Member Info for rivaldo

As pointed out elsewhere, the recently announced Lloyds Bank sell off of £2bn worth of shares should generate loads of paperwork for CMS to print. In addition, the Government is to encourage very small shareholdings of £1,000, so this will generate lots more printed matter over the coming years for all those small shareholders.

Http://www.edisoninvestmentresearch.com/research/report/keywords-studios3 Conclusion: "Valuation: Growth and changing business mix profile warrant valuation premium Keywords is trading on an c FY16e EV/EBIT of 12x, broadly in line with its localisation peer group median. However, the company benefits from significantly higher growth prospects, with much of the growth taking place in the higher-margin art production vertical. Therefore, direct comparisons with localisation companies are becoming less relevant over time. With the added potential for further accretive acquisitions, we believe that Keywords should be trading on a higher multiple. This would result in additional upside from the current share price."

Liberum have a 190p valuation here and say Buy today: Http://www.dakotafinancialnews.com/creston-plc-receives-buy-rating-from-liberum-capital-cre/485907/

....of the new wellness tests: Http://www.investegate.co.uk/akers-biosciences--akr-/rns/commercialization-of-new-breath-tests/201510060700123038B/ "Akers Biosciences, Inc. Commercializes New App-Enabled Tests for Health and Wellness Industry and Consumers Akers Biosciences, Inc. (NASDAQ: AKER) (AIM: AKR.L), ("Akers Bio" or the "Company"), a medical device company focused on reducing the cost of healthcare through faster, easier diagnostics, announces that all development specifications have been finalized and production has commenced for its two transformational breath tests designed for the health and wellness industry and consumers. Akers Bio is launching the BreathScan OxiChek™ ("OxiChek") and BreathScan KetoChek™ ("KetoChek") tests this week at the Supply Side West conference in Las Vegas, Nevada. The conference focuses on dietary supplements and sports nutrition, two key markets for these new products. OxiChek is the first disposable breath test to rapidly determine levels of oxidative stress (free radicals) in the body. OxiChek measures the most abundant free radicals including superoxides, hydrogen peroxide and aldehydes - unlike some pre-existing devices which measure only one. Frequent use of OxiChek may help consumers and professional clients manage and adhere to their regimen of nutritional supplementation for management of oxidative stress, which is implicated in many diseases, including cardiac, cancer and arthritic diseases. KetoChek, and the Company's non-quantitative version, METRON®, are the only disposable breath-based diagnostic devices that rapidly determine if the subject is in the optimal fat-burning state for weight loss, known as ketosis. Achieving a state of ketosis - as indicated by the measure of breath ketones - is a goal of many individuals following low carbohydrate diets. KetoChek is a simple, non-invasive test to identify, track and quantitatively monitor breath ketones for individuals interested in maximizing weight loss... .."The response to the Akers Wellness products has been overwhelmingly positive," said Raymond F. Akers, Jr. PhD, Co-founder and Executive Chairman. "We launched our first product, METRON®, into this market last month, including through the Amazon marketplace. Now, the Company is expanding its market reach through our efforts at Supply Side West, targeting multi-level marketing companies in the nutraceutical business, fitness and weight loss centers, chiropractors, and anti-aging medicine physicians. The Company is aggressively seeking distribution into these market segments," continued Dr. Akers. "We believe that consumers are increasingly looking for personalized health, and that the BreathScan platform will provide the footprint for the Company to enter into the new era of digital medicine. Our new health and wellness products are poised to make an impact now as we commence

VENN are still on the lookout for more acquisitions: Http://www.independent.ie/business/irish/richardsons-venn-life-sciences-eyes-eastern-europe-after-buyout-31560000.html "Richardson's Venn Life Sciences eyes Eastern Europe after buyout Irish clinical-research business Venn Life Sciences is eyeing up acquisitions in Eastern Europe after agreeing to buy a Dutch business for up to €6.5m. CEO Tony Richardson, formerly boss of pharmaceutical company Alltracel which was sold for £20.8m in 2008, said the AIM-listed Venn has "talked a lot as a company about getting full European coverage. "At the moment, our locations are all pretty much in Western Europe, so we're looking at Central and Eastern Europe, trying to get some footprint and capability out there and we've had a couple of discussions. They're fairly early-stage, though. "We're looking at one or two other opportunities, nothing hugely developed at the moment." Richardson said Venn's priority after the acquisition of the Dutch business, Kinesis, is to grow by cross-selling the different services within its business. "Combined, we've got a really good client pool to go back to now, with a more complete service offering. "We do clinical trials management in what we call phases two to four. "In summary, that's where you're giving a drug or medication to patients or people who have a particular condition, with a view to hopefully having a submission to a regulator at the end of that process. "Kinesis do everything up to that stage, so if you're a biotech company they would help you to formulate and optimise your compound," he said."

The IC features HVN positively, saying Hold, and noting Numis' 9.1p EPS forecast and the 4.3% divi yield. Panmure Gordon have higher forecasts now, with 9.38p EPS for the year ending in 3 months' time, and 10.3p EPS next year: Http://www.investorschronicle.co.uk/2015/10/02/shares/news-and-analysis/strong-us-growth-at-harvey-nash-ZOsr8tuRUmIsNXntDz0FXL/article.html

Https://www.youtube.com/watch?v=n3IYf9oxO-s "Published on 1 Oct 2015 Raymond Akers, chief executive of Akers Biosciences (LON:AKR), reckons the global heparin-induced thrombocytopenia (HIT) test industry is not far away from being valued as a US$1bn market. Akers is a front runner in the space and has distribution for its own HIT test in every major diagnostic market after inking agreements for India, Germany, Italy and Scandinavia. Millions of patients are exposed to heparin around the world each year and between 1% and 5% of those patients receive a HIT diagnosis. The test is the only US and EU cleared rapid test to detect a potentially fatal allergy to the widely used blood thinner, heparin. That allergy reverses the effect of heparin and turns it into a clotting agent, which is clearly very dangerous."

Per this news report: Http://www.jmp.co.uk/forward-thinking/update/destination-growth-case-regional-railways Extracts: "Destination Growth: The Case for Regional Railways Submitted by JMP News on Wed,30/09/2015 - 13:21 The Passenger Transport Executive Group pteg today launches a report by JMP about regional railways in Britain - what they do now, and what they could be doing in the future. Project Director Alan Beswick explains...... This has been a fascinating job to work on. We have taken a long hard look at Britain’s regional railways and we have been myth-busting, as we unpick the idea that regional railways are the Cinderella service of the rail network, and we have been developing and then quantifying scenarios for how they could develop in the future..... By preparing a set of theoretical but plausible scenarios for the future featuring a rolling programme of investment to revolutionise regional railways and deliver exciting and transformational change we have shown that the regional rail network could deliver benefits of as much as £10.5bn per annum at current prices. Around a quarter of this arises from increases in GDP, as a result of agglomeration benefits from bringing cities closer together and by improving access to labour markets. Cost benefit analysis shows that the investment represents very high value for money with every £1 of investment delivering £4.36 of benefits, relative to a ‘business as usual’ approach. Just as importantly, with a concerted long term approach to investment over 30 years it is possible to both reduce operating costs and raise demand significantly. This would help move the regional rail network from its present situation of requiring a substantial level of subsidy, to one which operates close to breakeven....."

Logitech hires Creston agencies Fever Unlimited and Things Unlimited to six-figure UK brief October 02, 2015 Http://www.prweek.com/article/1366823/logitech-hires-creston-agencies-fever-unlimited-things-unlimited-six-figure-uk-brief Global PC and tablet accessories provider Logitech has appointed Creston agencies Fever Unlimited and Things Unlimited to a UK PR and social brief believed to be worth six figures, PRWeek has learned. The agencies replace Brands2Life, which continues to handle Logitech’s B2B comms. It follows a competitive pitch for the retained brief that included the incumbent agency. Logitech was founded in Switzerland in 1981 and operates in 100 countries. It is listed on the Six Swiss Exchange and the Nasdaq Global Select Market and has a market cap of $2.27bn (£1.5bn). Logitech also owns speaker brand Ultimate Ears. The company confirmed the appointment of Fever Unlimited and Things Unlimited but declined to comment, as did the agencies. Brands2Life co-founder Sarah Scales told PRWeek: "We worked with Logitech for more than ten years and we participated in the tender process in July. We are very proud of our work and we wish Logitech all the best with their new partner. We still look after Logitech B2B."

Indeed threeputt. RNS this morning confirms my earlier post that Oryx have completely bought out Standard Life's holding and cleared the overhang. Onwards and upwards.

Wow - RNS out showing that Oryx/North Atlantic are now above 20% and have bought another 2.75m or so shares: Http://www.investegate.co.uk/hayward-tyler-group/rns/holding-s--in-company/201510021244550853B/ Looks like they've bought out the remainder of Standard Life's holding from their 22nd September RNS, so a big overhang has been cleared. Could be time for a big re-rating if all goes well. Soon HAYT might even be on a P/E of more than single figures....

Http://www.thetimes.co.uk/tto/business/columnists/tempus/article4572412.ece "Harvey Nash Revenue £337m Dividend 1.49p It is boom time for those who let themselves out for short-term IT contracts in the UK and the United States, and a good time, too, for specialist recruitment companies, such as Harvey Nash, that find and place them. The company is keen to expand its American business — less than 10 per cent of the total — to take advantage of those hirings on the West Coast and outplacements being carried out by Microsoft. This comes with the odd disadvantage. Because of how such placings are paid for, Nash and other recruiters see a strong outward cashflow as the business picks up, and this was a feature of some otherwise strong halfway numbers that puzzled some analysts. In fact, that cash outflow is a measure of the strength of the business, even if it does leave the company with debt of £16 million. Nash is also having much success placing staff in the UK financial services sector, to cope with the switch to contactless and mobile payments, for example. Gross profit was up by 6 per cent to £46.3 million in the six months to July 31. The shares added 3¼p to 98p. They sell on 11 times earnings, which looks like good value long term. My advice Buy long term Why Company is gaining from booming market in IT staff"

Nice article here, where GMAA is seen to be one of only a few stocks which fit all the criteria of a Slater investment http ://www.iii.co.uk/articles/269191/10-small-cap-growth-shares-jim-slater-would-approve "Among the rules, companies need to have a PEG below 0.75, a PE ratio below 20x, a return-on-capital-employed (ROCE) greater than 12% and earnings that are expected to grow by at least 15%. Importantly, the shares also need to have positive relative strength against the market over the past year".

Interesting interview with the CEO, in which he talks in particular about an "acquisition strategy" being kick-started after the German restructuring - now this would really get the share price moving: Http://www.recruiter.co.uk/news/2015/09/financials-technology-skill-shortages-boosts-harvey-nashs-bottom-line/ Extract: "Ellis told Recruiter the “strongest performance” came from the firm’s US operations, where revenue increased year-on-year from £22.2m to £26.9m and GP increased from £5.3m to £7.2m. “We’ve got tremendous exposure on the West Coast to the technology boom and on the East Coast to the recovering financial services market.” The company also experienced “stunning” performance in the Asia-Pacific region, which has seen a 50% increase in net fees in executive search, a market “that quite frankly hasn’t been booming worldwide”. The region contributed revenue of £4.3m, up from £2.4m in the same period last year, and GP of £2.5m, up from £1.7m last year".

Excellent news - the year end trading update tells us everything is in line with expectations, and there's been good cash generation/debt reduction: Http://www.investegate.co.uk/renew-holdings-plc--rnwh-/rns/trading-update/201510010700098182A/ I suspect it won't be long before we see more earnings-boosting acquisitions.

Results and narrative are as flagged and expected. The MMs have just marked down as a kneejerk, but AFAICS nothing has changed. We know funds will be expected at some stage, but if SCE deliver on more "gamechanger" news - as they say they will in Q4'15 or "early 2016" - then that could be at a significantly higher share price. Current trading is better than I expected in that: "the aerospace and road car sales previous shortfall has already been recovered and race car sales will be back on track over the next few months" In particular, SCE would not be allowed to conclude as follows if there were not some back-up to what they were saying: "The Board expects continuing sales growth and is confident of making further announcements during the year"

Cantor Fitzgerald reiterate their Buy with a 400p target, compared to the current 307.5p: Http://investing.thisismoney.co.uk/broker-views/

Numis certainly believe there's lots of upside from the present 98p - they say Buy with a 160p target price: Http://www.dakotafinancialnews.com/harvey-nash-group-plc-stock-rating-reaffirmed-by-numis-securities-ltd-hvn/471725/

The business as a whole looks in terrific shape, and the Balance Sheet is strong with $16m of cash/assets for resale less $2m of borrowings. In particular, the outlook statement promises much for H2 - and GMAA are hinting at "further strategic acquisitions" to come. Brief comment from the IC today - hopefully ST will pick up on these results with more commentary: Http://www.investorschronicle.co.uk/2015/09/30/shares/news-and-analysis/news-tips-entertainment-one-sainsbury-glencore-more-JIt7GcZWkq0radfKb0q2cL/article.html "Simon Thompson recommendation Gama Aviation (GMAA), the private jet business which reversed into Air Partner to gain a London listing, has issued strong results for the six months to June. Revenues rose by 22 per cent to $191m against a pro-forma $157m for last year while underlying profits were 69 per cent higher at $4.9m. " Here's the confident outlook statement: "The Group enters the second half of 2015 in a strong position and the Board remains confident about the outcome for the full financial year. The business is experiencing strong growth in many of its global divisions underpinned by its high quality revenue streams. Trading in the US region has continued its positive momentum since the period end and the Board is pleased with the trends being seen in the Group as a whole. With the integration now completed, synergies anticipated to be realised through the second half of the year and the business now being positioned to leverage off our increased scale, breadth and depth of service offering, Gama Aviation has a strong platform from which to deliver on-going organic growth whilst also looking to pursue its strategy of adding value enhancing acquisitions to the Group. The Board therefore looks to the future with confidence".

Panmure have reiterated their Buy and 129p valuation: Http://www.dakotafinancialnews.com/harvey-nash-group-plc-given-buy-rating-at-panmure-gordon-hvn/471482/ HVN looks cheap to me at 98p. With the seasonally better H2 coming up, HVN are in a decent position to match or exceed expectations of 9.42p EPS, with a 3.71p dividend. Currency headwinds are also receding somewhat with both the Euro strengthening slightly and the pound weakening against the dollar. At constant currency rates this H1 could have been an absolutely terrific half for HVN rather than just a pretty decent one - with HVN being so confident for H2, perhaps this half could be really good.