Member Info for rivaldo

Up to $2.85 in the USA this afternoon - that's around 210p at current rates. Brexit is at least good for foreign-denominated stocks! Terrific volumes too in the USA with 1,400,000 shares traded already.

Nice. OMI are a lovely market hedge....

A substantial vote of confidence from the Chairman, buying 90,000 shares at 106.4p: Http://www.investegate.co.uk/watkin-jones-plc--wjg-/rns/director-dealing/201606270700092778C/

Nice - a first distribution agreement for OxiChek is with the mighty Cardinal Health (via Aero-Med). And some orders already placed: Http://www.investegate.co.uk/akers-biosciences--akr-/rns/distribution-agreement-for-breathscan-oxichekt/201606270700072724C/ "Dan DelMastro, CEO of Aero-Med added, "Aero-Med recognizes the enormous market potential for products within the health and wellness sector so we are delighted to be incorporating OxiChek into our sales offering. Having personally observed the positive customer reaction to OxiChek at conventions in recent months, I am optimistic that there is strong potential for this product."

....with £1.35m PBT slightly ahead of both Finncap's and Edison's forecasts. EPS would have bee ahead too but for a small tax charge. Food intolerance is surging ahead and has big growth potential globally. Good news too from both Vistect and Allersys, and re the Indian manufacturing facility, where a malaria test is an opportunity for a third big winner. Almost £1m net cash is more than sufficient going forward given the core profitability.

Nice - hopefully the forthcoming numbers are going to be good, giving OMI the confidence to organise this investor roadshow on the back of them... Http://www.mining-journal.com/events/conferences/orosur-mining-marketing-roadshow-london-july-22-23/ "Orosur Mining marketing roadshow, London, July 22-23 The miner, which operates Uruguay's only producing gold mine, San Gregorio, has turned heads after managing to get all-in sustaining costs of production below US$1,000 an ounce in the third quarter of its financial year, which runs to end-May. The company’s UK roadshow will come after publication of full-year numbers in the coming weeks. Broker Cantor Fitzgerald has lifted its price target for Orosur from 22p to 26p (US38c) citing the positive impact of cost-cutting and rising precious metal prices, leading it to revise its 2017 earnings forecast upwards on the back of higher gold and silver price expectations. Orosur returned to the black with a profit before tax of US$3.1 million in the three months to February 29, having made a loss of US$1.9 million in the corresponding period the year before."

Hopefully we'll get a further half-year trading update next month on top of the positive AGM trading update (this year's AGM was almost a month later than last year). I noticed that Ashtead's results a week or so ago were very well received, primarily because of the performance and outlook in their non-residential business in the USA. This should bode well for SOM. Worth remembering given the Chinese expansion that the CEO has mentioned a couple of times that China uses 30 times the amount of concrete that the US does per year.

RNS just out - Slater has been buying.... He's now gone over 3% with 861,000 shares. This should attract some attention on the markets: Http://www.investegate.co.uk/staffline-group-plc--staf-/rns/tr-1--notification-of-major-interest-in-shares/201606231100020805C/

...and a 50,000 buy at 20p just reported.

is a good read. Interesting that whereas Peel Hunt have increased to 13.12p EPS this year, they still go for 11.2p EPS (with a 3p dividend). Hemscott also now show Finncap and Singer around that mark, so Peel Hunt as house broker are either better informed than the others - which they should be - or are simply promoting their client's short-term interests, which would be absurd/stupid if so. Here's the note - Edison have a 210p valuation, which they say should be discounted to an extent, but that the shares still merit a re-rating (PS : Macumike, CAR are a global operation, so in a way I suppose Brexit may be good for CAR. But overall, no particular effect imho) : Http://www.edisoninvestmentresearch.com/research/report/carclo5/preview/ Cover page: "The FY16 results showed that the core businesses of Technical Plastics and LED Technologies are continuing to grow revenues and expand margins. Management talks with enthusiasm about driving Technical Plastics into exciting new production technologies, and in LED Technologies the win of a medium volume sports car programme could lead to a significant increase in revenues and profits in the medium term. However, in our view, the relative earnings multiples still do not fully reflect the quality and potential of these businesses." "Ahead of expectations The full year results, published 7 June, came in ahead of our expectations in terms of revenue and underlying EPS, and in line at the net debt level. Revenue was £119.0m vs Edison’s estimate of £111.3m, underlying EPS was 10.1p vs Edison’s estimate of 9.5p and year-end net debt was £24.8m vs Edison’s estimate of £24.9m. The main driver of the outperformance was the LED Technologies division. The clear message of the results and the statement was that the core businesses are growing strongly and are positioned to continue to do so. Small products and big opportunities Although the figures were good, it was more encouraging to see the results presentation focused on the exciting opportunities in the core markets. In Technical Plastics the discussion was about the potential within micro-moulding and prototyping, with the prospect of both organic and acquisition driven growth. In LED Technologies the win of a medium volume (approximately 30,000 units pa) sports car lighting programme, potentially generating, we believe, £4-6m in revenues a year in 2020 and beyond, is a move into an area that could dramatically change Carclo’s long-term value. Valuation: Not trading as the growth stock it is The earnings multiple discounts that Carclo trades at compared to Victrex and Gooch & Housego persists, and its multiples are still more in line with those of TT Electronics and Zytronic, despite Carclo’s clearer and more consistent growth story. Applying the FY17e average P/E multiple (18.9x) of the established growth story comparators to our adjusted FY17 EPS estimate

Panmure Gordon have tipped INSE to thrive if the UK votes to Remain....the tip is perfectly valid even if the vote is Leave AFAICS, but still, it's good to get the coverage: Http://www.moneyobserver.com/our-analysis/14-stocks-to-own-if-we-vote-remain?utm_source=Newsletter2016-06-22&utm_medium=Email&utm_campaign=ContentPromotion "Inspired Energy Target Price: 19p Dealing in energy procurement for commercial and industrial clients, Inspired showed growing momentum in March's prelims when it announced a surprise dividend hike three times larger than Panmure expected. Still, the company has underperformed over the last quarter and the shares now trade on just 10.6 times forward earnings. Both of its divisions have performed well: a 40 per cent jump in its corporate business is nearly all organic, given the timings of recent acquisitions, and its small and medium-sized enterprises arm achieved record sales. Analyst Michael Donnelly reckons the shares are worth 50 per cent more at 19p."

Recent buying at above the published offer price suggested a lack of stock available. This is borne out online, where presently I can sell 120,000 at a premium at 18.6p, whilst the maximum I can buy is just 500 shares at 19p! Looking good.

"Akers’ HIT diagnostic key to short term growth, says finnCap 16:19 17 Jun 2016 House broker finnCap has reintroduced estimates for Akers Biosciences Inc (LON:AKR) and is predicting a steep uplift in sales. The broker unveiled a forecast of US$5.6mln in revenues for 2016, up from US$2.1mln in 2015, with 88% growth in the flagship PIFA Heparin/PF4 rapid assay products. Mark Brewer, analyst at broker finnCap says, the medical diagnostic maker, has the potential for stronger growth in the second half of the year “through the launch of new products”. “The core and the key to driving growth in the short term is how well they do with the heparin-induced thrombocytopenia diagnostic” he adds. Brewer’s note inspired a 10% rise in Aker’s shares. The stock has gained 73% since the start of 2016. http://www.proactiveinvestors.co.uk/companies/stocktube/5160/akers-hit-diagnostic-key-to-short-term-growth-says-finncap-5160.html

News: Http://hitconsultant.net/2016/06/22/nhs-trust-ideagen-launch-clinical-portal/ "NHS Trust, Ideagen Launch Clinical Portal to Improve Patient Management by Jasmine Pennic 06/22/2016 Healthcare software developer, Ideagen, is working with a leading NHS Trust to launch an innovative clinical portal designed to improve levels of patient care. Kent-based Dartford and Gravesham NHS Trust has launched Ideagen Clinical Portal, which enhances patient information management and streamline internal IT systems use across the Trust. Ideagen Clinical Portal is a web-based and complete electronic health portal which provides secure access to a unified view of a patient’s clinical information. It integrates with internal systems such as Patient Administration Systems, A&E, electronic document management, Orders & Results and ward management, providing quicker access to clinical information. Paul Jackson, Senior Product Manager at Ideagen, said: “CCIO’s and hospital IT directors need modern, user friendly systems that make it easy for clinicians to adopt new working practices and engage directly with IT systems. “With Ideagen Clinical Portal, all clinical systems are surfaced into a user friendly client interface that clinicians find easy to use and configure. This provides immediate access to clinical information and allows staff to provide more effective care quicker than before.” Dartford and Gravesham NHS Trust runs services at Darent Valley Hospital, Queen Mary’s Hospital, Erith & District Hospital and Elm Court (Priory Mews) and pride themselves on providing high quality innovative standards of care. Through Ideagen’s Clinical Portal, the Trust is aiming for “significant” efficiency savings. Neil Perry, Assistant Director of Clinical Systems Development and Corporate IT at the Trust, said: “Dartford and Gravesham are striving for efficiency and aim to be paperless at the point of care for 2020. “Our vision of Clinical Portal is to have a single ‘go to’ system for our clinicians that supports and enhances the Trust’s ‘best of breed’ strategy. Through the implementation and roll-out of our Electronic Health Portal via Clinical Portal we seek to make significant cost and efficiency savings as well as witness a number of operational benefits.” For Dartford, these benefits include: – Health Records never being lost or delayed and always available to multiple users at once via the Portal – Integrated Order Comms and Results reporting with added benefit of being able to use a workflow functionality to push key notifications to individual users or teams – Federation of data from multiple systems into a single view – The capture, transformation and onward sending of legacy outputs from third party systems"

Excellent, informative interview - here's a useful full transcript: Http://www.***************************/surface-transforms-plc-qa-trading-premises-operating-update/412704499

From the presentation, it's worth noting the global expansion in CTP: "Our own global footprint in the US (both East and West Coast), UK, Czech Republic, India and China is exceptionally well positioned to meet this increasing demand • New major state of the art facility at Taicang, China is now complete and fully operational. Over the medium term we aim to significantly grow our revenues from within China by developing relationships with local branches from within our global customer base • In Czech Republic and India we have increased our footprint during the year. In India further capacity will be created when we build a new unit on our site, possibly later in the current year"

Here's CAR's new results presentation, with a very bullish outlook page: Http://www.carclo.co.uk/~/media/Files/C/Carclo-v2/investor-docs/results-and-presentations/analyst-presentation-march-2016.pdf The strong momentum in our two main manufacturing divisions is expected to continue in the coming years • Within Technical Plastics, we have continued to expand our manufacturing capacity and will continue to do so. All our expanded capabilities are underpinned by existing customer awards. We will add further capabilities, organically and through acquisition, that meet our customers requirements • LED Technologies saw another excellent year of growth, with a new customer group secured and a first win in the mid-volume sports and premium cars segment. Wipac is well positioned to expand and grow significantly over the coming years • Our Aerospace business remains both profitable and highly cash generative • In summary, the group has delivered a strong operational and financial performance through the year and is well placed and focussed to drive further growth opportunities in the current year and beyond"

Http://www.edisoninvestmentresearch.com/research/report/creston17/preview/ They go for: this year : 12.1p EPS, 4.6p dividend next year : 12.3p EPS, 4.8p dividend They also have CRE with a £4.2m cash pile at this year end, moving up to £7m the next year end: "Creston’s full year results exceeded the expectations that had been set in January, with constant currency like-for-like revenues and headline PBT flat on the prior year. The group is making good progress in leveraging its Unlimited group branding, with an increasing number of clients working with several group agencies. Good cash conversion has led to a higher year-end cash position – there is no debt, enabling a progressive dividend (up 5% year-on-year) on a yield well ahead of sector and market. The shares trade on an unjustifiably large discount to peers and market." "Valuation: Substantial discount When compared with agency peers, Creston’s shares are trading on a discount of over 50% on an annualised 2016 EV/EBITDA basis at 4.5x. A DCF under varying conservative assumptions on WACC and terminal growth rates also indicates a share price in a range of 120p to 130p. With a (comfortably covered) dividend, the yield is well in excess of market and sector levels. DBAY Advisors, represented on the board since February by Iain Ferguson (ex-Havas), has taken advantage of the lower price and increased its shareholding to 28.1%."

Looking good online - you can only buy 15k maximum at 20.9p, whilst you can sell 35k at 18.5p. Hopefully any buying should result in another tick up.

Another $2m this time - for a £9.3m m/cap company with probably £6m+ net cash now: http://www.investegate.co.uk/simigon-limited--sim-/rns/new-contract-win/201606200700086176B/ And entry into a new market for SIM "in the provision of maintenance simulation training solutions in addition to its advanced training solutions for pilots".