Member Info for rivaldo

Https://www.youtube.com/watch?v=o5VBRco9USU More of a technical overview for newbies than anything else, but still worthwhile. I hadn't realised that, once fitted, SCE's brakes could be refurbished up to 5 times rather than needing a full replacement. Must be a good selling point.

News of a next generation version of the water parks QBand is now out - there's a nice photo here: Http://www.blooloop.com/news/accesso-unveils-updated-qband-wearable-virtual-que/30281#.VECwTdF0yUk Http://accesso.com/2014/10/accesso-unveils-next-gen-version-of-qband/ "accesso Unveils Next Gen Version of Qband October 16, 2014 LONDON (9-October-2014) – accesso Technology Group plc (AIM:ACSO), the premier technology solutions provider to the global attractions and leisure industry, today announced the next generation of QbandSM, the wearable virtual queuing solution specifically designed for water parks. The new version of the award-winning wristband that lets guests wait for popular slides without standing in line now includes enhanced display technology, expanded RFID capability and a new sleek design. “This next generation Qband allows water parks to further enhance guest experience and tap new revenue opportunities with the ability to incorporate a broader range of functionality,” said Tom Burnet, accesso CEO. “The enhancements to the Qband solution include significant updates to the guest device itself, including an expanded screen size and the ability to more readily facilitate integration with cashless systems, making Qband a multi-purpose device that can be utlised to make the park experience simpler and more fun for guests.” The upgraded Qband features a number of aesthetic improvements including a sleeker design and the added benefit that the wearable device will now display ride names. Specific developments offered with the new model include: -Bigger display screen that provides full ride name and countdown timer -Improved battery life of 4-5 years -Replaceable wrist straps -Multi-functional RFID capabilities to increase support of cashless payments and locker rentals -Ability to support multiple languages accesso has also made enhancements to the Qband checkpoint scanner used by water park employees to validate guest entry at each attraction, including a more ergonomic and sleeker design, brighter LED indicator lights and improved charging capability."

OPAY are to be featured on Bloomberg TV. From the CEO : “As the various states in the U.S. clarify their stand on online gaming; we see a market of many billions of dollars for our unique capabilities.”: Http://www.digitaljournal.com/pr/2264402 "21st Century Television Highlights Optimal Payments who Discloses Its Formula for Success Building on past success, Optimal Payments is positioned for continued rapid and profitable growth. October 16, 2014, Boca Raton FL -- During a recent interview, the CEO of Optimal Payments, Joel Leonoff, commented on his company’s role as a leading provider of online payment processing services. According to Leonoff, “Since 1996, Optimal Payments has pioneered the many innovations in online gaming payments that has facilitated the market’s growth.” He followed this observation with the prediction that, “As the various states in the U.S. clarify their stand on online gaming; we see a market of many billions of dollars for our unique capabilities.” Optimal Payments segment will air on Bloomberg Television (as pd. prog) on October 19, 2014. Check your local listings for airtimes. etc"

Two more contract wins in the last three days and five since September.... Http://www.bradyplc.com/news "Thursday, 16 October 2014 07:00 Leading global investment bank selects Brady Cloud solution to support its European energy logistics 16th October 2014,London:Brady plc. (BRY.L), the leading supplier of trading and risk management solutions for commodities, recycling and energy, announced today that a leading global provider of banking, financial, advisory, investment and funds management services, with offices in the world's major financial centres, has selected the Brady Energy Balancing & Scheduling solution to support its complete pan-European power operations. Wednesday, 15 October 2014 07:00 Brady Energy ETRM selected by an international utility organisation for its next generation trading solution 15th October 2014, London: Brady plc. (BRY.L), the leading supplier of trading and risk management solutions for commodities, recycling and energy, announced today that an international energy and water utility company, that operates across four continents, has selected the Brady Energy ETRM solution to support the trading, position and risk management requirements for one of the largest gas storage facilities in Europe. Monday, 29 September 2014 07:00 Norilsk Nickel, world’s largest producer of nickel and palladium, selects Brady CTRM for managing its trading and risk operations Norilsk Nickel, the world's leading nickel producer, announced that the Company has selected Brady CTRM to manage its trading and risk activities for base, minor and precious metals, as well as concentrates. Tuesday, 23 September 2014 07:00 Brady CTRM selected by FinEx group for Soft & Agricultural Commodities Trading and Risk Management Tuesday, 09 September 2014 07:00 Brady PLC announces record EBITDA margin in first half Monday, 01 September 2014 07:00 Clean Energy Sourcing selects Brady to manage its European power scheduling and balancing "

....for the much seasonally weaker H1. Revenues are hugely up, with the £0.8m EBITDA much improved over last year, and with a very bullish outlook for this H2: Http://www.investegate.co.uk/lombard-risk-mngment--lrm-/rns/half-yearly-report/201410160700314421U/ Nice increase in the divi too, with net cash increasing to almost £2m. There are lots of regulatory opportunities coming, and I like the way LRM are poaching clients from competitors. With large recurring revenues, and the Board "optimistic" about H2, things are looking pretty healthy here imo.

Posted this morning - SCE's brakes available for Porsche 991s. Nice pictures too: Http://rennlist.com/forums/parts-marketplace/838939-surface-transforms-carbon-ceramic-rotors-oe-replacements-and-upgrades.html "Mega-car Braking Performance The best Carbon Ceramic Brakes for your Porsche From Koenigseggs to the Henessey Venom GT, the fastest production cars in the world have one thing in common besides their capability to reach extreme speed – all of their carbon ceramic brakes are made in the UK by Surface Transforms. Now, Surface Transforms’ cutting edge ceramic brake technology is now available for your Porsche 991. We are now offering ceramic upgrade kits for steel-braked cars using your OE calipers as well as upgrade replacement rotors for PCCB-equipped vehicles. With over 15 years of manufacturing experience making the highest quality carbon ceramic rotors in the world, used by the highest level super cars in the world, every rotor is engineered to perfection, much like the vehicles they’re designed for. With its patented MIST technology, Surface Transforms rotors can last up to ten times longer in comparison to its OE equivalent offerings. They do so by maintaining lower operating temperature and also offer robust performance through a far wider temperature range than OE brakes. The MIST technology also allows each rotor to be refurbished up to 3 times in its life, at the fraction of the cost of a new rotor; this makes Surface Transforms rotors a one-time purchase that will most likely outlast your car. Here are just seven reasons why you need this technology on your 991: -Weight savings of up to 70% compared to iron brakes (typically 20kg of unsprung weight) -Improved handling and driveability -Decreased NVH (less noise, vibration and harshness) -Improved performance (in both wet and dry conditions) -Reduced brake wear – giving increased life -Corrosion Free -Outstanding performance, even from cold Surface Transforms OE upgrade systems are designed to work with your existing factory multi-piston caliper - each rotor assembly comes fully assembled and balanced to the equivalent of 240mph. Each system comes with new Pagid pads and all necessary hardware. Replacement carbon ceramic rotors are also available in factory Porsche 991 PCCB sizes. etc"

Nice start on 16k shares traded - certainly appears the overhang now gone. Excellent article from Private Punter below is well worth reading, including the new interview with the CEO. Considering the current m/cap is not far above net cash the potential upside here is extremely large given the global potential, even in a poor O&G climate.

Bargain opportunity imho. MMs are marking down to protect themselves in a weak market. Volumes are tiny, so the markdown is meaningless. ACM are not too far off a single-digit P/E now if you strip out the cash pile. Yet they're in the fast-growing cyber-security sector and have just issued a highly encouraging H1 trading update.

Last year's H1 saw NTQ produce $0.5m EBITDA, and now we're told that the 18th November EBITDA will produce "significant growth". And NTQ has $14m (around £8.5m) net cash too, against a £14.4m m/cap. Very large upside from here imho. As well as the first sales into China and the Middle East, I also like the sound of this: "New technology progress includes the commercialisation of a new data transmission system (pulser), new software developments and progression of further technology licensing opportunities."

Nice summary: http ://www.iii.co.uk/articles/197189/hayward-tyler-tipped-surge-50 "Hayward Tyler tipped to surge 50% By Lee Wild | Thu, 9th October 2014 - 11:18 Hayward Tyler tipped to surge 50% Hayward Tyler (HAYT) has been a star performer over the past two years, but the pumps and motors manufacturer has plenty more in the locker, it seems. After bagging £10 million of contracts last month, the level of new orders this half- year has beaten internal targets and there's a good chance of an earnings surprise at the full-year results. "Given the visibility we now have, and the ongoing positive outlook for new orders, the board is confident in the group's ability to at least achieve current market expectations for the full year," said chief executive Ewan Lloyd-Baker. Broker finnCap currently expects adjusted pre-tax profit of £4.3 million in the year to March 2015, giving adjusted earnings per share (EPS) of 6.7p, up from £4 million and 6.5p, respectively last year. But even it admits that "positive trading momentum suggests that forecasts may have upside potential." They certainly do. Management is targeting annual earnings growth of 10%, more than finnCap, so there is a chance of a surprise here. But even on the broker's conservative estimates, Hayward shares trade on a modest forward price/earnings (P/E) ratio of 12. Hayward sells boiler circulating pumps (BCP) to power plants and ultra-durable electric motors to oil companies - both are high growth markets. September's orders included over £7 million of spares for Korea Hydro and Nuclear Power, canned motor pumps for Sellafield nuclear power station, aftermarket orders in India and Argentina, and new unit wins for new-build conventional power stations in China, collectively totalling about £2 million. Hayward will ship most of this over the next 12 months and about half by the end of the current financial year. We'll hear more alongside interim results on 11 November. At 77p, Hayward shares have slipped back from a high of 93p mid-summer, "without justification," says finncap. It reckons the current multiple "offers plenty of upside to the shares and reinforces our positive support of the shares." FinnCap's target price of 113p implies potential upside of almost 50%, and with strong technical support at 72p (see chart), the investment case certainly looks attractive."

Finncap have a 113p target - 45% upside - and have updated today as follows: "Hayward Tyler*: Contract wins and trading update (CORP) The group’s half-year period-end IMS is encouraging as it identifies a number of new contracts, which increases the group’s second-half visibility and points to further operational progress. The IMS highlighted contract wins during September totalling £10m, taking the total new contracts signed in H1 to £27.6m, which is a 7% increase on H1 last year and ahead of internal targets. The group continues to reduce its net debt position. No change to forecasts. Management’s stated target is to achieve annual EPS growth of 10%+, which we acknowledge is above our forecast growth rate, which suggests there may be potential upside to forecasts as the year progresses. The group has underperformed over the last three months and now trades on an attractive P/E multiple of 11.0x for the current year. This positive momentum should be reflected in share price outperformance and we reiterate our 113p target price, offering good upside from current levels."

At present you can buy just 150 shares maximum at 14.49p, whereas you can sell 60,000 at 13.62p. The m/cap here is still just £5.9m.

Yep - and in particular this comment suggests they're likely to beat expectations: Ewan Lloyd-Baker, CEO of Hayward Tyler, commented: "Given the visibility we now have, and the ongoing positive outlook for new orders, the Board is confident in the Group's ability to at least achieve current market expectations for the full year.

Great news this morning - the initial trials must have gone extremely well... Http://www.investegate.co.uk/accesso-technology--acso-/rns/trial-extension/201410090700098247T/ "Merlin Trial Extension - Merlin Entertainments plc to extend accesso Passport® trial to four US venues - Florida-based SEA LIFE, ORLANDO EYE, MADAME TUSSAUDS and LEGOLAND Florida each set to test full accesso Passport® suite from spring 2015 accesso Technology Group plc (AIM: ACSO), the premier technology solutions provider to the global attractions and leisure industry, has announced that Merlin Entertainments plc ("Merlin") has agreed to extend its current trial of the accesso Passport suite of ticketing and e-commerce solutions to four venues in the USA. On 31 March 2014, accesso was pleased to sign a Master Service Agreement with Merlin: Europe's number one and the world's second-largest visitor attraction operator. This framework enables Merlin to utilise the accesso Passport suite of ticketing and e-commerce solutions, which are already being trialled at the UK-based THORPE PARK and SEA LIFE Birmingham attractions. Today's announcement will see Merlin testing the accesso passport ticketing suite at its forthcoming Florida cluster opening. From spring 2015 Merlin's existing LEGOLAND Florida attraction, in addition to three planned new Orlando attractions - ORLANDO EYE, MADAME TUSSAUDS and SEA LIFE Orlando - will each begin trialling the ticketing suite. The accesso Passport ticketing suiteallows operators to provide a comprehensive online shopping experience with access to online, tablet and mobile optimised advanced ticket sales. It also supports an attraction's on-site sales, seamlessly combining traditional point-of-sale, mobile point-of-sale and self-service kiosks through a forward thinking, cloud based platform ensuring lower operating costs and advanced data access compared with legacy software models. Commenting on the news, Tom Burnet, Chief Executive Officer for accesso said: "We are delighted that Merlin has chosen to place further trust in us and in the potential of the accesso Passport suite of products. We all look forward to getting the trial roll-outs underway and to further reinforcing our hard-earned reputation for innovation and customer experience.""

There are further reasons to be positive about HGR8: - the oil price has collapsed over the last couple of months. Fuel costs are just about the largest cost for any aeroplane, so this should greatly benefit HGR8 - it's been said before that a small increase in charter hours per aircraft per month would make a big difference to HGR8's profits, particularly as the costs of servicing charter are very low. There are a number of recent articles suggesting that the nascent recovery in the charter market is gathering momentum, for example here: Http://www.traveldailynews.com/news/article/62400/london-executive-aviation-achieves-record - the recent strikes at Air France and Lufthansa may also have helped HGR8 to a smaller extent

Here's FOX's 18 minute presentation from this week on video - useful stuff for newbies: Http://www.shareprophets.advfn.com/views/8156/shareprophets-seminars-video-presentation-by-chris-gilbert-of-fox-marble

Buying at well over 300p - new highs now. I wonder if HGR8's aeromedical services in Africa are booming due to the Ebola epidemic? Final results are due soon as well of course and should be very good given the trading statement.

Interesting new article on BVM's Touchstar web site - the trend towards home shopping and warehousing to support it must surely be a big boon for BVM: Http://www.touchstar.co.uk/news/2014/elasticwhitepaper "Does your business have the elasticity to cope with the new ‘I want it now’ culture? There has been a change to how consumers shop. Home delivery shopping has been embraced by the UK consumer, and new channels such as ‘click and collect’, as well as services that deliver orders placed before 10pm to store or a home address the next day, are starting to become the norm in the UK.Logistics managers now have a complex problem, how to manage the demand for existing channels and maintain the flow of the more predictable day-to-day demand, yet still: - support the introduction of new shopping channels - have the flexibility to manage more volatile ‘trends’ until they are a proven commodity - hit Service Level Agreements - avoid introducing any risk to the supply chain - and deliver it all within the same confines of the existing warehouse The financial winners will be the distributors who can manage the external forces and create the most efficient supply chain. For some it will be achieved by investing millions in state of the art facilities to create the new super hubs. For others it will be re-engineering and streamlining the existing facilities, possibly with some expansion. There is an answer for those who want to maximise the investment in line with their business’ growth: The ‘Elastic Warehouse’.

............this will help the 2014 figures: Http://www.touchstar.co.uk/news/2014/LakelandViennaRefresh "Lakeland Select TouchStar’s Vienna 7500 for Technology Refresh The announcement of the warehouse technology upgrade follows a prolonged period of growth at Lakeland. With nearly 70 stores nationwide, a strong mail order operation and the growing trend in internet shopping, the importance of having real time stock updates is a critical part of Lakelands growth objectives. Lakeland fully understands the effectiveness of RF within their operation and likes to source the most up to date systems so they can operate effectively without error and cost to the organisation. Following a thorough technical and commercial evaluation, Lakeland selected the Vienna 7500 Series truck mount by TouchStar Technologies. As a result of the pilot scheme, it is became clear that the Vienna met Lakelands requirement for a rugged and reliable device that facilitated fast, high end and accurate warehouse data capture. The upgrade will be rolled out across the operation in the near future and will be fully operational by the end of October 2014. The solution is set to help Lakeland facilitate a speedy and responsive end user experience which is critical in ensuring complete customer satisfaction and company growth."

Nice plug for PEG in WH Ireland's WHI Spy magazine for October which is just out today: Http://assets.wh-ireland.co.uk/downloads/whs/2014_10.pdf "SECURE GROWTH PLANS Petards*# (PEG) FTSE AIM – Share price: 13.25p | Market Cap: £4.6m | www.petards.com Petards supplies advanced security and surveillance systems to the Transport, Defence and Emergency Service markets. Interim results to 30 June 2014 revealed revenue more than doubled to £7.2m, which helped it swing to a pre-tax profit of £273,000 (£338,000 loss). In Rail, which is perhaps the segment with most potential, revenue from both equipment and one-off engineering services for the likes of Bombardier, Siemens and Hyundai Rotem came through, in addition to a number of good contracts having been won, including the five year framework agreement with Siemens. In Defence, equipment deliveries for a Secure Management Radio Equipment project to the RAF accounted for a substantial proportion of the overall growth. Trading in Emergency Services was reported as being similar to the comparative period, with a small but positive contribution. The Group moved from a loss making position to profit before tax of £0.3m and benefitted from a neutral net cash position. What we like Looking forward, both the secured order book at in excess of £20m, of which more than one third is expected to be delivered before the end of the year, along with the tender pipeline remain extremely encouraging for the remainder of 2014 and beyond. The shares currently trade on a FY 2015E multiple of 9.4 earnings, based on a fully diluted number of shares and EV/EBITDA of 4.2x. We rate the shares with a Buy recommendation and 18p share price target. Estimates (Dec) 2013 (A) 2014 (E) 2015 (E) Revenue(£m) 6.3 15.1 12.8 EBITDA (£m) -0.7 1.0 1.0 PBT (£m) -1.1 0.6 0.7 EPS (p) -7.1 1.8 1.9 P/E (x) -1.9 7.5 7.1 EV/EBITDA (x) -6.5 4.6 4.2 DPS (p) 0.0 0.0 0.0"