Member Info for rivaldo

Http://www.investegate.co.uk/venn-life-sciences--venn-/rns/notice-of-results/201608240700099445H/ Great to see that as well as a briefing for analysts, there's another presentation which all investors can attend in the evening. VENN are evidently one of the more progressive companies around.

Very encouraging news - a further placing at 40p raising £1.3m from Dermot Desmond, who's already an investor in GAN and was the founder of BETDAQ etc: Http://www.investegate.co.uk/gan-plc--gan-/bus/issue-of-equity/20160824070000Z4471/ Extremely bullish language used today, with "overwhelmingly positive surge in US corporate demand experienced year-to-date for GAN’s real money Regulated Gaming and Simulated Gamingâ„¢ services". This is "in light of recent regulatory developments in Pennsylvania announced by GAN on June 29 where Internet gaming legislation is approved in principle and anticipated to become law in Autumn/Fall of this year".

Absolutely no interest here other than myself :o)) Still cheap though imho.

Blue :o)) Perhaps the 10k at 153.5p this morning has cleared an overhang. Consensus remains at 26p EPS this year and 28.04p EPS next year, with 2.22p and 2.26p dividends respectively. Far too cheap at 158p imho.

Http://www.digitallook.com/news/broker-recommendations/investec-resumes-coverage-on-vectura-at-buy--1676506.html "Investec resumes coverage on Vectura at 'buy' Michele Maatouk | Sharecast 22 Aug, 2016 Investec resumed coverage on Vectura at ˜buy" with a 200p price target following completion of the SkyePharma deal. In our view, the benefits from a broader royalty base, improved cash flows, as well as an enhanced competency set, are yet to be fully reflected in the share price, it said. The brokerage said the enlarged group, less dependent on progression of pipeline assets but still with exposure to product catalysts, can materially accrete value. It argued there was a clear logic behind the combination of Vectura and Skye. “With access to Skye’s assets (most notably Flutiform), Vectura’s near-term group earnings and cash flow are significantly improved. Broader device competencies, spanning the range of mass-market, inhaled device technologies, accompany royalty streams with greater diversity and strengthened customer lists.â€� Investec said the capital markets day in December was likely to give improved visibility on management’s strategy for the combined group. We expect management to address strategic priorities for the enlarged group, with a discussion on the level of future Research & Development spend, the intent for non-respiratory assets, as well as plans related to in-house commercialisation of specific assets. Vectura and Skyepharma announced back in March that they had reached an agreement on the terms of an all-share merger which values Skyepharma at around £441m. "Bringing together the two groups will create a stronger scaled business which has the ability to accelerate the delivery of both companies' strategic objectives and deliver greater revenues, providing broad access to the global inhaled respiratory market, which was worth $35bn in 2015," the companies said at the time."

Http://www.cambridge-news.co.uk/a-raspberry-pi-powered-dna-imager-meet-nugenius/story-29643600-detail/story.html Extract "City imaging firm Syngene has introduced the NuGenius, which it says is the first gel imaging system in the world to be run by a Raspberry Pi. It quickly generates high quality images of DNA gels and can be used in various applications such as detecting disease-causing genes."

Peppa Pig is adding 31 additional cities to the brand's first-ever U.S. tour: Http://www.broadwayworld.com/connecticut/article/PEPPA-PIGS-BIG-SPLASH-to-Stop-at-the-Palace-in-Waterbury-This-Fall-20160822 "The Peppa Pig stage show is based on Entertainment One's (eOne) top-rated TV series which airs daily on Nick Jr. The U.S. tour has sold 200,000 tickets to date with some venues completely selling out." "Peppa Pig has been steadily winning over children and families around the globe. The series is a top-rated show on Nick Jr. for kids ages 2-5 reaching 76 million households daily. The brand's extremely popular apps, toys and other consumer products

Http://www.aviationpros.com/press_release/12247016/haeco-group-rolls-ideagen-enlighten-into-china-americas-for-global-reporting-audit-risk-management "HAECO Group Rolls Ideagen Enlighten into China & Americas for Global Reporting, Audit & Risk Management Aug 19, 2016 HAECO Group, the global independent aircraft engineering and maintenance organisation, has expanded its safety and operational performance project with software firm Ideagen by rolling Ideagen Enlighten out into its China and Americas operations. The Hong Kong-based organisation – which employs around 17,000 staff globally – is working with Ideagen’s cloud-based software product Enlighten to successfully achieve group-wide visibility of performance and safety operations. Ideagen’s Enlighten software was implemented and rolled out to three HAECO sites initially – HAECO and HAESL (a joint venture with Rolls Royce) in Hong Kong and HAECO Xiamen in China – just over a year ago. Since then technical teams from both organisations have been working closely to configure, implement and roll-out the software, which has since enhanced reporting, audit and risk management levels for almost 15,000 users. Now, following the success of the software, HAECO Group has expanded Ideagen Enlighten to further sites in the Group, with TEXL Ltd based in Xiamen, China, and its MRO site in the Americas now on board. Dennis Hui, General Manager of Quality at HAECO Hong Kong, said: “By successfully having three HAECO sites up and running on the Ideagen Enlighten platform, the company has taken its first steps in its corporate goal of achieving group wide visibility of its performance and safety operations. “Following the success of the Enlighten product across the Group’s Hong Kong operations – including providing senior management with business performance, analysis and reporting data – HAECO Group has extended Ideagen Enlighten into its operations in America and increased its presence in China where we look forward to seeing similar benefits from the product and from working with Ideagen.� The HAECO Group, is one of the largest Maintenance, Repair and Overhaul (MRO) service providers in the world. Through its 18 subsidiaries and joint venture companies worldwide, the Group offers a full spectrum of services including airframe services, line services, cabin solutions, private jet solutions, fleet technical management, inventory technical management and component overhaul among others. Steven Cespedes, Ideagen’s Head of Aviation, said: “We are delighted that Ideagen Enlighten has been such a success within the HAECO Group and that they are witnessing some major benefits from investing in both us as a com

Nice 140,000 buy at 83p sneakily only just reported despite being yesterday's trade.

Finncap reiterated its target price of 45p for SIM: Http://breakingfinancenews.com/investing/finncap-announced-lonsim-simigon-ltd-renewing-its-stock-price-target-at-45gbx-earlier-today/26746/ And the interims will be out on Monday 19th September - I always like it when I see results are to be announced on a Monday morning as it's more likely to be good news! Http://www.investegate.co.uk/simigon-limited--sim-/rns/notice-of-interim-results/201608230700078363H/

Http://www.worldpressonline.com/GoogleNews/xaar-announces-the-launch-of-the-first-xaar-1201-printers-in-china-54352.html "Xaar announces the launch of the first Xaar 1201 printers in China Cambridge: 22 August 2016 – Xaar plc, the leader in industrial inkjet technology, is delighted to announce that Guangzhou Xucheng Electronic Technology Ltd “Xucheng” is the first OEM partner to develop, and launch, wide-format inkjet printers based on the innovative new Xaar 1201 Thin Film piezo printhead. Xucheng, under the brand name Xu Li, has produced four wide-format, roll-to-roll eco-solvent printers with the Xaar 1201 and recently demonstrated two models ‒ the X7-3207 and X7-2007 ‒ for the first time at ISE in Guangzhau, China. "It’s an honour to work with Xaar, a leader in the world wide inkjet industry,” says James Zhao, General Manager of Xucheng. “Xaar already dominates the coding and marking and ceramic tile inkjet printing markets and I am certain that with the Xaar 1201 we are entering a new era in the graphics industry. Xucheng is very proud to be part of this.” The Xaar 1201, announced at drupa in June, is a versatile and compact greyscale printhead. It prints 1, 2 or 4 colours, delivers a high level of quality and performance, and is capable of handling aqueous and eco-solvent inks. Designed for easy integration...... "

Great to see two pieces of good news in the last week: The Chubeworks settlement is particularly good news since the entire $1.25m had already been written off, whereas now AKR will receive a very useful $500k of cash plus $750k of stock for resale: http://www.investegate.co.uk/akers-biosciences--akr-/rns/settlement-of-dispute-with-chubeworkx/201608190700066059H/ And also the successful results of the Oxichek test study: http://www.investegate.co.uk/akers-biosciences--akr-/rns/results-of-oxichek-test-study/201608180700084834H/

"This led to a 57% leap in adjusted EBITDA (earnings before interest, tax, depreciation and amortisation) to £6.3 million and improved operating cash conversion metrics, an increasingly meaningful metric in the current minvestment climate. At a pre-tax profit level the figures shot up 58% to £5.7 million, although that’s after adjusting for various perceived one-offs, such as share based payments, amortisation of acquisition intangibles and a few other bits and bobs. Investors can feel rightly chuffed about a 96% client renewals hit rate and 100 new customers won, not to mention the biggest single contract in the company’s history secured, worth £4.9 million. A previous Play of the Week in the early days of the company’s switch from the old Plus market to AIM at 16p (2 Aug 2012), that investment call went on to rack up a near 30% gain in a year to 20.625p. As the chart shows, despite a few lumps and bumps along the way, share price progress has been pretty consistent ever since, the stock earning a typical high-teens to low 20s price to earnings (PE) multiple. Extrapolate a rough 20-times PE beyond this year into the 30 April 2018 fiscal period, investors can quite reasonably expect the shares to nudge 70p over the next six to 12 months, tallying with the 69p price target of analysts at FinnCap. But being a long-run growth opportunity, it is not out of the question for Ideagen stock to touch 100p on a three to four year view. Growth: MEDIUM Serving an expanding niche and is aligning its ambitions with the large opportunity without overstepping its resources. Risk: LOW A clear focus provides opportunity as well as raising barriers to entry for competitors. Quality: HIGH High visibility from recurring revenues and decent cash generation, risk to forecasts is typically on the upside. competitors"

IDEA have been featured in Shares Magazine as follows - personally I believe 100p will come quicker than 3-4 years given the likelihood of more and bigger acquisitions, as well as organic growth: "Bright Ideagen Compliance and risk is a software niche being successfully tapped Increasing industry compliance, accountability, audit trails and risk management, organisations around the world are being pushed to embrace an ever-tightening red tape net. Little UK software specialist Ideagen (IDEA:AIM) has a wide range of off-theshelf specialised software tools smack bang in this sweet spot, and successful execution of its buy-and-build strategy should see the shares hit 70p in the next six to 12 months. The Midlands-based company concentrates on what it calls the governance, risk and compliance (GRC) space, providing information management solutions to highly regulated industries, such as healthcare, complex manufacturing, banking/finance, defence and energy. Supplying an integrated system that combines information from multiple operational sources on top of the typical internal audit and compliance functions, this leads to a detailed overview for clients of corporate risk, controls and consequence mitigation, an increasingly compelling sale once an organisation’s bosses begin to grasp the significant financial and reputational damage risk of not having adequate systems in place. PROFITABLE NICHE It’s not a particularly glamorous market in the way that, say cyber security or fintech is right now. But it is allowing the company to carve itself a successful growth path in this complex and profitable niche, with carefully-vetted acquisitions adding extra value. Ideagen secured its first major purchase back in December 2012 (£18 million Gael) but its has added other smaller bolt-ons since, including the £3.6 million (net of cash) purchase of peer Covalent. It adds compliance-heavy verticals (local government, social housing) plus a deeper footprint in the existing NHS market, bolstering recurring revenue streams to about 55% of its total going forward. And a good value bit of business it looks. An estimated 85% of Covalent’s £2.2 million most recent annual revenue is recurring, implying a purchase price of just 1.9-times those repeat sales. EYE ON VALUE It’s a typical Ideagen sort of deal and underlines the management ethos that is delivering carefully managed, rather than blistering, growth. To illustrate the point, Ideagen’s most recent full year results, to 30 April 2016, show a 52% jump in revenues to £21.9 million for the year to 30 April, 10% of which was driven from the underlying business, or organic growth in other words.

New win for VHE: Https://www.placenorthwest.co.uk/news/vhe-wins-barrow-business-park-preparatory-works/ "VHE wins Barrow business park preparatory works 11 Aug 2016, 11:07 Cumbria County Council has appointed Yorkshire-based environmental contractor VHE Construction to a £1.3m package of works to remediate dockland as it kickstarts a stalled business park development. Barrow Waterfront Business Park was one of the projects cancelled in the comprehensive spending review by the incoming government in 2010. Funding has now been secured from government and Cumbria LEP to resume with a scaled-back business park next to BAE Systems’ submarine yard. The council maintains plans to build a marina at the business park in the future. Remediation and site levelling are due to begin immediately and complete in spring 2017."

Fantastic progress over the last couple of weeks. Here's thea new Shares Magazine article from this week's issue FYI - partnerships with Uber, airlines, Airbnb etc coming up? "THERE’S NO DOUBT that Accesso Technology (ACSO:AIM) has matured considerably over the past couple of years from a potentially exciting growth company into the real thing, and it comes as no surprise that increasing numbers of investors are gravitating to it. A past Play of the Week in February 2015 at 556.5p, the share price has soared more than 150% since, and it’s not difficult to see why. Surrey-based firm formerly called Lo-Q has developed a best-in-class, cloud-based queuebeating technology platform that adds to the experience of attraction visitors, via ticketing, queue-beating and pre-booking, for example, freeing up time that usually encourages more cash spent on site. Attractions owners love that last bit. Which translates into a steady stream of contracts for its wristband or smartphone app-based technology. A landmark seven-year agreement to integrate its system right across the 100-plus attraction portfolio of Merlin Entertainments (MERL) caught the eye of investors back in July last year, including Alton Towers, Thorpe Park and various Legoland sites. That success was followed up in February with a contract renewal with Six Flags (SIX:NYSE), an existing customer, that will see Accesso provide ticketing and queuing technology right through until 2025 across the company’s 18-strong attraction estate. Accesso has even bigger plans. Envisaging an ‘experience starts with the ticket’ strategy, the company sees scope to bolt-in travel arrangements and overnight stays, for example, and we can see potential for partnerships with organisations like Uber, airlines, even Airbnb. Deeper moves into sports events are also planned. Revenues have consistently growth at 25% to 30% over the past five years while pre-tax profits have close on doubled since 2011. Earnings before interest, tax, depreciation and amortisation (EBITDA) has trebled to £9.85 million. That puts the 30 December 2016 price to earnings (PE) multiple of 41.6 into perspective, falling to 34.5 in 2017. Don’t expect future share price progress to match the past, but there seems every reason to be confident of more exciting returns, both in the near-term, and the long-run."

Great to see another big Bombardier contract win whilst I was on hols. I'm also glad to see WH Ireland retaining their forecast of 1.9p EPS this year and not increasing, despite l the good news - this gives PEG a decent chance of being able to announce they're at least meeting and perhaps beating market expectations. Bombardier's huge £900m contract to build trains for Abellio (following Abellio's naming on August 10th as preferred bidder for the new East Anglia franchise) must give a great chance to PEG of winning big business here, as well as for the additional refurbishment of existing trains: Http://www.railwaygazette.com/news/passenger/single-view/view/stadler-and-bombardier-to-supply-trains-for-abellio-east-anglia-franchise.html "Stadler and Bombardier to supply trains for Abellio East Anglia franchise 10 Aug 2016 The Department for Transport named Abellio as preferred bidder for the new East Anglia franchise on August 10. The franchise is due to start on October 16 2016 and run until October 2025, replacing the current Greater Anglia franchise which is also held by Abellio. A £1·4bn investment programme under the new franchise is to include: Complete replacement of the current fleet, with the delivery of 1 043 new vehicles between January 2019 and September 2020. Bombardier is to be awarded a £900m contract financed by leasing company Angel Trains for the supply of 665 Aventra electric multiple-unit cars from its Derby plant. Stadler is to enter the UK mainline passenger rolling stock market for the first time with an planned order for 383 Flirt electro-diesel and electric multiple-unit cars. Refurbishment of 'many' existing vehicles ahead of the arrival of the new fleet. etc"

News - CRE's Health Unlimited form a partnership with a social network used by 40 million people every year: Http://www.pmlive.com/pharma_news/health_unlimited_forms_partnership_with_healthunlocked_1097433 "Health Unlimited forms partnership with HealthUnlocked Aims to drive organic and new business for the agency and social network Health Unlimited has formed a partnership with HealthUnlocked, the world's largest social network dedicated to health, to bolster its consumer insight and engagement services. The UK-based marketing communications group said the tie-up would drive organic and new business for both sides and enable clients to access best practice patient recruitment, retention and engagement programmes. HealthUnlocked is used by more than 40 million people each year and has over 600 health-specific online communities, which are owned and moderated by patient organisations across the world. Nicky Walsby, executive director of Health Unlimited, said: “HealthUnlocked occupy a unique space in the healthcare market. The importance of direct-to-patient engagement will only increase as market access challenges continue to prevail, particularly in the costly chronic diseases area. “Patients want to be engaged in decisions affecting their care in a timely and authentic manner. Our partnership with HealthUnlocked will support our strategy to build a best in healthcare consumer engagement capability that delivers real value for people living with any healthcare condition.” Health Unlimited, which is part of the Creston Unlimited group, said the partnership would also create referral opportunities for HealthUnlocked across other areas of its parent company's operations. And it noted that the London-based social network is already working closely with Creston's full service market research agency ICM Unlimited. etc"

Siraview have updated and upgraded their website: http://www.siraview.com/ Siraview state they are "the only universal CCTV viewer on the market". I have high hopes that this investee can become of material worth to VLE following their partnership with the US-quoted MotionDSP. Good to see a couple of small buys in VLE already today.

This is from the FT's market report tonight - firstly, 240p would be a laughable offer imo (start at 280p and work upwards), and secondly it seems someone's been paying attention to my post this morning about Livermore Partners :o)) Http://www.ft.com/cms/s/0/077fcd52-5e54-11e6-bb77-a121aa8abd95.html#axzz4GrhtfSu3 "Film and TV studio Entertainment One jumped 9.9 per cent to 217.5p amid a revival of gossip that it could be a target for peers including ITV, which was rumoured in June to have been working on a 240p per share offer. People familiar with the companies once again played down speculation. Dealers also noted a mention for Entertainment One in Livermore Partners’ latest letter to investors. The activist hedge fund, which in May called for Entertainment One to strengthen its board or start returning cash, said in the letter that the company “seems to be listening to our ideas”." Also, news that ETO are to bring out a new Narnia film - this could be a global blockbuster if done well: "TriStar, Mark Gordon & eOne Revive ‘The Chronicles Of Narnia’ With ‘The Silver Chair’ Sony-based TriStar Pictures is joining The Mark Gordon Company, The C.S. Lewis Company, and Entertainment One (eOne) to make The Silver Chair. The film will be financed by TriStar, eOne and The Mark Gordon Company with Sony and eOne distributing the picture The previous films grossed a collective $1.6 billion at the worldwide box office" hTTp://deadline.com/2016/08/the-chronicles-of-narnia-the-silver-chair-tristar-mark-gordon-eone-david-magee-1201800919/