Member Info for rivaldo

The spate of good news - three good RNS's last week - seems to have finally cleared sellers out of stock. Amazing to think that this had a �75m market cap on IPO. GAN are now in a far superior position, despite the current m/cap being only �21m, with high recurring income and huge growth potential, whilst not being dependent any more on large one-off licence sales - which could still happen.

from Progressive Equity Research FYI: Http://www.progressive-research.com/tearsheet/research/ig-design-plc/ig-design-group-in-the-bag The share price is at new highs, and should continue to steadily advance imo.

Up yet again today. A nice 45,00 share buy at 170p was immediately followed by a UT buy at 173p, nicely above the current 172p published offer price. Very keen..

Worth noting how much of this is essential, non-discretionary work, and also how much is for blue chips who can be relied upon to pay up for and repeat such work: Working nationwide on essential maintenance for the Nationwide: Http://www.ptsg.co.uk/news/working-nationwide-nationwide/ More essential maintenance at Scottish Power's HQ: Http://www.ptsg.co.uk/news/powering-utility-providers/ Safety equipment testing for ITV: Http://www.ptsg.co.uk/news/safety-top-itv-towers/ PTSG appointed by Interserve for work at various Ministry of Justice sites around the country: Http://www.ptsg.co.uk/news/electrical-services-ministry-justice/ And for safety services at St James's Market in London: Http://www.ptsg.co.uk/news/stepping-st-jamess-market/ And at the Four Seasons Hotel in Tower Hill: Http://www.ptsg.co.uk/news/ptsgs-specialists-check-ten-trinity-square/ And at the Dolphin Shopping Centre in Poole: Http://www.ptsg.co.uk/news/safe-access-dolphin/

Https://www.aol.co.uk/news/2018/04/19/two-hot-small-cap-stocks-you-need-to-check-out-today/ "Discoverie Formerly known as ACAL, �301m market cap Discoverie(LSE: DSCV) designs, manufactures and distributes customised electronic products and solutions to businesses across a range of industries. Since I last covered the stock in mid-October, it has risen over 20%. In a year, it's surged over 60%. The trend here is clearly up. Are there more gains to come? A trading update released today sounds good, in my view, even if the stock has fallen a few percent this morning. The group advised that, since its last update on 31 January, trading has continued well, with full-year earnings likely to be in line with management expectations, reflecting "strong growth in year-on-year profitability." Group sales for the year ending 31 March increased 11% on a constant currency basis, including organic growth of 6%. The Design & Manufacturing division, which generates around 75% of the group's profits, enjoyed organic sales growth of 11% for the year. The firm advised that group gross margin "continues to strengthen," and that the order book at 31 March was at a record �122m, 12% higher than last year. Despite the rise in the share price over the last year, Discoverie's valuation remains attractive. City analysts expect the group to generate earnings of 24.9p per share this year, which places the stock on a forward-looking P/E ratio of 16.3. A P/E to growth ratio (PEG) of 1.4 suggests that's a fair price to pay for the growth being generated. Furthermore, a prospective dividend yield of just over 2% adds weight to the investment case. I rate Discoverie as a 'buy' at current levels."

Cardiff is going well - note that WJG's FSL will be managing the property: Https://wales247.co.uk/cardiffs-tallest-building-will-be-home-to-nearly-500-students-from-september/ "Cardiff's Tallest Building will be Home to nearly 500 students from September By Rhys Gregory Apr 23, 2018 Bridge Street Exchange, Cardiff's tallest building and newest studentaccommodation development, which is being developed by Watkin Jones plc, hits a construction milestone this week with a traditional "topping out" ceremony held on the 26th floor. At 85m high, Bridge Street Exchange is currently the tallest building in Cardiff and boasts fantastic views all around the city and further afield from the upper floors. Having taken just over a year to reach full height, the scheme will officially open its doors this September, providing high-quality student accommodation across 477 en-suite rooms and studio apartments. The scheme will have two roof gardens and three high-speed lifts have been installed to serve all of the 26 floors. A gym, cinema, laundry and social space will ensure that Bridge Street Exchange offers an unbeatable living experience in the city. The accommodation will be managed by Fresh Student Living, who manage over 16,000 beds across the UK and the Republic of Ireland. Jane Crouch, COO for Fresh Property Group, said: "Bridge Street Exchange will offer students an exceptional standard of accommodation in the heart of Cardiff within easy reach of both Cardiff University and the University of South Wales. We're excited to be moving into an iconic local landmark and look forward to welcoming students this September." Watkin Jones plc are developing the scheme, which previously housed retail units and restaurants, and the facade to the Charles Street elevation has been retained as it falls within a conservation area. The pavements and road surfaces around the scheme will be upgraded to enhance the local area further, and plans are in place to build four duplex apartments on the site. An application to allow non-students to live in the building in its first year has been submitted to the Council."

Comments from the CEO on Asian growth and on the results: Https://www.ainonline.com/aviation-news/business-aviation/2018-04-15/gama-eyes-greater-china-progress-hong-kong-base "Gama Eyes Greater China Progress From Hong Kong Base by Ian Sheppard April 15, 2018, 9:00 PM Gama Aviation (Booth H1514) has reported another strong year of growth as the business aviation specialist�s operations in the U.S., Asia, and the Middle East all ticked up, with the U.S. performing the strongest. In Asia, Gama Aviation acquired Hutchison Whampoa�s 50 percent stake of its Hong Kong-based joint venture, with Hutchison instead becoming a strategic investor in the Gama Aviation group by taking a 20 percent stake. The group itself now also holds a 20 percent stake in Hong Kong Chek Lap Kok International Airport-based MRO provider CASL. �We�re very well placed in the Asia market,� co-founder and CEO Marwan Khalek told AIN. �We�ve decided to use Hong Kong as our main base while in a holding pattern waiting to see what happens in Mainland China.� In the Middle East, revenue grew by 20.5 percent, to $23.5 million, and the division was �profitable for the first time,� returning $0.5 million. In October, Gama Aviation bought out the Jet Set�s 51 percent stake in its Middle East ground division as part of its �planned development in the region.� After the company�s 2017 results were released on March 19, Khalek said Gama is looking to bolster its European operations and become less UK-centric. The company, which is currently listed on the UK�s Alternative Investment Market (AIM), recorded 2017 revenues of $207.4 million, up 5.8 percent, with underlying profit of $18.7 million. It has now laid the foundation for the next steps of development and growth, raising �48 million (approximately $67 million) in February. Of this, $10 million has been earmarked for investment in two maintenance facilities in the U.S. (one on the East Coast and one on the West); $10 million for developing its Sharjah, UAE business aviation center; and the rest for �acquisitions in the Europe air and ground divisions and the Middle East air division.� Khalek said the European division �Needs scale and needs to be more European.� In the U.S., the new division created through the merger of its U.S. operations with the BBA aircraft management business (Landmark), rebranded as Gama Aviation Signature, in which Gama Aviation has a 24.5 percent stake, saw �significant growth� resulting in its U.S. air-related activities increasing in revenue by 35 percent, to $518 million. This was also fueled by the �continued growth of our Wheels Up contract,� said the company. It added, �The integration of the BBA business is delivering the envisaged benefits: adding complementary West Coast coverage to the existing East

The IC have just today published their new AIM 100, the guide to the junior market. And in at no.52.... Https://www.investorschronicle.co.uk/shares/2018/04/20/the-aim-100-2018-60-to-51/ "52. Iomart According to market intelligence provider IDC, global spending on public cloud services and infrastructure is set to reach $160bn (�114bn) in 2018, a rise of 23 per cent on last year. Reassuring news - you�d think - for cloud computing companies everywhere, Iomart (IOM) among them. It�s rarely that simple, and Iomart must operate in a crowded market within which giants such as Amazon Web Services (AWS) compete. But in terms of public sector cloud hosting, the Aim company�s broker Shore Capital notes that AWS primarily handles very large contracts with knowledgeable customers, whereas Iomart�s skills and consultancy benefit medium-sized enterprises �without deep IT skills�. Clearly, there�s room for both markets. For Iomart, a historic combination of organic growth and well-integrated acquisitions points towards continued momentum. Encouragingly, a recent trading update for the group�s financial year to March stated that sales and adjusted pre-tax profits would meet consensus expectations � unsurprising given Iomart�s high levels of recurring revenue. At 365p, the shares trade at 20 times finnCap�s forecast adjusted EPS for FY2018, which we think offers reasonable value for a growing computing company with a healthy dividend yield. Buy."

The IC have just today published their new AIM 100, the guide to the junior market. And in at no.57.... Https://www.investorschronicle.co.uk/shares/2018/04/20/the-aim-100-2018-60-to-51/ "57. XLMedia In 2017, investors began to overlook their concerns with XLMedia�s (XLM) Israeli heritage and its exposure to the loosely regulated gambling industry. Still, an enterprise value to adjusted cash profits valuation of 6.4 times looks stingy considering the group�s pace of growth. In 2018, revenues are forecast to rise 11 per cent even without accounting for the expected acquisitions in the cyber security and financial services space. Once XL emerges from its period of investment, there is great potential for profit growth to outpace that of revenue as more of its websites start to turn a profit. In 2017, only 10 per cent of the 2,300-strong portfolio was profitable. Not that the group�s current profitability is anything to complain about: operating margins in the publishing business currently stand at 80 per cent and they�re improving in the media business � where the group drives traffic to its partners� websites � as XL increases its focus on quality customers. Buy."

The IC have just today published their annual review of the AIM 100, their guide to the junior market. SOM are a Buy: Https://www.investorschronicle.co.uk/shares/2018/04/20/the-aim-100-2018-90-to-81/ "89. Somero Enterprises High-tech concrete levelling might not sound like the most fascinating specialism, but Somero Enterprises (SOM) is proving just how lucrative this industry can be. Last year�s performance took Somero ever closer to its $90m sales target for 2018. And the company now targets a net cash balance of at least $15m, with plans to distribute 50 per cent of excess cash as a special dividend. Where could future growth lie? Europe has enjoyed excellent revenue momentum, and the equipment fleet here may be due for technological upgrades, possibly engendering new opportunities. Meanwhile, bosses have identified a serious addressable market in China and also plan to focus on wider international expansion, along with new product development. At 395p, Somero trades on a multiple of 15 times broker FinnCap�s forecast adjusted EPS for 2018. More demanding than when we tipped the company (279p, 28 Dec 2017), but supported by compound annual revenue growth of 17 per cent from 2013 to 2017, and the attractive prospect of supplementary dividends. Buy."

The IC have just today published their annual review of the AIM 100, their guide to the junior market. RNWH are a Buy: Https://www.investorschronicle.co.uk/shares/2018/04/20/the-aim-100-2018-90-to-81/ "81. Renew Engineering services has long been the driving force behind improvements at Renew (RNWH). The group has seen its sales and order book grow consistently in the division in recent years, boosted further by efforts to increase the quality of earnings. As a result, adjusted operating profit was up more than 16 per cent at the last update. The group�s latest trading update, released in April, continued this theme, with management expecting to report an increased forward order book at the half year. Growth in engineering services came predominantly from the infrastructure and environmental sectors. The group reports its results for the six months to March 2018 in May, and investors will be hoping for news that will push the shares up to where they were at the start of the year. The share price fell 19 per cent at the end of January as the group released its pre-annual meeting trading statement, which warned that some public sector customers were paying more slowly than usual, and announced the retirement of chairman Roy Harrison. The share price continued to fall until management announced the disposal of Forefront in early February. The sale of that business marked the group�s willingness to cut its losses. It had originally intended Forefront to exit its lossmaking low-pressure small-diameter gas pipe replacement activities, but when by the fifth month of the year the remaining business had shown no signs of improving financial performance, management sold it for a minimal price and took a �9m write-down on its balance sheet. Looking ahead, the question to answer will be how far the group�s engineering division can grow. It carries a good mix of work across energy, environmental, specialist building and infrastructure projects. This diversification may come in useful in coming years as investment in water infrastructure � in which the group does a lot of work � will likely wind down as the AMP cycle reaches its end and water companies prepare to submit their business plans for the next period. Investors should look for further increases in the order book, whether the group looks likely to slip from its year-end net cash target and whether any progress is being made on margins. At 383p, shares in Renew now trade at 11 times forecast earnings, well below where they have been trading in recent times. With the disposal of Forefront the group is well positioned to improve its margins and deliver further growth. Buy."

Up to 102.5p now after �25,000 of buys at 100p just now. Yet still on a single-figure current year P/E of only 9.1.

Peel Hunt retain their Buy and 470p target, whilst Finncap retain their 456p target. There should be short-term value here as well as medium and long-term, as DSCV have repeatedly stated they intend to continue making acquisitions which will drive up earnings.

Good news for CTO, for the next few years at least: Https://www.theguardian.com/business/2018/apr/18/londons-skyline-soars-with-record-510-tall-buildings-in-pipeline "London's skyline soars with record 510 tall buildings in pipeline Construction has begun on cluster of skyscrapers that will transform city over next decade London�s skyline is to be transformed over the next decade with a record 510 tall towers, more than 20 storeys high, planned or under construction. The total is up from 455 towers in the pipeline in 2016, according to research from the industry forum New London Architecture (NLA) and real estate consultancy GL Hearn. Construction has started on 115 towers, also a record. Over the past two years, work started on more projects than in the preceding five years combined. Twenty-two Bishopsgate, formerly nicknamed �the Pinnacle� and then �the Stump� after work stalled, will be � at 62 storeys or 278 metres � the tallest building in the City of London when it is completed next year. However, in the 2020s it will be overtaken by 1 Undershaft, nicknamed the Trellis, at 290m. Two of Europe�s tallest residential towers will be the 233-metre Landmark Pinnacle on the Isle of Dogs and the 235-metre Spire London, also in Canary Wharf. Both are expected to be completed by 2020. But they do not come close to the Shard, which, at 310 metres, remains the tallest building in Europe."

Here's the beginning and conclusion of Liberum's latest note FYI: "Positive contract news in Italy and the USA BUY Target price 79p| Published price 28p | This week GAN has announced further market share gains in Italy and a key extension with Paddy Power Betfair in New Jersey. Both of these deals support forecasts. The outlook for GAN looks increasingly underpinned by the increasing pace of US regulation for real-money Casino and potentially Sports betting in the US." "Target Price 79p FY18 will reflect the investment in launching real-money platforms for major clients in the US and Europe, as well as a couple of customer wins in Simulated, and translates into FY18 EBITDA of �1.7m. Our FY19 forecast shows the ramp of US real-money as well as move into profit for the on-line casino partnership with Chickasaw Nation (owners of WinStar the world�s largest casino). Adding in assumptions for simulated (19 live Casino groups) drives our forecast Group revenue up nearly 60% to c�23m and EBITDA of �6m (pre-tax profits of �0.6m)."

Hybridan have a 35p target price. They go for 2.15p EPS this year, with a closing cash pile of �2.5m. They note that earnings-enhancing acquisitions are firmly on the table. The following extract also stresses the potential for large �1m+ contract wins from the rail rolling stock boom from already existing customers: "The 2018 opening order book of �18m has been maintained and coverage of 2018 revenues from that order book and from the first quarter's revenues has now increased to over �15m. This gives 85% coverage of our FY Dec 2018E revenue forecast of �17.5m (+12.3% year on year). Our PBT forecasts for the same period are �1.2m. The Board has expressed confidence that the 2018 full year results will show further progress over those achieved in 2017. Petards remains in discussions for major new projects across all areas of the business. We are hopeful that some of these can be converted over the rest of the year although it is likely that revenue recognition would be weighted towards future periods. Further headway has been made with the MOD with the recent �1.1m extension of an existing support contract. Investment in new rail rolling stock continues, and there are a number of UK new builds where we believe Petards state of the art rail technology solutions stands a great chance of picking up seven figure orders. Bombardier, a Petards customer has been awarded contracts for over 1,000 vehicles in total for the South Western and West Midlands Railways. Other major contracts out for tender to train builders include South Eastern (800 vehicles), New Tube for London (3,000 vehicles) and HS2 (800+ vehicles). The good news is that the majority of likely contenders for these tenders are already Petards customers."

Good news on two successive days. Yesterday's extension is particularly important as it shows a high degree of confidence in GAN's performance and systems from Paddy Power Betfair. I wonder if the prospect of the renewal of the New Jersey agreement has been holding the share price back? If so we may see some further movement upwards: Http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/GAN/13608385.html Good to see Liberum retain their Buy and 79p price target yesterday.

This new interview, with the creative producer in charge of the guest experience at Universal Orlando Resort, confirms Tapu Tapu is "getting better and better" and is the future of theme parks/attractions: Https://www.valuewalk.com/2018/04/fun-digital-creating-theme-park-future/ "Siggelkow: How are you using the information you�re gathering from your guests to think about new attractions or amenities? Merz: Universal has opened their third theme park in Orlando. It�s a water park called Volcano Bay, and it�s a full-day resort experience. We introduced a new RFID wristband that every guest gets as they come into the park. The park has a tropical theme to it, and the wristband is called Tapu. It has a longer-range, two-way communication and a little screen on it. For guests, this wristband personalizes their day to the attractions that they want to go see. Unlike FastPass or other types of ride wait-time systems, this one responds in real time to the rides you want to go on. You�re free to enjoy your day as you�d like, and the band will tell you when your ride is ready to go or if your ride is available sooner than you had planned. You�re not spending your day waiting in lines. You�ve expressed your preferences upfront. The system knows that, monitors that and creates a hassle-free experience. It was a big challenge for Universal to do this, and it took an army of very technical people to sort through the logistics of how to manage such a large group of people in real time. The experience just keeps getting better and better as they learn more and refine the algorithms that direct people. Terwiesch: How do you find out about guests� needs? Merz: In a lot of these experiences, you can infer certain data. But for the most part, when guests are going to a park, they�re very deliberate about the types of experiences they want. Even with this technology, there are multiple ways that guests can express their interests. They can go through the Universal app. They can engage with the team members when they arrive, and the team members have different tablets that they can update preferences with. The nice thing about it is that as soon as the guest is identified, the system can immediately present to the team members previous information about this guest in a very quick, digestible manner. The team member can respond in a more personalized way rather than having to ask a whole bunch of questions about their day. The team members can see it all on a dashboard. �The wristband is called Tapu Tapu. It has a longer-range, two-way communication and a little screen on it.� �Eric Merz In the theme park industry, there has been a challenge in providing guest service. If you compare the experience of actually being in a park versus the process of planning a vacation � all of those online clicks and selections are tracked. That inform

Very encouraging in-line trading update, particularly the continuing strength in D&M (75% of profits) and the record order books, 12% higher than last year. Gross margins are higher again, and acquisitions are bedding in nicely: Https://www.investegate.co.uk/discoverie-group-plc--dscv-/rns/trading-update/201804190700023872L/

at 155p. Great to see his continuing faith - hopefully this is the upward turning point for the share price.