Member Info for rivaldo

On Tuesday Arbuthnot increased their target price to 35p from 30p: "i-design* Strong Buy IDG.L / 28p / £4.0m / TP: 35p (from 30p) Event: Business gain / loss Likely % change in earnings forecasts: No Change i-design has announced that it has extended its contract with Nationwide Building Society. This new multi-year contract covers all of Nationwide’s 2,300 ATMs and self-service devices. This augurs well for idesign’s media sales, for which we expect to see good growth in FY2011. We are increasing our EV/sales based target price to 35p (from 30p) and are happy to reiterate our Strong Buy recommendation."

News....how does a major global campaign for Sony Ericsson strike you?!! http://www.marketingmagazine.co.uk/news/1056106/Sony-Ericsson-hires-TMW-lead-global-direct-push/?id=779 "by Ed Owen, 22 February 2011, 8:00am Sony Ericsson hires TMW to lead global direct push Sony Ericsson is plotting a global direct marketing campaign, as part of its strategy to enhance its relationship with handset owners. The manufacturer has hired TMW as lead creative agency on its eCRM account following a competitive pitch. This came after the appointment of data specialist Acxiom to implement a CRM drive. TMW will create the campaigns for 61 markets, targeting both existing and prospective customers. Ben Padley, vice-president for digital and global marketing at Sony Ericsson, said the company's priority was customer retention. Last week, Sony Ericsson launched its Xperia Play handset. It features PlayStation controls and has been developed specifically for gaming."

http://www.insidermedia.com/insider/south-east/47571-lo-q-acquisition-trail-after-strong-results/ "Lo-Q on acquisition trail after strong results Twyford-based Lo-Q, which supplies virtual queuing systems for theme parks and major attractions, is eyeing an acquisitions trail after reporting strong results for the year to 31 October. Revenue at the company, whose products enable the public to make ride reservations using a wireless handheld device, was up 15.9 per cent to £20.3m and its pre-tax profit was up 18.4 per cent to £2.32m. It has £6m in cash and no debt. Much of the company’s success last year was down to the “staycation” trend in the US, its main market. Park attendance at the 12 parks Lo-Q supplies grew by nine per cent despite the difficult economy, largely thanks to good weather. Chief executive Tom Burnet told Insider: “Many Americans are choosing to spend the vacation at theme parks. The amusement park market appears relatively resilient to an economic downturn - attendance at the top parks slowed but did not decline in 2009.” Meanwhile, increasingly confident park operators - including Lo-Q’s largest customer Six Flags, are investing in new attractions, which should increase attendance and thus queues and therefore demand for high-tech queuing devices. There is a “substantial” opportunity to sell the technology to more parks, said Burnet. Lo-Q has three of the top ten amusement park corporations as customers but penetration of these customers is still low - the existing customer base represents only about eight per cent of visitors to the biggest amusement parks. Asia-Pacific – particularly China – are potentially big markets too, as is the water park sector. The company is about to conduct operational trials in US water parks of the new Q-credits wristband-based device, which enables cashless payments. “...If we get this right we have a terrific opportunity to open up a whole new market,” said Burnet. The company has strengthened its sales function to tackle this potential and is already seeing results. It has secured five contract extensions during the year from Legoland at Windsor and from four overseas parks, including Dollywood in the US. It has also recently signed heads of terms for the installation of its Q-bot system with three theme parks, including, Blackpool Pleasure Beach in the UK. It is in advanced discussions with another park. “The pipeline is in better shape than it’s been for some time,” said Burnet. Now, having built a solid business in its core market, the company is now looking at possible acquisitions. Burnet said: “We have money in the bank and we are determined to grow. We see great potential in targeted acquisition of other technically led organisations working in the same sectors...there are other areas we could get into. Ticketing, cashless payment

Terrific interview this afternoon on Dow Jones - the City can really get excited about some of these excerpts: "in discussions with a wide range of potential partners in the retail, travel and events sectors" "Burnet said the firm hopes to launch similar services, but delivered to mobile phones" Here's the full piece: "LONDON (Dow Jones)--Lo-Q PLC (LOQ.LN), which provides electronic queuing systems for theme parks, is in discussions with a wide range of potential partners in the retail, travel and events sectors as it seeks to take its technology into new markets, the firm's chief executive said Wednesday. "We are actively talking to large organizations in those sectors," Tom Burnet told Dow Jones Newswires, although he said it is too early to say when services for new markets might be launched. Lo-Q's technology allows theme park visitors to join virtual queues for attractions on a hand held device or wristband, freeing them up for other activities while they wait. Customers pay a premium for this service--provided at parks including the U.K.'s Legoland and the U.S. Six Flags chain--with the resulting revenue shared between Lo-Q and the park operator. Burnet said the firm hopes to launch similar services, but delivered to mobile phones, as it looks for partners in new sectors. The firm said earlier Wednesday it was disappointed to win just two new customers in fiscal 2010, but has recently won three new customers in the theme park market, with a fourth likely to follow. "The pipeline is in better shape than it has been for a while," Burnet said. Despite the failure to win many new customers, Lo-Q's pretax profit for the year to Oct. 31 climbed 18% to GBP2.32 million, on revenue that rose 16% to GBP20.3 million."

Canaccord have today initiated coverage with a 182p valuation, compared with the curent 134p share price: http://www.stockmarketwire.com/display/?id=4083432§ionI... "07:55 16/02/2011 FLASH: Lo-Q started with buy rating at Canaccord, target price 182p" These were good results, with 11.7p EPS and over £6m net cash against a £22m m/cap. This despite an honest assessment of prior shortcomings in the sales department. But this is what has really excited me from today's RNS: "we have in recent weeks signed Heads of Terms for the installation of our Q-bot system with three new theme parks - Blackpool Pleasure Beach in the United Kingdom; Parques de Attracciones in Madrid, part of Parques Reunidos and Heide Park in Germany, part of the Merlin organisation. Moreover, we are in advanced discussions with another park" The new waterparks product is also being trialled in two American water parks in the summer and has tremedous global potential, having already undergone successful trials in the UK and Spain. And then there's the possibility of LOQ's queueing and wristband paging/payment products being extended into other sectors outside of theme parks which require queue management.

News : CRE's Nelson Bostock wins UK consultancy of the year...but more excitingly, how does the sound of new clients like these strike you? - Amazon - Facebook - BBC Worldwide Not bad at all. And this for a company on a P/E of 5.9 for the forthcoming year: http://www.gorkanapr.com/news/article?news_articles_id=8280?id=767 "Published: Monday, 7 February 2011, 11:12am Printer Friendly Version 2011 Holmes Report winners named Nelson Bostock Group has been named The Holmes Report UK consultancy of the year after it picked up major new accounts including Amazon.com, Facebook and BBC Worldwide. The judges highlighted the firm’s projected 20% growth in 2010 and its recent restructure which saw it create two new brands – Fever PR and Things with Wings - to focus on consumer and digital respectively."

CRE last night not only closed at a new recent chart high, but it also (just!) broke the 100p barrier. Yet it's still on a derisory P/E of 5.9 for the year starting 1st April based on 17p EPS. Hopefully this will now be the basis for a surge from here.

Things look encouraging online. There's a maximum of 10k available to buy at 99.25p, whilst you can sell a lot more at 98.25p - almost the mid-price - which suggests there are more buyers than sellers around in the background. Meanwhile, CRE via TMW has just won the Pimms account...must be worth a fair bit: http://www.bdrecruitment.com/news/news-article.php?id=824 "Pimm's account appointed to TMW 11/02/2011 Tullo Marshall Warren (TMW) has been appointed to Diageo's Pimm's digital account after a competitive battle against undisclosed competitors. The triumph for TMW strengthen's the agency's position on the Diageo roster as it currently handles Guinness. It has not been disclosed whether Diageo's incumbent Agency Republic repitched for the account, though it is understood they will continue to work on Diageo's other brands including Gordon's, Jose Cuervo and Tanqueray. As part of an account consolidation following a review in April last year, Diageo reappointed TMW to its roster in November. Pimm's relationship with the ad agency behind the 'Pimm's O Clock' ads featuring Alexander Armstrong, Mother, will remain unaffected. The character from the ads, 'Harry' was dropped last year in a bid to refresh the brands marketing activity. "

Excellent trading RNS just out: http://www.investegate.co.uk/Article.aspx?id=201102030700095974A Absolutely faultless - every aspect of the business seems to be going well. Revenues are up in each of the divisions AND margins are improving. The forthcoming AV referendum will provide loads of work for ICM. The start ups are delivering nicely now. And the all important Q4 outlook indicates that they will at minimum achieve the forecast 12.3p EPS for the year. At 90p, on what is now almost a historic P/E of 7.3, and a P/E of 5.4 based on 16.5p EPS for the year about to start, this ISAble stock appears significantly undervalued imho.

Seymour Pierce have now confirmed that the EPS will be around 70p, i.e 10p EPS more than forecasts! GCI say this is a "good buying opportunity": http://www.growthbusiness.co.uk/news/smallcap-spotlight/1514738/chinese-bump-for-shoto.thtml "Chinese bump for Shoto Article Date: Jan 21 2011 China Shoto (CHNS), the maker of batteries and a supplier of back up batteries to China's telecom operators, has announced that reduced spending from three of its biggest telecoms customers will hit profits. In a trading update for the year-end the AIM-quoted concern remarked that a 'substantial decrease in the level of investment' made by the three major telecom operators is expected to 'adversely affect' the company's performance for the year though adding that the high levels of spending in 2009 by telecoms operators was partially driven by a stimulus package from the Chinese government. As a result Shoto announced that it expected net profits to be 30 per cent lower than last year, which has sent the share price down seven per cent this morning to 278.5p. Following the update analysts at Seymour Pierce suggested an expected earnings decline from 100p to 70p, some 10p ahead of the 60p EPS forecast it had originally pencilled in. Last recommended by Growth Company Investor at 173.5p in April of 2009, the shares have gained 60.5 per cent since, with its current price 278.5p. 2009 was a particularly good year for the company, with the record levels of sales and profits at the concern driven by the Chinese government's stimulus measures. Trading on under four times earnings, we think the market has overreacted to the news, with a fall in profits and sales on the previous year expected and that now represents a good buying opportunity. Buy/Hold"

I've bought back in here after this morning's markdown. An excellent performance in H2 has been masked by about the most badly worded RNS I've ever seen! CHNS are on track to make around 70p historic EPS or so for last year. This is a P/E of just 3.8 after today's markdown, and compares to the broker forecast of 59.7p EPS, i.e well ahead of forecasts. It also means H2 EPS alone was around 50p EPS!

Good news today - almost 40% upside to 290p: http://www.stockmarketwire.com/filter/?id=brokerView "07:37 21/01/11 FLASH: Staffline started at Liberum with buy rating, 290p price target Story provided by StockMarketWire.com ... read more"

Nobones :o)) The main thing I'm looking for is that at current tungsten prices MTT is trading at break-even at worst and perhaps very profitably at best. If MTT is trading at monthly break-even that alone should transform the share price on an £8m m/cap. If better, then who knows what will happen... And meanwhile MTT has a sound Balance Sheet, with "true" net debt of only around £7.6m and plenty of other potential catalysts such as: - resolution of the Uzbek dispute - re-opening of the Mongolian moly facilities - expansion of tungsten production into the Far East (Vietnam) - a pilot metal wastage facility and pressure leaching technology which is entirely the fruit of MTT's R&D. They are currently processing 50 tonnes of raw material from a South American company to produce moly concentrate, and this process could cover a lot more than just moly, eg. copper, iron and other valuable metals

Hi Nobones, perhaps I'll contribute a bit more often here then! For starters, analysts forecast a strong 2011 for tungsten: http://www.ibtimes.com/articles/96560/20101231/market-trends-for-tungsten-2010.htm# "Most analysts predict a strong 2011 for tungsten as supply is stretched thin, and demand is warming back up in western economies. With the increase in exports coming from China, at least in the first half of 2011, prices may stagnate from the impressive gains in the later half of 2010. The possible creation of China's strategic stockpile, and export quota numbers for 2011 may be the most important stories for tungsten to look for on Tungsten Investing News in 2011."

Excellent news this morning: - big contract renewal with Pizza Hut - and terrific results ahead of expectations with a very bullish outlook going forward, and they "are confident that there is scope for further expansion of our ATM estate, both in the UK and overseas". In particular: - in H2 the loss before tax was a mere £302k - and the cash outflow in H2 was just £250k So IDG's £750k cash pile should be more than enough to see them through to break-even, especially with media sales being so optimistic. IDG is looking more and more like a realistic candidate for a global leader in its niche at just a £3.6m m/cap.

Gold is at almost all-time sterling highs now. Last year's Q2 production update was out on December 15th, so only two weeks to go. I'm looking forward to them!

Anyone interested in MTT should read this report from the AGM by luckyjonah - remember that there's been absolutely no dilution since the days when MTT were 240p or more..... http://boards.fool.co.uk/metal-tech-mtt-agm-2010-12105012.aspx Extract: "Personal Conclusion I'm generally a little bit anti-AGMs and meeting the management of companies as I believe it's too easy to fall for the sales pitch - however there is no doubt that the board come across as genuinely concerned about the running of the company, and certainly didn't give the impression they are sat on their backsides waiting for the Moly market to turn around. In the case of MTT however, it's such a small company with little to no coverage that the AGM is a huge opportunity to gain valuable knowledge into the company's structure and progress - the Asian news is far more significant IMO than you would infer from the previous confusing mention in the interims, and the trial plant is also looking like a significant opening for the future. Evidence is that Mongolia re-opening will happen at some point in time even if it's not a speedy process... 8 visits in a year and the ShimTek debt to Erdenet being strong pointers. Given the marked improvement in the Tungsten market, the Vietnam arrangement, the new leaching trials, Uzbekistan still rumbling in the background, and the potential for Moly to take off again at some point, there seems to be a minimal downside risk and a substantial upside over the medium term - therefore I have added further to my holding and await the next update from the company in anticipation! [One final footnote on the shares - they are currently illiquid and with a large spread (although it varies from day-to-day) and can be hard to buy in quantity... but that's often true of shares that have fallen out of favour. When they were over £2 they were far more liquid, and in those days they even paid a dividend ]"

Wow - the tungsten price has surged up to almost £40, the highest since March'08! It's up around 40% this year alone.... http://www.infomine.com/Investment/HistoricalCharts/ShowCharts.asp?c=Tungsten

BQE was bought late on Friday afternoon by the Naked Trader - hopefully his followers will now pile in after him: http://www.nakedtrader.co.uk/index.htm "I've made a very speculative buy of Bioquel (BQE) - which provides bug eradication for hospitals and for the military - speculative because I don't normally buy companies that have recently reported reduced profits and have turned down. However I'm taking a chance with an interim statement due any day. Of course the risk is things are still bad and I could lose 20%. However I'm buying as a recovery play because they recently reported orders were on the way up again, they have a decent cash balance and assets so they won't go bust on me. It recently won a decent order from the Middle East and directors in September bought some decent amounts at around the current price. If the statement shows some improvements are coming there could be a nice rise. However of course there's plenty of risk in case things are sliding again. I guess I'm in for a small amount for entertainment. I got 3,000 at 104. Target 150 stop 90. "

News in today's Telegraph - this could surely be absolutely massive?! http://www.telegraph.co.uk/finance/newsbysector/mediatechnologyandtelecoms/media/8132663/Eros-International-to-launch-Bollywood-film-download-service.html "Eros International to launch Bollywood film download service A film download service aimed at Bollywood's global fan base is set to launch in March. By Amanda Andrews, Media Editor 6:45AM GMT 15 Nov 2010 Comments Kishore Lulla, the chief executive of Eros International, the Indian film distribution group quoted in London, said plans are in development to create a download service that would offer a combination of free and paid-for films. Mr Lulla said he expected to charge a monthly fee to premium subscribers who wished to access thousands of Bollywood films in a number of dialects and dubbed in numerous languages. The dubbed market is worth up to $2m (£1.25m) a year to the company in each market, with large fan bases in the UK, Germany, Poland, Indonesia, China and Malaysia. The popularity of Eros's YouTube site, which has 2.5m to 3m views a day, prompted the idea of the download site. Eros said it was also working closer with Hollywood. Mr Lulla said the group will soon announce a number of collaborations with top Hollywood actors. Last week, Eros, which distributed 39 films in the first half of the year, reported a one-third jump in first-half profit, as the popularity of Bollywood films continued to increase. It said that pre-tax profit for the period increased to £17.4m, as sales jumped by a fifth to £42m. The company, which recently listed its Indian division on the Bombay Stock Exchange, said it had a number of promising projects in the pipeline, including No Problem, featuring Anil Kapoor, who played the game show host in the hit film Slumdog Millionaire. Mr Lulla said the company is also currently working in collaboration with Danny Boyle, the director of Slumdog Millionaire. Popular recent successes for Eros include Housefull. "