&utm_term=0_25eff0bb7f-bc306b5746-34898813

"Capital Drilling (LON:CAPD) – Trading update due soon

Well, this drill rig and mining services company’s shares gave me a bit of a jolt a few weeks ago – having dropped from a healthy 73p at the end of November.

They eased back to a recent low of 51p at one stage, with no reason apparent.

So, to see them recover over the last two weeks has been pleasing.

The company will be announcing a trading update in a couple of weeks or so. The advances that it has made in its corporate development over the last year have been impressive.

The shares, now at 63p, have a lot further to climb and the forthcoming news may well help to spur them a great deal higher.

Profile 23.07.19 @ 48p set an end Target Price of 76p.

Profile 22.10.19 @ 61p set an end 2020 Target Price of 100p."

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

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

Gold is at 7-year highs now, is up again today and is forecast to stay at high levels for some time to come given current affairs.

Which is all good for CAPD of course.

Some decent buying coming in, again at close to the full offer price with sells achieving big premiums to the bid price.

Could - and should imo - be a large re-rating here soon.

Even more great news from yesterday - this one looks huge, and secures revenues through to 2024.

AMCO have won on 5 of the 6 lots for a mighty £4 billion of Network Rail CP6 construction works for Wales and the West of England:

Https://www.constructionnews.co.uk/civils/contracts-civils/kier-and-bam-among-winners-on-4bn-network-rail-framework-02-01-2020/

"02 Jan 2020

Kier, Bam Nuttall and Morgan Sindall are among the winners on Network Rail’s £4bn construction works framework for Wales and the West of England.

The framework covers construction works for bridges, tunnels, shafts and subways in the two regions.

Network Rail's contract awards notice said contracts would run for an initial three-year period, with one-year extensions giving a potential total contract length of eight years.

It comes under Network Rail's five year control period 6 (CP6) delivery plan which runs from 2019-2024.

South Yorkshire-based AMCO Giffen, formerly Amalgamated Construction, won on five of the six available lots.

Lot Contractors
Wales - Civils Alun Griffiths, AMCO Giffen, Centregreat Rail
Wales - Geotechnical Alun Griffiths, AMCO Giffen
Wales - Metallic structures Alun Griffiths, AMCO Giffen, Centregreat Rail
Wales - Signalling power and communications, electrification and plant AMCO Giffen, Kier
Western - Lot 1 Bam Nuttall, Hochtief UK, Morgan Sindall
Western - Lot 2 Alun Griffiths, AMCO Giffen, John Graham, R&W Rail

It is the first control period to be delivered under the operator’s new regional structure, which devolved responsibility for infrastructure projects.

Western region works in CP6 include integration of Crossrail’s Elizabeth Line into the network and renovation and refurbishment of the roof of Bristol Temple Meads Station, Network Rail has said.

In Wales works include investing £135m to improve signalling reliability and repair, maintenance and renewal of more than 35 bridges including at River Neath Swing Bridge, Kidwelly Viaduct and Llangadog Viaduct."

I came across my notes from CNIC's presentation at Mello in November and thought some might find them useful. Main points are:

- 90% recurring revenues
- new revenue streams in cybersecurity, hosting and brand protection
- less than 1% of customers change supplier every year
- annual subscriptions are paid in advance, so cash conversion is almost 100%
- as a fixed cost business, scale increases profitability
- acquisitions are from founders who want to leave the business or have partners with different priorities

Most interestingly, at $300m revenues CNIC would expect to list on the NASDAQ. This would surely mean a huge re-rating to match CNIC's sector comparators already listed in the USA.

CNIC are now at almost $200m annual pro forma revenues. The CEO's target is $1 billion.

Looking encouraging online. Earlier I could sell 150,000 at a premium at 18.1875p, but only buy a maximum 90,000 at 18.99p.

EDIT - another 56,000 of buys has moved the bid price up to 18.2p and presumably improved the online situation even more. Including yours LordofBurnley (not so sure about the words of wisdom though!).

Ory's bought another 100,000 shares at 44.5p - he now owns 7.01m shares, or 3.75% of the company:

Https://www.investegate.co.uk/xlmedia-plc--xlm-/rns/director-share-purchase/202001021100045579Y/