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Chequemate, re your prior posting, Peel Hunt forecast �8.5m PBT this year rising to �11.0m next year, and Canaccord forecast even more than that. The figure you quote is not only for just INSE's H1, but is also the "reported" figure - not the more realistic figure of �4.2m PBT for H1 which is the core (cash-related) figure for the business going forward before exceptionals. Here's today's news - this new partnership looks like a good way of drumming up business from a possible 1,600 customers: Https://inspiredenergy.co.uk/inspired-energy-announce-partnership-north-western-lancashire-chamber-commerce/ "INSPIRED ENERGY ANNOUNCE PARTNERSHIP WITH NORTH & WESTERN LANCASHIRE CHAMBER OF COMMERCE 4th December 2017 Inspired Energy PLC, Patron Members of the North & Western Lancashire Chamber of Commerce (NWLCC), have partnered with Lancashire�s largest business support organisation, to launch �Chamber Utilities�. Chamber Utilities, a bespoke service which provides Lancashire companies with energy procurement, market analysis, bill auditing and compliance support � will be offered to the Chamber�s 1,600 members through the exclusive partnership. etc"

New highs again this morning, with buying at 359.95p. Nice article here: Http://www.fool.co.uk/investing/2017/11/28/one-growth-stock-id-buy-and-hold-for-the-next-decade/ "One growth stock I�d buy and hold for the next decade Royston Wild | Tuesday, 28th November, 2017 | I have long been a big fan of Acal (LSE: ACL) and, although the market has remained unmoved in Tuesday business, the company�s latest trading statement today has firmed up my bullish view. The electronics builder and distributor � which from today will be known as discoverIE Group � announced that revenues detonated 21% during the six months to September, to �190.2m, a result that pushed underlying pre-tax profit to �10.4m, up 42%. And discoverIE, boosted by a solid order book, is confident that it can continue making progress in the near term and beyond. Chief executive Nick Jefferies commented: �The second half has started well and we are on track to deliver full-year performance in line with our expectations, supported by a record order book of �111m. �Together with an increase in new project design wins of over 30%, with an estimated lifetime sales value of over �90m, we are well positioned for continued growth.� Meanwhile, discoverIE�s multi-year programme to boost margins by expanding its Design and Manufacturing arm is also delivering the goods. The company saw its underlying operating margin increased by 60 basis points, to 6.2%, during the first half. Brilliant forecasts It should come as little shock, therefore, that City analysts expect discoverIE to continue growing earnings at a terrific rate. In the year to March 2018 a 10% bottom-line improvement is anticipated. And the good news does not end here, a further 8% advance predicted for the following year. These current forecasts make the small-cap a brilliant value pick too. On top of carrying a forward P/E ratio of 14.4 times, it also boasts a corresponding PEG multiple of just 1.4. What�s more, today�s release underlined the fact that discoverIE is a growth dividend share that investors should take notice of � the business hiked the interim dividend 8% year-on-year to 2.65p per share on the back of its strong results. In fiscal 2018 the total dividend is expected to increase to 9.3p per share from 8.5p previously, City analysts are predicting, meaning that discoverIE sports a chunky 2.9% yield. And the yield steps to 3.1% for next year thanks to an anticipated 9.8p reward."

N+1 Singer have increased their target price to 427p (from 388p) today. Finncap have similarly increased to 415p (from 400p).

New highs after today's very encouraging interims. The outlook in particular is extremely confident: Https://www.investegate.co.uk/iomart-group-plc--iom-/rns/half-year-report/201712050700073584Y/ "The Group has enjoyed another good period of trading in the first half of the year, with growing recurring revenues in line with our business model. The market opportunity remains significant and we continue to invest in our skills, infrastructure and capabilities to meet the evolving demands of the market. We are firmly on track to deliver another year of material growth and we remain confident in our prospects." And: "Within the overall growth of cloud, eCommerce is one of the fastest growing areas. We have always had an exposure to the online retail market and we are building our expertise in this area to position ourselves as eCommerce cloud leaders." There's been 3 acquisitions in the last 6 months, and the narrative suggests there will be more given the "comfortable" level of debt.

Coffee73, there's been a seller or two out there for ages. Once they're gone there should be big upside here for the reasons you mention. Here's today's news: Http://www.tclarke.co.uk/news/south-west-starts-on-site-at-plymouths-new-centrepiece-arts-centre "South West starts on site at Plymouth�s new centrepiece arts centre Posted: 04th December 2017 It is full steam ahead as TClarke go onsite at Plymouth�s new �34m history centre - �The Box�. The new venue, which holds the city�s historical archive and artefacts, will bring some fantastic old buildings back into life, in a 21st Century venue which can become the heart for the city going forward. TClarke has the full MEP package for the project in partnership with Willmott Dixon as South West MD Rob Faro says: 'This outstanding job is making headlines in the region. It will be central to the 2020 Mayflower celebrations (in which the 400th anniversary of the arrival of the �Pilgrim Fathers� in America is commemorated). It is a high profile project and we are absolutely delighted to have been selected. �It is another practical example of the effectiveness of our work over the last few years in targeting, winning and delivering high quality, high value projects, in partnership with quality main contractors such as Willmott Dixon, that build the TClarke brand across the region. �Just a few years ago, TClarke in the South West was essentially a local company based in Cornwall and serving a local client base. Now we are in 3 locations across the region and delivering projects of this calibre.�"

Good update today, particularly the big 15% increase in Q3 active player days and the rise in higher margin simulated gaming revenues. Looks like one or two PIs taking small profits today. I suspect they'll regret it. This news hasn't yet been posted and should bring in further business: Http://www.igamingbusiness.com/news/gan-pens-distribution-deal-1x2-network "GAN pens distribution deal with 1X2 NETWORK 1 December 2017 GAN has entered into a content distribution partnership with 1X2 NETWORK. Under the agreement, the 1X2 NETWORK collection of HTML5 virtual sports games, table games and slots will be made available to GAN client operators around the world. GAN clients will have the option to access the content as a �Simulated Gaming� option or for real-money regulated internet gaming. Technical integration has been completed and 1X2 NETWORK content is due to go live before the end of the year. �We are delighted to support independent UK software companies such as 1X2 NETWORK and their game studio clients in distributing their innovative gaming content to GAN�s clients worldwide, enabled for real-money internet gaming and virtual currency, based Simulated Gaming,� GAN chief executive Dermot Smurfit said. Kevin Reid, chief commercial officer at 1X2 NETWORK, added: �Our partnership with GAN allows us to continue our growth into additional markets where there is a real desire for fresh, innovative games such as those available from 1X2 NETWORK.�

Finncap's quarterly note on the Support Services sector is out today. In it, they highlight how infrastructure will be disrupted by smart technology. They highlight six companies well placed to benefit from this transformation. RNWH is one of them (I also hold DSCV, which is another): "Renew specialises in maintenance and renewal work for UK infrastructure. Its electrical engineering skills mean that it is well placed to help clients implement smarter solutions. Renew also has particular expertise in the provision of 2G, 3G, 4G and Wi-Fi technologies. Communication technologies (particularly the forthcoming 5G) are key to Smart Infrastructure."

Finncap's quarterly note on the Support Services sector is out today. In it, they highlight how infrastructure will be disrupted by smart technology. They highlight six companies well placed to benefit from this transformation. DSCV is one of them (I also hold RNWH, which is another): "discoverIE, with its focus on providing innovative electronics and its design-tomanufacture capability, is well placed to help manufacturers provide the electronics needed to support Smart Infrastructure. Indeed, in January 2017 the group doubled its sensor capability with the acquisition of Variohm. Recent results confirmed that sensors are a fast-growing segment for discoverIE."

Bouncing well today - new highs soon hopefully

Nice �385,000 buy at 350p this morning, and moving up to new highs now at 352.5p mid-price

Quick bounce this morning - seller well and truly disappeared hopefully.

Trump's tax cuts have passed the Senate and are almost certain to be enacted quickly now, cutting corporate taxes from 35% to 20%. Assuming CAR's North American operating profits arise geographically in similar proportions to revenues, then CAR's tax costs would fall by some �500,000. Quite a benefit to CAR: Http://www.bbc.co.uk/news/world-us-canada-42205181

Trump's tax cuts have passed the Senate and are almost certain to be enacted quickly now, cutting corporate taxes from 35% to 20%. SOM paid $7m tax last year at an effective 33% tax rate on $21.3m net profit. Historically and simplistically, at 20% tax SOM would save around $3m of tax - and of course that saving will grow as profits increase going forward. Quite a benefit to SOM, representing around 3.5p EPS per share on 56m shares in issue - or say an additional 40p-50p on the share price: Http://www.bbc.co.uk/news/world-us-canada-42205181

News today of a sales award nomination for INSE - however, it's this sentence which is most interesting: Https://inspiredenergy.co.uk/eln-personality-awards-shortlist/ "2017 has so far been a record year for Inspired Energy, and being recognised for this award is a true testament to our success."

Nice PR from the Burnet Institute - very long piece about this "vital" new test: Https://www.burnet.edu.au/news/905_vital_hiv_test_now_a_reality Extracts: "Vital HIV test now a reality Tracy Parish 01 December, 2017 On World AIDS Day 2017, Omega Diagnostics, the medical diagnostics company focused on allergy, food intolerance and infectious disease, has announced with Burnet Institute the commercial release of its VISITECT� CD4 point-of-care test. The CE-Marking follows successful performance evaluations of the test in India and the UK.... ....VISITECT� CD4, co-developed with the Burnet Institute, is the world�s first instrument-free and affordable rapid test for determining CD4 threshold in people living with HIV. It is designed for use at the point-of-care and provides a means for decentralisation of CD4 testing capacity to where it is most needed.... ....�We expect that the VISITECT� CD4 test will make a real difference in HIV treatment and prevention programs that care for many millions of patients worldwide, which is exactly what we set out to achieve.�

as follows: "What�s in a name? I wonder if shareholders were more enamoured by Acal changing its name to discoverIE (DSCV), or an 8 per cent hike in the half-year payout? The new handle is a truncated form of 'discover innovative electronics' and is meant to reflect the primacy of the group�s design and manufacturing (D&M) business, which accounts for 78 per cent of underlying profits. It�s no longer a garden variety distributor although, curiously, management opted to keep the existing trading names. Presumably, the punters are showing more brand loyalty than management. Whatever you call it, the group revealed underlying revenue and pre-tax growth rates of 15 and 23 per cent, respectively, at constant currencies. It delivered across a range of performance targets, including a 60-basis point increase in the underlying operating margin. An enhanced ability to offer customised D&M options is contributing to a sharp rise in cross-selling opportunities, reflected in an increase in new project design wins of over 30 per cent. But there is also increased commercial crossover because of a strategic focus on perceived growth areas, such as the renewable energy and medical spheres. All this contributed to a record order book of �111m � a 16 per cent increase at fixed currencies. Broker Peel Hunt forecasts adjusted profit of �23.6m for the March 2018 year-end, leading to EPS of 23.6p, against �21.5m and 22p in FY2017. IC View We�re nonplussed about the rebranding, but the margin uplift and a 2.8 percentage point increase in return on capital employed (ROCE) demonstrate that the transition to a �value added� commercial model makes sense � even if discoverIE doesn�t. Trading at 14 forecast earnings, the shares still look undervalued. Buy."

Canaccord have bought another 4.6% of IMO, and they now own 10.3%: https://www.investegate.co.uk/imimobile-plc--imo-/rns/notification-of-major-holdings/201711301800010613Y/

New audio interview with the CEO, who comes across very well. In particular: - D&M is now 80% of profits - Brexit will have negligible impact as (1) most products are made outside Europe, and (2) there's very little cross-border trading between the UK and the EU: http ://www.proactiveinvestors.co.uk/companies/stocktube/8421/discoverie-is-the-new-acal-8421.html?utm_source=Sign-Up.to&utm_medium=email&utm_campaign=7163-371538-Proactivity+-+28%2F11%2F2017

Great to see an NED and his other half buying almost �220,000 of shares between them - half of them at 1335p. Most encouraging at this stage of FDEV's development: Https://www.investegate.co.uk/frontier-dev-plc--fdev-/rns/director-s-and-pca-dealings/201711301602310377Y/

Http://impetusautomotive.com/news-and-media/news/2017/november-2017/audatex-partnership/ "Impetus and Audatex - An exciting partnership delivering genuine parts sales growth. November 03, 2017 Impetus Automotive is delighted to announce that we are working with Audatex UK to help our Vehicle Manufacturer clients increase their share of genuine parts sales into the bodyshop market place. Data, provided by Audatex and authorised by the repairer, will be used by Impetus to assist Vehicle Manufacturers to sell additional OEM parts. The data feed, complying with the impending GDPR regulations, will enable Impetus to proactively contact Bodyshops to promote genuine parts for general repairs as well as in support of Total Loss Avoidance programmes, fixing vehicles that would otherwise have been written off as uneconomical to repair. Stewart Myles, Audatex UK Head of Crash Repair Business Development, said �Impetus Automotive is a well-respected and highly regarded partner to a large number of Vehicle Manufacturers. Audatex is offering Impetus a technical solution that will improve the services provided into the crash repair space and ultimately help VM�s increase genuine part sales. This is an exciting development for both companies�."