Member Info for rivaldo

Yippee :o)) Http://www.investegate.co.uk/venn-life-sciences--venn-/rns/year-end-update/201603240700091152T/ "the Company now expects revenues for full year to 31 December 2015 to be significantly more than double the previous year (2014: €4.9m) and to exceed market expectations by at least 15%" Plus a €3.4m cash pile. Plus a very bullish outlook.

I note that Cenkos' forecast for the 2015 results out next Wednesday has increased per Hemscott. They now go for 7.43p EPS (£18.15m PBT), with a 3.43p dividend. This may of course be simply due to the strengthening dollar against the pound.

Panmure have increased their forecasts per Hemscott's new figures - the new ones are: this year : 1.19p EPS, 0.4p divi next year : 1.35p EPS, 0.45p divi Which makes INSE even cheaper :o))

Cantor Fitzgerald have retained their Buy and 40p target price post-placing: Http://www.risersandfallers.com/2016/03/18/surface-transforms-plc-retained-as-buy-by-cantor-fitzgerald/

Results are out and are well ahead of expectations..... Http://www.investegate.co.uk/constellation-health--cht-/rns/preliminary-results/201603230700109676S/ Sales are $76.7m compared to forecast $69.7m EBITDA is $23.9m compared to forecast $22.6m Adjusted EPS forecasts were 15.6c for 2015 (and 21.7c for 2016), but CHT haven't published the adjusted EPS figure so will have to work this out later. Plus CHT has a $16m cash pile to spend on more acquisitions.

...with buying at 288p today. With 30.2p EPS forecast for this year GMAA is still on a single-digit P/E, so lots of upside imo for a market leader and consolidator.

Panmure Gordon say Buy today and have a 19p target price, so plenty of upside from the current 14.25p: Http://www.sharetrading.news/2016/03/21/inspired-energy-plc-loninse-receives-buy-rating-from-panmure-gordon/

A little buying this morning causing a nice move up - hopefully we'll get a good run-up before the results "by the middle of April 2016", which we know will be at least in line with expectations. Only a maximum 150 shares available to buy online! Looks encouraging.

Terrific results! And a really confident outlook. EPS, EBITDA, dividends - all ahead of forecasts. Great growth in revenues and the order book - both organic and overall. Even if Panmure's forecast of 1.16p EPS this year is unchanged that still leaves a P/E of only 12.1. But after historic 1p EPS we might see a slight upgrade. The 40% dividend rise to0.35p says it all, 20% ahead of forecasts.

Not only the £4.9m contract, but also the very strong trading update. IDEA is looking cheap now imo given 3.1p forecast EPS for the year starting soon, plus a hefty cash pile, high recurring revenues etc.

This is terrific news. SCE have put everything in place in one fell swoop to become THE alternative to Brembo and really become a globally market-leading company in this space. Apparently the placing was over-subscribed too, so the aftermarket should be good. And at least as a gesture shareholders get a chance to add at these levels too with the £0.5m open offer.

Hybridan's new post-results forecasts are: this year : 1.79p EPS, £0.83m PBT next year : 1.89p EPS, £0.89m PBT An acquisition would presumably result in well over 2p EPS.

Good to see the share price has recovered all of yesterdays early kneejerk markdown - and more, since it's up today. Great interview with the CEO here - an acquisition would get things going nicely: Http://www.printweek.com/print-week/news/1156451/xaar-plans-to-more-than-double-sales "Xaar plans to more than double sales By Jo Francis, Thursday 17 March 2016 Xaar boss Doug Edwards has laid out ambitious plans for the inkjet manufacturer to more than double turnover by 2020.... ....Edwards has conducted an in-depth review since taking the top job and has already made a number of changes to the business, with new executives joining and a key appointment made in the 3D printing area. He said it had been an “encouraging” year. He said the firm’s ambitious growth plans to increase sales to £220m by 2020 would come from four areas, each producing sales of at least £50m: maintaining Xaar’s market leading position in ceramic tile decoration; packaging (including coding and marking, labels and direct-to-shape printing); new applications such as textiles and wide-format for its upcoming Thin Film printhead; and lastly 3D printing, partnerships and acquisitions. “We are sitting on £70m right now and we are looking at acquisitions and have been for a while,” Edwards said. “We’re looking at areas such as integration that make life easier for our customers and cut down their development time. We also want to accelerate the adoption of direct-to-shape printing, which at the moment is a very fragmented market with lots of little players.” Edwards, who is a former Kodak executive, said Kodak’s up-for-sale Prosper inkjet business was “interesting technology but not for us.” He is also targeting growth in the Americas, where Xaar’s sales are currently just £6.5m. Xaar’s current business split is 66% industrial printing, 17% packaging, and 10% graphic arts with the remainder coming from its legacy royalties business.... ...In ceramics, the firm’s new GS40 head is allowing the polished tile market – typically used in heavy footfall areas – to convert to digital production because the heads can jet fluids deeper into the tile. Xaar will launch its 1003 head next week, replacing the existing 1002 model for ceramic tile printing applications. Edwards said it was “maintenance free and delivers the greatest production uptime in the industry”. In packaging, he cited the Xaar Print Bar as an example of the type of product development the group planned to do more of, in what it described as “beyond printhead” applications. “There’s a lot of enthusiasm for the Print Bar. We’ve just shipped the first one and will do a pretty significant number this year. They’re all going into labels for special effects such as under-white, or for jetting glues for col

Even better...Peel Hunt have increased their target price to 1280p (from 1200p): Http://www.financial-market-news.com/peel-hunt-increases-accesso-technology-group-plc-acso-price-target-to-gbx-1280/969422/

Panmure Gordon have initiated coverage with a buy recommendation and a 125p target...almost double the current 67.5p share price. Here's a link FYI: Http://www.franklinindependent.com/panmure-gordon-time-to-buy-digital-globe-services-ltd-londgs-has-gbx-125-00-valuation-target/ With 7p EPS forecast this year, and 9.7p EPS next year, it's easy to see where the new 125p broker target price comes from. Panmure are going for pre tax of $3m for the full year, then 40% growth for next year. There aren't many companies offering 40% growth on this low a P/E..

Canaccord have increased their target price to 1100p (from 965p), and say Buy: http://www.iii.co.uk/stockmarketwire/302724/broker-forecast-canaccord-genuity-issues-broker-note-accesso-technology-group Plenty of upside there and over the next few years with extremely high visibility of income. Beautiful.

Sony Pictures, eOne Ink Momentum Pictures Distribution Deal Http://www.hollywoodreporter.com/news/sony-pictures-eone-ink-momentum-875791

Results were ahead of expectations AFAICS. 24.5p EPS compares to consensus forecast of 19.64p, and PBT of £20.8m compares to consensus £19.64m. The outlook is for similar revenues to 2015, which is as expected, with the usual limited visibility. XAR have £70m net cash - 20% of the m/cap. And everyone knows about the new products coming on stream and the fantastic IP and investment. I'm surprised at the market reaction here, which seems like a kneejerk and incorrect MM markdown, and not surprised at the bounce back.

Terrific numbers, and a really bullish and positive feel to the outlook etc. Results are well ahead of expectations, with 40.96c adjusted EPS compared to Numis' forecast 35.3c - 30% up on last year. Net debt is lower than forecast too - and this and the increased profit are despite large investment costs given the Merlin roll-out etc. IP protection seems to be progressing nicely. There's a really interesting section on the huge repeatable/recurring revenue aspect of ACSO's business: "Broadly, we would expect approximately 85% of our full year revenue stream to be repeatable and transactional in nature, with a further 6% repeatable from ongoing support agreements with the licensed element of our customer base." "the Board estimates that contracted arrangements already in place with our top 5 customers alone will generate 60% to 70% of total group revenues, for each respective year, through to at least 2022. This clearly allows the opportunity to out-perform future revenue expectations by delivering further new business."

According to tiltonboy elsewhere, WH Ireland have upgraded their EPS forecast by 9.7% to 1.77p for this year. They have an 18p target, i.e almost 50% upside.