Member Info for W13Ken

"...The £215m distribution company has said six times since joining the stock market that results will be ahead of expectations. That is impressive and proof that the London Stock Exchange is still capable of attracting well-run, profitable businesses to the UK stock market – it is not simply about luring in tech entrepreneurs.

Kitwave is an unsung hero. If you are partial to buying a can of Coke or a Kit-Kat when you are out and about, or you often nip to the corner shop to buy a box of fish fingers for the kids’ tea, there is a high chance that Kitwave is responsible for making sure those products are available on the shelves...."

https://www.telegraph.co.uk/investing/shares/kitwave-nimble-wholesaler-growth-potential/

Https://www.edisongroup.com/research/cash-is-king/32516/

Sosandar is a major ISA holding for me and I'm optimistic for the next year but even I don't think we'll hit 29p for a while. The last time was April last year and we've sunk on some decent results this week.

Maybe in October in the interim TU if things pick up a lot...

IQGeo have doubled their GIS software development contract with a Top 5 Japanese company (probably TEPCO). The software is used for disaster recovery emergency responses, which is a huge global market.

More broadly, the Land & Expand strategy is working well and there should be more good news to come in the upcoming Trading Update (14th July last year).

IQG is now comfortably my #1 holding and I'm very optimistic for the long term.

https://www.proactiveinvestors.co.uk/companies/news/1019565/iqgeo-extends-contract-with-top-japanese-utility-company-1019565.html

You shouldn't have to wait too much longer I believe. London pubs are mobbed in the evenings amd CPC have a good range of pubs in relatively wealthy areas.

Last month's TU was positive and there's more to come or a possible takeover bid.

Looks like we may have a good run up to and beyond the Half Year results on Tuesday.

https://www.thearmchairtrader.com/kitwave-shares-finds-big-money-small-things/

Accesso now control ticketing for 5 of the top 6 Amusement Park Companies in the world.

✅ 1 Walt Disney Parks and Resorts Worldwide, US

✅ 2 Merlin Entertainments Group, UK

✅ 3 Parques Reunidos, Spain

✅ 4 Six Flags Entertainment Corporation, US

5 SeaWorld Parks & Entertainment, United States

✅ 6 Cedar Fair Entertainment Co., United States

7 Universal Studios Parks and Resorts, US

8 OCT Park, China

9 Aspro Group, Spain

10 Compagnie des Alpes Family Recreation, France

https://blog.bizvibe.com/blog/entertainment/top-amusement-park-companies

Not sure how Sky got the scoop before it's announced via RNS but here you go. SatVu seem like a choice investment with current global environmental concerns.

"A London-based company which has developed a satellite dubbed "the world's thermometer" will this week unveil a sizeable funding boost at a premium to its previous valuation, Sky News learns.

A British-based company which uses thermal imaging to detect heat loss from buildings anywhere on Earth has secured nearly £13m in additional funding.

Sky News has learnt that Satellite Vu (SatVu) will announce this week that Molten Ventures, the London-listed investment group, has led a Series-A2 round which adds to financing already secured from companies including the ventures arm of American aerospace giant Lockheed-Martin.

Sources said the deal would be announced publicly on Wednesday."

https://news.sky.com/story/climate-tech-specialist-satellite-vu-secures-13m-funding-boost-12887544

Topped up at 297p this morning. First buy in Feb this year but have accumulated quickly so that it's #3 in my ISA. One I'm tucking away for the long-term.

New IQG Proactive interview. Petti and Chapman very relaxed, comfortable and optimistic for the future. Organic growth preferred to further acquisitions but never say never...

https://youtu.be/2mC5M2hZCrQ

A very slick online "Video magazine" on IQGeo & Telco has been produced in cooperation with industry experts.

"IQGeo sponsored the research and interviews provided in this Video Magazine. The topics covered are of strategic interest to IQGeo as its geospatial network design and management software is used by telecommunications and fiber network operators around the world. Visit their website to learn Why network operators partner with IQGeo."

Worth a look...w

https://techprosio.foleon.com/iqgeo/iqgeo-telco-maqazine-nocs/

No confirmation on results date yet but here's the bullish article:

Made In Chelsea helped City Pub Company boom, says boss Clive Watson

https://www.thisismoney.co.uk/money/markets/article-11820035/Dont-snobby-Chelsea-helped-City-Pub-Company-boom.html?ito=native_share_article-top

27th April last year and Watson has already said that 2023 has started strongly. Good luck All.

Simply Wall Street has ex-div date as 6th Apr with payment on the 28th.

Final div should be 6.75p, total div for the FY ended 31 Oct 2022 is 9.25p.

My first buy was at 207p, just last month, and have topped up this morning at 285p for 234p average.

P/E is still unchallenging at <14 for P/S of 0.4.

Interesting movement for ZOO shares today, including an Intra-day high of 210p.

One thing worth noting is that ZOO released an unscheduled Trading update prior to the March year-end last year, on 22nd March.

It said that revenues for the full year would be ahead of expectations. With the recent Hollywood studio contract and other other trailed positive business, could we see a repeat next week?

"...Manna chief executive Bobby Healy said the latest moves are the first steps for the company to scaling internationally.

"Working with Hillwood who develop technology-forward, innovative lifestyle communities and with Coca-Cola HBC who are committed to more sustainable and advanced delivery solutions is testament to the realization that last mile delivery can be done in a more efficient, safer and greener way," Healy said...."

https://www.forbes.com/sites/jonathankeane/2023/03/16/drone-delivery-player-manna-enters-us-market-with-coca-cola-hbc-investment/

Yes, it seems that way. Could be a number of tracker funds obliged or choosing to buy today.

Me too as I don't think ACSO's shareprice really got the boost it deserved after January's news of 18 new clients. These results should provide more detail on that and the exciting future ahead.

John, I agree that these are outstanding results but Kitwave are still unknown to the majority of investors so the share price is relatively low, given their prospects.

I've had a a great first month with KITW shares and plan to add when possible and hold for the long-term.

https://www.insidermedia.com/news/north-east/revenues-and-profits-soar-at-kitwave

Thought it would be interesting to try ChatGPT and in answer to the question "Why would major US Electricity Grid Operators choose to use IQGEO Adaptive Grid over competitive solutions?", it said:

IQGeo Adaptive Grid is a software solution designed to help electric utilities and grid operators manage and optimize their distribution grids. There are several reasons why major US electricity grid operators might choose to use IQGeo Adaptive Grid over competitive solutions:

1. Advanced Network Visualization: IQGeo Adaptive Grid provides advanced network visualization capabilities, enabling operators to see their entire grid infrastructure in a clear and intuitive way. This can help operators make better decisions and respond to issues more quickly.
2. Real-Time Network Analysis: IQGeo Adaptive Grid can perform real-time network analysis, enabling operators to quickly identify potential problems or areas of congestion on the grid. This can help prevent outages and ensure that the grid is operating at maximum efficiency.
3. Predictive Maintenance: IQGeo Adaptive Grid uses machine learning and predictive analytics to identify potential equipment failures before they occur. This can help grid operators reduce downtime and save money on maintenance costs.
4. Integration with Other Systems: IQGeo Adaptive Grid can be integrated with other software systems used by grid operators, such as outage management systems and geographic information systems. This can help streamline workflows and reduce the risk of errors.
5. Flexibility: IQGeo Adaptive Grid is highly configurable and can be customized to meet the specific needs of each utility or grid operator. This can help ensure that the software is a good fit for the unique requirements of each organization.

Overall, IQGeo Adaptive Grid offers a comprehensive set of features and benefits that can help electricity grid operators manage and optimize their distribution grids more effectively than competitive solutions.