Member Info for rivaldo

Wow :o)) A fantastic day.... - named as Merlin's global ticketing provider - trading ahead of expectations this year and "materially ahead" for next year This for "more than 100 attractions around the world including such recognizable brands as LEGOLAND® Parks, Madame Tussauds™, SEA LIFE and The Eye Brand". A billion-dollar company as per the CEO's stated ambition is indeed on the cards following a prestigious win like this.

- all on track at Luton - large new orders received - order book well ahead of last year - in particular, a first order from GE for a subsea motor. These are presumably the ones that sell for £1m+, so repeat orders from the likes of GE would bring a step-change in revenues. Hopefully this good news will see a breakout for the share price.

Looking good.

The July issue of Techinvest is now available free on their web site, so here's what they had to say about BRY: Http://www.techinvest.ie/downloads/sample.pdf "Brady (BRY; AIM) # 98.5p During the month Brady revealed that Fortum, one of the largest power suppliers to the Nordic/Baltic region, has chosen Brady’s Energy Data Management solution (EDM). Fortum Electricity Sales is a major energy retailer in Finland, Sweden and Norway, with over 1.2 million consumers. Brady boasts leadership in energy solutions for the Nordic market. In Norway alone, more than 60-70% of all physical traded power is processed via Brady EDM on a daily basis. Very strong hold / Add."

The July issue of Techinvest is now available free on their web site, so here's what they had to say about VENN, which is one of their Best Buys for H2'15: Http://www.techinvest.ie/downloads/sample.pdf "Venn Life Sciences (VENN; 21p) was also a Nap Tip for 2015 (at 17p) in the January issue this year. Back then, we reckoned the shares were overdue a significant rerating. Gain to date: 23.5%. Last month’s issue (Page 2) contained a review of progressive results for the year to December 31 last. This also noted that house broker Zeus Capital was looking for revenue of €8.22m for 2015, with earnings per share at breakeven. On June 10, a €2m contract over four years was announced with a leading European biotech company (see Page 4 for further detail). This came on the back of €4.1m in new contracts reported in March with a US based biotech (see Page 4, May issue)." VENN was also featured a second time in the issue as a straight Buy tip at 21p: "Venn Life Sciences (VENN; AIM) # 21p Venn has secured a €2m contract with a European Biotech company to manage a Phase III study in the area of Rheumatology. The study will involve multiple European countries and will run over a four year period, with most activity occurring during year one. This deal brings the value of new CRO contracts signed so far this year to more than €6m. House broker Zeus Capital commented that, since the Phase III trials are usually the most complicated and extensive, this latest contract underscores the value of Venn’s service offering and geographic coverage. Zeus expects Venn to generate revenues of at least €8.2m for the current year to 31 December with a breakeven bottom line. This compares with €4.9m revenue last year. Venn is showing it is capable of winning complex, higher value contracts. Continue to buy."

From Beaufort Securities this morning: "Petards Group (PEG.L, 10.50p) - Speculative Buy Yesterday, Petards Group released its trading update for the half year ended 30th June 2015. The company’s profitability was in line with the Board’s expectations, with substantial improvement in margins in comparison to the previous year that may be ascribed to the modified product mix. Last year, the benefits from these changes were offset by lower margin hardware deliveries to the MOD in view of the RAF's SMRE project. Further, Petards would declare its interim results for the first half on 8th September 2015. Our view: Petards strong results complement its plans to become highly profitable and cash rich. The company’s performance follows its over 100% rise in orders from MOD, Siemens, Bombardier and Hyundai Rotem along with higher number of contracts from its existing and new customers. Petards received orders worth £3m after a five-year framework deal with Siemens Mobility for the supply of Petards train related products and services. Further, the company plans to avail new opportunities in its relatively small scaled division of Emergency Services. Petards’ expects its second half to be in line with its expectations largely due to its strength of contracts and pre-orders. Going ahead, we believe the company has bright prospects owing to its increased number of contracts and higher customer acquisitions. Therefore, we maintain a Speculative Buy rating on the stock."

Ready for another move up methinks. Online you can buy a maximum of just 15 shares at 395p, whilst you can sell 5,500 at a premium at 383.66p.

Here's an opportunity at last to meet management - SOM are presenting at Sharesoc in September: http://www.sharesoc.org/seminarsep2015.html Looks like SOM are ready to start telling the investor community what they've got - hopefully they've also scheduled meetings with the rest of the City whilst they're over here.

UNXL have today announced they've sold the 1 millionth touch screen sensor from their (previously Atmel's) Colorado Springs facilty..... Http://finance.yahoo.com/news/unipixel-delivers-one-millionth-touch-120000640.html "SANTA CLARA, Calif., July 28, 2015 /PRNewswire/ -- UniPixel, Inc. (UNXL), a provider of Performance Engineered Films™ to the touch screen and flexible electronics markets, announced today that during the current quarter it delivered the one millionth touch screen sensor produced at its Colorado Springs, Colorado manufacturing facility. The sensors were produced and delivered under purchase orders generated by both Atmel Corporation and UniPixel. UniPixel acquired the Colorado Springs facility from Atmel in mid-April 2015. Mr. Jalil Shaikh, chief operating officer of UniPixel, said, "The shipment of the one millionth sensor from the Colorado Springs fab is an important milestone. It is a testament to the focus and dedication of the team in Colorado Springs to deliver solutions that meet our OEM customer's needs. I am confident that the innovation that originates in our Silicon Valley engineering group, coupled with the talent in our Texas material science lab, will continue to produce touch screen solutions that OEM manufacturers will seek to feature in their computing devices. Our goal is to build a manufacturing operation that is increasingly responsive to the needs of our customers in providing high quality touch screen technology that differentiates their products in their respective markets. We are pleased to have achieved this important milestone." UniPixel's XTouch sensors support features such as narrow borders, curved touch surfaces and even edgeless touchscreens while achieving improved linearity, reliability and thinner sensor stacks. As an alternative to traditional touch sensors, XTouch provides the ability to turn unique touch-based concepts into functional designs at lower total system costs."

A decent update today, with some confidence expressed even at this early stage that forecasts of 1.5p EPS for the year, or around £0.7m PBT, will be met. I'd expect around £0.25m-£0.3m PBT for this H1, given the H2 weighting. The current £4.2m m/cap, with a reasonable Balance Sheet, still looks good value to me on that basis. Apparently WH Ireland have reiterated their 18p target.

News of major works being carried out by AMCO on a long-term project through to 2017 to electrify the railway from Walsall to Rugeley: Http://www.railengineer.uk/2015/07/24/walsall-to-rugeley-electrification-the-chase-line/ The encouraging conclusion is that: "The electrification of this West Midlands route has emerged as a positive illustration of the new electrification design and construction methodologies. The experience gained will be fed into the many similar schemes now being proposed to expand the electrified portion of the United Kingdom rail network"

.....opening a new office in Reading - "in order to meet the demands of our growing client base and order book": Http://www.jmp.co.uk/forward-thinking/update/stacey-joins-head-new-reading-office "Stacey joins, to head new Reading office Submitted by JMP News on Mon, 27/07/2015 - 09:36 JMP has opened a brand new office in Reading, coinciding with the arrival of new Director Richard Stacey from RPS Group. Richard, who has over 25 years experience gained with Devon County Council, Oscar Faber (now AECOM) and WSP was employed by TPK/RPS for 16 years where he was an Operational Director managing the Transport and Highways teams in London, Birmingham and Oxford specialising in development planning for the private sector. He has worked across a broad sector range on a national basis including residential, commercial, retail, leisure and energy projects – as well as public inquiry expert witness and Appeal work. Alan James, Executive Director at JMP said: “We are delighted to announce the opening of the Reading office. Each of our offices across the country is positioned to enable us to support our specialist service offer with local knowledge, expertise and contacts. Reading was the next logical step for JMP in order to meet the demands of our growing client base and order book. Recruiting Richard to head up the new office is also a major boost for us as we seek to further strengthen our business in the south.” JMP now has eleven offices nationwide, covering London, Reading, Bristol, Birmingham, Leeds, Manchester, Liverpool, Newcastle, Glasgow, Edinburgh and Aberdeen. Richard Stacey, said: “I am pleased to be joining such a progressive company at this exciting time for the business. Reading presents an excellent opportunity to expand our geographic coverage and client portfolio and I look forward to working with the team in ensuring the success of the new office”."

You were saying...:o)) Hindsight has now shown selling to be correct, with the price down to 1162p. FSJ have already stated that this year's upcoming H1 results will be worse than last year's. Offshore Oil will obviously be suffering in particular. Investors are selling off in anticipation of these results in late August, particularly as FSJ are on a reasonably high P/E of 16 or so. This was fine when FSJ were on a growth path, and was why I was happy to hold, but now that the outlook is uncertain - FSJ have to deliver on their promise that H2 will recover the H1 decline - the valuation looks somewhat stretched. Happy to buy back in if and when the numbers look better as FSJ is a good company, but will wait on the sidelines for the moment.

Great PR for NCC in yesterday's Sunday Times, in a huge article about the threat from hacking in all sorts of ways... Http://www.thesundaytimes.co.uk/sto/newsreview/article1585089.ece Extract: "In last week’s case of the Jeep Cherokee, the American hackers in question turned out to have honourable intentions: Charlie Miller and Chris Valasek are security experts who tipped off the car’s manufacturer, Chrysler, before they showed reporters from Wired magazine exactly how they commandeered the Jeep. Chrysler has already issued a software fix for the flaw that enabled the two hackers to control the car from a laptop more than a mile away. Yet the threat appeared far from over when a British company, NCC, revealed that another flaw in the modern generation of computerised car infotainment systems had allowed its researchers to seize remote control of a car via DAB (digital audio broadcasting) radio. “We took over the infotainment system and from there reprogrammed certain pieces of the vehicle so we could send control commands,” NCC’s Manchester-based research director, Andy Davis, told the BBC. It was, in short, a difficult week for guardians of cybersecurity, compounded by the revelation that the confidential customer files of the Ashley Madison dating site had been seized by hackers who threatened to expose a world of hurt for up to 37m wannabe adulterers. Clearly, it surprises few people these days that even the most secure of websites — from Nasa, the Pentagon and the White House downwards — have trouble fending off cyberattacks. Barely a week passes by without a giant of commerce lamenting a data breach. "

Made4net appear to be a sizeable company with a global customer base for BVM to sell into: Http://www.made4net.us/about "Made4net is a global company with office locations in North America, Europe, Middle East and Asia, servicing a reputed list of customers, at various sizes, languages, cultures and business flavors" hTTp://www.belgravium-technologies.com/news.aspx?yr=2015 "TouchStar & Made4Net sign strategic agreement Made4Net and TouchStar Sign Strategic Agreement Bradford, UK, July 24th, 2015 – Made4Net, a global leader in the provision of supply chain execution software, today announced that it has established a marketing partnership with TouchStar Technologies Ltd, a manufacturer of rugged mobile communications devices. Made4Net will now offer its manufacturing and logistics customers a complete radio frequency (RF) communications solution - based on TouchStar’s high quality terminals - to streamline warehouse and distribution operations. Made4Net and TouchStar’s combined RF-enabled warehouse management solution is proven to significantly increase customer satisfaction and profitability through enhanced accuracy and efficiency in the warehouse. The Made4Net portfolio is broad and incorporates route planning, delivery management and container freight management software modules which, again, are perfectly complement the TouchStar hardware range. The TouchStar range includes a variety of form factors including handheld mobile computers, tablet devices, in-vehicle computers etc. As Simon Fishgang, Sales Director for Made4Net UK comments : “We have worked closely with many RF manufacturers over the past decade or so. Obviously, it’s important to us that the hardware component of a warehouse automation project matches the inherent performance and reliability of our software. The majority of our clients are running time-critical logistics operations and the hardware has to provide real-time capability and, more importantly, sustain that level of performance. TouchStar hardware has an excellent reputation amongst a large established logistics client base and we are delighted to formalise our relationship.” TouchStar’s rugged hand-held and truck-mounted RF terminals present warehouse operatives with real-time instructions, such as: goods-in procedures, pick assignments, put away instructions and replenishment duties, directly from Made4Net’s warehouse management system. When these activities are completed, the RF terminals immediately provide data back to Made4Net to facilitate real-time inventory. “RF-enabled warehouse management is a very exciting development for many of our customers as the improved accuracy and productivity in the warehouse is proven to yield huge savings and increase profitability,” said Fishgang. “We are committed to offering the very latest in functionality and technology to enable clients to gain real c

Six Flags recently reported excellent Q2 results to 30/6, which should therefore reflect well on ACSO: Http://www.bizjournals.com/sanantonio/news/2015/07/22/six-flags-theme-park-leaders-thrilled-by-record.html?ana=yahoo "Six Flags theme park leaders thrilled by record rise in revenue Jul 22, 2015, 3:01pm CDT Updated Jul 23, 2015, 8:23am CDT Six Flags Entertainment Corp. (NYSE: SIX) — which operates 18 theme parks in the U.S., Mexico and Canada, including Six Flags Fiesta Texas in San Antonio — enjoyed a record financial performance in second quarter 2015, with revenue increasing 3 percent to $386 million. Six Flags recorded net income of $84.6 million in the second quarter, and company President and CEO Jim Reid-Anderson said officials are “highly encouraged by the trends … with strong momentum across all of our parks.” etc"

...and a great further endorsement for the company as the implementation of a global solution to these guys : http://www.bradyplc.com/news/global "Sims is the world’s leading publicly listed metals and electronics recycler. It has over 250 locations and more than 6,000 employees with operations encompassing the buying, processing and selling of ferrous and non-ferrous recycled metals."

Wow - a 500,000 buy at 14.25p from Tuesday was kept VERY quiet! Only just reported today, so delayed by two whole days so no-one would notice it..... Some sneaky but large interest here now.

New article in Shares Mag this week sounds rather good.... "accesso seals the deals Busy spell of new business to get investors queuing for the shares Theme park queuing and ticketing platform provider Accesso Technology (ACSO:AIM) is odds-on to beat revenue forecasts this year after a swathe of new contracts were signed off. This has sparked analysts to speculate that their own income estimates for the year to 31 December 2015 could be light, despite the existing anticipation for between 15.7% and 17.7% revenue growth this year versus 2014’s $75.1 million, creating a potential catalyst for the 535p share price. The Surrey-based firm has developed a best-in-class, cloud-based queue-beating technology platform that helps visitors avoid long lines at theme parks by allowing them to pre-book park attractions using either a wristband or via a smartphone app. More than 60 new contracts have been signed off so far this year across its ShoWare and accesso Siriusware ticketing solutions, with 16 deals alone signed since the company’s AGM on 19 May. ‘We think that, in isolation, this kind of performance leaves Accesso with room for revenue outperformance this year,’ says David Toms of broker Numis Securities, adding ‘this underwrites our expectations of circa $5 million incremental organic revenue this year and creates scope for good upside.’ Numis currently anticipates full-year 2015 revenues of $88.4 million, while number crunchers at Canaccord Genuity’s own estimates are pitched a touch lower at $86.9 million. Intriguingly, Accesso, a running Shares Play of the Week (19 Feb), supplies solutions to five of the world’s top 25 best amusement parks, according to a recent user vote on the popular travel reviews website Tripadvisor, including Cedar Point in Ohio, and Tennessee’s Dollywood park, named after world famous country and western singer Dolly Parton. Shares says:  The shares have yet to respond positively since we flagged them in February, but half-year results due in early September should spark renewed interest in the stock."

Good new interview with the CEO here: http://www.proactiveinvestors.co.uk/companies/stocktube/3963/brady-boss-pleased-with-client-wins-and-forward-momentum-3963.html - 50% of BRY's business is with traders, who benefit from price volatility, which has been and is certainly present in recent and current times - the recent global metals contract is with one of the biggest metal trading companies in the world, being used by over 200 users in 9 global locations - the other recent contract with one of the largest recycling companies in the world starts with an AsiaPac deployment as part of an eventual global deployment of BRY's solution - the recycling sector is "absolutely enormous" - the Energy division is growing as it benefits from the move away from coal etc towards renewables, benefiting from the deregulation of European power markets