Member Info for rivaldo

Good to see Livingbridge VC LLP buying and going above 12% with 58.94m shares: Http://www.investegate.co.uk/inspired-energy-plc--inse-/rns/holding-s--in-company/201706220700058142I/ Their last RNS disclosure AFAICS was for 53.2m shares 18 months ago, so they've steadily bought another 5.7m shares since then.

Fantastic rise, so decided to sell. A 40% or so profit in less than 2 weeks isn't to be sniffed at :o)) Good luck all. There may be more to come, or the price may settle and drift down for a while. Anyway, it's still on my watchlist.

Looking forward to CAR's presentation at Equity Development later today - hopefully this will attract fresh interest as it will reflect the extremely positive and secure outlook for CAR's core businesses. Plus the forward P/E of just 11 and the PEG of only 0.73.

Feels like it's gearing up for new highs soon, prior to next month's H1 trading update.

Agreed Jungleland. This is a huge £900m train contract win: https://www.theguardian.com/business/2017/jun/20/bombardier-wins-900m-south-west-trains-deal At 750 cars this is "the largest AVENTRA train order ever". Let's not count our chickens yet - but there could/should be a lot of chickens to count :o)) Particularly as PEG's contract win RNS in May was for AVENTRA trains too: "The new contract, which is worth £3 million, is for the supply of Petards eyeTrain systems to be fitted to five and ten car BOMBARDIER AVENTRA Electrical Multiple Unit (EMU) trains to be built by Bombardier."

Https://www.ideagen.com/company/news/ideagen-awarded-place-on-g-cloud-9-framework/ Extract: "Ideagen awarded place on G-Cloud 9 framework 20 June 2017 Ideagen is pleased to announce it has been awarded a place on the latest G-Cloud government framework. The current G-Cloud 9 iteration allows public sector organisations – such as the NHS and local councils – to find and compare cloud-based services, removing the requirement for a full tender process." Most interestingly: "Also included in G-Cloud 9 for the first time is Ideagen’s software PleaseReview and Covalent. Both the PleaseReview and Covalent products are two key solutions which were acquired via strategic purchases of PleaseTech and Covalent Software Ltd respectfully."

Hopefully limbering up for new highs here. Meanwhile, a contract win to supply "lightning protection, surge protection and earthing systems to a range of commercial and residential properties in" a 150 acre area in Medway: Http://www.ptsg.co.uk/news/electrical-services/ptsg-to-install-lightning-protection-at-island-community-scheme/ And PTSG are the "most nominated business" at the 2017 Facilities Management awards for the third year running: Http://www.ptsg.co.uk/news/ptsg-the-most-shortlisted-business-at-pfm-awards-2017-for-third-year-running/

Finncap have reduced their target price to 24p. Today's update is disappointing as regards the delays, but from a long-term perspective not unexpected given the way the auto industry works (and aerospace come to that). It's good to see SCE organising the investor open day next month to show people just what has been achieved. SCE itself is progressing, just very slowly and with painful delays. I'm satisfied that SCE will win out in the long-run for well-rehearsed reasons of competition and quality. For those of a long-term disposition the current situation offers a buying opportunity, but I can understand those who lose patience!

Exciting stuff..... Https://imimobile.com/blog-imimobile-joins-google-rcs-program/ "Blog / 16th June 2017 Get involved with RCS early with IMImobile and Google Posted by Sudarshan Dharmapuri The mobile industry is finally set on revolutionising messaging – and IMImobile will be at the cutting edge together with Google This month, IMImobile joined Google’s RCS Business Messaging Early Access Program as a launch partner further cementing our position as an innovator in the customer interaction management space. This exciting initiative sees global telecoms operators and key messaging providers come together with Google to start testing implementation of the new message standard. So what is RCS – and how is it different from standard messaging?" Conclusion: "For businesses, the advent of RCS marks yet another shift towards messaging-oriented customer interactions, and adds another channel into the evolving messaging ecosystem (alongside SMS, Facebook Messenger, Twitter DM, WeChat and so on). As customers increase adoption and usage of these diverse channels, and the number of channels rises, the ability to orchestrate and automate customer interactions and journeys becomes a business imperative. This, of course, is where IMImobile’s customer journey orchestration platform comes into its own. Google at the forefront – and so is IMImobile Google is playing a key role in the RCS initiative, which should help accelerate adoption and launch of the new messaging platform. Google’s Android Messages client supports RCS messaging (alongside SMS and MMS) and it is partnering with 27 operators and device manufacturers to upgrade the native messaging experience with RCS. Our participation in the Early Access Program means we can start driving awareness of RCS for A2P usage, test different use cases, and influence the development roadmap. We will also have access to resources on, for example, conversation design, and to the Google network of supported operators alongside our existing relationships with carriers on telecom channels. This is great news for our own clients who want to be early to market with this new messaging channel, as we’re ideally positioned to help enterprises take advantage of the technology."

now, with decent buying coming in at 165p.

The order book is up 13% in just 5 months, Trading is nicely in line with expectations - which are 1.45p EPS and a 0.5p dividend, i.e a P/E of only 10.4 - and acquisitions are performing well. In addition, the new COO has a successful track record in making acquisitions and then selling the resulting entity. Say no more..... http://www.investegate.co.uk/inspired-energy-plc--inse-/rns/agm-statement-and-board-change/201706200700035328I/ ""I am pleased to note that Inspired continues to trade in line with market expectations. The integration of both Flexible Energy Management Limited and Churchcom Limited which the Group acquired in April 2017 is progressing smoothly and the companies are performing in line with the Board's expectations. "I am also pleased to report that the Company's Procurement Corporate Order Book had grown to £31.5m ("Order Book"), as at 31 May 2017. The Order Book remains a consistent guide to future performance of the Group and provides strong visibility of revenues for the next three years. "We are also delighted to announce that Mark Dickinson, who joined Inspired as a Non-executive Director in September 2016, will today assume the role of Chief Operating Officer of the Group. Mark's experience as an energy consultancy specialist, with over 20 years' experience of leading and advising companies in the sector, will be invaluable to the Company's continued development. Mark was previously CEO of M&C Energy Group where he led the buy and build strategy completing four acquisitions before selling the company to Schneider Electric in 2013. Inspired will look to appoint a further non-executive director in due course."

Finncap has today issued its quarterly note on the Support Services sector. ACL is one of its 7 favoured picks (amongst the others is RNWH, which I also own), with a Buy and a 339p target price: "Take advantage of the weakness of the pound Buy overseas earners. Our favoured picks are: Acal – 82% of sales are outside the UK, with the largest markets being the Nordics at 22% of sales, Germany at 18% and France at 10%. Acal designs, manufactures and distributes electronic components and assemblies. It has virtually no cross-border trading between the UK and Continental Europe."

Finncap has today issued its quarterly note on the Support Services sector. RNWH is one of its 7 favoured picks (amongst the others is ACL, which I also own), with a Buy and a 586p target price: "Invest in defensive markets where share can be taken Renew - Renew's repair and maintenance services are fundamental to the UK's energy, gas, water, telecoms and rail infrastructure. The order book typically provides visibility on 65% of next year’s sales, but in reality the vast majority of Renew's work is on large, long-term, non-discretionary frameworks. This supports attractive and relatively low-risk growth prospects."

Interesting comment in this report that whilst they believe the stock is worth 200p per share, it could be worth "a lot more in the event of predatory interest". Presumably such interest could come from either one of the larger car part suppliers, or from one of the larger pharma company suppliers. In either case they could then sell off the other two extremely profitable core divisions and come out of it looking pretty rosy.

Peel Hunt retain their Buy and 29p price target today.

Http://www.investegate.co.uk/filtronic-plc--ftc-/rns/trading-update-and-notice-of-results/201706190700044001I/ EBITA appears to be slightly ahead of expectations, and the £2.6m cash pile is well ahead of expectations (which were for £1.2m). It's encouraging to see the increased telecommunications infrastructure activity continuing into this year, antennas securing new orders and broadband now positioned for profitability. Peel Hunt's forecasts remain at 1.2p EPS for this current year.

"the Group has seen continuing sales growth and strong levels of orders in the year to date. Working capital utilisation and profit levels are also in line with the Board's expectations": Http://www.investegate.co.uk/premier-technical--ptsg-/rns/agm-statement/201706190700033272I/ Plus successful integration of acquisitions, high renewal rates and the likelihood of further acquisitions: "The Board is confident that the business is in a strong position to continue to grow both organically and through carefully selected acquisitions, which seek to achieve sector dominance in our chosen areas of operation."

The Grenfell Tower fire was a tragic incident which from the sound of it could have been avoided with different building procedures (and better fire drill instructions, sprinkler systems etc). PTSG would presumably be a big beneficiary nationwide from (1) any additional testing/inspection/safety work now being carried out and (2) and future refurbishment/improvement works: Http://www.ptsg.co.uk/access-safety/safety-testing/rope-access-and-abseil-points/

Good to see a keen 24k buy at 42p this morning - that's 2p above this morning's 40p offer price. Interesting comment on the HMLH web site regarding the appalling Grenfell House fire, which reinforces the need for professional and properly organised property managers: Http://www.thehmlgroup.co.uk/fire-safety/ "Fire Safety The dreadful events at Grenfell Tower on the 14th June remind us all how critically important it is that we as property managers fulfil our duties in advising our clients on the fire risks inherent in blocks of flats. As the circumstances that gave rise to this tragic event are revealed in the coming weeks and months, we anticipate they will reflect mostly on the safety design and fabric of the building. There is however so much that can be done procedurally and organisationally to reduce fire risks. HML as professional managing agents will re-double our efforts to ensure that fire risk is professionally assessed and mitigated wherever possible. Our thoughts and prayers are with the victims and their friends and families who have so unfairly been affected by this tragedy."

Edison yesterday issued a new update on CAR. They've increased their valuation range by some 20% to 181p-191p. Their forecasts are 12.9p EPS this year and 15.2p EPS next year, so the P/E's of 12.3 and 10.4 leave CAR still looking good value. The very attractive PEG of 0.69 makes CAR look even cheaper: Http://www.edisoninvestmentresearch.com/research/report/carclo444313/preview/