Member Info for rivaldo

A buy of 20k at 20.33p just reported - well above the then published 20p offer price. Plus other buys today of 45k, 50k and 20k. Hmmmm.

The buying continues in this normally quiet stock - 40,037 shares bought at 18.99p yesterday and 25k today at 19.25p, with 70k of sales mopped up without a problem. A couple of news items on the Facebook page yesterday: - SCE are exhibiting today in the Birmingham NEC for free at the Advanced Engineering show. Anyone in the area to pay a visit? - SCE's brakes are in the Delta Motorsport E-4 Coupe Electric Vehicle at the same show, being the "result of the most recent Niche Vehicle Network funded R&D project": Https://www.facebook.com/Surface-Transforms-990334604345036/timeline/?ef=tn_tnmn

Great RNS - the Chinese FDA have approved "for medical use throughout Mainland China the Company's flagship rapid tests for allergic reactions associated with the widely used blood-thinner, heparin." With Novotek already in place as the distributor, this is excellent news for a mere £9m m/cap company. And Akers' test is the first and only such test of its kind in China. Consider the size of Novotek: "NovoTek Therapeutics Inc. is a vital part of NovoTek Group, and is in charge of all international business. To date, NovoTek Group has grown to seven subsidiary companies focused on pharmaceutical marketing, medical and IVD products marketing, and contract research services. NovoTek has its own preclinical research facility, clinical trial and regulatory teams, and more than 600 sales representatives (500 for pharmaceuticals and 100 for medical devices) across China. NovoTek has more than 800 employees and more than 10 local branches nationwide. www.novotekchina.com "

FWIW Zak Mir sees a rising channel up to 120p: Http://www.shareprophets.com/views/16096/zak-mir-s-bull-call-of-the-day-no1-hayward-tyler-group-november-price-channel-points-to-120p

For those who follow these things, Zak Mir sees a 25p target with a Golden Cross etc: http://www.shareprophets.com/views/16035/zak-mir-s-bull-call-of-the-day-no2-petards-golden-cross-targets-25p

Talk of additional business wins in the health sector in this article about the combining of two of CRE's agencies: Http://www.pmlive.com/pharma_news/health_unlimited_merges_pan_and_djm_842391 "The new company will remain at the Health Unlimited offices in Richmond, where both of the 'old' companies were based. Marchant confirmed to PMLiVE that the headcount will remain unchanged, with a combined staff of 41. “We've had some important new business wins and together with forthcoming pitches we will need all our existing talent to deliver for our clients,” he added. "

Wow - just found this nice £5m win :o)) Http://www.campaignlive.co.uk/article/vodafone-hands-5m-crm-account-tmw-unlimited/1366067 "Vodafone hands £5m CRM account to TMW Unlimited September 28, 2015 by Gurjit Degun Vodafone has appointed TMW Unlimited to handle its £5 million CRM account and help with the mobile phone network's move into the pay-TV market. TMW fought off competition from the incumbent AIS London, Wunderman, Havas Helia and WDMP. The pitch process was handled by AAR. Vodafone kicked off the process in July. AIS had handled the business since September 2012 when it picked up the account without a pitch. The shop was asked to create a Christmas campaign. In February, Vodafone shifted its £53 million UK creative business into Grey London after a pitch that included the incumbent, Rainey Kelly Campbell Roalfe/Y&R"

.....not only in respect of the confidence in rearranging the Balance Sheet to allow the payment of dividends, but also in the narrative, including: Http://www.investegate.co.uk/petards-group-plc--peg-/rns/proposed-capital-reduction-and-notice-of-gm/201510231230022638D/ "Over the past two years the Group has made good progress. Revenues for the year ended 31 December 2014 more than doubled to £13.5 million on which the Group made a profit after tax of £620,000. The Group's interim results for the six months ended 30 June 2015 showed a similarly strong performance generating profits after tax of £356,000, up 30 per cent. on those achieved in the same period in 2014. Operational cash generation over such six month period was £558,000 and resulted in cash at bank at 30 June 2015 of £2.0 million. Consolidated net assets as at 30 June 2015 grew to £2.8 million. The Board believes that the Company operates in growth areas and that it has the products and services plus available technical and technological skills to develop new products as well as the sales and marketing abilities to become a larger and more successful operator in each of the sectors in which it operates. The Group's relationships with its predominantly international 'blue chip' and government agency customer base and their strength, often global, in the sectors which the Company serves gives rise to the opportunity to develop the Company's business through the provision of good quality professional service in support of its existing and future product ranges. Investment in new rail transport rolling stock has continued to benefit from government initiatives around the world and a number of independent studies suggest that this is unlikely to change in the foreseeable future. The Directors are confident that UK rail operating franchise renewals over the coming years will result in new opportunities for the Company's products and services. The Company's position as a long established 'value added' re-seller within the UK defence industry is expected to continue to provide a platform to develop this area of the Group's business. Further, the Board believes that with additional management attention and resources being devoted to it, the Emergency Services has the potential to make a larger contribution to Group revenues and profits. It is these business strengths and confidence for the future which have led the Board to recommend that the building blocks to create distributable reserves be put in place. etc"

Firstly, L&G (UTM) have notified they now have above 3%: Http://www.investegate.co.uk/quantum-pharma-plc--qp--/rns/tr-1--notification-of-major-interest-in-shares/201510230700061899D/ And FUM announced that MED2002 as an unlicensed medicine will be reimbursed by the NHS: Http://www.investegate.co.uk/futura-medical-plc--fum-/rns/nhs-reimbursement-for-med2002-as-a-special/201510230700051849D/ "Futura Medical plc (AIM: FUM), the innovative healthcare company focused on advanced transdermal technology, announces that the NHS Business Services Authority has confirmed that prescriptions for MED2002 as an unlicensed medicine will be reimbursed by the NHS. Earlier this month, Futura announced an agreement under which Quantum Pharma Plc (AIM: QP.), a leading UK manufacturer and supplier of unlicensed medicines, will make MED2002 available as an unlicensed medicine, or "Special". etc"

These are big contracts for a mere £9m m/cap company, but in particular the fact that it's repeat business is very encouraging and a big vindication for the company.

250,000 shares and another 95,000 shares bought at 20p in the last 2 days.... A great new endorsement for SCE's products - "What Makes the BAC Mono Faster Than a Ferrari"? SCE's brakes of course..... Http://www.designnews.com/author.asp?section_id=1366&doc_id=278974&dfpPParams=ind_183,industry_auto,bid_318,aid_278974&dfpLayout=blog "You Won't Guess What Makes the BAC Mono Faster Than a Ferrari Pat Toensmeier, 10/22/2015 What can improve sports car performance? This is what Neill Briggs, director of product development and co-founder of Briggs Automotive Co. Ltd. (BAC), asked during a presentation at the Autodesk Accelerate conference in Boston last month. Answers from the engineers and designers in attendance included aerodynamic improvements, higher-octane fuel, and more powerful engines. No, no and no, Briggs replied. Aerodynamics affect just 2.6% of performance, only 60% of fuel energy moves a car, and 62% of energy is lost in internal combustion. For Briggs, a good way to improve performance is with powerful brakes. This sounds counterintuitive, but if anyone knows automotive performance, Briggs does. His company in Liverpool, England, developed the Mono, the world’s first road-legal, single-seat “purist supercar,” as he described it. The BAC Mono looks like a Formula 1 racer. The vehicle, which costs $250,000 and up, has a 2.5-L engine, makes extensive use of composites, and is reportedly faster on a track than an Enzo Ferrari. And while it is eye-catching, “the most important thing is that the car performs as well as it looks,” Briggs added. Briggs announced a new option for the Mono at the Autodesk conference: carbon-ceramic brakes developed by Surface Transforms (ST) of Ellesmere Port, England, with input from the UK’s Niche Vehicle Network. The brakes weigh 2.5 kg (5.5 lb) per corner, half of the steel brakes they replace. They are drop-in replacements since ST makes them in the same diameter as conventional brakes (most carbon-ceramic discs are, for performance reasons, bigger than the discs they replace). And, significantly, drivers increase speed once acclimated to the greater braking power. Briggs said that in trials a Mono with carbon-ceramic brakes posted a 2-second improvement in lap speed. etc"

...and near-term: Http://www.chroniclelive.co.uk/business/business-news/county-durhams-quantum-pharma-launch-10301468 "County Durham's Quantum Pharma to launch devices to treat side-effects of cancer treatments Updated 09:07, 22 Oct 2015 By Coreena Ford The Burnopfield pharmaceutical firm has a range of treatments ready - and a joint venture with a leading cancer treatment centre is also underway Pharmaceutical manufacturer Quantum Pharma is set to launch a series of products to combat side-effects of current cancer treatments. The County Durham group has in-licensed rights in the UK for a range of medical devices under the Mucodis brand name, and high levels of anticipation have already been generated through secured supply chains. The first product will be a mouthwash, which has been manufactured and is currently being shipped with launch expected shortly. Further products include Oromucosal Spray, designed to treat mucositis, a painful inflammation of the digestive tract that can follow chemotherapy and radiotherapy treatment. An enema and a cream for radiation dermatitis will follow soon after, their launches anticipated during the current financial year. The group is also working on a joint venture for a medical device with a leading cancer treatment hospital, which it plans to roll out around the UK and into Europe, and more details on this are expected to emerge before the end of this year. “We are excited about these products and the good news is they are coming relatively soon,” said chief executive officer Andrew Scaife. “There isn’t much work done on the side-effects so we are looking at building a franchise around them. “We are talking to health care professionals, in particular the people who work with people with cancer – mainly nurses – and they are quite keen.” etc"

...after little profit-taking. Consensus forecasts are now 13.93p EPS this year and 14.78p EPS next year. Forecast dividends are 4.64p and 4.86p respectively. 2016 2017 Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) N+1 Singer 20-10-15 BUY 12.22 13.90 4.70 13.08 14.80 5.00 Peel Hunt 16-10-15 ADD 12.04 13.98 4.66 12.77 14.73 4.91 Edison 15-10-15 None 12.30 13.90 4.60 12.91 14.80 4.80 Sanlam Securities 06-10-15 HOLD 12.10 13.60 4.50 12.70 14.20 4.70

Yet despite the recent rise SCE still has only a £10m m/cap. The potential is here for a real multibagger if all goes well.

Nice 50k buy at 94.25p just reported.... Also FYI, two interviews with Finncap's analyst and HAYT's CEO post-results and the acquisition. Interesting that the CEO is prepared to definitively state that the share price is undervalued at present: Http://brrmedia.co.uk//event/140467/partner/finncap Http://brrmedia.co.uk//event/140452/partner/finncap

Terrific new video about Blancco: https://vimeo.com/137145832 In summary, Blancco is a "multi-billion dollar addressable market", with 94% gross margins, >25% growth every year. It's easily the market leader in and is aiming to be the "de facto standard for data erasure on the planet". Phew :o)) Looks like yesterday's Capital Markets Day teach-in went well - buying coming in at 205p now.

.....last night, and very bullish it was too, not only about growth in the USA, but also about their licensing model which is also aimed at the Far East and elsewhere. I note in particular that in-park revenues are "very strong" - this reflects well on ACSO's products: Http://seekingalpha.com/article/3586006-six-flags-entertainment-six-james-w-p-reid-anderson-on-q3-2015-results-earnings-call-transcript?part=single "Fourth, in-park revenue growth continues to be very strong. Year-to-date, we have generated more than double the revenue growth in absolute dollar terms than we registered for the whole 2014 season. The growth primarily came from food and beverage sales..."

Huge volumes yestreday, followed by an immediate tick up. Clearance of an overhang perhaps? The 2.158m could well be the remainder of Dustin Dryden's holding, in which case that would certainly be a big overhang cleared. And expansion news re GMAA's partner Wheels Up: Http://www.ch-aviation.com/portal/news/40598-us-subscription-carrier-wheels-up-eyes-euro-ops-in-2016 "U.S subscription carrier Wheels Up eyes Euro ops in 2016 01OCT2015 Wheels Up (Teterboro) is planning to venture into the European market in late 2016 using part of the USD115 million in additional capital it successfully raised from funds and trusts managed by T. Rowe Price Associates, Inc., Fidelity Management and Research Company, and NEA. Europe is attracting a number of subscription-based start-ups such as Take Air (Antwerp) in Belgium as well as Texas-based firm Rise (Dallas Love Field) which plans to set up a Rise Europe (London City) subsidiary early next year. Kenny Dichter, founder and CEO of the New York-based All-You-Can-Fly membership start-up, said the funds would also be used to fuel the company's US expansion as well as to enhance its IT platform, which includes a unique member-to-member ride-sharing feature. "Wheels Up is a disruptive force and is democratizing the private aviation space with its unique membership model, which broadens the addressable market, and its partnership with Textron Aviation to exclusively offer the Beech (twin turboprop) King Air 350i, one of the world's most iconic airplanes, in fleet format," Dichter said. Founded in 2013, Wheels Up has 105 King Air 350is on order from Hawker Beechcraft (Wichita Beech Factory) of which thirty-nine have already been delivered with the remainder due to be delivered through 2018. Gama Charters, the US subsidiary of UK firm Gama Aviation (GMA, Farnborough), dry leases and serves as the sole operator for the Wheels Up King Air aircraft. The UK parent will likely act in the same capacity for Wheels Up's European services".

Singer's forecasts are now - year to 31/1/16 - 6.5p EPs (with a 1.5p dividend) - next year - 10.3p EPS (with a 1.8p dividend) Which at 116p makes QP. pretty cheap imo given that we're so close to next year already, and that this year's acquisitions make fast growth over this year nailed on.

This morning's RNS from Merlin of a JV to launch new attractions, including a LEGOLAND, "throughout China" should give a nice leg-up to ACSO's business: http://www.investegate.co.uk/merlin-entertain--merl-/rns/joint-venture-with-china-media-capital/201510210700068923C/