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Terrific new article in Global Trader magazine which really sets out what HGR8 are about and is definitely worth reading in full re the long-term nature of HGR8's contracts, the medical sector expansion, the global growth etc: Http://www.gtglobaltrader.com/news/africa-just-what-doctor-ordered-plane-firm-expansion "Africa is just what the doctor ordered for plane firm expansion By Eric Jackson While Boris Johnston and David Cameron like to be seen on their bikes in the course of promoting business, the preferred mode of transport for the business big-hitters is the private jet. From being a private jet sceptic, entrepreneur and investor Warren Buffet even went as far as saying he wanted to be buried with his. John Travolta flies his own private jets – Jumbo scale in his case – while other celebrity private jet fans include Oprah Winfrey, Jackie Chan, Jay-Z and Tom Cruise. But behind the glitz and the glamour lies a multi-billion pound industry that helps business executives and political leaders conduct their trade in what they see as an economy sensible manner. However the Airbus A380, owned by Prince Alwaleed bin Talal Al Saud, costing an estimated $500m and including a two-car garage and a stable for horses and camels, would be difficult to justify. What many people don’t know about, though, is the essential – and often life-saving – services involving private jets from California to Korea, and now increasingly in Africa. British-based private jet operator Hangar8 – which has a 50-plane presence across the globe, including such places as Almaty in Kazakhstan - is one of the sector’s leading companies in the world and the main early adopter of operations in the continent, much of it surrounding medical evacuations and in-air treatments. Great The growth in demand has been so great that the firm, which is AIM-listed on the London Stock Exchange, has recently added a new Bombardier Challenger jet to its fleet of aeromedical aircraft in Africa. Heading up operations there is 37-year-old Chris Perry, a qualified pilot with South African and UK citizenship, who has flown private planes in Europe, Russia and Africa and who joined Hangar8 in 2010. Chris, whose terra-firma interests include squash, golf, skiing and shooting, says that while South Africa is the major aviation hub on the continent, other countries are catching up fast. Last year, the company’s aeromedical business in Africa saw revenues increase by 300%. “With many major international companies investing in new ventures across Africa, employees are spending more and more time travelling to remote areas in less economically developed parts of the continent. It is in areas like this that high quality aeromedical facilities are more important than ever,” he says. “This is why our aeromedical fleet is equipped to fly anywhere in Africa – from South Africa to the Republic

Superb Q2 results today, ahead of expectations and with enhanced guidance for the rest of the year. Vastly reduced production costs, increased reserves - and the gold price is moving back up at the moment: http://www.investegate.co.uk/orosur-mining--omi-/bus/orosur-mining-inc--q2-results---14-829-oz-gol---/20140114070000Z4169/ OMI has a m/cap of around £8.5m, yet now has just over £5m in gross cash, generating about $2.7m PBT for the last quarter alone. With around £1.2m net cash after debt. Net cash generated from operating activities for the quarter was $7.2m! OMI seems very, very cheap on this basis.

VSA Capital now have a 250p target for IGAS. This would make TRAP's 4.1m IGAS shares alone worth around £10m, against TRAP's £19.9m m/cap.. Even at the current IGAS price the shares are worth around £5m, with the huge and increasing cash pile etc on top. Fortunately TRAP can't dispose of any of the IGAS shares until 10th March per the completion conditions, so they will be benefiting from the current rise.

Extremely interesting report from Korea - Samsung introduced at CES a foldable display incorporating a metal mesh material. Given Atmel's good relationship with Samsung I'd have thought there's a good chance this is XSense? Http://english.etnews.com/device/2900113_1304.html "Samsung Display showcased world’s first foldable display at the CES 2014/01/13 By Mun Bo-gyeong/Lee Hyeong-soo Samsung Display showcased the world’s first foldable display. This targeted some customers and the related persons only. However, the fact that Samsung Display releases a prototype as the first in the world suggests that the foldable display commercialization has come closer. According to the industry on the 12th, Samsung Display showcased a foldable display targeting VIPs at the Encore Hotel in Las Vegas, U.S. during the CES 2014. Foldable display is the final version of flexible display. Samsung Display mass produced bendable display, the first version of flexible display, last year. The next version is a display that can be rolled up and spread out like a scroll. However, Samsung Display jumped up a stage and directly moved on to the foldable display. The showcased display is applied with an active-matrix (AM) organic light emitting diode (OLED) created using a plastic substrate measuring 5.68” in size. Made with a film-like polyimide (PI) substrate, this display is thin and folds like paper. What is noteworthy is that Samsung Display has even applied a touch screen panel (TSP) to this display. Samsung Display, according to sources, has applied TSP, which is made using a single layer metal mesh material. Currently, Galaxy Round uses an indium tin oxide (ITO) film. However, the foldable display cannot be applied with ITO. Therefore, Samsung Display must have opted for the metal mesh material that ensures bending property. ITO breaks easily and the conductivity decreases as resistance in the bent surface rises sharply. In addition, a display applied with a single-layer TSP is solved of the problem where a rupture is formed in between sensor layers when the display is bent. As foldable TSP display requires quite a level of technological power, Samsung Display’s advanced technology took the attendants at the event by surprise. In November last year, Samsung Electronics Vice Chairman Gwon O-hyeon announced a plan of foldable display launch next year at the Analyst Day event. “We will release a foldable display around 2015,” said Vice Chairman Gwon. “We still have a few technical issues to be solved.” By specifying the time of release as 2015, Vice Chairman Gwon expressed Samsung’s will to open the era of foldable display and its confidence about the technological progress. It is evaluated that Samsung Display clearly demonstrated its technological leadership by showcasing the prototype at the CES. “To commercialize a foldable display, we need to ensure enough r

I've bought some IDOX for the first time on the dip today. Today's results were evidently better than expected, and the outlook appears promising. Basically IDOX appear to have sorted themselves out, with a good H2. Adjusted EPS of 3.53p appears to be much better than forecasts, which ranged between 2.5p and 3.2p. Plus there's a 0.7p dividend. I note that Finncap have initiated coverage today with a Buy and a 44p price target: http://www.stockmarketwire.com/article/4735656/FLASH-Finncap-starts-IDOX-at-buy-target-44p.html

It's worth noting that ETO are not only distributors for the already-released American Hustle, but their forthcoming releases also include both 12 Years a Slave and Dallas Buyers Club, both almost certain to be heavily Oscar-nominated: Http://uk.eonefilms.com/home These three films could mean a clean Oscar sweep for ETO!

News of a new £900,000 flood defence contract win for RNWH's Seymour Engineering - one of many perhaps given what's happening: Http://www.thenorthernecho.co.uk/news/10912835.Essential_work_to_protect_homes_from_flooding_in_Chester_le_Street/ "Essential work to protect homes from flooding in Chester-le-Street. 12:32pm Friday 3rd January 2014 ESSENTIAL work to help protect eight homes in a north Durham market town from flooding is due to begin. Northumbrian Water is investing £900,000 to upgrade the sewer network in Netherton Close, Whitehill Way, Waldridge Lane and Auckland, in Chester-le-Street. The work, which is being carried out by contractor Seymour Civil Engineering, will begin on Monday January 13 and is expected to take about seven months to complete.... ...Brian Ford, Northumbrian Water’s project manager for the scheme, said: “Reducing the risk of flooding is one of our top priorities. etc" Also, RNWH's VHE are about to begin work on a £3.45m contract in Glasgow: Http://www.eveningtimes.co.uk/news/contaminated-land-set-for-35m-clean-up-bid-146624n.23008458 Extracts: "Contaminated land set for £3.5m clean-up bid WORK to regenerate an area blighted by ­industrial contamination will begin in January in a project worth £3.45million. The regeneration of Stane Gardens in Shotts, North ­Lanarkshire, starts on January 13." "In January, contractors VHE will cover the whole site with an impermeable material to contain the contamination."

Atmel have just announced the use of XSense in this car console touchscreen: Http://finance.yahoo.com/news/atmel-showcases-futuristic-curved-touch-130500564.html Extract: "Atmel Showcases Futuristic Curved Touch-Centric Automotive Center Console Concept at CES 2014 Featuring Atmel XSense Flexible Touch Sensor Technology and Highlighting Next-Generation HMI Interfaces, Atmel's AvantCar Center Console Concept Demonstrates Sleek, Curved Capacitive Touchscreens With No Mechanical Buttons" "More technical details about how Atmel technologies support the key features of this next-generation automotive center console are highlighted below: •Curved touchscreen Display. XSense, Atmel's highly flexible touch sensor, using metal mesh technology, can be used on curved surfaces and edges, giving this new center console a sleeker, more elegant design versus older, traditional generation designs that are not entirely conducive to a driver's needs. XSense also allows for the replacement of mechanical switches or rotary knobs on the curved center console with moisture resistance and glove support for drivers in cold climates."

Good to see CIT named as one of four "key players in the Global Printed Electronics Market", per this new (and very expensive) report: Http://www.pcbdesign007.com/pages/zone.cgi?a=97172 "Global Printed Electronics Market Driven by Miniaturization Thursday, January 02, 2014 | PR Carbon -------------------------------------------------------------------------------- Reportstack has announced a new market research publication on Global Printed Electronics Market 2014-2018. The following companies are the key players in the Global Printed Electronics Market: Novacentrix, NTERA Inc., T-Ink Inc., and Conductive Inkjet Technology. “The miniaturization of electronic devices is an emerging trend witnessed in the global printed electronics market. Increasing technological advancements in the market have led to the miniaturization of electronic devices, which in turn is resulting in the development of compact and flexible electronic devices. As a result, printed electronics solutions are the perfect solution for miniaturization of electronic devices. With the help of printed electronics technology, electronic components can be developed in various sizes. Moreover, these components are robust and consume low power. As a result of the advantages of miniaturization, electronic device manufacturers have been increasingly adopting printed electronics technology for their respective products,” says the report. etc"

DQE India up yet another 5% overnight to 41.6.....DQE here in the UK is trailing well behind as it effectively should be 1:1 with India at present.

News dated Christmas Day: Http://www.seawork.com/news101/fendercare-marine-secures-major-eastport-uk-contract "Fendercare Marine secures major Eastport UK contract 25 Dec 2013 Fendercare Marine (stand A139 at Seawork 2014) has won a significant contract to supply 17 2.0m x 3.5m Yokohama fenders to Eastport UK to be used at Great Yarmouth. Fendercare Marine is currently celebrating 25 years of trading, having expanded to become a leading provider of third party ship-to-ship transfer services in the world, as well as a key supporter to the UK renewable energy industry, operating from 40 locations globally. Privately owned and operated by Eastport UK since May 2007, the port at Great Yarmouth is a modern, multi-purpose facility integrating a deep water outer harbour with a well established river port. Newly constructed, the outer harbour became operational in February 2010. Jamie Frater, CEO for Eastport UK said: “The new Yokohama fenders we have purchased from Fendercare Marine are a proven product and provide us with greater flexibility to cater for a range of different sized vessels, further enhancing the attractiveness and suitability of the Outer Harbour to current and future customers.” Eric Plane, Fendercare Marine MD commented: “Our ambition is to ensure that Fendercare Marine is the ‘go to’ name on our client’s lists regardless of what the issue or requirement may be. We want to take what started as a tiny company founded in a back bedroom, 25 years ago, and turn it into a truly global marine services provider without losing our roots, our ethos and our passion for business.”

A great find from Dontay elsewhere. Atmel are showing at CES from 7-10 January, and they say: "come see the industry’s first futuristic touch-centric curved automotive console powered by Atmel XSense" I wonder which car this is to be in? Once again, we should remember that XSense is targeted at "consumer, automotive, industrial and medical markets" - laptops, tablets, smartphones etc are just the start: Here's the link: Http://www.atmel.com/microsite/CES_2014/default.aspx "Don’t forget to stop by Atmel’s Technology Zones at 2014 CES. This year, Atmel will be showcasing its cutting-edge technologies powering the latest devices used in your living room, garage, Maker community and more. See the hottest smartphones, tablets, Ultrabooks, smart TVs, gaming, lighting, thermostats, and more, being powered by Atmel’s latest innovations. Also, come see the industry’s first futuristic touch-centric curved automotive console powered by Atmel XSense, maXTouch and microcontroller technologies. See the hottest smartphones, tablets, Ultrabooks, smart TVs, gaming, lighting, thermostats, and more, being powered by Atmel’s latest innovations. Atmel will also be at the ZigBee Alliance Pavilion: Booth #20612, to showcase some its latest ZigBee and RF wireless technologies. Come check us out! See Atmel’s smart, ZigBee Light Link demo controlled through wireless color lamps using Android and a Wi-Fi access point. And, check out our latest ZigBit modules using our XPlained PRO board. See you at the show. Atmel Touch Technology Visit the Touch Technology Zone to see the latest consumer gadgets being powered by Atmel maXTouch technologies. Come see Atmel XSense, a revolutionary new flexible touch sensor based on metal mesh. XSense opens a new world of possibilities for your touch-based products for the consumer, automotive, industrial and medical markets, with its curved surfaces and edges."

Interesting post on Yahoo from a trusted poster called Whiteshoeshyer, who often posts info about Atmel's Colorado Springs plant which produces XSense - he appears to work or have contacts there. Part of the plant had a small fire which has now been sorted out, but XSense production is not only unaffected but apparently booming: Http://finance.yahoo.com/mbview/threadview/?&bn=f18a6d1c-de4b-3051-99de-8729a6637b42&tid=1387827987702-80b8d194-13b0-4023-9536-6c00d48f0405&tls=la%2Cd%2C0%2C3 "The good news was that they cancelled Christmas vacation for the Xsense production due to too many orders" "UPDATE: Xsense that is made in building 4 has not been shut down and will work through the holidays."

Yesterday's news from VEC that their Forspiro inhaler has received its first European approval is excellent news for CAR. Holders should already know that CAR make the Gyrohaler inhaler for Forspiro, as confirmed below. Those new clean room facilities built recently should have plenty of new product going through them. I'm also a long-term holder of VEC, which is another top-notch company imho: http://www.lse.co.uk/AllNews.asp?code=fds7xifu&headline=Vectura_Group_Sandoz_Gets_Danish_Approval_For_AirFluSal_Forspiro_Inhaler "Vectura Group: Sandoz Gets Danish Approval For AirFluSal Forspiro Inhaler Wed, 18th Dec 2013 11:45 LONDON (Alliance News) - Vectura Group PLC Wednesday said partner Sandoz has received Danish marketing authorisation for AirFluSal Forspiro, a new inhaler for patients with asthma and chronic obstructive pulmonary disease. Sandoz is the generics division of Swiss pharmaceutical company Novartis AG. Vectura develops treatments for diseases of the airways. It then licenses the treatments to big drugs companies which market the products. AirFluSal Forspiro was developed by Vectura. It was previously known as VR315 and is an inhaled combination therapy for asthma and COPD using Vectura's GyroHaler dry powder inhaler."

The Naked Trader has just bought some KBC and tipped it as a nap for 2014... Http://www.nakedtrader.co.uk/ "So first off is KBC (KBC) where I bought 5,000 at 100 and a few more live at the seminar too a bit higher. Profit are on the up, and it has cash too. And it's in a good area of the market with plenty of potential to win new contracts and possibly could be seen as a takeover target too. I think the shares are worth at least 130 but I reckon they have potential to hit 150 in time." "KBC Advanced (KBC) Already mentioned above, so cheap and so much potential for new contract wins and my top one for a potential bid!"

Good to see ACM moving up again today. And certainly interesting to see Oryx increasing their stake in ACM again to back above 10% per yesterday's RNS: http://www.investegate.co.uk/accumuli-plc--acm-/rns/holding-s--in-company/201312111755023347V/ I wonder if it's because they like the new Eqalis acquisition, with its focus on Big Data etc.

Fantastic Q2 performance - looks like this is an excellent story developing now. Increased production guidance for the year PLUS vastly reduced operating costs. Great stuff - the £8.7m m/cap is surely ridiculously low considering the cash inflows at current levels: http://www.investegate.co.uk/orosur-mining--omi-/bus/orosur-mining-inc--q2-results--14-829oz-produce---/20131210070000Z0617/ "Ignacio Salazar, CEO of the Company commented: “Orosur is delighted to have achieved another strong set of quarterly operating results. It is with great pride that our team continues to demonstrate the sustainability of robust operating figures realized so swiftly on the back of the focused operational and organizational improvement programmes initiated over the past half year. This performance has enabled Orosur to increase production guidance and reduce unit cost expectations for fiscal 2014. The successful results from our near mine exploration team and subsequent additions to our reserve base is in line with our intention to deliver further improvements both in the short and long term”. "

Looks like just a little profit-taking following the recent great run. Westhouse are forecasting 22.3p EPS for this year and 25.4p next year, so a single-figure P/E - and even better on an EBITDA basis and with a cash pile to take into account. I believe those forecasts will be beaten anyway. It won't be long imo before there's another run-up, especially with the interims due around 1st March or so.

Today's RNS notes trading in line with 55.7p EPS expectations, plus a 7.5% increase in orders year on year, which is fine by me. Plus plenty of cash and dividends too. A P/E of 1.4 then at 78p. An absurdly silly price imho. I've bought a few today. Here's what the influential Evil Kneivel says today: Http://t1ps.com/shop/page-article/action-article.show/id-130024831 "Naibu (NBU)'s trading update is terrific. It is true that there will be a two month delay in opening their new factory but that this will have a negligible effect upon the market's profit expectations. Most important of all there is no suggestion that the company is in anything but rude good health. This means that at under 100p the shares are absurdly cheap."

Air Partner (AIP) state today that "trading during the period has been encouraging" - in the context of an RNS the word "encouraging" is a rather bullish word to use. Good news.