Member Info for rivaldo

Nice :o))

Https://uk.advfn.com/stock-market/london/gan-GAN/share-news/GAN-PLC-GAN-Reports-Q3-2019-Key-Performance-Indica/80832690

"Unprecedented year on year growth rate" in Q3.
Plus "strong growth in real money regulated gambling in the US"
Plus "Active Player-Days at 5.4 million is an increase of 59% year-over-year and increase of 13.5% quarter over quarter"

Bounce coming methinks....

"The exceptional growth rate year on year is exaggerated by (i) mass-market U.S. Internet sports bettors in New Jersey crossing over into the online Casino before, during and after sports events, which is proving particularly lucrative for GAN; and (ii) the faster-than-anticipated ramp-up of Pennsylvania Internet gamblers, since launch in June 2019, which today sees more Pennsylvanians gambling online than residents of New Jersey, which has been online since November 2013 (with Internet sports betting since September 2018)."

- nicely in line with expectations
- "good organic growth"
- "strong order book"
- CP6 has started well
- net debt halved and down to levels where we can expect further acquisitions

As of today, RNWH is on a current year P/E of just 9.3 with consensus forecasts of 41.74p EPS. Much too low.

Onwards and upwards from here.

Interesting times. A couple of small buys have led to another move up - I assume the trades at 15.33p are sells which achieved big premiums over the 15.1p bid price, indicating there's demand for stock out there.

For the record, Mark Watson-Mitchell updated in his small cap round-up for Master Investor this weekend and said:

"Surface Transforms (LON:SCE)

This cracking little loss-making company is going to really get it together within the next couple of years. Gamblers will then kick themselves if they had not jumped aboard at around the current levels.

On Thursday, it announced that it had been selected as a tier one supplier to a major high-performance automotive company of a carbon ceramic disc brake.

The company, it appears, is getting very excited about this relationship, which has now been turned into an order worth £400,000, which will be delivered before the end of this trading year to 31 December.

The shares went 2p better on the news to 25p. Mark my words, my 30p target price could be in sight very soon."

Liberum have issued a new broker note today and reiterate their Buy recommendation, with an unchanged price target of 568p.

H1 results are out, and show a slow improvement in the numbers, but much increased optimism about the overall health of the business following the long transition to SaaS.

The £4.6m m/cap compares to $6.2m cash - plus a net $2.1m trade receivables less payables, of which a further $1.5m has been received since 30th June.

The outlook statement shows where they're heading:

"SimiGon's outlook is positive primarily due to its current technologies, R&D roadmap and the overwhelming need to provide millennials and Generation Z with VR, MR, AR capable, immersive training solutions. Government and Civilian requirements for proficient operators in multiple domains of zero risk tolerance such as aviation and energy, is a challenge the Company looks forward to capturing and realizing the growth foreseen by investors."

Let's hope this statement is realistic. If so there's significant upside here:

"Our true achievement is the foundation we have created for future growth and return to profitability."

Very reassuring RNS, good news. H2 trading is going well, no further funding will be required, organic growth continues to thrive, future acquisitions will be from free cash flow.....time to re-rate back upwards:

Https://uk.advfn.com/stock-market/london/afh-financial-AFHP/share-news/AFH-Financial-Group-Plc-Business-update/80821933

....hmmm...another 130,000 shares just bought at 16p, a full 0.5p above the 15.5p published offer price. Very keen.

Hi Lord of Burnley, I also topped up not long ago. A bargain imho.

Merlin have just announced a new Legoland to be built in Sichuan Province in Western China, opening by 2023.

More recurring revenues for years to come for ACSO then:

Https://www.investegate.co.uk/merlin-entertain--merl-/rns/legoland-sichuan/201909270910189397N/

And also:

"LEGOLAND Sichuan will be Merlin's eleventh LEGOLAND Park following the announcement of LEGOLAND New York (scheduled to open 2020) and LEGOLAND Korea (scheduled to open 2022). Discussions continue regarding opening further LEGOLAND Resorts in China."

Jefferies have today raised their target price to 279p (from 253p) and say Buy:

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

...and there's the big buy trade just reported - 217,342 shares bought at 15.5p.

Another tick up - two days in a row :o))

Probably a delayed reported buy to come (or background demand), as I can't believe the 24k reported bought this morning so far have caused it unless there's a severe shortage of stock.

OT: LOB, yep, OPG is only a small holding (much prefer INSE!). The spending to combat emissions etc was unexpected, but OPG are on a very, very low rating. Shouldn't take much news flow to get it moving. As long as coal prices stay stable.

Great to see Naked Trader buying in here. For the record, here's what he says:

Https://www.nakedtrader.co.uk/

"We chatted pawnbrokers and compared H and T with Ramsdens. I made a decent sum on H and T already but am out now.

Ramsdens (RFX) looks the one to be in as it has net cash whereas H and T has some net debt.

With the support of net cash Ramsdens looks to be the better value. I have made some money on this one before and it seems to be very gently rising.

If things go pear shaped this one could even rise as gold would probably go up and I suppose more people will pawn their goods."

Great to see Naked Trader buying in here. For the record, here's what he says:

Https://www.nakedtrader.co.uk/

"In these times I definitely prefer companies with a good cash bank or at least a low debt.

A company with a lot of cash is Kape and I bought some.

It has cash of $36m and no debt and this global cybersecurity outfit showed strong growth in revenue and profit.

For me, this leaves it looking very undervalued and I am looking for a push up to at least a quid assuming the market doesn't blow a fuse over Brexit.

Perhaps a catalyst for an upswing would be a move to spend some of that cash."

Nice 500,000 share buy just now at 2.1p.

Perhaps Spreadex's stock really is running out now. Online you can both buy and sell 300,000 shares at 2.1p and 2.02p respectively, so nicely even.

Great recognition for ITX, and excellent PR too - which just shows this micro cap's potential:

https://www.investegate.co.uk/itaconix-plc--itx-/rns/recognition-from-biofuels-digest/201909270700178571N/

"Itaconix, a leading innovator in sustainable specialty polymers, was recognised this week as one of "The Top 50 Companies to Disrupt the World" by Biofuels Digest, the world's most widely-read daily publication on the bioeconomy. The Company will be honoured with other recipients at the Advanced Bioeconomy Leadership Conference on Next Generation Technologies and Markets in San Francisco, California on 31 October.

John R. Shaw, Chief Executive Officer, stated: "Major global imperatives for sustainability and climate change can only occur through disrupting the chemistries we use in everyday products. I see our bio-based polymers enabling performance and safety breakthroughs in a growing range of home and personal care products, and am pleased that our efforts are gaining broader recognition."

Nice 162,000 share buy at 14.7p just now has caused a 0.5p move up.

Excellent new 14 page research report from Proactive:
Https: //www.proactiveinvestors.co.uk/companies/news/903477/enteq-upstream-plc---knowing-the-drill-903477.html

The 66p price target for 2022 (or 49.6p in today's terms) are realistic if NTQ performs as at present. As long as the oil price remains steady at current levels - or above - then these targets might prove very conservative if the new products are successful and geographic expansion continues.

I have great confidence in the management, who've done it all before and whose interests are aligned with ours given their shareholdings.

I attended yesterday's AGM and thought it went well. The body language/tone of the meeting was nicely upbeat with the appropriate caution.

The key statement is that with contract visibility the company is confident of delivering expectations:

"The Board therefore remains confident, based on current visibility and the encouraging pipeline described above, of delivering full year results in line with expectations."

Given the pipeline this may well be the case, though of course such a heavy H2 weighting is problematic. Let's hope there aren't rose-coloured glasses being deployed here, as a few contract delays would kibosh such expectations.

Repeat revenues are particularly impressive at 72%.

The overall global opportunity remains huge against the current m/cap, but let's see if the shares remain stable or fall to a bargain price with some investors looking in the rear view mirror rather than forwards.

Great news today - the OEMs are steadily falling into line now, no doubt encouraged to do so by the first OEM contract win.

The more news flow the tighter the availability of stock will be. I suspect most here intend to be long-term holders, and apart from a bit of profit taking along the way at some point there may well be a sharp spike upwards.