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Good news - Peel Hunt have today increased their target price to 450p (from 360p) and say Buy: Http://investing.thisismoney.co.uk/broker-views/ Happy New Year to anyone else here on this quiet thread! I suspect there's a lot of upside here this year and in the future as the transformation of this company takes hold.

ZTF gets a nice mention from Gervais Williams - "the combined business could be quite exciting over the coming years"....... hTtps://tinyurl.com/y6v3z8zj

Peel Hunt have today increased their price target to 440p (from 405p) and say Buy: Http://investing.thisismoney.co.uk/broker-views/

SCE now have an impressive full time Finance Director per yesterday's RNS: https://www.investegate.co.uk/surface-transforms--sce-/rns/appointment-of-new-financial-director/201801021205257316A/ The most interesting point about the new FD is (as posted elsewhere by longshanks) "that he comes from Bentley Motors, themselves part of VAG - a group that buys many thousands of carbon ceramic disks each year." Intriguing :o))

https://www.stockopedia.com/content/new-year-naps-top-stocks-for-2018-and-the-benefits-of-ignorance-291403/ "Sanderson Adventurous Micro Cap Super Stock - Software & IT Services Market Cap: $48.2 million , StockRank: 98, Risk/Style: Throughout last summer and as recently as November, we were rating Sanderson as a Contrarian stock. It had the hallmarks of a well-priced, good quality share, but its momentum was depressed. That changed in December, and a big hike in analyst forecasts saw the price momentum surge, taking this into Super Stock territory. Sanderson makes software and technology systems for shops and back-end sales fulfillment for online retailers. It's a small firm, which makes it prone to wobbles, and growth has been steady rather than spectacular, but there are signs that it's accelerating. Company statement: "Strong trading momentum maintained; further profitable growth."

Excellent news - initiation of coverage today with a Buy and a 354p target. I like the sound of the potential acquisitions.... Bryan Garnier are "a leading European independent investment bank focused on growth sectors": "SafeCharge Looks Like a 'Fledgling Wirecard': Bryan Garnier 0843 GMT - SafeCharge's expansion beyond its previous customer base of gambling companies should see the payment-services company attract more investor interest, according to Bryan Garnier. The investment bank said SafeCharge is beginning a phase of expansion and diversification, which is likely to include European acquisitions. This potential expansion leaves it looking like a "fledgling" peer to German payment and financial services company Wirecard, added Bryan Garnier, which initiates coverage of the stock with a buy rating and fair value estimate of 354 pence."

One of their Naps for the year: https://www.stockopedia.com/content/new-year-naps-top-stocks-for-2018-and-the-benefits-of-ignorance-291403/ "Volvere Balanced Micro Cap Style Neutral - Holding Companies Market Cap: £30.3 million, StockRank: 83 Volvere is an investment company that buys majority stakes in undervalued and/or distressed businesses and endeavours to fix them. Currently, its holdings span security solutions, food manufacturing and automotive consultancy. Shares in the group rose in by more than 65 per cent in 2017 and the latest interim figures show that its portfolio companies are trading in line with expectations or, in the case of the consultancy firm Impetus Automotive, trading very strongly. This is a favourite of Graham Neary, who covered the stock in September 2017. Company statement: “I'm delighted to report a solid set of results for the first half of 2017. We look forward to continuing progress in the remainder of 2017… Volvere and its team are strong and we are well placed to capitalise on further opportunities as they arise.”

GMAA are due to announce their year end trading update very soon if the last couple of years are anything to go by. Last year's update was on 9th January. I'm hopeful this year's will be good given the outlook in September's interims. The latest forecast is historic 24.61p EPS for last year, rising to 26.92p EPS this year. A P/E of 8.8 and a confirmed positive outlook in the next couple of weeks would help the market notice the potential upside of anywhere from 30%-100% from here: "Marwan Khalek, Chief Executive of Gama Aviation said: "The first half of 2017 has seen the Group maintain the positive momentum generated through last year to deliver a good performance in line with our expectations. In all divisions and all regions we achieved strong revenue growth and encouraging improved margin performance. The integration of the BBA aircraft management business into the US Air division is progressing well and benefiting from a buoyant US market. The 2016 acquisitions of Aviation Beauport and FlyerTech, in Europe Ground and Europe Air respectively, are performing above expectations. Gama Aviation is well positioned to continue to benefit from the opportunities that this highly fragmented market presents. Based on our performance to date and contract visibility, the Board is confident that the Group will meet its full year expectations."

hTtp://www.telegraph.co.uk/investing/shares/four-top-fund-managers-pick-stocks-expect-soar-2018/ "Somero Enterprises Market value: £162m Turnover (2016): £59m Pre-tax profit (2016): £16m Somero Enterprises is a £160m business that designs and manufactures laser-guided machines involved in laying concrete. Simon Moon and Fraser Mackersie, managers of the £660m Unicorn UK Income fund, said: “Despite its modest size, Somero is the clear global market leader in this specialist niche, with a strong presence in North America and growth in developing countries. “The shares are not expensive, trading on 15 times earnings for 2017, with a dividend yield of 3pc and cash available.” They said the growth in Somero’s business was organic as opposed to derived from acquisitions so it didn't require major expenditure, enabling the company to pay special dividends when it had built up excess cash. “With significant US earnings, American tax reforms could also provide a meaningful boost to future earnings – Somero paid an effective corporate tax rate of 30pc in 2016,” they added."

There's a number of new contract wins and renewals on the web site (yet again),: http://www.ptsg.co.uk/news/ including Stansted Airport, a pharmaceutical company, a hospital, Castle Quay Shopping Centre, a university, and also this re "one of London’s tallest residential towers" "to keep residents and building-users safe" - which might lead to further work on sprinkler systems, cladding etc: Http://www.ptsg.co.uk/news/access-safety/ptsg-building-links-with-one-of-londons-tallest-residential-towers/

Happy New Year to all here. 2018 should be another good year for XLM imho. In 2015 there was an "exceeding expectations" trading statement in November, which was followed by another "exceeding expectations" year end trading statement on 19th January. Let's hope the excellent "ahead of expectations" RNS of this November just gone is followed up with another good year end trading statement soon. And of course there could be another earnings-enhancing acquisition from the cash pile at any point.

Planning consent achieved for three new student developments in London and Chester, and also for three new Build to Rent developments: https://www.investegate.co.uk/watkin-jones-plc--wjg-/rns/planning-update-on-developments/201801030700027742A/ Plus a new BTE development site acquired in Uxbridge. Plus: "General momentum within the Group's student accommodation division is excellent, with the overall current pipeline standing at 9,120 beds, of which 6,090 beds are forward sold and 7,497 have achieved planning consent." Forward visibility and progress is improving all the time.

Given 12.65p EPS for the year about to end on 31st March, rising to 15.21p EPS forecast for next year, CAR will soon be on a P/E of only 8.2. Assuming that CAR can confirm that H2 trading was indeed good, as previously indicated, and that trading is in line with expectations, then there's at least 50% upside from here, potentially in a matter of months if all goes well. With global leadership in its niches of high-spec LED optics and medical equipment/consumables, and expansion both geographically and into new higher-volume car production the potential in the medium-term onwards is for a multibagger from here imho.

Decent start to the New Year. With historic EPS forecast at 12.14p, rising to 13.16p EPS this year, CTO are on a current year P/E of only 6.45. The 3.46p divi rising to 3.66p also puts CTO on a 4%+ yield. Hopefully this will be the year CTO pushes on to 120p+ and perhaps 140p-150p. With good net cash and substantial chunks of future revenue for this and next year already secured - plus the expansion into M&E now looking very good - CTO's prospects should be bright, as confirmed by the recent year end trading statement.

I note that the IC article doesn't even mention that SOM will benefit heavily from the new tax cuts in the USA - another reason for buying. And regarding those tax cuts, I also note that the new legislation provides for capital expenditure to now be written off for tax purposes in the year it's incurred, which it can't be at present. SOM should therefore benefit from this as well as the more straightforward tax cuts.

Welcome hybrasil, you've picked a good 'un imo :o)) There's a number of new contract wins and renewals on the web site (yet again), including Stansted Airport, a pharmaceutical company, a hospital, Castle Quay Shopping Centre, a university, and also this re "one of London’s tallest residential towers" "to keep residents and building-users safe" - which might lead to further work on sprinkler systems, cladding etc: Http://www.ptsg.co.uk/news/access-safety/ptsg-building-links-with-one-of-londons-tallest-residential-towers/

Nice: Http://www.thisismoney.co.uk/money/markets/article-5221985/Top-stocks-2018-Share-punts.html "A BET ON THE £50bn VIDEO GAMES BOOM by Matt Oliver It makes more money than Hollywood and is invading the living room – the video games industry is showing absolutely no signs of slowing down yet. While global box office revenues netted the film industry £30 billion, video games did better, and raked in more than £50 billion. Frontier Developments is one of the UK’s leaders in this field, producing hits that may not be household names for many but bring in millions. The Cambridge-based company has also just signed a potentially lucrative deal with Universal Pictures to produce a Jurassic Park strategy game. The arrangement includes the possibility it could lead to further tie-ups that could boost growth. Frontier is currently worth about £508 million but its shares have risen 370 per cent in the past year, and were 1324.5p yesterday."

Hi Qd22 - many thanks. Worth adding the concluding paragraph too (which someone sent me)! "IC View An expansion to its Fort Myers headquarters in Florida, accommodating future growth, will cost $1.3m, with most expenditure occurring in the first three months of 2018. But, while the shares are trading on a multiple of just 13 times forecast 2018 earnings, we think a re-rating is probable. Buy."

Should bring in some more buying interest: Http://www.thisismoney.co.uk/money/article-5223493/Inspired-Energy-firm-helps-fuel-year-winners.html "Our top stock was Inspired Energy, which helps companies to save money on their gas and electricity bills. The stock, which Midas recommended in February, has risen by exactly 50 per cent to 19.125p and brokers believe it should reach 25p over the coming months. Inspired’s performance is all the more impressive as its founder and chief executive Janet Thornton resigned abruptly in October for personal reasons. The company has reassured investors that her departure had nothing to do with the shape of the business and brokers remain optimistic about Inspired’s prospects. Importantly too, a new chief executive was instantly appointed – Mark Dickinson, an energy consultant with a successful track record of running energy firms. The group buys energy on behalf of companies, using its scale to negotiate cheaper terms than individual firms could obtain. Inspired also advises businesses on how best to manage their energy usage. Profits for 2017 are expected to rise by almost 40 per cent to £8.5 million with £11 million pencilled in for 2018. There is a decent dividend too – with 0.6p forecast for this year, rising to 0.7p next. Thornton and her team built up Inspired by serving existing customers well, acquiring new ones and encouraging new and old to buy more services from the group. Dickinson will maintain this approach but is likely to accelerate growth through acquisitions. Midas verdict: Existing shareholders should stick with Inspired. New investors could also find value at 19.125p."

Nice - a main tip of the week in today's IC. Should bring in more buying after the New Year: Https://www.investorschronicle.co.uk/tips-ideas/2017/12/28/somero-good-value-with-income-to-boot/ Anyone got the full text please?