Member Info for rivaldo

SEH hotels covers over 600 properties across 12 countries... "SEH United Hoteliers Group Selects Perfect Commerce, a PROACTIS Company, for Major Online Marketplace Project 14/03/2018 Business Wire SEH to improve purchasing strategy with new cloud-based services Perfect Commerce, a PROACTIS company and global Spend Control and eProcurement provider, today announced that it has been selected by SEH United Hoteliers (SEH) to deploy its cloud-based eProcurement platform in Europe. The project will enable SEH Group�s purchasing organisation to offer new online services to its hoteliers, while increasing the efficiency of its purchasing strategy. The group decided to create a marketplace to allow all hotel owners, both within and outside the group, to make more intelligent purchases with increased transparency. This emphasises the group�s loyalty to independent hoteliers. Perfect Commerce was chosen due to its experience with similar projects, international scope and ease of use. The SEH team was particularly drawn to the user-friendly and intuitive eProcurement and Catalogue Management solutions: �With Perfect Commerce, SEH will be able to guide its members towards a new stage of digital transformation by offering an online service for all purchases on a digital platform,� says David Esseryk, Chief Digital and Marketing Officer, SEH United Hoteliers. �Implementing the purchasing marketplace will better serve our hoteliers and provide a 100% online service with a single-order basket,� added Elisabeth Meulle, Head of the Group Purchasing Organisation. The new service will be available to all hotel owners from Spring 2018 and will be rapidly deployed. The Software-as-a-Service (SaaS) model and supplier recruitment services, exclusively offered by Perfect Commerce, are key factors in fast and efficient implementation. �We are proud of the trust SEH has placed in us,� stated Martial Gerardin, Managing Director, Europe for Perfect Commerce. �It is a recognition of our experience and the excellence of our solutions."

I wonder whether IQE will RNS this later today? It may be under the materiality limits for a full RNS, but it's important enough imo to warrant issuing under at least an RNS-Reach: http://www.silex.com.au/Silex/media/Corporate-Governance/17-SLX-IQE-Option-Exercise-160318-final.pdf?ext=.pdf.ToString().Replace(%22~%22,%22%22) "IQE, the world�s leading epiwafer supplier, to acquire Translucent�s unique �cREO�� technology 16 March 2018 Highlights � IQE has elected to acquire Silex subsidiary Translucent Inc�s cREO� technology; � A payment of US$5 million for the sale of the technology is due to be received within six months in either cash or IQE stock; � IQE is executing a multi-application roadmap for commercialisation of the cREO� technology with the first product sales expected in the next 2 to 3 years; � A perpetual royalty of up to 6% will be payable on the sale of IQE products that utilise the cREO�. Silex Systems Limited (Silex) (ASX: SLX) (OTCQX: SILXY) is pleased to announce that IQE Plc (AIM: IQE) has elected to purchase the Company�s cREO� technology. The election has been made at the conclusion of the 30-month license period in accordance with the 2015 agreement between Silex subsidiary Translucent Inc and UK-based IQE, for the license and assignment of Translucent�s innovative �Rare Earth Oxide� (cREO�) semiconductor technology. A payment of US$5 million for the sale of the cREO� technology is due to be paid within six months in either cash or IQE stock. In addition, a perpetual royalty will be payable to Translucent on the sale of any IQE products that utilise Translucent�s cREO� technology. In the case of bare cREO� template products, a royalty of 6% on sales will be payable. In the case of finished epiwafers fabricated on top of cREO� templates, a royalty of 3% of sales will be payable. It is expected that the cREO� template will account for around 40% to 50% of the value of any finished epiwafer product. IQE has a roadmap to commercialisation within a 2 to 3-year timeframe with minimum agreed royalties due to commence to be paid at the end of 2019...... The cREO� technology was successfully transferred in late 2015 to IQE�s Greensboro, North Carolina manufacturing facility for the completion of product development and commercialisation activities during the 30-month license period. During this time, IQE have been developing cREO� for potential application in several next generation devices in the semiconductor, digital communications and power electronics industries...... .....During the license period, IQE successfully produced prototype templates on silicon wafers using two of Translucent�s production reactors, for trialling and qualification within the IQE Group and select commercial partners. IQE als

Good news: Https://www.med-technews.com/news/carclo-technical-plastics-opens-new-uk-facility/ "Carclo Technical Plastics opens new UK facility 14 March 2018 Carclo Technical Plastics (CTP) announces the official opening of its new manufacturing facility in Mitcham, Surrey. The new facility, which is based in Mitcham, Surrey, has invested in new manufacturing space, injection moulding machines, ancillaries and specialist staff support this and other projects. CTP has worked with BD Medical � Pharmaceutical Systems on the development and scale-up of its DV Vystra disposable pen. The new facility is intended for the manufacture of this product and was opened by councillor Stephen Alambritas and deputy mayor Judy Saunders from the London Borough of Merton. CTP�s UK managing director Patrick Ward stated �Carclo Technical Plastics is a specialist contract manufacturer of disposable diagnostic and drug delivery devices for the global medical industry. The Vystra � device underpins CTP�s continued growth within this sector.�

"I clearly wasn�t the only one running the slide rule over Aim-traded Gama Aviation (GMAA:258p), an operator of privately-owned jet aircraft, when I rated the shares a buy after the company issued a positive pre-close trading update ahead of results on Monday, 19 March 2018 (�Primed for gains�, 29 Jan 2018). Gama has just announced a placing of 19.5m shares at 245p each to raise �48m of new funds to ramp up its growth plans. Two-thirds of the new equity is being purchased by an affiliate of the mighty Hutchinson Whampoa (China), a Hong Kong-based conglomerate operating across a diverse number of sectors including the provision of aircraft maintenance and logistic services. Hutchinson will own 21 per cent of the enlarged share capital of 63.5m shares. The fundraising makes commercial and strategic sense. Around $19.8m (�14.2m) of the capital will be used to acquire Hutchinson�s Hong Kong aviation interests, including a 20 per cent stake in China Aircraft Services, a company founded in 1995 and one of only three operators that provide maintenance, repair and overhaul aviation services at Hong Kong International Airport. The $16m being paid for that stake implies a value of $80m for the equity, hardly a punchy valuation for a business that made pre-tax profits of $7.8m in its last financial year and has net assets of $72m. More importantly, it gives Gama access to markets that otherwise would have been difficult to access, and in a less capital intensive way, too. It also makes sense for Gama to deploy $10m on expanding hangar capacity and tooling and equipment at its fast-growing operations on the East and West coast of the US. The company operates from 14 locations across the country and manages a fleet of 200 aircraft, but growth is being held back by capacity constraints, an issue the new capital addresses, as well as providing cross-selling opportunities on the maintenance side of the business. Strategically, it�s a smart call to allocate $5m as seed capital to develop a new $45m aviation centre at Sharjah International Airport, given capacity constraints at Dubai International Airport. It�s not only a lower cost base, but is geographically well located, thereby offering a platform for expansion in the Middle East. In the near term, the placing will be dilutive to EPS, which is why analyst John Cummins at broking house WH Ireland expects EPS to dip from 32.9� to 30� this year, even though pre-tax profits are forecast to rise 29 per cent to $22.6m on revenues up 18 per cent to $691m. The payoff will be seen in 2019 when he predicts a 50 per cent hike in pre-tax profits to $33.1m on revenues of $758m to deliver EPS of 41.2�, or almost 30p, implying the shares are being priced on a forward PE ratio of 8.5. It�s not hard to understand why chief executive Marwan Khalek is investing �625,000 of his own money to purchase 255,000 shares in the pl

Https://www.investorschronicle.co.uk/tips-ideas/2018/03/15/somero-winches-up-dividend/ "Tip Update: Buy at 370p Record full-year revenue took Somero (SOM) within striking distance of its $90m (�65m) sales target. The concrete levelling specialist�s adjusted cash profit also reached a new high, rising 14 per cent to $28m. In somewhat of a hat-trick, operating cash flow simultaneously rose to an unprecedented $19.8m from $17m year on year. Topping off an excellent set of results, Somero has updated its dividend policy: management now targets a year-end net cash balance of $15m, whereby 50 per cent of any surplus cash will be distributed to investors � for 2017, this meant a special dividend of 3.6� a share. The proportion of non-US revenue rose to 32 per cent, reflecting an increasingly diversified top line. Europe was the star performer with eye-catching growth of 53 per cent to $12.2m. Management says the company's European equipment fleet is relatively old so technological upgrades could breed new opportunities. China endured a 14 per cent decline in sales to $5.5m, largely driven by a sluggish first half. Somero still sees a strong opportunity to expand its market presence here, albeit over a longer timeframe. Middle Eastern sales also fell 28 per cent to $2.1m, although activity levels were maintained. Analysts at finnCap forecast adjusted pre-tax profit of $27.7m and EPS of 37.7� for 2018, up from $26.2m and 36.5� in 2017. IC View Trading on an undemanding forward multiple of 14, the shares still represent good value � particularly given management�s confidence in US growth prospects. The new dividend policy is an added bonus. Buy."

Hybridan have also issued a new note. They go for 2.15p EPS this year, with a closing cash pile of �2.51m. They summarise as follows: "Petards ended the year with a strong order book of over �18m, with over �12m thereof deliverable in the current financial year. This has been further augmented by a subsequent �1.5m order from the Ministry of Defence (MOD). Prior to this, defence orders scheduled for delivery in 2018 were almost 40% higher than at the same stage last year. 2017 was a significant year of investment for the Group, particularly in eyeTrain software and hardware products. Nevertheless, positive cash flow from operations combined with a conversion of all outstanding debt meant that net cash grew from �775k to �1.3m. The outlook for the rail division remains strong. Petards has six of the world's largest train builders as its customers. The 2017 edition of the Long Term Rolling Stock Strategy published by leading players in the UK rail industry forecast that the number of vehicles in service will increase by 20-25% in the period to 2024. The outlook for Petards� defence products is positive in the medium to long term as the MOD, encouraged by Brexit, turns to cheaper UK suppliers, and is released from EU competition rules. Our 2018 forecasts are looking for revenue growth of 12.3% to �17.5m and adjusted EBITDA growth of 17.8% to �1.91m. On a current year EV/EBITDA multiple of 5.8x and PE multiple of just 11.5x, we do not believe the rating adequately reflects the solid niche, that Petards has built in the rail sector which is underpinned by very solid long-term growth drivers. In due course we would hope to see Petards grow its product offering in the sector either organically or by acquisition."

First review of JWE - and he absolutely loves it :o)) https://www.reddit.com/r/jurassicworldevo/comments/849tpz/bestinslot_first_impressions_vlog_3_i_played/ He can't say anything specific due to NDA, but if that level of enthusiasm is replicated then it'll be a monster hit.

Berenberg today say Buy with 350p target: Http://investing.thisismoney.co.uk/broker-views/

Very nice indeed - Peel Hunt initiates coverage today, with a Buy and a 3100p target price..... Http://investing.thisismoney.co.uk/broker-views/

Good to see DSCV spreading the word with a Capital Markets Day this afternoon: Https://www.investegate.co.uk/discoverie-group-plc--dscv-/rns/notice-of-capital-markets-day/201803150700027560H/ "The event will include a series of presentations by executive and operational management to give greater insight into the Group as well as product demonstrations to showcase discoverIE's innovative electronics. No new material trading information will be disclosed. A trading update for the year ending 31 March 2018 will be published on 19 April 2018."

WH Ireland, as well as forecasting 2p EPS this year, also forecast that the cash pile will rise to �3.5m by the close of 2019 from �2.5m this year (against a �13m m/cap). They note: "The order book stood as at 31 December stood at over �18m, providing excellent visibility over the next 18-months, including over �12m order coverage for FY 2018E. Following the results, we have left our FY 2018E earnings expectations unchanged, whilst introducing FY 2019E forecasts for the first time. At current levels, the shares trade on a lowly 11.7x FY 2018E PER and 5.6x EV/EBITDA and we continue to see fair value at 30p." And conclude: "Looking forward, the Group is well set for the year ahead with the order book standing at �18m as at 31 December, with �12m for delivery in FY 2018E and �5m for FY 2019E, including Stadler Bussnang AG on the list of customers for the first time. Encouragingly, management notes that the Group is in ongoing discussions for new projects across each of the areas of the business and it was encouraging to see the �1.5m Defence order last month. The shares currently trade on a FY 2018E fully diluted PER of 11.7x and EV/EBITDA of 5.6x. Given the level of secured work, in addition to the pipeline of opportunities, we believe that these multiples continue to undervalue the business."

Keywords Studios CEO Andrew Day explains why the company is so active with acquisitions #KWS @KeywordsStudios - thanks to @Chris_Dring & @GIBiz hTTps://www.gamesindustry.biz/articles/2018-03-12-could-games-development-transition-to-a-complete-outsource-model

Note that the EPS figures it quotes are cents, not pence...... https://www.investorschronicle.co.uk/tips-ideas/2018/03/13/xlmedia-makes-more-money-marketing/ "XLMedia makes more money marketing Tip Update: Buy at 184p They say that in the age of Facebook and Google, digital advertising is becoming an increasingly difficult market to crack. XLMedia�s (XLM) results have proved there is still money to be made in the marketing industry. Revenue at its media business � where it buys and develops ad campaigns for social media, mobile and pop-ups � rose 39 per cent to $66.4m (�47.8m) as the acquisition of ClicksMob complemented organic progress. But that pace of growth isn�t expected to be maintained in 2018 as management plans to prune its contract base and focus on higher-quality customers. Berenberg also thinks adjusted cash profit margins will fall back to around 33 per cent as the group invests in its technology. The broker has forecast pre-tax profit and EPS of �43m and 15.9p in the year to December 2018 (from �39m and 15p in 2017). Gambling and gaming are still a large chunk of the group�s 2,300 websites, but chief executive Ory Weihs aims to make personal finance the second-largest division. In 2017, most of XL�s acquisitions were in the personal finance market and since the year-end, management has spent a further $5.2m on similar websites. Mr Weihs thinks there are a great deal more expansion opportunities in the US and, having raised $43.6m on the stock market in January, the group has plenty of cash to fund its expansion plans there. IC View Momentum may have tempered in recent months but we think there are still expansion opportunities for XLMedia, which an enterprise value to adjusted cash profit ratio of 7.5 times fails to account for. Buy."

today, from 450p: https://ledgergazette.com/2018/03/14/somero-enterprises-som-price-target-increased-to-gbx-465-by-analysts-at-finncap.html

Nice write-up on the results: Https://www.fool.co.uk/investing/2018/03/14/two-5-dividend-stocks-you-may-not-have-spotted/ "Safecharge �450m market cap SafeCharge International Group (LSE: SCH) is a UK-based payment services provider. The company provides these services to a blue-chip client base all around the world, with its proprietary payment platform connecting directly to all major card schemes including Visa, MasterCard and American Express. Reporting full-year numbers for 2017 this morning, the company revealed that it processed 174m transactions last year, a 38% increase on 2016. This pushed revenues up a healthy 7% to $111.7m, although diluted earnings per share fell 9% to 15.8 cents on the back of larger employee-related and restructuring costs. Turning to the dividend, SafeCharge operates a policy whereby it pays out 75% of adjusted EBITDA, as long as there is no material M&A activity. As a result, the company has this morning announced a full-year payout of 16.9 cents per share, a yield of 4% at the current share price. That now marks three consecutive dividend increases since the firm paid its first distribution in 2014. In this time, the payout has grown over 100%. Can investors expect more dividend growth going forward? As it stands, City analysts currently forecast a payout of 21 cents per share for 2018. At today�s share price, that equates to a yield of 5%. However, analysts� forecasts can be a little inaccurate sometimes, so I�d approach that estimate with an element of caution. For example, today�s 16.9 cent dividend is around 11% below what analysts had pencilled in for 2017. Nonetheless, with CEO David Avgi commenting this morning that �we remain confident that our focus on higher quality revenues driven by a healthy sales pipeline will yield profitable revenue growth in 2018 and beyond,� the outlook here does look positive, in my view."

WH Ireland retain their 30p target today. They see 2p EPS this year, with the cash pile rising to �2.5m.

2017 was a year of consolidation as already known, with adjusted EBITDA today at the higher end of expectations. Lovely 16.89c dividend. And SCH's cash pile has increased to $108m. Most importantly, the outlook for this year is excellent: "Building on the record revenues and transaction processing volumes achieved in Q4 2017, the Group has made an excellent start to 2018 with a strong sales pipeline in both existing and new verticals. Transaction volumes continue to grow with volume exceeding US$ 1 billion for the first time in December 2017 and with very strong growth in the value of transactions processed through SafeCharge Acquiring." And: "The Directors look forward with confidence to 2018 and beyond. The Board is issuing guidance for 2018 with revenues expected to be in the range of US$125m to US$130m, and Adjusted EBITDA1 between US$36m and US$38m. This will be driven by continued growth from our existing client base and new customers due to start processing in 2018."

Excellent results - well ahead of forecasts for sales, EBITDA, PBT and EPS. PBT of $25.7m compares to just $24m forecast by Finncap. And 0.31c EPS compares to forecast 27.4c. Upgrades coming for this year? Plus there's a 3.6c special divi on top of the 15.5c normal divi. Most importantly, current trading for both the USA and Europe is very strong indeed: "Current Trading and Outlook The high level of activity in North America during the latter part of 2017 has continued in 2018. We continue to see strong interest in our equipment and remain encouraged by the positive non-residential construction outlook in the US for 2018. The expected positive impact from US corporate tax reform is an additional factor reinforcing our confidence in North American growth prospects. In Europe, the strong performance of 2017 is also expected to carry forward into 2018. Similar to conditions we see in the North American market, European interest in our equipment remains strong driven by demand for replacement equipment, technology upgrades, and new products. Our confidence in the growth prospects in Europe is supported by improved economic conditions across the territory."

PEG's results show them to be in excellent shape for this year, with the �1m deferrals from last year helping towards an impressive order book for 2018 and beyond. PEG also have �2m net cash, against the �13m m/cap. And PEG will gain a further �130k or so this year with no loan note interest payable. The Chairman's outlook statement is nicely confident, with new project discussions "across all areas of the business": "The Group's order book at 31 December 2017 was over �18 million, of which �12 million is expected to be taken to revenue during 2018. We are also engaged in on-going discussions for new projects across all areas of our business, many of which our customers have themselves already been awarded. This coupled with a strong balance sheet provides the board with confidence for the Group's prospects in 2018 and beyond." Good news today re QRO: "has also recently been awarded two multi-year framework contracts, the first with Thames Valley Police and Hampshire Constabulary and the second with the Cheshire Police. Both contracts are expected to contribute to revenues in 2018." With a core �1.62m positive EBITDA, and a good outlook in Rail, Defence and Traffic, prospects look pretty good imo.

Berenberg today reiterate their Buy and 290p target: Https://presstelegraph.com/berenberg-bank-reaffirmed-xlmedia-lonxlm-as-a-buy-they-now-have-a-target-of-gbx-290-00/ Short-term traders taking profits (or losses!) today - an opportunity for those with a slightly longer attention span toi buy in imho.