Member Info for rivaldo

EROS has worldwide distribution rights to Grand Masti, and it's a "huge hit" already with 40 crore in the bank in its first weekend alone - this against a low 35 crore cost. Looks like a potential blockbuster: hxxp://www.koimoi.com/box-office/grand-masti-is-a-grand-success-1st-weekend-box-office-collections/ "The film managed to score a weekend of over 40 crores which is just superb, considering the fact that it doesn�t feature anyone from the Top-10 actors in the industry. In the process it has left behind the record of Raaz � The Mystery Continues (36 crores) and The Dirty Picture (30 crores), both top scoring adult films. While the record of first day and first weekend is pretty much in the kitty of this Riteish Deshmukh, Vivek Oberoi and Aftab Shivdasani starrer, there are also good expectations of first week record falling into it�s kitty as well. The film is a huge hit, and how!"

Interesting to see buying coming in at 650p and now 670p. Something afoot?

Looking good - and here's news of a raft of new products being commercially launched: http://www.vislink.com/news/news/newsdetail.php?ID=460 "15th September 2013 Amsterdam, Netherlands New Products Generate Excitement At IBC For Vislink Vislink were once again at IBC and this year really pulled out all the stops by launching three new products. The Advent motorised MSAT, the Gigawave INCAM-G and the Link L1700. On top of this the stand featured a DTM race car and Valentino Rossi's Yamaha MotoGP bike. From the moment the show opened the stand was busy with visitors eager to see the new products. Both the the INCAM-G and the L1700 camera transmitters had been kept under wraps until the show opened to make the most of the impact and it worked. Both of these have produced a lot of interest and excitement from customers old and new, and all the Vislink staff were engaged in discussions about the new products. In addition to this Vislink showed the LiveGear range of products including the AirStream, AirCam and NewStream. The show is on target to be very successful for the group and we want to thank all those who took the time to visit us."

Moving up nicely now to new highs before the imminent year end trading statement - an excellent sign. Given that this is a new IPO, one would expect the maiden results to be good.

New highs now. And this is very interesting - FSJ launching a range of new underwater vehicles and expanding into new areas. These look like they'd sell for big money and would certainly have global markets. It's a long article, so click on the link to read the detail about the vessels - it's worth reading: hxxp://defense-update.com/20130910_a-range-of-diver-delivery-vehicles-debut-at-dsei-2013.html "A Range of Diver Delivery Vehicles Debut at DSEI 2013 September 10, 2013 at 08:10 A range of Swimmer Delivery Vehicles (SDVs) known as The SEAL Pod was introduced today at DSEI 2013 by James Fisher Defence (JFD), a leading sub-sea rescue, operations and engineering company. The launch of The SEAL Pod is a result of JFD’s partnership with Swedish company DCE AB, a leading consultancy and manufacturer of specialist marine crafts. The SEAL Pod vehicles are surface or sub-sea craft, each optimised for a particular deployment method or mission profile and can be provided in a number of configurations including a Sea Carrier, providing high speed surface transit, a submarine-launched Sub-SEAL for underwater delivery from a hanger or Torpedo SEAL, deploying two divers via the submarine torpedo tube. The launch further strengthens FD’s Special Operations division as well as the breadth of products and solutions the company provides to covert operations markets, including special forces, law enforcement, counter-terrorism, maritime protection and mine countermeasures. “We are now seeing significant growth in navies looking to develop specific maritime skills for special forces, counter-terrorism and other areas of covert operations, which have declined due to the rise of land-based conflicts over the past decade. In conjunction with this, there is now a fundamental requirement for navies to keep their physical assets, including submarines and vessels, as far away from conflict as possible, which is leading to the integration of SDVs onto suitable submarines and other platforms.” said Ben Sharples, Managing Director, James Fisher Defence, “The SEAL Pod enables us to provide customers with a range of SDV solutions that meet their specific operational requirements. There is a myth that developing specialist maritime capabilities for these specific markets requires significant customer investment; the reality is that the focus must be on implementing a solution that fits with a navy’s current infrastructure, which can then be scaled accordingly as they develop their skills sets, and as new products and technologies come on line.” etc"

I note that the US$, although off its highs, is currently much higher against the peso than it was through almost all of Q1: http://finance.yahoo.com/q/bc?s=USDUYU=X&t=3m&l=on&z=m&q=l&c= Certainly Q2 will have got off to a flyer in currency terms.

This excellent summary confirms why yesterday's news was good for TRAP: http://www.thefiringroom.com/ Extract (the Conclusion only): "Looking ahead As per the company’s most recent update, Athena continues to pump around £1.5m of cash into Trap’s coffers each month. The firm’s interim results, due towards the end of September, should provide a useful update on Trap’s cash situation, and on any progress towards an operated drilling schedule for 2014. Overall, I think that today’s news is a net positive for Trap investors, as it bolsters the firm’s increasingly strong cash position without subtracting too much from its asset portfolio. The IGas shares should be readily convertible to cash at a reasonably stable price, or could perhaps be held as a long-term bet on UK onshore gas fracking — IGas has a significant licence area in the Bowland Shale and is one of the top contenders for fracking success. I’m going to continue to hold Trapoil, with a target price of 16p."

I can see OMI back at at least 40p in no time. Remember that OMI traded at 80p-90p not long ago. The gold price may have been at $1,600, but then costs were well above $1,000 - and OMI were frittering away money on diverse exploration. Now costs are massively down, whilst the gold price is still up at nearly $1,400 - and cash is being conserved in readiness for what management have said will be large dividends.

Terrific stuff. These figures make a mockery of the mere £8m m/cap. Looks like the new management are underpromising and overdelivering too. Excellent.

There's news on the web site of further "significant" sales which appear to be in addition to the recently announced contract wins: hxxp://www.abd.uk.com/en/News "19 August 2013 - ADAS robot sales to NHTSA and CSI spa ABD is pleased to announce two significant robot sales, to CSI spa in Italy and the National Highway Traffic Safety Administration (NHTSA) in the USA. CSI spa is the only EuroNCAP-accredited laboratory in Italy and has been using ABD's SR60 steering robot for sine-dwell testing for more than a year. In order to widen its track-testing capabilities to include the new EuroNCAP Autonomous Emergency Braking (AEB) procedure, a significant expansion of its driving robot capabilities was required, and CSI spa chose an ABD Torus steering robot and two CBAR pedal robot systems, together with the OxTS RT-Range system. This substantial order will give CSI the ability to control and synchronise multiple vehicles with exceptional accuracy, necessary to perform the AEB test procedures for City and Inter-Urban systems, as well as testing other ADAS technology. Its new Torus steering robot will also enable CSI to perform sine-dwell, fishhook and other steering tests in a wide range of vehicles without the need to remove or disable the steering wheel airbag. The NHTSA is an agency of the US Department of Transportation and is one of the biggest driving forces globally for the improvements in road safety. It has purchased an ABD Combined Brake and Accelerator Robot (CBAR) for use in its ongoing development of test methodologies for assessing ADAS technology. In developing procedures for testing Dynamic Brake Support and Collision-Imminent Braking, the NHTSA required a device which could control the speed of any vehicle and then apply accurate and repeatable brake inputs. ABD's CBAR was developed to be the perfect tool for vehicle speed control and brake inputs, and has been purchased by customers worldwide for ADAS testing, including numerous OEMs, the Transportation Research Centerm Inc. in the USA and the majority of the EuroNCAP test laboratories. ABD is delighted to be working closely with organisations such as the NHTSA, CSI spa and the other EuroNCAP test laboratories that are driving forward safety for road-users worldwide."

Yet another $7.5m in the bank effectively, or over 2p per share. I also can't believe the share price hasn't moved up - yet. Doesn't reflect too well on the original Reach transaction given the large non-cash write-down, but who cares. We are where we are, and this adds yet more cash/liquidity and firepower. Cash plus IGAS shares must be 12p-13p+ per share by now? And as Darcon has posted elsewhere, "The IGAS shares give TRAP exposure to the onshore shale story. .. ...With the cross-holding there could be more of an incentive for IGAS and TRAP to cooperate on the offshore project too perhaps " http://www.investegate.co.uk/trap-oil-group-plc--trap-/rns/proposed-disposal-of-interests/201309090700124758N/

http://www.dailymail.co.uk/money/markets/article-2414119/Carclo-shares-jump-trading-update-brought-forward.html#ixzz2e9UJGeFw "Carclo shares jump as dealers hear October trading update to be brought forward By GEOFF FOSTER PUBLISHED: 21:54, 6 September 2013 Berlin has been the venue this week for IFA, one of the world’s largest consumer electronics show. South Korean giant Samsung paraded its latest smartphone the Galaxy Note 3, but what made the world really sit up and take notice was its Galaxy Gear. The first smartwatch allows users to make and receive phone calls and text messages as well as take digital pictures from their wrist. Touchscreen phones and tablets appear to be a ‘must have’ for everyone these days and a company whose injection moulded plastic components (CIT) provide a robust plastic touchscreen for use in expensive mobile phones, is to no real surprise attracting increasing investment support. West Yorkshire based Carclo jumped 23.5p to 390p as dealers heard that a trading update has been scheduled for the week beginning October 7, earlier than expected. Taking the view that you never bring bad news forward, buyers piled in. Carclo has worked diligently over the past couple of years perfecting its technology, working with America’s Atmel, one of the biggest touchscreen makers in the world. Carclo makes the CIT and Atmel applies it to screens. Atmel supplies Samsung as well as a number of Asian electronics firms. Broker Liberum Capital says with Atmel, management expects to become a major player in the £3.2bn industry. Its target price is £6."

Interesting interview with the CEO - RNWH are looking for more acquisitions and targeting £500m turnover (currently £300m).... hxxp://www.yorkshirepost.co.uk/business/business-news/11m-land-sale-moves-renew-holdings-to-debt-free-position-1-5974978 "£11m land sale moves Renew Holdings to debt-free position Published on the 22 August 2013 ENGINEER Renew Holdings said it is now in a strong position to make further acquisitions after announcing that it will see a £1.3m exceptional net gain in its annual results following the sale of 71 acres of land. The Leeds-based group said that the cash will be used to pay off borrowings used to finance its recent £8m acquisition of Lewis Civil Engineering, based near Cardiff, which is to boost its presence in the water industry. Renew’s sale of the land near Rugby for £11m moves the group to a debt-free position. Analysts at Numis said: “Coming so soon after the acquisition of Lewis Civil Engineering, this clearly puts the group in a strong position to continue to self-fund acquisitive potential alongside its attractive organic growth profile.” CFO John Samuel told the Yorkshire Post: “In terms of growth, what we’re looking to do is broaden and penetrate further into our clients which gives us an organic growth... and then on top of that where appropriate find acquisitions that have got all the same characteristics of the businesses we currently own and where we can bring some additional value to those businesses.” He added: “We are definitely on the lookout to find other suitable businesses to add to the group.” The deal to buy Lewis marked Renew’s first since it bought Amco in February 2011. Mr Samuel said that the sectors in which Renew is involved, the maintenance and renewal of the UK’s infrastructure, are stable and predictable sectors, but do not inherently have “stellar growth prospects” due to the nature of their spend profiles, hence its acquisitive approach. Yesterday, the group announced that three exceptional items would impact its results for the year ending September 30, 2013, resulting in an exceptional net gain before tax of £1.3m. These items include the land sale near Rugby, as well as the write-down of land assets held in the United States by £5.2m to £2.7m and a provision of £2.9m relating to the previous closure of certain regional building businesses against costs due mainly to the insolvency of certain subcontractors. Renew announced in March 2011 that it was withdrawing from the non-specialist building markets it had regionally, mainly in the North East and North West of England. The sale of agricultural land near Rugby resulted in an exceptional profit of £9.4m, said the group. “It has been a complex deal, it has taken a long time but obviously it has delivered significant return,” sa

I've been buying these in my ISA. Excellent contract news recently, but also looks cheap given that the year end is just coming up - 31st August - and ABDP are looking good to meet expectations of 9.89p EPS. There's a slight reduction in EPS this coming year to 9.62p EPS given the (small) IPO dilution, but with recent contract wins I'd hope for upgrades from Charles Stanley once the results are out. It's also good to see ABDP are forecast to have £4.3m net cash at the end of this month, against the £18.9m m/cap. Strip out the cash, and ABDP will soon be on a historic P/E net of cash of probably only 9 or 10. Which strikes me as rather undercooked for a world leader in its global and growing field. We should get a 31st August year end trading statement soon which, given recent news flow, and that ABDP floated so far into its year, should be good news imho. It's also interesting that over 86% of the shares are held by directors and major shareholders. Any sort of demand for the shares could result in a nice squeeze (perhaps borne out by today's rise on small volumes).

Wow - the RNS this morning should pretty much guarantee a decent buffer to the share price going forward. ACM intend to buy back up to almost £1.2m of shares, starting today - around 5% of the shares in issue of what's already a reasonably tightly held company. This is also perhaps indicative of a degree of confidence for the future. I've topped up with a few more: http://www.investegate.co.uk/accumuli-plc--acm-/rns/share-repurchase-programme/201308220809112657M/ "Pursuant to the authority given to Accumuli by shareholders at its Annual General Meeting on 15 August 2013, the Company announces that in order to be able to buy back shares both during and outside of close periods, it has entered into an irrevocable, non-discretionary programme with finnCap Ltd, the Company's nominated adviser and broker, to purchase ordinary shares of 0.25p each in the capital of the Company ("Ordinary Shares") up to a maximum value, in aggregate, of GBP0.75m (the "Buyback"). The number of Ordinary Shares acquired pursuant to the Buyback shall not exceed 7,400,000 and the Company intends to transfer all such Ordinary Shares to Accumuli's employee benefit trust. The Buyback shall operate from 22 August 2013 until cessated by the Company Any acquisitions will be effected within certain pre-set parameters and in accordance with the Company's general authority to repurchase Ordinary Shares."

Nice - Questor in the Telegraph upgrades FSJ to Buy from Hold this morning: http://www.telegraph.co.uk/finance/markets/questor/10255402/Questor-share-tip-James-Fisher-a-buy-once-more.html "Questor share tip: James Fisher a buy once more James Fisher now a buy up from hold, says Questor By John Ficenec 6:00AM BST 21 Aug 2013 Questor says BUY Shares in James Fisher look cheap, with the business likely to accelerate in the second half. Fisher is a deep sea diving and submarine rescue specialist and full-year earnings forecasts are likely to be raised by City analysts. Yesterday�s results for the six months to the end of June showed pre-tax profits up 11pc to �18.6m on revenue 7pc higher at �201m. The numbers saw Fisher shares defy wider market weakness, by rising almost 6pc. Over the half year, the Barrow-in-Furness-based marine specialist enjoyed buoyant demand for services in the offshore oil market . Its advanced �saturation� techniques which allow divers to go deeper underwater for longer and are more efficient than conventional air breathing operations, have seen strong demand. Offshore oil operations reported revenue leaping by over a fifth, and profits rising 15pc to �9m, on business in the North Sea, Latin America and Asia Pacific. Fisher continued to expand into higher margin diving business, yesterday announcing the �3.25m purchase of Osiris Marine Services which provides sub-sea services primarily to wind farms. This follows the �20.8m purchase of diving equipment supplier Divex in March. Fisher�s results were also boosted by contracts in West Africa. Oil extracted from the heart of Africa needs transferring to supertankers moored offshore because of the lack of port infrastructure. Marine operations, that include ship-to-ship oil transfer, saw underlying profits rise 7pc to �9.4m. Encouragingly growth is being funded by cash generation rather than debt. An excellent cash flow performance and the �25.5m sale of the railway engineering business during the first six months resulted in net debt falling to �76m from �99m, year-on-year, leaving a strong balance sheet. Announced alongside these results was the sale of a 25pc holding in the Foreland joint PFI project with the Ministry of Defence which raised a further �11.4m. The mergers and acquisitions activity led to a tweak in group structure with submarine rescue, Divex and Nuclear falling under Specialist Technical, while Fendering, Strain and Maritime Services operations became Marine Support. With growth expected to accelerate into the second half, and a strong balance sheet for further acquisitions, a 2013 earnings multiple of 16, falling to 14.9 next year, doesn�t look too demanding. Add in a healthy 10pc increase in the interim dividend to 6.46p, due on November

Numis' forecasts to go with their increased 120p target are 8.2p EPS this year and 9.1p EPS next year, with 3.2p and 3.5p dividends respectively, so still on a single-figure forward P/E at present. Interesting article from yesterday: http://www.theaustralian.com.au/australian-it/it-business/social-media-digital-drivers-of-employment/story-e6frganx-1226700107169 "Social media, digital drivers of employment by:Jennifer Foreshew From:The Australian August 20, 201312:00AM DIGITAL opportunities and social media marketing are driving the next wave of technology roles, according to a global hiring expert. Harvey Nash global chief executive officer Albert Ellis said in every industry the focus would be on digital technology. "Wherever there is a digital opportunity, companies are grasping at that as a channel to market," he said. Mr Ellis, who was visiting Australia last week, said engineering-related technology jobs would be popular globally. "We have teams of technology people that are actually creating embedded software to improve systems in cars," he said. "It is all about digitising the consumer and the citizen's experience whether it is in the car, in the home or at work." Mr Ellis, who is based in London, said other hot jobs would be related to developing software and code for social media either as a leisure activity or as a business model. Those with skills in languages such as PHP and HTML5 were already in high demand. "Increasingly, companies are looking for developers who have commercial sense and understand how consumers interact with their mobile devices, be it the iPhone, the BlackBerry or the tablet." Mr Ellis said employees who could empathise with the experience of the customer were also sought after. "Industry knowledge and the experience and passion for the business are now very much a part of the skill set." The recent Harvey Nash CIO Survey 2013 found the classic technology skills of business analysis, enterprise/technical architecture and project management still remain the most in demand globally. Mr Ellis said advertising, marketing and channel marketing would evolve around social media. "It is all around people who don't actually watch a TV ad any more to go out and buy a product," he said. "They rely more on their friends recommending something, sending a referral, a good YouTube video that is subtly promoting a product and has got a sense of humour, is clever and been circulated virally." Mr Ellis said on the west coast of the US social media experts were already in demand. "They are looking for these crossover marketing technology individuals," he said. "It is going to be all about social media and how the business uses those new channels, which are growing at the expense of old channels that are shrinking, and the sorts of individuals that understand h

DQE is up around 60% in India in the last few days, moving up 5% consistently each day. Something happening? hxxp://www.moneycontrol.com/india/stockpricequote/mediaentertainment/dqentertainmentinternational/DEI01

From the Cambridge news: http://www.cambridge-news.co.uk/Business/Business-News/Signifying-the-benefits-of-security-20130813113824.htm "Signifying the benefits of security While it is said that fathers often know what’s best for their sons, this isn’t a view to which Gavin Lyons, chief executive of cyber threat security firm Accumuli, would necessarily subscribe. Having been something of a highly promising footballer on the books of both Watford and Wycombe Wanderers, Gavin apparently took his father’s advice to heart, adopting his view that “there is no money” to be had in football and it would be better to get himself “a proper job”. But, this former Windsor Boys School pupil, it must be said, is doing rather well with his chosen path, particularly in the current role that he took up only in August of last year. Having joined Xerox at a young age, post the football, Gavin has also held positions within The Caudwell Group where, at just 26, he oversaw £100m of revenue and which was followed by a significant position at Compuware. Prior to being head hunted for the CEO position at Accumuli, he was with e-mail encryption business Identum and more recently global tech company SAP. Having cut his teeth in the right places, he is now seemingly fast making his mark at Accumuli, which a few months back acquired Histon-based Signify, which is focused on unique secure authentication systems that do away with the need to conjure up and remember lots of different passwords. Last week I was fortunate enough to pop down the road and meet both Gavin, along with David Abrahams one of the co-founders of Signify, which he formed with the late John Stewart. Set up with money from family and friends, along with some VC support, Signify, David informed me, had to soldier on through some tough early years. Particularly after the dotcom demise, and being a loss-making company for the first six years, it was near impossible, he explained, to raise further equity funding in order to push the business forward and maximise some real opportunities. Nevertheless, under David’s leadership Signify has gone onto win some significant business, including three of the UK’s top law firms, local authorities building societies and even hedge funds, which are just some of its impressive list of clients. “Our business isn’t sexy and exciting,” David says, but it is unique, secure and reliable, along with being cost-effective and essential. And it would appear that snapping up Signify is another shrewd move by the buy-and-build group Accumuli, which has now completed four acquisitions in just three years. There are some interesting names within the group, such as Boxing Orange, Tuscany Networks, Fujin Technology and EdgeSeven, which is now joined by Signify.Formerly known as Net Services, which was effectively an AIM-quoted shell, the new entity was born with the focus on becoming

Great news - and WH Ireland have today increased their target price to 165p from 150p. Almost 40% upside....and 165p would still be a P/E of barely 10 for the year about to start. A cash receipt of £11m more than offsets a £5.2m non-cash land value writedown and a £2.9m presumably kitchen sink provision against debts from businesses which we knew were closed anyway. RNWH have obviously been a little crafty in saving up all the news whilst waiting for the land sale to go through, but still... In addition, there's confirmation that trading is nicely in line for the year ending next month. It has to be great news that once again RNWH are in a net cash position. More acquisitions on the way perhaps?