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Andrews Sykes Share Discussion Threads
Showing 2026 to 2050 of 2050 messages
|Aye , seems any stock that is sold into the market is mopped up ... long may it last !
(no advice etc.)|
|Someone happy to invest 20k at 382p.|
|XD today, pay day 2/11.|
|As discussed previously BREXIT assiting here with a nice currency gain. Half of the imporved profit coming from that direction.
Solid results as normal and confirmation of divi as well as reduction in debt which should ensure high probability of sustaining the yield.
Positive outlook statement and a healthy looking chart. Can't imagine there's too much free stock about nor many sellers.|
|As long as my heating stays off , I'm happy !|
|Out of interest it's looking more and more likely that another heatwave is on the way next week. OK, less likely to impact ASY as it's later in the year now but Europe is getting it too, so it may have some effect. Autumns definitely getting warmer these days.|
|Good on you!
|Que , and they don't come much tighter than me , lol|
|Only a tiny 4,500 shares traded - astonishing on the back of such good results.
But that's the house-style of ASY to keep a low market profile and a tight but loyal and supportive set of investors.
I admire that in many ways.
Low profile and off the radar is beneficial with AIM companies with a strong family ownership structure.
ALL IMO. DYOR.
|Yes, not much to not like there. Positive outlook as well and that the ASY board are "cautiously optimistic" is almost the same as some other companies saying things are going gangbusters :-)|
|Just out of interest they are doing this without much help from the weather. Last winter was mild and not as wet as previous winters. I haven't since any snow for 4 years here and hardly any frost. Spring and early summer were quite cool too. However, there have been some hot spells since July and Europe has been pretty warm too, so any help from the weather will be noticed in the second half not the first. With such a strong first half without much help from the weather, the full year results are already looking good, and that's without some early winter cold weather. I would think their 'cautiously optimistic' is pretty cautious.|
|Very encouraging half-year figures and a buoyant outlook.
Pretty strong trading all round.
Half-year divi of 11.9p maintained.
The current yield of approx. 7.2% looks very attractive and moreover very well covered.
Who knows but there is clearly room to hike the divi going forward.
Well done ASY! Keep up the good work.
ALL IMO. DYOR.
|£4 here we come.|
|Excellent new story on the blog:-
"The pumps we supplied are expected to remain on hire for approximately three years, such is the scale of this development."|
|Now that is "out of the box" thinking ! Like it ...lol|
|Electricity prices have been soaring on the market, partly because of high demand due to aircon use. Quite a few power stations are offline for maintenance because demand is usually lower at this time of year (no heating and no aircon) but they have been taken off guard with this. It must be doing ASY some good.|
|Would think it may help the European side too .
Stock performs well at the moment , imho ...|
|I hope that the big heat wave of the last few days meant good news for the refrigeration/aircon side of the business.
|But at a guess I'd say any increase in annual profits would be just a few 100's of thousands of pounds at best surely? Most of the profits are made in UK.|
|Yes, it will benefit.
ASY does not hedge currency. Operational costs and revenue fluctuations with respect to currency tend to proportional because in country expenses and in country revenues are transacted in the same currency.
But any earnings repatriated will see a currency gain.
Foreign operations which have loans in sterling will see a small increase in costs. But loans are small and the interest rate is at 1.1% so these really are negligible whereas earnings repatriation is much larger.
All IMO DYOR and all that.|
|With its many overseas depots/branches, any views please if ASY will benefit significantly from the big recent devaluation of the pound?
ALL IMO. DYOR.
|That August weather forecast produced by Mr Scholey is looking right on the money....
blueliner 2 Aug '16 - 21:38 - 1639 of 1646
'Warmer than average August seems likely' etc|
|The good thing about this hot spell (in the south mostly, I know) is that the continent is sizzling. Paris 37C, Amsterdam 33C etc.|