Member Info for rivaldo

Nice mention for INSE yesterday from the manager of the Wood Street Microcap Fund in the Telegraph: Http://www.telegraph.co.uk/investing/funds/i-expect-these-micro-companies-to-double-their-profits-in-the-ye/ "Inspired Energy is a recent addition to the fund. It is a consultancy that advises clients on procuring the energy they need - it sits between the clients and the energy companies to negotiate better deals. It specialises in companies that are heavy energy users with multiple sites. Müller, the yoghurt company, is a client".

We can read today's RNS as encouraging, since if anything was awry for the full year then ETO would have had to say so. We can imply that the nicely in line trading talked about in the 9 month update on 2nd March has continued into the year end: Http://www.investegate.co.uk/entertainment-one/rns/notice-of-results/201604290700127479W/

Agreed, good news re the life science contract wins, but for me the best quote is this: "We continue to see strong demand for our product suite across all of our vertical markets, including transport, finance and complex manufacturing" http://www.investegate.co.uk/ideagen-plc--idea-/rns/new-contract-wins-in-life-science-sector/201604290700127455W/

Big kudos for CRE just announced Http://www.thedrum.com/news/2016/04/28/ipg-group-and-creston-named-holding-companies-year-rar-awards "28 April 2016 - 10:49pm | posted by Stephen Lepitak IPG Group and Creston named Holding Companies of the Year at RAR Awards InterPublic Group (IPG) and Creston have been named as the Holding Companies of the Year in their individual categories by the Recommended Agency Register (RAR) Awards 2016. IPG was named as Holding Company with £1bn + Turnover while Creston won the corresponding category with less than £1bn Turnover.... ...The RAR awards are based on client recommendations and reviews of their agencies, with satisfaction scores used as a measurement for success. Client ratings are collected for criteria such as creativity, effectiveness, strategic thinking, client service, etc. Said Steve Antoniewicz; MD of the RAR: “The response from agencies and brands this year has been incredible. The finalists and winners deserve huge credit for their achieving superb levels of performance and satisfaction for their clients. “These awards continue to be a real indicator of the most trusted agencies, not just in the UK but now internationally. Congratulations to everyone and special mention to our Grand Prix winners and to IPG and Creston who have proved a high level performance right across their groups.”"

I sold first thing this morning in a few trades, including at around 77p. The outlook is pretty cloudy, particularly in the UK, and although trading is seemingly in line I can see this worsening sharply pre-Brexit vote. Above all though, I just simply got fed up with this share! I talked to someone in the industry this weekend who said everyone is aware that the company is run for Albert's benefit - including his huge salary/package. It's no wonder the company seems to lack any decent institutional support to provide ballast for a decent re-rating. I really can't see the share price moving up anywhere fast any time soon, whereas I do see risk of further downside. Plus my patience finally snapped. Good luck all.

An article in last week's Shares Mag had a whole page on QP., concluding that "rewards are potentially high if it doesn't disappoint the market again". It has "around 70 candidates in its niche product pipeline", and "plans to launch a significant number of products in the next 12 months". It's trading at 8.9 times prospective earnings "based on N+1 Singer's 6.5p earnings per share" forecast to 31/1/17.

Peel Hunt have reiterated their Buy today and have a 1280p target: Http://www.risersandfallers.com/2016/04/28/analysts-at-peel-hunt-reiterated-accesso-technology-group-lonacso-as-buy/

Peel Hunt say Buy today with a 325p target price: Http://www.sharetrading.news/2016/04/28/ncc-group-plc-lonncc-reiterated-as-buy-at-peel-hunt/

The IC have FYI recently posted their individual verdicts on numbers 51-100 of the top 100 companies on AIM by market cap - they say Buy for OPG: Http://www.investorschronicle.co.uk/2016/04/22/shares/the-aim-kN7L3AcLNoCPKQ5EH2ucrK/article.html "51. OPG POWER VENTURES The structural drivers of Indian energy generator OPG Power Ventures (OPG) are not going anywhere – the chasm between demand and reliable supply of power from the country’s rapidly growing population. This has driven solid profit growth for the energy generator during the past four years as it has built up its operational capacity. OPG runs coal-fired plants in Gujarat and Chennai, with an operating capacity of 750 megawatts (MW). With the plant infrastructure now in place, the focus for management this year will be on ramping up generation to maximise revenues, particularly at its 300MW Gujarat plant. Power sales from this plant have so far been to industrial customers on short-term contracts. However, management has gained permission to sell its power in certain states outside Gujarat in order to diversify its income stream and gain access to more attractive energy tariffs. Even after heavy flooding in Chennai at the end of last year, management still expects trading this year to be within market expectations. That’s a Bloomberg consensus adjusted EPS of 7.1p for 2016, from 4.8p last year. Chief executive Arvind Gupta told us at the time of OPG’s half-year results in December that management intends to pay a maiden dividend during the 2017 financial year. Trading on 11 times earnings, we think the shares constitute a thematic buy."

Interview with the CEO, and good to see Finncap maintaining their 8.8p EPS forecast for this year as I hoped above: http://www.proactiveinvestors.co.uk/companies/news/125276/hayward-tyler-on-the-hunt-for-big-ticket-orders-125276.html "Shares rose 3.9% to 84.7p in the morning trading session, some way below house broker finnCap's target price of 113p. "We maintain our 2017 forecasts with a robust increase in the order book. The shares appear attractively valued versus the industrial peer group," finnCap said."

Nice late surge yesterday, with results coming soon on 17th May. The RNS's are following exactly the same path as last year, with no further comment necessary on current trading following the positive AGM statement, implying trading continues to be nicely in line pre-interims as per last year. And some news - good to see this is already installed in 50 casinos. Lots more to go for: Http://zytronic.co.uk/news/zytronic-speeds-the-pace-of-roulette-with-unique-multiplayer-table/ "Zytronic speeds the pace of roulette with unique multiplayer table 26 April 2016 Euro Games Technology (EGT), one of the fastest growing companies in the global gaming industry, used Zytronic Projected Capacitive Technology (PCT™) to create a completely new multiplayer luxury roulette game on an 84” table with up to eight independent touch areas. The EGT Luxury Touch Table won an award at G2E last year and has already been installed in 50 casinos, including WINBET in Bulgaria, Casino Advanced Technology, France and Casino VINMOE in Ireland. According to Tihomir Asenov, Research Manager at EGT, “Our concept in creating the EGT Luxury Touch Table was to increase the pace of play increasing profitability, and to reduce the operating costs and the chances of discrepancies. We have realised a completely new and elegant luxury version of roulette, a traditional casino game. It has been specifically projected to cater for big casino interiors and combines the latest digital innovations in the industry with the live table experience of having a real wheel and a live dealer to spin it.” The EGT Luxury Touch Table is a high-end product, featuring an exquisite design, modern technologies and demanding performance standards. Critically, the new Table concept required six or eight completely independent touch zones operating seamlessly over a single 84” LCD, allowing individuals to place bets within a shared game experience, without the risk of each players “virtual” gambling chips becoming mixed up. etc"

RNS - BlackRock are continuing to buy and now have above 11% with a 2.48m holding: Http://www.investegate.co.uk/accesso-technology--acso-/rns/holding-s--in-company/201604221706131307W/

Very good trading update overall, with revenues up 60% year on year. Domain Services remains the fly in the ointment, but this is relatively small, and even here revenues are up 127% with breakeven expected soon. NCC are on a "path to become the largest global, services led, cyber security business"...., and are well on course to meet expectations. Happy to continue holding here.

Six Flags have this lunchtime just announced a record Q1 quarter - their best ever. Good news for ACSO: Http://finance.yahoo.com/news/another-record-quarter-six-flags-110000450.html "Another Record Quarter at Six Flags as Adjusted EBITDA(1) Improves 39 Percent Revenue Increases 36 Percent Driven by 37 Percent Increase in Attendance" "The company’s international licensing business continues to build momentum, with existing partnerships in Dubai and China and a partnership to build a theme park and water park in Vietnam announced in March."

The IC have just posted their individual verdicts on numbers 51-100 of the top 100 companies on AIM by market cap - they say Buy for RNWH: Http://www.investorschronicle.co.uk/2016/04/22/shares/the-aim-kN7L3AcLNoCPKQ5EH2ucrK/article.html "58. RENEW Renew (RNWH) moved into the second quarter of 2016 with trading ahead of the comparative position last year and with expectations of an increased forward order book and a reduction in net debt. With anxieties growing over the sustainability of the post-February market rally, the engineering services provider offers investors lower-risk access to the sector due to its exposure to regulated markets and engineering maintenance contracts for Network Rail. You could certainly argue that Renew offers defensive qualities due to the primacy of its engineering services arm, which accounts for more than 85 per cent of group revenues. This part of the business serves the environmental, infrastructure and energy sectors, all of which are generally governed by regulation and often benefit from non-discretionary committed funding. Such long-term contracts with government, or private corporations with government backing, tend to be lower-margin but they usually afford long-term revenue visibility. In the past, Renew has also successfully bought in growth, and while management flagged a potential rise in acquisitions through 2016, it’s worth remembering that underlying organic growth increased by more than 20 per cent in the year through to Sept 2015. A current forward rating of 13 doesn't appear overly expensive given what Renew can bring to your portfolio. Buy. MR"

Yesterday you could sell at least 50k at 16.62p, whilst you can only buy a maximum 7k at 18p. The price moved up on Monday on a 20k buy - any buying at all would hopefully see decent rewards here based on the above.

Nice RNS this morning disguised under the bland title "Change of registered address"! The new HQ and training facility have been completed on time and on budget, and in very quick time. Hopefully using SOM's own equipment :o))

Nice RNS this morning disguised under the bland title "Change of registered address"! The new HQ and training facility have been completed on time and on budget, and in very quick time. Hopefully using SOM's own equipment :o))

SCE have a new web site, and a bit of news (with pictures!): Http://surfacetransforms.com/news-blog/2016/4/26/st-at-global-automotive-lightweight-materials-show "ST at Global Automotive Lightweight Materials Show April 26, 2016 From 26th-28th April 2016, Surface Transforms will be supporting the Niche Vehicle Network stand at GALM 2016 alongside other successful NVN projects. Come and see us in the exhibition area."

A snippet from the IC today: "Shares in Hayward Tyler (HAYT) rose 3 per cent in morning trading after the maker of pumps and motors reported a 47 per cent increase in order intake in the year to March. Peter Brotherhood, which was acquired last October, contributed £7.4m to this increase, while management also confirmed that the project to double capacity remains on track to be commissioned by the end of June. Buy."