Ab Dynamics Share Discussion Threads

[hydrus] 12/11/2015 08:50

Worth pointing out that both ROCE and cash generation are excellent

[hydrus] 12/11/2015 08:45

I think PE for prior year after cash is actually 13. I made a mistake above.However either way this years PE therefore is likely to be significantly less if growth continues which they seem confident about.New facilities will support longer term growth I don't think there are many cheaper growth companies on the stock market

[stocktrawler] 12/11/2015 08:39

Excellent results with impressive growth trajectory, reassuring cash generation with loads of cash on balance sheet, good operating margins, good visibility with the order book. Diluted eps of 18.26 puts this on a PE of 14 when you strip out the cash. Looks cheap for a company of this quality growing earnings over 40% per annum. If this is sustained then the PEG would be around 0.35. Statements such as "With a promising pipeline of orders, the expanded team and the new infrastructure that we have in place, we look forward to the future with confidence" would suggest this to be the case. Looks cheap to me!

[stocktrawler] 12/11/2015 08:26

I've made multiple buy transactions and none are showing

[hydrus] 12/11/2015 08:05

20% ahead of broker estimates and it goes up 4%. Bit of an opportunity to say the least.

[hydrus] 12/11/2015 08:01

Taking into account cash pile backwards PE less than 10. Amazing really

[imranawan] 12/11/2015 07:30

You're not kidding they absolutely smashed forecasts and effectively achieved the 2016 EPS a year earlier. Cash generation also very strong.

[hydrus] 12/11/2015 07:11

They've absolutely smashed even the recently upgraded broker estimates.

[hydrus] 12/10/2015 15:02

Based on broker forecasts for current year if you take cash pile into account the PE ratio drops to about 11.5. That is exceptionally cheap looking at growth also.

[cleaninsight] 08/10/2015 12:10

There was an investor note on ABDP issue by the ShareCentre on the 6th recommending 256p the share rose on that so no insider stuff IMHO

[hydrus] 08/10/2015 09:21

Be interesting to hear views on that. Anyway it does look like the rating here is still low taking into account the cash pile

[ukinvestor220] 08/10/2015 09:06

investorschampion the RNS was released at 07/10/15 15:37:04-BST

so only some of the days trades were inside

[hydrus] 07/10/2015 22:38

Interested in whether those invested here see this as a highly cyclical company, tied to the fortunes of level of new car sales etc? How will ABDP be affected by a general economic downturn?

[ukinvestor220] 07/10/2015 17:01

A leak !!! Blatant insider dealing

[jombaston] 07/10/2015 16:21

I can't see too many forecasts out there.

What you can see from the interims that revenue and profits were already growing strongly so reasonable growth should already have been expected for the year.

Materially ahead of what was already expected is very encouraging and I would guess operating profit is well over £3m and hopefully margins around the 20% mark. I would also hope to see the cash pile having grown from the previously reported £7m.

Even now the market cap is only £42m so adjust for cash and do your own calculations. Now this year is in the bag, valuing it on next year seems prudent and higher numbers again seem probable.

My suspicion is that IC's ST must have tipped this to his subscribers this morning. So just a coincidence rather than a leak IMHO.

[imranawan] 07/10/2015 15:45

What do people estimate the materially ahead EPS figure might be?

[mg1982] 07/10/2015 15:41

Not complaining here!

[superstardj] 07/10/2015 15:38

Trading Statement issued at 15.30? Looks like there was a leak responsible for today's earlier price action.

[mg1982] 07/10/2015 12:32

Finally shifting into gear - upwards!

[mg1982] 01/10/2015 11:07

Finally seeing some life in this. Its broken the downwards range today so hopefully upwards from here.

Trading update is imminent.

[mg1982] 16/9/2015 07:01

A good write-up here:

/www.gurufocus.com/news/361114/could-this-uk-microcap-be-a-peter-lynchtype-stock

[tratante] 08/9/2015 21:42

Stalling a bit, not attracting much interest

[mg1982] 27/8/2015 12:55

Good to see these finally moving. Oversold and fundamentals havent changed. Trading Statement should be due in September as their interim date is end of Aug.