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Peel Hunt retain their Buy and 25p valuation. There's some analyst comment here:

https ://www.proactiveinvestors.co.uk/companies/news/213600/inspired-energy-jumps-as-it-forecasts-strong-2018-results-213600.html

"Inspired Energy jumps as it forecasts “strong” 2018 results
09:19 30 Jan 2019

Inspired Energy plc (LON:INSE) shares jumped in early trading Wednesday after the firm said it expected a “strong set of results” for the 2018 fiscal year.

The firm, which helps companies negotiate their energy packages, said revenues for the year were expected to be 21% higher than 2017, with adjusted underlying earnings (EBITDA) forecast to be up 24% and pre-tax profits up 22%, both in line with expectations.

The core corporate division, which contributed 84% of earnings for 2018, was expected to report revenue growth of 29% year-on-year.

The year-end procurement order book had also increased 36% during the year to £53mln while cash generation was expected to be 37% higher than in 2017.

Inspired said trading had been strong throughout the year and had continued into 2019 underpinned by the order book.

The company also said it had made five strategic acquisitions during the year which would enhance “growth opportunities” and its service offering.

Mark Dickinson, chief executive, said 2018 had seen the “acceleration of our next growth phase with five complementary and value-enhancing acquisitions completed, whilst the Group has continued to deliver sustained organic growth in the Corporate Division”.

He added that he was confident 2019 would be “another year of significant progress for the Group with trading in line with expectations”.

In a note to clients, analysts at broker Peel Hunt said the update had confirmed a positive finish to the year with “good underlying growth.

“Importantly, the business momentum has been sustained through a period of acquisition integration and operating structure simplification” the broker said, adding that the outlook was “confident given positive market trends, recent acquisitions and Inspired’s superior positioning”."

Good new article on KWS:

Https://www.proactiveinvestors.co.uk/companies/news/213433/keywords-studios-on-course-to-meet-full-year-expectations-as-it-continues-expansion-213433.html

Extract:

" Inflection points:

Keywords expects to post full-year adjusted profit before tax of around €37mln on revenues of about €250mln, representing increases of 61% and 65% on the prior year, respectively.
Keywords selectively reviewing a strong acquisition pipeline
Strengthened management team with newly created positions of chief commercial officer, chief marketing officer, global operations director, engineering service line director
In the first half, the group spent €3.8mln in new or expanded facilities in Montreal, Dublin, London, Liverpool, Madrid, Katowice, New Delhi, Chengdu, Manila and Tokyo, adding 660 workstations
Credit facility for up to €105mln secured in the first half to help fund acquisitions


What analysts think

Investment bank Citi has a ‘buy’ recommendation and target price of £21.50 on Keywords. Citi thinks the recent addition of 660 new workstations is a “lead indicator of growth momentum” and sees “higher acquisition assumption”.

“We increase our annual revenue contribution from acquisitions to €35mln, which results in an increase to our acquisition upside valuation to £5.65,” it said.

“This compares to an average of c.€40m since listing in FY14 and is in line with the mid-point guidance range for bolt on acquisitions, excluding any larger transactions.”

Numis also has a ‘buy’ rating on Keywords and a target price of £24.20.

The broker said it continues to view Keywords as a “top technology sector pick”. The broker noted that management is confident of meeting market expectations for the full year, meaning organic growth of 13%, and thinks this demonstrates “ongoing market share gain within an already attractive market”."

Excellent year end update today, with trading nicely in line with historic 1.54p EPS.

The key Corporate Order Book "stood at £53.0 million (2017: £39.0 million) representing year on year growth of 36 per cent". This augurs extremely well.

And the outlook is great, supporting 1.77p EPS and more this year - at 17.2p there's 50% upside and maybe more from here imho:

"Trading remained strong throughout the year and this trend has continued into 2019, underpinned by the order book."

"Inspired Energy had an excellent 2018 and I am confident that 2019 will be another year of significant progress for the Group with trading in line with expectations."

Lovely stuff....

- trading nicely in line
- order books well up, and almost 20% up for Engineering
- all CP6 contracts tendered for have been won
- capital markets day coming up, which indicates they believe there's a good story to be told

Time for a re-rating.

Plenty more new contracts and installations on the news pages, but this one makes good reading post-Grenfell re installing sprinkler systems in a 60 apartment residential scheme - and this comment is also encouraging:

Http://www.ptsg.co.uk/news/fire-solutions/ptsg-makes-prestons-first-independent-living-scheme-fire-safe/

"Engineers from PTSG Fire Solutions Ltd. continue to experience an extremely high demand for their specialist services."

Nice....

Https://www.tclarke.co.uk/series-of-major-wins-for-tclarke-in-north-east/

"Series of major wins for TClarke in North East

26/1/19 : TClarke has won a series of major projects in the North East as Operations Director, Jim Stewart explains:

We are very pleased to be able to announce our sucess in wining Claremont Tower for Newcastle University, the new 27 Storey residential landmark, Hadrian’s Tower, Maiden Castle Sports Centre for Durham University, The iconic Assembly Rooms leisure and theatre venue in Durham, St John’s College in Durham and Elm House in Morpeth. These are great wins for our business and signifant in a number of ways.

Claremont Tower is a large scale project and that alone makes it significant. Moreover it is our first project for a while working with Sir Robert McAlpine in the region. I am very pleased that our work to spread the TClarke name and capabilities in the North East is delivering results like this one.

Hadrian’s Tower is another large scale project that will stand out on the Newcastle skyline and another opportunity to spread our reputation.

The Maiden Castle Sports Centre for Durham University (pictured) includes world class sporting facilities including Sports Science laboratories, the latest generation of heated sports pitches and the refurbishment of various existing facilities.

Meanwhile the Assembly Rooms project in Durham will restore a 150 year old theatre and create an arts destination for the region.

We are delighted that these and other wins have shown that, against the backdrop of a highly competitive local market, TClarke has been able to pursue our sensible and steady strategic objectives. We have sought work that values our capabilites and where we can show value in return; our teams have worked hard to acheive these wins and it’s great to share their success."

Overhang cleared perhaps....

From Allenby Capital this morning - very encouraging that RTC are on track to have achieved 10p EPS (with a 3.85p dividend) even despite the various headwinds faced last year as listed below.

Which makes the forecast 11.6p EPS (and 4.24p dividend) for this year look pretty achievable:

"RTC Group plc (RTC.L, 56.5p/£8.3m)
Full year trading update to 31.12.18 (25.01.19)

? RTC released a brief year-end trading update stating that trading is in line with market expectations.

? The Chairman stated that continued growth of revenue and profit and an improvement in the net debt position is extremely pleasing.

? Results will be announced on or around 25 February.

Allenby Capital comment

It is encouraging to see a continuation of the improvement in headline numbers posted at the half year which showed revenues up 17% and PBT ahead by 31% especially given its (minor) exposure to Carillion, lower than expected volumes from Network Rail and government approval delays impacting Ganymede Energy"

Interesting article from a CMO at SCH about the new payments landscape and SCH's solutions:

Https://www.thepaypers.com/expert-opinion/2019-payment-managers-take-the-lead-and-break-vendor-lock-in/776979

"2019: Payment managers take the lead and break vendor lock-in
Monday 21 January 2019 | 08:18 AM CET

Some detail on and a picture of the new high-rise product:

Https://www.forconstructionpros.com/concrete/equipment-products/screeds/product/21044855/somero-enterprises-somero-sky-screed-25-works-on-structural-highrise-and-slab-on-grade

"Somero Sky Screed 25 Works on Structural High-Rise and Slab On Grade

Somero says its knuckleboom Sky Screed is the first laser screed in the world to allow screeding on structural high-rise and slab-on grade applications

January 25, 2019

Somero Enterprises introduced the Somero Sky Screed 25, the first Knuckle Boom Laser Screed machine in the world to allow screeding on structural high-rise and slab-on-grade applications. The Sky Screed's lower frame rests on three stabilizers while the upper frame and screed head rotate 360 degrees, providing the flexibility to screed around columns and other protrusions.

etc"

From broker Whitman Howard via Research Tree - they have a 95p target, which sounds about right at present and would give a current year P/E of 8.2 and over 70% share price upside from here.

If some of their anticipated news flow comes in then there could be upgrades all round as these are presumably pretty large-scale contracts.:

https://*********************/companies/uk/training-recruitment-services/rtc-group/research/whitman-howard/estimates-confirmed/66e3e89f-cfc3-40b4-91d6-605e1b6febba

'We expect a number of announcements in 2019 which could positively impact our estimates. We expect RTC to announce a 1yr extension to its current Network Rail contract to include the period up to 2021, confirmation that it is bidding for the next five year Network Rail programme i.e. CP6, clarification that it is bidding for new work from Network Rail which is outside the remit of its traditional 5yr rolling contracts, new contract wins in GSS and an acceleration in the smart metering contracts as SSE is currently operating at levels below the guaranteed minimum. These events, plus the ongoing favourable trading will support our current 2019 PBT estimate of £2.1m representing growth of 16%.

Since the 2018 interims, sentiment has weighed against RTC due to the weaker first half trading and higher than expected net debt position. Given today’s update successfully addresses both these issues, the valuation/growth metrics are attractive. Even at our price target of 95p the 2019E PE rating and dividend yield would still only be 8x and 4%. Given the recent PE exit multiple for Harvey Nash was 11.5x we do not believe our price target is unreasonable for a company with a proven and experienced management team.'

The AGM and trading statement is next Wednesday. Given that the outlook from late November talked about "good momentum going into 2019", and "Our solid foundations allow the Board to look forward to 2019 with confidence", logically it should read well.

The consensus for this year is 39.4p EPS, with a 10.95p dividend, so a 367p share price looks pretty attractive.

FYI there's also a 6.67p dividend arriving to those on the share register at 1st February.

Great to see confirmation that trading is nicely in line with expectations, particularly given the slow pace of the smart meter roll-out.

The current share price is particularly low on a P/E of 4.7 given that market expectations are:

last year: 10p EPS, 3.85p dividend
this year: 11.6p EPS, 4.24p dividend
next year: 13.1p EPS, 4.66p dividend

Whitman Howard's 95p target sounds about right at present for a current year P/E of 8.2.

If some of their anticipated news flow comes in then there could be upgrades all round as these are presumably quite large-scale contracts.

£7.2m of new contracts won, all to be fulfilled this year - not far off last year's entire H1 turnover.

For a £4.4m m/cap company the liquidity and volumes are amazing, with around £200,000 traded already.

With what should be a very strong trading update to follow there's every reason for the share price to rsie nicely from here.

Encouraging to see that IQE have reiterated guidance for this year and beyond:

"The company reiterates 2019 and longer term guidance and will publish its full year-end results on 20th March 2019"

And also that they see "increasing free cash flow and profitability in 2019 and beyond”.

Peel Hunt have retained their Buy and 137p target:

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

The NED has just bought £182,000 of shares at 213.88p....

https://www.investegate.co.uk/imimobile-plc--imo-/rns/pdmr-dealings/201901250847011230O/

Terrific stuff. All sorts of positives, including trading ahead of expectations. And:

"High quality recurring revenues represented approximately 85% of total revenue for the period, with almost two thirds originating from the US,"

I particularly like the paragraph re the patents and the potential licensing receipts. The emphasis on this suggests it should be material at the least.

Https://www.investegate.co.uk/gan-plc--gan-/rns/trading-statement---notice-of-results/201901250700040714O/

Plus there's the strong growth in Italy, the £5.3m cash pile....

And "it is believed that seven additional US States are now considering the rapid regulation of Internet gambling including Michigan, Oregon, New York, Indiana, Kansas and Louisiana(3) together with Massachusetts".

At some point GAN could be a very big winner from here if all goes well.

You can certainly rely on GMAA to disappoint :o))

There's a good - and highly profitable - core business here struggling to get out, but management seem incapable of capitalising on it, and more than capable of mucking it up. The accounting adjustments and changes in accounting treatment are likely a condemnation of the previous FD I'm afraid.

The only consolation is that the share price is now holding up reasonably well - there seems to be a large-ish buyer or two out there. Perhaps in time that strong core business will reveal itself.....

800p - nice :o))

Cheers.

Trading is nicely in line for a current year P/E of just 8.

And a rather good earnings-enhancing acquisition at a cheap price which should enable further cross-selling and synergies.