Member Info for rivaldo

Nice 50k OK trade buy at 14.98p today - this perhaps indicates institutional/larger entity buying mopping up a few small recent sells.

Ho Oilychan - I did. Encouraging to see a bout of buying yesterday afternoon straight after JL finished his presentation at around 2.45pm :o)) I thought JL came across extremely well - understated, yet confident in his and his brother's CVs and VLE's track record. As laid out in the presentation pack VLE's transaction history could not fail to impress. Nothing revelatory was said that I did not know already. My one gripe, which I pointed out afterwards to JL, was that once again he did not point out that, whilst stating that VLE was trading at a discount to book NAV, that book NAV was not reflective of the "true" value of the investees given that they're only in the books essentially at cost/book value, and they are not revalued at any point post-acquisition until disposal. JL agreed he should have pointed this out. The presentation noted that the usual investee holding period is 3-5 years. I note that Shire is now over 5 years old. I say no more! More random points.... - acquisitions usually have to be carried out quickly, with due diligence to be carried out in only a couple of weeks - no sector restrictions, preferred revenues of £10m-£100m, though they do like "people" businesses. There are some sectors which are immediately rejected (interestingly he singled out printing. I sold my CMS shares a while ago!) - more buybacks are still possible, though (1) they're more difficult to carry out with new rules apparently, and (2) the only opportunities given limited free float are of course from the likes of Marks & Zimmerman, who are apparently hard bargainers. Although I suspect they're probably regretting their sales at lower prices... - larger acquisitions are certainly possible. However, business sellers are encouraged when they see that VLE have a large cash pile on the Balance Sheet, and VLE also need to keep some cash in case of w/cap needs for newly acquired investees - Shire Foods supply Lidl, Aldi, Iceland etc and have invested significantly in new refrigeration plant. I regret that I forgot to ask afterwards specifically about Shire and Impetus' prospects (though I'm sure I wouldn't have got any joy!). Impetus' client list per the presentation is an awesome list of motor industry blue chips. It's worth noting the track record: - Vectra : cost £2m, £8m sale proceeds plus cash cost received - Sira : cost £1.4m, £9.7m received - IPT : cost £1.4m, £5.35m received - JMP : cost plus loan £1.2m, £8m received Net assets per share have grown 513% from £0.94 to 576p per share, and the share price has risen 415% since IPO.

New 2 minute video interview with the CEO posted today from IMHX2016 - note that he says the show has been "hectic" so far, which is good to hear! Http://www.shdlogistics.com/news/video-talking-technologies-imhx2016

Great to see Canada up to the equivalent of almost 19p last night. Simon Cawkwell has commented further on OMI... Https://masterinvestor.co.uk/evil-diaries/the-fca-is-useless/?utm_source=Master+Investor&utm_campaign=c0dd1ba98f-Master_Investor_Daily_Bulletin10_17_2016&utm_medium=email&utm_term=0_25eff0bb7f-c0dd1ba98f-34898813 "Finally, Orosur (OMI) has come up with stunning figures this morning. Cash is at long last rolling in. Of course it can be spent fruitlessly. But it is not fatuous to suppose that net of tax profit in the year ending 31st August 2017 will be north of USD10m and that cash will match it. It is time for OMI to indicate that it will pay material dividends. The CEO is calling in at Drayton Gardens this afternoon. I will give him an ear-bashing."

Excellent water parks win in Australia, proving the worth of the renewed sales effort in Asia - and also proving the effectiveness of ACSO's technology as a second win with Village Roadshow: Http://www.investegate.co.uk/accesso-technology--acso-/rns/wet-n-wild-sydney-contract-win/201610180700117211M/ Interesting bio of Village Roadshow at the end of the RNS, showing the potential to expand with them: "About Village Roadshow Theme Parks Part of Village Roadshow Limited, a leading international entertainment and media company, Village Roadshow Theme Parks (VRTP) is an international theme park operator with operations in Australia, the United States, China and the Republic of Korea. The Company is Australia's largest theme park operator with Warner Bros. Movie World, Sea World, Wet'n'Wild Gold Coast, Paradise Country, Australian Outback Spectacular, Village Roadshow Studios, Sea World Resort and the country's newest theme park Wet'n'Wild Sydney. In the United States, VRTP is the majority owner and operator of Wet'n'Wild Las Vegas in Nevada. In addition, VRTP is currently advising on design and construction on theme parks in China and South East Asia. VRTP will subsequently operate these parks under a management agreement."

Girl on the Train is still number one in the UK (impressively holding off Dan Brown's Inferno) - now up to an "excellent" $16.6m already. And The BFG and Supersonic continue to do well: Http://www.screendaily.com/news/the-girl-on-the-train-retains-uk-lead-as-miss-saigon-sings-to-record-opening/5110445.article?blocktitle=UK-BOX-OFFICE-NEWS&contentID=40105

Cantor has a 32p target price and says OMI beat its cost guidance by 18%: http ://www.proactiveinvestors.co.uk/companies/news/167495/orosur-mining-impresses-as-profits-rebound "Orosur maintained guidance for the current year at 35,000 to 40,000 oz of gold at operating cash costs of between US$800 - US$900/oz. Cantor Fitzgerald said Orosur beat cost guidance by 18% and with the new underground mine at San Gregorio West and its ongoing exploration programme in and around its existing operations in Uruguay it is well- placed. 'Buy' is its recommendation with a target price of 32p."

Http://www.com-unik.info/2016/10/17/omega-diagnostics-group-plc-odx-stock-rating-reaffirmed-by-finncap.html

That's almost 450,000 shares bought in 4 OK (institutional?) trades over the last few days. Even thought the share price is unchanged, there are many reasons for selling, a number of which have nowt to do with the company itself (change of fund manager, top-slicing, overweighting in portfolio etc). Whereas there is only one reason for buying. Interesting to see what news flow we get in the next few weeks. There should surely be a holdings RNS or two at the least.

More new highs now. Many thx sonofelvis, good to see further details from the article - and in particular the highlighting of the recurring and long-term nature of the income. I suspect that once the City latches on to this CHT should achieve a premium rating in due course - up to double the present P/E of only 10 or so.

Production at the top end of estimates - and $4.8m cash generation in this quarter alone against a £17m m/cap. Net cash of $4.7m in the bank too. SGW is on track for initial production by the end of Q2, though with higher unit costs in Q2 OMI should at least benefit from the high gold prices at the start of the quarter. All looking good.

The core business continues to grow steadily, with Food Intolerance - the dominant sector - really gaining traction. "Strong growth" in North America is particularly encouraging. Meanwhile, all the "blue sky" stuff is progressing well and is starting to become a commercial reality as regards Allersys with a first purchase order, plus CD4, Pune etc showing good progress. There's big potential upside here imho over time.

News that the Derby Conference Centre is doing well post-revamp: Http://www.derbytelegraph.co.uk/pound-1m-conference-venue-upgrade-saves-jobs-and-brings-in-a-further-150-staff/story-29799293-detail/story.html "Derby Conference Centre staff numbers set to top 300 after £1m revamp By Derby Telegraph | Posted: October 15, 2016 The number of people working at Derby Conference Centre is doubling after a £1 million revamp prompted a string of businesses to move in. Mike Ebbitt, managing director of the conference centre, part of the RTC Group, said a recent refurbishment meant staff numbers would soon hit 300 – up from 150 during 2015. Businesses that have moved to the centre in recent months include logistics firm Wincanton, railway training company ARC Academy, broker portal SortRefer and children's coaching company Premier Sport. Mr Ebbitt also revealed RTC Group considered moving from the centre, on the corner of London Road and Ascot Drive, when its lease expired last year. However, he said the unique nature of the site and the growth of Derby's business scene had prompted it to sign a new 15-year lease, thus safeguarding jobs in the city. Mr Ebbitt said: "We've saved jobs in Derby and we've brought jobs to Derby – and it's cost us £1 million. "SortRefer are based towards Stoke but recently moved into our Burdsall Building and are going to have around 100 employees here. "Wincanton wanted a central UK base and are renting our Chapman building. That's about 30 additional staff here. "ARC Academy have six trainers here and have got around 40 trainees coming here already. "And Premier Sport, who provide PE coaches for schools, have six to 10 people here." Derby Conference Centre, which is housed in the former London Midlands and Scottish College of Rail, first opened in the 1930s grade-two listed art deco building in 2007. It was refurbished to allow it to host conferences, meetings, social functions and weddings. Earlier this year, the venue launched its new business lounge, which provides a quiet space for business people to work. Its facilities include private meeting pods, complimentary parking, superfast broadband and refreshments. The centre also revamped its Wyvern Bar, Stephenson Restaurant, reception and toilets, which were upgraded in keeping with the art deco style. The venue's lecture theatre is also to be refurbished to provide additional and more flexible facilities for conference organisers. A planning application to increase the number of parking spaces from 180 to 300 has been submitted. Dale Kelly, resource and sales manager at ARC Academy, said moving to the conference centre made sense. He said: "The site is a brilliant as we are able to do the majority of training on-site. Derby is a great location and has great transport links. The building and the grounds are picturesque and very presentable, which reflects th

Another 100,000 bought today at 25p....all of this has to be some sort of institutional or corporate buying.

Bouncing nicely now. No reason imo why CAR shouldn't go on a run up prior to the H1 results, which we now know will be good. CAR themselves say today that the acquisition will be earnings-neutral this financial year to 31/3/17 (additional profits presumably set off by the additional shares), but after that PTD should be a big boost to profitability and to business growth given the new acquired customer base.

Good to see 20p in the rear view mirror now. Given likely EPS upgrades imo for next year (Hybridan are already at 2.1p EPS) I'd hope for a 30p+ share price at some point.

Not much stock around - seemingly rising on every buy. This is new on TST's web site: Http://www.touchstar.co.uk/news/2016/Karndeanrelease "TouchStar’s TS8000 handheld to enhance data capture operations for leading luxury vinyl flooring specialist Robust and reliable, the TS8000 is well suited to rugged warehouse environments and is set to roll out across the picking operation within Karndean Designflooring’s Evesham based warehouse operation. Founded in 1973, Karndean Designflooring are established for supplying a wide range of wood and stone luxury vinyl floor designs for residential and commercial environments. Based at its head office and state of the art showroom in Evesham, Karndean is the UK’s market leader in LVT with more than 300 unique designs including its latest LooseLay Longboard collection. With their excellent customer service in mind, Karndean continues to invest in their operations with the latest technology and infrastructure. For their warehouse, Karndean were looking to upgrade their existing hardware estate to futureproof their operation and processes. The hardware upgrade will see the flooring specialist integrate TouchStar’s latest in house manufactured handheld terminal, the TS8000. Incorporating the latest near far imaging technology, Karndean will benefit from reduced misreads of both damaged and corrupt barcodes as well as enhanced reading of shrink wrapped products. With proven integration into its impressive warehouse management system from Chess Logistics Technology, the TS8000 will also provide high speed data capture for increased productivity and efficiencies as well as a futureproof solution that is scalable to support future requirements such as the reading of 2D barcodes. With a high level of expertise within the logistics sector, TouchStar have over 30 years real world experience in the integration, installation and support of data capture systems into leading warehouse and distribution operations. The system will be fully supported in the UK by a comprehensive support and maintenance package ensuring reduced downtime and a seamless operation. Richard Crook, operations director at Karndean Designflooring comments, “We’re delighted to work with TouchStar Technologies. Our commitment to our customers remains at the forefront of our operation, by integrating the TS8000 we’re looking forward to optimising our warehouse processes to support our UK operations. Both TouchStar and Chess have a proven track record of successful integrations within the warehouse and logistics industry so we have confidence that the solution will have a positive impact on our operations.”"

already. As well as benefiting EPS, this week's 1.9m share buyback at an excellent price has likely cleared out the seller.

Multiple new TV deals for yet another ETO character (this for a slightly older age group): Http://www.animationmagazine.net/tv/eone-inks-multiple-tv-deals-for-winston-steinburger/ "eOne Inks Multiple TV Deals for ‘Winston Steinburger’ Mercedes Milligan Oct 11th, 2016 Entertainment One (eOne) has secured sales for its new 2D animated comedy series Winston Steinburger and Sir Dudley Ding Dong (52 x 11) in multiple territories, assuring the show will hit TV screens in the UK, Poland, the Middle East and North Africa beginning this fall. The show will this year begin airing on POP in the UK in October and on Teletoon in Poland in December, with MBC Group debuting the show in MENA in September 2017. eOne is in advanced discussions with broadcasters in additional territories, including France, with details coming soon. Already on board for Winston Steinburger are co-production partners ABC3 (Australia) and Teletoon (Canada), plus Clan TVE (Spain) and BIGGS (Portugal). The series recently launched in Australia and will roll out in additional territories through autumn. Winston Steinburger and Sir Dudley Ding Dong, aimed at kids 6-12, follows the hilarious hijinks of thrill-seeking space kid named Winston Steinburger, his feline best friend, Sir Dudley, and an uptight alien, Hampton. Exploring the galaxy in a homemade space cruiser, the three astronomical amigos square off against bubbling planets, bad-breathed space-bandits, and their worst nemesis: Pam the Destroyer, a manic tween with an itchy trigger finger and a mega crush on Winston. eOne developed the series in collaboration with award-winning animation studio Sticky Pictures."

Http://money.aol.co.uk/2016/10/13/theresa-mays-infrastructure-investment-plans-could-be-huge-for-these-stocks/ "Theresa May's infrastructure investment plans could be huge for these stocks Theresa May may not have formally announced plans for a large infrastructure investment push but with the PM evidently less austerity-focused than her predecessor and trade groups lobbying hard, it's looking likely that some sort of infrastructure stimulus package is on the way for the UK. Whether the investment is in railways, highways or power plants, one major beneficiary will be Renew Holdings (LSE: RNWH). Renew owns a variety of subsidiaries that provide engineering and long-term support services for a variety of customers including Network Rail, major utilities and telecoms. While there are plenty of companies out there that would benefit from major infrastructure investments such as construction firms or materials manufacturers, Renew has several characteristics that make it an attractive long-term investment to me. First, by making maintenance services contracts a large part of its business, Renew protects its downside by ensuring long-term revenue visibility throughout the business cycle. This is evident in the order book, which increased 9% year-on-year over the past six months to £515m, roughly equal to full-year 2015 revenue. Second, Renew has a very healthy balance sheet. Net debt at the end of the last reporting period stood at a very low £4.2m and the company expects to have net cash at the end of the year. Having low or no debt to service further protects the company during economic downturns and also gives Renew ammunition for acquisitions. With revenue growing even without a major government-led investment push, operating margins increasing consistently and a healthy balance sheet, Renew is one cyclical on my watch list come the next eventual economic downturn."