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Another "significant" and long-term contract win for Fendercare: Http://worldmaritimenews.com/archives/106245/fendercare-marine-to-supply-yokohama-fenders-to-mod-uk/ "Fendercare Marine to Supply Yokohama Fenders to MoD (UK) Posted on Mar 11th, 2014 Norfolk based Fendercare Marine, a suppliers of marine products and services, has won a significant contract to supply Yokohama fenders to the Ministry of Defence (MoD). The three year contract is for the supply of 3.3m x 6.5m Yokohama original pneumatic fenders. Fendercare Marine has supplied 18 of the fenders to date, with potentially more to follow. Fendercare Marine has been working closely with the MOD to design a protective tyre net which would not only be non-marking to the ship’s hull but would provide minimal fender maintenance issues. Fendercare Marine has been a supplier of fenders and marine hardware to the MoD since 1999 and also supports navies throughout the world, winning a $29 million contract with the US Navy in 2012. From a base in the Devonport Royal Dockyard in Plymouth, their Naval Solutions division also provides fabrication, welding and coating services for the MoD, having worked on nuclear submarines, warships and naval support vessels. Sonia Crane, Fendercare Marine Sales Manager commented “We are delighted to have secured this contract with the Ministry of Defence.“"

Q3 figures out today - and they're terrific yet again: Http://www.investegate.co.uk/orosur-mining--omi-/bus/orosur-mining-inc--q3-results--13-218-oz-produc---/20140312070000Z0385/ Production in line with guidance - and costs better than guidance. And Vaca Muerta has had an excellent start. Plus the gold price is up to $1,360 overnight! Great stuff.

Quite a coup for ACSO to get the e-commerce and mobile ticketing arrangements for the Kennedy Space Centre - but perhaps the most interesting part is that this is a rather nice entrée to the Delaware North group, which has $2.6 billion revenues annually! Here's Delaware's portfolio of attractions - it's quite a list, including Yosemite, Niagara Falls... Http://www.visityellowstonepark.com/img/SustainabilityBook_Spreads_Low.pdf "The Lodge at Geneva-on-the-Lake Gideon Putnam Resort Grand Canyon General Stores Harrison Hot Springs Resort & Spa Kalaloch Lodge Kennedy Space Center Visitor Complex Niagara Falls State Park Sequoia National Park Shenandoah National Park Tenaya Lodge at Yosemite Park Gate Lodges Yellowstone General Stores Yosemite National Park"

Online at present you can sell 200,000 shares at above the mid-price at 9.81p, but only buy a maximum 25,000 at the full 10p offer. Looks promising. I notice that someone just paid 10.05p - above the 10p published offer price - for 50,000 shares. Good to see PG increasing to above 13% with that 225k purchase. I can't see the share price remaining for too long at these levels with continued steady buying from PG - the m/cap is only £22m after all. Any smidgen of good news - and hopefully the upcoming results will show well above £22m of cash/IGAS shares/oil inventories and receivables - and we should see a decent price reaction at some point.

RNS - results will be announced on 25th March (a Tuesday, which is a mildly good sign). Excellent new interview with the CEO here: http://www.blooloop.com/features/god-bless-disney-keeping-promises-with-tom-burnet/26798#.Uxh2ec6eYnP The crucial paragraph imo is this, showing the huge opportunity for ACSO: ""Talking about the potential to engage with customers outside the theme park industry, Burnet says, “With mobile, the market has exploded for us and every other vendor. Operators can engage guests before they get to the gate with ticketing, queue line management, content and information and games. There’s tons of stuff we can do and not just in the theme park industry, we already serve a bunch of zoos, museums and other attractions and we can see that continuing to expand out. As one of my execs said to me, ‘OK, so you want to help operators engage with people where they hang out when they’re not at work.’ So places where there’s a gated attraction, a show, a theme park or even a ski field - that makes sense to me.” "

Interesting - online you can now sell 200,000 at 9.68p, which is well above the 9.62p mid-price. There's demand for the shares out there. The obvious conclusion is that Gyllenhammar wants to buy more.

Atmel's CEO was rather bullish about XSense again in last night's Morgan Stanley presentation. Here's what he said: Http://cc.talkpoint.com/morg007/030314a_jw/?entity=44_KUQOJQ1 XSense is superior to ITO because it's: - lower cost - thinner and lighter - better performance As well as the two HP contract wins, Atmel are working on further design with additional Tier One customers. XSense is a "very substantial opportunity". There are "lots of synergies" with Atmel's existing business. Atmel has "lots of different options" to further develop XSense, including partnerships with Asian companies. XSense is a "great technology" which is growing.

ARWR is $26.32 now :o)) I calculated previously that PEBI had around 160,000 shares the last I heard. PEBI's holding in ARWR alone would therefore now be worth £2.55m or so - not far off the entire PEBI m/cap. I don't know if Magna have kept all the ARWR shares though? The interims in 3 weeks or so should make interesting reading! Hopefully they'll include some narrative on post 31/12/13 NAV movements given what's happening....

I'm invested here, fortunately not for that long at an average price of around 9p. I'm hopeful that in time this could be a very, very big winner indeed. The company seems to be run extremely conservatively in terms of cash, and is slowly improving its management team. It would be nice to see the CEO buying some shares to top up his tiny stake.... Anyway, the RNS last week showing that Hargreave Hale have bought an almost 8% stake is an enormous plus for SCE. Giles Hargreave is one of the canniest investors around imho, and this bodes extremely well.

A new positive article about ATML - in particular stating in conclusion that "Opportunity in the Internet of Things, the automotive market, and mobile computing should help Atmel do well going forward". All of which play nicely to CAR's XSense potential and already have XSense now in products or are being modelled by Atmel in products like car dashboards, watches etc: Http://www.fool.com/investing/general/2014/03/04/atmel-can-still-deliver-in-the-long-run.aspx Extract: "Considering such moves, it is quite easy to see why Atmel saw 40% growth in core 32-bit microcontrollers in 2013. Also, the company has made enhancements to its products to support industrial applications, medical electronics, wearable devices, and the Internet of Things. Atmel management believes that they have "one of the industry's most extensive portfolios of technologies for IoT applications." Atmel's ultra-low power microcontrollers, wireless connectivity solutions, and security solutions will probably help the company in tapping this emerging industry, and the company has already made some notable moves in this arena. Atmel uses the ZigBee platform for its IoT products, and its flagship design has already been used in Philips' popular Hue lighting system. This year, Atmel aims to bring several new and efficient turnkey IoT solutions in an effort to "simplify our customers' product development and enhance their time to market." Cisco has put the size of the Internet of Things at $19 trillion, and it is quite understandable why Atmel is upbeat about this opportunity. Mobile devices to fuel growth Also, Atmel is quite positive about the prospects of Ultrabooks and Google's Chromebooks. The company claims to have landed several design wins in these two devices. In 2013, Chromebooks saw rapid growth and accounted for a fifth of total laptop sales in the U.S., according to NPD. Quite clearly, Google's Chromebook came into its own in 2013, with Microsoft going after the device with a dedicated Scroogled website. Moreover, according to Amazon.com's stats, two of the three best-selling laptops on the e-retailers' website during the holiday period were Chromebooks. Atmel finds itself at the heart of Chromebook growth with its touchscreen controllers, but this is not the only Google-powered device that's expected to drive growth. Atmel claims to be the largest supplier of touchscreen controllers for both Android and Windows 8 and 8.1 systems, which is why it is expecting robust growth as these platforms gain traction."

RNWH are only on a current year P/E of around 13 at 230p based upon Numis' most recent forecast of 16.9p EPS - but remember that the company has said that with its healthy Balance Sheet a couple of acquisitions are likely in the next few months which would likely be highly earnings-enhancing. This report, which I hadn't seen before, says the Dawlish repairs could cost as much as £15m, with RNWH's AMCO engineers working round the clock! It also comments about other work needed on the Somerset Levels train lines and elsewhere potentially in the future as these weather conditions become more common: Http://www.bloomberg.com/news/2014-02-21/u-k-redraws-rail-map-as-storm-cuts-off-southwest-england.html Extract: "Network Rail says it has 100 people engaged round the clock on repairs, but can’t guarantee a quicker fix because working days have been cut to three hours during high seas. The BAM Nuttall unit of No. 1 Dutch builder Royal BAM Group NV (BAMNB) and Renew Holdings Plc (RNWH)’s AMCO are the main contractors. The Great Western line, designed by Victorian engineer Isambard Kingdom Brunel, has been severed for days or weeks at a number of other points in recent months, ranging from flooding after rivers burst their banks on the Somerset Levels to seawater that inundated the platforms at Penzance. Britain’s railway may need to learn to live with such extreme events given a changing climate, Go-Ahead Group Plc (GOG) Chief Executive Officer David Brown said today after his company’s SouthEastern commuter network was hit by 23 landslips as rising groundwater destabilizes cuttings and embankments. “We’ve had huge problems with floods, landslips and fallen trees,” he said in an interview. “You can’t look back to the past any more and say this or that approach was good enough.” "

Apparently this month's Techinvest purchased some more ACM for their portfolio. Further good news: Http://www.accumuli.com/accumuli-named-as-finalist-in-sc-awards-europe-2014-i-5292.php "Accumuli named as finalist in SC Awards Europe 2014 Friday 21st February 2014 Accumuli has been shortlisted for 'Best Managed Security Service' at the SC Magazine Awards Europe 2014. At a time when information security is in the public spotlight as never before – in the wake of high profile data breaches along with Snowdon's revelations, what is often overlooked are the incredible advances being made to disrupt and prevent such attacks by terrific teams of highly professional specialists that make up the information security community. The winners will then be announced on the night of the Awards presentations, which are being held on April 29th at the Ballroom, Grosvenor House Hotel, Park Lane, London." Also a new summary of how to "Protect Your Online Services From DDoS Attacks" here: Http://www.signify.net/Upload/Documents/Managed_DDOS_Level_2.pdf

Loads and loads of new work for JMP - hopefully the upcoming 2013 results will show that JMP's purchase was a complete and utter bargain: http://www.jmp.co.uk/forward-thinking Meanwhile VLE's cash continues to exceed its m/cap, yet compared to its £11.1m m/cap at 265p VLE has: (1) The £16.9m of net assets, i.e 396p per share (2) 100% of Sira Defence (see below) - could be worth £0.5m (3) 80% of Shire Foods - could be worth £3.2m (4) 100% of JMP Consultants (acquired May'13), which looks a bargain imho

Terrific results today, which beat all the EPS expectations from the four brokers quoted on Hemscott. Particularly pleased with the 20p dividend, which also beat all broker expectations. Plus gearing has been reduced to only 30% - more acquisitions on the cards? A similar EPS increase this year would give around 80p EPS, which would justify a 1700p-1800p share price imo in say 6 to 7 months' time. If more acquisitions are made then we should see further upgrades to those numbers. The outlook is as rosy as can be hoped for too: "The increased scale of the Group and its enhanced international presence has reinforced the Group's market position in the demanding environments of the offshore, marine and nuclear sectors. This gives us confidence that our operating companies will continue their recent pattern of growth across a broad front. In particular, demand for our services remains strong in our Offshore Oil Division while our Specialist Technical subsea and nuclear businesses have a healthy order book in a growing market. All divisions will benefit from the strength of our balance sheet which will enable us to invest further in organic growth opportunities and to continue with our programme of targeted acquisitions. Trading to date in 2014 has been to management expectations and we continue to be well placed to provide further growth and value for our shareholders."

A great Oscars year for ETO - I note that ETO got seven gongs in total for 12 Years a Slave, Dallas Buyers Club and the documentary 20 Feet from Stardom. Should be a great launchpad for more success.

Looking quite strong again. Atmel are meeting with investors at the Susquehanna Semiconductor Conference today in New York, so perhaps some feedback from that will come out, though no web cast this time. On Thursday however, Atmel's CEO will present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco, and this will be web cast, so perhaps more to be gleaned here than from the rather lugubrious CFO at the last presentation.

OMI's Q4 will benefit nicely from the gold price being forced up by the present Ukrainian crisis. I also note that the US$ is almost back to its highs against the Uruguayan peso, which will further benefit OMI.

Oil producers like TRAP (and IAE) will be benefiting nicely from the current Ukranian crisis forcing up the price of oil.

Superb finish today :o)) Someone bought 103.893 shares at 211p right at the close. Monday should be interesting.

Good info from MGW's blog: Http://www.malcysblog.com/2014/02/oil-price-repsol-premier-kentz-sundry-finally/ "Kentz Corp Kentz announced yesterday while I was up to my ears with Weir and Petrofac that they had won a contract at the Ichthys onshore LNG plant in Darwin, Australia. Make no mistake this is a very good contract to win, in total it is worth $640m to the UGL Kentz JV with a 50:50 split, so to put it into perspective it is 11% of Kentz’ year end backlog of $3.1bn. Also this is for structural, mechanical and piping work and I suspect that with other pitching in for work, getting this part is a real bonus so stand by for more good news. The shares actually fell yesterday but I heard that there was an overhanging order the night below at 777p which cleared the market as this was coming out, either way this is great news for the company and investors. With the share price approaching 800p, I often get asked if the run is over for Kentz, which is my favourite service company at the moment, the answer is that if they continue to deliver work like this and with more to come, the rating is, as yet, still undemanding and its still a buy."