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Finncap have retained their 586p price target. They go for 34.1p EPS this year and 35.8p EPS next year, with 10.6p and 12.2p dividends respectively. They conclude: "Potential for enhancing bolt-ons. Net cash (excl. finance leases) was �3.9m (2016: �4.8m) after the purchase of Giffen for �7.2m. The board expects to have no bank debt by 31 March 2018 emphasising the potential for bolt-ons to further strengthen the range of services and client base. High ROCE and potential for investment. With ROCE significantly ahead of the peer group, a strong balance sheet and the prospect of reinvesting cash flow into enhancing acquisitions, we reiterate our Buy rating and 586p target." And the CP6 news in particular is very important: "Renew has reported a strong set of results with adj. PBT of �25.2m (up +13% on last year) slightly ahead of our forecast �24.9m. Adj. EPS was up +18% on last year and the full-year dividend raised 13%. With margins rising as targeted, net cash and the order book up 4% supporting a positive outlook, we do not anticipate making any major changes to our PBT/EPS forecasts. We reiterate our view that Renew�s strong track record of delivering essential services on large, long-term frameworks deserves a higher rating. Rising operating margins. Engineering Services operating profit grew +17% on last year with operating margins rising from 4.9% to 5.6%. Operating margin potential is supported by a very selective bidding approach, avoiding low margin contracts. Continued positive outlook. Engineering Services order book is up 4% to �438m. There remains a range of long-term opportunities but of particular note is the Government�s recent announcement that funding for CP6 will increase from �41bn to �48bn. CP6 is the next period of Network Rail expenditure running from 2019 to 2024. In addition to the increased funding, CP6 will focus on both maintenance and renewals as key priorities which matches Renew's focus and skill set."

Good, solid H1 results, and a confident outlook for H2 of meeting recently upgraded expectations. Big increases in revenues and gross profit, with net profit masked somewhat by big increases in investment and resources going forward. The growth potential is huge in AI and automation capability, GDPR etc, and also geographically with the first steps forward now advancing in the USA. And there's a nice �15.4m cash pile. The outlook statement remains very confident: "Jay Patel, Chief Executive Officer of IMImobile PLC, commented: "The Group has continued to perform well, both financially and operationally, and delivered another period of profitable, cash generative growth. We have consolidated our leading position in the UK, achieved very strong organic gross profit growth in India and South East Asia, and despite known headwinds in Middle East and Africa, achieved 12% organic revenue growth across all regions. Post period, IMImobile also completed the acquisition of Sumotext, providing a platform to launch IMImobile's product offering to the enterprise market in the US. "This growth has been driven by the continued global demand for cloud-based solutions that can help deliver digital transformation, automation and cost-cutting. IMImobile has created a market leading product suite that focuses on real time, interactive customer communications and service automation and we are excited about the benefits that new emerging technologies can deliver. "We remain confident about the Group's prospects for the remainder of the year. We expect revenue and gross profit to be in line with market expectations that were recently upgraded following the trading update given on 1 November and underlying EBITDA to be in line with expectations."

Yet again XLM has outperformed expectations: https://www.investegate.co.uk/xlmedia-plc--xlm-/rns/trading-update/201711210700070401X/ And now XLM has the diversification - and once again a positive outlook going forward - to attract a much higher rating: "We have been very pleased with the acquisitions that we have made in 2017 and see North America as a major opportunity for the Group to grow in various verticals, such as financial services, cyber security, mobile apps and, as markets increasingly regulate, online gambling. Accordingly, the Board remains confident in the continued performance of the business." Plus XLM will still have a large cash pile for further earnings-enhancing acquisitions. The company should have a 200p share price at minimum imo given its record and its potential from the growth sectors outlined above as well as from online gambling.

Excellent results this morning - 33.4p EPS is above all individual broker forecasts (which vary from 31.7p to 32.1p): Http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/RNWH/13438145.html The Engineering Services order book is up a reassuring 4% to �438m (2016: �421m). Almost �4m net cash now - there should be another acquisition soon. Lovely positive outlook too: "R J Harrison OBE, Chairman said: "I am pleased to report another strong set of results positioning the Group well for the financial year ahead. The Board is confident that Renew will continue to grow its position in its target Engineering markets whilst delivering further strong financial results."

William Hill announced a good performance this morning, with the main relevance for XLM being very strong performances from online gambling and also from revenues in the USA, which were up 28% - and with much more potential for growth from US sports betting liberalisation next year. The US Supreme Court could remove a long-held ban on sports gambling in most states next year after a legal challenge by New Jersey.

Good to see Richard Griffiths able to place out some of his holding so easily and retain a large interest here: Http://citywire.co.uk/money/4-shares-the-pros-are-buying-and-selling/a1070201?ref=citywire-money-latest-news-list#i=5 "Communisis Citywire A-rated European equity veteran Richard Pease has emerged with a chunky position in print marketing business Communisis (CMS) as its shares hit a two-year high, following a profit warning last year. Pease increased his stake to 5.7% with a holding of 12 million shares worth �7.3 million at Friday�s close of 61p. The shares have rallied from a low of 34p in August last year but are still below their early 2014 peak of 75p. Pease runs the �173 million Crux European and �1.9 billion Crux European Special Situations funds. The stake is held in a �100 million portfolio outsourced to him last month by investment company Witan. Shares in Communisis have climbed 66% over the last 12 months, after the company spent 2016 grappling with a ballooning pensions deficit and paying down debt, which peaked at almost �40 million. That has since fallen to �28.3 million and been restructured over a longer repayment period, while profit climbed 10% to �8.5 million in the first half. Analysts at Liberum rate Communisis a �buy� on a price target of 74p."

Nice tip in today's Mail outlining Berenberg's recent initiation: Http://www.thisismoney.co.uk/money/investing/article-5098435/TRADERS-TIPS-City-insiders-say-buy-SafeCharge-sell-GKN.html "TRADERS TIPS: City insiders says buy payment services provider SafeCharge but sell GKN By Daily Mail City & Finance Reporter Published: 22:23, 19 November 2017 BUY THIS: SafeCharge Growth in the payment sector prompted Berenberg analysts to reinstate a �Buy� rating on SafeCharge. Perceived as facing high risks, the payment services provider is expanding its exposure to lower-risk markets. Berenberg said SafeCharge also had potential as a target for new entrants into the market, and put a price target of 350p on the stock."

Crux Asset Management have bought 5.73% or 12m shares - hopefully this has closed an overhang and cleared the way for a further price re-rating: https://www.investegate.co.uk/communisis-plc--cms-/rns/holding-s--in-company/201711170922408163W/ With Richard Griffiths and Crux having now bought around 30% between them in recent times there surely can't be that much stock floating around. CRUX are a privately owned UK based fund management group managing long-only equity investments for investors. 'The philosophy of the investment team is unwavering. At CRUX Asset Management we firmly believe in the concept of time as our friend. We invest for the long-term, never swaying from our investment principles and standing by our convictions.' 'At the heart of our company lies our strongest core value of alignment. We align our investment aims with those of our clients by investing meaningful amounts of our own assets in our funds. All employees are offered equity in the company meaning that they share in the success of the business - we believe this to be a further testament to our commitment to our clients' best interests.'

Overnight the US House of Representatives passed tax reforms which would slash corporate tax rates to 20% (from 35%) - now the Senate must do the same. CAR would benefit very nicely from such a reduction in tax: http://www.iii.co.uk/alliance-news/1510900458656166600-3/us-house-of-representatives-passes-corporate-tax-cuts-pushed-by-trump

I noticed that Vitec (VTC) issued a very good trading statement yesterday. They produce high-end camera accessories, supports etc, and in particular they stated: "The Photographic Division performed well and the market continues to show signs of recovery." Hopefully this has some positive ramifications for SDI's Opus and Atik businesses.

Overnight the US House of Representatives passed tax reforms which would slash corporate tax rates to 20% (from 35%) - now the Senate must do the same: http://www.iii.co.uk/alliance-news/1510900458656166600-3/us-house-of-representatives-passes-corporate-tax-cuts-pushed-by-trump

N+1 Singer have retained their forecasts of 12.1p EPS for the year about to end, and 13.2p EPS for the coming year. They see the �9m cash pile rising to �11.3m by the end of next year. Hopefully the volumes resulting from today's excellent update will be enough to get rid of the seller - this may have happened already given the bounce from the low earlier this morning.

RNS today - $2m contract win now authorised and ready to deliver revenues including some for this year: Http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/SIM/13434953.html I particularly like this comment: "This contract, in the maintenance training domain, is a new, lucrative vertical for SimiGon and will provide us with the experience and credentials to leverage for similar new business opportunities in other regions and other sectors."

A terrific update considering the share price gyrations: Http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/CTO/13434917.html Nicely in line, �9m net cash, looking for more acquisitions, a terrific order book and high revenue visibility. Plus a second RNS with an impressive NED appointment emphasising CTO's transition to a digital future (emphasised by the new contract wins in both M&E). Extremely reassuring. CTO will have made �6.5m PBT and will have �9m cash - against a mere �30m m/cap. Which says it all.

Great bounce recently. Yet at 274p still on a single-figure P/E based on the forecast 28.02p EPS for next year (with 25.61p EPS forecast for this year to 31/12/17).

A poster elsewhere has reported that he "was being bid over mid price yesterday on a significant multiple of NMS", which indicates there's healthy demand for stock out there. In addition to the IC tip this week, I notice that Growth Company Investor have also now recommended CAR. It's subscriber-only unfortunately: Http://www.growthcompany.co.uk/carlco-looking-promising-share-price-rises-2556737/ "Recommendations 14 Nov 2017 Carclo looking promising as share price rises"

http://www.nationalbusinessawards.co.uk/2017-winners "ACCESSO - THE LLOYDS BANK MID-MARKET BUSINESS OF THE YEAR THE JUDGES SAID "AIM listed accesso is a truly global business, providing premier technological solutions to the leisure, entertainment and cultural markets in 27 countries. Accesso's strong business vision, dynamic leadership and commitment to service and innovation has enabled it to forge an enviable set of long-term, sustainable and mutually beneficial relationships with clients. Ambition, technology and commitment to customer experience continue to drive accesso's growth and development, in a market with enormous opportunity." And also, a nice snippet from the BlackRock Smaller Companies Trust portfolio update just out: Http://www.lse.co.uk/regulatory-news-article.asp?ArticleCode=y6480xc2&ArticleHeadline=Portfolio_Update "Shares in ticketing and virtual queuing solutions provider Accesso Technology continued to rise following the strong interim results announced in September. The attraction market remains relatively early in the move towards electronic and mobile commerce and Accesso's market leading technology is becoming increasingly central to its customers' propositions, leveraging software and data to improve guest experience while driving operator profitability."

Lovely small 10p spread now. A few small sells mean people can now buy VLE shares at 25p less than the 835p VLE themselves deemed were cheap enough to buy the shares back at.

...and another tick up now on just a 4k buy at 25p. Not much stock around?

IOM are recommended in a new article which recommends eight companies which meet Slater's investment criteria. There are three companies amongst the eight which begin with the letter "i" - IGR, INSE and IOM - and I own them all, yet own none of the others! Strange but true.... http ://www.iii.co.uk/articles/460481/8-top-shares-meet-jim-slaters-investment-rules "Eight top shares that meet Jim Slater's investment rules By Stockopedia and Ben Hobson | Wed, 15th November 2017 - 14:24"