Member Info for rivaldo

Chris Boxall of Fundamental Asset Management says WJG are "way, way too cheap", and I for one agree: https://twitter.com/JeremyNaylor_IG/status/834787684530929664

Chris Boxall of Fundamental Asset Management says XLM are "very, very cheap", and I for one agree: https://twitter.com/JeremyNaylor_IG/status/834787684530929664 And a vote of support for XLM from Athelney Trust's results this morning: Http://www.investegate.co.uk/athelney-trust-plc--aty-/rns/annual-financial-report/201702240700064518X/ "Portfolio Review Holdings of.....and XL Media were all purchased for the first time"

News - looks like a new contract in Egypt for CAPD (near Centamin's mine): Http://www.geologyforinvestors.com/aton-announces-that-drilling-is-underway-to-increase-resources-and-to-test-new-exploration-targets/ "Aton Announces That Drilling is Underway to Increase Resources and to Test New Exploration Targets VANCOUVER, BRITISH COLUMBIA–(Marketwired – Feb. 21, 2017) – Aton Resources Inc. (TSX VENTURE:AAN) (“Aton” or the “Company”) is pleased to announce that a diamond drill program is underway at the Company’s Hamama deposit (“Hamama”). The drill program will look to increase sulphide resources at Hamama West, one of three contiguous zones at Hamama, and will also test a new exploration target, the Western Carbonate Zone. Hamama is situated within Aton’s Abu Marawat concession (“Abu Marawat” or the “Concession”), located in the Eastern Desert of Egypt. Highlights: •The Company has contracted Capital Drilling Limited to drill approximately 2,300 metres in 14 holes at Hamama West and the Western Carbonate Zone (see Figure 1 for the proposed drill hole location plan). •Aton plans to drill approximately 1,500 metres in nine holes at Hamama West, which hosts an Inferred Mineral Resource of 341,000 ounces gold equivalent (“AuEq”) and an Indicated Mineral Resource of 137,000 ounces AuEq (see news release dated January 24, 2017). •The Company plans to drill approximately 800 metres in five holes at the Western Carbonate Zone, a new target area located approximately 400 metres west-southwest from the western edge of Hamama West. etc"

Here's a full transcript of that interview FYI.... Https://www.***************************/surface-transforms-plc-qa-chairman-david-bundred-lonsce/412724372

And HS2 has got the green light today - good news for CTO, who've said themselves it's a big opportunity for them.

who are heavily involved.

...with buying coming in at 472.63p.

Moving up again past old chart peaks - hopefully above 90p soon.

A pre-open buy today at 108p - after a similar pre-open buy yesterday. Someone's making a habit of this!

Six Flags have this afternoon reported their 2016 year end figures - and they've beaten forecasts according to this: Http://finance.yahoo.com/news/seventh-consecutive-record-six-flags-120000813.html Http://finance.yahoo.com/news/six-flags-tops-street-4q-121121877.html Most importantly, prospects for 2017 look good: “With strong attendance momentum and a 15 percent increase in our Active Pass Base, we are very well-positioned for the 2017 season. We remain confident in our ability to deliver our goal of $600 million of Modified EBITDA in 2017 and continue to work toward our long-term aspirational goal of $750 million of Modified EBITDA by 2020.”

Since it's been posted in full elsewhere already by someone else, here it is FYI: "T Clarke - Cash adjusted PE of 4.7 74.75p Epic code: CTO (Sharewatch) T Clarke (CTO; 74.75p), a UK provider of mechanical, electrical and ICT engineering services, was once a stockmarket darling and could do no wrong. It operated nationally for many years and successfully across the lifecycle of an asset from design, installation and commissioning to FM. But then it got hit by several busses at once: the recession led to margin pressure; there were two lossmaking offices (now closed); two contract disputes (resolved); and an employee was found with his fingers in the cookie jar to the tune of £2.8m (recovery of this swindled cash underway). But things seem to have cheered up and CTO has issued an exceptionally strong update with full year profits for 2016 expected to be £6m, materially ahead of N+1 Singer’s £4.2m forecast. Based on eps of 11p, net cash of £9.2m (22p a share) and a record £330m order book, the shares are a buy on a cash adjusted PE of 4.7. 2016 results are due on 28 March. * The writer has a holding"

Another £5k of buys today, enough to cause a tick up with the spread closing via the bid price moving up to 535p.

Positive stuff re CPO prices from REA Holdings' trading update yesterday: "The CPO price, CIF Rotterdam, edged steadily upwards through 2016 from an opening price of $570 per tonne to close at $801 per tonne and has traded in a range between $770 and $860 per tonne since the beginning of 2017. It is widely expected that prices will remain around current levels at least for the first half of 2017. Beyond that much depends upon soya crops but with CPO stocks depleted as a result of the poor 2016 harvest, there is a reasonable expectation that prices will continue at remunerative levels through the second half of 2017"

Enough time has probably passed to allow posting of SCSW's brief article on SDI in the most recent issue - "more in a future issue": Http://www.scsw.co.uk/article-7005.html "Scientific Digital Imaging 18.75p Epic code: SDI (Sharewatch) Small but finally beginning to look well formed is Scientific Digital Imaging (SDI; 18.75p), which is a mini Judges lookalike with a ‘buy and build’ strategy in the scientific instrument space. Two recent deals since October ‘15 have added much needed scale. Smaller of the two was Sentek, a manufacturer of electrodes primarily for the measurement of pH and conductivity followed by Astles, which provides an imaging and dosing control system for the canning industry, where after the aluminium cans are pressed to remove any residues, they are cleaned before being sprayed with a protective coating. Other divisions, for instance, scan hospital scalpels when they are sterilised. Small niche with 80%+ of sales exported. Eps forecast is 1.7p with 1.9p next year. More in a future issue. Buy."

New David Bundred interview mainly regarding the Aston Martin contract win: http://www.*************.net/interview-surface-transforms-plc-great-six-months/

Going well here - I bought CMS and CTO on the same day in early February and very happy to see them both storming ahead. Plenty to go for in both cases imho.

Continuing to move up. Lovely stuff. Should continue all the way to the results on 28th March given the strong trading update.

Good news just out - Six Flags to build two new parks in China: Http://finance.yahoo.com/news/formal-agreements-signed-build-six-120000668.html "Formal Agreements Signed to Build Six Flags-Branded Parks at a Second Site in China Business Wire February 21, 2017 Six Flags Entertainment Corporation (SIX), the world’s largest regional theme park company, and Riverside Investment Group Co. Ltd., a leader in cultural tourism and Six Flags partner, today announced the signing of definitive agreements to build more Six Flags-branded parks. The latest parks will be located in Bishan, a district of Chongqing, and are expected to open in 2020. “The development of two additional Six Flags-branded parks—a theme park and water park—in Bishan, speaks to our commitment to create memorable experiences for families world-wide,” said John Odum, President of Six Flags International Development Company. “We are excited to build on this vision in partnership with Riverside Investment Group.” “Six Flags is the world leader in thrilling entertainment for families and teens,” said Tang Jun, Riverside CEO. “We look forward to bringing the best and most innovative roller coasters, rides and attractions to visitors throughout China.” The first Six Flags-branded theme park and water park in China are anticipated to open in 2019 and will be located in Haiyan, Zhejiang province, near Shanghai. The parks will feature record-breaking roller coasters, live shows, thrilling water attractions and more. For additional information about the Zhejiang parks, visit www.sixflags.com/haiyan."

Good to see a 1k buy just now cause another jump and another new high.

...and there's the new highs. FredRubble, I know the analyst target is currently 19p, but after the finals in March this may well be increased. Even 19p would only be a P/E of 13.8. Another acquisition - which is entirely possible - would see price targets further reassessed, say up to 23p-25p? The main investment criteria here is that this is a well-run, well-managed company with growing and high recurring revenues on a cheap. And with a sound Balance Sheet. I see that INSE were tipped today by Malcolm Stacey too: Http://www.*************.com/views/27306/would-a-company-which-helps-other-firms-to-cut-the-gas-bill-inspire-you