Share Name Share Symbol Market Type Share ISIN Share Description
AA LSE:AA. London Ordinary Share GB00BMSKPJ95 ORD 0.1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.40p -0.91% 153.20p 153.20p 153.60p 155.00p 152.90p 154.40p 2,152,241 16:35:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 940.0 100.0 25.3 6.1 934.59

AA Share Discussion Threads

Showing 101 to 122 of 125 messages
Chat Pages: 5  4  3  2  1
DateSubjectAuthorDiscuss
09/11/2017
18:20
When is the bounce coming?
inchpractice
12/10/2017
07:28
another leg down, feels that way. £1.30p - nothing on charts, unchartered territory.
tsmith2
09/10/2017
11:39
I note some equity swaps in the news - dont know much about them except swaps usually swap fwd cash flows between a fixed & a floating rate - cld be some insts hedging the fwd div perhaps
luckymouse
05/10/2017
07:46
X div today for 3.6p
anony mous
02/10/2017
01:49
Well it has more debt than a small african country lol But there might well be a bounce trade there upon stabilization/derisk news - plus looks like some fundies will have a few for the yld free stock charts from uk.advfn.com
luckymouse
28/9/2017
11:47
Gosh these people with old news what's their motive!
scemer
27/9/2017
21:04
Https://www.theguardian.com/business/nils-pratley-on-finance/2017/sep/26/the-aa-debt-private-equity
spob
27/9/2017
15:03
It seem nowadays whenever there is a spike on the downward chart of a questionable company it's Woodford buying. Even the reduced interest payments substantially eat into shareholder returns. A lot of supply on the book taking the opportunity to offload into the temporary rise.
hpcg
27/9/2017
14:29
Santori "I agree Minerve, value opportunities can be found occasionally in boring or declining markets, but you need a variant perception in order to buy-I cant see one." Sometimes you don't need one; here is just a case of being patient and waiting for the company to get back on its feet.
minerve
27/9/2017
08:27
Another interesting one, dyor.
srpactive
26/9/2017
10:03
Nicely dropped to fill that 1 million buy order.Back up it goes!
anony mous
26/9/2017
08:42
Nothing nasty there.Numbers are good and looking to head towards the £2.00 level.
anony mous
26/9/2017
08:15
Happy to hold/increase holding. Free cash flow will work for the company quicker than the debt will be hindered further by a rise in interest rates IMO.
minerve
26/9/2017
07:22
A Limited announced 1H results: "Group Trading Revenue was £471M, up 1% on last year (H1 17: £467M) reflecting a strong performance in Insurance Services and the Underwriter while Roadside Assistance and Driving Services were flat. (...) Profit before tax rose significantly to £80M (H1 17: £48M), mainly as a result of the one off pension benefit (...) adjusted basic and diluted earnings per share were 10.2p (H1 17: 10.3p). (...) The Board has declared that the interim dividend will be maintained at 3.6p per share."
mj19
26/9/2017
06:23
Results seem encouraging in that all appears stable with future expenditure funded out of free cash flow and div maintained.Given problems earlier this year good to see some calm descending!
ayl30
12/9/2017
06:54
Same position as Yell was, drowned in debt eventually through heavily diluting fund-raising!
bookbroker
22/8/2017
14:20
santori, very good summation.
essentialinvestor
20/8/2017
11:33
I agree Minerve, value opportunities can be found occasionally in boring or declining markets, but you need a variant perception in order to buy-I cant see one. I think the key question is how a late stage company, AA, with flat operational revenue/profit, in a strong economy, make just £42m of net cash flow, and then repay in under 3 years, £578m of debt (1st tranche), bearing in mind that the UK economy will probably enter a recession in late 2018, or early 2019? I think AA's Insurance Services are vulnerable, and in a downturn customers turn to lower cost smaller Roadside Assistance providers, or just go without. EV/EBITDA of 9.5x is not cheap, and at some point there could be a perceived or real solvency risk if the economy enters negative growth. The dividend cover is low and I think the stock is best avoided for now, and perhaps look to buy if there is some form of capitulation. The other scenario which could happen is that the company grows out of its debt burden, or simply stagnates, and muddles it's way through-unlikely but possible. Over the last 2/3 years the company has repeated a pattern of a sharp fall followed by a stabilization, then a modest rise, followed by a sharp fall again, it will be interesting to see if that pattern holds. Volume has picked up and it looks like a floor of some kind might have been reached.
utsushi
16/8/2017
09:16
santori I am not implying what the trend maybe. All I am saying is because electric cars are deemed to be more reliable doesn't mean that the opportunities and markets for AA become less attractive. Lots of things are at play including strength of those already in the market, rate of decline etc.. Some times opportunity is best found in 'boring' and declining markets. Many investors always look at the growth markets and it is these that generally attract too many players who have to invest a disproportionate amount of capital in order to remain competitive.
minerve
16/8/2017
08:47
Minerve, Yes, you maybe right about smaller "on the margin" operators being forced out of business, nobody knows for sure but I would not want to bet against the trend-you maybe exhibiting a little bit of "narrative fallacy framing bias" here ! Large cap stocks that go ex-growth rarely recover, unless they can discover a "new line on the same pitch", Rentokil for example went global with its pest control business, pre its operations were stagnant or in decline, AA is encumbered with significant debt, flat cash flow, negative long term trends. AA's great strength is its brand recognition which is high.
utsushi
15/8/2017
10:47
The wonderful affects of good old asset stripping, erm sorry, private equity.
minerve
15/8/2017
10:41
Net debt/EBITDA @ 6.77 on 2018 estimates.
essentialinvestor
Chat Pages: 5  4  3  2  1
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