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A 276,839 share buy at 98p was reported late yesterday from the previous day, and this morning we had a further 100,000 share buy reported late at 98.5p from yesterday - 0.5p above the 98p offer price. It seems the MMs are trying to keep this one under the radar :o)) Singer's say Buy with a 119p target: Http://www.wkrb13.com/markets/255811/creston-plc-receives-buy-rating-from-n1-singer-cre/ "Creston plc Receives Buy Rating from N+1 Singer (CRE) Posted by Nolan Pearson on Feb 3rd, 2014 // No Comments Creston plc (LON:CRE)‘s stock had its “buy” rating reiterated by stock analysts at N+1 Singer in a report issued on Monday, American Banking & Market News reports. They currently have a GBX 119 ($1.96) price target on the stock. N+1 Singer’s price objective indicates a potential upside of 26.26% from the company’s current price.... ...A number of other analysts have also recently weighed in on CRE. Analysts at Nplus1 Brewin upgraded shares of Creston plc to a “buy” rating in a research note to investors on Friday, January 10th. They now have a GBX 119 ($1.96) price target on the stock. Separately, analysts at Liberum Capital reiterated a “buy” rating on shares of Creston plc in a research note to investors on Friday, January 10th. They now have a GBX 125 ($2.05) price target on the stock. Finally, analysts at Liberum Capital reiterated a “buy” rating on shares of Creston plc in a research note to investors on Tuesday, December 3rd. They now have a GBX 125 ($2.05) price target on the stock."

The share price has lifted a little overnight and today. This may be partly because the US dollar is back up to almost its peak against the Uruguayan peso: http://uk.advfn.com/p.php?pid=forexqkchart&btn=updatecharts&elists=1%7C3%7C7&curcode1=USD&curcode2=UYU&updatecharts=GET+QUOTE&symbol=FX%5EUYUUSD This should ensure that Q3 (Dec-Feb) is a third good quarter in a row in financial terms assuming production and costs continue at recent levels.

IMO this was a much more encouraging statement. XSense is now in a second HP product, the HP EliteBook Revolve 810 G2, a hybrid with a monitor that rotates and folds back flat to turn into a tablet, with an 11.6-inch diagonal rotating HD7 capacitive multi-touch, with Gorilla Glass and a spill resistant keyboad. And optional 4G. One might deduce that HP must have been impressed with the Omni's performance to go for a second model. From Atmel's results: "•Showcased Atmel's AvantCar™ concept, a next-generation automotive center console featuring maXTouch, XSense®, LIN transceivers and 8-bit AVR microcontrollers •XSense shipping in both HP Omni 10 5600us tablet and HP EliteBook Revolve 810 G2" And from the conference call: http://seekingalpha.com/article/1997591-atmel-management-discusses-q4-2013-results-earnings-call-transcript?part=single the implication is that there are more customers than HP and ASUS: "Also during 2013, our XSense metal mesh sensors commenced volume production to multiple customers, including Tier 1 OEMs, HP and ASUS." Atmel continue to sound extremely optimistic: "As a leader in metal mesh technology, with strong IP and manufacturing expertise, Atmel stands to significantly benefit from the adoption of metal mesh technology in the overall growth of the touch sensor market. While the XSense revenue ramp has been slower than anticipated, customer design activity is steadily increasing and we anticipate multiple new designs, including with additional Tier 1 customers who will roll out throughout the year. We expect a substantial number of these new designs will take advantage of the unique features of our technology, including narrow bezels, wider thinner stack-ups, curved surfaces and faster touch response." And: "Our XSense product is in volume production and the touch sensor market continues to represent a substantial opportunity for Atmel. Although the business has ramped slower than anticipated, we expect significant growth for this business in 2014 and beyond." More excerpts: "Blayne Curtis - Barclays Capital, Research Division And then on XSense, you mentioned the flow start with the one customer, but then you mentioned some wins that you have for this year. I was just wondering if you'd give us any kind of direction on the slope here. Is this going to -- is it going to be more back half loaded? Or will you get some benefit in the first half? And could XSense actually grow off of these more depressed levels in the second... Steven A. Laub - Chief Executive Officer, President and Executive Director The anticipation is that you'll see sequential growth in the business each quarter during the year. The business is at a -- it's at a size where seasonality doesn't impact this kind of business. It's just consistently more and more design wins. etc"

Edison have a new note just out today, reiterating their forecast of 11.3p EPS for the year ending next month, against a 96p share price, with 12.4p EPS next year, and a 3.9p dividend: Http://www.edisoninvestmentresearch.com/research/company/creston They conclude: "Valuation: Substantial discount The share price remains at a substantial discount to the sector of 48% on a calendarised 2013 P/E and 20% on EV/EBITDA, narrowing to 34% and 17% respectively for 2014. This is primarily a reflection of the current earnings plateau. Clarity on the strategy for moving profits and earnings ahead and delivery against market expectations, as well as a continuing strong net new business win position, will help close the valuation gap."

Bought back some of these this morning. A decent trading statement this morning - in particular that CRE are "comfortable that the full year results will be in line with market expectations." This sounds very confident, and perhaps hints that with continued economic recovery, and the digital advertising oom, results could even be ahead of expectations. Forecasts are for 11.2p EPS and a 3.9p dividend for the year ending next month. A P/E of 8.5 and a 4% divi yield are pretty tempting, especially with DE now gone and a "new broom" taking the company forward.

STAF now have a £5m and growing cash pile, so it's good to see the CEO talking about more acquisitions soon - no doubt very earnings-enhancing: Http://www.recruiter.co.uk/news/2014/01/financials-staffline-on-the-acquisition-trail-after-profits-rise/ "Andy Hogarth tells Recruiter that with plenty of funding available “we are still looking for acquisitions”. Hogarth says that any future acquisitions will be confined to the UK and to Staffline’s “core blue-collar” market or closely adjoined to it. Potential acquisitions will have annual sales of between £2m to £3m, all the way up to £100m, says Hogarth. The company says it is on track to hit its 2017 target of £1bn in sales, boosted by the continued growth of its OnSite platform, that increased by 15 sites during the reporting period to 194 (2012: 179), and now represents 82% of group sales (2012: 85%). Hogarth says the results reflected the group’s “excellent progress in 2013 during which time we maintained good levels of profit growth while investing in our future”."

Nice - Liberum lifts STAF to a Buy today, with a 630p target: Http://www.stockmarketwire.com/article/4746972/FLASH-Liberum-Capital-lifts-Staffline-Recruitment-to-buy-from-hold-630p-target-unchanged.html

Adjusted EPS of 46.1p is not only way ahead of expectations of 40.43p EPS, but it's ahead of this year's expectations of 46.09p EPS too. The 10p dividend is also at the top end of expectations. Broker upgrades likely.

Firstly, UBS announced they'd increased their holding above 3%: http://www.investegate.co.uk/communisis-plc--cms-/prn/holding-s--in-company/20140128103331P4390/ Secondly, Mark Slater's Fund announced they'd gone above 3% too: http://www.investegate.co.uk/communisis-plc--cms-/prn/holding-s--in-company/20140128135425P8D27/ And the coup de grace - CMS have just announced a huge second, multi-year contract win with Lloyds. I suspect the share price will start to really motor now: http://www.investegate.co.uk/communisis-plc--cms-/rns/new-outsourcing-arrangement-from-lbg-plc/201401281516587106Y/ "New outsourcing arrangement from Lloyds Banking Group plc Leading provider of personalised customer communication services Communisis plc (LSE: CMS), announces the award of an important new outsourcing arrangement from Lloyds Banking Group plc ("the Group" or the "Bank") for in-bound imaging and mail processing services. The arrangement is for an initial 10 year term, with a further 5 year renewal option, and will commence on 1 April 2014. The award is subject to a contract that is expected to be finalised by early March 2014. Communisis will handle more than 30 million incoming documents from customers annually for the Bank, covering all brands within the Group, including Halifax and Scottish Widows. These documents will be scanned into a digital format, indexed and distributed to the relevant Bank department for onward processing. Communisis will also take responsibility for the design of the Bank's forms for customer communications and internal operational processes. etc"

A poorly worded RNS today, but at the least we know TRAP have £22m or 10p per share in cash plus IGAS shares compared to a £9.5p share price. The increase in cash to £16m isn't great - they should have outlined (1) trade debtors and (2) inventories as these obviously make a huge difference and could take the total of cash/liquid assets plus shares to say £29m, or 13p per share. Re the fraccing, they seem unusually upbeat as they shouldn't be making promises about partnerships in public unless they think they can keep them: "our unconventional oil play where we remain confident of attracting partners during this year to target the drilling of a proof of concept well." Hopefully Surprise will come up trumps too with a farm-out this year. Athena has certainly done the business and appears to be continuing. A paragraph from another poster sums it up well: "In terms of cash, IGas shares, Athena, current major partners, unconventional / fraccing play and other assets then Trap is clearly very undervalued but with a discount for uninspiring and top heavy management. "

This sounds like a BIG win for Fendercare as part of a £1.1 billion project: Http://www.iol.co.za/business/companies/r19bn-sa-oil-hub-in-the-pipeline-1.1632551#.Utk6mOhFB9A "R19bn SA oil hub in the pipeline January 16 2014 at 03:47pm By Terry Hutson and Suren Naidoo -------------------------------------------------------------------------------- Durban - A R19 billion project involving the development of two offshore single buoy moorings (SBM), to be used by giant oil supertankers, is on the cards for the Zululand coast, south of Richards Bay. The twin reversible offshore mooring project is being developed and driven by Phangela Storage Farm and will be linked to a tank farm near Port Durnford station, about 26km from the port of Richards Bay. There is also set to be an offshore pipeline connecting with Durban and Richards Bay. The major project involves a 2 million cubic-metre liquid bulk storage and through-put hub. It will include a comprehensive storage tank farm and strategic reserve storage on behalf of long-term international and local clients.... ....Fendercare Marine has been appointed as the executing operator for the marine facilities, pilotage, mooring and diving."

Indeed Lindon. Judging by the VEC share price reaction to the Forspiro approvals in the last week or so in: - Denmark - Germany - Hungary - Sweden with presumably many more to come, this could bring in considerable revenues for CAR. And this is a product that's already been launched in Denmark, so is no longer blue-sky but is happening now.

HGR8 have now got four more large - and therefore much more profitable - jets to manage: Http://www.investegate.co.uk/hangar-8-plc--hgr8-/rns/operational-update/201401210700081059Y/ It's promising that they say this is "reflecting an increasing demand for long haul private aviation", suggesting that they have the orders in hand to fully utilise the extra capacity. These should benefit H2's results nicely. Yesterday Cantors said Buy and increased their price target to 270p: Http://www.wkrb13.com/markets/251583/cantor-fitzgerald-europe-increases-hangar-8-plc-price-target-to-gbx-270-hgr8/ "Cantor Fitzgerald Europe Increases Hangar 8 PLC Price Target to GBX 270 (HGR8) It's worth noting that Cantor's forecast of 24p EPS this year isn't shown on Hemscott, so many PIs may not be aware of it. When you take the large and increasing cash pile into account HGR8 are still on a single-figure P/E.

Have a read of this new article on Peppa to grasp the global potential: Http://www.worldscreen.com/articles/display/2014-1-10-kid-eone-family-monica-candiani-peppa-pig "Monica Candiani Talks Peppa Pig By Jessica Rodríguez Published: January 10, 2014 Monica Candiani, the director of international sales for eOne Family, talks to TV Kids about their children's property Peppa Pig and its performance in Latin America. Entertainment One (eOne) Family is a company that produces, distributes and licenses recognized programming properties. One of its more well-known series is the animated preschool show Peppa Pig, which follows an adorable piglet who lives with her little brother George Pig, Mummy Pig and Daddy Pig. Some of Peppa's favorite things are playing, dressing up, and going out and jumping in mud puddles. The episodes feature daily activities such as going to parks, swimming, visiting grandparents or biking. According to Monica Candiani, the director of international sales for eOne Family, the property airs on Discovery Kids Latin America with "incredible ratings, particularly in Brazil, Mexico, Colombia and Argentina, which are seeing prominent figures, even if the show has been on the air just since last May." Candiani says that since December 2013, Peppa Pig is also broadcast on Televisa, which will expand its audience reach. Candiani also points out that the success of eOne Family's programs through numerous territories "has shown that they have an intrinsic universal appeal that transcends different cultures, and we think that is because children around the world can relate to the simple humor of daily family life." In addition to the local language, many broadcasters air the show in English, "which represents an opportunity for brand expansion through education in the English language," says Candiani. "Initial plans are to work with specific categories, among them publishing in two languages and online language tools." "Latin America is a large market with high potential in terms of business," Candiani says regarding the appeal of that particular market for the company. "Somehow, the taste and culture of Latin American consumers is very similar to the European market, such as Spain, Portugal and Italy, and considering how Peppa has taken advantage of those markets in terms of licensing and merchandising, we are confident that we can replicate that success in Latin America." Exim and Televisa are Peppa Pig's agents in Latin America, and they have been working closely with eOne to reach agreements with a number of licensees in key categories, according to Candiani. They have also secured the categories of publishing and toys throughout the region, with several new lines in negotiation, including deals on clothing. Regarding future plans for the property, Candiani says the goal is to build on the success of the brand, "ensure that the TV

RNWH's AMCO are expanding "across the country": Http://www.insidermedia.com/insider/north-west/105916-engineering-business-takes-space-irlam "Engineering business takes space in Irlam Last updated: 10th Jan 2014 at 08:09am Engineering services company Amalgamated Construction (AMCO) has taken space in Irlam. The company, which is headquartered in Yorkshire, has agreed a deal for a 10,255 sq ft warehouse on Fairhills Industrial Estate. It has agreed an eight-year lease at £4.39 per sq ft as part of its expansion across the country. WHR Property Consultants is the sole letting agent on the estate and acted on behalf of a private landlord. John Barton of WHR said: "This unit is situated on the popular Fairhills Industrial Estate, close to the main Northbank Industrial Estate and forms part of an established commercial district with excellent motorway connections." AMCO has its headquarters in Barnsley and also has offices in Wigan, South Wales, Scotland and London."

Excellent trading statement. In particular, a 50% growth in operating margins year-on-year is pretty amazing. Should keep things bubbling nicely: http://www.investegate.co.uk/xaar-plc--xar-/rns/trading-statement/201401160700117724X/ "Xaar plc ("Xaar", "the Group" or "the Company"), the inkjet printing technology group headquartered in Cambridge, announces an update on trading for the year ended 31 December 2013. In line with the Board's expectations, Xaar expects to report adjusted revenue of approximately £134 million for 2013 (£137 million on a non-adjusted basis), an increase of around 55% compared to 2012 (£86.3 million). Revenue growth in 2013 was achieved mainly through significantly increased sales into the industrial sector, supported by strong growth in the packaging sector and modest growth in the graphic arts sector. Demand for Xaar's technology in the industrial sector was principally driven by the conversion of ceramic tile printing to digital inkjet from analogue processes, particularly in China. The Group expects to record a 2013 adjusted operating margin in the range of 30-31% (2012: 21%), with the growth in margin reflecting operating efficiencies despite a near doubling of R&D investment in 2013 versus 2012. The Group continues to maintain a strong balance sheet with net cash at 31 December 2013 of £53.5 million (31 December 2012 - £28.9 million). Preliminary Results for 2013 are expected to be announced on 18 March 2014."

Terrific news today - Konami is the fifth-largest gaming company in the world by revenue :o)) Good to see the agreement relating to mobile devices as well as PCs etc: http://www.investegate.co.uk/gameaccountnetwork--game-/bus/statement-re-partnership-with-konami-gaming/20140116070000Z4542/ "GameAccount Network plc secures partnership with Konami Gaming, Inc. Leading gaming manufacturer to move online with GameAccount Network ISE: GAME LSE: GAME GameAccount Network plc (“GameAccount Network” or the “Company”), a leading developer and supplier of enterprise-level B2B gaming software and online gaming content, announces the formalisation of its strategic partnership with Konami Gaming, Inc. (“KONAMI”) as originally set out in the Company’s Admission Document of November, 2013. In 2014, the Company will bring KONAMI games online. The Company will also offer its GameSTACK™ Internet Gaming System to land-based casino operators utilising the KONAMI SYNKROS™ gaming enterprise management system. KONAMI casino slot games locally deployed within the Internet Gaming System will join those available from Ainsworth, Incredible Technologies, Scientific Games, Reel Time Gaming, GamoMAT and Multimedia Games to create one of the widest selections of Class III gaming content available online in Adobe Flash and mobile client applications coupled to the Company’s proprietary range of casino table games and multiplayer skill-based games. GameSTACK™ GameAccount Network recently deployed its GameSTACK™ Internet Gaming System in New Jersey’s newly-regulated Internet gaming market. GameSTACK™ manages all customer registration, verification and banking and also offers a wide range of Casino Table Games, integrated Poker and diverse Casino Slot Games offered for real money regulated Internet gaming or virtual credits-based Simulated Gaming™ via PC & Mac desktop personal computers and mobile devices. Compatibility with the exacting regulatory regimes of New Jersey, Spain, Italy and the UK have made the GameSTACK™ Internet Gaming System a world-class regulated, certified and compliant solution for land-based casino operators seeking to move online. “GameAccount Network is a world-class provider of iGaming solutions. It was critical for us to find a partner who could deliver our game content online in a manner designed to help our casino customers grow their revenues and expand their businesses. Additionally, we selected GameAccount because our views on Internet and mobile gaming strategy align,” explained Steve Sutherland, chief operating officer and executive vice president at Konami Gaming, Inc. Dermot Smurfit, CEO of GameAccount Network, added: “Working in close collaboration with KONAMI to bring their games online in regulated Internet gaming markets is a unique privilege. Our mobile technology and expe

The market likes it too. The latest 2013 forecast is Panmure's for 5.07p EPS, which would leave CMS looking pretty good value at 62p given around 6p EPS forecast for this year and with the growth potential we know about. The international growth is particularly good, but it's also good to see debt lower than expectations. Excellent coverage here - Panmure say "materially undervalued", with an 84p target price: Http://www.liverpoolecho.co.uk/news/business/communisis-trading-line-boards-expectations-6508653 "Printing group Communisis impresses City analysts 15 Jan 2014 08:53 Solid year provides foundation for progress in 2014 A confident trading update from specialist printing and business services group Communisis was welcomed by Liverpool stockbroker Panmure Gordon today. Communisis, which employs 300 staff at its digital printing centre of excellence on Speke’s Estuary Commerce Park, produces a range of personalised billing and communications for a variety of clients such as utility companies and banks. It update for the year to December 31 issued today revealed that trading was in line with the board’s expectations and the group continued to make good progress towards its main goals. Its international expansion continues and the group said it now expects to achieve about 18% of its total sales from overseas sources in 2013, which compared with just seven per cent in 2012. Its order pipeline remains strong and is backed by a number of good contract wins during 2013, such as a key outsourcing deal with Lloyds Banking Group for its transactional communications. Communisis said net debt at the end of the year was lower than expected, at around £25m. It will publish its full annual results on March 6. Analysts Paul Jones and Mike Allen at the Chapel Street offices of Panmure Gordon reiterated their ‘buy’ call on the group’s shares after this morning’s update. They said: “A trading update from Communisis suggests all in line for 2013, and further progress following a number of contract wins. “In particular, overseas expansion is growing ahead of expectations, and we expect further growth in both UK and overseas business wins in the near future. “All this adds up to highlight the current lowly rating, and reinforces our view that the shares remain materially undervalued at current levels. “We leave our current estimates and (share) target price of 84p unchanged, and reiterate our buy recommendation.”"

Soleman1, no, Edward Vandyk is known as Doctor Doom! Simon aka Evil already has a substantial stake in OMI - from memory already in the millions of shares - so another 200,000 is a vote of some confidence.

Simon Cawkwell (aka Evil Knievel) has just posted on another board that he's now bought a further 200k: "Simon Cawkwell 14 Jan'14 - 13:40 - 12340 of 12341 0 0 Anyway, I bought another 200,000 at 11.5p. Rude not to. Simon Cawkwell"