Member Info for rivaldo

This sounds pretty revolutionary (to this non-techie anyway!):

Https://www.eejournal.com/industry_news/pulsiv-to-deliver-groundbreaking-usb-c-reference-designs-finished-modules-with-more-than-95-average-efficiency/

The end markets are huge - "a new class of sustainable USB-C chargers, adapters, and in-wall sockets" - and imminent, given the first solution "is expected to be announced towards the end of March 2024".

Pulsiv might have done themselves a favour by putting at the end of the press release a brief bio of their partner Innosceince, since Innoscience are:

"the largest 8-inch Integrated Device Manufacture (IDM) fully focused on GaN technology in the world. We fully control and own the world-wide largest dedicated 8-inch GaN-on-Si wafers manufacturing capacity"

Https://www.innoscience.com/

Pulsiv's own press release isn't yet on their web site, so perhaps this suggestion might yet come to pass.

Good to see the share price inching up a little to the current 88p bid.

Nice coverage here about MSALabs helping define "the world’s largest rare earth metal deposit":

Https://www.mining.com/joint-venture/jv-article-msalabs-probes-global-expansion-after-swedish-mega-find/

Extracts:

"Now, MSALABS is turning to expansion in North America where it has a $145 million, five-year contract with the world’s largest gold producer, the Nevada Gold Complex run by Barrick Gold (TSX: ABX; NYSE: ABX) and Newmont (NYSE: NEM; TSX: NGT). The analysis company is promoting a centralized lab concept there for geologists to reduce turnaround time and save money. It will use three PhotonAssay units to serve the site’s 12 open-pit and 10 underground mines.

PhotonAssay

MSALABS, whose global customer roster also includes Teck Resources (TSX: TECK.A/TECK.B; NYSE: TECK), Hecla Mining (NYSE: HL) and Kinross Gold (TSX: K; NYSE: KGC), was the first to offer the patented PhotonAssay analysis in Africa and Canada. It is rapid and more precise than the traditional fire assay process where there’s risk of contamination and gold loss."

"MSALABS began using PhotonAssay at Barrick’s Bulyanhulu gold mine in Tanzania in 2021. It has installed nine units across operations in Canada and Africa and intends to deploy 21 units globally by next year, making it by far the largest provider of the technology. Barrick is replacing its fire assay setups globally with 11 PhotonAssay units under agreement with MSALABS."

"It has a global network of 27 laboratories in key mining regions including Canada, the United States, Latin America, Africa and Europe. Other clients include Canada’s largest gold producer, Agnico Eagle Mines (TSX: AEM; NYSE: AEM), Victoria Gold (TSXV: GCX), the Yukon’s only gold producer, and successful East Coast explorer New Found Gold (TSXV: NFG; NYSE-AM: NFGC).

Labs can also be found at Barrick’s Kibali gold mine in the Democratic Republic of Congo, Kinross’ Tasiast gold mine in Mauritania and Shanta Gold’s (LSE: SHG) Singida gold mine in Tanzania.

MSALABS has recently completed its newest laboratory in Marsa Alam, Egypt, supporting the renaissance of the Egyptian mining industry. The next facility will be just on the other side of the Arabian Nubian shield at the Jabal Sayid mine, a joint venture by Saudi state mining company Ma’aden and Barrick."

TST have just announced this contract win with Eliquo Hydrok "for a technology rollout of the latest rugged tablets and handheld computing devices":

Https://www.touchstar.co.uk/blog/eliquo-win

Eliquo look quite a substantial operation - could be a reasonably sizeable win given all "depots throughout the country":

Https://www.eliquohydrok.co.uk/en/about-us.html

"ELIQUO HYDROK has extensive experience and track record of working with all the major Water Utility companies throughout the UK and Eire. Head office and main manufacturing base is located in Cornwall, with additional satellite 'service and installation' depots throughout the country in the areas where we operate."

2023 revenues are ahead of Canaccord's expectations at $7.9m (forecast was $7.8m).

And the cash pile ar $10m is well ahead of the forecast $9.3m. This against the £17.2m m/cap.

Above all I like the confidence in the outlook statement, in particular the emphasis on "becoming a large, profitable specialty ingredient company".

The huge recurring revenues and expanding customer base here make ITX especially attractive.

BGF Investment Management continue to buy - they now own just over 11% with 11.47m shares:

Https://uk.advfn.com/stock-market/london/sdi-SDI/share-news/SDI-Group-PLC-Holdings-in-Company/93344879

Since early December they've bought just over 3m shares.

Https://masterinvestor.co.uk/equities/wanted-by-interpol/?mc_cid=daf0130fb1&mc_eid=db9f9bbaf2

"Team Internet Group (LON:TIG) – Another Couple Of Weeks

The Share Buyback programme continues to help to push this group’s shares higher, with purchases of around £200,000 worth of stock being made each day, the latest being 150,573 shares @ an average 140.12p per share.

At the current progress rate, it should be completed by the end of the first week of March, just ahead of the company publishing its audited annual report for the financial year ending 31 December 2023 on Monday, 18th March.

After hitting 141.80p yesterday, the shares closed last night at 138p.

Hold very tightly to the shares, I feel that my next (156p) Target Price could soon be achieved."

Https://masterinvestor.co.uk/equities/wanted-by-interpol/?mc_cid=daf0130fb1&mc_eid=db9f9bbaf2

"Time Finance (LON:TIME) – Broken Through The 40p Barrier

I was pleased to see the shares of the £38m capitalised Bath-based alternative finance group going through my Target Price yesterday, no doubt helped by new investor interest following a Corporate Presentation on Monday of this week.

The recently announced Interim Results to end November 2023 declared continued strong growth in the group’s activities, particularly with its Lending Book standing at record levels.

Analyst Andrew Renton at Cavendish Capital Markets has current year estimates to end May for £30.8m (£27.6m) revenues, with adjusted pre-tax profits of £5.7m (£4.4m), lifting earnings up to 4.6p (3.7p) per share.

He is already looking for an even better outcome for the coming year at £33.1m, £6.7m and 5.4p respectively.

Non-Executive Chair Tanya Raynes stated that:

“These results show that our focus on own-book lending continues to deliver a strong trading performance.

This is particularly encouraging given the wider economic headwinds and demonstrates UK SMEs’ robust demand for funding from a truly customer-focussed, multi-product provider of finance like ourselves.

The strategic positioning of the Group within the market has enabled it to generate increasing levels of demand whilst also maintaining control of credit and spread risk.

As a result, the Group is well positioned to deliver further growth and increased value to our shareholders.

We look forward to being able to report on further progress at the year-end.”

It is quite possible that we will get a Q3 Trading Update out in the next couple of weeks or so, perhaps the anticipation of more good news will help to drive the shares even higher.

It is well worth noting that Cavendish Capital Markets currently have a Price Objective out on the shares at 71p. "

Good to see BGF Investment Management buying more as well as Slater - they now own 9%, or 11.4m shares:

Https://uk.advfn.com/stock-market/london/venture-life-VLG/share-news/Venture-Life-Group-PLC-Holdings-in-Company/93312890

This morning's RNS shows yet another new major shareholder who's been buying and now has over 3% - John Peter Lobbenberg has 3.2%, or 1.82m shares:

Https://uk.advfn.com/stock-market/london/petards-PEG/share-news/Petards-Group-PLC-Holdings-in-Company/93343492

I bought some more at just under 11p.

Thanks for the heads up re the encouraging 9 months' results issued in India. I can see that OPG issued a 9 month update on the LSE on 23/2/22, 29/1/21 and on 11/2/20, but not last year - any idea why not, and is one definitely expected for this year?

Good to see the share price repeatedly ticking up now. There are still shares available to buy online, but hopefully any overhang is now clearing fast.

Encouraging to see the sale of Petrel completed quickly as per today's RNS. This is a transformational deal.

£2.75m is now coming into CMH's coffers, with a further £0.25m deferred consideration.

The pension deficit is reduced to a paltry £0.4m.

On top of the £3m sale proceeds, CMH's liabilities will also be reduced by a further £2.6m, and the results to 31st May will look good with a £2m exceptional profit.

Per the interims, with RDC improving its operating profit by 43% year on year and CHC looking better for this H2 onwards, the core business is in good and improving shape.

A £2.8m m/cap gives a very decent risk/reward imo given the turnaround being achieved.

INSE recently held a webinar with over 400 people attending, mainly focusing on a number of net zero and ESG topics as outlined in the article:

Https://inspiredplc.co.uk/insights/industry-news/impact/eyes-on-the-horizon-what-did-our-first-2024-webinar-foresee/

Https://masterinvestor.co.uk/equities/currys-chemring-and-more/

Conclusion:

"The group has aims to get up to a £50m valuation within the next few years and I have a certain confidence that the REACT Group Management will achieve their target earlier than the market might be expecting.

The group currently has a £14.4m market capitalisation, with some £2.1m cash in the bank, its shares are well worth tucking away at these lower levels."

Nice upwards breakout on the chart this morning after the results.

WH Ireland are still waiting to publish new forecasts. They don't add much to this morning's RNS, but conclude:

"WHI view:

Today’s update highlights a favourable start to the second half. The previously announced NHS trust maintenance renewal in respect of the security needs of a group of hospitals highlights CSSG’s strong, embedded relationships with its client-base and the fact that a noteworthy proportion of its business is longer term in nature.

Encouragingly, though the quantum is not specified, the company is highlighting a robust pipeline of potential contracts in the entertainment and utilities areas. CSSG has announced contracts with major cinema groups, and we believe there are potentially some further promising prospects for the company, particularly as it continues to roll out its product across new and extended geographies."

A good, solid H1 performance reported today, with net profit up 18%. The acquisitions made will help H2 further.

There's £1.73m cash too, with the additional £5.78m due from Vigilant starting to be paid from next month against the £9.2m m/cap.

Above all, the outlook is very confident. The contract pipeline looks extremely promising:

"We have had a promising start to H2. In January 2024 we acquired two profitable locksmith businesses with a combined turnover of £0.5 million, operating from Peterborough and Worthing. We have been successful in delivering a number of new contracts including being re-awarded a three-year maintenance contract by an NHS Trust to cover their hospitals' security needs. This success reflects the high levels of service that make us a preferred supplier in the health sector.

In addition, there are a number of contracts in the pipeline in the utilities and entertainment sector and we believe that these customers represent a material long term opportunity. A solid underlying performance, coupled with the success of our ongoing strategy to identify acquisitions where there is a significant opportunity to enhance sales growth and profitability, leaves us well-placed to deliver year-on-year growth despite continuing difficult macro conditions."

Moving up nicely today - up 3.3p now. Hopefully BGF's and others' buying have cleared any large sellers.

Hybridan have a new note out today.

They forecast a £0.3m operating profit this year, or 0.9p EPS, with a £2m cash pile against the current £4.4m m/cap.

They have an interesting paragraph in particular re QRO:

"We believe that QRO Solutions will pursue growth opportunities in ULEZ (ultra low emission zone) charges and car parks in the UK and perhaps expand its footprint to overseas markets."

BGF Investment Management continue to buy - they've bought around another 600,000 shares in the last week, and now have 10.18% (up from 9.57%), or 10.59m shares:

Https://uk.advfn.com/stock-market/london/sdi-SDI/share-news/SDI-Group-PLC-Holdings-in-Company/93314256

Good to see the buybacks continuing at over 140p.

Loking good chart-wise too at the highest for around a year.....