Member Info for rivaldo

A report in the Mail this morning emphasises that Trump's focus on infrastructure spending should be good news for SOM: "Initially the clear winners appear to be US infrastructure and US businesses. Trump has already pledged to rebuild America's roads, rail, hospitals and schools"

Http://www.manchestereveningnews.co.uk/business/business-news/donald-trumps-victory-divides-manchester-12151020 "Rob Cotton , chief executive of Manchester-based cyber security firm NCC, which has 30 offices globally, said Trump would likely become a "champion" of their cause. The election spelled a ˜period of change", he said, adding: As a self-professed advocate for business and a President that promises to put the US first, Donald Trump will very quickly understand the escalating threat from cyber and will likely become a champion of it."

Peel Hunt today reiterate their Buy and 340p target here: Http://www.mareainformativa.com/blancco-technology-group-plc-bltg-receives-buy-rating-from-peel-hunt/37545/

Peel Hunt say Buy today, with a 2100p target: Http://newsden.net/analysts-price-targets/accesso-technology-group-reiterated-as-buy-by-peel-hunt/117770

Cheers Frisby - Trump could very well be good news for XLM given his prior expressions of support for online gambling and of course his involvement in the sector. Just got my interim divi at Barclays Stockbrokers - 3.06p per share. Lovely jubbly :o))

Good news: Http://www.arabianaerospace.aero/gama-secures-three-more-aircraft-for-mid-east-fleet.html "Gama secures three more aircraft for Mid East fleet Posted 8 November 2016 · Gama Aviation's is pleased to announce three new aircraft to its managed fleet in the Middle East with the addition of two Learjet 60's and a Piaggio Avanti Evo. The new arrivals bring Gama’s Middle East’s managed fleet to eleven. All three aircraft will be available for charter, fitting neatly into a category and price point where there is currently low inventory and availability. The Learjets are also Air Ambulance capable being equipped with Spectrum Aeromed ICU kits, furthering Gama Aviation’s strategy of expanding its special missions offering in the region. Group chief executive Marwan Khalek said : “I’m delighted with the progress we are making in key markets. This is testimony to the focus we place on understanding our clients and providing them with solutions that deliver the appropriate scale, breadth and depth of service to meet their needs. The Middle Eastern contract wins demonstrate how this strategy has resulted in a strong pipeline and sales.”

FYI a couple more comments from WHI's 1/11 note following the new acquisition and their increased 470p target price: "· Complementary deal This morning's deal from RNWH, the acquisition of Giffen Holdings, shows the company in a good light. We see the new business complementing the existing rail business within RNWH (accounting for over a third of the engineering activity) by providing skill-sets which will enable the company to win contracts in areas that were previously closed to it, notably where the maintenance of a tunnel or bridge required power installation as part of the package from RNWH. · Numerous opportunities This is exciting in itself but we believe that with CP6 coming down the tracks, there will be substantial further opportunities both with existing Network Rail customers and with potential new clients in the regions. With Giffen on board, the company also has the capability to develop in new areas such as signalling maintenance, which has obvious similarities to the existing model of maintaining or repairing assets which are vital to the functioning of the network. · Upgrades on acquisition following recent inline update We have upgraded FY2017E as below, assuming a 5% operating margin on Giffen / £20m revenues."

Cheers 5eightsaccount. ETO's films continue to do well. Girl On The Train is now up to an "excellent" £22m, Ken Loach's I, Daniel Blake is above £2m (which is terrific for one of his films), whilst the new Light Between Oceans is at almost S1m after its first weekend, pretty good for what is a low budget film despite its two big stars: Http://www.screendaily.com/news/doctor-strange-retains-uk-box-office-lead/5111099.article?blocktitle=UK-BOX-OFFICE-NEWS&contentID=40105

Given 11.16p consensus EPS forecast for this year CAR are almost on a single-figure P/E. We know the H1 results will be good, and it wouldn't surprise me in the favourable currency environment to see CAR exceed full year estimates.

Numis have now increased their target price to 525p (from 475p): Http://newsden.net/analysts-price-targets/shares-of-keywords-studios-lonkws-rated-as-buy-by-analysts-at-numis/103962

Http://accesso.com/coming-soon/ "Unveiling a masterpiece of possibilities. Find out more as we shine a new light on the guest experience and unveil our latest product innovation on November 15th at IAAPA 2016. Visit us in Orlando, Florida for a hands-on demonstration of accesso technology solutions at the 2016 IAAPA Attractions Expo, Exhibit 4863 from Nov. 14-18."

New win for NCC not posted here before: Http://powersportsbusiness.com/features/2016/11/02/dominion-registries-provides-threat-monitoring-and-alert-system-for-top-level-domains/ "Dominion Registries provides threat monitoring and alert system for top-level domains November 2, 2016 Dominion Registries, a division of Dominion Enterprises, has announced its selection of global expert in cyber security and risk mitigation, NCC Group, to provide protective abuse monitoring services across all of Dominion's industry-specific, top-level domains. These include .Autos, .Homes and .Motorcycles. Not all domain name extensions have the same requirements for abuse monitoring and prevention. However, the new domains coming out of ICANN's (Internet Corporation for Assigned Names and Numbers) most recent generic top-level domain program have stricter requirements than most legacy domains. For example, anyone can register a .com or .net domain name, but all registrants of Dominion's new top-level domain names are validated to ensure they meet industry-specific eligibility requirements. In addition to registrant validation, Dominion is going a step further with continuous monitoring to identify and prevent abuse within its domains. NCC Group's Domain Assured solution provides Dominion with a complete picture of the threat landscape of its domains."

with SCE brake discs..... Https://surfacetransforms.com/news-blog/2016/11/7/bac-mono-with-ccst-discs-takes-record-at-anglesey "BAC Mono with CCST discs takes record at Anglesey November 07, 2016 The BAC Mono with CCST brake discs - driven by Richard Meaden of evo magazine - became the fastest road-legal car tested by evo at Anglesey Coastal Circuit. The lap time of 1:07.70 beat the previous record-holder (McLaren P1 GTR) by exactly one second. The Mono features a 2.5-litre Ford Duratec four-cylinder engine tuned to deliver 305 bhp and 310 Nm of torque; the one-seat supercar weighs just 580 kg (only 7 kg of this coming from the light-weight CCST brake discs), giving it a 525 bhp per tonne power-to-weight ratio. This success adds to the fastest ever Goodwood Festival of Speed Roadcar Hill Climb time last year and topping the Top Gear Power Lap Leaderboard in 2013 and BAC intend more iconic circuit record attempts in 2017. Driver Richard Meaden said, "Driving the Mono is a quite amazing experience. From the what you climb into the car to how connected you feel with the road... you have a constantly remind yourself that you're in a road car when behind the wheel. Beating the McLaren P1 GTR by that big [of] a margin is simply staggering. BAC Design Director Ian Briggs said, "The Mono has proved time and time again that it can compete with the best in the business, and its remarkable lap at Anglesey has made it a true pace icon." You can see the full article on the BAC website." Here's BAC's version: Http://www.bac-mono.com/news.php?newsID=129

IDEA have just been tipped: Http://money.aol.co.uk/2016/11/07/could-this-small-cap-tech-stock-be-the-next-big-thing/ "Could this small-cap tech stock be the next big thing? By The Motley Fool Nov 7, 2016 Small-cap tech company Ideagen(LSE: IDEA) this morning released a positive trading update. It shows that the information management software supplier has made good progress in the six months to 31 October. However, does it have what it takes to be the next big thing? Ideagen's sales and adjusted EBITDA (earnings before interest, tax, depreciation and amortisation) are expected to show a significant increase versus the same period of last year. This is partly because of the acquisition of Covalent, but it is also due to organic growth. Ideagen's sales are expected to have risen by 16% on an organic basis, with a small contribution on top from Covalent following its acquisition in August. Considerable growth potential Ideagen's cash generation during the period was strong and it maintains a sound balance sheet that contains no debt. The cash balance at the end of the period was £4.8m following the £3.8m payment for acquisitions and associated costs. The integration of Covalent is now complete and an increased contribution is expected in the second half of the year. In the long run, Ideagen has considerable growth potential. For example, its cloud-based Enlighten solution offers a major market opportunity which Ideagen should be able to capitalise on. In the near term, its bottom line is due to rise by 12% in the current year and by a further 13% next year. Despite this upbeat outlook, Ideagen trades on a price-to-earnings growth (PEG) ratio of only 1.2. This indicates that it offers a wide margin of safety should its performance fail to meet guidance. It also means that Ideagen's capital gain potential is high."

RNS re a Capital Markets Event today. Good to see KWS promoting themselves - anyone going? Http://www.investegate.co.uk/keywords-studios-plc--kws-/rns/capital-markets-event/201611080700105499O/

Great news - and since it starts immediately it will contribute to this year's results too, so the 2016 numbers should be extremely impressive given what we know. From now on, the markets will clearly see VENN's high and increasing profitability, which prior to the Innovenn sale was obscured by the expenses incurred in setting up and investing in Innovenn. This is reflected in the new analyst forecasts of 2.35p EPS this year 2.63p EPS next year. It's easy to extrapolate a 30p-35p share price based on this alone. On top of this, VENN will now have a 70% stake in Innovenn/Integumen. This could be worth a few £m in itself, especially post-IPO. VENN's current m/cap is still only £15m.

Beautiful :o)) Edison were going for 12.2m euros adjusted PBT - so the new minimum of 14m is at least 15% ahead...and 14m is just the minimum expected. Plus encouraging comment looking forward: "We, therefore, remain very confident of our strategy and, at this early stage, maintain our current, cautiously optimistic expectations for 2017." http://www.investegate.co.uk/keywords-studios-plc--kws-/rns/trading-update/201611070700084386O/

Results will be out on 22nd November - we already know they'll be good, so hopefully we'll see a run-up beforehand (and afterwards!): Http://www.investegate.co.uk/renew-holdings-plc--rnwh-/rns/notice-of-results/201611070700094266O/

An excellent H1 trading update - "strong" trading is very encouraging, with "a significant increase over the same period last year" in revenues and EBITDA. It's also reassuring that IDEA can already state they expect to be in line with expectations for the full year. This rather indicates that their pipeline is full, and so any additional contract wins - or acquisitions from the cash pile - might take IDEA "ahead": Http://www.investegate.co.uk/ideagen-plc--idea-/rns/trading-update/201611070700084343O/ "David Hornsby, Chief Executive Officer of Ideagen, commented: "This has been a good start to the financial year. trong trading has been driven by demand across all key vertical markets and continued momentum with our cloud-based Enlighten solution. The market opportunity remains large and long term, and consequently, the Board is optimistic about the Group's continued growth prospects." http://www.investegate.co.uk/ideagen-plc--idea-/rns/trading-update/201611070700084343O/

RNS - good to see the mighty Miton increasing their holding to above 10%. Although they've bought 5m in the placing per this RNS, they actually only had 41.9m shares at 14th August, so they'd already bought another 2m before this placing. And also the Business Growth Fund PLC took £2m of shares in the placing: Http://www.investegate.co.uk/inspired-energy-plc/rns/holding-s--in-company/201611041200453880O/ Http://www.investegate.co.uk/inspired-energy-plc--inse-/rns/holding-s--in-company/201611031039052572O/ The list of shareholders reads like a Who's Who now - Slater, Miton, Giles Hargreave, Livingbridge etc: Http://inspiredplc.co.uk/investors-shareholders/