Member Info for rivaldo

Good news. Looks like a sensible - and sensibly priced - acquisition, with £2m plus deferred buying £0.3m PBT, £0.7m net assets and an entrée into a new, complementary sector. Plus it's earnings-enhancing next year (and not this year probably only because CTO are on such a cheap rating already!): Https://www.investegate.co.uk/clarke-t---plc--cto-/rns/acquisition/201708070700042171N/

Encouraging trading update this morning - trading in line with recently upgraded expectations, and H2 has started strongly. They've "noticed an increase in compliance awareness", and this is obviously due to the Grenfell tragedy, though it would be crass to say so directly. I suspect that today's RNS is setting the market up for even better news later in the year given the tone of the statement, which is a nicely prudent strategy: Https://www.investegate.co.uk/premier-technical--ptsg-/rns/trading-update-and-notice-of-results/201708070700030881N/ "PTSG, the niche specialist services provider, is pleased to announce the following trading update ahead of its interim results for the six months ended 30 June 2017, which will be issued on Tuesday, 26 September 2017: The Group has previously announced that it was performing well in the first half. This performance has continued, PTSG has noticed an increase in compliance awareness among our 17,000 customers and we have experienced continuing sales growth and strong levels of orders in the year to date. The Group has secured new contract wins across all its disciplines, including a number of multi-discipline framework agreements with new and existing customers and our contract renewal rates remain high, which underpin our organic growth plans. The integration of BEST, which was acquired early in July 2017 to enhance PTSG's number one market position in the lightning protection market, has started well and is progressing to plan. We have begun to drive additional operational efficiencies and opportunities for cross selling new and existing services to the enlarged customers base. Nimbus Lightning Protection Ltd, which was acquired in January 2017, has been fully integrated into the Electrical Services division and is performing in line with our expectations. In the first few weeks of the second half, the Group is trading in line with expectations for the full year as recently upgraded for the BEST acquisition. The directors look forward to providing a full update on the Group's progress in the interim results announcement in September."

ATQT have been tipped in today's Telegraph as one of 5 stocks which might multibag as "the next Fevertree". Of the 5 stocks mentioned, ATQT being a small cap is the only stock which might actually achieve this aim imo. Bodycote and B&M are already £1 billion+ large caps. SMS is a £540m m/cap which is extremely vulnerable to software and implementation problems and delays in the smart meter rollout. QXT is a quality company, but very illiquid and already on a very high multiple at a £290m m/cap. Here's the tip: <a href='Http://www.telegraph.co.uk/investing/shares/five-stocks-tipped-next-fever-tree1/' target='window'>Http://www.telegraph.co.uk/investing/shares/five-stocks-tipped-next-fever-tree1/</a> "Attraqt This £44m company sells software to online retailers that improves the presentation of websites and offers customers personalised product recommendations. Matt Tonge, co-manager of Liontrust’s UK Smaller Companies fund, said the business offered three particular strengths: “It has intellectual property in the software code, customers increasingly rely on the product and its products are sold on a monthly basis – meaning 90pc of revenues are recurring.” Following a recent acquisition of a competitor, Attraqt is now also “the leading player in the field in a structurally growing market”. Mr Tonge added that, compared with similar companies, the valuation was attractive."

CMS certainly underplayed their hand in not announcing separately the new/additional HSBC work. They could at least have announced it as an RNSNON rather than "losing" it within the interims narrative: Https://www.prolificnorth.co.uk/2017/08/communisis-wins-5-year-hsbc-deal/ "Communisis wins 5 year HSBC deal By Stephen Chapman — 4 August 2017 Communisis has won a “significant” 5 year marketing communications contract from HSBC. Its value hasn’t been disclosed, however, it will be of particular importance to the Leeds-based group, having lost the marcoms brief in 2011 to St Ives. Back then, the direct mail contract was worth around £7m. Communisis already provides transactional, content marketing and fulfilment services to HSBC. The announcement was made in the group’s interim results presentation, which also revealed that revenue at Communisis had increased by 6% to £186m, with overseas income making up 30% of the total Group revenue. The company has also renewed “multi-year” contracts with Nationwide, Virgin Money and Co-op during the 6 month period."

Interesting to hear him talk about the "endgame" where they are the "go-to player for video game services across the globe", and "large game companies" who currently do these things internally "spin out those activities" to KWS: Http://www.proactiveinvestors.co.uk/companies/stocktube/7885/keywords-picks-la-marque-rose-as-best-of-the-bunch-7885.html

Nice: Https://www.ideagen.com/company/news/ideagen-pleasereview-wins-best-document-review-solutions-provider-/ "Ideagen PleaseReview wins ‘Best Document Review Solutions Provider’ at International Life Science Awards 03 August 2017 Ideagen PleaseReview, Ideagen’s document review, co-authoring and redaction software, has won ‘Best Document Review Solutions Provider’ at the International Life Science Awards 2017. PleaseReview is a specialist software solution that makes it easy for teams to work together to deliver high-quality documents. Going beyond simply sharing files – it has the unique ability to control collaboration within the document. Now in its second year, the International Life Sciences Awards 2017 endeavour to reward and recognise shining stars in the life sciences sector – from established and successful organisations to smaller niche enterprises making their mark on the industry. Pharmaceutical, Biotech and other Life Science businesses operate in an extremely document-intensive, highly regulated environment. PleaseReview supports this critical process of producing compliant, quality documents within tight deadlines. David Hornsby, Ideagen CEO, said: “Bringing products to market is a huge task, so implementing efficiency improvements is essential. “To collaboratively edit and review complex documents generated for clinical trials, quality assurance and regulatory submissions, which often require the contribution from various functional area authors and subject matter experts to an organisation, requires specialist technology capabilities. It is why PleaseReview is used by many of the world’s leading pharmaceutical companies.” David added: “We know from our customers how valuable PleaseReview is to their businesses. Recognition from industry peers is a testament to the strength and quality of the product and marks the beginning of another exciting 12 months for PleaseReview.” PleaseReview, which became part of Ideagen’s product suite following its acquisition of PleaseTech in March this year, is used by over 180 organisations worldwide including 70% of the leading pharmaceutical biotech organisations. The software provides simultaneous, controlled and secure collaboration for review, co-authoring and redaction resulting in faster document development and enhanced quality. Reporting and metrics ensure transparency, accountability and facilitate process improvements."

From today's Daily Mail - RNWH's Clarke Telecom are at the forefront of UK telecoms infrastructure, and 500,000 new mast for 5G would provide a barrel-load of new work: Http://www.dailymail.co.uk/money/markets/article-4758446/Phone-firms-fight-erect-500-000-masts-5G-network.html "Phone firms fight to erect 500,000 masts for a new super-fast 5G mobile internet network Published: 21:50, 3 August 2017 Mobile operators are calling for major reforms to Britain's planning system so they can erect 500,000 masts for their new super-fast 5G network. The bosses of Three, EE and O2 say a rapid increase in the number of transmitters across the country is needed for a proposed 5G mobile network to be in place by 2020. The technology, which is still being tested, will mean data can be transferred wirelessly at dramatically faster speeds than existing 3G and 4G networks. It is seen as a vital step as more devices connect to the so-called 'internet of things', placing more demand on existing airwaves. etc"

Cantor Fitgerald's analysts have identified their highest conviction stock ideas, one of which is OMI: Http://www.iii.co.uk/articles/434247/eight-top-stock-picks-rest-2017 "Orosur Mining (OMI), digging for gold in Uruguay, Colombia and Chile, is metals and mining expert Asa Bridle's top pick. "With practically no debt, and production expected to be stable at the San Gregorio operations in Uruguay over the medium term, Orosur can use the future cash generated from its mines to fund both further production development in Uruguay and a significant exploration drilling programme on the exciting Anzá gold project in Colombia," writes Bridle. "Positive outcomes from either or both of these campaigns would represent notable, value driving, progress for the company as it looks to become a more significant gold producer based on multiple, long life, operations."

First Pacific have bought almost another 1.6m shares since their last holdings RNS on 10th April, and now hold 17.53m shares, or 16.9%: Https://www.investegate.co.uk/premier-technical--ptsg-/rns/holding-s--in-company/201708041150581690N/ Their % has reduced despite their holding increasing due to the placing and the increased shares in issue.

today: Https://www.investegate.co.uk/News/broker-forecast---numis-issues-a-broker-note-on-keywords-studios/750872/ "Numis today reaffirms its buy investment rating on Keywords Studios (LON:KWS) and raised its price target to 1400p (from 1260p)"

FK1, Cat, many thanks for the AGM reports - much appreciated. The next issue of SCSW magazine is out tomorrow - hopefully there'll be a follow-up mention of DKL given three separate pieces of positive news flow in the last month.

I can currently buy a maximum of just 100 shares at 19.5p, whilst I can sell 75,000 at 19.03p.

including these extracts re analyst comment: Https://www.sharesmagazine.co.uk/news/shares/frontier-rockets-as-chinas-tencent-takes-stake "TRANSFORMATIONAL TIE-UP David Braben, founder and CEO of Frontier, best-known for its Elite Dangerous game, comments: ‘Tencent is the market leader in the online games industry in China and operating a premium PC games distribution platform, WeGame. This strategic investment will both help drive our scale up, and improve access and accelerate our growth into the key Chinese market. Tencent will be a powerful partner for Frontier, in what will soon be the world's largest market for entertainment.’ JOINING AN ELITE CLUB Numis Securities’ David Toms upgrades his price target from 466p to 605p, writing: ‘This is clearly a very positive endorsement from a major global player in the entertainment industry; Tencent has existing holdings in Supercell (Clash of Clans), Riot Games (League of Legends), Epic Games (Unreal game engine, Gears of War) and a broad range of other gaming, internet and entertainment businesses.’ Toms continues: ‘The proceeds will be used by Frontier to augment existing resources and accelerate the scale-up of existing operations and franchises. In addition, the Tencent relationship should support Frontier in capitalising on the large and growing market in China, through local expertise and access to Tencent's distribution capabilities including the WeGame online store.’ FinnCap’s Harold Evans, with a 690p price target for Frontier, believes ‘this latest investment by Tencent speaks volumes about how highly Frontier is regarded in the industry.’ Evans also explains that ‘as well as being a games developer and publisher Tencent is also a platform and services company, and is currently updating its gaming platform ‘WeGame’. This is relevant because, as a shareholder, we would expect Tencent to promote and support Frontier in what – over time – could become an important games channel. This should therefore provide Frontier with another route to market, increasing the company’s addressable market.'

Of most relevance to ACSO, LEGOLAND is doing really well globally: "LEGOLAND Parks revenue increased by 34.6% at actual FX rates. On a constant currency basis, revenue grew by 20.8% due to the opening of LEGOLAND Japan, a strong Easter trading period driving 8.0% like for like growth and the positive contribution from new accommodation including the new 'Beach Retreat' in LEGOLAND Florida" "New LEGOLAND park developments · LEGOLAND Japan opened under an operated and leased model in April 2017. · Progress on LEGOLAND Korea infrastructure. · Currently seeking the required consents to open a LEGOLAND park in New York. · Continue to explore further potential sites in China." "Four new LEGOLAND parks by the end of 2020"

Excellent - today's RNS shows that 2m more shares have been bought by Downing LLP in their well-regarded Microcap Growth Fund and Microcap Investment Trust: Https://www.investegate.co.uk/gama-aviation-plc--gmaa-/rns/holding-s--in-company/201708040700070909N/ They now have 2.31m shares, or 5.25%. Which should be a decent signal to the market that GMAA are a good buy at current levels.

Great-sounding acquisition today. It consolidates "leading providers of audio and localisation services in French" in Europe, and with closing certain offices and re-locating into one central office should bring lots of synergies. Above all - it's cheap! Paying a max €7.6m for €0.9m PBT and €9m of revenues looks blinding value to me. Great stuff: Https://www.investegate.co.uk/keywords-studios-plc--kws-/rns/acquisition/201708040700070934N/

Online I can only buy a maximum 2,500 shares at 74.97p, whilst I can sell 15,000 at a premium at 72.85p. Looking good.

Atik introduce an impressive-looking new camera - and with an "overwhelming response" for Beta testers and a "huge number of applicants": Https://www.atik-cameras.com/news/atik-horizon-cmos-beta-launch/ Extracts: "The New Atik Horizon CMOS Camera By Jo on July 27th, 2017 Since announcing development of our first CMOS camera in May, we’ve been busy getting things ready for release. We’ve locked down our case design, boosted our cooling and now have our full set of provisional specifications. So, without further ado, let us introduce you to the Atik Horizon.... ....Last week we put out a call for BETA testers for the new Atik Horizon. With such an overwhelming response, we are currently not accepting any new applications for BETA Testers. The initial production run is extremely limited, and we’ve had a huge number of applicants already. If you’ve applied, we like to say a huge thank you for your interest and will get back to you about next steps in due course. We anticipate the full release to follow in early October....."

And Techmarketview are positive and emphasise the transition to digital: Http://www.techmarketview.com/ukhotviews/archive/2017/08/03/communisis-managing-the-transition "Thursday 03 August 2017 Communisis, managing the transition Communisis, the provider of integrated marketing services, announced results for the six months to the June which showed creditable progress. Revenue was up 6% to £186m and operating profits increased 10%, to £8.5m. They’ve also secured a bank refinancing, got nearer a settlement re their pension scheme deficit, generated £6m+ cash and increased dividends by 10%. Although Communisis has seen its business shift away from Financial Services (80% of revenue 5 years ago to 35% now) this sector is doing well as companies look to outsource more with HSBC signing a 5-year contract for marketing communications and Nationwide and Virgin Money renewing their contracts. Strong growth in FMCG markets has made this the largest customer sector (39%). International business, now 30% of revenue, is also growing strongly, particularly in Spain and Holland. An important shift of the business has been towards “digital”. 15% of revenue 5 years ago, Digital and Services now account for 60% and this proportion will continue to increase. For banks, as an example, the transition to digital is not instantaneous, but will take several years due to legacy issues, regulation and, importantly, customer preferences. Communisis is enabling this transition, having invested in the “traditional” business with more modern, automated facilities in “the print”, as well as working to optimise the (declining but profitable) cheque printing business where it has an 80%+ UK share. Communisis is also investing in “digital” with platforms to manage workflow and to improve integrated outbound communications, such as in the case of HMRC following its contract win last year. Communisis now looks as if it is well-positioned to provide a broader range of services under the “digital” banner, as well as ensuring consistent financial performance from other established business lines and suppporting growth rates with its European operations."

Liberum retain their Buy and 75p target today. And Finncap retain their Buy and 65p target: Http://investing.thisismoney.co.uk/broker-views/