Member Info for rivaldo

...and up to $4 in the USA.

Encouraging to see Proteus, one of Touchstar's major and most longstanding partners, boasting about lots of success recently: Http://www.proteussoftware.com/news "Proteus ends the year on a high 23rd Dec 2014 2014 has proved very successful for Proteus and draws to a close with 3 new business wins. David Gray CEO says " We are delighted with the outcome of 2014. We are looking forward to continuing the success into 2015." More details of the new business wins will be announced in the New Year." And: "Success brings expansion to the Proteus team 27th Nov 2014 Due to a series of new business wins, and growth plans for 2015 Proteus is looking to expand still further our Project Implementation team. We are actively seeking to recruit an experienced Warehouse Professionals with application software knowledge and operational experience....."

There can't be much stock around given this rise on small volumes. Hopefully the Daily Mail's readership will continue to buy for a while yet after that tip for 2015.

Good to see 2015 starting brightly. With AKR's $10.2M cash pile not too far off the entire £11M m/cap there's still plenty of upside here imho. Hopefully the NASDAQ price will continue to gain momentum, at least back to the $5.50 IPO price, which would equate to around 350p here in the UK.

Excellent news - as posted elsewhere, "The US Patent Office has just rejected Universal Studio's patent application for their own "QUEUE MANAGEMENT SYSTEM AND METHOD" because it is too similar to US20040225540, which is an Accesso patent. This means that if Universal Studios wants to develop their own next-generation queueing system to compete with Disney, they will have to go back to the drawing board or cooperate with Accesso. The full record of applications and rejections can be found at http://portal.uspto.gov/pair/PublicPair in application number 13/491289" So "Universal can either 1. Pay out a large consultancy fee and have accesso do the next gen system for them 2. Pay out a large licensing fee for the use of our IP and do it to their plan 3. Consider other options with accesso such as further developing their current relationship and parks using our current technology and that could include a bid but I doubt that as there are now three or four very large customers who may not like another leisure park owner having control of the IP...." TB has had a twinkle in his eye when discussing the value of ACSO's patent portfolio, and we are now starting to find out why. Hopefully substantial and recurring income will be coming ACSO's way from Universal in one form or another - and then from others, perhaps not just from the theme park sector.

and a sudden flurry of buys just now. Someone's keen o get in just before the year end. Hargreave Hale topping up again?

It's also worth noting that the current price on the NASDAQ is $3.99, or around 254p - quite a lot higher than the current 227p UK price, so perhaps a buying opportunity for UK buyers: http://finance.yahoo.com/q?s=AKER&ql=0

The price just ticked up on a small 20k buy at 4.85p - evidently not much stock around.

The Daily Mail have tweaked their page of tips for 2015 and now include the narrative for AKR's tip as follows - note that the m/cap is only £11m, not the quoted £15m: Http://www.thisismoney.co.uk/money/investing/article-2890431/Shares-vote-2015-Daily-Mail-s-City-reporters-reveal-market-tips.html "Ian Lyall - Akers Bioscience If you look at the share price chart of Akers Bioscience you’d think it hadn’t been a particularly clever year for the diagnostics company. Yet in the past 12 months it has done everything it said it would. The company has developed a rapid test for an allergic reaction to the blood thinner heparin. In the developed Western medical system it offers a cheap and very timely alternative to the current lab tests. In developing economies such as China, where there currently are no lab tests, it will go on to be the gold standard diagnostic. Indeed the group received its first big order (for £640,000) from the People’s Republic. There is the promise of more of these deals next year as Akers continues to sign distribution agreements. Broker finnCap says the firm will break even in 2016; however at the current run rate the golden milestone could come much earlier. It has around £8million of cash in the bank – enough to last three years – and is valued at just £15.5million. The heparin test is the first of a number of potential big sellers rolling off the Akers production line, including rapid diagnostics for lung cancer and cholesterol."

This review of 2014 is from Brazil "Peppa Pig", the true children's television phenomenon 2014 ... You can question everything, that drawing is sometimes stultifying, which is silly, too boring to repeat your size level, but the success of it in Brazil, and especially in 2014, is unquestionable . "Peppa Pig" is the true child phenomenon in 2014, and there is no denying. Http://natelinha.ne10.uol.com.br/colunas/2014/12/27/peppa-pig-o-verdadeiro-fenomeno-infantil-televisivo-de-2014-83869.php

Good to see XLM continuing to climb, hopefully prior to a year end trading update which will confirm the company on a historic ex-cash single-figure P/E. And I'd assume more earnings-enhancing acquisitions to come.

HAYT are on course to achieve: This year : 7.4p EPS, 1.3p dividend Next year : 8.1p EPS, 1.4p dividend Which would make the current share price extremely cheap.

Nice 100,000 buy at 4.72p this morning. Post the recession dip, BVM will now be able to post EPS growth as follows: 2015 forecast - 0.7p EPS, 0.15p dividend 2014 forecast - 0.5p EPS, 0.13p dividend 2013 actual - 0.4 EPS, 0.1p dividend 2012 actual - 0.33p EPS, 0.1p dividend That's 21%, 25% and 40% EPS growth, and a 2015 prospective P/E of only 6.4. Plus a 3.3% yield.

Excellent news: http://www.thisismoney.co.uk/money/investing/article-2890431/Shares-vote-2015-Daily-Mail-s-City-reporters-reveal-market-tips.html#newcomment Shame the online version has somehow omitted the narrative....

It's been a decent 2014 for VLE, with a 14% rise in a poor market, especially for AIM stocks. But a lot more to come imo for 2015, especially once the 2014 results are released with what should be continuing further improvements - and say £12.5m-£13m of cash against a £12.6m m/cap (especially as there's been almost no buybacks in this H2).

As follows: Http://www.thetimes.co.uk/tto/money/article4306555.ece "James Fisher James Fisher provides specialist marine services — from tanker chartering and crew management to security — often sold as contract packages for oil rigs. The group’s breadth of expertise effectively limits competition. Sheridan Admans, of the Share Centre, says: “This pick is for growth investors looking for a company that provides niche services around the globe. “The decline in the oil price is not expected to impact trading at the group’s offshore oil division, as the majority of its work is linked to maintenance and production, rather than exploration. Directors recently bought shares and an improving cash flow could have the potential to boost dividend growth.” "

Interesting from this new Shares Mag article that "profits could double over the next three years". That would imply say 45p-50p EPS, which would further suggest a share price between say 750p-1000p. Very nice indeed: "A proposed reverse takeover of global business aviation services group Gama by Hangar8 (HGR8:AIM) is a faster route to scaling up operations to compete in a growing global market place and has lit a fire under the company’s share price. If successful, the deal will lead to the newly named Gama Aviation being one of the five largest operators globally in the privately owned passenger jet aircraft space. Hangar8 is up more than 29% year-to-date as the manager and operator of privately owned passenger jet aircraft has been shifting its strategic focus away from the traditional short-term charter revenues and more towards a dedicated full-service management operation. A growing range of in-house services is being complemented by new additions to the fleet. This is seeing Hangar 8 make a concerted effort to replace smaller light jets with long-range heavy jets in response to the growing market demand for intercontinental business air travel. The group now has 27 long range heavy and super-heavy aircraft out of a fleet of 47 revenue- generating aircraft overall. In November total revenues for the year to the end of June came in 26% higher at £65 million. At the same time, gross profit came in 25% higher at £10.3 million. Over the past two years, the group has consistently delivered gross margins at 16% and adjusted earnings before interest, tax, depreciation and amortisation (EBITDA) in the year to June was up 32% at £2.66 million. House broker Cantor Fitzgerald sees the deal generating strong profit growth and free cash. The two businesses certainly enjoy a complementary geographical coverage; they have a good operational fit and have been pursuing similar growth strategies built on a profitable and apparently robust business model. Cantor maintains that ‘profits could double over the next three years due to a planned increase in aircraft under management, cross-selling of services, cost synergies, further development of ground operations such as engineering, and growth in Asia through a new strategic partnership.’... ... If successful, the Gama deal will see the emergence of a global player and a one-stop shop for specialist services in the private jet segment."

it seems Peppa is becoming a must-have in the USA: Http://www.nydailynews.com/entertainment/tv/peppa-pig-fast-hit-preschool-set-article-1.2049921 "'Peppa Pig' is fast becoming a hit for the preschool set on Nickelodeon The animated show about a little girl pig originated in the U.K. and has been popular there for a while; its producers will make a bundle in merchandising BY Don Kaplan / NEW YORK DAILY NEWS / Sunday, December 21, 2014, 2:00 AM She's a cute little slice of bacon — worth more than Fort Knox. “Peppa Pig” might be only a children’s cartoon on Nickelodeon, but the creators of the U.K.-made kids’ show stand to rake in in more than $1 billion in global merchandising revenues in 2014. The show consists of gentle five-minute shorts that follow a sweet pre-school aged pig named Peppa who loves jumping in mud puddles. The little piggy lives with her parents and her little brother, George and enjoys playing with her best friend, Suzy Sheep, visiting Granny and Grandpa Pig, laughing, and making loud snorting noises. “It’s an adorable show with a really strong female character, with a very specific point of view,” says Teri Weiss, executive vice president of Nickelodeon Preschool. “She’s got a tremendous amount of confidence and a real sense of self that I think both boys and girls respond to.” Each episode features everyday activities and themes that preschoolers can relate to, such as going to the playground, swimming, riding bikes, visiting grandparents and having play dates. It airs several times a day, but can regularly be found at 7 p.m. on Nick Jr. The show, made in England, made its U.S. debut on Nickelodeon back in 2007, but had already been a big hit in the U.K. for three years. It remains so popular in Europe that there’s even a theme park: Peppa Pig World in Hampshire, England. “Peppa Pig” has been a hit for years in the U.K., and is now making serious inroads here in the U.S. In the U.S., even after a few years, “Peppa Pig” is growing, delivering a healthy 866,000 total viewers every day with ratings up double digits compared to only a few months ago. Yet, despite its popularity , Nickelodeon doesn’t benefit much from the show’s merchandising, as the rights are still owned by its producers in the U.K. Still, the show is a huge draw for the network’s preschool channel Nick Jr. “I think that Peppa has a real relatability,” says Weiss of the cartoon character’s popularity. “She really captures the true voice of a child. “One of the things that is so striking about Peppa is that she finds the extraordinary in everyday experiences,” says Weiss. A favorite moment from the show, she says, is an episode in which it’s raining and Peppa is trapped in the house. By the end, she and her dad are outside jumping in mud

Good to see the share price rising today on just a 3,600 share buy - perhaps it's hard to find any stock. CRE has been tipped in the IC - strip out the cash pile and CRE are still on a single-figure P/E, with a foreign exchange benefit set to boost H2 as well: "The re-rating I predicted at small-cap marketing communications company Creston (CRE: 129p) has worked out a treat and last week the shares had now run up into the middle of a historic price band between 130p and 135p, and to within pennies of my year-end target price of 135p (‘Buy the break out’, 4 November 2014). In the current market environment a 10 per cent gain during which time the market is down around 4 per cent is not to be sniffed at. That said, there are sound reasons to continue to run with the position. Interims at the end of last month demonstrated solid organic growth: like-for-like revenues rose 4 per cent to £37.1m and drove up pre-tax profits by 9 per cent in constant currencies. True, the strength of sterling clipped 3 percentage points off that profit growth rate when Creston reported its numbers, but with sterling falling back almost 4 per cent against the US dollar since the September half-year end, and around 7 per cent below its first half average, this first half forex headwind has turned into a second half tailwind for Creston. Operationally, the company is performing well. Significant new business wins include contracts with Danone, McCain and insurer Allianz. Digital is a key component of this growth as this segment now accounts for over half of all revenue. It's higher growth, too, as global internet advertising spend is forecast to grow by almost half in the next four years. Creston domestic bias is also working in its favour as over two-thirds of revenue is generated in the UK, a country with the highest economic growth rate in Europe and also the largest internet advertising market. And there are obvious cross-selling opportunities across the business to create a more integrated agency group, an area the board are targeting with its Unlimited brand. A £6.3m cash pile, worth 10p a share, provides ample funding to pursue organic growth and make selective acquisitions in the digital marketing. Trading on 11 times full-year earnings estimates, and underpinned by a 3 per cent yield, I would continue to run your profits if you followed my buy advice last month."

Good to see some attention being paid to the transformation happening here: Http://michae1mouse.blogspot.co.uk/2014/12/my-2015-stock-choice-will-it-double-in.html