Member Info for rivaldo

with TP and LEDs not only doing well in H1 but looking very strong for this H2. CAR also comment that sterling's weakness will further help H2. It wouldn't surprise me if the year end trading update saw CAR trading "ahead of expectations". And an American acquisition too....funded by a placing at 120p. At a very good price, paying a maximum $6.5m for a company making $1.6m PBT. More importantly, there could be huge cross-selling benefits: "PTD has very strong technical relationships with several major medical OEMs including three of the global Top 20 medical device manufacturers, none of which are existing customers of Carclo. Approximately 90% of PTD's business is for the medical device industry."

Good coverage here of Abellio's announcement last week that they're spending £1.5 billion on 1,043 new carriages from Bombardier and Stadler: Http://www.cambridge-news.co.uk/abellio-greater-anglia-spending-1-5-billion-on-new-trains/story-29784246-detail/story.html Being built over the next 2-3 years, presumably this huge contract could give rise to a further order for PEG at least the equal of this week's £6m win, if not more.

http://www.investegate.co.uk/ideagen-plc--idea-/rns/new-contract-wins-worth--1-2m/201610130700094073M/ "New Contract Wins worth GBP1.2m Ideagen PLC (AIM: IDEA), a leading supplier of Information Management software to highly regulated industries, is pleased to announce that over the past month it has been awarded three important contracts with new customers in key vertical markets worth a combined value of GBP1.2m. Two of the new contracts represent key customer wins in the aviation sector. Air Transat, a Canadian airline, and KLM, a Dutch airline, have selected Ideagen to implement vital risk-based compliance solutions to help drive operational excellence and enhance customer safety. Air Transat and KLM are the latest aviation customers to select Ideagen products. The Group now has approximately 300 aviation customers including over 100 regional and national airlines. In addition, Medway NHS Trust has selected Ideagen to provide a secure platform which will enable the Trust's laboratories to electronically communicate with GP practices thereby streamlining the clinical test process. It is intended that the system will drive operational efficiencies and further improve patient care. David Hornsby, CEO of Ideagen, commented: "We are delighted to have secured these new customer contracts which extend the use of our software within two key vertical markets. Today we have over 2,000 customers and many of these are within healthcare and aviation. These contracts demonstrate the opportunity to continue to grow both our key market sectors and the technical capability of our solutions."

in a late trade reported yesterday. Big stakebuilding going on. Contract or acquisition news soon perchance?

Big media coverage everywhere today about the huge increase in allergic reactions and anaphylactic shocks: Http://www.bbc.co.uk/news/uk-england-37482798 An amazing statistic here - which must be good news for ODX: "Data about how many people in the UK suffer from an allergy is not conclusive but the charity Allergy UK claims that up to 50% of children are now diagnosed with an allergic condition"

NAV at 30/9 reported this morning at 9.96p per share, up from 9.28p: Http://uk.advfn.com/stock-market/london/port-erin-PEBI/share-news/Port-Erin-Biopharma-Investments-Ltd-Net-Asset-Valu/72645271 And that excludes the uplift this month from SUMM, plus any uplift from DBC's upcoming reverse into LIFE: "The Net Asset Value ("NAV") calculation for the Company as at closing on 30 September 2016 was 9.96 pence per share, including un-invested cash of GBP12,921. The portfolio is valued under IFRS at bid price. Net Assets stand at GBP2.35 million including Investments of GBP2.33 million. This quarter's NAV represents an increase of 7.33% from the previous valuation of 9.28 pence per share, which included un-invested cash of GBP11,985. No additional management fee is due to Shellbay Investments Limited. The reported NAV to 30 September 2016 gained mainly due to an increase in the value of the Magna Biopharma Fund investment. The Company's three principal investments continue to show significant growth prospects for 2016 and beyond. In particular we note the positive news from Summit Therapeutics plc ("Summit") on 4 October 2016 that it had entered into an exclusive licence and collaboration agreement with Sarepta Therapeutics for Summit's utrophin modulator pipeline."

http://share-knowledge.org.uk/2016/10/11/petards-an-overlooked-turnaround-situation/

As well as Girl on the Train, the BFG is now over £30m in the UK alone - plus ETO also have the Oasis Supersonic film, which has also don well. This should be a bumper year for the Film division compared to last year: "EONE The Girl On The Train has derailed Bridget Jones’s Baby’s chances of a fourth week as the UK’s number one. eOne’s adaptation arrived in top spot thanks to a terrific $8.6m (£6.96m) debut, including $2.2m (£1.78m) in previews, from its 612 sites. It’s worth noting that its Fri-Sun tally of $6.4m (£5.17m) would have also seen it land top spot. The result means the film is already director Tate Taylor’s best-ever UK result, and is ahead of Gone Girl’s $5.1m (£4.1m) debut, including $641,000 (£516,509) in previews, from 549 sites. However, that film was a higher certificate at 18. Gone Girl went on a lengthy run to reach $27.8m (£22.4m) at the UK box office, and The Girl On The Train will be hoping for a similarly sustained run. Also for eOne, The BFG marched past the £30m mark with a $85,000 (£68,835) weekend taking it to $36.9m (£30.05m). Supersonic added $49,000 (£39,810) from 60 sites on its second weekend for $728,000 (£592,174) to date." www.screendaily.com/news/the-girl-on-the-train-arrives-in-top-spot-at-uk-box-office/5110215.article?blocktitle=LATEST-UK-BOX-OFFICE-NEWS&contentID=40073

...but still a long way to go imho.

Looks excellent to me :o)) The CEO sums it all up: "“We are pleased to be able to report such a positive exploration and development update across our portfolio of gold assets in Uruguay and Colombia. Thanks to our operational performance, positive operating cash flow and the further strengthening of the gold price this year, the Company resumed more active and aggressive exploration work earlier in the year."

Nice 30k buy at 16.49p caused the tick up, no doubt inspired by the rising oil price. NTQ have around £12m cash at current exchange rates, plus a net $2m net receivables/payables, $4.2m inventories and $2.9m PPE - including $2.3m of land and buildings. That's around £19m, against a £9.8m m/cap. NTQ also recently highlighted this article on their web site about new drilling technologies, including their own: Http://www.enteq.com/oilfield-technology-magazine-q-a

Nice 146,460 share buy at 25p just reported via an OK (institutional?) trade.

ETO are very happy with Girl on the Train's weekend opening, with £6.9m already - the entire film's budget was only $45m, so with $24m banked in the US's opening weekend too this looks like being a hit: Http://thefancarpet.com/movie_news/entertainment-one-celebrates-tate-taylors-girl-train-pulls-uk-box-office-number-one/ "Entertainment One Celebrates Tate Taylor’s The Girl On The Train as it Pulls into the UK Box Office at Number One Entertainment One (eOne) is delighted to announce that THE GIRL ON THE TRAIN is number 1 at the UK box office grossing £6.9 million over its opening weekend including previews. This is a higher UK opening than the 3 biggest North American October releases of recent years: GRAVITY, THE MARTIAN and GONE GIRL. THE GIRL ON THE TRAIN also marks the biggest eOne opening for a non-sequel. Alex Hamilton, Managing Director Film EMEA says “This is a spectacular start! To beat such big movies on our opening weekend shows we’re travelling in very exalted company - audiences in the UK and Ireland have clearly embraced the film, and The Girl on the Train film adaptation looks set to replicate the runaway success of its great source material.""

Impressive news from TST's web site: Http://www.touchstar.co.uk/news/2016/NNRRelease "TouchStar provide the key for growth for leading logistics provider NNR. Global supply chain solutions provider NNR select TouchStar's RF system to support new warehouse operation. NNR Global Logistic is a member of the Nishitetsu Group. Acknowledged as a provider of high quality product since its foundation in 1948, their continued organic growth has seen it evolve into a $4 billion global organisation with over 18,000 employees worldwide. NNR’s has seen particular success within the UK market, having secured several significant contracts within 2016. With head offices in London, and regional facilities based in Manchester and Glasgow, NNR continues to invest in quality and innovation, implementing cutting edge infrastructure and technology to support their growth, more recently with their brand new warehouse and distribution facility. At NNR, they aspire to provide customers with innovative products and services that support future growth. As part of the company’s ongoing expansion, NNR were looking to implement a new warehouse management system that would support the optimised running of their new Northampton based operation. The objective of the implementation was not only to support efficient and accurate warehouse processes, but to provide a system that was scalable in line with the future growth of the company. The new IT system will integrate TouchStar’s latest generation RF handheld with Empirica, the state of the art warehouse management system from Chess Logistics Technology. One of the main benefits of the new system implementation will be realised from the real time barcode scanning. Rugged and reliable, the system integrates TouchStar’s in house manufactured TS8000 handhelds. Using the latest 802.11 standards, the new system implementation will equip NNR with secure high performance wireless coverage for high speed, accurate data capture. 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. Tim Dabbs, Head of Contract Logistics at NNR comments, “We are very pleased to work with TouchStar Technologies. Both TouchStar and Chess have a proven track record of successful integrations within the warehouse and logistics industry. Having worked closely with both companies during the planning and testing phases, we have absolute confidence that the solution will have a positive impact on our operations.”"

A bit grim, but Hurricane Matthew has caused billions of dollars worth of damage in the USA - which is likely to bring about more work/sales for SOM's products for rebuilding etc: Http://kwbe.com/abc_national/hurricane-matthew-leaves-trail-of-devastation-with-at-least-28-dead-abcid35788053/

- Miton Group have been buying and have gone above 5%, with over 8m shares: Http://www.investegate.co.uk/safecharge-int-grp--sch-/rns/holding-s--in-company/201610110835022105M/ - and SCH have bought back 1.9m shares at 215p each to satisfy future option exercises. They evidently consider this a satisfactorily cheap level to make this worthwhile: Http://www.investegate.co.uk/safecharge-int-grp--sch-/rns/purchase-of-own-shares/201610110833072104M/

Nice coverage in today's Mail market report: Http://www.thisismoney.co.uk/money/markets/article-3831149/MARKET-REPORT-BP-rises-boss-vows-protect-6-dividend-predicting-oil-price-stay-53-year-come.html "STOCK WATCH - PETARDS GROUP Petards Group makes security and surveillance systems. Yesterday the AIM-listed firm revealed it had won a contract to supply Great Western Railway in a deal worth around £6million. Petards will fit its eyeTrain CCTV units to the group’s trains. The technology aims to protect travellers and staff. The systems are already used on Virgin West Coast, National Express East Coast and First Great Western trains. Work is scheduled to complete by the end of 2018. Shares climbed 17.7 per cent, or 2.75p to 18.25p."

Apols for the prior post on PEG - wrong thread!

Nice coverage in today's Mail market report: Http://www.thisismoney.co.uk/money/markets/article-3831149/MARKET-REPORT-BP-rises-boss-vows-protect-6-dividend-predicting-oil-price-stay-53-year-come.html "STOCK WATCH - PETARDS GROUP Petards Group makes security and surveillance systems. Yesterday the AIM-listed firm revealed it had won a contract to supply Great Western Railway in a deal worth around £6million. Petards will fit its eyeTrain CCTV units to the group’s trains. The technology aims to protect travellers and staff. The systems are already used on Virgin West Coast, National Express East Coast and First Great Western trains. Work is scheduled to complete by the end of 2018. Shares climbed 17.7 per cent, or 2.75p to 18.25p."

Peel Hunt reiterate their Buy and 275p target: Http://www.thecerbatgem.com/2016/10/10/lavendon-group-plc-lvd-given-buy-rating-at-peel-hunt-2.html