Member Info for rivaldo

SCH was reviewed briefly and positively in Saturday's SCSW, noting amongst other things that "The share performance has been rather at odds with strong underlying trading and good volume growth". They conclude: "The eps forecast for the year about to end is 16.6p lifting to 17p next year. Keep holding / buy on weakness". In other words - buy now :o)) And news of a new client win: Http://www.marke****ch.com/story/games-publisher-madmoo-selects-safecharge-to-deliver-in-game-payments-for-multi-player-title-rage-war-2017-01-09 "LONDON, Jan 09, 2017 (PR Newswire Europe via COMTEX) -- LONDON, January 9, 2017 /PRNewswire/ -- Game monetisation made simple with SafeCharge's advanced payments solutions SafeCharge (lon:SCH), a leader in advanced payment technologies, today announced that it has been selected by Madmoo, a leading browser game publishing house. As part of the agreement, SafeCharge will provide in-game payments for Madmoo's new title, Rage War created by game developer, Fury Studio. Implementation of SafeCharge's advanced payments solutions has enabled Fury Studio to boost approval ratios, deliver an improved checkout experience for players and reduce fraudulent transactions. SafeCharge provides a range of payments products and services including a customised Personalised Cashier, a comprehensive back office featuring advanced reporting tools, and robust fraud prevention capabilities. In order to market the game globally, SafeCharge has enabled a number of local payment methods, currencies and languages to provide global coverage. etc"

ProReveal is essentially in the price for free given the low P/E and sound Balance Sheet: http://www.synopticshealth.com/latest-news/ ""Friday 6th January, 2017 MHRA registration Synoptics Limited, an expert in scientific imaging products, is pleased to announce that the ProReveal fluorescence protein detection test system has been registered with the MHRA as a medical device, and now conforms to the latest HTM-01-01 changes introduced in July 2016. ProReveal was developed in conjunction with Queen Mary University of London with the help of Professor David Perrett, and has been designed as a more effective method of ensuring the cleanliness of reprocessed surgical instruments. The UK Department of Health changed their guidelines (HTM-01-01) which now require a quantitative method of measuring the residual protein present after the washing process. ProReveal is able to detect a single spot of residual protein as low as 50ng and shows where protein is located on the surface of a surgical instrument and how much. Guy Fiddian, Sales Manager of Synoptics Health says ‘This is a great step forward for the ProReveal system to access all UK SSDs. The high risk, neurosurgical units are required to comply by July 2017, and the rest by July 2018. Now that the ProReveal is compliant, potential customers can be reassured that the ProReveal will fully meet their protein detection requirements.’ Brian Stammers, CEO of Synoptics Limited says ‘We are happy that the ProReveal can assist in making SSD environments HTM-01-01 compliant and help reduce risk and improve patient safety.’"

Good to see Paul Scott (aka paulypilot) buying more TST per his post on another bb - hope he doesn't mind me copying his post here: "Obviously a disappointing update today, but hardly a disaster - breakeven in H2, following a small profit in H2. I don't see any particular need for the company to raise more cash - balance sheet looks OK, just about. This is a long term story about new management re-energising the company. They said in an update last year that there would be bumps in the road. I picked up some more at 80p today, as risk:reward looks reasonable at that sort of price, in my view. Won't be a major holding for me, but a nice little one to tuck away & forget."

New highs - and another tip for SFR here: Http://money.aol.co.uk/2017/01/06/are-these-the-best-small-cap-shares-for-growth-investors/ "Build a fortune And I reckon Tyman's construction counterpart Severfield(LSE: SFR) is on course to deliver solid earnings growth too. Despite concerns over the impact of Brexit on the construction sector, Severfield continues to rack up new business at an impressive rate. Indeed, Severfield's order book clocked in at six-year peaks as of November, at £315m, providing the firm with terrific earnings visibility. And Severfield's presence in India also provides plenty of revenue opportunities. The company's JSW Severfield Structures joint venture secured £29m worth of contracts just last month to build a variety of commercial and industrial structures. And the amount of business is likely to keep rising as the Indian economy booms. The City has pencilled-in a 35% earnings advance at Severfield for the year to March 2017, creating a very-appealing P/E ratio of 15 times. And an anticipated 16% bottom-line charge in fiscal 2018 drives the multiple to a much-improved 12.9 times. Moreover, PEG numbers of 0.4 and 0.8 for 2017 and 2018 highlight its exceptional value relative to its likely growth trajectory."

Peel Hunt have today raised their target price to 155p (from 140p) and say Buy: Https://www.thecerbatgem.com/2017/01/09/watkin-jones-plc-wjg-price-target-raised-to-gbx-155-at-peel-hunt.html

Good news. The "board's" expectations are normally in line with market expectations at minimum and are often better than market expectations. So PTSG should be earning at least 6.82p historic EPS - with 7.7p EPS forecast for this year.

GMAA are crazily cheap imo given we now know they'll achieve around 27p historic EPS, with almost 29p EPS forecast this year: Http://www.investegate.co.uk/gama-aviation-plc/rns/full-year-trading-update/201701090700096007T/ Plus we have two long-term contract wins worth over £10M: http://www.investegate.co.uk/gama-aviation-plc/rns/gama-wins-two-long-term-special-mission-contracts/201701090705046017T/ GMAA is a world leader in its sector. It has a sound Balance Sheet. The dominant American market should continue to thrive under Trump. It really should be trading at nearer 300p than the current 150p or so.

New article just out: Http://www.constructionenquirer.com/2017/01/06/funding-secured-for-100m-london-stratford-tower/ "Funding secured for £100m London Stratford tower Aaron Morby 5 hours ago Specialist student accommodation builder Watkin Jones is set to start work on a 33-storey scheme at Stratford in East London. The decision to go-ahead follows operator UPP and The University of London securing a £104.7m funding deal for the project. Its Duncan House scheme on Stratford High Street will rise to over 100m and joins a cluster of tall buildings in the area. It will provide over 190,000sq ft of new accommodation and will involve UPP operating 511 new study bedrooms and communal space for the length of the concession. Demolition work is already underway on the site with construction due to start in March. The scheme designed by Hodder + Partners also includes 44 flats for sale, which will be sold by Watkin Jones. etc"

WH Ireland had some interesting things to say in their update note. They retain their 12.6p EPS forecast for this year (2017), whilst now going for 6.6p historic EPS in 2016, and state: "Prior to Christmas, we spent the day at the Manchester HQ and three things jumped out: 1) the main areas of the business (onboard retail, transport/ logistics and security/ access control) are working in a much more integrated fashion and this is reflected in a rebranding all under the Touchstar name; 2) the developers have been busy working on next generation products providing truly fully integrated solutions (including back office integration, ie owning more of the pie); and 3) this is a business moving decisively towards an SaaS model with the introduction of cloudbased software solutions with contracted revenues of up to five years in duration" "Valuation and recommendation The H2 undershoot appears to have been driven by factors which should not be expected to recur in 2017. Arguably, if anything, the New Year should start strongly given order deferral from H2 2016 whilst the bad debt at Access Control looks like plain bad luck, being the first in the company’s long and extensive history. There will naturally be disappointment this morning but even applying a cautious 8x P/E to our 2017 forecasts suggests fair value of 101p per share, our new target price".

Looks like a keen buyer out there - 45,000 shares bought in 5k and 10k blocks so far today at around or at the full offer price. OT : kwiliams, re BMS I'm watching closely, but not convinced yet. Could still look expensive on the next results, but perhaps the outlook will be better. I'll wait for a bit longer!

Another tick up today. Seven buys in seven minutes at 22p from 10.35am - six 3k's and one 5k, quickly followed by 12k and 15k buys. Unusually busy times here.

Peel Hunt today reiterate their Buy and 190p target: Http://www.fiscalstandard.com/2017/01/05/carclo-plc-loncar-receives-buy-rating-from-peel-hunt-analysts/

Http://www.investegate.co.uk/touchstar-plc--tst-/rns/trading-update/201701050700073695T/ Given the illiquidity there was bound to be a large markdown. The crumbs of comfort are that: (a) H2 was still breakeven, not lossmaking, so there will still be a £0.2m PBT for the year (b) orders were only deferred, not cancelled, so 2017 should benefit from the deferrals (c) similarly, the bad debt is a one-off With the progress that's been made I'm happy to hold as TST is transformed - there doesn't seem to be anything fundamentally wrong other than still being a small enough company that it remains vulnerable to certain order deferrals. WH Ireland have rebased to 6.6p EPS for last year (2016), with 12.6p EPS remaining as forecast for this year. The now 80p mid-price could be a bargain if BVM benefit from orders deferred into this year and at the least meet forecasts. WH Ireland say today: "The impact on 2016 forecasts is as follows: we lower our previous £8.7m revenue forecast by £1m to £7.7m which results in a reduction in PBT from £450k to £215k. Touchstar continues to benefit from a favourable tax regime in relation to R&D credits, hence the downgrade to the EPS is less pronounced with our new forecast of 6.6p (from 10.3p). All forecasts for 2017 remain unchanged. Although disappointing, a great deal is going on at Touchstar, not least better integration of the underlying businesses all under the one brand. This should ultimately drive profit growth over the medium term. Recognising the disappointment from today’s update, however, we move to a Market Perform recommendation. Our new 101p price target represents a cautious 8x current year (2017) P/E."

N+1 Singer have just released their 12 top picks for 2017 - and SFR is one of them (along with IQE, which I also hold). They have a 98p target price, and summarise: "Severfield is the UK market leader in the design, fabrication and construction of structural steel, representing c.14% of total UK capacity. It has a strong management team whose turnaround plan is beginning to bear fruit. We believe that despite the recent jump in the share price, the current rating is undemanding and that the Group has the potential to achieve its FY20 PBT target earlier than expected. The order book provides a good level of revenue visibility and self help measures underpin a significant proportion of the Group’s profit target. Strong net cash (£24.4m in H117) leaves potential for significant cash returns to shareholders. With a market leading position, a solid order book and robust end markets, we believe 2017 will be another positive year for the Group. We maintain our Buy recommendation and 98p TP."

N+1 Singer have just released their best ideas for 2017, and they highlight CAR's prospects for 2017 as follows: "We are still positive on....Carclo (cheap and a potential play on rising bond yields alleviating the pension deficit)".

Excellent - a 71k buy at 21.02p, and more new highs.... A nice mention of ProReveal here: Http://www.clinicalservicesjournal.com/story/18443/proreveal-protein-detection-system And worth recalling this from the HTM document: Implementation of guidance The ambition is that all healthcare providers engaged in the management and decontamination of surgical instruments used in acute care will be expected to have updated their local policies and continuous improvement plans in line with this guidance by 1 July 2018. However, providers whose instruments are likely to come into contact with higher risk tissues, for example neurological tissue, are expected to give this guidance higher priority and move to in situ protein detection methodologies by 1 July 2017." Given SDI's tiny m/cap ProReveal is essentially in the price for free.

Rising nicely now, yet still on a ridiculously low rating. Miles further to go imho.

and you can sell well inside the quoted spread too, whilst hardly being able to buy any stock. So things are looking good.

And some large transactions yesterday - 328,000 shares traded at 445p (all listed as Buys on m.o.n.e.y.a.m).

STAF are trading in line with 111p EPS expectations for last year. This means they made around 63p EPS in H2 alone: Http://www.investegate.co.uk/staffline-group-plc--staf-/rns/trading-update/201701040700202450T/ "The Board is pleased to report that the Group expects to deliver full year results in line with market expectations. Demand in the Staffing business has remained strong through the second half and the division has once again achieved excellent growth in the number of OnSites this year. PeoplePlus, the Employability, Skills and Justice Division, has also made good progress, becoming the top performer in Work Programme contracts as well as benefiting from its focus on improved margins."