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On the BRY web site: http://www.bradyplc.com/news/aludium-opts-for-bradys-cloud-solution-for-metals-trading-and-risk-management Great to see the new contract win for the use of BRY's solutions by producers and manufacturers. I saw BRY at their stand yesterday at the Cenkos show in London. Everything seemed positive and optimistic. I pressed on whether there would soon be news on further acquisitions, but of course couldn't get anything specific! It's been two years since the last acquisition. Given that BRY now have a likely £7m-£8m cash pile I'd hope and expect another one soon. And with results only just over a month away, which we know will be good, hopefully we'll see a run-up even without acquisition news.

Excellent presentation by Ms Lavi, the CEO for Israel - hopefully Ori (the Group CEO) was off finalising more acquisitions - who I also spoke to at the XLM stand (which was usually pretty busy). In particular, Ms Lavi stated that XLM now had $44m of net cash....they really are a cash-generating machine. I pressed Lavi on whether there would soon be any further acquisitions from the $44m cash pile, on whether XLM would soon be pushing into other sectors like financial products, forex et al, on whether they'd be expanding into other geographies etc.... Of course she couldn't be specific about anything, but I got the distinct impression that there was lots of news flow in the pipeline about one thing or another. There was also a definite belief that the imminent results - which we know will be ahead of expectations - would show everyone just how good XLM's cash flows are and would bring about a further re-rating.

Two holding RNS's from HVN yesterday, showing that Hargreave Hale have increased their stake by a mighty 1.6m shares to 8.4m, or over 11%. In particular, it's great to see in the detail of the RNS that Giles Hargreave's Marlborough Fund Managers are the driving force for the buying, heavily increasing their stake. The City will hopefully sit up and take notice that Monsieur Hargreave is so keen on HVN.

Sanlam say Buy and have a 143p valuation, cut from 150p. N+1 Singer also say Buy and have a 139p target. With a cash pile perhaps approaching £10m now - 15% of the m/cap - the ex-cash P/E is probably only around 8 or even less, given 12.5p EPS for the year about to end. The almost 4% dividend is not to be sniffed at. And CRE are on a very low price/sales ratio with around £75m-£80m of revenues. Plus there's a terrific - and loyal - blue chip client base. So imo the inherent value here is a lot higher than the current share price, whether that emerges by means of improved trading or by a bid at some point. I wonder also if CRE will use this opportunity to mop up more shares for their buyback scheme - they've been happy to buy in the recent past at these and lower levels.

Last week's RNS from LBB is rather sneaky and underhand imo. Per Finncap revenues for 2014 will now be £2.5m less than they'd forecast, due to lower than expected volumes and Agency division sales. They've changed their forecast to a loss of £0.5m (from a £0.8m PBT). For 2015 they now go for £2.4m PBT, reduced from £3.2m, and 0.07p EPS. None of this - in terms of not meeting expectations - is mentioned in the RNS. I'm not a holder as I always thought LBB looked expensive. LBB will now have to recover the trust of the City, so although the valuation is looking better now - if only on a forward basis - it may drift further until the next set of figures to June'15 and we can assess whether those 2015 figures look reasonable.

Higher-risk growth Hayward Tyler (HAYT) 82p; P/E ratio 11; dividend yield 1.6% Hayward Tyler's (HAYT) share price has tripled since summer 2013, and for good reason. The company has undergone a major restructuring, upgraded its manufacturing facilities in Luton, and exchanged one major shareholder for a collection of supportive City institutions. Now earnings are beginning to grow, and fast. Power stations need Hayward's expensive boiler circulating pumps, and its motors end up on oil rigs and deep undersea. It's a growing market, and Hayward is one of the best in the business. Earnings per share (EPS) are expected to rise by 13% in the year to March 2015, and 11% in 2016.

The share price is extremely undervalued imo on current activities, let alone allowing for any growth at all in US gaming - but OPAY are preparing for massive growth in that area anyway per this coverage. And note the emphasis on further M&A... Http://www.totallygaming.com/news/online/operator-talk-optimal-payments-targets-us-expansion "Operator Talk: Optimal Payments targets US expansion Friday, January 30, 2015 Posted by Totally gaming Despite the ongoing uncertainty over the future of the US online gaming market, senior executives at Optimal Payments have told TotallyGaming.com that the company is hoping for wider regulation of such activities in order to expand its presence in the country. etc"

Terrific news - a JV with the mighty Hutchison Whampoa has to be the perfect way to expand operations in China and the rest of Asia: Http://www.investegate.co.uk/gama-aviation-plc--gmaa-/rns/jv-with-hutchison-whampoa---directorate-change/201502020700306965D/ "Marwan Khalek CEO of Gama Aviation Plc commented: "This venture allows us to significantly build on our existing investment and infrastructure in the region and provides us with an excellent platform for revenue growth. We see Asia as a large business aviation market and one with huge potential for us. We now have the opportunity to not only serve the PRC, Hong Kong and the wider Asian market, but also link up to our strong regional businesses in Africa, the Middle East and Europe, all of which are major asset destinations for Chinese businesses and individuals. This joint venture evidences not only our commitment to the Asian market, but also our appeal to likeminded multinational conglomerates seeking to enter the private aviation services sector with scale operators." "

Good coverage this morning - I hadn't seen that Macquarie had a 645p target here.... Http://citywire.co.uk/money/6-shares-the-pros-are-buying/a795862#i=3 "Ryan and Buckle invest with EASE Citywire AAA-rated veteran ethical investor Audrey Ryan and AA-rated Iain Buckle have upped their exposure to meter management business Energy Assets Group (EASE) following a slide in its share price. The duo lifted their exposure to the business to 4.2% worth £4.9 million at a share price of 432p. Shares in the company have recovered most of their ground since a sell-off earlier in the year. Numis rates the company a buy with a price target of 530p while Macquarie Research rates it outperform with a price target of 645p. Sentiment regarding energy efficiency stocks has dropped sharply alongside energy prices since last summer. The shares are held in the team’s Kames Ethical Cautious Managed fund, with a small number managed by the company’s Kames UK Smaller Companies fund."

Two company acquisitions in the last 18 months or so show that BVM isn't a company content to rest on its laurels. Meanwhile, Novo is expanding its reach - news dated 27th Jan: Http://novoivc.com/news.aspx "Novo Announce Launch of Android Version of SkyPOS Leamington Spa, UK – 27th January, 2015: Novo IVC, a Belgravium Technologies PLC company and pioneers in providing innovative logistics process automation solutions for the airline and rail sectors, has announced today that a brand new Android version of its SkyPOS on-board point of sale solution is now available for demonstration. "Android is one of many new user interfaces that we have developed for SkyPOS," explained Bill Codd, General Manager at Novo IVC. "In the last 12 to 18 months we have seen a significant increase in the variety of mobile devices that our airline and onboard catering customers are using to deliver enhanced service throughout the duration of a flight. Our latest developments of SkyPOS will mean that our customers will be able to use the same software that they know and trust on Android, IOS and Windows based operating systems." Novo developers have utilised the organisations new Multi-Platform Software Development Suite (MSDS) to produce the three distinct OS variants of SkyPOS. MSDS offers clear advantages to both developers and clients, namely; •Shortened application development timescales •Easy to bespoke core software •Stable version management, with any new features & enhancements rapidly rolled out to all clients •Genuine multi-platform compatibility ensures new software installations are able to run on legacy hardware devices The new Android version of SkyPOS, which is trusted by more airlines than any other onboard retail solution worldwide, will continue to deliver the same powerful functionality to facilitate onboard sales optimisation. Key features of the solution include the ability to process a wide variety of payment types such as cash, foreign currency, travellers cheques and credit cards, as well as seamless integration with back office systems to improve the speed of stock and cash reconciliation."

Investec reiterate their Buy and 377p target, and yesterday N+1 Singer (the only broker who don't say Buy) put their previous sell recommendation under review, presumably in preparation for upgrading to Buy again. Hardly surprising after ETO said they'd beat forecasts! Http://www.menafn.com/1094087754/UPDATE---Peppa-Pig-sales-sizzle-for-Entertainment-One "UPDATE - Peppa Pig sales sizzle for Entertainment One Join our daily free Newsletter MENAFN - ProactiveInvestors - UK - 27/01/2015 Peppa Pig brought home the bacon over Christmas for media firm Entertainment One (LON:ETO) which now expects full year earnings to beat its own expectations. The cartoon character now a pre-school favourite saw strong retail sales across the globe in the nine months to 31 December ahead of its launch in US Walmart stores this spring. Meanwhile sales of the pink pig are on track to top US1bln globally for the firm's full year to March. The performance means Entertainment One or eOne now expects full year earnings to be ahead of management expectations despite seeing revenues down 5% in the nine months to December. The media company said a 36.8% rise in television revenues in the nine months to end-December 2014 was offset by a 13.5% decline in film revenues. A weaker film market meant the company released 191 films including The Hunger Games and the Stephen Hawking biopic The Theory of Everything generating box office receipts of US255mln. That was lower than the US380mln a year before but its acquisition of a 51% stake in US business The Mark Gordon Company at the start of this year means its film pipeline looks strong. Its TV arm recently signed a multi-year television sales agreement with Amazon Prime Instant Video for the UK and Germany. “We see a well-run and strategically valuable content business” said Investec analysts. “We believe the recent Mark Gordon Company deal while only modestly earnings per share accretive near term adds important new mid-term strategic upside for eOne.” The broker has a share price target of 377p on the stock. Shares were 7p higher at 275p."

This from last night Http://www.spreadbetmagazine.com/blog/evil-knievil-on-greece-orosur-oxus-and-the-oscars.html "I have also been topping up on Orosur (OMI) since there has been a staggering improvement in its costs and revenue. Off the top of my head it’s well over $6m p.a."

Busy by GNG's standards yesterday, ticking up on over 300,000 shares traded - and now another tick up today on a 25k buy. About to go on another run?

Certainly a very strong-sounding statement, in line with expectations of almost 25p EPS this year. Order books are hugely increased. Good to see in addition that cash generation has been good, and that the directors already feel able to reiterate their confidence for this year's results. Can't ask for more at this stage.

GAME's £29m m/cap is backed up by its £14m cash pile, which will reduce at the year end but should still be pretty weighty. Rather a nice position to be in. And if California or Pennsylvania - or anywhere else in the USA - come though then GAME will be in prime position. Even without this, going forward it appears GAME's simulated gaming is starting to be extremely successful: Http://www.sbcnews.co.uk/technology/2015/01/27/gameaccount-on-the-up-with-135-billion-virtual-credits-wagered-in-december/ "GameAccount on the up with 135 billion virtual credits wagered in December Posted by: Ted Menmuir January 27, 2015 GameAccount Network, developer and supplier of enterprise-level B2B gaming software and online gaming content, has given some context to the popularity of its Simulated Gaming product with news that 135 billion virtual credits were wagered in December. The announcement comes in the week prior to GameAccount’s appearance at ICE (stand N2-310) where it is anticipating significant interest in the social gaming product which allows players to purchase virtual credits enabling them to play their favourite slot and table games on a website which may be connected to a land-based casino. Commenting on the level of interest Commercial Director Daniel Lindsay said: “I have gone on the record as saying that Simulated Gaming has the potential to be the online phenomenon of 2015 and the interest we are receiving from land-based casino operators ahead of ICE is substantial. It (Simulated Gaming) allows operators to effectively lift their casino floor and represent it online, with all of the associated benefits of increase patron-visitation on-property and the generation of meaningful levels of new income from an online channel. It’s perfect for land-based casinos that want to offer a form of online gaming in an environment prior to real money gaming legislation being in place.” Lindsey added: ”What’s important for a casino licence holder is that they do nothing to jeopardise their licence, so we work with the operators and regulators to ensure that Simulated Gaming is fully understood as a proposition and also comply with any harm minimisation measures which need to be included in the offering. What’s critical to remember with Simulated Gaming is that it is ‘Gaming,’ not ‘Gambling’ and there’s a fundamental difference there.”"

Novartis' results this morning include this brief mention for VEC's COPD portfolio - which indicates that sales look like they're still going extremely well: "Growth Products generated USD 3.6 billion of division net sales, growing 18% (cc) over the same period last year. These products - which include Gilenya, Afinitor, Tasigna, Galvus, Lucentis, Xolair, the COPD (chronic obstructive pulmonary disease) portfolio[1] and Jakavi - contributed 46% of division net sales, compared to 39% in the 2013 quarter." And also: "Regulatory applications submitted to FDA for QVA149 and NVA237 In December 2014, Novartis completed regulatory submissions to the FDA for QVA149 and NVA237 for the long-term maintenance treatment of chronic obstructive pulmonary disease (COPD). Submissions included pivotal Phase III results from the EXPEDITION and GEM clinical trial programs, which met both primary and secondary endpoints."

Results to be ahead of expectations :o)) Http://www.investegate.co.uk/entertainment-one--eto-/rns/trading-update/201501270701111897D/ Back up to 350p pronto then.....

Nice.... Http://www.investegate.co.uk/akers-biosciences--akr-/rns/european-patent-granted/201501260700090622D/ "European Patent Granted for Akers' Rapid Blood Separation Technology Akers Biosciences, Inc. (NASDAQ: AKER) (AIM: AKR.L), (the "Company" or "Akers"), a leading designer and manufacturer of rapid diagnostic screening and testing products, announces that the European Patent Office has issued a patent surrounding the Company's novel blood separator technology and method of separating a fluid fraction from whole blood (the "Technology"). Akers was granted U.S. patent protection for the Technology in 2011. The Technology, developed and wholly owned by Akers, enables rapid blood cell separation of small volumes of whole blood, including those obtained from finger stick samples. By utilizing the Technology, serum or plasma samples are extracted within 30-90 seconds and are ready for immediate analysis. By contrast, conventional methods of blood cell separation are labor-intensive and time consuming, taking 30-120 minutes, and typically involving blood collection and laboratory personnel as well as electrically-powered centrifuges and other specialized equipment. The Technology, which further accelerates the rate at which a test result is obtained, is marketed by Akers under the brand name seraSTAT® and forms a key component of the Company's PIFA product range (Akers' proprietary platform for rapidly detecting or measuring specific proteins or other substances through their properties as antigens or antibodies). In addition to seraSTAT®'s incorporation within some of the Company's own diagnostic tests, Akers intends to license its proprietary blood separator Technology to third parties seeking to accelerate their own testing procedures by facilitating the blood cell separation process as a component of their test. "We believe the Company's blood separator Technology has a wide range of potential applications and we are actively seeking potential commercialization partners and licensees in both Europe and the U.S.," said Raymond F. Akers, Jr. PhD, Co-founder and Executive Chairman of the Board. "This Technology can make blood cell separation dramatically quicker and less resource-intensive than traditional methods - with significant potential advantages related to cost savings, staff efficiency, and the ability to perform certain diagnostic tests in the field versus lab environments," continued Dr. Akers."

"Rugged display Forecasts look too cautious as Zytronic eyes new products drive We remain fans of rugged touchscreens manufacturer Zytronic (ZYT:AIM), its management and underlying robust financial strength. The Newcastle-based rugged displays manufacturer has built its reputation on outdoor applications, ATM screens in particular. But the £45 million cap is increasingly tapping new markets, such as vending machines, gaming terminals and even medical appliances, where touch-screen controls get bashed about, so kit needs to be robust. It supplies the displays for London’s ‘Boris Bikes’ terminals, for example. Full-year results to September 2014 were impressive, beating market expectations as revenues rose from £17.3 million to £18.9 million, while pre-tax profit jumped 38% to £3.3 million. Dig beneath these headline figures and there is scope for profit growth to continue outstripping sales. For example, touch revenue increased by 18% from £12.6 million to £14.9 million, and unit volumes rose from 125,500 to 139,100, underpinning an impressive hike in gross margins from 30.8% to 36.6%. Consistent investment in research and development continues to bolster the product range, with curved touch-screens among its leading projects, plus larger form factor displays that are increasingly popular among manufacturers. For example, 30-inch screen sales jumped from circa 2,300 in the year to September 2013 to 6,300 last year, and this a typical niche segment where Zytronic has built and is maintaining a technological edge, and offering scope to bolster gross margins still further. Zytronic’s balance sheet and cash generation remain terrific, with current assets five-times the size of current liabilities, while the business threw-off £4.2 million of net cash last year, versus £3.3 million a year earlier. Net cash stood at £7.8 million, worth 51p per share, providing a neat share price valuation cushion. PROVEN TOP TEAM Zytronic remains relatively small and relies on a limited number of customers. This makes it susceptible to gaps in the order book, as happened in May 2013. That threat remains to an extent, while end market visibility is not great. Yet management deserve credit for not panicking back then, instead buckling down to the job at hand. Investors are entitled to feel a level of security in the hands of CEO Mark Cambridge and finance director Claire Smith. The figures, plus optimism that robust latter year trading is flowing into the current financial year, prompted house broker N+1 Singer to up its 2015 forecasts. The analysts now anticipate £3.6 million of pre-tax profit on £19.7 million sales..... ....Strip out net cash from calculations and assume a 15-times price to earnings (PE) multiple by year end in September, and you’re looking at a share price of close to 420p, or 40% up from here. Given that the stock has previously hit

The next trading statement is due imminently as last year's was 3rd February. Hopefully another rise coming in the run-up - and afterwards :o)) A reminder that consensus from 3 analysts for the year ending soon is 12.5p EPS, with a 4.1p dividend. The year commencing 1st April sees 13.1p EPS and a 4.3p dividend.