||ORD 4 329/395P
||EPS - Basic
||Market Cap (m)
Aggreko Share Discussion Threads
Showing 2201 to 2219 of 2225 messages
|Looks like a screwed up just having sold on the dip. I was expecting Cable strength to cause a hiatus, but clearly not.|
|Inauguration Day Photo, good to see Aggreko were supplying the power that day.
|Questor: Aggreko is expensive, but this is why it's poised for growth
Telegraph24 January 2017
Ashtead, the FTSE 100 equipment rental specialist, has done this column a good turn, with a healthy 20pc-plus gain since its selection in early November, and it may now be worth investigating one of its rivals, Aggreko (Frankfurt: A1XFZR - news) .
Aggreko’s shares have markedly lagged those of Ashtead and although the former look more expensive, on 16 times earnings for 2017 to Ashtead’s 13.5, the FTSE 100 firm is operating at peak profitability whereas Aggreko, a member of the FTSE 250, has just suffered four straight annual drops in earnings. This is where the opportunity lies.
Around half of Aggreko’s business overlaps with that of Ashtead in the US equipment rental market, providing mid-sized power generators.
If President Trump gets America to invest in infrastructure projects this operation should benefit, although this opportunity is now fairly well understood.
The real secret to Aggreko could be the power solutions business, which may be about to reach a welcome turning point after a difficult couple of years.
This unit rents out large-scale power generators to meet any power shortages for governments and utilities. Capacity utilisation seems to be rising and once it hits the 70pc‑80pc range the profits can start to motor.
A strong schedule of major sporting events in 2018 provides a good range of potential contract wins. The stock could be poised for a comeback after a difficult 2016.
Questor says: Buy
|& Trumps inaugeration could give this a boost|
Aggreko (AGK) announced that it has extended several contracts in Argentina with the most significant being 174MW of fixed site contracts extended out to the end of 2017. Buy.
|Cracking recovery chart - nothing on this board despite the clear change in direction. Very good illustration of not catching a falling knife but waiting for a bottom to form.|
|I'm all out for a 20% capital loss... Minus dividends.|
|DB selling now...|
|Hope so, this dog has fleas... Nice contract win, haven't seen one of them for while, usually news about no bids. Oil price is up, which was the previous excuse for weakness...|
|AGK Aggreko, on the verge of a breakout. Target share price now 1000p.|
|Nice contract win, lads.|
|Looks like we have momentum!|
|Probably a buy. DB above 9% now...|
|Big transaction today. Marked as a sell, but was it?|
|DB has it as a buy...|
|Lppks like the third eye may be right! well done..|
|Capital group are culprits. I wonder if they helped walk it down?|
|Massive volume yesterday? Any news on that? 10% oil price rise and an opec cut looks helpful?|