Member Info for rivaldo

"Premier Technical Services Group PLC (PTSG) is delivering a five-year contract across the UK for the Department for Work and Pensions (DwP). All four divisions of PTSG are working on the contract covering the safety of buildings in the DwP�s estate. Specialist engineers from the Group�s Access and Safety, Electrical Services, Building Access Specialists and Fire Solutions divisions are ensuring building and electrical safety and that operatives at the buildings can work safely. The contract is being delivered on behalf of FM service provider Interserve. The DwP estate comprises more than 700 buildings throughout the UK. PTSG�s work over the five-year contract will ensure that the DwP can provide safe, effective, compliant and accessible spaces across its estate for their employees and customers. Interserve PLC was awarded a five-year facilities management contract by the DwP in October 2017. The deal provides mechanical, electrical and building maintenance. PTSG�s divisions deliver consistently high-quality products and services to specialist markets that can be safely relied on at all times" hTTp://www.ptsg.co.uk/news/ensuring-safety-dwp/ Note: Interserve PLC was awarded the five-year facilities management contract by the DwP in October 2017 and was worth �227m. Interserve will provide the DWP estate with mechanical, electrical and building maintenance. The company will also provide cleaning, catering, waste disposal, removal and secure destruction of confidential waste services to over 700 buildings throughout the UK, covering over 1.3 million square metres of space. hTTps://www.investegate.co.uk/interserve-plc--irv-/rns/dwp-chooses-interserve-for-fm-contract/201710200700021236U/

Over �60,000 of buys today - every trade a buy. Most unusual not to see a rise after such volumes, so I assume there's been a seller out there. The share buying price has now moved up to near the full offer at 929.85p, so hopefully this is an indication that the available stock has or has nearly run out.

is reiterated today: Http://investing.thisismoney.co.uk/broker-views/

Nice momentum here now. With favourable PASPA legislation also possible imminently, GAN could well be one of the stocks of 2018 imo. For example, the recent Stars Group acquisition of SkyBet is perceived as a $4.7 billion bet on the repeal of PASPA and the federal ban on sports betting being lifted: Https://totallygaming.com/news/betting/stars-group-poised-paspa-repeal-after-sky-bet-acquisition

Firstly some partnership news: Http://bhcourier.com/pride-flight-associates-aligns-with-gama-aviation-signature/ "Pride Flight Associates Aligns With Gama Aviation Signature Posted: Monday, April 23, 2018 � 2:24 PM Beverly Hills-based Pride Flight Associates (www.prideflighht.com) last Wednesday announced its affiliation with Gama Aviation Signature, operator of one of the world�s largest fleets of chartered business jets situated in more than 30 locations around the globe. Aviation consultant Roger W. Behrstock, CEO of Pride Flight, stated: �Our affiliation with Gama affords us the ability to grow our business by better serving the requirements of our diverse and expanding clientele. This brings us the new availability of utilizing its more than 200 superior aircraft, plus top flight management and maintenance.� And: Https://www.ainonline.com/aviation-news/business-aviation/2018-04-18/gama-adds-global-6000-asia-fleet "Gama Adds Global 6000 to Asia Fleet April 18, 2018, 5:43 PM Gama Aviation (Booth H1514) announced at ABACE 2018 that it has added a second Bombardier Global 6000 to its Asia fleet, two months after the first Global 6000 based in the region joined the company�s rolls of managed aircraft. Gama cited its ability �to support the aircraft locally and internationally,� in particular �flights within Europe and the U.S.,� as defining factors in the client�s choice of management firms. �Few management companies can think global and deliver local in the way that we can,� said Sergio Oliveira e Silva, general manager, Asia. �Consequently, we are witnessing strong interest in our offer when clients wish to maximize the performance of their aircraft.�

Https://www.fool.co.uk/investing/2018/04/24/one-ftse-100-dividend-stock-and-one-growth-stock-id-buy-today/ "Strong performance The growth company in question is cloud communications software and solutions provider IMImobile (LSE:IMO). The company�s trading update for the year to 31 March showed a rise in organic revenue of 45%, which was ahead of expectations. This helped to deliver a year-on-year gross profit increase of over 17%, with net profit being in line with expectations after the anticipated investment in various growth initiatives. The company�s recent acquisitions appear to provide the potential for a move into new markets. There has also been further progress in cross-selling opportunities, while ongoing product innovation and the development of intellectual property could have a positive impact on the company�s long-term outlook. With IMImobile forecast to generate growth in earnings of 22% in the current year, it appears to have a strong outlook. Despite this, it trades on a price-to-earnings growth (PEG) ratio of 1, which suggests that it may be undervalued by the market. This could mean that there is capital growth ahead for the stock, with what appears to be a solid strategy having the potential to generate rising profitability in future years."

A second piece of good overnight news - ACSO will presumably provide all the ticketing and queueing systems for these as for Six Flags...... https://finance.yahoo.com/news/three-more-six-flags-parks-203000333.html "Three More Six Flags Parks Coming to China Business Wire� April 24, 2018 Six Flags Entertainment Corporation (SIX), the world�s largest regional theme park company, and its development partner, Riverside Investment Group Co. Ltd., today announced continued growth in the China market with the planned addition of three new branded parks. The parks will be located in Nanjing, capital of Jiangsu province and the second largest city in the East China region. Six Flags Nanjing will offer guests a full range of world-class experiences with a theme park, waterpark, and an adventure park. The first phase of the multi-million dollar entertainment complex is expected to open in 2021. �This is another exciting step for Six Flags and Riverside as we introduce our unparalleled brand of innovative thrills to even more of China�s population,� said Six Flags International Development Company President, David McKillips."

Six Flags announced after the close they'd had a record performance in this Q1: Https://finance.yahoo.com/news/record-start-2018-six-flags-203500844.html?guccounter=1 "Record Start to 2018 at Six Flags Business Wire April 24, 2018 Six Flags Entertainment Corporation (SIX), the world�s largest regional theme park company, today announced that revenue for the first quarter of 2018 increased by $29 million or 30 percent from the first quarter of 2017 to a record-high $129 million. The revenue growth resulted primarily from a 27 percent increase in the number of guests visiting Six Flags parks, and the success of both the company�s pricing strategy and international licensing program. Attendance at Six Flags properties grew by 0.5 million to 2.4 million guests. This increase was driven by additional operating days from Six Flags Magic Mountain moving to a 365-day calendar; Hurricane Harbor Mexico being open in the first quarter, while not open in the first quarter of 2017; adjustments to park operating schedules due to the earlier timing of the Easter holiday; and additional attendance due to the company�s higher Active Pass Base, which represents the total number of guests who have purchased a season pass or who are enrolled in the company�s membership program. �We are firing on all cylinders as we made excellent progress in the quarter against each of our five growth initiatives,� said Jim Reid-Anderson, Chairman, President and CEO. �With our record-high Active Pass Base, ongoing price increases across all ticket and culinary programs, growing dining pass penetration, new water park openings and new international licensing agreements, we are poised to deliver another record year of financial performance in 2018. We remain laser-focused on exceeding $600 million of Modified EBITDA1 in 2018 and continue to work toward our long-term aspirational goal of $750 million of Modified EBITDA by 2020.� etc"

Universal-Investment-Luxembourg S.A take a 5.2% stake in SDI with 4.66m shares: Https://www.investegate.co.uk/scientific-dig-imag--sdi-/rns/holding-s--in-company/201804241547589837L/ Here they are: Https://www.devere-group.com/fundhouses/Universal-InvestmentGmbH.aspx "Universal-Investment-Luxembourg S.A. is a wholly owned subsidiary of Universal-Investment-Gesellschaft mbH, Frankfurt am Main. With more than � 130 billion in funds under management (December 2011), more than 1000 special investor and mutual fund mandates and around 400 employees at both locations, the group is one of Germany�s biggest and most successful investment companies."

As well as retaining their 250p target, Finncap's revised estimates are now 10.2p EPS for the year ending in 3 months' time, and 11.8p EPS for the year starting 1st August - with 1.5p and 1.6p dividends. Net debt "is expected to be comfortably below 1x EBITDA at FY19". So, given the potential, the cost savings coming through etc, the fundamentals remain pretty good. There was obviously going to be an initial reaction to the comments re strengthening sterling and, more seriously, a "temporary" loss of customers. However, I think the current reaction is overdone given the overall outlook, high recurring income etc. So this could well be an opportunity once things settle down. This is likely just a "bump in the road", as Finncap put it. Especially if the pound weakens again against the dollar as it has been over recent days (and is expected to by most people).

A nice 10k buy at 100p has taken the share price above 100p.

Excellent summary just out from Techmarketview: Http://www.techmarketview.com/ukhotviews/archive/2018/04/24/imimobile-updates-on-a-year-of-progress "Tuesday 24 April 2018 IMIMobile updates on a year of progress IMIMobile�s Trading Update shows good progress, both tactically and strategically, as this cloud communications software and solutions provider drives revenue faster than market expectations, extends its portfolio and builds out into new market opportunities. The management indicate that the results for the year to March 2018 will show revenue up over 45% from last year�s level of �76.1m. Gross profits are estimated to have advanced by over 17%, with EBITDA and net profit in line with market expectations after significant corporate activity, additional investment in sales capabilities and additional product development. During the year, IMIMobile made further advances in the UK, where it already has a strong position with leading banks, telcos and utilities. The December 2017 acquisition of Healthcare Communications, with its customer base of 140 NHS Trusts has increased its public-sector presence significantly. Additional customer wins in the retail, logistics and utilities sector will also drive further growth in the company�s UK business. M&A has also stepped up the company�s US business with the purchase of the Sumotext messaging platform. Elsewhere, IMIMobile is enjoying strong growth in India due to its successful partnership with the Telenor Group as well as from its Enterprise and Textlocal businesses there. We should expect additional acquisitions to establish presence in new markets, enabling the deployment of the company�s broad messaging and customer journey transformation portfolio. This portfolio has been enhanced by the addition of an RCS (Rich Communications Service) capability and over the year has seen further progress in its chat and consent management solutions, the latter being particularly important as companies in Europe wrestle with the introduction GDPR and its new privacy requirements. IMIMobile has both a strong portfolio and market presence in an increasingly important niche within the �digital economy�. We can expect further strong progress during 2018."

New Edison report out today - trading at a 10% discount to its peer group average: Http://www.edisoninvestmentresearch.com/research/report/discoverie-group196794/preview/ "discoverIE saw continued strong trading in Q418 and expects to report revenue growth of 15% for FY18 and earnings in line with management expectations. Design & Manufacturing (D&M) delivered further strong organic growth in the final quarter, and the group has a strong order book entering FY19, bolstered by the recent Stanton acquisition. The company is making good progress in its strategy to build the D&M side of the business and we continue to expect further acquisitions in this space."

Whitman Howard today reiterate their Buy recommendation, and will update their target price and forecasts later. Their comments on IMO's involvement in AI and automation are good to hear. Once the market eventually latches on to this things could get very interesting here.... "Interestingly IMO continues to invest in its AI and automation capabilities with several current implementations for their IMIbot.ai product for companies in the utilities and retail sector. We see this as an interesting area of further growth and clearly this space is growing very fast and attracts very high multiples. We expect IMO to expand on their strength in this area at the full year results. We expect IMO to continue to offer an attractive combination of organic growth, earnings enhancing acquisitions, and new growth opportunities such as its expanding AI and automation capabilities. In addition we expect margins to move higher over time. We retain our BUY rating."

N+1 Singer have today significantly INCREASED their target price to 2453p (from 2181p). They've also increased their 2018 revenue and PBT forecasts by 5% and 4% respectively. This increase is less than they originally anticipated, as they've been conservative since Queueing was flat in 2017 due to abnormal weather conditions and limited visibility of sales momentum in the recently acquired businesses. It's good that Singer have been conservative, since any sort of reasonable weather this year could lead to quite a strong beat of expectations. On the other hand. the prudence has presumably led to a few small sales this morning. The markdown seems completely out of proportion to the tiny volumes today. And it also ignores the substantial increase in the target price due to the forecast upgrades, with commentary about robust ticketing growth and "significant opportunities in multiple verticals/geographies", with acquisitions fulling growth and transforming ACSO into a "broad-based provider of customer experience management solutions".

N+1 Singer have today significantly INCREASED their target price to 2453p (from 2181p). They've also increased their 2018 revenue and PBT forecasts by 5% and 4% respectively. This increase is less than they originally anticipated, as they've been conservative since Queueing was flat in 2017 due to abnormal weather conditions and limited visibility of sales momentum in the recently acquired businesses. It's good that Singer have been conservative, since any sort of reasonable weather this year could lead to quite a strong beat of expectations. On the other hand. the prudence has presumably led to a few small sales this morning. The markdown seems completely out of proportion to the tiny volumes today. And it also ignores the substantial increase in the target price due to the forecast upgrades, with commentary about robust ticketing growth and "significant opportunities in multiple verticals/geographies", with acquisitions fulling growth and transforming ACSO into a "broad-based provider of customer experience management solutions".

N+1 Singer have today significantly INCREASED their target price to 2453p (from 2181p). They've also increased their 2018 revenue and PBT forecasts by 5% and 4% respectively. This increase is less than they originally anticipated, as they've been conservative since Queueing was flat in 2017 due to abnormal weather conditions and limited visibility of sales momentum in the recently acquired businesses. It's good that Singer have been conservative, since any sort of reasonable weather this year could lead to quite a strong beat of expectations. On the other hand. the prudence has presumably led to a few small sales this morning. The markdown seems completely out of proportion to the tiny volumes today. And it also ignores the substantial increase in the target price due to the forecast upgrades, with commentary about robust ticketing growth and "significant opportunities in multiple verticals/geographies", with acquisitions fulling growth and transforming ACSO into a "broad-based provider of customer experience management solutions".

Excellent year end trading statement today - turnover up 45% and ahead of expectations, with PAT in line given the high investment going on: Http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/IMO/13615521.html IMO are now "the UK market leader for digital and mobile interactions across major industry verticals". GDPR should be a growth driver this year, as IMO: "also introduced a Consent Management solution to help clients comply with the new General Data Protection Regulation (GDPR) with the first implementation of the solution delivered during the year to 31 March 2018". The outlook is very bullish, also signalling the likelihood of more acquisitions: "The Board continues to see exciting opportunities to play a leading role in the continued consolidation of this exciting and rapidly evolving market. Jay Patel, Chief Executive of IMImobile PLC, commented: "We have successfully built high quality software products that are well positioned to help our clients meet the challenges of digital transformation. The Group has now established its reputation for strong cash generation and year-on-year progress and we expect growth from all our divisions and geographies in the coming year. The acquisitions we have made have performed well and, adopting a similar, selective approach, we see further exciting opportunities to take a leading role in the consolidation of this sector."

I assume this will be in tomorrow's Daily Mail - should bring in some interest.... Http://www.thisismoney.co.uk/money/investing/article-5647103/SMALL-CAP-SHARE-IDEAS-Keywords-Studios-expands-bets-growing-video-games-market.html It's a long article, so I thought this extract was the most interesting, with some titbits of info not previously known: "SMALL CAP SHARE IDEAS: Video games outsourcing firm Keywords Studios expands amid growing industry By Philip Whiterow, Proactive Investors, For Thisismoney.co.uk Published: 12:49, 23 April 2018 | Updated: 16:47, 23 April 2018 "Examples of �larger purchases� include North America-focused VMC Consulting, which it bought for $66million last October, financed by an underwritten share placing. The new shares were sold through a book-build exercise and snapped up in about two hours, which underlines how highly regarded is the video games services group at present. Shares over the last three years have rocketed from 153p to 1,746p as the carefully built portfolio, which ranges from translation services through to augmented and virtual reality services, has driven large rises in sales and earnings. VMC looks to be more of the same. Keywords expects the latest addition to be �significantly earnings enhancing� almost immediately. Adjusted revenue of the US group in the year to October was $57.4million and underlying profits an annualised $6.4million. The purchase will more than double Keywords' customer support operation in the North American market as well as growing market share and footprint. Cross-selling has been a fundamental plank of the strategy and the number of clients using three or more of Keywords� services increased to 93 in 2017 from 64 in 2016 and 51 in 2015. German bank Berenberg, which rates the shares a �buy� and has a price target of 2,060p, sees this trend as evidence that computer games publishers and developers are moving away from �tactical outsourcing� towards strategic arrangements with trusted partners. Crucially, it has made its first inroads into the eSports market, mostly through the provision of its services for game development and in-game support, but also via marketing. ESports � football, rugby, Formula One to name three - are played electronically by teams with increasingly large numbers of people watching. By 2020, the market is tipped to be generating �1billion annually in revenues and, like video games, there is a requirement for localisation and consistent quality. Keywords highlights that it is continuing to seek out ways to �leverage the growth in eSports further,� Berenberg observed. The most recent acquisitions have focused on adding extra music and audio services to the group�s offering."

Nice :o)) Sneller must have been buying the whatever out of ODX at the lows. Today's RNS shows him with a whopping 19%- worth over �3m - and he must have bought over another 6m shares in the last few days. https://www.investegate.co.uk/omega-diagnostics-gp--odx-/rns/holding-s--in-company/201804231422508135L/ And great to see the CEO and FD buying too - the CEO's buy has also just been announced..