Member Info for rivaldo

Very encouraging year end trading statement: https://www.investegate.co.uk/gan-plc--gan-/rns/trading-statement---notice-of-results/201801231400016892C/ - positive EBITDA for the year - Italy and the USA performing well - preparing for Pennsylvania's launch this year of real money Regulated Gaming - additional potential from Illinois, New York and Michigan possible soon - potential allowance of online sports betting in the US Most intriguingly, there could be big news soon re patents - I suspect GAN wouldn't have announced this in an RNS unless something was about to happen: "GAN has now placed a selected number of US casino operators on notice of GAN's Patent and associated intellectual property and anticipates concluding commercial licensing arrangements which shall contribute to GAN's revenue and earnings in 2018."

Bouncing steadily this week on excellent volumes, indicating good demand at these levels, be it Aberforth or others buying more.

Lots of good news recently: Https://www.gamaaviation.com/news/european-news/oxford-airport-maintenance/ "7th Jan 2018 Oxford airport maintenance facility receives FAA approval Gama Aviation Oxford airport maintenance receives FAA approval to support private jet maintenance for Bombardier Globals, Challengers and Embraer Legacy. Gama Aviation�s Oxford airport private jet maintenance base has added to its comprehensive coverage with the addition of FAA approvals for �N� registered Bombardier Globals, Challengers, the Embraer Legacy series and the Bae Hawker series. Scott Corbett, Base Maintenance Manager, Gama Aviation Oxford, commented: �This summer has seen a high volume of maintenance activity taking place in Oxford. The new FAA approval, combined with our 24/7 AOG coverage for these highly popular types creates a compelling proposition for individuals and fleet owners who want holistic coverage for their aircraft.� Https://www.gamaaviation.com/news/asia-news/casl-receives-faa-bombardier-maintenance-approval/ "4th Jan 2018 Hong Kong Bombardier maintenance approval Gama Aviation, is pleased to announce China Aviation Services Limited has been awarded Hong Kong Bombardier maintenance approval with a comprehensive FAA Ops Spec at its Hong Kong International Airport base. The FAA Bombardier Global maintenance approval for the BD-700 series, enables Gama Aviation�s Hong Kong business to sell, under its general sales agreement with CASL, base maintenance (up to and including 3C / 24 month inputs) to local and regionally based FAA registered Bombardier clients. etc" Https://www.gamaaviation.com/news/maintenance/nvis-integration/ "7th Jan 2018 Night vision NVIS integration for special mission"

Looking good for NTQ: Https://www.thetimes.co.uk/edition/business/halliburton-oilfield-services-chief-is-gushing-about-shale-boom-2xnxnkzpb "Halliburton Oilfield services chief is gushing about shale boom The North American shale oil boom will step up a gear this year, the boss of the world�s second largest oilfield services provider has predicted. Jeff Miller, president and chief executive of Halliburton, said that he was optimistic about the prospects for the oil industry generally and for North America in particular, where the company�s revenues are climbing. Shares in Halliburton rose by 4.9 per cent to $55.63 yesterday afternoon after it unveiled improved fourth-quarter results driven higher by North American shale activity. Mr Miller�s optimism echoed that of Paal Kibsgaard, the head of Schlumberger, the world�s largest oilfield services group, on Friday. Halliburton, which is valued at about $50 billion, and Schlumberger, which is worth about $110 billion, help drilling companies to set up oil and gas wells. Their financial performance and commentary from management are seen as bellwethers for the oil industry.... ...Mr Miller said said that he was �optimistic about what I see in 2018�. Revenue from the completion and production division was $3.8 billion, against $2.3 billion a year ago. The drilling and evaluation division reported revenue of $2.1 billion, up from $1.8 billion. The rise was powered by increased drilling activity in the Middle East and North America and by sales in Latin America."

Finncap have increased their target price to 120p (from 108p): Http://investing.thisismoney.co.uk/broker-views/

https://www.investegate.co.uk/xlmedia-plc--xlm-/rns/notice-of-results/201801230700055827C/ "XLMedia (AIM: XLM), a leading digital performance marketing expert, is pleased to confirm that trading remained strong throughout 2017 and in line with its previous trading update on 21 November 2017." Results will be on 13th March. We know that they will be good, so hopefully we'll see a good run-up into the results and beyond.

Loads to go still imo....

Agreed. Excellent results - looks like at 14.4p EPS they beat expectations nicely. Gearing is low, order books are well up and prospects are rosy: https://www.investegate.co.uk/lpa-group-plc--lpa-/rns/final-results/201801230700035878C/ "Outlook Our order book and prospects in our home and export markets are very positive indicators. The current financial year has started well. We look forward to our medium and longer term future with great confidence." "Sales output in the first quarter is significantly ahead of the same period last year confirming the continuing growth potential of the business."

Cheers - good to see DKL attracting decent media attention. Hopefully it'll bring in further buying interest: Extracts: "It runs a profitable �seed to palm oil� project in the Ivory Coast, and last year pumped out 39,000 tonnes. The shares have been climbing steadily over the past two weeks after it posted record levels of palm oil production in its fourth quarter and was rewarded with a Buy rating from analysts at Cantor Fitzgerald. Adam Forsyth at Cantor says: �A stronger fourth quarter shows DekelOil back on track. The ability to secure premium prices is also apparent. It is set to complete the planned capacity increase at its mill ahead of the peak harvesting season starting in February.� "One more bonus for investors could be the M&A play. Malaysian palm oil producing giants such as Sime Darby � who have a stake in Battersea Power Station � have a history of snapping up smaller players. In 2014, Felda Global Ventures acquired AIM-listed Asian Plantations for �120 million. This was followed in 2015 by Sime Darby who completed a $1.7 billion acquisition of London-listed New Britain Palm Oil. Will DekelOil be next?"

Cheers - good to see Simon Thompson so positive, as follows: "Watkin Jones built on solid foundations Shares in Watkin Jones (WJG:207.5p), a construction company specialising in purpose-built student and private rented sector (PRS) accommodation, have been on a tear since I first recommended buying at 103p when the company floated on Aim ('A profitable education', 3 Apr 2016). I last advised running profits at 223p ahead of this month�s full-year results (�Trading plays�, 9 Oct 2017), and the price subsequently hit the 250p target I highlighted. The results certainly didn�t disappoint, but the share price has since pulled back on news that chief executive Mark Watkin Jones, who has so successfully led the company, is stepping down for personal reasons. The caution is overdone. In the 12 months to the end of September 2017, Watkin Jones� underlying pre-tax profits and EPS both rose by 13 per cent to a record �43.3m and 14p, respectively, on revenues up from �267m to �302m, reflecting the completion of 10 student accommodation developments. Cash generation was mightily impressive, driving net funds up by more than a quarter to �41m. The pipeline is impressive, too, as all 10 student accommodation developments scheduled for delivered this year have been forward sold, as have 85 per cent of the targeted beds for the 2019 financial year. Furthermore, the company�s activity in the build-to-rent market is gathering pace. Watkin Jones now has five development sites targeting 1,500 units, having completed its first scheme of 322 units in Leeds. Reassuringly, the forward pipeline de-risks forecasts which point to EPS of 15.2p this year, and 16p in 2019, so underpinning expectations of a further 10 per cent hike in the payout per share to 7.3p and 8p, respectively. Also, as more developments complete, net funds are forecast to swell to �74m by September 2018, a sum worth 25p a share. This implies the shares are attractively rated on 12 times forward cash-adjusted earnings and offer a prospective dividend yield of 3.5 per cent. Buy."

https://www.investegate.co.uk/ideagen-plc--idea-/rns/interim-results/201801230700035896C/ Extremely impressive - loving the high recurring income at 63% of revenues, plus the increase in international sales. Note also the CEO's comments about further acquisitions being likely and the long-term confidence in IDEA's markets: "The Group continues to be committed to a 'buy and build' strategy and is in discussion with a number of potential acquisition targets which the Board believe would enhance the Group and support our ongoing growth strategy. Current Trading & Outlook The market for GRC management solutions remains fragmented and the drivers are long term and highly strategic. Trading continues to remain robust while a healthy pipeline reinforces confidence in our forecasts. We have been aware of the economic and political conditions in the UK for some time and the Group has responded by developing a strong and growing presence in a number of global markets. Our success in winning new business together with our increasing levels of recurring revenue and repeat business from our 3,000 strong customer base, provides us with confidence in the future prospects of the Group." Here's the main financial highlights: "Ideagen PLC (AIM: IDEA), a leading supplier of Information Management software to highly regulated industries, announces its unaudited interim results for the six months ended 31 October 2017. Financial Highlights � Revenue increased by 43% to �17.2 million (2016: �12.0 million) o Underlying organic revenue growth of 13% o New bookings increased by 78% to �10.8m (2016 : �6.1m) � Recurring revenues increased by 60% to �10.8 million (2016 : �6.7 million) � SaaS revenues increased by 122% to �3.9m (2016 : �1.7m) � Recurring revenues represent 63% of total revenue (2016: 56%) � Adjusted diluted EPS** increased by 38% to 1.73p (2016: 1.25p) � Adjusted EBITDA* increased by 52% to �4.7 million (2016: �3.1 million) � Adjusted PBT** increased by 56% to �4.1 million (2016: �2.6 million) � Cash generated by operations of �3.7 million (2016: �3.0 million) before a payment to HMRC of �0.8 million received from option holders in the prior year for taxes on options exercised � Net cash of �5.9 million (30 April 2017: �4.2 million; 31 October 2016: �4.8 million) � 15% increase in interim dividend to 0.078p (2016: 0.068p) *Before share based payments and exceptional items **Before share based payments, amortisation of acquisition intangibles and exceptional items Operational Highlights � Robust growth across all GRC product areas � Acquisitions made in 2016-17 fully integrated and meeting expectations � Strong momentum in sales in the USA, Europe and Asia-Pac

Encouraging to see PTSG winning work outside the UK now via this hospital in Gibraltar and elsewhere: Http://www.ptsg.co.uk/news/ptsg-strengthens-partnership-in-gibraltar-with-rooftop-installation/ Extract: "In recent years, PTSG has increased its delivery of work outside the UK, completing projects at many unique sites and in the process building partnerships with some prestigious international clients. As well as St Bernard�s Hospital the Group has an ongoing partnership with Iraqi telecoms provider FastIraq, delivering remedial and repair works via rope access. The company also currently delivers remedial works to roof and chimney structures in the Caribbean for Barbados�s sole electricity utility provider, Barbados Light and Power." Also a renewal contract for fall arrest systems nationwide at Morrisons: Http://www.ptsg.co.uk/news/ptsg-renews-fall-arrest-contract-with-morrisons/ and impressively, a new contract at 100 buildings for the Department of Work and Pensions: Http://www.ptsg.co.uk/news/ptsg-returns-to-work-for-dwp-with-fall-arrest-contract-renewal/ "Premier Technical Services Group PLC (PTSG) has received an order to provide fall arrest testing services for the Department of Work and Pensions (DWP). Operatives from PTSG�s specialist Access and Safety division will attend more than 100 buildings currently used by the DWP, to provide testing, inspections, refurbishment and replacement of existing fall arrest equipment, including guard rails, fixed ladders, anchor points and abseil bolts. The equipment is installed to provide protection to anyone carrying out high-level works at the sites."

The rather successful Amati UK Smaller Companies VCT have today issued their December 2017 newsletter. In it they note that they're now taken an initial position in DSCV. Which is nice.... Http://amatiglobal.com/documents/TB_Amati_UK_Smaller_Companies_Fund_Factsheet_B_Acc_Dec_2017.pdf "We added a position in DiscoverIE Group (formerly Acal), a manufacturer and distributor of electronic components. DiscoverIE is reporting a strong order book, driven by design wins including electronic vehicle charging components and medical equipment."

New research note out from Edison today - they go for 9.2p EPS for the year ending soon, with 11.2p EPS to March'19 (with a 3.9p dividend): Http://www.edisoninvestmentresearch.com/research/report/carclo816392/preview/ Their new valuation range is 145p-154p. They also note that (1) their forecasts are "conservative" re the introduction of the mid-volume auto lighting programme commencing this year, and (2) they've as yet taken no account of the likely tax benefits to CAR of the Trump tax cuts. Given CAR's usual volatility I agree their conclusion that if CAR issue news flow confirming that the delayed contracts are being signed off, then there could be a quick recovery back to 120p-130p and then upwards from there: "We believe that newsflow demonstrating that the contract delays besetting both divisions are over should help close the valuation gap, with potential for further share price appreciation beyond this as Carclo begins to deliver on the mid-volume automotive lighting programmes."

Great start to the week, with buying now coming in at 258p. Looks like our large buyer is still out there. Hopefully new almost 2-year highs coming soon, but still lots of upside to WH Ireland's 370p target price.

Tipped in Shares Magazine this week - notes Finncap's increased 450p target and concludes "keep buying": Https://www.pressreader.com/uk/shares/20180118/281767039636899

Https://www.investegate.co.uk/dekeloil-plc--dkl-/rns/operations-update-for-producing-palm-oil-project/201801220700044634C/ "DekelOil Public Limited, operator and 100% owner of the profitable and vertically integrated Ayenouan palm oil project in C�te d'Ivoire, is pleased to announce a positive update on its ongoing programme to improve the productivity and profitability of its crude palm oil ('CPO') extraction mill ('the Mill') in readiness for the upcoming peak harvesting season which is expected to commence imminently. � Installation of a second boiler for the Mill to minimise downtime in the event of a breakdown has been completed ahead of schedule and on budget o Expected to lead to an increase in CPO production in 2018 as lost production as a result of boiler issues in the 2017 high season should be avoided going forward o As announced in November 2016 the total capital investment for the boiler stood at �1.25 million � 25% upgrade in the Mill's capacity to 75 tonnes per hour ('tph') from 60tph to increase the volumes of CPO produced at Ayenouan in the peak period has been completed and testing has proved successful � The additional boiler and capacity increase form part of the Company's ongoing plan to optimise performance of the Mill, which included the following initiatives that were completed in 2017: o Construction of an additional 3,000t tank to increase overall on-site CPO storage capacity to 8,000t to provide flexibility regarding timings of the sale of CPO and enable sales prices to be maximised o Acquisition of an Empty Fruit Press to extract additional CPO from empty fruit bunches � The team continues to develop its smallholder network to expand the reach of collection hubs and increase Fresh Fruit Bunch delivery to the Mill DekelOil Executive Director Lincoln Moore said, "We continue to make excellent progress in optimising our processing and production capability. The installation of the second boiler and the 25% increase in capacity at the Mill are both part of our ongoing programme to maximise CPO production at Ayenouan, particularly during the high season in Cote d'Ivoire which we are now entering for 2018. These initiatives are designed to reduce downtime and eliminate bottlenecks at the Mill so that more fruit can be processed to produce CPO and PKO. In tandem with these Mill improvements, we continue to work closely with local smallholders to facilitate the delivery of fruit to the Mill via our distribution hubs which are strategically located at sites around our project area. We are determined to ensure all production and logistical operations are fully optimised during the upcoming high season."

Moving up strongly now though! Overhang cleared perhaps.

WH Ireland have today reiterated their forecasts of: last year: 32.9c EPS this year: 36.0c EPS next year: 41.2c EPS The pound has pushed up to $1.38 at present, but may be back to say $1.30 in terms of translation pretty soon. A single-figure P/E and a PEG of less than 1 marks GMAA as cheap and with a good value growth rating. The legal shenanigans may or may not hold it back for a while, but it'll only take a little interest to cause a good re-rating. Nicely done dhlindy. It's encouraging that, unusually for GMAA, any selling this morning has been mopped up without a price move, suggesting there's a buyer or two out there.

Great news that these shares were placed at 202.5p - essentially around the all-time highs! Https://www.investegate.co.uk/premier-technical--ptsg-/rns/director-pdmr-shareholding/201801190700053210C/ It's only a small percentage of the vendors' holdings, but it's natural they'd want to reduce at some stage from the almost 40% they own between them. More importantly, this increases liquidity and shows good institutional appetite for the shares. Evidently the story is beginning to be appreciated in the City.