Member Info for rivaldo

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.

Going for it pre-results. We already know the results and outlook will be good from the trading update: "Management expects to report 2016 Adjusted EBITDA* in the range of US$33m - US$34m (approximately US$34.5 - US$35.5m on a constant currency basis**). The Board reiterates its expectation that the full year dividend will total 75% of Adjusted EBITDA* for the period. Management expects to report that the Group closed the year with more than US$124m of cash and short term investments and continues to be debt-free." "The Company remains confident that its focus on higher quality earnings from its healthy pipeline will yield continued revenue growth during 2017, building profitable momentum into 2018."

Http://www.investegate.co.uk/volvere-plc--vle-/rns/trading-update-and-notice-of-final-results/201703201531509895Z/ - NAV of 614p (excluding the company uplifts of course) - £20m of cash - Impetus storming ahead, Shire doing OK if down despite Brexit currency moves, Sira now making £160k PBT The share price should surely be at 600p and hopefully well above that now: "The Group expects to report revenue of approximately £33.2 million (2015: £27.9 million) and profit before tax of £1.8 million (2015: £1.34 million)." "The Group expects to report increased year-end consolidated net assets per share (excluding non-controlling interests) of approximately £6.14 (31 December 2015: £5.69) and Group net assets of approximately £26.5 million (31 December 2015: £24.3 million). Of the Group net assets, cash including marketable securities represented approximately £20.1 million (31 December 2015: £16.3 million), of which marketable securities represented £nil (31 December 2015: £4.3 million)."

Looking good. And still easily on a single-figure P/E, and with high recurring income.

to benefit INSE.... Https://inspiredenergy.co.uk/dcp161-time-make-change/ "DCP 161, it’s time to make a change… 13th March 2017 With the introduction of DCP 161 it is vital that businesses that are currently incurring excess capacity charges review their energy saving measures. In order to avoid additional charges businesses need to reduce demand at peak times. DCP 161 is a new measure introduced by Ofgem to ensure that half hourly (HH) supplies that exceed their assigned available capacity pay significantly more for any additional capacity. This initiative will be in full force by 1st April 2018.... ....How can Inspired Energy help? – We can analyse available capacity to establish whether an increase or decrease is required – We can negotiate new capacity charges if your supply or capacity contracts are due for renewal between now and April 2018 – We can help you to reduce your energy consumption to avoid excess charges."

and summary of discussions about the game with FDEV: Http://blogcritics.org/pax-east-preview-elite-dangerous-playstation-4/ Conclusion: "My time with Elite Dangerous at the show and in particular my chats with the developers has opened my eyes to this game, I had not jumped into it in the past, but have since started playing on PC and will explore the PS4 version once it is available. It is clear from my playtime and the sheer passion from the devs that there is something special in this game that evokes a sense of discovery and ownership of the universe that even great titles like Wing Commander and Freespace did not achieve. One of my favorite Space Sim titles was Wing Commander Privateer due to the freedom to play as you want. Elite Dangerous has tapped into that freedom but added mechanics, gameplay, scenarios and a truly organic galaxy that pulls you into the game and universe in a way I was not expecting but greatly appreciate."

online apparently - he's increased his price target in line with Finncap to 325p.

Https://buyingbusinesstravel.com/news/1626996-conference-report-business-aviation "Flying privately is about to become significantly more accessible to businesses. Why? Because the European Aviation Safety Agency (EASA) recently announced plans to relax the rules for night and IFR (bad weather) passenger and cargo flights using single engine turboprop (SETP) aircraft...." "GAMA Aviation’s Duncan Daines also said business aviation was entering an interesting era with the advent of International Air Transport Association’s New Distribution Capability (NDC) platform, whereby commercial airlines can more easily advertise ancillaries, inferring he believes it could open new doors for business aviation too."

I notice that in their latest note, Finncap say: - net cash should increase to nearly $26m by this year end - they suggest a special dividend of say $10m, equating to almost 15p per share - together with the core dividend this would give a total dividend yield of over 9% - SOM's rating is still significantly lower than their US (and also UK) peers The latter point indicates that SOM may become a takeover target, especially imo given the age of the CEO.

Looking terrifically strong and set for more rises - now I can only buy just 1k maximum at 31p, whilst I can sell at least 100,000 at 30p.

Great to see the CEO buying £122,000 of shares at 111p.

I can only buy 10k maximum at 30p, whilst I can sell 50k at a premium at 28.73p.

Looks like things are turning for the better....online the maximum I can buy has reduced sharply to 3.5k at 524.9p, whilst I can now sell 6k at 508.2p.

Good to see a 30k buy cause a nice positive turnaround this morning after those chunky trades. Worth noting Cantor Fitzgerald's current forecasts: last year : 0.88p EPS, 0.18p dividend this year : 1.94p EPS, 0.19p dividend

RNS today - great to see Gervais Williams' Miton Trust buying almost another 500,000 shares, and going above 4% with 1.43m in total: Http://www.investegate.co.uk/petards-group-plc--peg-/rns/holding-s--in-company/201703170700087478Z/ And yesterday there was a 29,800 share buy at 31p near the close - a full 2p above the 29p published offer price.

1012 GMT [Dow Jones] Canaccord Genuity analyst Caspar Trenchard starts coverage of Xaar (XAR.LN) with a buy rating and target of 1,000p, well in excess of the current price, saying the printing technology company is in a strong position to negotiate changes in the printing market, with expertise in areas such as thin film printing. Xaar also has a strong balance sheet, with cash equal to a quarter of its market cap and good cash generation, he notes. Shares are up 3.1% to 337p.

I bought some of these for the first time this morning after today's news. Telenor are huge..... Http://www.investegate.co.uk/imimobile-plc--imo-/rns/imimobile-signs-agreement-with-telenor-group/201703160700096121Z/ "IMImobile signs Global Framework Agreement with Telenor Group London, 16 March, 2017 - IMImobile, a cloud communications software and solutions provider, today announces that it has signed a Global Framework Agreement with Telenor Group following a competitive tender process. Under the agreement, IMImobile will supply its cloud Digital Service Delivery Platform, VAS (Value Added Services) Virtualization System and services for Telenor Business Units across the Telenor Group. The platform will be deployed in a secure cloud environment, and will support Telenor's long term vision to virtualise network capabilities and improve the efficiency of its core business. Telenor Group is one of the leading mobile operators, providing tele, data and media services for 214 million subscribers in 13 markets across Scandinavia, Central and Eastern Europe and Asia. etc"

RNWH are tipped in a new iii article re 10 great stocks that meet Jim Slater's Zulu strategy rules: Http://www.iii.co.uk/articles/397829/10-great-stocks-meet-jim-slater%E2%80%99s-zulu-strategy-rules?utm_campaign=afternoon%20update%2015.3.17&utm_content=1010949371988&utm_medium=email&utm_source=SmartFocus

INSE are tipped in a new iii article re 10 great stocks that meet Jim Slater's Zulu strategy rules: Http://www.iii.co.uk/articles/397829/10-great-stocks-meet-jim-slater%E2%80%99s-zulu-strategy-rules?utm_campaign=afternoon%20update%2015.3.17&utm_content=1010949371988&utm_medium=email&utm_source=SmartFocus

FYI, which accounts for the markdown on opening. And considering the dividend is 3p, XLM are actually up today given the share price is only down 1.75p.