Aggreko Share Discussion Threads

[markt] 04/4/2011 15:49

Anyone the total MW capacity that AGK has ?

and hence what % of the total are we talking about for Japan ?

1 %, 10%, 20% ??

[bountyhunter] 04/4/2011 14:09

chartwise just the breakout as posted earlier, does look positive here now though imho and this company is a well managed global leader in it's field

[eipgam] 04/4/2011 13:06

Fair point.... I was just assuming that you were using charts. And your reading of them would have been of interest

perhaps we can get rich(er) together in AGK?

[bountyhunter] 04/4/2011 12:35

I don't think that the RNS was totally unexpected (although good news and very welcome) as the management have previously stated they were ready to help in Japan if requested to do so, and have in the past supplied power in Japan to the Nagano winter Olympics. As to where to from here if I knew that then I'd be rich ;-)

[eipgam] 04/4/2011 12:06

Hi b/hunter.... do you mind if I ask you about the buy signal you saw, and where you would expect this to go to in the short term. I appreciate the RNS will have mixed things up a bit, for the better, but as a holder since the last chairman left and the share price tanked, I am interested in your view.

Cheers

[bountyhunter] 04/4/2011 08:05

positive news for this company and Japan...

"Rupert Soames, Chief Executive of Aggreko said, "Within a few days of the disaster, Aggreko entered into discussions with TEPCO to bring additional power to the grid. TEPCO has moved extremely fast and with great professionalism to define an engineering solution which will bring additional generating capacity to Japan. Aggreko is pleased it is able to be of assistance to the country at this very difficult time."

[yoyoy] 04/4/2011 07:44

Contract win from TEPCO

[bountyhunter] 31/3/2011 17:26

buy confirmed...

[bountyhunter] 21/3/2011 08:21

breaking out, from the prior short term trend?

[bountyhunter] 17/3/2011 09:30

yes you could be right fred, seems to be just a waiting game now with these (and the markets generally I think) but the stronger companies such as AGK in the right market sectors should prosper in the end

[ccnp] 16/3/2011 18:00

1) this opens the door to acquisition

2) when management can't think of doing anything better to do with the money than giving it back to shareholders, some take the view that it's time for a change of management. The ride has been extraordinary from 185 to 1729. A shame to think there is no other direction left

[bountyhunter] 16/3/2011 10:29

...so also a share consolidation

[bountyhunter] 16/3/2011 10:28

found the details now...

"Subject to shareholder approval, we propose to start this process with an initial return to ordinary shareholders of approximately GBP150 million, to be effected by way of a return of value of around 55 pence in respect of each existing ordinary share in issue at the relevant record date (which is likely to be in early July 2011). The return will be made by way of a B share scheme, which will give shareholders some choice as to when, and in what form, they receive their proceeds from the return of value. Notably, it should allow most individual UK taxpayers to receive the return in the form of a capital receipt, if they so wish. The B share scheme will be accompanied by a share consolidation designed to maintain comparability of share price and return per share of the ordinary shares before and after the creation of the B shares.

A circular will be sent to shareholders setting out the details of these proposals in early May 2011."

[bountyhunter] 16/3/2011 09:51

mt - do you know the xd date and amount for the special divi? cheers

[bountyhunter] 16/3/2011 09:47

bounce? looks like a slight retrace to me just at the moment, may change later after the US opens

[mechanical trader] 16/3/2011 09:40

Analyst Comment by Charles Wilson at Goldman Sachs

Keeping eyes on the troubled region, Goldman Sachs analyst Charles Wilson thinks that Aggreko ( LON:AGK ) a temporary power generation and temperature control business , has no exposure to Libya, Tunisia and Egypt and just a small exposure to Yemen, where there have been no disruptions at its sites thus far. more
Keeping eyes on the troubled region, Goldman Sachs analyst Charles Wilson thinks that Aggreko ( LON:AGK ) a temporary power generation and temperature control business , has no exposure to Libya, Tunisia and Egypt and just a small exposure to Yemen, where there have been no disruptions at its sites thus far. . Wilson is expecting this week's results , due on Thursday 10 March , to confirm 'a rebound in on hire rates in International Power Projects ( IPP) and continued cyclical growth in the Local business.' He rates Aggreko as a 'buy' with an unchanged £20.11 a share target – which implies more 35 percent upside to the current levels

[mechanical trader] 16/3/2011 09:39

Alrady on bounce BH.

[bountyhunter] 16/3/2011 09:32

or if not then often when the US market opens, 13:30GMT currently

[mechanical trader] 16/3/2011 08:48

Traditional slow starter thisone, always jumps to life after an hour or so.

[mechanical trader] 16/3/2011 08:18

Broker share price Targets For AGK (present share price 1520), looks to be some serious upside.....................

Date Broker name New Price Old price target New price target Broker change

10-Mar-11 Seymour Pierce Buy 1,390.00p 1,775.00p - Reiteration
10-Mar-11 AlphaValue Add 1,390.00p 1,539.10p 1,532.20p Upgrade
08-Mar-11 AlphaValue Reduce 1,515.00p - - DownGrade
04-Mar-11 Arden Partners Neutral 1,484.00p - - Reiteration
25-Feb-11 RBC Capital Markets Outperform 1,425.00p 1,520.00p 1,585.00p Upgrade
03-Feb-11 Bank of America Buy 1,497.00p 1,700.00p 1,900.00p Upgrade
02-Feb-11 Arden Partners Neutral 1,427.00p - - Reiteration
26-Jan-11 Goldman Sachs Buy 1,485.00p - 2,002.00p New Coverage
11-Jan-11 Arden Partners Neutral 1,509.00p - -
.



.

[mechanical trader] 15/3/2011 22:03

WShould do very well tomorrow on back of Japanese problems.