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The last two years have seen trading statements on 23rd January - hopefully another one to come this time. RNS just out today- Hargreave Hale continue to increase their stake overall, with in particular Giles Hargreave's Marlborough Fund Managers topping up further - HH now own over 10% with 8.21m shares: http://www.investegate.co.uk/brady-plc/rns/tr-1-notification-of-major-interest-in-shares/201412290700307696A/

By Malcolm Stacey: Http://www.shareprophets.com/views/9737/malcolm-stacey-s-tip-of-the-year-number-2-buy-zytronic-at-302p I also note that 30/9/16 forecasts from Arden are now 26.07p EPS - with a 12p dividend. So still pretty cheap imho on a forward basis.

ETO is one of Shares Mag's tips for 2015 - here's most of the tip which I can fit into one post: Entertainment One (ETO) 299.1p Daniel Coatsworth The TV, film and music rights specialist looks set to wake up from its slumber in 2015 as there’s indications it will go back on the acquisition trail. It is also becoming more embedded in the media production and marketing process which should enhance profits. Investment banks have been hired to look at debt financing options for future mergers and acquisitions. Entertainment One’s (ETO) last major purchase was Alliance Films in January 2013 for C$225 million and that deal triggered a major re-rating in the share price, up 90% over the subsequent year and a bit. We believe another big deal could provide the fuel to break the share price out of its 300p to 360p price range that has been in place for much of 2014. Entertainment One has a rich library of media content, from blockbuster films to popular children’s television shows. With so many people able to stream programmes in their living room via the internet, rather than rent physical DVDs, we’re seeing a trend for people with a ferocious hunger for TV shows and films, consuming greater quantities of material than they would have done traditionally. The £874 million cap profits from this trend as its material is licenced to all the major streaming providers like Amazon Instant Video and Netflix (NFLX:NDQ).... ...Entertainment One wants to double the size of its business in the next five years. This will involve building a TV production presence in the US, the UK and Australia – most of its existing work is done in Canada to take advantage of tax incentives. It will get involved earlier in the process for films, contributing ‘some million dollars’ to a development fund for scripts, says chief executive officer Darren Throop. This will enable the group to control intellectual property, lower content acquisition costs and improve profit margins. An investment has been made in digital marketing agency Secret Location so it can get better at engaging with consumers. The ‘Family’ business continues to be led by Peppa Pig which was on course to generate over $1 billion of retail sales in 2014. Entertainment One owns 50% of the underlying rights to Peppa Pig, so it gets money every time toys or goods bearing the cartoon star’s pictures are sold, as well as a fee for licensing activity. Ben & Holly’s Little Kingdom is also doing well with toy launches and programmes being aired in many countries... ..Investec forecasts 11.7% pre-tax profit growth to £84 million in the financial year ending March 2015, rising to £93.4 million in 2016. That’s the point at which the business is expected to turn net cash positive – cash flow from operations minus maintenance and expansionary capital expenditure and dividends. The current 13.5 price to earnings rati

Overall GNG continues (slowly) to progress. The m/cap remains just £1.8m for a company with almost £10m turnover, many blue chip clients, £20m or so of debtors and possibly £2.5m-£3m net cash at the year end (£1m at these interims net of borrowings). Improved H1 performance, with only a small loss, and H2 looks good again given the order book and high recurring income. Margins again down as usual for the much seasonally weaker H1, but much lower expenses came up trumps, and SaaS sales are promising for H2. Accrued income is up, but interestingly trade debtors are MUCH increased to £5.8m - almost doubled year on year - which suggests there could finally be quite a wodge of cash receipts coming GNG's way. Certainly better than I feared for H1 then, and looking interesting for H2.

The good news is that the CEO feels able to say just days before the year end that he's confident about meeting what will soon be 4p historic EPS. Perhaps back to 65p once a trading statement comes out confirming this, with the market turning to the 5.4p EPS for 2015 and also anticipating further earnings-enhancing acquisitions. "XLMedia to deliver the goods Gaming marketing play is packed with rebound potential Online betting marketer XLMedia (XLM:AIM) looks primed for a recovery in its share price assuming an expected January trading update confirms delivery of promised profit and revenue growth. With less than two weeks of 2014 to go, chief executive officer (CEO) Ory Weihs tells Shares he is ‘comfortable’ with published forecasts. House broker Cenkos’ earnings per share estimates for 2014 and 2015 – upgraded in the wake of interim results on 17 September – are pencilled in at 4p and 5.4p respectively. This implies a price-to-earnings ratio of just 9.7 falling to 7.2. The expected 1.8p dividend feeds through to a generous looking prospective yield of 4.6%. The lowly valuation reflects a pronounced slump in the £69.4 million cap’s shares which are now more than 20% under water on the 49p issue price from 21 March’s flotation which raised $69.5 million. Investors can be rightly wary of companies promising substantial growth given the painful experience suffered by shareholders in Quindell (QPP:AIM) – discussed on pages 44-47 – but we can’t spot any nasties in XLMedia’s published accounts with profits backed by cash flow and the balance sheet in excellent shape thanks to the remaining IPO funds. The Israeli firm’s main source of business is its 2,000 and counting website portfolio and its search engine optimisation (SEO) activities. The websites are typically gambling portals which offer information on gaming-related topics. XLMedia uses the sites to direct traffic to the likes of 888 (888) and Unibet (UNIB:SS) and it banks a fee when users start gambling. The group stepped out into the social gaming arena through the $19 million acquisition (1 Sep) of ExciteAd Digital Marketing (EDM) and it is also looking to diversify into new geographies from its core focus on the Nordic region with the UK, Germany, Canada, Australia, Denmark, Belgium and the Netherlands in its sights. The deflated share price may reflect some disappointment at the slow pace of the deregulation of online gambling in the US but it is worth noting that, though the group is positioning itself for this opportunity, Cenkos’ forecasts include nothing for any progress in the US. Newly-acquired EDM already serves leading operator Caesar’s Interactive on the social gaming side and Weihs is confident the company can build on this position when the US online betting opportunity does finally come through, though he warns this unlikely in 2015. The CEO also says investors can ex

Nice to see hints of breakeven this coming year, and good comments from Finncap at the end: Http://www.proactiveinvestors.co.uk/companies/news/75640/akers-biosciences-delivering-with-a-strong-end-to-the-year-75640.html "Akers Biosciences delivering with a strong end to the year By Ian Lyall December 19 2014, 3:41pm Akers’s product is the only US FDA-cleared rapid manual assay that is able to quickly determine if a patient being treated with the blood thinner heparin (pictured) may be developing a drug allergy. Akers Biosciences (LON:AKR, NASDAQ:AKER) is ending the year on a high note with every indication that the momentum will carry into 2015. Unveiling three deals little over a week apart, the company is delivering the planned roll-out strategy for its heparin allergy test, the flagship product in the portfolio. “Our plan was to first to grow the internal sales and marketing and come up with new, innovative strategies and go out and implement,” said chairman Ray Akers. “You need one or two things to break a log jam and then all hell breaks loose. That’s what is happening now.” On Thursday the group revealed it bagged two European distribution deals for its lead product, PIFA Heparin Rapid Assay. Its deal with Cryopep covers France, Belgium, the Netherlands and Luxembourg, while an agreement with DialLine covers Switzerland and Lichtenstein. Akers is confident of finding partners in other European territories, including the UK and Germany. However, the most important piece of news was the receipt last week of a US$1mln order for the heparin test from NovoTek, the Beijing‐based pharmaceutical and medical device business. “The Chinese market is as big as the US and there isn’t product approved there, so that is a market that’s going to rocket,” said chairman Akers. “We automatically become the gold standard. In Europe there are established laboratory methods and a much more entrenched medical system than there is in China, so the uptake in Europe won’t be as fast – but it will be steady.” Akers’s product is the only US FDA-cleared rapid manual assay that is able to quickly determine if a patient being treated with the blood thinner heparin may be developing a drug allergy. This clinical syndrome, known as heparin‐induced thrombocytopenia, or HIT for short, reverses the heparin’s intended effect and turns it into a clotting agent. Patients suffering HIT are at risk of developing limb and life-threatening complications, so fast and effective diagnosis of the problem is critical. It will be sold as a value proposition in established markets such as Europe, where it offers quicker diagnosis and crucially is cheaper than the established lab tests. Meanwhile, in emerging markets such as China, and India, where the firm also has a distribution deal, it is aiming to become the

Hopefully next month BVM will as usual issue a full year end trading statement. This should confirm at minimum 0.5p EPS and a 0.13p dividend, as per the latest forecasts. The contract falling into next year should underpin 2015 forecasts of 0.7p EPS and a 0.15p dividend. Once these figures are confirmed a P/E of 5.5 - and an almost 4% dividend - will make BVM look pretty cheap at 3.88p. The company: - has made two acquisitions in the last 18 months - has transformed itself with new products and entering new sectors (rail, aero etc) - has moved into software as well as hardware - has a sound Balance Sheet - and has seen the world shift in its favour with the spread of warehousing and distribution centres for internet sales I see no reason why the share price shouldn't move from the current 3.88p to say 6.5p-7p from here assuming a decent outlook and 0.7p EPS for 2015, and then on to 9p-10p over time if PBT continues to move in the right direction from 2014's £0.5m.

Finncap's new forecasts probably bump this year's forecast up to 1.8p EPS (from 1.7p), but next year's would now be around 2.2p EPS. A P/E of just over 11 strikes me as very, very good value for a company specialising in cyber-defence. Plus there's a dividend too! And the attack on Sony will only have served to increase awareness etc as Mazarin says. The RandomStorm website is well worth a look, including this news page - good to see their products heavily featured in various industry awards: Https://www.randomstorm.com/news/

The Share Centre this weekend tipped 6 stocks for 2015 - and FSJ is the first choice: Http://www.trustnet.com/News/572553/six-stocks-the-share-centre-tips-to-prosper-in-2015/1/1/ "James Fisher Admans said: “James Fisher provides a range of marine specialist services which can be integrated into contract packages for oil rigs, wind farms, transporting oil, wharf operations and marine equipment, creating an expertise and limiting competition. It is an investment idea for growth investors, looking for a company that provides niche services around the globe.” “The group has benefited from contract wins with oil companies not only in the North Sea region, but also Africa, Asia and South America. Furthermore, the decline in the oil price is not expected to impact trading at the group’s offshore oil division, as the majority of 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. We are keen to highlight the long-term attractions of the company and recommend them as a ‘buy’ for investors in 2015.”"

The share price certainly took going ex-div last Thursday nicely in its stride! And this article promises more excitement to come, with more acquisitions etc... Http://www.baviation.cn/en/operations/all/operators/3110-gama8 "Gama8 - a global business jet operator with 144 aircraft under management Published: 20 December 2014 Written by INT821 The merger of Hangar8 and Gama Aviation is a significant one. It will result in a global business jet operator with 144 aircraft under management and revenues of more than £250 million ($400 million) based on 2013 revenues. The merger of Hangar8 and Gama Aviation is a significant one. It will result in a global business jet operator with 144 aircraft under management and revenues of more than £250 million ($400 million) based on 2013 revenues. The logic behind the merger is sound and there is little geographic overlap. It is an exciting opportunity for both companies. Since it listed in 2010, Hangar8 has doubled both the number of aircraft it manages and its share price. Gama Aviation could grow just as fast. But it is not even the start of the beginning of operator consolidation. After the merger, Gama Aviation’s market share in both the US and Europe will still be under 2%. In fact, if you add together all of the operators in the world which manage 100 aircraft they still account for less than 10% of the fleet. With 75% of US operators and 80% of European operators managing less than five aircraft it is hard to think of any more fragmented global industry. The most exciting transactions will be the ones Gama does from now on. As a listed company it will have access to capital and as soon as the deal formally closes it will start looking for new acquisitions. As well as growing organically. Marwan Khalek, Gama’s CEO, says that there is still a place for smaller operators (Gama itself started with one Beech Barron) but he is confident there will be more acquisition opportunities. He adds: “It is becoming a harder market and operators are battle-weary both because of regulations and the market.”"

Finncap have increased their forecasts for next year by 23% (and this year by 4%). "Accumuli*: Acquisition of RandomStorm (CORP) Accumuli has announced the acquisition of RandomStorm, an integrated information security specialist with its own IP which provides scalable managed network security services. The £8.9m net consideration will be funded from existing resources and a new £10m five-year debt facility. In addition to the strategic fit which enables cross sales into the existing Accumuli client base, the acquisition delivered £1m of EBITDA from £3.5m revenue in the year to 30 April 2014: we upgrade Accumuli's FY15 and FY16 EBITDA by 4% and 23% respectively, lifting our target price to 36p (33p)."

Excellent news just out - ALK's "largest ever contract award", with "long term income visibility stretching over a 15 year period".... Http://www.investegate.co.uk/alkane-energy-plc--alk-/rns/provisional-award-of-capacity-mechanism-agreements/201412190745502755A/

Terrific acquisition just announced. Highly material of course, and must be earnings-enhancing given no dilution. Finncap have this morning increased their target price to 36p from 33p. Plus 70% of income is recurring from repeat purchases - wonderful stuff. And the principal owner is already known to ACM so s/be trustworthy. And this brings in a load of potential new customers for ACM's other services. And RandomStorm has its own proprietory IP, which further adds to ACM's intrinsic value. Given almost historic 1.7p EPS now (only 3 months away), we should start to see Finncap's 36p target approached in even quicker time now imho.

Finncap reiterate their 310p target price after today's news (they also note in today's update the $10.2m net cash pile, which is not far off the entire £11m m/cap): Http://www.dakotafinancialnews.com/akers-biosciences-earns-corporate-rating-from-finncap-akr/3277/

Today's RNS indicates the huge potential from China for SOM: Http://www.investegate.co.uk/somero-enterprises--som-/rns/announcement-re--new-office-in-shanghai--china/201412180700201398A/ I like the sound of: "we are continuing to see tremendous growth in business in China".

Brilliant start from the newly acquired VisionOne: Http://www.investegate.co.uk/accesso-technology--acso-/rns/early-showare-sales-traction/201412180700201152A/ In particular: "The recently acquired company has redefined how facilities and event planners sell tickets to their patrons, and eleven venues across the USA, Canada, Mexico and Brazil have all signed new agreements to utilise the ShoWare™ solution since the acquisition was announced." "These wins underline the strategic value of the acquisition to the Group in extending accesso's ticketing sales opportunity into previously untapped leisure verticals. Notably, it will provide a profitable and repeatable revenue stream where assigned seating is a key component of the visitor experience." ACSO's markets and global reach are increasing all the time.

BRY combats volatility and should therefore do well in the current energy environment. Today's contract wins will help nicely: Http://www.investegate.co.uk/brady-plc--bry-/rns/new-contracts/201412180700100840A/ It's good to see: - another contract in the renewable sector - a contract as far afield as Bahrain, showing BRY's global reach - and a sale of the new Hedge Manager solution

RNS - DBay continue to buy. Another 634,000 or so shares takes them to above 15% with 8.93m in total: Http://www.investegate.co.uk/creston-plc--cre-/rns/holding-s--in-company/201412180700180991A/

Excellent news - AKR now have their first European international distribution agreements: Http://www.investegate.co.uk/akers-biosciences--akr-/rns/european-distribution-agreements/201412180700171204A/ France, Belgium, the Netherlands, Luxembourg, Switzerland and Lichtenstein are hopefully just the start. Looks like sizeable, respected partners too. The scale of the opportunity dwarfs the £10.7m m/cap since these add to "the already established distribution channels in the US, China, India, Australia and the Middle East".

Positive update RNS this morning: Http://www.investegate.co.uk/hayward-tyler-group--hayt-/rns/luton-expansion-update/201412160700248177Z/ Only last month HAYT stated in their excellent interim results that oil and gas "accounted for only 3% of order intake although it is anticipated that this will increase in H2 2014/15". Just 3%! Any concerns on this front look completely overdone on that basis.