Member Info for rivaldo

Just announced this morning - RNWH's Seymour Civil Engineering win a place on the Government's "Minor civil engineering works (up to £3m) – Total value £1.5bn" framework for the North of England for the next 7 years:

Https://www.constructionenquirer.com/2020/01/02/14-winners-named-for-government-projects-over-80m/

Good to see the 250,000 shares traded this morning are all buys, including a 120,000 buy at the full 18.5p offer.

Which will increase palm oil imports in India "by the world’s biggest edible oil buyer in the coming months" and so should further support the CPO price:

hTTps://www.nst.com.my/node/552463/amp

Now at the highest since 2007.....

Happy New Year to all here. I'm optimistic that 2019's excellent performance will continue in 2020.

I think the prospective P/E of 10 mentioned is incorrect - and much too high - given the Zeus Capital forecast of around 10.4p EPS for next year (assuming Zeus haven't mangled their research note numbers and got pence confused with cents).

https://www.ii.co.uk/analysis-commentary/five-aim-share-tips-2020-ii510058

"CentralNic (CNIC)

Domain name registry and services provider CentralNic (LSE:CNIC) is becoming a major player in the international internet domain names business. It is a profitable and cash generative business.

CentralNic is an international consolidator of the internet domain registry sector. Last year, Germany-based KeyDrive reversed into CentralNic and this year it acquired TPP Wholesale, a business covering Australasia, Hexonet, which has operations in Canada and Germany, domain name retailer Ideegeo Group and most recently Team Internet from Matomy Media for $48 million.

The company’s direct customers are the retailers of domain names and CentralNic also has retail operations of its own. The company is moving into added value services and Team Internet will make it a more significant part of the business. CentralNic also has the right to distribute a range of internet domains.

In the nine months to September 2019, CentralNic made EBITDA of $13.1 million on revenues of $77.1 million.

The Team Internet deal is immediately earnings enhancing before any cost savings. Net debt has increased on the back of the acquisition, but the group is cash generative so the debt will come down significantly over the next two years.

The CentralNic share price has started to move ahead in the past couple of months, but it still fails to reflect the full potential of the acquisitions that have been made in the past two years. The company also intends to start paying dividends.

Because CentralNic reports in dollars so the underlying multiple depends on the exchange rate, but the shares are trading on around 10 times prospective 2020 earnings. Buy. "

https://tinyurl.com/tz5pu9q

"But I’m determined to finally break this string of bad form and this year I’m pinning my hopes on engineering-services provider Renew Holdings.
The Leeds-based firm is bucking the trend and performing well in the engineering sector. It has enjoyed continued organic growth, along with a growing dividend.
The firm’s share price has seen a sharp upward turn in the month of December off the back of a strong set of preliminary results in November.
Renew has a proven track record of revenue growth and profitability and cash generation.
Group revenue was up 11 per cent to £600.6m from £541m in 2018.
Dividend for the full year was up 15 per cent to 11.15p, while adjusted operating profit was up 23 per cent to £38.3m.
Analysts at Shore Capital said: “We think its current rating fundamentally undervalues the business, possibly due to its association with contractors that have a much higher-risk profile, in our view due to the relative size and low-volume of their contracts compared to Renew’s.”
The firm also benefits from visibility of revenues for long-term frameworks, a high operating profit margin, strong cash generation and has an established market position with UK infrastructure investment expected to grow.
All these factors are enough to inspire confidence heading into the New Year.
And that’s why I’m backing Renew to help me to return to form.
Renew Holdings closed 2019 at 546p."

Worth reiterating the latest forecasts - at the current 60p share price that's a P/E of just 5.3 and a 7.6% dividend yield!

this year : 9.9p EPS, 4.16p dividend
next year : 11.4p EPS, 4.57p dividend

Very strong end to the year - and buying coming in at the full 88p offer price now.

Could well be lots more to come in 2020. Happy New Year to all.

Impressive recovery. Seems like it's moving up on almost every buy now.

Buying coming in at 578p now, and more new highs.

Happy New Year to anyone else who happens to alight on this very quiet thread :o))

which should reduce costs and increase synergies:

Https://ganymedesolutions.co.uk/news/ganymede-announce-new-end-to-end-service-offering-following-merger-with-ata-recruitment/

"Ganymede announce new end-to-end service offering following merger with ATA Recruitment
Dec 11, 2019

Ganymede, a leading supplier of contingent labour to the infrastructure sector will provide a new focused end-to-end service offering to the industry in 2020, following a merger with the infrastructure and transportation divisions of its sister company, ATA Recruitment.

From January 2020, Ganymede will be able to offer the rail, construction, energy, highways and water sectors a complete suite of diverse people solutions. From design, project management, commercial and engineering staff to on-site labour, Ganymede can now support clients throughout the full lifecycle of infrastructure projects, from tender to completion.

ATA Recruitment, also part of the £90m Derby-based RTC Group, boast over 50 years’ experience in white-collar contract, permanent and executive recruitment, and have supported some of the UK’s biggest rail and infrastructure projects. This expertise combined with Ganymede’s workforce solution management capabilities makes the newly expanded Ganymede business a clear partner of choice for major infrastructure companies across the country.

Operating within the same markets, and sharing many mutual clients, the decision to merge the infrastructure and transportation divisions of ATA Recruitment was made with client offering and ease in mind.

Paul Crompton, Managing Director of Ganymede who continues to head the business, said: “I’m delighted to announce the merger of Ganymede with the infrastructure and transportation divisions of ATA Recruitment, which will create a large-scale business, offering a holistic client proposition. The aim of the combined business is to support our clients with diverse people solutions, offering the relevant skills to design, build and maintain infrastructure across the country. This is an exciting chapter in the growth of Ganymede which will create opportunities for our existing staff, alongside new jobs and a commitment to make a positive impact on wider society”.

From January 2020, Paul Crompton will also oversee ATA Recruitment as he is appointed as Managing Director to drive forward ATA Recruitment’s existing engineering and manufacturing division, which will continue to operate from their established offices in Leicester and Leeds.

With the merger of ATA’s infrastructure and transportation divisions officially taking place seamlessly with Ganymede from the start of January 2020, clients will continue to receive the excellent level of service that the company strives to offer, along with the additional benefit of a much larger service offering from their regional offices in Derby, Doncaster, Crewe, Milton Keynes, London, Portsmouth and Cardiff.

etc"

How IMImobile is leveraging AWS to help enterprises deliver seamless customer experiences....

Https://yourstory.com/2019/12/imimobile-leveraging-aws-seamless-experience

Extract:

"Customer experience has become the defining battleground for leading consumer businesses. Customers 2020: A Progress Report by Walker states that 86 percent of consumers are willing to pay more for great customer experience and, by 2020, customer experience will overtake price and product as the key brand differentiator. Consumers now look for seamless ‘digital first’ experiences and want to interact with brands over messaging channels like WhatsApp, Facebook Messenger, Apple Business Chat and SMS. However, many established businesses are struggling to keep pace with these changing customer expectations due to legacy technology infrastructure and fragmented systems.

Solving this problem is where IMImobile has carved a niche for itself. Delivering an unmatched customer experience Founded in 2000, IMImobile is a global cloud communications software and solutions provider headquartered in London, with offices across the globe. The company offers an integrated suite of platform and applications to help businesses improve customer experience and reduce operational costs. IMImobile’s clients include organisations such as Hermes, Centrica, AA, O2, EE, BT, Walgreens, Pizza Hut, Vodafone, MTN, Best Buy, Express, three major retail banks in the UK and public-sector organisations, globally. IMImobile’s enterprise cloud communications platform, IMIconnect, enables businesses to deliver frictionless customer experiences across 10+ channels including SMS, Email, Push and In-app Messaging, WhatsApp, Apple Business Chat and RCS, through AI-augmented inbound and outbound communications. This includes customer interactions such as appointment management, complaint handling, consent management, fraud alerts and payment notifications, omnichannel live chat, order tracking and management, and so on....

.....Next steps for IMImobile and AWS With the modes of communication constantly evolving, services like Amazon SageMaker and Amazon Polly are positioned to extend and enhance IMImobile’s conversational AI capabilities."

Just announced 6 days ago - to clarify, this is for up to £4 BILLION of infrastructure work across Network Rail's Western and Wales region for the next 3 years:

http://www.constructionenquirer.com/2019/12/25/winners-named-for-4bn-rail-regions-upkeep/

And AMCO have won significant places as one of only two to four contractors on four of the six available lots.

More lovely large and secure income streams going forward.

The P/E is even in double digits now :o))

Lots more to go for though imho. Happy New Year to all here.

Good to see KAPE on the move again - this and GAN have been two of my bigger winners this year. Lots still to go for though imo.

Happy New year to all those here.

A rather nice end to the year (and KAPE is lifting off once again too).

Happy New Year to all here - 2020 should be another good one for this share.

Great to see some activity here on what should be a very quiet day. Maybe Network Rail have had to increase their usage of Ganymede staff after all the flooding and landslip etc recently?

Still looks great value on forecast 11.4p EPS and a 4.57p dividend for the year about to start.

I just bought a few more which were suddenly available online after this morning's trades.

Online now looks great - I can only buy a maximum 30,000 at 3.6p, but can sell a huge 400,000 at 3.5p.

The bounce continues - back to 75p should just be the first target imo, with what should be a very good Q4 trading update due in only 3 weeks' time.

This reads well, updating on INSE's partnership with the Birmingham Chamber of Commerce:

Https://inspiredenergy.co.uk/successful-start-for-chamber-partnership/

Happy New Year to all here - imo there's substantial upside to be had from INSE in 2020.

Starting with January's trading update.