Member Info for rivaldo

Excellent news that the NT has just tipped CTO. Looks like his followers are really making a difference. The timing is perfect as it seems that the seller is now gone. Hopefully we will see a rise to the suggested 100p and beyond. It's about time the market recognised CTO's transformation in respect of M&E and digital. Here's the NT's tip: "T Clarke (TCO) looks great value. Took me bloody ages to get it at the sell price as sometimes the spread is silly, but I managed it with a lot of patience on direct access. I also had to end up buying the shares at the buy price too (how annoying) A very confident statement with an underlying profit of £6.5 m forecast. AND it has net cash of £9m. The market cap looks too low and I think it should easily head back to highs of 90p but I reckon it's worth at least 100p. It's simply under the radar."

Buying coming in at the full offer price - and an immediate sharp move up. Encouraging!

Interesting news today.... Http://www.touchstar.co.uk/blog/neworders "Influx of orders for Touchstar Warehouse & Logistics 14 December 2017 A strong finish to the year for Touchstar’s warehouse & logistics division Although the market for mobile computing hardware remains a highly competitive one, recent months have seen a multitude of significant orders for Touchstar’s Bradford-based warehouse & logistics division. Newly acquired clients include; Coach House The UK’s largest wholesale and trade-only furniture and giftware supplier, Coach House, has invested in more than 40 TS8000 devices. The TS8000 is a robust and reliable touchscreen device that provides high-speed data capture features, helping to optimise warehouse operations. Accrington-based Coach House selected a model with an extended range scanner to increase productivity and efficiency while reducing chances of user error. Uniserve Independent logistics and trade management provider Uniserve Group has ordered TS8000 devices across its UK and Singapore operations. Formed in 1984, the group remains a privately-owned company. In addition to the Uniserve brands the group also consists of other members include Zenith, James Kemball and Supply Chain Academy. PWS PWS, the market leader in the design and supply of quality kitchen components and work surfaces to manufacturers, retailers and installers, has purchased TS8000 devices to help with its distribution operation. With more than 8,000 products in stock at any one time, a slick distribution service is key to PWS continuing its reputation of being a reliable and innovative business. NGF Europe NGF Europe, a long-standing client of Touchstar, has ordered TS8000 handheld devices with Radio-frequency identification (RFID). NGF is a subsidiary company of the NSG Group of Japan, one of the World's leading manufacturers of glass products for building, automotive and information electronics applications. NGF will use the devices to build towards its goal of becoming the global leader in innovative high performance glass and glazing solutions, contributing to energy conservation and generation, working safely and ethically. Dr Organic Skincare products specialist Dr Organic has purchased a significant quantity TouchStar’s TS7000 vehicle-mounted terminals. The rugged devices offer the highest level of automation and are the ideal industrial terminals for warehouse- and logistics-based vehicle mount and fork lift truck applications. Swansea-based Dr Organic also invested in extended range scanners to further boost the functionality of the terminal. Third Party Products In addition to selling it’s own range of in-house manufactured mobile hardware, Touchstar also supply and support hardware from other leading manufacturers with whom it has established partnerships. For example, Japanese car manufacturer Nissan has invested in 22 Honeywell f

DSCV are presenting to investors on January 25th in London - just register here for free: https ://www.proactiveinvestors.co.uk/register/event_details/125 Good to see the company being "proactive" and looking to expand their investor base.

Just announced - yet another substantial contract win for Bombardier for their Aventra carriages, which as I noted earlier PEG have regularly supplied: Https://globenewswire.com/news-release/2017/12/14/1261937/0/en/Bombardier-Wins-Rolling-Stock-and-Maintenance-Contracts-for-c2c-Franchise-in-the-UK.html "Bombardier Wins Rolling Stock and Maintenance Contracts for c2c Franchise in the UK December 14, 2017 07:16 ET | Source: Bombardier Transportation - Fleet of 60 AVENTRA vehicles to add capacity and improve journeys for commuters into London - Additional contract will see Bombardier maintenance service teams ensure more reliable service BERLIN, GERMANY--(Marketwired - Dec 14, 2017) - Note to editors: To view the photo associated with this press release, please visit the following link: BOMBARDIER AVENTRA trains for UK's c2c rail franchise network Rail technology leader Bombardier Transportation has signed a contract with Porterbrook and c2c, to supply 60 new BOMBARDIER AVENTRA vehicles for use on the United Kingdom's c2c rail franchise, together with an eight-year maintenance and support services contract. The overall value of the rolling stock and maintenance contracts are valued at approximately 105 million GBP (120 million euro, $140 million US). The maintenance contract will run from the introduction of the trains until November 2029. etc"

Great to see Thomas Charlton buying here on his own account, going above 3% with 1.16m shares: Https://www.investegate.co.uk/petards-group-plc--peg-/rns/holding-s--in-company/201712081557578728Y/ Here's his biography - former board member at Merrill Lynch and at Mercury: Http://www.4-traders.com/business-leaders/Thomas-Charlton-05JWKZ-E/biography/ "Mr. Thomas W. Charlton is on the Board of Directors at Feedback Plc and Panvista Technologies Ltd. Mr. Charlton was previously employed as Executive Chairman by Pinnacle Staffing Group Plc and a Managing Director by Merrill Lynch Investment Managers. He also served on the board at Mercury Asset Management Group Plc."

I missed this good coverage of DSCV's results with comment from two analysts: http ://www.proactiveinvestors.co.uk/companies/news/187877/discoverie-s-price-target-lifted-by-finncap-on-back-of-sector-beating-growth-rate-187877.html Extract: "“We have many growth opportunities ahead of us as we drive towards our stated targets, and our ambition remains to repeat the performance of the last five years by doubling revenue and underlying earnings per share through a combination of organic growth and value-enhancing acquisitions," Jefferies said. Broker Peel Hunt, which counts DiscoverIE as a corporate client, described the trading update as “excellent” and said there is plenty of momentum heading into the second half of the financial year. “The group has also changed its name to discoverIE Group PLC, which we see as a natural, positive move that reflects the evolution of the business from distributor to designer and manufacturer,” Peel Hunt noted. DiscoverIE stands for “Discover innovative electronics” and follows on from the recent FTSE reclassification of the stock to the Electronics and Electrical Equipment sector. Adjusted profit before tax of £10.4mln was a shade above Peel Hunt’s forecast of £10.3mln. The broker left its full-year forecasts unchanged, following upgrades in April and October, but said there is a chance that it would be revising them upwards again before the financial year is done. “Net debt at 30 September was £37.6mln, down £3.5mln YoY [year-on-year], which equates to 1.3x pro forma EBITDA [underlying earnings] and leaves plenty of firepower for further bolt on acquisitions, the pipeline for which we understand is looking healthy. Absent any deals, we’re forecasting net debt to reduce to c£27mln by the end of the year,” Peel Hunt, as it reiterated its ‘buy’ recommendation. “On a PER [price/earnings ratio] of 14.5x Mar18e [forecast earnings for year to March 2018] and a dividend yield of 2.8% we think the shares are significantly undervalued,” the broker said. Shares in the company rose 2p to 320.25p on the results; Peel Hunt thinks they could hit 360p in the next 12 months. The price target is even punchier at finnCap, which reckons the shares are worth 405p – up from its previous target price of 339p. Even at that valuation, the stock trades on a 15% discount to its peers, despite the prospect of faster growth, finnCap noted. The stock is currently trading at a 37% discount to its peers, but finnCap expects this discount to narrow. “The outlook is positive, evidenced by a record order book (+16% at CER [constant exchange rates]), and investment has consequently been made into working capital. Of particular note is a 30% increase in new project design wins, providing an expanding base from which to drive continued growth,” finnCap’s Guy H

Cheers richtips, appreciated! Lots more news - lovely recurring annual maintenance contracts: Woking Borough Council - a 3-year contract: Http://www.ptsg.co.uk/news/access-safety/ptsg-awarded-maintenance-contract-with-woking-borough-council/ Sutton Life Centre: Http://www.ptsg.co.uk/news/access-safety/ptsg-awarded-mewp-maintenance-contract-at-sutton-life-centre/ Plus repairs works to the Old Bailey: Http://www.ptsg.co.uk/news/access-safety/ptsg-to-rule-over-repair-work-at-the-old-bailey/ And BNP Paribas: Http://www.ptsg.co.uk/news/access-safety/ptsg-carries-out-further-work-for-bnp-paribas/ Plus lighting work at Debenhams: Http://www.ptsg.co.uk/news/building-access-specialists/ptsg-lights-up-debenhams-manchester-store-in-time-for-christmas/

HMLH may be dull as dishwater, but it's surely doing better than this! It made 1.9p EPS in H1 alone and only 13 days ago said: "We are pleased to report a 25% growth in revenue for the period and the on-going successful integration of our recent acquisitions. While we have incurred additional one-off costs during the reorganisation of the offices associated with acquisitions and have made further investment in building capacity for further growth, we are also pleased to report both a 10% growth in half-year earnings before interest, amortisation, share based payment charges and taxation and substantial growth in our new business pipeline." Boredom and low liquidity is winning out methinks. I've just bought a small amount more with spare funds and may add again if these levels pertain.

Berenberg have increased their target price to 2020pp (from 2000p) and say Buy: Http://investing.thisismoney.co.uk/broker-views/ And Finncap have increased their target price to 1700p (from 1677p) and say Buy. Here's a link to an Evening Standard article with a comment from Numis: Https://www.standard.co.uk/business/stateside-swoop-for-keywords-in-27m-raid-on-assassin-s-creed-firm-a3718511.html

More good news today. It's significant that this investment is on the back of "strong customer interest", with demand expected to "continue to grow significantly". It all sounds so positive: Https://www.investegate.co.uk/zotefoams-plc--ztf-/rns/-12-million-investment-planned-at-croydon-facility/201712140700022514Z/ "Our pipeline of opportunities to sell higher margin HPP materials is developing very positively and, with strong customer interest in our products, we believe that now is the right time to invest in increased manufacturing capacity to support our future growth."

The Senate last night finally agreed the tax cuts package at 21% for corporation tax - the final vote is next week and then sent to the House for final passage: Http://thehill.com/policy/finance/364826-gop-strikes-deal-on-trump-tax-cuts I note that AHT's results this week were excellent - particularly from their Sunbelt operation, which is most relevant to SOM. There was good business resulting from clean-up operations post-hurricanes etc, but hopefully this is still a good overall pointer for SOM.

Excellent news - a new product and a tie-up with the giant that is Salesforce should bring in good new business. Https://www.safecharge.com/press-releases/safecharge-announces-new-integration-plugin-salesforce-commerce-cloud/ "December 14, 2017 SafeCharge Announces New Integration Plugin with Salesforce Commerce Cloud SafeCharge, a leader in advanced payment technologies, today announced the launch of SafeCharge’s Plugin for Salesforce Commerce Cloud, the fastest path to unified commerce. Commerce Cloud enables brands to provide personalized experiences for shoppers that span web, mobile, social and in-store. And now, as part of the world’s #1 CRM platform – Salesforce – brands can deliver unified experiences for customers that extend beyond commerce to include marketing, customer service and more. SafeCharge’s integration empowers Commerce Cloud customers to accept payments safely and securely through SafeCharge’s Hosted Check-out and Merchant Direct solutions. SafeCharge’s Hosted Check-out solution allows merchants to accept all relevant payment options via ready-to-use check-out pages which can be easily configured by merchants to fit their brand. SafeCharge’s Merchant Direct solution connects directly to the SafeCharge Payments Engine and offers full flexibility for merchants to accept credit card payments on their websites. This integration offers the following benefits: •Ready-to-use hosted check-out pages or direct integration with website pages •Advanced risk and fraud management tools •The availability of more than 150 payment methods and 100 currencies •One-click payments for returning visitors (for both cards and alternative payments) •Dynamic 3D Secure (only routing higher risk transactions for 3D authentication) •Responsive design to support mobile and tablet as well •Descoping of PCI compliance Comments on the News “We are very excited to release our Plugin for businesses using Salesforce Commerce Cloud” said David Avgi, CEO, SafeCharge. “This partnership gives businesses working with Salesforce Commerce Cloud access to some of the latest payment and risk technology endorsed by the world’s most demanding businesses. Merchants utilizing SafeCharge’s solutions benefit from maximum uptime, the highest conversion rates and advanced fraud protection.” “Creating personalized, omnichannel experiences is now more important than ever for brands,” said Kori O’Brien, SVP, ISV Sales, Salesforce. “By leveraging the power of Commerce Cloud and the new integration from SafeCharge, businesses will benefit from access to some of the most advanced payments and fraud prevention platform enabling them to boost growth."

Finncap have reduced their target price to 27p (from 30p) after today's less than stellar results and outlook: Http://investing.thisismoney.co.uk/broker-views/ Obviously disappointing, but given the strong core business - which continues to have very good, global growth potential - plus CD4, Allersys, malaria etc I can't see too much downside from the early markdown. Importantly, ODX are now very well funded. But they have to give investors confidence and reasons to buy. Hopefully a deal will IDH will finally emerge, which would be a start. In the medium/long-term I still believe ODX will do well.

More new highs today. Also just tipped by the Share Centre: Http://www.yourmoney.com/investing/stock-week-iomart/ "Stock of the Week: Iomart 11/12/2017 Ian Forrest, investment research analyst at The Share Centre, picks cloud computing consultancy firm Iomart as stock of the week. AIM-listed group Iomart has been involved in cloud computing long before cloud computing became fashionable. It is one of the UK’s leading companies in an industry that is expected to grow fairly rapidly as businesses and consumers generate more data and become comfortable with having that data located offsite. Essentially, Iomart facilitates data hosting services so that clients and the end user can have access to data and web services in a secure manner while reducing costs and complexity and investors should recognise that the group expects the creation of data to be exponential for some years to come. Last week, the group reported its half year results in which it stated that revenues were up 12% on the same period last year, coming in at £47m, while adjusted pre-tax profits rose by 9% to £11.6m. Despite the numbers falling slightly short of expectations, the shares rose on the back of the announcement and, in general, the shares have made steady progress over recent years helping cement our belief that the long-term prospects have not fundamentally changed. This is a business which is operationally geared, and it can take more business for relatively little cost. The group has partnerships and programmes with some of the largest computing businesses in the world such as Microsoft and Dell and there’s further promise in regards to hosting government departments and the continuation of targeting small acquisitions. As a result of all of this, as well as rising dividend payouts, we continue to recommend Iomart as a ‘buy’ for investors looking for capital growth and willing to accept a higher level of risk."

Excellent stuff - quite a large $27m acquisition, and highly earnings-enhancing from a fast-growing company: https://www.investegate.co.uk/keywords-studios-plc--kws-/rns/acquisition/201712130700041893Z/ "Sperasoft has grown steadily over the years increasing revenues from $10.4m in 2015 to $16m in 2016. It is anticipated to grow to approximately $20m for the year ending 31 December 2017. The underlying adjusted EBITDA for 2017 is expected to be approximately $2m." The customer list is terrific - are they all already KWS customers or will they bring new clients into the fold? "Over the years, Sperasoft has delivered consistent high quality work for its clients including Electronic Arts, Ubisoft, Warner Bros and Riot Games. For instance, the company is proud of the recent work of its St Petersburg studio, which worked alongside five of Ubisoft's internal studios to develop Assassin's Creed: Origins, which launched to critical acclaim on 27th October 2017."

Wow :o)) This under-the-radar stock is now firmly above the radar..... N+1 Singer have said this morning they "will review the financial implications of the partnership more fully in due course" for its effect on earnings and valuation, so presumably they will update/upgrade soon: Http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/ZTF/13463218.html "ZOTEFOAMS ANNOUNCES STRATEGIC PARTNERSHIP WITH NIKE 13 December, 2017 - Zotefoams today announces that it has entered into a strategic partnership with Nike to develop footwear technology and supply materials for the global footwear, apparel and equipment company. Zotefoams, a leader in cellular material technology, will supply high-performance foam materials exclusively to Nike, within the footwear industry. The foams, which are designed for footwear, can be formulated to specific customer needs and are superior in performance, consistency, quality and purity to foams produced by other methods. Through the partnership, Zotefoams will work exclusively with Nike to develop and manufacture foam innovations to bring to market high-performance athletic product."

Good coverage of the new Berenberg note here: Http://www.proactiveinvestors.co.uk/companies/news/188648/discoverie-shares-strong-performers-over-the-last-year-but-still-plenty-to-go-for-says-respected-german-bank-188648.html?utm_source=Sign-Up.to&utm_medium=email&utm_campaign=7163-371975-Proactivity+-+12%2F12%2F2017 "discoverIE shares strong performers over the last year, but still plenty to go for, says respected German bank 15:25 12 Dec 2017 The number crunchers at Berenberg believe the shares, currently changing hands for 363p, are worth 460p Up 60% in the year to date and 140% over the past 12 months, it would be easy to assume shares in the electronics component business discoverIE Group PLC (LON:DSCV) are up with events. But, according to analysts at Berenberg, there is still plenty left on the table for investors new to the story. WATCH: DiscoverIE is the new Acal Why? Well, the number crunchers at the German investment bank believe the shares, currently changing hands for 355p, are worth 460p. Initiated with a 'buy' rating Berenberg provided the valuation as it initiated coverage of the stock with a ‘buy’ rating. It pointed out the company, formerly known as Acal, has ‘transitioned’ in recent years from commoditised parts to a design-led approach, which has boosted the business’ profitability. Since 2011, EBIT margins have doubled to 6.2% and are on course to hit 7.5% by 2020 and 8.5% “thereafter”. However, Berenberg says there may be a way of accelerating growth via well-judged deals. Fragmented market It points out the £20bn market for customised electronic components is “extremely fragmented”, consisting of “many subscale designers that lack the distribution channels to unlock their full value”. In fact discoverIE has tapped into these sorts of opportunities already, making 13 acquisitions worth around £150mln in the last eight years. “It buys growing businesses, allowing them to operate in a decentralised structure,” said Berenberg in its note to clients. “Meanwhile, it generates revenue synergies by offering them access to its distribution network of 25,000 customers.” M&A scenario Berenberg’s M&A scenario assumes the company has access to £200mln of debt that can be deployed over the next five years, which it reckons could yield an equity value of up to £530mln. It also believes the discoverIE’s underlying markets have a number of long-term growth drivers, including increasing electronic content in products; shorter product life-cycles; and increasing industrial connectivity. “In the near term, a buoyant Eurozone backdrop, coupled with revenue synergies from new acquisitions should drive growth ahead of the broader market,” it added."

Https://imimobile.com/imimobile-joins-nice-incontact-devone-program/ Omnichannel chat from IMImobile offers seamless agent channel navigation for CXone users. London – December 11, 2017 – NICE inContact (Nasdaq:NICE) today announced that IMImobile has joined the DEVone development program to provide omnichannel chat on CXexchange, the most extensive technology ecosystem currently available in the customer experience market. Products available on the CXexchange marketplace are designed to integrate with NICE inContact CXone™, the world’s #1 cloud customer experience platform. IMImobile’s omnichannel chat solution allows CXone users to instantly add additional messaging channels including SMS, Facebook Messenger, Twitter, In-App chat, Email, Skype for Business and WeChat for customer support to their existing NICE inContact interface. NICE inContact customers will benefit from IMImobile’s digital chat and customer experience automation solutions by enabling: • Easy integration of mobile and digital channels into the existing NICE inContact chat interface; agents can continue to use the same UI they are already trained on. • Orchestration between automated and agent assisted interactions to improve operational efficiencies and customer support experiences. • Artificial intelligence-powered chatbots to enable automation and orchestration of omnichannel customer journeys across contact centre systems and business processes. NICE inContact CXone empowers organisations to provide an exceptional customer experience by acting smarter and responding faster to ever-changing consumer expectations. To meet the needs of organisations of all sizes, CXone combines best-in-class Omnichannel Routing, Workforce Optimisation, Analytics, Automation and Artificial Intelligence — all on an Open Cloud Foundation. The need for contact centres to provide an omnichannel, digital customer experience is imperative within the current market, where consumers increasingly prefer to use digital messaging channels according to new research from IMImobile. Jay Patel, CEO, IMImobile “IMImobile is excited to partner with NICE inContact and join CXexchange marketplace. IMImobile’s digital chat solutions have proven to enable intelligent and proactive customer engagement while improving first contact resolution and reducing inbound call volumes.” DEVone offers partners broad tools and resources to enable them to create new applications on CXone, including extensive documentation and support, and access to an online developer community. Companies interested in how IMImobile’s application works with CXone can visit CXexchange to learn more about the application and read reviews. CXexchange is a centralised, state-of-the-art marketplace for developers to market and sell their CXone-based applications. “Today’s consumers seek a conversational chat-bas

Good to see bargain hunting today. And this is definitely a bargain imho. The pension deficit was materially lower at the 30th September interims, and will likely continue to reduce from the immediate post-Brexit lows. And from memory the annual pension contribution is only £1.2m per annum, which is easily manageable relative to a £13m-£14m operating profit. On the other hand, the two core businesses are forecast to grow quickly in the coming years, leading to 15.22p EPS in the coming year rising to over 22p EPS in later years.