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SCE have highlighted on Facebook that a new world record for the fastest ever self-driving car has just been set by the NIO EP9 - using SCE carbon ceramic brakes: Http://www.businesswire.com/news/home/20170227005840/en/NIO-Sets-Record-Fastest-Autonomous-Car-World

Consensus forecasts are historic 24.61p EPS and 27.1p EPS for this year: 2016 2017 Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) W H Ireland 10-02-17 BUY 11.96 24.51 2.99 13.71 27.25 2.99 Cantor Fitzgerald 13-01-17 BUY 10.65 24.73 2.60 12.37 26.94 2.70 That's a current year P/E of just 7.1. It's easy to see at least 50% upside from here to a P/E of say 10.6.

And a good new article about 10 successive years of growth: Http://www.ptsg.co.uk/news/ptsg-celebrates-10-years-of-successive-growth/ Extracts: "PTSG celebrates 10 years of successive growth Premier Technical Services Group PLC (PTSG) is celebrating its 10th anniversary today [28 February 2017], marking a decade of successive growth and expansion which has led to the company’s position as one of Europe’s leading specialist service providers. PTSG was founded by John Foley, Paul Teasdale and Bob Morton in 2007, with the objective of becoming the UK’s leading provider of specialist services through a combination of organic growth and acquiring businesses in niche markets. Over the last ten years, the business has grown rapidly to become the leading supplier of façade access and fall arrest equipment services, electrical testing, high-level cleaning and training solutions for over 15,000 customers. The company cares for more than 150,000 assets worldwide, and boasts a 450-strong team operating from 16 UK-wide locations to deliver a complete solution for its clients.... ....This strong market position can also be traced back to the sustainability of the company’s financial strength. It has a contract renewal rate of 88 per cent, the UK’s largest repair and maintenance contract base in Access & Safety and an efficient business model in all sectors, which has contributed to the winning of a number of industry awards, including CEO Paul Teasdale being named IOD’s Director of the Year and Yorkshire Post’s Entrepreneur of the Year in 2016. PTSG has also won a hatful of FM industry awards with organisations ranging from M&S, Unite Students, SES Engineering Services and Tubelines (TFL). The Group’s growing reputation for being able to deliver a vast range of niche services has seen its portfolio of clients swell, and it currently carries out work for a diverse range of companies and organisations, including the Royal Air Force, Carillion, Mitie, Bilfinger, the Co-operative Group, IKEA and many, many more. Paul Teasdale added: ““PTSG was created to fill a gap in the market for demand for a specialist business offering niche services. Today we are the UK’s foremost provider of specialist services. Since 2007 we have prided ourselves on recruiting the brightest talents in the industry as well as investing heavily in training and development as we believe that being a great place to work makes us a great company to do business with. “Looking to the future, as we continue to grow, we will continue to deliver based on our business philosophy of delivering well and delivering safely. This will be done by strengthening our teams where necessary, targeting planned investment in equipment and resources and maintaining a tight control on budgets. “I am confident that with our current resource pool and our approach to business PTSG will rem

Nice write up - and it doesn't even mention that the huge cash pile drops the ex-cash P/E to probably single figures : http://www.fool.co.uk/investing/2017/02/27/3-small-cap-growth-stocks-id-buy-in-march/ "Media success Shares in XLMedia (LSE: XLM) have multiplied in value around 2.7 times since the end of 2014, to 109p today, yet they’re still trading on a relatively undemanding P/E multiple of 11.6 — which is significantly below the long-term FTSE 100 average of around 14. Forecasts make this look like an attractive growth proposition, with a 17% rise in EPS pencilled in for the year just ended in December 2016, followed by two more years of growth that would drop the P/E to 9.4 by 2018 and give us a PEG ratio of an attractive 0.6. What’s more, there are well-covered dividends to be had too, expected to yield 5.1% in 2017 and 5.9% in 2018. Results for 2016 are due on 7 March, and a trading update in January boasted of “another year of strong trading with significant growth set to continue“. The company, which bills itself as a “leading provider of digital performance marketing services“, announced a 15% rise in revenue to $103m with EBIDTA up 21% to at least $34.5m — those are, apparently, record figures. XLMedia is also bucking the trend in publishing with that part of its business contributing to revenue growth, and to me it adds up to a very tempting proposition."

I also note from an article this week on Proactive that Peel Hunt believe Merlin have "medium-term plans for ‘at least 25 Legolands”, including a “possible capex-heavy Legoland in New York.”

Good to see the spread now only 15p at 535p-550p with the bid price unchanged at that 535p.

Nice interview with Braben: Http://www.cityam.com/259290/video-game-designer-turned-chief-executive-aims-propel-his Conclusion: "How big can Frontier be? “Size isn’t the goal here,” says Braben. “The goal here is to be one of the best entertainment companies in the world. I think in 10 years’ time there is scope for maybe a dozen big entertainment companies. And I want us in some way, and it will probably look completely different to where things are now, to be one of those.”

Good news today - Asian expansion in China, Hong Kong and Singapore: Http://www.investegate.co.uk/safecharge-int-grp--sch-/rns/safecharge-asian-expansion/201702280700099865X/

Nice feature on why an institutional investor has been buying WJG... Http://www.whatinvestment.co.uk/james-henderson-uk-small-cap-im-buying-value-2553352/ "27 Feb 2017 Top investor James Henderson, whose mandates include the £859 million Law Debenture Investment Trust, has revealed the UK small cap he’s been buying more of. The stock in question is Watkin Jones, which is a builder of student accommodation. Henderson commented that he has been buying more of the shares since the company announced its latest results. The veteran investor commented that he is ‘encouraged by the progress they are making, particularly on forward selling their student accomodation, providing greater visibility on cashflow.’ By forward selling Henderson means that Watkin Jones is able to sell the properties it builds before they are completed, that is positive for the cashflows of the company as it means they are effectively receiving payment in advance, and so can predict how much revenue they will have at a given time. As an investor in the hunt for dividends, this allows Henderson to see how much cash the business is likely to generate in future."

Looks like good news for SOM from The Donald last night: Https://www.bloomberg.com/news/articles/2017-02-27/infrastructure-stocks-climb-as-trump-pledges-to-spend-big?cmpid=socialflow-twitter-business&utm_content=business&utm_campaign=socialflow-organic&utm_source=twitter&utm_medium=social "Infrastructure Stocks Climb as Trump Pledges to Spend 'Big' by Luke Kawa ‎27‎ ‎February‎ ‎2017‎ ‎15‎:‎58 President Donald Trump breathed some life back into beaten-down stocks that have been seen as benefiting from higher spending on highways and bridges, promising to spend "on infrastructure big." Construction materials and steel makers are among the best-performing industries on the S&P 500 on Monday, with a basket of infrastructure-linked stocks compiled by Bespoke Investment Group climbing more than 3 percent.... ....There is "no choice" but to spend on infrastructure, Trump said in remarks made in Washington before his address to Congress on Tuesday."

Marked down 6.5%, yet only 85k shares traded today. Time for a bounce, with CAR now on a single-digit P/E for the year about to start on Peel Hunt's 13.34p EPS forecast.

Whitman Howard have this morning increased their target price to 1900p (from 1850p). This is mainly due to (1) expected growth in Asia and (2) the expected roll-out of Prism by you-know-who this spring. They've also increased their 2016 adjusted PBT forecast to $14.7m from $13.7m.

Per The Times today, an article lists according to Canaccord those UK-listed companies most likely to be a takeover target for predators post-Brexit - and SOM is one of them: Http://www.thetimes.co.uk/edition/business/global-predators-are-on-the-prowl-for-fresh-killings-7gph32lrz

given the Q3 slowdown and following the strong Q4 recovery. I calculate 7p adjusted EPS, well ahead of 6p forecasts, adding back the £173k of amortisation. The 3p dividend is spot on forecasts - a 5.6% yield. The outlook is strong too, with a positive start to 2017 in all divisions. Ganymede should continue to thrive with the Network Rail contract, the smart meter opportunity etc. ATA should also benefit from the government focus on infrastructure spending, and GSS is stable with further opportunities. Plus the Derby Conference Centre is now complete in terms of investment, is re-let and better utilised (not sure Derby will get promoted this year though!).

...and another net £20,000 of buys since I last posted, £10,000 of which are today. The price will surely have to move up nicely soon if this buying continues.

OMI is becalmed when gold is rising nicely now - hopefully people will realise soon just what a bargain OMI is.

A couple of interesting extracts. Firstly, more acquisitions are on the cards: "In November, the group acquired former client Giffen, a specialist in mechanical, electrical and power services to railways, for £5m. This business has four frameworks with Network Rail and six with London Underground. Management hopes this will pave the way for the group as a whole to gain more civil engineering work with London Underground. Following this purchase, analysts at Numis upgraded their pre-tax profit and EPS forecasts by 4 per cent for 2017. Management has signalled its intention to make further bolt-on acquisitions. The group has the means to do so, with a net cash balance of almost £5m" And: "In 2012, management set targets for sales in excess of £500m and an operating profit margin of at least 4.5 per cent by 2017. The group beat its sales target two years ahead of schedule and is on track to achieve its targeted operating profit margin this year. In 2016, this margin was 4.2 per cent."

Good to see INSE above 15p and at new highs now. Forecasts for 2017 are still 1.45p EPS from Panmure and 1.3p EPS from Shore Capital (with 0.5p dividends). The P/E remains pretty low at 10 or 11 depending on which forecast you use.

Good to see INSE above 15p and at new highs now. Forecasts for 2017 are still 1.45p EPS from Panmure and 1.3p EPS from Shore Capital (with 0.5p dividends). The P/E remains pretty low at 10 or 11 depending on which forecast you use.

Forecasts for 2017 range from Shore Capitals's 17.23p EPS, with a 15.02p dividend, to Canaccord's 19.43p EPS with a 12.06p dividend. And at y/e 2016 there are cash/equivalents of $124m = £100m = 67p per share with no debt. With a forecast of say 18p EPS and at least 12p divi for 2017, at 238p SCH are trading on an ex-cash P/E of just 9.5. Here's a new interview with SCH's COO: Http://www.financemagnates.com/forex/brokers/coo-safecharge-talks-regulation-future-payments/ "COO of SafeCharge Talks Regulation and the Future of Payments Yuval Ziv talks with Finance Magnates in an exclusive interview. Yuval Ziv is COO and Managing Director of SafeCharge Bulgaria. He is responsible for SafeCharge’s relations with acquiring banks, payment providers, and third-party suppliers. Finance Magnates sat down with Ziv to talk about SafeCharge and the payments market. SafeCharge has recently taken a minority stake in Nayax. What does this say about the firm’s current direction? SafeCharge is implementing its strategy of becoming a multi-channel payments technology company and as such Point-of-Sale is an important part of our offering. The minority investment is to be used by Nayax for further expansion of its service and growth of the business. Tier 1 customers are targeted by SafeCharge. What sets SafeCharge apart from the competition? Our uncompromised determination to serve highly demanding businesses from various sectors of ecommerce along with a broad range of products to choose from: multi-channel checkout, cards acquiring (proprietary and 3rd party), alternative payments, risk management, cards issuing that are all built on our proprietary technology platform and are accessible to developers using the latest user-friendly REST API. In addition, we have created a winning team encouraged by a can do attitude across the organisation resulting in an extremely high level of customer satisfaction – this is a huge aspect that sets us apart from other companies in the payments domain. What advantages does SafeCharge provide to its online trading costumers? Our technology platform is highly robust and designed to last and we are extremely proud of its uncompromised uptime and availability. In addition to this, the service is fully transparent to clients, such as the simple onboarding process and transparent financial model that provides detailed reporting allowing a drill down to a single transaction level. Additionally, we have built in support for bi-directional payments for both cards and alternative payments so the platform is designed to facilitate payments from trader to broker and vice versa. These are some of the unique benefits that are available to our online trading clients. Where do you see growth potential in the market? As a payments technology company we are positioned to support variety of demanding businesses operating in the digital economy and we are in a unique posit