Member Info for rivaldo

Peel Hunt today say Buy with a 190p target: Http://www.fiscalstandard.com/2016/09/29/peel-hunt-indicates-potential-43-53-increase-in-shares-of-carclo-plc/ Confident ahead of the trading update in the next couple of weeks "during the week commencing 10 October 2016".

PJ Masks set to take over the USA for Christmas with more products - this really could be Peppa Mark 2: Http://www.awn.com/news/eone-suits-more-us-partners-teamto-s-pj-masks "eOne Suits Up with More U.S. Partners for TeamTO’s ‘PJ Masks’ Expansive new range of consumer products across multiple categories set to debut in the U.S. beginning Fall 2016. By AWN Staff Editor | Wednesday, September 28, 2016 at 2:24pm NEW YORK -- Entertainment One is expanding its consumer products offerings for its newest hit series, PJ Masks, which airs on Disney Channel and Disney Junior the Channel in the U.S. Among the many new licensees developing products is Happy Threads as apparel partner. Happy Threads joins master toy licensee Just Play and master publishing partner Simon & Schuster Children’s Publishing in supporting the popular brand. The new PJ Masks products will make their U.S. retail debut beginning this fall. “PJ Masks has been a huge hit with kids and families throughout the country and we’re very excited to expand our merchandise program with such a wide range of offerings across multiple categories,” remarked Joan Grasso, VP licensing -- North America, eOne Family. “Our newest partners will create a host of imaginative products that will enable PJ Masks fans to fully immerse themselves in all the fun and adventure of the action-packed series.” Happy Threads will develop a full range of fashions featuring the trio of pajama-sporting preschool superheroes -- Catboy, Gekko and Owlette. Other newly-named soft lines licensees for PJ Masks include: •Accessory Innovations (backpacks, lunch totes, wallets and assorted bags) •AME (sleepwear) •Disguise (Halloween costumes and holiday-themed accessories) In addition, eOne also has secured new partners for toys, arts & crafts, party goods, and more, including: •Amscan (party goods, paper and plastic tableware and decorations) •Crayola (coloring and activity products) •Cra-Z-Art (arts & crafts activity sets and accessories) •Jakks Pacific (ride-ons, wagons, inflatable environments, outdoor seasonal and kid’s furniture) •Phoenix International (electronic sound books) •Skyhigh International (back-to-school stationery sets, writing and activity sets) PJ Masks became an instant hit with TV viewers nationwide upon its U.S. premiere in September 2015. Its first episode attracted 1.6 million unique viewers across its Disney Channel and Disney Junior the Channel premieres. The initial episode of the series delivered an average audience share of 29% among children ages 2-5, and secured a top five slot for preschool programming during its first week on air. Year to date, over 50% of all adults 18-49 watch PJ Masks with kids ages 2-8. On average each quarter, PJ Masks reaches more than 40 million total viewers across the U.S., including nearly 12 million k

Berenberg have initiated coverage today with a Buy and a 130p target - that's more like it.... Http://www.***************************/xlmedia-plc-46-1-potential-upside-indicated-berenberg/412711489

Excellent - another earnings-enhancing acquisition for an initial £2.25m and maximum £4.25m, around 50% deferred based on earn-outs: Http://www.investegate.co.uk/inspired-energy-plc--inse-/rns/acquisition-and-issue-of-equity/201609290705031471L/ A very good price based on historic £0.7m PBT. I particularly like this, which is somewhat underplayed: "Informed has also prepared itself for the forthcoming deregulation of water in England by implementing systems to support opportunities in Scotland, where water has already been deregulated"

Good stuff in today's trading statement from Merlin, primarily: "Exploiting strategic synergies ·2016 has continued to see the global implementation of the accesso® 'Passport' ticketing platform and we expect to have completed all major sites by the end of 2017." Http://www.investegate.co.uk/merlin-entertain--merl-/rns/trading-statement/201609290700101435L/ Also: "New LEGOLAND Park developments · In October 2016, our seventh LEGOLAND Park - LEGOLAND Dubai - will open under a management contract. · LEGOLAND Japan will open under an operated and leased model in April 2017, with LEGOLAND Korea expected to open thereafter. · Negotiations for further parks in the USA and China continue." And overall, Legoland "continues to perform well against tough comparatives in the prior period".

Canaccord have a Buy and an 80p target here: Http://www.ftsenews.co.uk/2016/09/26/outstanding-analyst-ratings-for-severfield-lonsfr-7/

RNS out - Perloff is now above 7%. Combined with Chelverton Growth Trust going over 5%, all rather encouraging: http://www.investegate.co.uk/petards-group-plc--peg-/rns/holding-s--in-company/201609280700119963K/

Optimism all round, a lovely £219k PBT for H1 and stronger profitability expected for H2....congrats to Ian Martin. WH Ireland now go for 10.3p EPS this year followed by 12.6p EPS. There's plenty of mileage still to be had on the current 81p share price. From their note today they conclude: "Integration continues apace, new product pipeline strong We recently spent the day at Touchstar’s Manchester headquarters and three things were apparent: 1) the main areas of the business (onboard retail, shipping/ 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 more of the back office integration); and 3) this is a business moving decisively towards a SaaS model providing longer term contracted revenues of up to three years in duration. All this should ultimately be reflected in a stronger business with better visibility and predictability. Valuation and recommendation Whilst the H1 numbers are the first to show a turnaround taking place, there is potentially much more to be done once the sales line returns to meaningful growth. For now, we believe the turnaround story should be worth at least 10x current year earnings, equating to out 103p target price. Remain at Buy."

Cenkos have increased their EPS forecasts by 6% to 11.5c for this year (and 12c next year), with 6p and 6.6p dividends respectively. Liberum now go for 11.9c fully diluted EPS this year and 12.8pc next year, with 6c and 6.5c dividends. Both reiterate that XLM are on an ex-cash P/E of only around 8 or 8.5 at 92p - and less than that after today's fall.

News this morning - another impressive new client, and encouraging that the CEO says this will "generate material income and earnings for GAN in 2017": Http://www.investegate.co.uk/gan-plc--gan-/bus/statement-re-gan-partners-with-station-casinos----/20160927082400Z0781/ "GAN Partners with Station Casinos in Nevada to launch Simulated Gaming™ in early 2017. Experience to be integrated with myBoardingPass™ Rewards Program London & Dublin | September 27, 2016: GAN plc (“GAN” or the “Company”), an award-winning developer and supplier of enterprise-level B2B Internet gaming software, services and online gaming content in the United States, announces it has partnered with one of the longest-standing and largest commercial casino operators in Nevada to launch GAN’s proprietary enterprise-grade social gaming solution: Simulated Gaming™. Station Casinos, LLC (“the Client”) operates nineteen (19) casino properties in Nevada and has been operational since 1976. This partnership was previously announced by GAN on August 2, 2016 without disclosing the identity of the client. Highlights • The Client is the second US client in Nevada and the fourth major US client secured to date with in excess of $1bn in annual revenues from land-based casino gaming. • The Client’s 19 casino properties and more than 19,000 slot machines brings GAN’s combined US clients’ above 70x casino properties and 100,000 slot machines together representing a significant proportion of the entire US land-based casino market. • GAN will bring to their highly engaged patrons the Simulated Gaming experience in early 2017 integrated into the myBoardingPass™ on-property rewards program. • Simulated Gaming delivers a host of entertainment and marketing communication tools, enabling the Client to engage their loyalty base and new players with unprecedented levels of efficiency and at reduced costs from traditional media engagement. • Simulated Gaming™ is an innovative Internet gaming service designed by GAN specifically for land-based US casinos, offering a gaming-as-entertainment experience across web and mobile together offering over 200 casino slot and table games principally derived from recognized US casino equipment manufacturers together with multiplayer games of poker, backgammon, gin rummy, poker dice, blackjack tournaments and slot tournaments. Management Commentary Staci Alonso, Executive Vice President of Station Casinos commented: “GAN was selected for their ability to deliver a custom social casino experience integrated with our myBoardingPass™ loyalty program as we are committed to continuously enhancing and responding to the preferences of our guests. Free play social casino games are very popular and will allow our guests to play many of their favorite on-property casino games at home or on the

Http://www.com-unik.info/2016/09/27/xlmedia-plc-xlm-given-buy-rating-at-liberum-capital.html I suspect increases in price targets will come with an H2 trading statement. Last year there was an update on 12th November, though the more likely timeline is in January unless XLM are confident they'll beat expectations. Which they may well do after today's results. I'd hope for more acquisitions from the cash pile before then as it's been a while since the last one. XLM should easily achieve 10p EPS this year, and with a 3.8 cent interim dividend, this is now trading on a PE of 9 for the current year, yielding 5%-6% and has approaching 20% of its market cap as cash in the bank. Extremely undervalued imho. .

Http://www.thecerbatgem.com/2016/09/27/premier-technical-services-group-plc-ptsg-given-buy-rating-at-numis-securities-ltd.html 67% upside isn't bad at all....

Excellent RNS - in particular: "This pipeline provides the Group with strong visibility of earnings going forward" will give the markets a nice glow of confidence. The steady rise should continue from here: "Update on developments completed in 2016 Watkin Jones plc (AIM:WJG), a leading UK developer and constructor of multi occupancy property assets, with a focus on the student accommodation sector, is pleased to provide the following update on the Group's developments that have been completed ahead of start of the 2016/17 academic year. In total Watkin Jones has completed ten developments across the UK with a total of 3,819 student beds. The breakdown of these completed developments is detailed in the table below: Development No. of beds -------------------------- ------------ Heriot-Watt, Edinburgh 450 Dunaskin, Glasgow 504 Old Dumbarton Road 2, Glasgow 128 Belle Vue, Leeds 324 Bath Lane, Leicester 601 Byrom Street, Liverpool 398 Broad Lane, Sheffield 397 New Bridewell, Bristol 500 Brougham Hayes, Bath 104 John Bell House, Belfast 413 -------------------------- ------------ Total 3,819 -------------------------- ------------ Mark Watkin Jones, Chief Executive Officer of Watkin Jones plc, said: "At the time of our AIM admission in March this year, we stated that our pipeline of development projects scheduled for completion before 31 August 2017 totalled 17. It is therefore pleasing to be able to update investors today that the Group has completed and handed over ten developments ahead of the current academic year and is very much on track to deliver the remaining seven ahead of the 2017/2018 academic year, in line with our expectations. "We continue to add new sites to our strong development pipeline. Watkin Jones currently has 19 developments with 6,317 beds targeted for delivery during 2017 and 2018. An additional two sites are being acquired which will add a further 418 beds to 2018. The pipeline beyond this is looking positive with 2,000 plus beds across a number of sites having been secured. This pipeline provides the Group with strong visibility of earnings going forward and underpins our strategy in the short term."

Excellent results - and much confidence for the future, including the likelihood of more earnings-enhancing acquisitions. With H2 benefiting from the two recent acquisitions, it's possible to see forecasts of 6.84p EPS being beaten. On not far off a single-figure P/E we should see a decent rise from here: "Interim Results 2016 Strong growth, high returns Premier Technical Services Group PLC ("PTSG" or the "Group"), the niche specialist services provider, announces its interim results for the six months ended 30 June 2016. Key highlights -- An excellent start to 2016 with revenue of GBP18.5m (2015: GBP11.7m) an increase of 57% -- Organic growth contributed strongly at 21% -- Operating profit growth of 47% to GBP3.7m reflecting strong growth and cost control -- Gross profit of GBP9.5m up 49% -- Integration of the 6 '2015 businesses' has been fully completed with a strong contribution to growth in H1 -- New sector expansion with two further acquisitions in 2016 of UK DryRisers and UK DryRisers Maintenance Ltd. -- Strong contract wins and renewal rate >80% -- Adjusted EPS of 3.19p up 44% -- In line with our progressive dividend policy the interim dividend has been increased by 52% to 0.70p per share (2015: 0.46p per share) John Foley, Chairman of PTSG, said: "We have a distinctive, scaleable and efficient operating model which can deliver a broad range of niche specialist services on a national basis. We serve a fragmented, broad customer base and currently provide services to more than 100,000 buildings on behalf of over 12,500 customers. We have identified a pipeline of carefully selected acquisition targets which can in due course further expand our range of service offerings. We intend to continue along the path of producing organic growth on existing and acquired business through the expansion of our service offerings and by gaining market share due to the increased scale, range and efficiency of our activities. The Group is trading in line with recently upgraded market expectations and we continue to face the future with confidence."

Terrific results: · Revenues increased 39% to $51.2 million (H1 2015: $36.8 million) delivering another period of record revenues; · Gross profit increased 47% to $27.0 million (H1 2015: $18.4 million); · Adjusted EBITDA increased 37% to $17.7 million (H1 2015: $12.9 million); · Profit before tax up 20% to $15.8 million (H1 2015: $13.2 million); · Interim dividend of $7.5 million or 3.8205 cent per share, an increase of 47% (H1 2016: 2.595 cent per share); and · Strong balance sheet with $42.9 million cash and short term investments. And - note the "extremely", which sets up a "trading ahead of expectations" for later in the year imo: "Current trading remains strong and the Board is extremely confident in meeting profit expectations for the current year and beyond." That's 5p EPS in H1 alone - and that's "basic" EPS, not adjusted EPS. If you adjust for amortisation and share-based payments as most companies do then EPS is considerably higher. Let alone if you also strip out the $42m cash pile for a cash-adjusted EPS. Publishing is soaring and is set to more than compensate for a small dip in Media (Partner Network profit is immaterial). Simply a very undervalued stock on a single-figure P/E.

Really good PR for RNWH's AMCO Rail: Http://www.railmagazine.com/news/rail-features/2016/09/22/innovation-of-the-year-winner-amco-rail-soot-scabbling-machine "NATIONAL RAIL AWARDS 2016: Innovation of the Year Winner: AMCO Rail - Soot scabbling machine 23/09/2016 in RAIL Features The days of steam engines have left significant coatings of soot covering tunnel brickwork on the railway. Without removing the soot, engineers cannot undertake compliant structural examinations, potentially meaning that defects in the tunnel lining remain hidden. The traditional approach to removing the decades of soot involves the use of water or compressed air coupled with manual scraping, which is ineffective, inefficient and not environmentally friendly. Network Rail East Midlands Infrastructure Projects had a particular problem with soot accumulations in four tunnels and approached AMCO Rail to develop a new solution, which had to be ready in just five months. The scabbling head AMCO designed can be mounted onto an adapted Road Rail Vehicle and uses 15 wire brushes arranged to prevent damage to the brickwork. On its first trial at Meir, Milford, Clay Cross and Bradway tunnels, 10,350m2 of soot has been removed to date in 28 possessions. Using conventional methods, this would have required in the region of 86 possessions and consumed 7,740,000 litres of water. If that achievement wasn't staggering enough, there is the potential for this system to be used for other applications such as the removal of spalling brickwork, calcite lining and poor quality concrete applications. Judges' Comments We were seriously impressed with this invention. It was the most innovative entry this year, with significant benefits already achieved and more to come in the future.

INSE are listed here as fourth cheapest and one of "10 growth stocks that are cheap as chips" on a PEG of just 0.5: Http://www.moneyobserver.com/our-analysis/10-growth-stocks-are-cheap-chips?utm_source=Newsletter2016-09-23&utm_medium=Email&utm_campaign=ContentPromotion Many of the others are on much larger P/E ratings and/or are more cyclical than INSE imho.

From today's Mail - good news for ACSO: Http://www.thisismoney.co.uk/money/markets/article-3806753/Legoland-plans-parks-places-far-far-away-Star-Wars-themed-attractions-prove-popular-tourists.html "Legoland plans parks in places far, far away: Star Wars-themed attractions prove popular with tourists By City & Finance Reporter for the Daily Mail Published: 21:54, 25 September 2016 Legoland could be set to almost double the number of theme parks it has across the globe. The group, operated by Merlin Entertainments, is understood to be looking to expand. As well as three new planned openings in Dubai, Japan and Korea the firm is believed to have submitted an application for a park in New York. It is also thought to want to expand into China, with Beijing or Shanghai earmarked as possible locations. There are already six Legoland parks across the world in Windsor, Malaysia and the US, where its Star Wars-themed lego attractions are extremely popular with tourists. A New York site would be the group’s third in the Unites States. etc"

Http://www.***************************/constellation-healthcare-tech-inc-73-2-potential-upside-indicated-finncap/412710879

Apparently according to Finn Cap, VEGA is a holding company. The underlying company CHT have bought is Allegiance Billing & Consulting, LLC: Http://www.allegiancebilling.com/index.php/about