Member Info for rivaldo

New contract win today in Saudi Arabia: Https://www.ideagen.com/company/news/ideagen-to-work-with-saudi-ground-services-company/ "Saudi Ground Services Company choose Ideagen to improve safety, quality & security management 19 February 2018 SGS will implement Ideagen�s Q-Pulse software across 27 locations in the Kingdom of Saudi Arabia Saudi Ground Services Company (SGS) , the leading ground handling services company in Saudi Arabia, is enhancing safety, quality and security management across the Kingdom using software from Ideagen. Ideagen Q-Pulse has replaced a series of manual and paper systems currently in use by SGS to maintain compliance to internal standards and certifications. Q-Pulse will become SGS� electronic centralised management system, helping 27 SGS locations in the Kingdom to streamline document creation and control, audit management and provide functionality for non-conformance, deviation and analysis. etc"

Simon Thompson of the IC has just published this afternoon a Buy tip update on GMAA, which should bring in more buying interest. A couple of quotes - imo WH Ireland's 370p target is nearer the mark, but 325p would be a good start: "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." "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 placing. I continue to rate Gama�s shares a buy and reiterate my 325p target price"

Good to see a bounce today after a surprising fall last week. Hopefully there'll be a trading update in March again this year. I suspect the share price will have recovered nicely to 1000p or more before then.

Hi cm45. I often find the quieter the thread the higher quality the company :o)) Looking good again here. Results will be on 14th March. With a booming US economy, huge potential in China and India and this outlook from January, there's every reason to believe SOM's upswing will continue for some time yet: "Outlook Following record results in 2017, the Board is confident in the Company's ability to deliver another year of profitable growth in 2018 as the underlying market conditions in our core markets remain positive and as the Board continues to see significant growth opportunities in our other territories. The Board's confidence is further supported by recently enacted pro-growth US corporate tax law changes which are expected to stimulate increased economic activity in the Company's largest market."

Numis last week reiterated their Buy and 1865p target: Https://weekherald.com/2018/02/14/keywords-studios-kws-rating-reiterated-by-numis-securities.html

Good to see Friday's bounce continuing. Whilst I was on hols last week, XLM were tipped here as a Buy before the March 13th results: Https://www.forbes.com/sites/roystonwild/2018/02/13/3-value-stocks-to-buy-before-march-including-this-ftse-100-star/#676840bb403d "XLMedia I believe share selectors should consider snapping up XLMedia before next trading details are released on Tuesday, March 13th. Back in November the digital marketing specialist advised that it �has continued to trade strongly since the half year end� and that, as a consequence, it predicted that adjusted EBITDA for the full year would be �materially ahead of expectations.� XLMedia noted that this strength has been broad based, with strong organic growth being reported across the company. And the group is in great shape to enjoy booming sales in the years ahead as it bulks up its presence in the lucrative territory of North America, a region the firm considers a �major opportunity... to grow in various verticals, such as financial services, cyber security, mobile apps and, as markets increasingly regulate, online gambling.� Accordingly City analysts expect XLMedia to record earnings rises of 7% and 2% in 2018 and 2019 respectively, figures which result in a forward P/E ratio of 14.6 times, inside the widely-accepted value benchmark terrain of 15 times or below. On top of this, juicy dividend yields of 3.4% and 3.8% for this year and next provide an extra reason to check XLMedia out."

while I was on hols last week: https://www.investegate.co.uk/proactis-holdings--phd-/rns/trading-update-and-notice-of-results/201802120700045179E/ It's good to see the �5m of post-acquisition cost synergies well on track. The outlook is terrific: "The rate and value of new customer wins and cross-selling activity has been strong in comparison with the prior year on a like for like basis and there was also a healthy contribution of new customer wins from Perfect. The Group's order book and pipeline remain encouraging for the remainder of the year." I can see Finncap's 250p target being met reasonably quickly once the market gets to grips with PHD's potential, recurring income etc.

A superb report from WJG's AGM from Glaws2, which I hope he won't miknd me copying here: "A very brief AGM report below; there were 4 private investors - the meeting ran to 75 mins with the majority of the time on shareholder questions. Senior management (below board level) from WJG also attended. 1. Very confident of the business going forward; BTR will be the growth engine � see big opportunities here with a �wall of money� waiting to come in. 2. BTR specification being honed; got the impression that the Leeds development was very much a proof of concept. 3. Questioned on the lack of forward sales on BTR and thus the carrying of the development risk they were emphatic that this is a short term event and once they are satisfied that they have got the right BTR model will move to forward selling in the same way that they do on the student side. Thought it would be 12-18 months to get to this position. 4. CEO resignation � due to difficulties in personal life. Stressed that it was definitively not the case of getting out due to impending problems � quite the reverse in fact in terms of strength of the business. City reaction was surprise, disappointment but acceptance given the business was strong. Indeed some institutions have increased holdings in the light of recent share price weakness. 5. Future role for Mark Watkins-Jones � would like him to become a NED (and he has indicated he is willing); but have held off on the appointment as they want the CEO to have an input into that decision. If he were to be appointed an additional NED would also be added as counter balance." WJG have also just submitted plans for a new apartment block in Chester - to be completed by 2020: Https://www.insidermedia.com/insider/northwest/plans-in-for-chester-apartments "Plans in for Chester apartments 15 Feb 2018 Plans to build a Chester apartment block on the site of a former motor parts factory and car rental office have been submitted. Watkin Jones is behind the proposals through Trafford Street Chester Ltd. The site is located on Trafford Street and nearby St Anne Street, and sits on brownfield land. It is currently occupied by two vacant units which were occupied by Partco and Hertz. The application is to erect a part-four and part-five-storey complex comprising 35 high quality apartments; 16 one-bed and 19 two-bed. It would also include 44 cycle spaces and 39 car parking spaces. A planning statement submitted by Watkin Jones notes that the scheme would have a "positive impact" on the city, providing the opportunity to "comprehensively redevelop an important, underutilised brownfield site". "This proposal is immediately deliverable," it added."There is a commitment by the Watkin Jones Group for delivering this development to enable completion by 2020."

RNWH have been tipped by Numis as one of those likely to benefit most from HS2 and other rail industry developments: Http://www.lse.co.uk/sharecast-news-article.asp?ArticleCode=27071925&ArticleHeadline=Costain_Balfour_and_Renew_best_placed_for_HS2_and_other_rail_gains "AIM-listed Renew Holdings "offers the greatest exposure to rail opex" in the analysts 'universe' of stocks. The rail industry has high barriers to entry which, according to Numis, which suggest that incumbents such as these "will be the major beneficiaries of increased opex and capex workloads."

Berenberg note that their initial 2700p target has upside to 3800p given ACSO's firepower for M&A, plus the potential for margin increases. One final sentence omitted from the prior post: "M&A also offers material upside The analysts also pointed out that M&A offers material upside for the group, with accesso having spent around US$170mln on five acquisitions since 2012. They added that with more than US$120mln of balance sheet firepower estimated over 2018-2020, they believe that accesso will likely use M&A to accelerate growth in new verticals and geographies. They said their analysis indicates that M&A could deliver 30%-plus earnings upgrades for accesso over 2018-2020 and add up to 1,100 points to their base-case DCF price target."

Berenberg note that their initial 2700p target has upside to 3800p given ACSO's firepower for M&A, plus the potential for margin increases: "Material margin growth expected The analysts also said they believe accesso�s software as a service (SaaS)-based revenue share model will drive material margin growth over the coming years. They added: �This model requires accesso to bear the upfront implementation costs, reducing contract margins at the outset, but with ongoing costs largely fixed and with growing contract revenues, we would expect margins to naturally increase over time.� The Berenberg analysts said while their base case already models EBIT margins to expand to 16%-18% in 2018-2020, they believe EBIT margins of 17%-21% in 2018-2020 and 30%-plus by 2025, are achievable. They added that this upside scenario would increase their 2018-2020 EBIT estimates for accesso by 4%-15%, and add +700 basis points to their base-case discounted cashflow-based price target. M&A also offers material upside The analysts also pointed out that M&A offers material upside for the group, with accesso having spent around US$170mln on five acquisitions since 2012. They added that with more than US$120mln of balance sheet firepower estimated over 2018-2020, they believe that accesso will likely use M&A to accelerate growth in new verticals and geographies. They said their analysis indicates that M&A could deliver 30%-plus earnings upgrades for accesso over 2018 "

Berenberg note that their initial 2700p target has upside to 3800p given ACSO's firepower for M&A, plus the potential for margin increases: Http://www.proactiveinvestors.co.uk/companies/news/191642/berenberg-sees-20-upside-potential-for-accesso-technology-as-it-starts-coverage-with-a-buy-191642.html "Berenberg sees 20% upside potential for accesso Technology as it starts coverage with a �buy� 13:04 14 Feb 2018 Berenberg's analysts pointed out that accesso's end-to-end technology stack combined with its global footprint positions the group well in a market that is fragmented by product, geography and vertical German bank Berenberg has initiated coverage on accesso Technology Group PLC (LON:ACSO) with a �buy� rating and a price target of 2,700p, offering over 20% upside potential to the shares which are currently trading at 2,230p each. In a note to clients, Berenberg�s analysts noted that accesso is the leading provider of virtual queuing, ticketing and point-of-sale (POS) solutions for the global leisure industry. They pointed out that this end-to-end technology stack combined with the AIM-listed group's global footprint positions the group well in a market that is fragmented by product, geography and vertical. The analysts said: �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. We believe these factors will continue to drive double-digit organic revenue growth over the coming years.� They added: �Coupled with the capacity to consolidate its fragmented industry and a scalable business model, we believe accesso can grow to multiples of its current size on a multi-year view.� The Berenberg analysts noted that since 2012, accesso has delivered a compound average growth rate (CAGR) of 12% in organic revenue. They believe that level of growth is sustainable as accesso�s breadth of solutions and depth of intellectual property will, in their view, allow it to: 1) continue to take share in the large US theme park market, 2) capitalise on the increasing investment in the Asian theme park market and 3) continue expanding its addressable market by entering new high-value verticals, such as live events, festivals, sport and cultural activities. The analysts said: �Given these opportunities, and with the leisure market as a whole increasingly adopting digital supply chain and ecommerce solutions, we believe accesso will continue to deliver at least double-digit organic growth over the coming years. As such, they forecast a 13% organic revenue CAGR for 2018-2020."

GMAA have been tipped in the Telegraph - here's the complete tip FYI. Some very positive commentary from the fund manager at Downing: Daily Telegraph Business section 14/2/2018 : " Update : Gama Aviation . Gama Aviation , tipped at 193.5p in August last year , has announced plans to raise �48M by selling new shares . Gama's existing partner in Hong Kong , Hutchinson Whampoa , has committed � 32.7M for 21pc of Gama's enlarged equity . "This is a coup for Gama , giving it the financial firepower to take the company to the next level " , said Nick Hawthorn of Downing , who holds shares in the group . " Since we invested , management have done everything they said they would . It's only a matter of time before the true potential of this business is realised . The shares continue to look cheap at only 8.8 times 2019 earnings . We believe that they deserve to be rated at least in line with peers at 12.5 times earnings , which would imply a share price of 370p " . Questor [ the Telegraph's shares tipster ] says : buy ."

I note that the RNS also confirms GMAA's intentions to use part of the proceeds for acquisitions in both Air and Ground in the UK and Middle East. So it's likely that the paltry fundamentals above will be improved even further. Good to see GMAA tipped here as part of an article on small-cap growth stocks (I hold LPA and KWS which are also tipped): Https://www.stockopedia.com/content/in-search-of-small-cap-growth-stocks-that-can-resist-market-volatility-315418/?utm_source=Stockopedia&utm_campaign=a452381058-Newsletter+15+February+2018+-+Non+Subscribers&utm_medium=email&utm_term=0_268b4798a8-a452381058-31275461 GMAA meets Giles Hargreave's rules for such growth stock investing per the article: �Positive earnings-per-share (EPS) that have been growing by more than 10% compounded over three and five years. �Return on Capital of more than 12%. �Net Margins are increasing year-on-year. �Positive relative price strength. �A constituent of the FTSE SmallCap or AIM All-Share index.

Excellent news whilst I was on hols re the 245p placing to fund further growth - really hardly any discount considering GMAA's usual volatility and illiquidity, which should now be reduced somewhat. In particular, great to see the mighty Hutchison Whampoa taking 21% of GMAA. This is a big vote of confidence going forward. The confidence in saying this so early in the financial year is also striking: "Directors are confident in the strength of the Group's operations and believe the Company is well placed to achieve its expectations in the current year" WH Ireland's forecast is now for 30c EPS this year rising to 41.2c EPS next year. That's a forward P/E of just 8.8 - and a PEG of a miniscule 0.23!

Wonderful news flow last week whilst I was away on hols.... (1) Berenberg initiated with a Buy and 2700p target. Berenberg are a sizeable and highly respected German investment bank (2) Cedar Fair have renewed for another 5 years across ALL of their properties, i.e a big vote of confidence in ACSO. The City love this guaranteed, recurring income, and is one big reason why they love ACSO (3) The President and CEO of IAAPA will succeed Steve Brown as CEO. This has to be the most impressive and heavyweight appointment ACSO could possibly have announced! And it's evidently amicable as Steve is continuing to advise for a further year. The comment from the new appointee was most intriguing imo: "Paul Noland commented: "I'm thrilled to be joining Accesso at such an exciting time in its development. The Accesso team has built a fantastic business and I look forward to bringing my experience to bear in driving it forward. My background across the industry gives me a full sense of the opportunity Accesso has before it, and with the combination of outstanding technology and fantastic people already in place, I'm full of excitement about the future." Which suggests that there is much excitement still to come here. TB's aim of shaking up the entire ticketing and entertainment sector looks like it has some way to run yet.

Nice - Finncap have today increased their price target to 456p (from 405p): Http://investing.thisismoney.co.uk/broker-views/

Looks like lots more business coming for IQE - and Android devices will no doubt be announcing the same soon: http://www.patentlyapple.com/patently-apple/2018/02/a-supply-chain-report-confirms-apple-to-extend-face-id-to-three-smartphones-this-year.html "February 08, 2018 A Supply Chain Report Confirms Apple to Extend Face ID to Three Smartphones this Year" The shorters certainly look like a concert party now. This is (a) all historic and (b) immaterial as regards the company as it is and going forward. Even if IQE have been over-zealous in their historic JV accounting, it's simply a matter of interpretation under the accounting rules which has been OK'd year after year by IQE's auditors. Licence fee income is now completely de minimis. In contrast, the core business is in fast-growth mode preparing for revenues and profits incomparably higher than those in the JVs. If this is all the ammunition they have, then the game's up for the shorters as we approach news flow time.

The February issue of Master Investor magazine is out today, and it has a nice plug for DKL which will hopefully attract some interest: Https://masterinvestor.co.uk/wp-content/uploads/2018/02/Master-Investor-Magazine-Issue-35.pdf "Two British companies which are old Africa hands DekelOil Public Ltd. (LON:DKL) is one of the leading commodity groups trading in palm oil. Britain's involvement in African palm oil goes back to 1907 when one William Lever from Bolton was one of the first to import palm oil to make soap at his Lancashire plant. He then set off for the Congo with his brother James and established Lever Brothers. Lever Brothers merged with the Dutch company Margarine Unie in 1931 to form Unilever (LON:ULVR). Palm oil can now be found in half of all consumer goods in Western grocery stores from chocolate, ice cream, baked goods, soaps, lotions, and detergents. DekelOil has comea long way since its IPO in 2013. It runs a profitable seed to palm oil operation in the Ivory Coast which produced 39,000 tonnes last year. Its shares climbed steadily in January after it posted record production levels for Q4 2017 and was rewarded with a BUY recommendation by brokers Cantor Fitzgerald. Be aware that in mid-2017 the company's shares fell from 14 pence to 9 pence after it revealed mechanical problems at its mill. 70 percent of production takes place between January and June and the outlook for 2018 is promising. DekelOil has palm supply agreements with many local farmers and does not operate company-owned estates as other commodity producers do. In 2015 London-listed New Britain Palm Oil was acquired by Malaysian palm oil giant Sime Darby (KLSE:SIME). Could DelekOil be another acquisition target?"

Peel Hunt today reiterate their Buy and 188p target: Http://investing.thisismoney.co.uk/broker-views/