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Sira Defence tied up with the impressive American company MotionDSP earlier this year, as an "integral part" of their IkenaForensic package. I came across this article which predicts a wide range of sectors for which this package is attractive, including the use of drones - it'll be interesting to see if Siraview gains further traction this H2: Https://www.motiondsp.com/news/press-release/motiondsps-benjamin-solhjem-to-present-at-digital-forensic-summit-in-santa-barbara/ Extract: “We are working within a number of industries—including law enforcement, transportation, research and academic labs—who can take advantage of our Forensics video enhancement software,” said Benjamin Solhjem, MotionDSP Product Manager. “With the advent of drones and increased use of police dash and body cameras, and, of course existing closed-circuit cameras, we can help the people responsible for solving problems and answering questions take immediate action from thousands of hours of video.”

Nice - 70,000 shares just bought at 83.5p, well above the published 82.5p offer price. Someone's keen.

Take a look at my thread header post here - I was absolutely spot on about an £8m sale price for JMP, and it's possible to see a 1000p+ valuation for VLE if you add in valuations for Shire Foods, Sira Defnce and (on turnaround) Impetus Automotive: Http://uk.advfn.com/cmn/fbb/thread.php3?id=21108622

Hardman are organising a presentation by SCE (for free) on January 20th in London FYI - hopefully there'll be some news to present about: Http://www.eventbrite.co.uk/e/kick-off-2016-in-style-attend-the-launch-of-smartco-select-tickets-19617592748?utm_source=eb_email&utm_medium=email&utm_campaign=order_confirmation_email&utm_term=eventname&ref=eemailordconf

RNS - JMP's been sold :o)) For £8m too, of which VLE get £5.5m...so another 130p or so of cash in the bank: Http://www.investegate.co.uk/volvere-plc--vle-/rns/disposal-of-jmp-consultants-limited/201512180700064922J/ That takes VLE's cash pile (including the £0.5m deferred) up to over £17m - or 410p per share. And that's without any value at all in the share price for the other 3 businesses, Shire Foods, Impetus Auto and Sira Defence. Hopefully we'll see a big jump this morning - ideally at least 130p. It'll probably be a lot less knowing the market, though actually it should be quite a bit more than that to reflect true value.....

RNS - good to see Oryx continuing to buy. They now have 11.06m shares, up from 9.66m in October, so quite an increase, perhaps partly or all from the placing: Http://www.investegate.co.uk/hayward-tyler-group--hayt-/rns/holding-s--in-company/201512180700075028J/

A reminder of forecasts: this year : 7p EPS, 3.24p dividend next year : 8.46p EPS, 3.96p dividend Of course, if XLM announce another large acquisition from the $45m-$50m cash pile, then EPS for the coming year would increase to perhaps 9.5p-10p EPS. XLM remain cheap at this price imho.

http://www.intercooleronline.com/stocks/xlmedia-plc-xlm-given-buy-rating-at-liberum-capital/300247/

Http://www.risersandfallers.com/2015/12/10/energy-assets-group-plc-reiterated-as-buy-by-numis/

Sounds like a good new client for EAS: Http://www.investegate.co.uk/energy-assets-gp-plc--eas-/rns/agreement-with-crown-gas-and-power/201512150700050121J/ "Agreement with Crown Gas and Power Energy Assets Group plc (LSE: EAS.L), the largest independent provider of industrial and commercial (I&C) gas metering services in the UK[1] and a major provider of utility infrastructure services and electricity metering and data services, is pleased to announce that it has been appointed as a preferred supplier to Crown Gas and Power (Crown), the gas supply division of Crown Oil Ltd. Crown has over 15 years of experience supplying gas to businesses, the public sector and the construction industry. The appointment is for the provision of advanced gas metering technology and data services solutions. As the leading independent provider of I&C gas metering services in the UK, the Energy Assets offering encompasses a suite of innovative options and solutions to help customers manage their energy use and meet the industry's obligations on carbon reduction. The Group has a reputation for delivering high quality solutions to customers and Energy Assets will partner with Crown to deliver Meter Asset Management (MAM) and Automated Meter Reading (AMR) services of the highest calibre. etc"

Nice - Cantor's today initiate coverage on HAYT with a Buy and a 120p target: Http://www.stockmarketwire.com/article/5172808/Broker-Forecast-Cantor-Fitzgerald-issues-a-broker-note-on-Hayward-Tyler-Group.html

Finncap have today increased their target price to 310p (from 280p) "Accelerating the growth strategy "Constellation intends to raise $45m via a placing to fund the acquisition of MDRX (initial cost $28m) and its on-going acquisition strategy. MDRX will accelerate the group along its path to becoming a major provider of US medical billing services. The initial consideration represents 6.0x historic EBITDA or only 2.8x including targeted cost savings. Assuming the placing at 160p and the targeted cost savings are completed, we have upgraded our FY 2016E EPS by 10% and FY 2017E by 9%. We have also raised our target price by 11% to 310p (73% upside)."

Had a change of heart and decided to sell my (relatively small) holding at essentially break-even. This is because of the deteriorating situation in South Africa, The weakening of the rand has accelerated since the September interims, and yesterday got a lot worse after the unexpected sacking of the South African Finance Minister: Http://finance.yahoo.com/echarts?s=GBPZAR=X&t=5d&l=on&z=m&q=l&c=#{"allowChartStacking":true} Plus confidence in the SA economy has worsened considerably given the rout in commodity prices, which may accelerate a decline in consumer purchasing there. Other SA-biased stocks got hammered yesterday. NXR may or may not also come under a little pressure. Good luck all.

Excellent news today - another "immediately earnings-enhancing" acquisition. MDRX looks a great fit into CHT. In addition, there's huge new investment into the company from the CEO - and other directors too. The 160p placing price could be better, but isn't too bad (compare the 10% discount to the 30% in DBG's similar placing today!). IMO the market wil receive today's news extremely well. And the new institutional investment will further widen liquidity and investor spread. It's also worth noting the confidence in the "Current trading" section, with reference to debt further reducing, trading looking good and a favourable macro environment: Http://www.investegate.co.uk/constellation-health--cht-/rns/proposed-placing---conditional-acquisition/201512110700077325I/

A number of positives in today's RNS's: - Davy coming in as main broker and NOMAD. This is a big step up from Hybridan - a listing on the ESM, which will aid investor interest and liquidity - the CEO's comment that this is "at a time of strong growth and our move into profitability" Http://www.investegate.co.uk/venn-life-sciences--venn-/rns/change-of-adviser/201512110700087348I/

Http://www.investorschampion.com/aimzine/entry/ten-bagger-on-track Things have certainly moved on nicely per Investors Champion: "When we published our Ten Bagger article on Surface Transforms in August 2013 (when the share price was 10 pence) the Company was discussing the possibility of 3 or 4 potential “game changing” contracts. One aircraft contract was confirmed later in 2013 and the pipeline of game changing contracts has increased to 8 today - 3 aerospace (including one already won) and 5 automotive".

Yesterday saw the announcement of £1.2 billion of rail investment in new trains and services for the North. A portion of this will surely come PEG's way, with £400 million invested in 281 brand new air-conditioned carriages: Http://www.breakingtravelnews.com/news/article/government-unveils-1.2bn-railway-boost-in-northern-england/

Peel Hunt have reiterated their Buy and 130p target: Http://www.risersandfallers.com/2015/12/10/lakehouse-plc-ord-10p-reiterated-as-buy-by-peel-hunt/ Given 12.4 EPS previously forecast for this year (which may now be increased), I'd have thought that target price will be raised at some point.

The 13.7p underlying EPS has absolutely smashed forecasts by 15% - and is well ahead of this year's forecasts too! The 1.9p divi is in line and also welcome. The outlook also looks very positive. Cash conversion is excellent. And margins have improved nicely. There are plenty of adjustments (IPO costs, non-core businesses disposed of, amortisation etc), but most of them look pretty reasonable and non-recurring to me.

Good to see John Rosier yesterday adding more XLM to his existing holding: Http://johnsinvestmentchronicle.com/xlmedia-holding-increased-to-2-0/ He has a 110p target at present, recently increased from 96p.