Ab Dynamics Share Discussion Threads

[1foxred] 05/2/2021 21:15

Massive Contract.

hxxps://www.just-auto.com/news/zalazone-selects-ab-dynamics-for-hungary-test-equipment_id197066.aspx

Which looks to have been fulfilled.

[piedro] 02/2/2021 11:33

1st Feb 2021
AB Dynamics and Leane secure European Commission Contract

[jurgenklopp] 26/1/2021 12:03

EC

Same here. Divi landed in the last 30 minutes.

I'll also lodge a complaint with Bell.

[effortless cool] 26/1/2021 11:03

Received dividend now but will follow up on my complaint to AJ Bell.

[dicktrade] 26/1/2021 10:50

jurgen

:-))

[dicktrade] 26/1/2021 09:29

jurgen

yes got mine on 22/1 thru HL

BTW watch out now Super Frankie is looking for a job

Richard

[effortless cool] 26/1/2021 09:07

@1foxred,

Sorry for the slow response - missed your post - and glad you find my contributions useful.

I did once go to a presentation by the company made by the previous CEO. I think it was maybe organised by ShareSoc.

I'm a fair bit behind on updating my model - there's quite a lot of work to do to incorporate the acquisitions and adjust for COVID effects, but I do intend to come back to it.

@jurgenklopp,

Same here.I chased AJ Bell yesterday afternoon but have had no response yet.

[jurgenklopp] 26/1/2021 08:22

Has any holder received their 4.4p divi yet - it was due to be paid in on 22 January but still no sign of it in my account.

[1foxred] 13/1/2021 22:34

Effortless Cool - I find your updates and musings on your valuation model regarding ABDP very interesting.

I’m curious have you ever attended one of the investor days that the company holds? I’m wondering if our paths may have crossed.

[paulisi] 13/1/2021 09:03

Very limited news on trading update - numbers as expected.

[effortless cool] 07/1/2021 17:23

XD today - we can bank that 4.4p!

[peter27] 21/12/2020 17:54

Two tiny trades at the end of the day @ 1765. The rest of the day @ 1860/70 ish. So this 1765 is an aberration. As a long term holder I don't take any notice really but it does look most peculiar.

[simon canning] 21/12/2020 17:12

Another absolutely moronic end to the day. Getting really tired of this stock.

[effortless cool] 21/12/2020 09:00

As predicted .... and I have no idea why it happens.

[ali47fish] 20/12/2020 10:54

effortless , that's true and it happened many times- but why any guesses?

[effortless cool] 18/12/2020 17:12

It will be right back down when it opens on Monday.

It is strangely prone to arbitrary spikes up or down at the end of the day, that reverse at the start of the next day.

[ali47fish] 18/12/2020 17:04

well this one didn't even wait for me to add and it's back wehre it was before the update-shame!

[davidosh] 14/12/2020 01:50

Just to mention that the Xmas MelloMonday special guest may mention AB Dynamics and I think shareholders and potential investors will appreciate his thoughts. There is an interview tonight with Keith Ashworth Lord who is a highly respected fund manager and well worth listening to. Keith's fund Castlefield are of course one of the largest shareholders in ABDP and I think it is one of their top ten positions.

The Mello Monday event starts at 6pm
The full programme is available on the website.

Also of interest may be the MelloBASH... The analysts, fund manager and well known investors on the panel will give their honest verdicts on whether four companies are a Buy Avoid Sell or Hold at this current juncture in the markets.



All investors welcome and if you use the code MMTADVFN50 you will get a half price ticket. Great investor content and entertainment. We had nearly 400 investors attend last month so these are very popular.

[piedro] 04/12/2020 11:09

E.Cool,
Thank you.

[adamb1978] 04/12/2020 10:53

Hi Ali47fish

Appreciate the kind words. The reasons for thinking near term could be bumpy just comes down to the numbers - I think the long-term future for the company is attractive and its one which I would look to get back into, and potentially hold longer-term

In terms of the numbers, we know from teh results that Q1 trading in in-line with the exit rate of Q4. H2 FY20 was 17% down on H1 FY20 though the worst trading would have been at the start of H2, so perhaps the exit rate in Q4, and therefore Q1 this year, is say 5%-10% on H1 last year rather than 17% down?

Therefore I can't see the interims causing teh share price to move forward, unless there is a very positive narrative or very big order wins, and the same might apply to FY21 full year results given that market forecasts suggest a flat or down year.

So if there isn't an upward spur to the share price in that period and the multiple is 'healthy' at the moment, then I think just with natural market volatility and share price swings, I might be able to get back in in the next 12 months in say the £13-£15 level. I'm not saying that the price would sustainably drop to those levels, and as above, the long-term future for this company is very good, but I dont see the price racing away in the next year and the share price does move £3-£5 up or down regularly enough.

Might be completely wrong, and you cant be right all the time, but we all need to make decisions and act on them!

Adam

[effortless cool] 04/12/2020 10:41

Piedro,

Mark Allman joined AB Dynamics in May 2019 as Operating Director, and was promoted to Managing Director in August this year. He has a background in engineering.

[piedro] 04/12/2020 10:38

Anyone know who is Mark Allman?
- he was granted LTIP Award along with the CEO and the CFO

TIA

[ali47fish] 04/12/2020 10:05

Adam- you seem astutely analytical and your rpost in the wake of the recent update was hopeful - why do you say the next12 months could be bumpy- i prefer to stay invested and hopefully ride the bumps- so when do you think a reentry after the recent falls is possible-i know no advice but your candid opinion- many thanks