Member Info for rivaldo

reiterated after the AGM statement: Http://investing.thisismoney.co.uk/broker-views/index/date/22-05-2018

Https://www.investegate.co.uk/sanderson-group-plc--snd-/rns/2018-interim-results/201805230700059353O/ ""The Group trading results for the six month period ended 31 March 2018, are slightly ahead of management's expectations; revenue increased by 34% to �14.61 million (2017: �10.90 million) and operating profit* rose by 34% to �2.08 million (2017: �1.55 million)." SND still have net cash even after the Anisa acquisition, and there's a strong hint that there may be more acquisitions on the cards, especially as Anisa has been integrated successfully: "To supplement organic growth, selective acquisitions are under continued consideration" The order books look great going forward, and they support the rather bullish outlook by SND's normally cautious standards: "Sanderson, now strengthened by the November acquisition, has a large order book, robust recurring revenue and a healthy balance sheet. Combined with the Group's proven reputation, well-established track record and continuing sales momentum, the Board has a good level of confidence that Sanderson will make significant further progress during the current financial year ending 30 September 2018."

Http://citywire.co.uk/money/the-expert-view-tesco-pets-at-home-and-watkin-jones/a1121973?ref=citywire-money-latest-news-list#i=4 "Jefferies backs Watkin Jones� �innovative� ideas Construction and development company Watkin Jones (WJG) is finding innovative ways to boost shareholder returns, says Jefferies. Analyst Anthony Codling retained his �buy� recommendation and target price of 250p on the stock following in-line half-year results. The shares were flat at 208p yesterday. Although Codling said he would not be making any changes to full-year estimates, he said �the board is exploring some innovative ways to enhance shareholder returns in the medium term� through a �build to rent� plan. 'The board is at an early stage of exploring ways to enhance shareholder returns via a new investment vehicle,� he said. �We view this as very positive as it shows that despite the chief executive transition, the board is driving the business forward. �Build to Rent is a hugely untapped market and one that the traditional housebuilders are largely leaving untouched. We believe that a focused investment vehicle in the build to rent market may generate attractive returns.�"

and concludes as follows: "IC View The plethora of challenges means shares in Renew have traded sideways for several months, despite recent earnings upgrades. We don't think a forward price to earnings value of 11 times fully accounts for the potential of the QTS acquisition and the recovery in the wider group. Buy."

Announced tonight by Six Flags - they've just acquired another five theme parks from Premier Parks LLC. Note that these include four water parks.... ACSO already provide an ecommerce solution to some Premier Parks venues, and the LoQueue Band at one of their water parks. So it must be almost certain that the rest of ACSO's technologies will be introduced to all the rest of these new attractions - which bring in around two million customers every year: Https://finance.yahoo.com/news/six-flags-adds-five-more-201000971.html

Sounds impressive. Giant Eagle have around $10 billion of annual sales: Http://www.proactis.com/About-Us/News/2018/May/Giant-Eagle-Partners-with-PROACTIS "Giant Eagle Partners with PROACTIS to Enhance its Private Brand Sourcing Strategy Giant Eagle to expand and improve its supplier network with PROACTIS Sourcing Services PROACTIS, a global Spend Control and eProcurement solution provider, today announced a partnership with Giant Eagle, Inc. as its strategic sourcing partner for the company�s private brands. Giant Eagle, Inc. is one of the nation�s leading food, fuel and pharmacy retailers with more than 400 supermarket and convenience store locations. It selected PROACTIS to enhance its Giant Eagle brands program by improving and extending its current supplier network communications to ensure that it continues to deliver the best in quality and value for its customers. After evaluating PROACTIS� Sourcing Services through a proof of concept program offered by PROACTIS, Giant Eagle found that the managed services approach would maximise the efforts of its internal team and promote best practice that will ensure the Giant Eagle brand program is among the best in the industry. �By enhancing our internal team with PROACTIS Sourcing Services, we will be able to dramatically increase the number of current and prospective suppliers we communicate with, ensuring that our customers only get the best when purchasing our Giant Eagle brand products,� said Brooke Hodierne, Senior Director of Own Brands. �With PROACTIS, my team will be freed up from the tactical time-consuming activities and can focus on other key initiatives.� As a strategic sourcing partner, PROACTIS� managed service approach supplements Giant Eagle�s current process to sourcing private brands by working side-by-side with the retailer�s Procurement team. PROACTIS provides value for the Giant Eagle team by creating and running its private brand sourcing events. �We are proud of the trust Giant Eagle has placed in us,� stated Len ******, Vice President Managed Sourcing Sales at PROACTIS. �It is a testament to our experience and ability to increase customer value by scaling internal procurement teams with our experts to maximise performance.�

Peel Hunt have increased their price target to 240p (from 230p) and say Buy: Http://investing.thisismoney.co.uk/broker-views/

Numis retain their Buy and 500p target - their annualised P/E is only 9.9: "RENEW (BUY 500P) Interims results in line and positive outlook, key points: 1. Interim PBT of �12.5m was in line with NSe and we look to maintain full year results for this and next year (9/18E PBT �29.1m, EPS 35.1p, 9/19E PBT �37.1m, EPS 39.7p), though would point out that we recently increased estimates by +2% and +9% respectively to take account of the QTS acquisition. DPS was increased 11% to 3.33p. 2. H1 net debt of �2.5m was in line with NSe and also in keeping with comments initially made by management at the AGM about the impact of 'slower than usual payment profile' which we argued at the time related to Renew's rail business. Management indicates that recovery of this is progressing as expected, and we continue to expect that total quantum of the WIP increase to be recovered will be c.�7m and we also retain our FY net debt figure (which was adjusted at the time of the QTS acquisition to account for the portion of debt funding for the deal). 3. Engineering Services profit was marginally ahead of last year when treating Forefront as a discontinued activity (disposed in February), and revenue reflected both some H1 adverse weather impact and also a flat profile as the Rail CP5 programme comes to a close. EBIT margin rose from 5.6% to 5.8% over this period, however, and with orderbook +9% (showing progress across all three parts of the division) plus the expected shift upwards in rail spend from 2019 onwards, we expect resumption in top-line growth in H2 and beyond. 4. Specialist Building continues to operate a highly selective approach so while we expect some normalisation of revenue back toward NSe �72m for the full year (and H1 revenue was some 24% below last year), we expect the full year EBIT contribution to be flat. 5. Conclusion. Interims as expected, though it is comforting that rail-related working capital flows are being recovered in line with expectations and that management confidence about the outlook in rail remains positive. Elsewhere, in both Engineering Services and Specialist Building, trading is in line with expectations. Post the QTS acquisition, the shares offer an attractive mix both in terms of rail exposure (ahead of the major shift up in opex spend from 2019 onwards), and scope to organically grow in other areas of non-discretionary infrastructure opex. Moreover, the 13% EPS growth we forecast for next year looks attractive given the 12/18E annualised P/E of 9.9x, and we believe Renew merits a forward P/E nearer 12x given track record and outlook. We retain our target price and BUY recommendation."

New article in the Scottish Herald - sales of the HIV test "could run into millions": Http://www.heraldscotland.com/business_hq/16240943.HIV_test_development_milestone_passed_by_Omega_Diagnostics/ Extracts: "Scottish biotechnology firm hails progress made with HIV test 4 hrs ago" "The Clackmannanshire-based biotechnology firm said feasibility testing of a device for identifying people with particularly low white blood cell counts has been successful, increasing confidence in the potential of a product for which there is a significant need. Chief executive Colin King said the company was developing the product at the request of large non-governmental organisations, including MSF, working in poor communities in areas such as Asia and Africa. He said the NGOs saw particular value in monitoring for cases of advanced cases of HIV as the patients concerned could be at risk of contracting other diseases. The device is designed to give quick results, without people working in remote locations having to send samples off to laboratories. Mr King said sales of such a device could run into millions. Aim-listed Omega hopes to have the product ready for commercial launch by the end of the current financial year. The company needs to complete two further stages in the development process, including testing the materials and components it would expect to use in the finished products and submitting the devices for external tests. The devices are designed to identify people with lower than 200 CD4+ T cells per microlitre of blood. A healthy individual will have a CD4 count somewhere between 500 and 1,500. In November Omega won clearance to sell a version of the Visitect CD4 test on a business to business basis in the EU. The version can help identify people with a CD count below 350, who may benefit from anti-retroviral treatment. The company has applied to sell the devices in five African countries including Nigeria with six more applications in preparation. It has appointed a distributor to sell them in Nigeria. Omega spent years developing Visitect, which it has described as the world�s first instrument-free and affordable rapid test for determining CD4 threshold in people living with HIV."

Great new Irish Independent article - exciting to hear DS reiterating the likelihood of a NASDAQ listing. No doubt American investors would as usual value this stock at a multiple of its current UK m/cap :o)) HTTP://www.independent.ie/business/world/smurfits-gan-eyes-nasdaq-listing-as-it-seeks-us-growth-36932764.html "Smurfit's Gan eyes Nasdaq listing as it seeks US growth Ellie Donnelly - May 22 2018 Gan, the gaming software company headed by Dermot Smurfit Jr, has said that its medium-term strategy is to seek a listing on New York's Nasdaq Exchange. Speaking to the Irish Independent, Mr Smurfit said that investors in the US represent "a natural audience" for the company, where it is easier to explain Gan's equity story than in the UK. Gan yesterday announced that it had raised �7.5m (�8.6m) as it continues its expansion in the US. The funds have been raised on the back of a US Supreme Court ruling that last week struck down a federal law severely restricting sports betting. The ruling is expected to lead to a liberalisation of US betting laws. Gan said that it would use the funds - which were raised through a share issue - to "substantially" increase its engineering resources to better serve US clients' services, seek new US clients and launch new services there in anticipation of the more widespread internet sports betting. Proceeds will also be used to repay in full a �2m loan note issued in April 2017 "in order to strengthen the company's balance sheet". The company is now debt-free and capitalised to levels the directors of Gan believe "are reasonably required to serve major multi-property and multi-state casino groups in the US". "This strategic capital-raising exercise positions Gan to consolidate its US market position and capture substantial incremental revenue opportunities available resulting from both internet gaming and sports-betting regulation in New Jersey, Pennsylvania and other US states expected to regulate internet gambling in the near future," said Mr Smurfit. The over-subscribed share issue of 15,000,000 new ordinary shares of �0.01 each per share had an issue price of 50p per ordinary share. The subscription shares will represent around 17.6pc of the enlarged issued share capital of Gan. Upon completion of the subscription, Gan's enlarged issued share capital will consist of 85,051,924 ordinary shares. Last week, the company issued a statement welcoming the Supreme Court ruling. It said it was preparing to launch internet sports betting in both New Jersey and Pennsylvania for its clients in the second half of the year."

Great news - and more to come from the sound of it. Re-rating ahoy.

Looks good to me, with H1 basic EPS up 12% to 7.53p - and the cash pile up to over �38m - plus much confidence in the outlook. The creation of the new vehicle - with possibly a separate listing - to acquire the BTR properties is intriguing and may excite the market. OT : thanks Peakview.

Interim results are out. The historic numbers are flat. However, the order books have grown nicely, and in H1 Engineering Services was up in terms of profitability despite slightly lower revenues. The Specialist Building division has had a harder time, which has dragged the overall figures down. With Engineering's order books up 9%, the exit from Forefront and the earnings-enhancing QTS acquisition, the reasons for optimism for H2 are clear. With expected revenues for the year to September already fully secured, achieving forecasts of 34p-35p EPS shouldn't be a problem, and there may even be a beating of expectations if all goes well.

with a "strong" start to the year. You can't ask for anything more at this stage, with "the early signs being good". The partnership with Marriott Hotels is good news, as is the expansion of Ingresso into the USA: Http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/ACSO/13649594.html

Hello - 46,000 shares bought in the last few minutes, and suddenly things are happening..... There's a terrific report of the recent AGM here: https://www.stockopedia.com/content/tclarke-cto-overlooked-intelligent-building-provider-365804/ APAcquisitions, you are correct - if you strip out the cash pile then the P/E is likely around 4.5 or so. The cash pile is lower at the interim stage at some �2m-�3m from memory as there's some cyclicality, but even if you take a yearly average cash pile of say �7m then that's pretty material against a �36m m/cap.

Nice �115,000 buy at the full 2300p offer price just now.

Excellent news this morning. OK, the placing price isn't ideal, but this was obviously necessary and probably in the works for a while for as soon as PASPA was repealed, which explains the discount. The extra dilution as against a placing price of say 60p is pretty immaterial in the scheme of things. And borrowing costs will be reduced nicely. The oversubscription should help support the share price - possibly as proven by today's share price now being up 4.5p - though given the prospects I don't think such support is necessary. One good point about GAN is that there is extremely regular news flow on new contracts and deals, which should keep the pot bubbling nicely.

Back in 2012 this was at 120p. If oil prices remain stable at these levels and fracking in the USA continues to prove resilient then perhaps NTQ can attain those levels again. Hi Qd22, certainly am still here :o)) Expecting great things.

Nice mention for SOM here (I also hold XLM and WJG which are mentioned favourably) : Http://wheeliedealer.weebly.com/blog/is-there-a-wedding-weekend-charts-with-party-guests-wjg-grg-som-xlm "Somero Enterprises SOM I hold SOM and I know a lot of Readers do as well. The Chart below is showing a lovely Uptrend and I have used the ShareScope �Toggle the Trendlines� Button to put those Lines in. SOM made a new All Time High last Week and this is Bullish Behaviour. With an AGM on Tuesday 12th June I am expecting SOM to keep moving higher in the run up to that - �Better to Travel than to Arrive� and all that. On a Forward P/E of 14 and a Forward Divvy of 4.7% it still looks cheap to me (Note, I have taken the Forecast Numbers from ShareScope of 40 Cents EPS and 27 Cents for the Dividend for 2019 and converted them into Pounds/Pence using 1.35 as the Exchange Rate)."

Interesting interview about the recent Medforce acquisition in the USA: Http://www.hmenews.com/article/medforce-looks-ideagen-help-it-branch-out Extract: "Medforce is a growing, profitable and cash generative organization that has successfully developed its Center suite of enterprise information management, workflow, and compliance software since 1993. Ideagen has always acquired organizations with strong intellectual property, integrating that IP with our existing product suite. As an example, Medforce�s Center suite of products is used by more than 300 customers globally, supporting business process productivity and legal compliance, and we fully expect to be presented with enhanced cross-sell and integration opportunities going forward, with Medforce�s CommandCenter, ContentCenter and SignCenter of particular interest."