Member Info for rivaldo

Every trade a buy so far today - £115,000 of them. The share price should get a nice leg up in the run-up to results and presentations in less than 2 weeks.

From today's Daily Mail - good read-across for GMAA, especially as Farnborough is GMAA's UK headquarters: Http://www.thisismoney.co.uk/money/markets/article-4294698/Celebrities-turn-London-private-jet-capital-Europe.html "High-flying celebrities turn London into the private jet capital of Europe More private jets fly in and out of London and its regional airports than any other European destination, underlining its attraction to the super-rich. With 13 airports suitable for private planes, there were more than 78,000 arrivals and departures last year, with growth driven by the demand for flights to Russia.... ....London and the surrounding area is the only destination on the list with more than one airport in the top 20 – including London Luton at number four, London Farnborough at number six, London Biggin Hill at number 14 and London Northolt at number 17. etc"

Results are nicely ahead of expectations.... - 6.07p EPS compared to forecast 5.8p EPS - £16.7m PBT compared to £16.4m PBT - 2.42p divi slightly ahead of 2.4p forecast Decent FCF and debt reduction too. And a positive outlook: "Trading in the early months of this year has started in line with expectations and the board is looking forward to another positive year for the Group."

The Budget has introduced a 25% tax on QROPS - but supposedly only a minority of transfers will be affected. I took caution as the better part of valour (or whatever the saying is) and sold out at a good profit. STM really need to get a statement out quickly about this: Http://www.telegraph.co.uk/tax/income-tax/budget-2017-means/

Http://www.safecharge.com/company/media-center/ "March 8, 2017 SafeCharge selected by online travel agency Anywayanyday for payment services SafeCharge continues growth in travel sector driven by demand for increased transparency in an increasingly complex market SafeCharge (LON:SCH), a leader in advanced payment technologies, today announced that it has been selected by online travel agent (OTA) Anywayanyday to provide payment services. Anywayanyday was looking to improve transparency and control around its payments, to better combat fraud and improve business efficiency. As part of the collaboration SafeCharge will be providing card acquiring, enhanced back office and financial reporting, improved resilience, with unparalleled availability, and travel-specific fraud protection. The announcement builds on the continued growth of SafeCharge in the travel sector with wins such as El Al Airlines. The travel industry is increasingly demanding, with the traditional agency model giving way to a digital-first approach with OTA’s like Anywayanyday growing rapidly. These OTAs are not only accepting payments from consumers across an increasingly multi-channel environment – especially as mobile becomes more popular – but also need to reconcile payments with their travel partners: airlines, hotels, tour operators, etc. The delay between booking the service and the use of that service (often months) creates risk as the card used for the initial booking may later be found to be fraudulent when the full transaction is settled. Furthermore, OTAs are subject to frequent fluctuations in transaction volumes, creating a need for a payments platform with continuously high uptime. Businesses operating within the travel sector run the risk of incomplete transactions, reducing bottom lines and increasing customer churn if the payment system cannot meet this need. etc"

Berenberg have retained their Buy and 150p target post-results. They forecast: this year : 13c EPS, 7.2c dividend next year : 14.5c EPS, 8.0c dividend They also forecast a $34m cash pile at the end of 2017, rising to $38m by the end of 2018. That's around 10.7p EPS this year, rising to 11.9p EPS next year. With a 5.5% dividend yield. They note that their estimates are "conservative" and can see outperformance against forecasts given the "extremely confident" outlook for 2017.

Moving up now - doesn't take much buying to move it.

Continuing to move up nicely. Amazing how quiet a bb can be when the company is a world leader on a single-digit P/E rather than a gold miner or oil share based largely on hope value and volatile resource prices.

SFR were in N+1 Singer's Best Ideas portfolio for 2017, comprising 12 stocks, and they've updated on the portfolio's progress today. They state that SFR are a stock to "reload" on, and state the following - note the site visit coming later this month: "Severfield We initiated with a Buy on 6th December last year, believing that the strong management team is well placed to drive the ongoing turnaround story and achieve the ambitious new target to double PBT by FY’20. Though the share price has made some progress since then, we believe there is more to go for and look forward to the site visit on 30th March to give new impetus to this UK market leader in the design, fabrication and construction of structural steel. This is a good play on UK infrastructure spend with a strong balance sheet and growing order book."

This should set the cat amongst the pigeons nicely :o)) Whitman Howard have initiated coverage today. Their 85p target price would be a nice start, with 73% upside from the current 49p - and would still only be a P/E of 11. They forecast: this year : 7.4p EPS, 3.3p divi next year : 8.7p EPS, 3.6p divi At 49p that's a P/E of just 6.6 and a 6.7% divi yield.... Here's the summary: "There are numerous reasons to buy RTC. Improved visibility due to its exposure to recurring, higher margin, contracts in the robust UK engineering sector now account for c46% of revenues – up from 25% in 2014. Following a strong start to 2017 we forecast adjusted PBT growth of 16%, a ROCE of 19% and a sustainable dividend and FCF yield of 7% and 11% respectively. With a PE rating of just 7x we initiate with a BUY recommendation and a price target of 85p, representing 73% upside."

Hendersons are in a hurry to buy shares. Last month they bought 1.25m sharers to go above 12%, and now they've bought another 300,000 shares to go above 13% with 9.55m shares in total: Http://www.investegate.co.uk/carclo-plc/rns/holding-s--in-company/201703080812288360Y/

Just tipped on T.M.F as a Buy: Http://www.fool.co.uk/investing/2017/03/07/these-controversial-growth-stocks-could-be-a-smart-buy-after-latest-figures/ "AIM-listed XLMedia (LSE: XLM) has built a very profitable business by generating leads and finding new customers for online brands. Revenue rose by 16% to $103.6m last year, while pre-tax profit rose by 28% to $31m, giving a pre-tax profit margin of 30%. The group’s impressive profit margins are partly a result of its payment terms with major online casino operators. Rather than being paid a one-off sign-up fee for each new customer, XLMedia is often paid a percentage of the lifetime revenue from each player’s activity. Online gambling is still its largest vertical and accounted for 70% of revenue last year. But this figure is down from 83% in 2014. The group is diversifying. For example, it recently acquired a credit card price comparison business in Canada. I’d hesitate to pay too much for the shares. But the firm’s profits are backed by strong cash generation. XLMedia paid dividends totalling 7.6069 cents per share last year, giving a trailing yield of 5.6%. The group has no debt and net cash of $33m. Its shares currently trade on a 2017 forecast P/E of 10.7, with a prospective yield of 5%. I’d remain a buyer at current levels."

Lots of news on the CTO web site, but this from a couple of weeks ago reads well as regards their new-ish Intelligent Buildings operation: Http://www.tclarke.co.uk/news/gas-suppression-systems-at-london-wall-place-signal-tcib-growth-strategy "Order book is also substantially expanded This growth in capability is also being matched by our order book growth - with the recent win of work on the vast 22 Bishopsgate project standing out. This is organic growth of the classic TClarke kind. Steady growth of in-house capability alongside the necessary accreditations, followed by delivery of significant wins which allow for further growth of capability. In the medium term we now plan to extend our offer into sprinkler systems - and that process is underway. A few years back we were a new operation. In 2016 we’re a genuine player in the market - a quality TClarke offer that not only builds high quality revenue for the firm but also allows us to be more competitive as a group when we approach major projects. So TCIB is also contributing to the agility of the business"

Good to see STAF acquiring again - and in the Republic of Ireland, so this will help operations post-Brexit too. Finncap have reiterated their Buy and 1615p target, leaving their forecasts unchanged. They say they "expect contract wins to be announced throughout 2017".

£45,000 of shares just reported bought at 223p in two chunks. Nice.

Nice summary of - and positive verdict on - BLTG from a couple of weeks ago on the respected Megabuyte site. : Extracts: Https://www.megabuyte.com/news/58a557c2e4b0141ab5f62fa8/blancco-hits-ground-running-2016 "Blancco hits the ground running in 2016 We initiate coverage on AIM-listed data erasure specialist Blancco Technology Group, following a busy 18 months of moving away from the old Regenersis mobile phone repair business and towards being a complete data erasure and diagnostics provider. The period was rich with corporate activity, and fiscal 2016 results detail 49% growth in revenues to £22.4m (35% organic) and 62% growth in EBITDA to £6.9m. The future looks positive as Live Environment Erasure (now called Active Erasure) and the US drive growth, while in a conversation with CFO Keith Butcher, it was made clear that GDPR regulation also poses opportunities for the business here in Europe..... ...The business as it stands today is a data erasure specialist, bringing in core technology and expertise from its current components, the Blancco, Tabernus and Safe IT erasure solutions and Xcaliber mobile diagnostics. The data erasure arm, the largest segment by far, develops software solutions to help customers securely wipe data from a range of devices as part of the IT Asset Management lifecycle on a Cloud-based or on-premise basis. It also provides an "active erasure" solution that is built into a customer's system, securely erasing files on an enterprise network, based on pre-configured business rules. The mobile diagnostics arm is still relatively nascent, but offers a does-what-it-says-on-the-tin range of products on an on-device or web portal basis. Based on our conversation with Butcher, it seems as though Blancco is one of very few players in the data erasure market with a product of scale and, with the acquisition of Tabernus, has given itself geographic scale ahead of its competition..... ....Megabuyte view Blancco seems like an interesting company that looks well positioned in a market with few players that have serious traction. It also has the geographic advantage, having acquired the most prominent player in the US, which will drive the majority of growth going forward. It is not an area we have covered in much detail in the past, but data erasure does have an almost universal reach across all verticals, with Blancco the dominant player. Mobile Diagnostics is less clear, given the large number of competitors in this area, but having already secured a sizeable contract in the US with a large-scale mobile operator, we look forward to seeing how Blancco differentiates itself in this particular market."

But still only on a current year P/E of 12.6 based on consensus 1.375p EPS forecasts. FredRubble, I too would have expected a holding RNS or two to disclose who's bought Clayton's shares. In the fullness of time no doubt....

Richard Sneller is a man in a hurry - he's bought another 350,000 shares since his last RNS and now has 13.05m, going above 12% per today's RNS: Http://www.investegate.co.uk/omega-diagnostics-gp/rns/holding-s--in-company/201703070845447239Y/

An early tick up, and looking terrific online. You can only buy a maximum 500 shares at 220p, whilst you can sell at least 12,000 at a premium at 214.35p. There could be quite a sharp upturn here on any demand.

XLM have beaten Cenkos' expectations across all metrics at $1.23 to the £: - basic EPS is 9.75p - this compares to 9.21p forecast adjusted EPS (the basic EPS would be lower, so true performance is even better) - dividend is 6.2p compared to 4.81p forecast (almost 30% up) - PBT is $25.2m compared to $23.64m forecast And XLM have $30m net cash even after the $5m Clicksmob acquisition cost - that's over 10% of the m/cap. With a "strong" trading outlook you can't ask for much more.