Member Info for rivaldo

Comment this morning from ITV's CEO: Http://www.ft.com/cms/s/0/8e3a4460-53ca-11e6-9664-e0bdc13c3bef.html#axzz4FguVHTJN "Mr Crozier said on Wednesday that ITV will “continue to invest� in its content business through acquisitions, but refused to be drawn on details about the media company’s next takeover target. ITV is rumoured to be considering a bid for Entertainment One, the Toronto-based owner of the children’s cartoon franchise Peppa Pig, causing shares to rise more than 4 per cent this month. At the time, ITV said the company did not comment on rumours or speculation."

Nice 25 minute video of the CEO doing a presentation at Amati VCT's AGM last month (see the bottom video): Http://amatiglobal.com/videos.php?id=10

Liberum retain their Buy and 111p target - I assume upgrades will come after the H1 results: Http://www.fiscalstandard.com/2016/07/26/analysts-at-liberum-capital-retained-xlmedia-plc-lonxlm-as-buy/

Standard Life have increased their holding to over 11% by adding another 220,000 shares: http://www.investegate.co.uk/accesso-technology--acso-/rns/holding-s--in-company/201607260903322332F/

One never knows when a stock will turn - perhaps this update and the run-up to what we know will be stonking H1 results will do the trick. Companies which have been undervalued for some time often have quick and dramatic re-ratings. Perhaps this is now XLM's time. Quite apart from the terrific results, XLM now must have well over $50m of cash to play with. We know they've been looking at acquisitions - a large-ish one would take EPS into the stratosphere, and hopefully the share price with it.

The BFG has done incredibly well in the UK on its first weekend: Http://www.screendaily.com/news/bfg-beats-star-trek-at-uk-box-office/5107005.article?blocktitle=UK-BOX-OFFICE-NEWS&contentID=40105 Also noteworthy that ETO's "Now You See Me 2 has now conjured up $7.5m (�5.71m)" Deadline have BFG as the best ever non-sequel opening for ETO. It also pulled in 875k for Benelux: Http://deadline.com/2016/07/star-trek-beyond-lights-out-skiptrace-international-box-office-1201791877/ "THE BFG Disney, Steven Spielberg, Walden Media�s family offering, The BFG had a rather large success this weekend as it edged out Star Trek Beyond from the No. 1 spot in the U.K. market where it is handled by eOne. The CGI film grabbed a total of $6.62M for the No. 1 spot. The film had a bigger debut in the U.K. than Paddington and it marks the best eOne opening for a non-sequel. It also marks the second biggest opening for a Dahl-adapted film in that country (only behind Charlie and the Chocolate Factory) and is also Spielberg�s third biggest opening ever in the U.K. only behind Indiana Jones and the Kingdom of the Crystal Skull and War of the Worlds." "In Benelux, reported grossed are $875K (eOne handles)"

Good summary of all of PEG's recent progress and contract wins: Http://www.thenorthernecho.co.uk/business/14640846.Security_firm_Petards_secures___1_2m_Bombardier_work/

A terrific performance - congrats to Ory and XLM. They're on track for "at least" $17m EBITDA compared to last year's $12.9m. On a simple proportional basis that's heading for around 7.6c EPS in H1 compared to 6c last year (only a few more shares in issue now than then). At current rates that's 5.7p EPS in H1 alone! Which would thrash both this and next year's forecasts.

FYI a fully typed up transcript of the recent Q&A with the CEO: http://www.*****************/qa-kevin-johnson-chief-executive-officer-surface-transforms-plc-lonsce/

Nice 50k buy at 13.1p just reported. Online looks good again - I can sell 100,000 at a good premium at 11.94p, whilst I can only buy a maximum 70k at the full 13.5p offer.

forecasts, which puts PEG on a current year P/E of just 7.5 at the 14.375p share price. Far too low imho.

Peel Hunt reiterated their Buy and 275p target price: Http://www.ftsenews.co.uk/2016/07/21/lavendon-group-plc-lonlvd-issued-with-buy-rating-at-peel-hunt/

Nice additional �1.2m++ contract win for this �5.6m m/cap company today adds further to revenue visibility for both this year and next year: Http://www.investegate.co.uk/petards-group-plc--peg-/rns/contract-win/201607250700060451F/

Two 515,000 trades, both at 19p - perhaps more to come, or perhaps just an institutional swap of some sort.......and three 10k buys just now have been rewarded with a tick up (and widening of the spread). Encouragingly, online earlier I could sell 40k shares at 17.25p but only buy a maximum 5k shares at 18.98p.

SOM moved up yesterday and today after an earnings beat from United Rentals in the USA FYI. It shows a strong north American construction market. Ashtead was the biggest riser in the FTSE100 yesterday for the same reason.

FYI, I e-mailed the CEO and he confirmed XLM will be updating the market "by the end of this month". Which means a trading update by the end of next week at the latest.

Nice - the Chairman's just bought another 100,000 shares at 49.25p: Http://www.investegate.co.uk/severfield-plc--sfr-/rns/director-pdmr-shareholding/201607221147519991E/

FYI the interims will be out on the 10th August per the company web site: Http://www.rtcgroupplc.co.uk/investor-centre/financial-calendar/ Broker forecasts remain at: this year : 8.6p EPS, 3.3p divi next year : 9.5p EPS, 3.7p divi And good news for RTC as the Afghan support contract will be extended for at least another year to end of 2017. They are having to send additional troops rather than reducing numbers Http://www.bbc.co.uk/news/uk-36753390

Finncap have calculated 1.7p historic EPS, so even better than I thought - their's is probably on shares in issue rather than fully diluted as mine was. They also note £1.4m net cash, although to my eyes there's £1.7m cash less £0.7m debt, i.e £1m net cash. I suspect SDI will pick up some tip/press interest which will help things along nicely. Finncap's 19p price target seems pretty conservative to me given their 1.8p forecast EPS - and a £2.3m cash pile at April'17 against the current £8m m/cap. Plus Proreveal's blue sky potential et al.

Excellent results - 1.59p adjusted EPS is better than expectations, and everything else is spot on: Http://www.investegate.co.uk/scientific-dig-imag--sdi-/rns/final-results/201607220700109552E/ On a £7.4m m/cap SDI is very, very undervalued imho: - 1.59p historic adjusted EPS (fully diluted) - almost doubled on last year - £1m net cash - blue sky potential of Proreveal in for nothing - more acquisitions likely (PS : they should have published the adjusted EPS figure themselves) And very bullish comments: "The Board is confident that SDI is now in an excellent position for continued good growth through increased revenue and the potential for further acquisitions in 2016/17" "The Board expects SDI to make good progress over the coming financial year as we will continue to pursue our strategy of organic and acquisitive growth. As well as the positive contribution of Sentek, Opus Instruments and Atik, the new Synoptics products released in 2016, together with a focused sales strategy, are expected to drive continued growth. With growing interest in our products from North America, particularly in the rapid microbiology and antibiotic resistance testing sectors, the Board views the next financial year with confidence."