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Arden have produced a 16 page Buy note today on ZTF. I can't see a specific target price. They conclude "we see lots to like in the Zotefoams story and believe investors should continue to buy the stock."

Berenberg have reiterated their Buy and 475p target: Https://finnewsdaily.com/discoverie-group-londscv-berenberg-bank-reconfirms-buy-rating-today-has-a-target-of-gbx-475-00-share/

Whitman Howard's note with a 95p target price is worth a read as it outlines exactly why RTC deserve a higher rating than their sector comparators - and certainly higher than the current P/E of 6: "2017 Prelims | Adjusted PBT ahead of expectations Adjusted PBT at �1.5m for the 12 months ended December 2017 represented growth of 22% and was ahead of our expectation of �1.4m. In turn, this supported dividend growth of 13% against an expected 6%. Net debt was �4.4m though allowing for an unwind in receivables of �1.5m in January 2018, the underlying net debt position represents a significant improvement on the December 2016 position. Looking forward, we are leaving our adjusted 2018 PBT forecast unchanged representing adjusted PBT growth of 25% but note RTC�s commentary of �pursuing acquisitions�. Our 2018 forecast is underpinned by the material contributions expected from the SSE contract which becomes fully operational in 2018. We also introduce a 2020 PBT forecast implying a 3yr CAGR in PBT of 18%. Trading on a 2018 PE of 6x and offering a dividend yield of 6%, we maintain our buy recommendation and price target of 95p. At this level, the PE rating of 9x is in-line with peers. Benefit of having a diversified stream of income was demonstrated in 2017. ATA, GSS and the Derby Conference Centre (DCC) all reported increased operating profits which was able to offset the decline at Ganymede. ATA benefited from higher contract numbers and better cost control (the conversion rate was 25% vs 22.9%) which more than offset a decline in permanent gross profit. GSS was able to arrest its previous decline in earnings as a major client expanded its workload and GSS was able to win a new client � this allowed the divisional operating profit to increase to �0.5m against an expected decline to �0.2m. The DCC benefited from being fully let following refurbishment in 2016, while the decline in operating profits at Ganymede from �2.3m to �2.1m was attributable to less demand on its Network Rail CP5 framework. Dividend is sustainable. The dividend remains an attractive feature with RTC now yielding 6%. We believe this to be sustainable with the dividend cover being 2.4x and the actual expense being met from free cash flow. RTC deserves a higher rating. c80% of gross profits (ex DCC) can be viewed as recurring and confirms our argument that RTC deserves a higher rating as it should not be valued as a cyclical recruitment company e.g. visible revenues exceed �125m over the next three years. Its valuation/growth profile compares favourably to its peer group (Empresaria, Gattaca, Parity and Servoca), all of whom offer lower earnings growth in 2018 and a lower dividend yield, yet all trade on higher PE ratings. This confirms our belief that RTC is undervalued and that 95p reflects a fairer value for a company with its superior growth outlook."

The Aston Martin news is certainly the one big bright spot - this seems to be if anything progressing faster than expected, is near-term bringing increased revenues and is very good news. As for the rest.....I am a believer, and to have got this far with such continued interest from the mighty OEMs involved means that their interest is serious and the rewards large. But progress is truly snail-like. One thing is for certain. Once SCE do finalise production contracts with the OEMs, they'll be locked in for many years to come. No-one else would want or be able to go through this prolonged cycle of testing, re-calibrating, re-qualifying etc etc! Finncap retain their 24p target price and note that the results are consistent with their full year expectations. They reiterate what we know already, but do have a couple of additional snippets worth reading: "Further (to the increased Aston Martin revenues), progress with �near OEMs� (particularly Koenigsegg and Singer) is such that we expect a strong jump in volumes in FY2019E." "In our view, the wild card is OEM5 who have expressed a strong desire to use SCE discs and have a less onerous approval process versus OEM3." "Steady progress elsewhere: It is pleasing to see that the move to the new, much larger, Knowsley facility has been a success. The Small Volume Production Cell is fully up and running and it is this cell that will fulfil the Aston Martin contract. The first larger production cell is coming together well and SCE expects to be able to deliver �off-tools� samples in the current calendar year. On VDA6.3, the relevant German OEM(s) will conduct the audit when product testing is complete."

It's worth reiterating that PEG now have �2m cash (including the �700k compensation receipt). This is forecast to rise to �3m by the end of this year - against a mere �13.6m m/cap. With forecast 2.3p EPS, the ex-cash P/E must fall to only around 8.5 or so.

Good to see a late tick up at the close. Looks like there was a seller out there today keeping the price down, selling in 5k/10k chunks, so hopefully the tick up is a sign that his stock has run out.

Lovely close, with buying at 268p and 269p near the end of the day.

Continuing to move up, with buying now coming in at the full 265p offer price.

IMO's customer list in this new feature on RCS couldn't be more impressive: Https://www.telemediaonline.co.uk/mwc18-leading-uk-enterprises-explore-rcs-imimobile-mobile-world-congress/ "MWC18 Leading UK enterprises explore RCS with IMImobile at Mobile World Congress By Paul Skeldon on 26 February 2018 Messaging & Engagement, News IMImobile will showcase and demo RCS messaging experiences of its UK customers � Barclays, British Gas, Foxtons and Pizza Hut Delivery � at the GSMA Innovation City at Mobile World Congress in Barcelona. IMImobile has been working in collaboration with a number of partners, including the GSMA, Google, Vodafone and its customers to drive the awareness and adoption of RCS business messaging in the UK market. As part of its role in helping to drive adoption of RCS, IMImobile will be presenting a selection of demo use cases of its UK enterprise customers at the GSMA Innovation City at Mobile World Congress. Located in Hall 4, the GSMA Innovation City will be showcasing an array of cutting edge products, software and technology, shaping the future of digital customer engagement. Covering a wide selection of industries and use cases, Mobile World Congress attendees can be taken through a number of RCS demos that we have developed in conjunction with our UK customers including: mobile banking customer care for Barclays; parcel tracking for a leading logistics delivery company; engineer booking and reschedules for British Gas; pizza ordering and delivery for Pizza Hut Delivery; and real estate agency Foxtons � all using RCS to deliver enhanced mobile customer experience. �We are excited about RCS business messaging as it allows enterprises to create a richer and more interactive experience with their consumers. The GSMA Mobile World Congress in Barcelona provides the perfect platform to showcase and demo the feature-rich capabilities of RCS to a wider audience and we look forward to working with the messaging industry ecosystem to drive the adoption of RCS in the coming months,� says Sudarshan Dharmapuri, Senior Vice President of Product Management at IMImobile. RCS forms part of the growing messaging industry ecosystem and is seen by many as the successor to SMS in coming years. Offering significant advantages over SMS and an impressive capability list, businesses can use file and media sharing, hot buttons, carousels, rich graphic cards, and other features to create more engaging brand messaging and conversational experiences for their customers. Businesses have so far expressed a great appetite for RCS as it can help transform verified mobile messaging experiences and drive more conversational customer interaction. This is where enterprises are looking to shift customer engagement strategies and service fulfilment to interactive two-way messaging channels. This is due to a shift in consumer behaviour, with recent research highlighting the demand and p

Following Six Flags' forecast-beating results, Cedar Fair also delivered very good Q4 results and solid full year numbers. Most importantly, the outlook for this year is also very confident - which is of course good for ACSO: Https://finance.yahoo.com/news/buy-cedar-fair-fun-ahead-134001161.html "Sales from advance purchase commitments, including season passes, through the end of January are up 10% from the same time last year, driven by a strong capital program for 2018. "We are pleased to report a record fourth quarter performance as our parks had a strong finish to 2017," said Richard Zimmerman, Cedar Fair's president and chief executive officer.....This focus has enabled us to generate solid increases across all of our advance purchase channels for 2018, giving us confidence that the momentum we generated at the end of 2017 will continue."

Nice 316,000 share buy just now at 21.1p.

Almost �120,000 of shares just bought at 313p, causing a decent rise. New highs soon hopefully.

Good to see the price moving up on a 10k buy today. Perhaps not much stock around. WH Ireland have increased their forecasts for this year per Hemscott. They now go for 2.3p EPS this year (up from 2p EPS previously).

Whitman Howard today reiterate their 95p target price. They've increased their EPS and dividend forecasts for this year to 10p EPS (from 9.8p EPS) and a 3.85p dividend. This increases to 11.7p EPS next year and 13.3p EPS the year after, with 4.24p and 4.66p dividends.

Great results, with 8.06p EPS beating forecasts of 7.4p EPS and a very confident outlook for this year: Https://www.investegate.co.uk/rtc-group-plc--rtc-/rns/final-results-for-the-year-ended-31-december-2017/201802260700058573F/ - GSS has won a new contract and is thriving - Ganymede's new SSE contract is doing really well, and it has significant long-term recurring income - ATA is also performing well in temp work Plus RTC are promising a more aggressive growth strategy, with potentially acquisitions to come. EPS is well up on last year, helped by a smaller tax charge. It would have been even better but for a small provision re Carillion, but it seems that Ganymede may well benefit in bigger style from Carillion's collapse. RTC are looking pretty cheap at this price, particularly with such high guaranteed income. With over 9p EPS forecast this year, things are looking good.

That's really good news, cheers! Extract: "Focusing on 2018, it is also interesting to note last Thursday�s news that Apple are planning to upgrade the AirPod earphones. The AirPods come under the wearables segment of Apple products, which saw revenues rise by around 70% last year. The AirPods� popularity and Apple�s eagerness to continue to expand and upgrade the product should be very positive for IQE. This is important because AirPods, as well as the iPhone, use VCSELs. The VCSELs 3D-sensor technology, that is used for facial recognition in the new iPhones, is also used in AirPods. The application here is in how AirPods sense when they have fallen out of/ are removed from someone�s ear; the VCSELs can sense the changing 3D environment, and hence inform the system to pause when the AirPods are taken/ fall out. Although it is not entirely clear what sort of role that IQE play in the Apple supply chain, we may get some more clarity on the 20th of March, and for now we have the key quote from their CEO, Andrew Nelson, who has helped to clear things up slightly. He stated that IQE currently has about 80% of the VCSEL wafer market and that it supplies to pretty much all of the main players in the end markets, which we can assume includes Apple. Therefore, it is very likely that it is IQE�s VCSEL chips that are included in Apple�s AirPods, and hence as Apple upgrade the product it will translate into increased demand for IQE�s photonic technology and further the revenue potential for the supplier."

This article in the Times suggests GMAA's aviation servicing market is only getting bigger and bigger: Https://www.thetimes.co.uk/article/private-jets-chartered-for-as-little-as-500-cfzfh2xw6 "Private jets chartered for as little as $500 February 24 2018 After the financial crash of 2008 the writer Tom Wolfe imagined the dismay of bankers and chief executives forced to give up their private jets and move through the clogged intestines of commercial airports. A decade later executives are flying privately once more. Yet there are also signs that some of the great unwashed multitude are joining them. Tumbling prices for second-hand private jets have pushed many owners to charter their aircraft rather than sell at a loss. Companies have sprung up selling seats on Gulfstreams and Bombardiers for not much more than they might pay on Delta Airlines. Industry observers have recorded a 10 per cent increase in charters and prices as low as $500. Bob Seidel, who runs a jet charter company called Alerion, said that since 2000 the resale value of some jets had dropped from $32 million to $4 million. He thought that American television might have helped too. �Shows like The Bachelor, where they are taking private jets everywhere,� had helped to popularise the idea of private jet travel, he said. Among his customers he counts a cat that flew to London on a Gulfstream jet, sent by a woman whose daughter had gone to university there. �Her daughter missed the cat,� he said. �It was the only passenger on the plane.�

Good to see GMAA still looking strong. The price held nicely when the markets fell despite a few panickers, and it's moving back up on low volumes. Which hopefully means there's not much stock around.

Here's the text of today's Buy tip (cheers mate): "The global video games market is expanding at a rapid pace with a compound annual growth rate of 8.2 per cent forecast between 2016 and 2020, which according to industry expert NewZoo, will increase the industry's size to $143.5bn (�102.3bn). The opportunity for companies offering services to video games makers, such as Keywords Studios (KWS), is even greater given a burgeoning trend towards outsourcing. And that's before even taking into consideration the attractions of Keywords' industry relationships (it counts 23 of the world's 25 best-known games companies as clients), its scale and its potential to continue to act as a consolidator in a �highly fragmented� market. Keywords' repertoire is extensive: it offers art services, software engineering, audio services, player support and localisation services � including language translation for international games. The company has consistently beaten forecasts. A recent trading update maintained this trend: revenues and adjusted pre-tax profits for the year to December 2017 will be �comfortably ahead of consensus market expectations�, reaching at least �150m and �22.5m, respectively, up from �96.6m and �14.9m. The top line was buoyed by strong organic growth, coming in at 20 per cent by FinnCap�s estimation � up from 16 per cent in 2016. Among the drivers of this is the move towards an outsourced development model, and Keywords� emergence as the �go to� service provider. In turn, this is generating wider-reaching client agreements covering more of Keywords' services. Keywords has supplemented its underlying growth with acquisitions. Indeed, in 2017, its most transaction-heavy year to date, the company made 11 purchases across all of its service lines � collectively valued at $89m. The two largest were VMC and Sperasoft. The former, bought for $66.4m, enhances the group�s relatively nascent engineering segment. Having made $57.4m in adjusted sales and $6.4m in adjusted cash profits during the year to October 2017, it is expected to provide a significant boost to EPS in the first full year of ownership. Meanwhile, Sperasoft facilitates Keywords� move into �co-development� � whereby various services such as game programming and artwork are bundled together in the game development phase. Purchased for $27m in December, the business is expected to have grown revenues to around $20m during the 12 months ending December 2017 � up from $16m in 2016. Acquisitions have also helped Keywords to develop footholds in new territories, and the company has 42 facilities in 20 countries strategically located in Asia, the Americas and Europe. Of course, shopping requires cash. A �75m placing at 1,400p in October to fund the VMC deal provided an encouraging endorsement of the acqui

Fire protection work is rolling in: Http://www.ptsg.co.uk/news/ptsg-awarded-jumbo-fire-protection-contract-elephant-park/ "PTSG awarded �jumbo� fire protection contract at Elephant Park Premier Technical Services Group PLC (PTSG) has been awarded a contract to provide an installation of fire protection systems at a large housing and regeneration scheme in central London. Elephant Park is a major mixed-use development that will create almost 2,500 new homes and the largest new park in central London for 70 years. The first part of the park is already open, and work is currently progressing on the next three phases of the development which will also provide around 50 new shops, restaurants and cafes. PTSG�s Fire Solutions Division will deploy a team of highly-trained engineers to install sprinkler systems to the site�s community hub building, and will also install a water supply to the landlord areas of the development as part of the project�s tenant fit-out. PTSG Fire Solutions offers a tailored service for the installation and maintenance of wet risers, dry risers and sprinkler systems, emergency lighting and fire extinguisher services. The division has recently been awarded several other fire protection schemes at new property developments, including Royal Arsenal Riverside in Woolwich and Salford�s MediaCityUK."