Member Info for rivaldo

per yesterday afternoon's late column, with a 200p target - here's his reasoning for buying (he also bought SDI, which I hold as well as GAN):

https://www.nakedtrader.co.uk/

"And another discussed at the seminar was GAN which develops and supplies gambling software and online gaming content in the states.

Demand for this software is growing over there as gambling begins to get more backing from various states.

A recent announcement says trading is ahead of expectations with demand from New Jersey and Pennsylvania where fans want to bet on US football. While it made a loss last year it should be going into a decent profit next time. The markets always look ahead.

Looks a nice tuckaway and another not affected if Labour wins. It has been spurting up the last couple of days and so far shows little sign of stopping. Target 200?"

per yesterday afternoon's late column - here's his reasoning for buying (he also bought GAN, which I hold as well as SDI):
https://www.nakedtrader.co.uk/

"I bought into a couple more shares that came up at the follow up seminar.

SDI looks a very decent share and another that came up at the seminar. It is currently breaking out of its range and the breakout looks like a powerful one.

It designs and make scientific and tech products used in digital imaging and sensing and control applications.

Profits are going nicely and it has a very small debt. Its markets look to be promising and its recent AGM statement was encouraging.

It has been gradually raising money sensibly to acquire other companies and it looks set to continue.

It looks like a rather nice Isa tuckaway with a potential 100p in time with some patience. Not a virtue most traders have!"

Nice plug here for KWS as a share to hold for the next 5 years:

Https://uk.finance.yahoo.com/news/three-shares-buy-hold-5-132921613.html

"With that in mind, here are the three shares I would buy and hold for the next five, 10 and even 30 years and beyond.

Five years

Over this relatively short term, capital growth is more important than dividends, and you can aim to take advantage of a more immediate market or technology shift. This is why for the next five years, I would buy and hold technology firm Keyword Studios.

Keyword develops tech and software predominantly for gaming, including online mega names such as Fortnite. With the upcoming implementation of 5G, online gaming is set to move even faster to mobile devices, likely vastly expanding the industry in a fairly short period of time.

By supplying multiple firms, Keyword has a hedge against any one company or game failing, but is in prime position to take advantage of the industry growth over the next five years."

Https://uk.advfn.com/stock-market/london/imimobile-IMO/share-news/IMImobile-PLC-Notice-of-Results/81089279

Good coverage here - an interview with the CEO, and more acquisitions likely:

Https://www.proactiveinvestors.co.uk/companies/news/906355/inspired-energy-pushes-to-consolidate-energy-advisory-with-more-acquisitions-906355.html

"In September, Mark Dickinson said that with revenues up 33% to £21.6mln and profit before tax soaring 55% to £3.2mln in the six months to the end of June, trading is going "in line with expectations".

Dickinson said Inspired has a "very strong buy and build strategy", using M&A to "build capability and also to consolidate a highly fragmented space" in which the company currently has "about a 13% market share".

Terrific close - with a final buy trade at 520p.....

Great news......

Https://coloradosun.com/2019/11/06/proposition-dd-pass-colorado-sports-betting-approved/

Extracts:

"Colorado became the 19th state to allow sports betting after voters narrowly approved Proposition DD thanks to strong support from people in and around Denver."

"Starting in May, people 21 and older will be able to legally wager on everything from professional sports and esports to collegiate games and the Olympics. The 33 casinos in Colorado will manage the betting either at their locations in Cripple Creek, Central City and Black Hawk, or online and through mobile devices."

"The states that already allow sports betting are: New Jersey, West Virginia, Indiana, Pennsylvania, New York, Mississippi, Arkansas, Delaware, Illinois, Iowa, Montana, Nevada, New Mexico, New Hampshire, North Carolina, Oregon, Rhode Island and Tennessee. Washington, D.C., has also legalized sports betting.

Legislatures in other states, including North Dakota, Arizona, Texas and Washington, have considered whether to allow gambling on sports but ultimately rejected it."

Excellent coverage of NTQ's recent presentation in London in a 27 minute video:

Https://www.proactiveinvestors.co.uk/companies/news/906235/enteq-upstream---proactive-oil-capital-conference-906235.html

Maunby Investment Management bought 1.62m shares in the recent placing to add to their already substantial holding. They now own 4.61m shares, or 3.39%:

Https://www.investegate.co.uk/surface-transforms--sce-/rns/holding-s--in-company/201911061001244693S/

Maunby are a new name to me. They're based in Yorkshire:
Https://www.maunby.com/

Today's earlier RNS shows three exercises of options at 9p. Good to see the resulting shares being held and not disposed.

The only options exerciseable at 9p expire in March 2020 and October 2021. It's obviously impossible to determine which these are, but I'm hopeful that these are being exercised early in order to minimise the immediate tax charge which arises on exercise - i.e the recipients are expecting news flow which will lift the share price meaningfully prior to nearer the expiry dates.

Yet another contract win - this time a nice long-term one over 5 years, providing visibility of income and which from the sound of it could lead to much more:

Https://www.investegate.co.uk/mti-wireless-edge--mwe-/rns/contract-win/201911060838544458S/

"Contract win

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 Ginat Wave India Private Limited ("Ginat"), its offset manufacturing company in India, has secured an order, from a returning European customer, totaling 1.5m Euro for the supply of cable harnesses. The order is to be supplied over 5 years.

"This is another large scale order received by Ginat" commented Mr. Ariel Melamed, CEO of Ginat. "We have been manufacturing for this customer from the beginning of the year and I am happy that its satisfaction has been demonstrated with this long term order. We look forward to further developing Ginat and becoming a significant manufacturer in the MTI Group as the demand for offset manufacturing in our business space in India is huge".

A £2k buy this morning has had a dramatic effect :o))

Confirmation today that INSE will present to Mello on Wednesday 13th November - looking forward to it:

Https://www.investegate.co.uk/inspired-energy-plc--inse-/rns/mello-london-investor-conference---13-november/201911060700053641S/

Commentary from Peel Hunt:

"Watkin Jones has reported another year of strong progress across its business segments and there is clearly scope for strong profit growth over the medium-term, says Peel Hunt. "All of the purpose built student accommodation schemes for fiscal 2020 are already forward sold, with 73% of the beds scheduled for fiscal 2021 delivery forward sold or in legals," the brokerage notes, and adds in build-to-rent the fiscal 2020 scheme is forward sold with a significant step-up in output to come in fiscal 2021 and beyond. Peel Hunt has a buy rating on the stock with a target price of 280 pence, up from 265 pence.

Looking good, with buying coming in at 70p now.

More buying today, and an upward trend being formed from the lows. Looks like there's suddenly a lack of stock around....

Encouraging to see a 15k buy at 33.75p this morning - paying well above the 33p published offer price. Followed by more small buys and a couple of ticks up.

Online you could earlier only buy a tiny maximum 1k shares at 33p, so barely any stock available as I write.

Peel Hunt have raised their target price to 280p (from 265p) and say Buy:

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

Encouraging to see a 15k buy at 33.75p this morning - paying well above the 33p published offer price. Followed by a nice move up.

Online you can only buy a tiny maximum 1k shares at 33p, so not much stock available as I write.

That what the phrase "lovely jubbly" was invented for :o))
https://uk.advfn.com/stock-market/london/gan-GAN/share-news/GAN-PLC-GAN-Announces-Favorable-Trading-Update/81064598

The tone of the outlook and commentary is as confident as you could hope for....

"2019 Outlook

The outlook for 2019 continues to remain highly positive for GAN. The Company now expects to see year-over-year revenue growth in excess of 100% for full year 2019 (2018: GBP10.6m).

Management Commentary

Dermot Smurfit, CEO of GAN, commented, "We are pleased that the ramp-up in real money Internet gambling is accelerating ahead off our budgeted expectations in Pennsylvania and New Jersey, particularly since the start of the American football season in early September. Our clients are among the leading operators of U.S. Internet gambling, leveraging GAN's proven technology Platform optimized in New Jersey over several years to convert our clients' marketing dollars into more first time online gamblers. Our clients' competitors remain locked in the multi-year optimization journey that has already been completed by GAN, granting our clients a significant and sustainable competitive advantage. Given the rapid increase in the total addressable market for U.S. Internet gambling operators and their infrastructure providers such as GAN, we expect to see continued and rapid growth."

An extremely satisfactory year end update - nicely in line and huge visibility of revenues going forward:
https://uk.advfn.com/stock-market/london/watkin-jones-WJG/share-news/Watkin-Jones-plc-FY19-Trading-Update-Capital-Mar/81064540

Plus commentary re plenty of available investor demand for BTR and ambitions to greatly increase the numbers of beds and apartments.

And this statement reads rather well:

"The robust PBSA activity in the period, coupled in particular with the increasing momentum in BtR, firmly positions Watkin Jones as the UK's leading developer and manager of residential for rent."