Ab Dynamics Share Discussion Threads

[melody9999] 17/8/2015 19:35

In with an initial 3,000 at 202p this morning on a bit of weakness. Might drop a little more in the next month which will give me chance to add a few more.

[mg1982] 30/7/2015 11:34

ready for the next leg up. Looks like a cup and handle so should be shooting up from here.

[el1te] 26/7/2015 19:21

----Not invested here----

Az4hr: When it comes to Earnings per share, you need to look at the post-tax figures, as the £1.51m is before tax.

Have a look at the income statement at this link and try to identify the post-tax figure:

All the best.

[az4hr] 26/7/2015 18:34

I little confused um new to investin and am researching this share if It made 1.5m in 6 months. There is 17.33million in shares. 1.5/17.33 = 8.6p so why do thy say the eps 7.5

[tratante] 19/6/2015 10:07

Update from Simon Thompson in IC - basically hold on for more growth following excellent results.

[bakunin] 28/4/2015 09:55

A very cute little company.
An RCDO in the making.
Pity it is taking so long to expand facilities.
They will need to move more to the IP side, rather than product manufacturing to achieve any kind of scale.

[mtioc] 07/2/2015 09:37

Tipped in investors chronicle by Simon Thomson.

[4noddy] 06/2/2015 22:52

Delayed reaction to the order or anticipation of more good news? any ideas?

[wylecoyote] 19/11/2014 15:31

That is because the receivables is backing up a little bit as at that date.

[4noddy] 13/11/2014 14:58

Haven't had time to look through in detail but operational cash flow not looking the best. Otherwise pretty good.

[woodcutter] 13/11/2014 12:24

I like this business it's niche and growing but i have some reservations about the way they go about their news releases and the content.

Todays results are pretty decent but to state the headline figures they've given is to say the least a little disingenuous

revenue increase of 14%
pbt increase of 43%

sounds rather spectacular!

Looking at the full detailed results provides a rather different picture

revenue increase 13.7% so okay at 14%
pbt increase actual after adding back last years AIM costs is around 22.7% or half that quoted. This more like for like imv

still good but not as spectacular as stated.

In addition whilst the revenue growth was 14% the admin growth was 50.7%. To some extent this may be investment for the future expansion and growth of the business.

On the plus side the gross margin was improved by 3.4%. One wonders whether the costs of sales and admin cost balance has been shifted.

On my watch list now.

aimho Woody

[cleaninsight] 07/10/2014 16:24

Ocaudillo what makes you wonder about the folks? close of play one day or open of the next what difference does it make, its not like it was burying bad news.
this is a straight talking release, no gimmicks just facts

[ocaudillo] 30/9/2014 16:48

Time of day makes you wonder about the sort of folks that put it out, no?

[rivaldo] 06/6/2014 14:27

Hmmm. Some shenanigans going on here which are most surprising given that this struck me a high quality company (though on too high a rating as posted above).

ABDP have today announced a placing of existing shares held by directors, employees etc at 150p:



The discount is a bit wide for my taste from the overnight 167p, but I wouldn't be overly bothered, except...

Yesterday morning I received an e-mail from Penny Sleuth, which was also on the Money Week web site and was probably read by thousands of others, promoting ABDP. This, given the timing, can only be assumed as presumably generated to encourage buying interest before and after today's announcement and to support the share price. Here it is:



As I say, it's a little obvious. Perhaps I'm being overly cynical, but the timing is difficult to argue against!

AFAICS the only trade yesterday (other than the placed shares) was a 1k buy at 168p. I feel a little sorry for the buyer. It's only fortunate there wasn't more buying activity yesterday.

Rant over :o))

[mintitan] 28/4/2014 15:33

Thanks for the insight rivalo, appreciated!

[rivaldo] 28/4/2014 13:49

(1) Operating profit was up just £9k year on year!
(2) Gross margins ever so slightly up, but not meaningfully
(3) EPS down to 5.34p from 6.15p due to the extra AIM shares
(4) Forecasts for 10.51p EPS this year look about right
(5) The pound's strength will have reduced revenues in this H2 to date
(6) Full planning permission for the new site may be delayed (or even refused)

ABDP are on a current year P/E of around 16, with only 7% EPS growth next year to 11.26p EPS.

To me, ABDP is a nice solid, quality company, with aspects which the market would like and grant a premium rating to. But it's on far too high a multiple at present imo and is in an investment phase which will last for some time, inhibiting EPS and dividend growth.

I'd be interested at around 125p-130p, but at the moment can't see much upside for the foreseeable future.

[mintitan] 28/4/2014 12:57

Seem like good results to me, but market a little unimpressed?

[nickg2] 28/4/2014 07:29

Because one may be using a mobile app in which case the news part in the header doesn't show.