Member Info for rivaldo

Http://www.syngene.com/effects-of-stressors-on-bacteria/ "Tuesday 21st March 2017 G:BOX Chemi XX6 used to study effects of stressors on bacteria - research may contribute to identifying targets for new anti-microbials Cambridge, UK: Syngene, a world-leading manufacturer of image analysis solutions, is pleased to announce its G:BOX Chemi XX6 multi-application imager is being utilised by scientists at the University of Warwick to rapidly and accurately analyse how Gram positive bacteria react to stressors. This is providing information on phenotypic changes and may identify potential genetic targets, which could help in developing new anti-microbial therapies for drug-resistant bacteria. Researchers in the Department of Biomedical Sciences at the University of Warwick are using a G:BOX Chemi XX6 multi-application imaging system to study the changes that occur following exposure to stressors in the model Gram positive bacteria, Bacillus subtilis (a close relative of drug-resistant bacteria, such as Staphylococcus aureus).... ....Dr Emma Denham, Assistant Professor of Molecular Bacteriology at the University of Warwick explained: “B. subtilis expresses over 1500 non-coding RNAs and we want to determine what they are regulating and how they are doing it. As part of this research we’re using a G:BOX Chemi XX6 system to analyse chemiluminescent RNA and proteins, as well as image B. subtilis and E. coli colonies on 25 cm plates to identify interesting clones.” Emma continued: “We chose the G:BOX Chemi XX6 because it is the only analyser we tested that could cope with imaging bacteria on large plates, as well as Northern and Western blots and we haven’t yet found a fluorescence or chemi imaging application the G:BOX Chemi XX6 cannot perform.”

Announced yesterday by Alecto Minerals: http://www.investegate.co.uk/alecto-minerals-plc--alo-/rns/operations-update/201703220700071736A/ "Alecto Minerals plc (AIM: ALO), the African-focused gold and copper exploration and development company, is pleased to provide a positive operational update in relation to the Mowana Copper Project in Botswana ("Mowana" or the "Project"). Capital Drilling Limited (LSE: CAPD) has been awarded the contract for Drill and Blast and is currently mobilising its equipment to site"

Nice - ticking up after a 125,678 buy at the full 115p offer price this morning (and another 32,000 shares bought in the last few minutes).

Finncap have today increased their target price to 98p (from 78p).....

Nice.... Http://www.whatinvestment.co.uk/woodford-income-focus-invest-2553452/ "22 Mar 2017 Jonathon Brown, who jointly runs the Invesco Perpetual UK Smaller Companies Investment Trust, has revealed the shares he is buying in the world after Brexit." "An investment he described himself as ‘most excited’ about is Keyword Studios. Brown remarked that, ‘this is a company that provides outsourced services to the computer games industry. That is a secular growth industry, and outsourcing is becoming more popular.’ He added, ‘Keyword do a wide range of services, they translate the dialogue in the games into other languages, and they also make the settings for the games localised to the different markets. They also do some of the graphics, and as the artwork becomes more high resolution that is becoming more important.’ Brown added, ‘the company has expanded both organically and through acquisition. It has bought up a lot of boutiques in the market, and is a share we like a lot.’"

Very earnings-enhancing acquisition - and funded by a placing at 75p :o)) I suspect the share price will soon be back to 78p-80p. Based on the PBT figures for 2015, I suspect the 2016 figures see PleaseTech acquired on a historic P/E of only 9 or 10. By the time the CEO and CFO leave during the coming year to 30/4/18, and with other savings etc, the P/E will probably drop even further. Lots of recurring income, and high overseas income too, which should bring in currency benefits this year. The placing was also oversubscribed enough to allow the CEO and some directors to slot some options and shares, which I don't begrudge at all given their success over time. Excellent news all round.

Another new high today after a small tick up now to 114p. For the record, Cenkos' latest forecasts are: this year : 10.24p EPS, 6.18p dividend next year : 10.98p EPS, 6.5p dividend With the $35m cash pile, the ex-cash P/E is just 9 and the divi yield is 5.4%.

A confusing set of results, with core EBITDA at first glance well below Hybridan's forecast for one? It would be useful to see an analyst report to identify any discrepancies. The reassurance is that (1) the business appears to be growing strongly and scaling up, and the m/cap is good value at only £10.5m relative to historic and growing 18m euros turnover, and (2) Integumen have a few minutes ago confirmed they will definitely IPO: Http://www.investegate.co.uk/aim/rns/schedule-1---integumen-plc/201703220900161747A/ VENN will have 25.26% of an £8.16m m/cap based on a 5p admission price, i.e £2m of shares. Admission date is 5th April. So that stake alone would account for 20% of VENN's m/cap.

Canaccord today reiterated their Buy and 320p target: Https://www.thecerbatgem.com/2017/03/21/canaccord-genuity-reaffirms-buy-rating-for-safecharge-international-group-ltd-sch.html The same article notes that Berenberg also say Buy, with a 324p target.

...and still no other PIs interested here judging by the lack of postings! T'was always the way.... Very good long-term contract win here: Http://www.ptsg.co.uk/news/electrical-services/ptsg-helps-to-make-history-in-scotland/ "Premier Technical Services Group PLC (PTSG) has secured a two-year contract with Historic Scotland to provide maintenance services to several of Scotland’s most iconic heritage sites. Steeplejacks from PTSG’s electrical services division will provide cleaning and maintenance services for a portfolio of historic structures across Scotland, including Edinburgh, Dumbarton and Stirling Castles and Glasgow Cathedral. The Group’s engineers will use rope access techniques to carry out the work to remove growth and vegetation that has built up over time. They will provide further remedial works where needed to ensure the popular buildings are kept in pristine condition for the millions of tourists who visit Scotland each year. PTSG has developed a strong relationship with Historic Scotland, stemming from a number of successful projects carried out in the past. In 2016, lightning protection engineers carried out annual inspections and testing of systems at 37 of the country’s best-known historic attractions." And lots of other contract wins too in the last 2-3 weeks: http://www.ptsg.co.uk/news/access-safety/ptsg-develops-bespoke-access-solution-for-the-mansion/ http://www.ptsg.co.uk/news/access-safety/ptsg-upgrades-safety-systems-at-former-home-of-the-bbc/ http://www.ptsg.co.uk/news/access-safety/ptsg-working-on-campus-at-the-aga-khan-development/ http://www.ptsg.co.uk/news/access-safety/ptsg-aims-high-at-brentford-lock-west/ http://www.ptsg.co.uk/news/access-safety/ptsg-to-provide-fall-arrest-testing-for-genesis-housing-association/

....even after going ex-div last week. Healthy volumes being traded too. Good to see the CEO showing his confidence again by retaining his newly exercised shares. Finally, excellent results today from major XLM client 888 - with "an increase in active sports players": "888 HOLDINGS PLC (888.LN) reported 82% growth in 2016 pretax profit thanks to good trading in its casino unit and an increase in active sports players."

Http://www.investorschronicle.co.uk/2017/03/21/shares/news-and-analysis/news-tips-mears-group-iqe-faroe-petroleum-more-BLS6USmboHdTwTwHhnAmeJ/article.html "Processing volume - the annual amount of money handled - was up at payment company Safecharge (SCH), increasing 17 per cent to $8.09bn. This is due to increase in the coming year, with over $1bn in annualised processing volume from new clients starting in 2017. Revenues and profit were also up. Buy."

Here's a refinement of my prior post. Valuations are of course extremely subjective. However.... Current NAV is 614p, including around 500p per share of cash. Impetus is making £1.5m PBT, or say £1.2m PAT. Give that a multiple of say 13, times 80% ownership, equals £12.5m. Let's call this 300p per share of upside on around 4m shares in issue given Impetus is in the Balance Sheet at de minimis. Shire is making £1m PBT, or say £0.8m PAT. Give that a low multiple of say 8 as a food producer, and you get say £6.5m. Shire's value in the Balance Sheet is basically its freehold property etc, which would hopefully contra off on sale. So on 80% ownership £5.2m is around 130p per share. Sira is growing and making £160k PBT, or say £130k PAT. On a multiple of 15 (given its customer list and recurring income) this could be worth £2m, i.e 50p per share. That's a total of essentially 1100p per share imo. Corrections welcomed.

Nice review from Techmarketview - I like the concluding paragraph about capturing and using data, indicating that ACSO could become a play on Big Data: Http://www.techmarketview.com/ukhotviews/archive/2017/03/21/accesso-benefitting-from-its-imagination "Tuesday 21 March 2017 Accesso benefitting from its imagination Looking at its FY16 results, it’s apparent that AIM listed Accesso Technology Group has reached a point in its development where it has the products, the experience and the imagination to really scale the business up. It is its work on rethinking technology solutions for the leisure, entertainment and cultural markets (queuing, ticketing, point-of-sale and guest management) that is making a difference and enabled it to top previous strong growth (see here) with an impressive year. In the year to December 31 2016 revenue was up 10% to $102.5m with an even better top line improvement: adjusted EBITDA up 25.7% to $19.1m while PBT rose 40% to $10.1m. At the same time net debt reduced by $6m to $3.4m. These improvements were made while continuing with an investment programme so while some costs rose, management has been careful (successfully so) to ensure they have not outstripped revenue. Growth has been attributed to greater scale in the business, contract wins and new ideas, with good proof points evident across all three areas. New ideas include developments such as Prism, it’s a smart park wearable device that can handle queuing, payments, messaging, photography, park access and trip intelligence. It addresses practical issues but also gathers some insightful data about visitor patterns of behaviour which Accesso could put to use in all manner of ways. It could be a great example of our view that data is the new currency and of the need to Unlock the Intelligence."

The share price is bonkers, particularly given yesterday's update. Impetus alone is making £1.5m PBT, so post-tax that's worth say £15m-£20m on its own, or say £12m even at the lowest on a post-tax P/E of 12 to reflect 80% ownership. Add that to the 614p NAV, plus say only £6m for the 80% of Shire and 100% of Sira and you're getting to around 1100p per share.

VLE have just bought back 10,000 shares at 540p. This is the first buyback in over a year. If that's not a signal from the company that they consider the current share price cheap, then I don't know what is! Http://www.investegate.co.uk/volvere-plc--vle-/rns/transaction-in-own-shares/201703211015010649A/

following another £40,000 of buys already today.

They look ahead of expectations to me in terms of EBITDA/PBT and perhaps EPS, though difficult in the latter case as SCH don't publish the adjusted EPS. The £115m cash pile and the big 16.47c dividend reinforce the value here. The outlook for 2017 is extremely bullish, and it seems to me the revised guidance for EBITDA is also ahead of current expectations: "Following a successful year to 31 December 2016 and building on the strong trading and operational momentum achieved in Q4, the Group has made a good start to 2017. Transaction volumes continue to grow in our core payment processing and acquiring platform and the Group has a strong sales pipeline. The company continues to generate significant free cash flow, which is being returned to shareholders through the company's dividend. The Directors look forward with confidence to 2017 and beyond. The Board is issuing guidance for 2017 with revenues expected to be in the range of US$115m to US$118m, and Adjusted EBITDA between US$36m and US$38m. This will be driven by continued growth from our existing client base and over $1bn in annualised processing volumes from new clients due to start processing in 2017. "

Great to see XLM's social media and mobile involvement growing, this time via Instagram: Http://www.investegate.co.uk/xlmedia-plc--xlm-/rns/xlmedia-s-dau-up-joins-instagram-partner-program/201703210700070066A/ "Dau-Up's proprietary technology "Rampix" is uniquely tailored for acquiring users for games and mobile apps, leveraging data-driven automation. Rampix includes tailored tools for user acquisition over Facebook and Instagram, allowing audience targeting and the management of campaigns efficiently and effectively. The combination of Dau-Up's technology and skills with the performance models offered by the Group, provides a unique opportunity to XLMedia's customers to attract the right campaign audience." ""We are proud to have been named as one of Instagram's Partners, which gives us further recognition and validation of our ongoing investment in technology and tireless commitment to campaign excellence. Mobile is now a significant portion of our target market and have therefore continued to broaden our mobile platform in order to provide our customers with the best performance marketing returns."

Terrific results today, well ahead of expectations: Http://uk.advfn.com/stock-market/london/accesso-technology-ACSO/share-news/Accesso-Technology-Group-PLC-Preliminary-Results/74140207 Around 42p EPS is some 17% ahead of 36p EPS forecasts....and £12.7m PBT is also way ahead of £11.7m forecasts. The outlook is great, with specific mention already of confidence in meeting expectations this year and a load of contract wins, though this investment phase will temporarily affect margins. The first Prism roll-out in the water park should be detailed further via RNS in the next month or two I'd have thought. The Merlin roll-out is progressing smoothly and all legs of the business seem to be going gangbusters. It's just a great, well-run business with excellent global prospects.