||EPS - Basic
||Market Cap (m)
|Fixed Line Telecommunications
Adept Telecom Share Discussion Threads
Showing 401 to 425 of 425 messages
|28:30 What are we going to do with the cash. Pay a higher dividend or fund an acquisition to accelerate the growth.
In my view the first option provides support for the share price, the second provides the opportunity to see the share price rise from here.*
The higher Bank facility suggests to me a target business will not be far off.
(*If they get the acquisition right of course, and their track record has been good to date)|
|I had to sell my holdings here last week due to cash requirements. And this week it had to go up by 15 percent or so! just my luck! :)Great safe holding to have this - gla holders!|
|Video from ShareSoc Richmond presentation 7th March 2017
CEO Ian Fishwick, FD John Swaite and Communications Director Richard Burbage, update at ShareSoc Richmond a year after their first presentation
Introduction - 00:18
Rise in share price (42%) - 00:51
John and Richard introduction – 1:29
What do Adept do? – 2:01
Business model - 3:54
Adept locations - 5:22
Customer service strategy - 6:30
Revenue splits - 6:51
Transition to managed services - 7:49
Public sector & healthcare - 8:28
Commercial customers - 11:43
Business centres - 12:45
Acquisitions - 13:37
Cat Communications – 14:00
New bank facility - 16:55
ourIT department - 20:45
Revenue analysis after acquisitions - 24:05
EBITDA - 24:46
Debt – 25:22
Dividend - 26:55
Q&A – 28:47|
|A big plus for me for this share is that ADT represents a serious proportion of the Fishwick family wealth which should mean that young Ian looks after the shop properly. I am assuming here that their roots are lancastrian and related to the St Helens Fishwicks...possibly not though|
|We'll be posting a link to a video of the presentation over the next week.
They presented at Richmond this time last year, the share price is up about 40% since (although it only started its ascent in Nov 16). The team went over what they said then, and what they've actually achieved.
They show the journey from historically fixed line, to managed services now making up the larger part of revenue. They talk about how the industry has changed over their history and how that's effected their business. And outline, what the acquisitions have bought to the company, and on-going acquisition strategy. They ran through the new banking facility.
They come over as very competent.|
|What was said last night? This has gone through the roof this morning.|
|I understand there are only about ten places left at this supper event with the directors of the company. i would expect a good turnout and everyone raising a glass to them for a company that has performed so well...
Book now and see what they have to say..
Adept Telecom present at our next Richmond Supper if anyone is interested in attending see: hTTp://www.sharesoc.org/richmond-mar.html|
|Adept Telecom present at our next Richmond Supper if anyone is interested in attending see: hTTp://www.sharesoc.org/richmond-mar.html|
|Confirming it is still in the consolidation game, good model for this fragmented market. Hug and hold.|
|Unfortunately there's some "loose lips" here.
See the trading update in Aug 2015 for a prior example.|
|Clearly had been rising the last few days in anticipation of this rns. Someone somewhere already knew.|
|Just read RNS. Great news.|
|Any idea why the sudden rise? Are results due soon?|
Time to go shopping? - the first of many earnings enhancing acquisitions, maybe.|
|£3 - well well
It's been a long term hold and this is now a ten-bagger for me
THank you Adept|
|£3 today :)|
|Good growth prospects but no movement above £3 for over a year what gives?|
|well we have treaded water for the past 18 months ......... but yes still here; nice to see it perking up a little|
|Yes indeed :). Still in. No reason to sell. Just top up when they drop.|
|Any holders here still around ?|
|Good looking results. Seems 7% revenue increase was organic (other 12% was from the Comms group acquisition).
These small, capital-lite telcos look a better bet than BT and Talk Talk at present.
Having said that, they will probably have to go easy on the acquisitions for the next year or three.|
|Looking fwd to these figures whenever they are announced. Should be very soon as they came out on 10th Nov last year.|
|Octopus increasing their stake to 4.14% and Business Growth Fund picking up 3.15%.
|The Director purchase just announced may support your argument Trigger;
'announces that Richard Burbage, Unified Communications Director, has purchased 125,000 shares at 240p per share.
Following the purchase, Richard Burbage is now interested in 125,000 ordinary shares (representing 0.56 per cent. of the issued ordinary share capital).'|
|WH Ireland Analyst Brendan D’Souza talks “AdEPT Telecom” this morning.
8th July 2016