Member Info for rivaldo

from Bournemouth for WJG: Https://www.insidermedia.com/insider/southwest/19-storey-live-work-development-set-for-approval "19-storey live-work development set for approval 12 Dec 2017 Plans to develop a 19-storey live-work building comprising more than 150 flats on a site in Bournemouth previously earmarked for offices are set to get the go ahead from councillors next week (18 December 2017). Developer Watkin Jones, via agent Goadsby Planning & Environment, lodged an application for a site on Holdenhurst Road earlier this year. Watkin Jones originally secured planning consent for the site in 2015, as part of a wider scheme also including 930 student rooms and a 128-bedroom hotel on sites on Oxford Road and Christchurch Road. The original plans included 138,000 sq ft of office and teaching space in a building that was to be known as Digital Point. The latest scheme proposes a new design and uses for the planned building. The development, to be known as The INC, will comprise 147 flats, with a mix of one-, two- and three-bedroom properties, together with 49,300 sq ft of office space. Car and bicycle parking, a reception, meeting rooms and a café will be created on the ground floor with further parking in the basement. It has been estimated that The INC could support the creation of more than 300 full-time equivalent jobs and generate £21.6m per annum of net additional economic output. The new application also seeks permission for 38,000 sq ft of teaching space at the Oxford Road site to be used as offices. The application will go before Bournemouth Borough Council's planning committee on 18 December 2017. A report prepared ahead of the meeting has recommended that consent is granted, subject to the signing of a Section 106 agreement to secure financial contributions. etc"

This snowy weather and the consequent price volatility should be good news for INSE: Https://www.bloomberg.com/news/articles/2017-12-11/u-k-gas-surges-to-highest-since-2014-as-snow-blankets-london Extract: “Whilst the weather-related heating demand was expected, the reduction in flows via a number of terminals was not,” Nick Campbell, an energy risk manager at Inspired Energy Plc, said by email. “Therefore this has left the system tight and battling to pull in more gas from the continent.”

Just announced a few minutes ago - Bombardier have won another huge contract to "to supply 333 new rail cars, along with a contract for maintenance work, with a U.K. rail company" - these will be new Aventra trains: Http://business.financialpost.com/pmn/business-pmn/bombardier-signs-deal-to-sell-aventra-trains-in-united-kingdom Petards have regularly RNS'd contract wins for Bombardier's Aventra trains. There's every reason to believe that this new contract will provide another big bonus for PEG. WH Ireland still forecast 2.1p (fully diluted) EPS for the year about to end, and 2.3p EPS for next year.

New highs again today, and buying now coming in at the full 260p offer price. Cheers smshares - the quietest threads are often the best-performing shares :o))

Nice - Berenberg have today initiated coverage with a Buy and a 460p target: Http://investing.thisismoney.co.uk/broker-views/ Clearly the City is beginning to "discover" (ho ho) this company as it grows and transforms. And as it does its rating will grow and improve.

A buying opportunity here imho. Afrc, a trusted poster elsewhere has stated that he's caused the price fall as he had to sell in order to take a position elsewhere. He even concludes "I think this (CAR) remains markedly undervalued". CAR achieved 4.5p EPS even in a much below-par H1. Assuming that H2 is indeed stronger as anticipated by the directors, and that CAR does indeed "trade in line with its expectations for the full year", then the consensus 12.66p EPS puts CAR on a current year P/E of 9.9, falling to just 8.1 for the year starting in just 4 months' time. This for a company with highly secure and growing global income streams in its two core divisions. Even if CAR "only" matches H1, then the historic P/E would be just 13.6, likely falling to say 10 or 11.

Up 1.75p today to 76.5p after just a 5k buy (and a 48k rollover). Hopefully another sign that the overhang has cleared.

New highs. Lovely quiet thread. Perfect.

Just out today FYI: Http://www.edisoninvestmentresearch.com/research/report/discoverie-group/preview/ Interesting: - DSCV trades at a 37% discount to its sector, implying a 564p share price - "using existing credit facilities to make £50m worth of acquisitions could add 20-25% to FY19e EPS" - which implies around 28p potential EPS for the year starting next April, even without any further organic upgrades

Excellent (and long) article about the gaming boom fuelling KWS' growth, with quotes from KWS and including this section concluding on AR and VR: Https://slator.com/features/how-gaming-lasting-boom-is-fuelling-localization-demand/ "Finally, a PwC report estimates that consumer VR content market will experience a large upswing to USD 5bn at 88% CAGR by 2021. This will be powered by spending on VR video, which is projected to represent 58% of overall content spending in this market by 2021. This is key to the VR market, since VR video is the simplest to develop and deploy, and can be inserted anywhere, like cutscenes in games using VR gear. VR is on the rise, just not at the same rapid clip as, say, neural machine translation. For now, mobile gaming is the best bet in 2018, followed by PC and console gaming."

L2 looking much better now, and some decent buying following the recent contract wins. There's been a seller out there for ages now. But the m/cap is only £31m - once the seller is gone I feel there could be a very quick re-rating, certainly to 90p at minimum and perhaps to 120p or so given the cash pile and low P/E.

Great to see - time for a big-re-rating here given the £12m cash pile almost equating to the entire £13.9m m/cap: https://www.investegate.co.uk/enteq-upstream-plc--ntq-/rns/contract-award/201712080831117990Y/ "Contract award Enteq, the oilfield services technology and equipment supplier, announces a contract from a new international customer. On 7 December 2017, Enteq received confirmation and a cash deposit relating to an initial contract valued at $0.5m for operations in Indonesia. This is the first order Enteq has won in this territory. The contract is for using Enteq's core MWD ("measurement whilst drilling") technology in a geothermal application. The order will be delivered to the customer early in 2018. Martin Perry, CEO of Enteq Upstream plc, commented: "Enteq continues to develop new territories and applications for our equipment. This contract award represents the ongoing efforts to broaden the company's market presence."

New video interview with the CEO - very bullish in a dour, Scottish way :o)) "The world is coming towards us", "unique products", "exciting new products" etc etc: http://www.proactiveinvestors.co.uk/companies/stocktube/8503/zotefoams-plc-creating-truly-unique-and-unrivalled-plastic-foam-materials-8503.html?utm_source=Sign-Up.to&utm_medium=email&utm_campaign=7163-371832-PROACTIVITY+-+07%2F12%2F2017 "Zotefoams plc creating truly unique and unrivalled plastic foam materials 10:25 07 Dec 2017 David Stirling, chief executive of Zotefoams Plc (LON:ZTF), tells Proactive they're a maker of high-end plastic foam materials. ''When you're making a foam two things matter - what plastic you start with and your foaming process''. ''Almost all of our business centres around using that unique process which is based around high pressure gas technology''. Stirling adds: ''We're the only people in the world using it and 80% of our sales are from products which are highly differentiated because of that''."

online as follows: "IMImobile (IMO) has agreed to acquire Healthcare Communications, which provides appointment management and patient experience communications to the UK healthcare market. This will entail an initial consideration of £9m payable in cash upon completion, with a deferred consideration of up to £6m payable in cash or shares, based on performance over the next two years. The acquisition is being funded with existing cash and with a new £12m debt facility provided by Silicon Valley Bank. IMImobile says Healthcare Communications has an “established track record of profitable growth”, with three-year revenue and gross profit compound annual growth rates of 50 per cent and 54 per cent respectively. The acquisition is expected to be immediately earnings enhancing. The group’s shares were up about 2 per cent in morning trading. Buy." And IMO is the featured stock in the Mail's market report this morning: Http://www.thisismoney.co.uk/money/markets/article-5157447/MARKET-REPORT-HSS-shares-rise-plan-save-14m.html "STOCK WATCH - IMIMOBILE Shares in Imimobile nudged up after it revealed it had acquired a healthcare communication rival for £15million. The company, which sends automated text messages on behalf of restaurants, delivery firms and hospitals, has snapped up Healthcare Communications. It said that the deal would enable it to provide communications services to 140 NHS organisations, and is expected to boost earnings this year."

Very good review here of the "first look" at Jurassic World Evolution yesterday - "Frontier has created some incredible-looking dinosaurs". I like the idea of multiple islands - this really creates opportunities for lots of different storylines: Http://thejhnfiles.com/answers-breed-questions-first-look-jurassic-world-evolution/ Conclusion: "Working to film-quality standards — and, in some cases, using actual assets from Jurassic World as a base — Frontier has created some incredible-looking dinosaurs. They look how you'd expect them to, move how you'd expect them to, and, most impressively, they seem to behave like you'd expect them to. They were, by quite a stretch, the stars of today's show, those dinosaurs… which was fortunate, given that they were pretty much all we saw. As one of the Frontier team said, these are still very early days for Evolution. There's quite a lot of development ahead, and quite a lot more things yet to be revealed — but if they're of the same quality as what we saw today, then I reckon we could be in for a treat when the game finally hits shelves next summer. I can't wait to see more. Oh, and I couldn't help but notice that the developers made their entrance to the Jurassic Park theme, and then proceeded to talk about their love of the franchise having come from Jurassic Park, with Jurassic World being mentioned only in passing. Speaks volumes, eh?"

Another big contract win for the South West division yesterday - the huge new Dyson campus in Wiltshire: Http://www.tclarke.co.uk/news/tclarke-south-west-secures-me-package-for-dysons-new-global-tech-campus "TClarke South West secures M&E package for Dyson’s new global Tech Campus Posted: 06th December 2017 Earlier in the year, the national press ran a major story on British engineering giant Dyson’s plans to open a vast new global Tech Campus in Wiltshire on a former MOD site, and double its workforce to around 7,000 in the next five to six years. Now TClarke South West is able to announce that it has secured the M&E package for the first phase of this project with Main Contractor, Kier. TClarke South West MD Rob Faro is delighted with the win: “We are always delighted to win major projects in the region where they fit with our targeted tendering and relationship based approach in partnership with main contractors such as Kier. These projects are critical in spreading the TClarke name as we build our operation across the South West.” “But I must admit to a special pleasure in being associated with another British engineering firm - one who doubtless has an enormous public reputation - but which certainly shares our commitment to quality work, innovation and real jobs in British engineering. “As well as providing a facility for research on robotics, battery cells, vision systems, machine learning, and AI, the sheer scale of the 517 acre Hullavington site means that manufacturing could be done there if the company wanted. All in all, it promises to be a wonderful job in which to be involved.”

Labcold is "one of the key contractors to the NHS, British Army and private hospital groups in the United Kingdom": Https://www.ideagen.com/company/news/labcold-to-centralise-quality-management-with-q-pulse/ "Labcold works with Ideagen to centralise quality & corrective action management 07 December 2017 Labcold, the UK medical refrigeration organisation, will work with Ideagen to centralise its quality management systems – solidifying corrective action management and customer feedback. The Basingstoke-based company, which was the first blood bank refrigeration manufacturer in the UK to gain a medical device certification, is to implement Ideagen’s Q-Pulse software across its UK operations. Q-Pulse will help to modernise and centralise the management of Labcold’s existing ISO 9001, 13485 and 17025 quality systems. As well as improvements to both the raising of corrective actions and the management of customer feedback, Q-Pulse will enable Labcold to align inspections and standardise document control. Michelle Rogers, Sales and Marketing Director, who is overseeing the Q-Pulse project at Labcold, said Q-Pulse will bring with it “peace of mind” in regards to quality management. etc"

The respected Techmarketview likes the acquisition and expects more good news to come: Http://www.techmarketview.com/ukhotviews/archive/2017/12/07/imimobile-targets-nhs-efficiency-drive "IMImobile Targets NHS Efficiency Drive Thursday 07 December 2017 IMImobile Targets NHS Efficiency Drive Cloud communications software and services provider IMImobile is making a play for the NHS IT services market through the acquisition of UK patient communications specialist Healthcare Communications. The move is aimed at enhancing IMImobile’s public sector position through establishing a foothold in the £1.6b healthcare segment. The NHS has identified better use of digital patient communications as an important driver of efficiency savings as it works to close a £30b funding gap by 2020/21. The Department of Health estimates that missed hospital appointments cost the NHS around £750m a year. Healthcare Communications, which turned over £3.6m last year and provides services to 140 NHS trusts, has established technologies which address the “Did Not Attend” problem. IMImobile believes adding these capabilities to its products and solutions that will provide significant cross-sell and up-sell opportunities in the NHS IT services arena (read the latest UK Public Sector SITS Market Trends & Forecasts Report for further insight into the healthcare market). Under the terms of the deal, IMImobile will pay an initial consideration of £9.0m in cash on completion withh additional deferred payments of up to a maximum aggregate value of £6.0m, split over two years based on a mix of gross profit growth and EBITDA targets. The deferred consideration will be satisfied either in cash or shares. It is being funded from a mix of existing cash resources and a new £12.0m debt facility agreed with Silicon Valley Bank. This latest announcement comes hot on the heels of the purchase last month of US messaging provider Sumotext (see here). It also marks a continuation of a heavily acquisition led expansion strategy which has accounted for three quarters of the near 50% top-line growth achieved in its last financial year (see here). This business has grown consistently at double-digit rates while generating cash. There is every reason to expect that this rate of progress will continue.""

After this acquisition Whitman Howard have retained their 260p target for the moment (saying Buy). They've increased next year's forecast EBITDA by £1m. They now forecast 14.4p EPS to March'19. The cash pile is an estimated £6.7m at 31/3/18.

Large new acquisition - immediately earnings-enhancing this year. Plus 90% recurring revenues, and 50%+ CAGR growth. Sounds terrific! Https://www.investegate.co.uk/imimobile-plc--imo-/rns/acquisition/201712070700046288Y/