Member Info for rivaldo

Wow - Charles Cotton is certainly keen. He's persuaded one of his family to stump up another £150,000 for FDEV shares at 409.5p per today's RNS: Http://www.investegate.co.uk/frontier-dev-plc--fdev-/rns/pca-dealings/201705181400025613F/

Berenberg today reiterate their Buy and 150p price target: Https://www.chaffeybreeze.com/2017/05/18/xlmedia-plc-xlm-rating-reiterated-by-berenberg-bank.html

Great to see new highs on a down day in the markets, and in the run-up to the results on 26th May. Of course we already know the results will be good thanks to the trading statement.

Nice.... Berenberg have today increased their target price to 970p (from 850p). And Finncap have increased their target price to 885p (from 692p). Http://investing.thisismoney.co.uk/broker-views/

Http://www.thenorthernecho.co.uk/business/15289637.Filtronic_plotting_new_engineer_and_apprenticeship_roles_at_Sedgefield_base/ "A TECHNOLOGY company will press on to secure its next generation after public safety work provided a financial lift, The Northern Echo can reveal. Filtronic is firming up plans to recruit junior engineers and apprentices at a County Durham base. The business operates its broadband division from a site on Sedgefield’s NetPark, which is known for developing an e-band transceiver capable of increasing data limits across phone networks. The base employs in excess of 50 staff and Rob Smith, chief executive, has confirmed the company hopes to add to the number with young starters after a spike in work left annual revenues and profits primed to go beyond market expectations. He said: “We have got a pipeline of products and I am very happy with the progress to date, but we need to do more.... ....The business expects group sales to stand at around £35m for the year ending May 31, whereupon the Sedgefield plant will begin work on a £13m national security deal to supply high-frequency modules to a defence equipment maker for aerospace work. That project is one of a cyclical telecoms sector, is helping the business ride market peaks and troughs. Reacting to its improving bottom line, he said the company was getting stronger, revealing its recent successes have been helped by US public safety work through a Leeds-based sister wireless division. He told the Echo: “It has come from a variety of customers and products, which is the very pleasing thing. “One of the areas where we have seen a lot of growth this year has been in the public safety network, such as telecoms networks dedicated to emergency services in the US. “Going back to 9/11, one of the issues highlighted was that the different networks were affected, making communication between the fire and police services very difficult. “One of the actions was to introduce changes for public safety and that has been going on for some time. “But there is an ongoing programme to refurbish it and we are benefiting. “Telecoms will always be a big market for us, but there are different sectors we are pursuing and we are looking to add value to the business..... “What we can see coming is a much richer period and we are confident.” Late last year, Filtronic’s finance director, Michael Tyerman, told the Echo that Filtronic’s renaissance had been “pretty phenomenal”. He added: “Broadband feels a much healthier business; the beauty of defence and aerospace work is that it is quite long-term. “We’ve got a much stronger pipeline. “A lot of the hard work we did in the turnaround years, we are getting the fruits of that now. “We were very early to the party, we started development back in 2009 on

..and again this afternoon following some encouraging AT (institutional) trade buying. Looking set for new recent highs now.

Finncap have increased their target price to 108p (from 98p) today.

Good to see a buy at 266.75p first thing this morning.

Blue sky up to 180p if so chart-wise.

Revenues are ahead of expectations, and the £4.2m cash pile is also nicely ahead of expectations. EBITDA is spot on, and EPS is likely to be the similarly spot on, showing a "significant increase": Http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/IDEA/13228079.html Great company, and a lovely, confident outlook statement: "David Hornsby, Chief Executive, commented: "We are pleased to report that the Group has continued to perform well in delivering another year of high quality earnings growth underpinned by strong cash generation. We have also made four important acquisitions which have provided scale, product capability and recurring revenues. We continue to grow organically and to increase the percentage of our revenues derived from recurring business. The Group has significant contracted work in progress and a strong pipeline of new business opportunities which provides the Board with confidence for the current year and beyond."

Great to see the CEO buying £53,000 of shares - at 128p - and Lavi buying another 10,000 shares at 127p: Http://uk.advfn.com/stock-market/london/xlmedia-XLM/share-news/XLMedia-PLC-Changes-in-Directors-disclosable-inter/74623545

Nice - an American earnings-enhancing acquisition.... Http://www.investegate.co.uk/keywords-studios-plc--kws-/rns/acquisition-of-gamesim-inc-/201705170700083530F/ Not too large at $4.1m (mostly in cash), but extremely important strategically. This comment is particularly interesting and gives a taste of KWS' potential: "GameSim will take advantage of synergies with other Keywords studios to better service our customers in the video gaming, military simulation & training, and geospatial visualisation industries."

There's the main reason for today's rise - 250,000 shares bought at 14p from earlier today only just reported.

after £50k of early sells. A larger buyer in the background? Also some impressive new senior appointments from BAE, GE etc "to support...growth ambitions": Http://www.gamaaviation.com/gama-aviation-adds-depth-european-management-team/#

Amazing positive turnaround online now. You can sell 200,000 at almost the mid-price at 13.86p, whilst the maximum you can buy is just 10k at 14p. The share price could go on quite a run if that pertains for a while.

Hargreave Hale have bought another 1m shares and now own over 10% of NTQ, or 6.35m shares: Http://www.investegate.co.uk/enteq-upstream-plc/rns/holding-s--in-company/201705161201593036F/ Quite a vote of confidence.

"Operational leverage and re-positioning of the cost structure mean that a good proportion of sales is dropping through to earnings," adds Kearsey, who expects a FY2017 drop-through rate of 39-40%. In the first half it was 34%. Clearly it's not been an easy road both for investors and management - short-term as well as in the longer run. A succession of profit warnings back in 2014 saw the stock lose half its value that year. In March 2016, after a couple of very difficult years, Panmure placed its 'hold' recommendation under review. Twelve months ago, it suggested the firm "appears to have got its mojo back" and, six weeks later with the price at 10p, the broker upgraded the shares to a 'buy' and slapped a 24p target on them. While then analyst George O'Connor admitted this was "a first stab until we have greater clarity as to the operational backdrop for 2017E and beyond", Panmure's faith in the business is finally being repaid. That 24p was upgraded by 5p in August to the current objective. "All in all," Kearsey says, "[it's] another tick in the box for Filtronic."

Good post-trading update summary not yet posted here: Http://www.iii.co.uk/articles/412858/another-tick-box-can-filtronic-double-again "Another tick in the box, but can Filtronic double again? By David Brenchley | Fri, 12th May 2017 - 12:19 Filtronic's (FTC) is the classic dotcom boom and bust chart. Founded by professor David Rhodes in 1977, the designer and manufacturer of microwave electronics for the wireless telecoms market listed on the London Stock Exchange back in 1994. But after a meteoric rise to stardom, the good times were short-lived. At the height of the technology boom in February 2000, the stock peaked at £23.50, as investors piled into the sector in the hope of finding the next 'ten-bagger'. In the space of just a year Filtronic's shares had doubled and the loss-making business was valued at around £1.5 billion. Within a year, the share price had collapsed by 86% to 326p. It was never to recover and now, 16 years on, you can pick up the shares for 12.75p, giving a market cap of just £29 million. Still, it survived, and shares in the West Yorkshire firm just rocketed by almost a third to a high of 13p Friday after a very short but very sweet trading update. "Trading during the fourth quarter of the current financial year in the Filtronic Wireless business has been ahead of previous management expectations," it said. Filtronic now expects group revenue of £35 million for the year to 30 May 2017 - up 158% - "with a commensurate increase to operating profit, both of which are ahead of market expectations". This is "despite some marginal, short-term weakness in trading in Filtronic Broadband", the division that makes microwave products and millimetre wave transceiver modules and filters for the telecoms, aerospace and defence industries. Broadband is on an improving trend, though, says Adrian Kearsey, analyst at house broker Panmure Gordon and fan of the company. It will be boosted by an already-announced multi-year agreement to supply a major defence-aerospace company worth £13 million of net revenues starting next year. As the customer will pay for materials, much of that revenue will drop straight to the bottom line. Despite a bounce from just 5p 14 months ago, Kearsey reckons there's much more to come from Filtronic, reiterating his 29p price target, implying further upside of over 127%. The analyst explained that the jump in sales activity reflects both shipments of the new ultra-wide band integrated antennas and strong underlying demand for filter products. He raises his full-year operating profit estimate 43% to £1.6 million. Filtronic Wireless - which makes parts and antennas for telecoms equipment manufacturers and network operators - is leading the way and, "whilst orders are concentrated in terms of client, they offer a good reference point [and] provide the enhanced sales team a platform to build future sales"

Good to see IDEA continuing to win work overseas: Https://www.ideagen.com/company/news/maltese-energy-firm-enemalta-chooses-ideagen-q-pulse/

...and there's a very nice tick up. Much more to come imho.