||EPS - Basic
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AB Dynamics Share Discussion Threads
Showing 376 to 399 of 400 messages
|Contacted H/land emails within two days. Thanks martinthebrave|
|Had the offer through via Halifax. Offer 475p, apply by 14th Dec and any cash return by 28th Dec.
Unusually, if the shares are held in a Nominee account all applications from that Nominee are bundled together for "scaling back" purposes.
Not happy about this because the cash will be "out of action" for any Santa rally and the scaling back could be heavy.
May not bother.|
|Has anyone had any information on the shareholders offer.Details on their site Offer closes on 20th December 16|
|Wow - excellent.|
|3.5x oversubscribed - only going one way I think!|
I've added today and will subscribe, as you say it speaks volumes for the scale of the opportunity mgt see ahead of them, also it addresses the key weakness in their model of resellers 'owning" the manufacturer relationships in some territories|
|Quite excited about today's placing. My projections on previous spending plans show the company remaining highly cash rich in spite of the material investment in the new factory. That they are raising more cash to accelerate and expand their development spending does, I believe, tell a very positive story about the extent of the opportunity management see here, at present.
Additionally, the funds are being raised at a vey high price and existing shareholders are being given a chance to participate.|
|Video: ABDP presentation by Tim Roger's CEO, and Tony Best
c. 45 mins
Tim Rogers runs through the business, which covers vehicle testing for all cars on the road: Simulation with Advanced Vehicle Driving Simulator - aVDS, Track Testing (Robots, ADAS targets, Driverless systems) and measurement.
The global automotive R&D, on which their business depends, is constantly rising. Total spend in 2015: $109 bn.
Exports make up 95% of revenue. Operating margin is 33%.
ABDP are the brand for the motor manufacturers in Simulation and Track Testing. ABDP own the mechanical, electronics and software of everything they do; so they own the IP at every level.
They’ve had relationships with manufacturers for over 30 years. Customers want a company they can trust to get it right. They sell through distributors throughout the world.
Foreign exchange has benefited ABDP over the last year, £300k benefit rather than a £40k loss the year before.
From Q3 2017 there will be additional production capacity from the new factory.
The issue of recruiting high calibre personnel is covered in audience questions, along with management progression.
Competition and market dynamics are also covered.|
|ABDP presentation 22.11.16:
Anthony Best, Chairman now presenting with Tim Rogers, CEO, tomorrow at 3pm.
If you want to attend, and ask your questions, email hTTp://www.piworld.co.uk/get-in-touch/
Otherwise the video will follow in due course on piworld.co.uk|
|Header updated to reflect final results. Seems to me to be priced about right at current levels, with lots of potential to improve.|
|Only a few days left to register to hear from William Cain, Shares Companies Editor, talk about 'How to pick stocks like Warren Buffett' and also to hear from the CEOs of AB Dynamics and C4X Discover.
Our Shares Investor Evenings are designed to showcase a number of presentations from dynamic companies who discuss their latest plans regarding development and growth. This week we also have William Cain, Shares magazine's Companies Editor, who gives his ideas on how you can pick stocks like Warren Buffett.
The Shares evening event offers a unique opportunity to hear about the latest plans and strategy from the Directors of UK listed companies and Fund Managers, attendees can personally put forward questions to the presenters. The event will take place at the Novotel Tower Bridge, 10 Pepys Street, London EC3N 2NR. Registration begins at 18.00 and presentations at 18.30, followed by a drinks reception where attendees can mingle with the speakers and fellow investors.
Companies presenting at the event include:
AB Dynamics (ABDP)
C4X Discovery (C4XD)
William Cain, Companies Editor - Shares magazine - 'How to pick stocks like Warren Buffett'.
Investors can register now for free at: http://www.sharesmagazine.co.uk/events
Story provided by StockMarketWire.com|
|FY results presentation by ABDP, Tim Rogers CEO, is happening on 22 November, 3pm, London EC2. (FY results released 16th Nov).
If you'd like to attend email through
|A second vote for Stockopedia - the only drawback is that it doesn't provide PBT forecasts.|
|Certainly the information Stockopedia provides me with has improved my investment performance so personally I am happy to subscribe to it. One of my criteria for investing in a stock involves looking at positive revisions to earnings estimates and I use Stockopedia to find these, although I find it difficult to set up complex stock filters as I find the terminology confusing. Additionally there are some very well written, thought provoking articles on there.|
|Thanks, firtashia. Digital Look seems a good free resource, and is new to me. £20.4m is close enough too my £20.6, so I'm happy with my revenue forecast too.
OT: Do you find stockopedia value for money?|
|Effortless- both stockopedia and digital look are showing FY16 revenue estimates as £20.3 -20.4m. For FY17 they show revenue estimates at £24.5m(and PBT £6.0m). Digital look is free, stockopedia you have to pay for.|
Sharepad has a consensus of £4.8m (Cantor 4 Oct & Panmure 5 Oct)|
|Consensus per AJ Bell is £4.77m PTP; my projections show £4.82m, so I don't see any need to reforecast at this stage.
If anyone has access to the consensus revenue estimate, however, that would be interesting ...|
|Back down to 425|
|may be talking to myself!! - but with 96% of sales outside the UK (from TU in July) then profits should be favourably impacted by sterling weakness.|
|in line with forecasts.
YOY growth in revenue and profits.