Member Info for rivaldo

I see that Amey have taken up Carillions's Network Rail contracts: Http://www.constructionenquirer.com/2018/02/22/amey-rail-snaps-up-carillion-rail-projects-saving-700-jobs/ It's worth noting that RNWH's AMCO originally bought their tunnelling division from Amey, and that Amey and AMCO seemingly have a close relationship given their work together on major projects. Hopefully this is good news for RNWH.

Anyone got the full tip pls? Https://www.investorschronicle.co.uk/search/?q=keywords "Tips of the Week Ride the video games boom with Keywords Studios The digital games services provider is growing organically and through M&A, against a strong addressable market"

Consistently moving up this week - hopefully the start of a decent run up.

Encouraging to see an NED (via her husband) buying �10,000 of KWS shares at 1510p into an ISA: Https://www.investegate.co.uk/keywords-studios-plc--kws-/rns/director-pdmr-shareholding/201802221505326964F/

Been buying some of these in the wake of the AA announcement. Finncap's report today talks about a full rollout with the AA alone being worth �100m to TRAK, with a near-term push underpinning forecasts for the coming year of 10p EPS. They retain their 180p target for the moment. I note that the buying price has moved up fast this afternoon, hopefully indicating a lack of available stock.

News re MACOM's expanded portfolio of 5G/photonics products - I assume the link between MACOM and IQE doesn't have to be explained to anyone! Https://finance.yahoo.com/news/macom-showcase-next-generation-cloud-130000123.html "MACOM to Showcase Next-Generation Cloud Data Center and 5G Connectivity Solutions at OFC 2018 in San Diego, California Business Wire� February 22, 2018 "MACOM Technology Solutions Inc. (�MACOM�) will debut a newly expanded portfolio of optoelectronics and photonic solutions at OFC 2018 in San Diego, California, March 13th � 15th in Booth #2613. Meet with MACOM and learn how our lightwave portfolio is enabling high bandwidth and low latency, addressing the high-performance analog interfaces between electrical and optical domains, and providing solutions to meet the demanding size, power and signal integrity requirements of today�s high-speed 5G and Cloud Data Center networks. Leveraging deep domain experience in optical networking and a combination of cutting-edge semiconductor technologies, MACOM creates innovative and smart solutions enabling Cloud Data Centers, client access and metro and long-haul applications. Our complete and robust portfolio includes high-performance modulator drivers, transimpedance amplifiers, clock/data recovery circuits, crosspoints, APD, PIN photodiodes, FP and DFB lasers, silicon photonics, 53 Gbaud PAM-4 PHYs and ROSAs and TOSAs for enterprise and telecom optical systems operating up to 100G, 400G and beyond. Highlights in MACOM�s booth include: � Showcasing 400G SR8 fully analog chipset solution for QSFP-DD applications, featuring MACOM�s CDR, TIA and Driver � Showcasing MACOM�s 100G CWDM4 L-PIC� solution (Please note this is by appointment only in MACOM�s booth, #2613) � Showcasing 400G-FR4, the lowest cost upgrade path for >100G throughput, featuring MACOM�s PAM-4 PHY, L-PIC and TOSA/ROSA (Please note this is by appointment only in MACOM�s booth, #2613) � 5G optical connectivity solutions for SFP28 SR/LR/ER and 100G wireless chipsets (Please note this is by appointment only in MACOM�s booth, #2613) � 2018 Lightwave Innovation Award Finalists: MATA-03819 four-channel 100G linear TIA for 400G optical modules and PT-28E differential-output reference receiver module for 28/56 GB PAM-4 transmission receive applications"

Excellent news today. Good to see CSC has already won over �5m of business - and to see new InGaaS product lines being commercialised. N+1 Singer today retain their 181p target price and forecasts - and they say they expect further news flow as follows.,... "CSC is currently engaged with over a dozen high profile partners and together they have already won projects to the total value of over �5 million over the last 18 months. Further announcements are expected in due course from some of CSC's other industry, academic and development partners." In addition this morning... - Citigroup have reiterated their Buy and 195p target, and - Peel Hunt have reiterated their Buy and 188p target Http://investing.thisismoney.co.uk/broker-views/

Interesting trades late today, with the share price breaking upwards out of the range it's been stuck in. Around 70,000 shares were bought in the last 10 minutes of trading. Hopefully the start of a decent bounce following the �140,000 or so of shares bought by the directors last month at around 84p.

Excellent news, cheers.

Http://www.ptsg.co.uk/news/access-safety/ptsgs-integral-cradles-secures-access-solution-contract-sugar-quay/ "PTSG�s Integral Cradles secures access solution contract at Sugar Quay Premier Technical Services Group PLC (PTSG)�s specialist cradle installation business has secured an order to provide a specialist access solution for refurbishment works at a new development in the City of London. Sugar Quay sits on a prestigious direct riverside location on the north bank of the River Thames besides the Tower of London. The former office block is being replaced with a contemporary mixed-use scheme, including 165 private residential apartments; studios, 1, 2 and 3-bedroom apartments. Integral Cradles, acquired by PTSG in October 2015, has been awarded a contract to provide a bespoke access solution for glass replacement and cleaning projects at the scheme. The project will be delivered to an accelerated programme and is set to be completed during 2018." Http://www.ptsg.co.uk/news/ptsg-secures-ppm-contact-with-nottingham-university-nhs-trust/ "PTSG secures PPM contact with Nottingham University NHS Trust Premier Technical Services Group PLC (PTSG) has been awarded a contract to provide planned preventative maintenance (PPM) services across the Nottingham University NHS Trust. The work will see specialist engineers from PTSG�s Electrical Services division providing PPM services that include lightning protection and earthing disciplines at a number of sites for the trust, which is based in the heart of Nottingham. Nottingham University NHS Trust sites include the Queen�s Medical Centre, which houses a major trauma centre, Nottingham Children�s Hospital and the University of Nottingham�s School of Nursing and Medical School, as well as Nottingham City Hospital and Ropewalk House." http://www.ptsg.co.uk/news/ptsg-awarded-contract-to-protect-residences-at-new-edinburgh-development/ http://www.ptsg.co.uk/news/ptsgs-integral-cradles-gains-access-to-the-quay-club/ http://www.ptsg.co.uk/news/a-sky-scraping-access-solution-at-one-blackfriars/

Encouraging to see per this news from 2 days ago that CTO have doubled their Fire Alarm team in the last 6 months (and almost all via internal appointments too). Post the Grenfell Tower tragedy, fire prevention work has been going through the roof (I recently saw a presentation confirming this by one of my other investments, PTSG). Hopefully CTO will be benefiting: Http://www.tclarke.co.uk/news/the-best-fire-alarm-team-in-london Extract: "3. Current experience of successfully delivering major projects Our team has been fortunate in the recent period to have built our experience on a series of jobs which are high profile, challenging and successful. 60 Victoria Embankment is JP Morgan�s HQ and we successfully installed and commissioned our systems there while the business was still operating on site. Rathbone Square (now HQ of Facebook) involved us in heavily integrating the fire alarm and smoke damper system and going so far as to develop bespoke equipment to meet our client�s requirements for ease of commissioning. London Wall Place which houses HQs of Schroders and Cleary Gottlieb has been another current project on a massive scale."

Good news last night - Six Flags beat forecasts for their Q4 results, and they say they're "very well-positioned to deliver another record year in 2018": Https://finance.yahoo.com/news/six-flags-tops-street-4q-122833968.html Here are the full results: Https://finance.yahoo.com/news/eighth-consecutive-record-six-flags-120000992.html There's a conference call transcript here, which has very positive implications for ACSO as it: (1) specifically mentions Flash Pass as one of the growth drivers for in-park revenues (2) highlights the "large-scale" fast growth opportunity for acquisition of and growth in water parks in their portfolio: "We can have multiple water parks in each of our markets and there are dozens of potential opportunities and it is highly accretive to earnings." (3) focuses on near-term growth opportunities in China, Dubai, Vietnam etc etc Https://seekingalpha.com/article/4148565-six-flags-entertainments-six-ceo-jim-reid-anderson-q4-2017-results-earnings-call-transcript?part=single

FYI here's Finncap's investment summary from the recent note which lifted their target price to 456p: "Successfully targeting structural growth markets CORP discoverIE announced last week it had strengthened its position in the renewable energy and transportation end markets with the acquisition of Santon, a designer and manufacturer of differentiated, patented direct current switches. An initial �22.8m cash and �0.9m shares has been paid with contingent consideration of up to �19.9m subject to growth targets. We have upgraded our FY 2019 EPS by 8% and our target price to 456p bringing our target P/E in line with peers. Differentiated and growing. discoverIE�s strategy is to build a highly differentiated, international electronics design and manufacturing group. Santon increases the group�s exposure to the structural growth in renewable energy and transportation, increases international sales (Group sales into Asia will rise from 8% to 13%) and builds on the positions in niche components for solar power and wind power. Investing for growth. Santon has been investing in automation and discoverIE will reimburse the vendor �2.2m for this and invest a further �2.2m to provide additional capacity for growth. Santon operating margins were 13.0% in 2016 and we expect an enhancement from both continued growth and the investment programme. Net debt/EBITDA within target range. At March 2018, using a full year proforma for Santon, we forecast net debt EBITDA of 1.7x, falling to 1.4x over the next two years comfortably within management�s target range of 1.5-2.0x. EPS upgraded 8%. As shown on p3 we have upgraded our FY 2019E EPS by 8% and 2020E by 7%. We have assumed �4m of earn-out is paid in each of these years for Santon. Target price raised to 456p (previously 405p). With discoverIE continuing to prove its strategy we have valued the shares on a par with peers Diploma, Laird, Trifast and XP Power (see table p3). We also highlight the recent appointment of Bruce Thompson, soon to retire as CEO of Diploma, as a Non-Executive."

Https://www.fool.co.uk/investing/2018/02/11/this-promising-small-cap-stock-could-help-you-retire-early/ "Ninefold increase Take Renew Holdings (LSE: RNWH) for example. The AIM-listed engineering services group has not only proven it can turn a healthy profit, but has grown its market capitalisation more than ninefold since September 2005 without recourse to new equity. The Leeds-based group operates a number of autonomous subsidiary businesses which provide essential engineering services to maintain and renew UK infrastructure networks. These independently branded businesses have expert knowledge in their individual markets and directly deliver engineering services aligned to the needs of clients, many of whom are responsible for the long-term maintenance and renewal of national infrastructure networks. Strong results In its last completed financial year, the group delivered another strong set of results reflecting the company�s position as a leading provider of engineering services to many of the UK�s critical infrastructure assets and in particular the nuclear, rail and water markets. Group revenue (including �2.2m from a joint venture) increased by 6.7% to �560.8m, with adjusted pre-tax profits up 13.1% to �25.2m, compared to �22.3m reported for the year before. At the end of the 2017 financial year, the group�s order book stood at a healthy �511m, with a net cash position of �3.9m after the acquisition of Giffen Holdings for �7.2m during the year. High barriers to entry Renew�s share price has enjoyed spectacular growth over the past decade or so, but I think there�s plenty more to come from this �250m small-cap . The regulated markets in which the company operates have high barriers to entry and, alongside the group�s extensive expertise in delivering asset care and maintenance, provide strong opportunities for long-term growth. I believe the recent sell-off is unjustified with management confirming it has no financial exposure to Carillion. Herein lies a good opportunity for contrarians to buy on weakness at just 10 times current year earnings. Income seekers may turn their noses up at the relatively modest dividend yield of 2.7%, but payouts are covered more than three times by forecast earnings, leaving plenty of room for hefty hikes in the future."

Looking strong at present. Results are on 22nd March, and we know they'll be good from the excellent trading update, which concluded: "Inspired Energy had an excellent 2017 and I am confident that 2018 will be another year of significant progress for the Group with trading in the current year to date strong."

Hybridan have issued a new note today after the contract win. They leave their forecast at 2.03p diluted EPS for this year for the moment, and conclude: "The shares are trading at just 0.7x current year revenues and circa 10x current year earnings. We believe this remains a significant buying opportunity for a Company we are forecasting to record its fifth successive year of revenue and net profit growth. The orders announced today have further de-risked this opportunity."

More detail on Berenberg's new Buy note and 2700p target: Http://www.lse.co.uk/sharecast-news-article.asp?ArticleCode=27065419&ArticleHeadline=Berenberg_starts_Accesso_at_a_buy_sets_2700p_target "Berenberg starts Accesso at a 'buy', sets 2,700p target Wed, 14th Feb 2018 13:53 Analysts at Berenberg initiated coverage on leisure industry group Accesso Technology with a 'buy' rating on Wednesday, citing several factors that they believed would lead to "double-digit organic revenue growth" over the coming years as their reasoning. Berenberg stated that Accesso and its end-to-end technology stack, married with its global footprint, position it well in "a market that is fragmented by product, geography and vertical". "We believe this will allow Accesso to take market share in its core theme park market, but also expand in the broader leisure industry where it has less penetration," the Tuesday morning research note read. Berenberg initiated coverage with a 'buy' rating and a 2,700p price target. Berenberg said, "Accesso has spent c$170m on five acquisitions since 2012. With more than $120m of balance sheet firepower over 2018-20E, we believe that accesso will likely use M&A to accelerate growth in new verticals and geographies. Our analysis indicates that M&A could deliver 30%+ earnings upgrades over 2018-20E and add up to 1,100p to our base-case DCF price target." "We value accesso on a 80/20 blend of our base-case DCF and blue-sky valuation. Accesso trades on 37x 2018 P/E for a 20% 2018-20E EPS CAGR," the analysts concluded."

Nice �60,000 buy at 419p was largely responsible for the move up yesterday. Hopefully bodes well for today too.

I'm assuming the 75,000 share trade at 360p reported late cleared an overhang today. New highs today hopefully.

Lovely stuff - a big new �1.5m contract win for the MOD. Looks like 2018 will be a bumper year given the already deferred contracts from last year. Forecast EPS might now rise to around 2.15p-2.2p EPS or so.... Http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/PEG/13538643.html "Contract Win Petards, the AIM quoted developer of advanced security and surveillance systems, announces that it has been awarded �1.5 million in contracts from the UK Ministry of Defence ("MOD") for the provision of communications equipment and services in the UK. Petards has a long established reputation as a supplier of radio communications equipment together with related engineering services to the MOD and the award of these new �1.5 million projects cover the delivery of radio equipment and engineering support services, the majority of which are expected to be delivered during the first half of 2018. Raschid Abdullah, Chairman of Petards Group plc said: "Petards continues to be very proud of its unbroken 18 year relationship with the MOD in this field. We believe that the consistently high levels of customer service through our enabling agreement, together with our independently audited accreditations and expertise in supporting the MOD has again been recognised through the award of these contracts."