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Very satisfactory and in line numbers this morning, with IMO confirming that they expect full year results to be in line with expectations.

IMO are set for 17.3p EPS this year, rising to 21.5p EPS next year.

IMO will therefore soon be on a P/E of only 13.9 - not bad for a business showing 40% adjusted PAT growth.

I note that the 3rd July acquisition of Impact Mobile is expected to be "immediately significantly earnings enhancing".

And there's been another acquisition this week which wasn't formally announced on RNS - IMO paid $1.5m for "the trade and assets of Express Pigeon, a US-based email marketing platform provider".

A shame about the fall in revenues from MTN/Nigeria - but this makes the H1 performance even more creditable, and IMO are certainly grabbing global business elsewhere.

There's large adjustments to get to the statutory numbers, i.e £3.1m of depreciation and amortisation and acquisition costs, which are fair enough, plus large share-based payment charges, and a huge tax charge which for the moment I can't see a formal explanation for (perhaps the large dep'n/amortisation is the reason).

The outlook statement is very confident, and I'm happy to hold for continued company and sector growth:

"The Group has continued to perform well, both on a financial and operational basis. We have a strong position as market leader in the UK, Canadian and South African markets and have seen numerous, multi-year new contract wins in the UK across our core sectors. We are pleased that we have seen 18% organic growth in gross profit from monthly recurring revenues, excluding the known headwinds created by MTN. I am also pleased with the improved operating leverage from past investments made in partnerships and R&D.

The technology and consumer landscapes are evolving as anticipated and given our leading positions in certain markets and sectors, we expect to continue to benefit from these changes in the near-medium term. We have had a strong start to the second half and remain confident about the Group's prospects for the full year. We expect full year results to be in line with management expectations."

Very impressive KPIs this morning. Interest here should continue to rise prior to the big launch of real money regulated Internet gaming in Pennsylvania in H1 2019.

This is a solid multibagger opportunity imho.

Berenberg reiterate their Buy and 350p target....

Https://citywire.co.uk/funds-insider/news/the-expert-view-cybg-experian-and-diploma/a1177442?ref=citywire-money-latest-news-list#i=6

"SafeCharge margins shake-up will calm

Payment solutions provider SafeCharge (SCHS) is increasing exposure to higher-quality merchants which is impacting margins, but Berenberg said this will stabilise.

Analyst Tammy Qiu retained her ‘buy’ recommendation and target price of 350p on the stock after interim results ‘provided clarity about the progress of its transition towards being a higher-quality and high-growth payment solutions provider’.

She said the shift ‘came at the expense of pricing and margins’ but ‘management expected these declines as exposure towards higher-quality and lower-risk merchants increases and the focus is to grow in scale’.

Qiu said this should ‘stabilise’ and the margin declines were expected, and should be ‘offset by selling value-added services and increasing scale in its off-the-shelf acquiring solution which targets the mid-market’."

Today's RNS is for a £190k contract win - much more like it, and which will bolster the current year results too:

Https://www.investegate.co.uk/eu-supply-plc--eusp-/rns/contract-win/201811190700046821H/

The customer must be pretty satisfied since this is the sixth such win under the framework agreement.

Good interim results today, with steady improvement in all respects. No "excitement" as such, so unsurprising to see the share price drift a little in these markets, but the outlook is going in the right direction.

I note the North American rig count has continued to increase slightly since the 30th September interims date, even with the oil price falling.

- NTQ still have over £9m of cash against the £15m m/cap
- they achieved $0.7m cash inflow in H1 before working capital movements
- international sales increasing nicely to Saudi, China, Russia etc
- new technologies being released commercially and patents published
- geothermal drilling sales being made in the Far East and Europe

Another set of decent results, with a contract win or two, could see the share price back to 40p assuming the oil price stays at current levels or better.

This is rather nice from WH Ireland last night:

"Serica Energy is on "an exceptionally positive trajectory," WH Ireland analysts say, noting the company's growth since 2014 has been achieved without an equity fund raising. The brokerage says that following Serica's consolidation of interests at the Bruce, Keith and Rhum fields in the North Sea, it has decided to increase its target price to 169 pence a share, from 155 pence a share previously. Shares up 0.4% at 135.50 pence"

Https://www.investegate.co.uk/accesso-technology--acso-/rns/village-roadshow-partnership-expansion/201811150700144032H/

Great to see some big names involved - Warner Bros. Movie World, Wet'n'Wild Gold Coast and Sea World.

This is the tastiest part - ACSO can now take these customers through the entire "guest experience": Village Roadshow must have been impressed with the original implementation:

"These technologies will help it to engage with guests at every possible touchpoint along the digital guest journey: before, during and after a visit. Crucially, the integration will enable Village Roadshow to gather and leverage individual preference data to improve guest experiences, creating an integrated technology offering that adds value beyond the sum of its individual parts."

Swedbank are moving fast now - since Monday they've bought around another 2.6m shares and now have 18.27m, or 8.29%:

Https://www.investegate.co.uk/xlmedia-plc/rns/holdings-in-company/201811141035023397H/

SSE's interims this morning report decent progress on their smart meter roll-out:

Https://www.investegate.co.uk/sse-plc--sse-/rns/half-year-report/201811140700032616H/

"In the six months to 30 September 2018, SSE reached a significant milestone and has well over one million smart meters on supply. During the same period, SSE began rolling out small volumes of the enduring SMETS2 meters ahead of a full transition from SMETS1 to SMETS2 in 2019. In line with its ambition, SSE continues to perform well compared to industry benchmarks on safety, customer satisfaction, electronic billing and energy efficiency advice, according to the BEIS quarterly benchmarking report."

The roll-out is of course slower than initially hoped due to SSE's ongoing energy division merger with nPower, and also the continuing argument about the effectiveness of SMETS1 meters.

Still, a progressive rollout will have a very positive impact on RTC's Ganymede division, and if the rollout accelerates with the introduction of SMETS2 meters then that effect could be dramatic.

New contract with Hermes re IMIconnect:

Https://www.investegate.co.uk/imimobile-plc--imo-/rns/hermes-enhances-parcel-delivery-experience/201811140700042415H/

"Hermes digitally enhances parcel delivery experience with IMImobile

Parcel delivery provider to use IMImobile's communications platform, IMIconnect, to orchestrate digital customer engagement

Global cloud communications software and solutions provider, IMImobile PLC, has been chosen by Hermes for the implementation of its new parcel notification strategy as part of their 'Digital Futures' programme. Hermes will be using IMImobile's enterprise cloud communications platform, IMIconnect, to power millions of delivery notifications each month on behalf of their retail customers.

IMIconnect enables customer experience automation for millions of deliveries that are processed every year by Hermes. Customer journeys built in IMIconnect currently include returns management; geo fencing, which provides customers with the ability to track their driver as well as 'SafePlace' photo. This provides consumers with the added confidence that their parcel has arrived even if they are not at home.

etc"

Nice....

Https://citywire.co.uk/funds-insider/news/the-expert-view-vodafone-experian-and-bandm/a1175440?ref=citywire-money-latest-news-list#i=5

"The Share Centre adds IG Design to ‘buy’ list

The Share Centre has added IG Design (IGR) to its ‘buy’ list as the celebration stationery distributor is set for further growth.

Analyst Ian Forrest added IG Design to his ‘buy’ list as ‘the company looks set for further growth and has increased its production capacity with a new printing press in the Netherlands’.

‘A strong balance sheet and progressive dividend policy are further attractions for investors,’ he said.

‘We recommend the shares as a "buy" for higher risk investors seeking growth due to the company’s good track record of expansion, broad reach across many countries with further potential thanks to its wide range of products and recent US acquisition.’"

Yep, two disclosure RNS's from Swedbank this afternoon, who've been buying up shares recently.

In March they had 5.23%, with 11.53m shares. They now have 7.09% with 15.62m shares, and have bought around 2m shares in the last 2-3 weeks.

That's both Swedbank and Axxion buying plenty of shares in the last month or two.

Amati VCTs have just sent out their October newsletters - in it they note that "We took part in a placing for Premier Technical Services Group as they announced another earnings-enhancing acquisition".

Good to see the well-regarded Amati funds investing here.

Finncap retain their 180p target:

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

Peel Hunt retain their Buy and 130p target:

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

The Lumentum news is obviously disappointing, but the markdown is surely overdone given the prospects which have been reiterated in today's update, particularly the increasing diversification of both customers and products.

Good to see Wireless and Infrared performing ahead of expectations.

Peel Hunt have retained their Buy and 154p price target:

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

I guess their rationale is that this is a short-term blip in the overall and continuing development of the group, which remains unaltered.

Wonderful recurring income, and a very strong H1 update:

"Given the momentum of our SaaS business the Company now expects to generate 74% of its revenues from recurring contracts by the end of 2020, up from the 70% previously anticipated."

"The Board is pleased to report that trading has remained strong in the first half of the financial year and that revenue and EBITDA are both expected to be significantly ahead of the same period last year and in line with management's expectations."

Cash generation remains strong, so it's still possible we'll get more acquisitions this year.

And confidence remains high:

"The market opportunity remains large and long term and given the Group's position as a leader in the Governance, Risk and Compliance market, the Board is optimistic about the Group's continued growth prospects."

The interims read pretty well overall given the prior warning re production delays.

CAR still made 3.7p EPS in an under-performing H1, and H2 looks good with the core divisions now ramping up production on what had been delayed production programmes.

It's particularly good to see Wipac winning contracts for two mid-volume electric vehicles.

Retaining the Aerospace division now looks like a good decision given its excellent performance :o))

H2 results are still slightly dependent on Wipac and programme timings as usual, but CAR are happy to reiterate full year expectations - which stand at 11.4p EPS per Edison - and "substantial" medium-term growth.

Even if CAR only repeat H1 performance in H2 with a small improvement, then they're on track for say 8p EPS at minimum.

Playtech has announced a good trading update this morning, in line with expectations, but also states encouragingly re Snaitech - a new customer for Safecharge in July....

"The momentum reported in H1 2018 by Snaitech has continued into the second half of the year with the business continuing to trade in line with the Group's expectations":

Https://www.investegate.co.uk/playtech-plc--ptec-/rns/trading-update/201811120700049756G/

I note that Techinvest's write-up is an initial Buy recommendation - they "plan to write about the company in more detail in next month's issue".

Which should generate more interest.