Abcam Share Discussion Threads

[apad] 06/1/2014 16:56

The recent graph movements look very good too - almost makes me believe in candlesticks.
Still on the 110,000 products - that brief foray into 120000 was all too short lived.
apad

[richscotsman] 06/1/2014 15:25

Apad

Even more jobs advertised now - a bullish start to 2014!!!! I am looking forward to the next rabbit coming out the hat!!!

Rich

[apad] 20/11/2013 16:47

27 jobs on offer Rich,
I'd be interested at this price but my rule won't let me.
apad

[richscotsman] 11/10/2013 15:07

Apad

Noted but they do have 28 open job opportunities. They have c700 staff and typically a job might be advertised for 4-8 weeks. Lets be generous and call it 8 weeks. If the level of jobs on offer is typical then we are looking at 24% employee number growth and perhaps a 10% attrition rate in this market. Experience shows us that Abcam have a tight rein on their costs therefore whilst highly unscientific as an approach I would not like to be short on this.

Long term trend is upwards and whilst we may bounce around a bit we are heading for the stars.

Rich

[apad] 08/10/2013 10:22

Some of the shorters are starting to get interested at this price:

Company Fund Manager Short % Change Date changed
ABCAM PLC Henderson Alternative Investment Advisor Limited 0.60% ↑ 0.08% 2013-10-03


apad

[richscotsman] 07/10/2013 20:57

Apad....look at the chart......!i cant believe there are so few private investors here. Well chuffed and analysts are saying 5.52 next stop so they were only 4p off!

This is an absolute joy to watch.... Well done abcam team and thank you!

[richscotsman] 27/9/2013 15:30

how long until £5.62 is reached????

[apad] 27/9/2013 14:04

UP in Cambridge!
I'm sure they are, I know I am.
The 120k shipped was very brief but it did show that orders were fine over the holiday season.
apad

[richscotsman] 27/9/2013 13:56

>£5 again... after the 5 for 1 split

also >£1bn market cap

I hope that they are celebrating down in Cambridge!

[apad] 23/9/2013 10:12

I prefer these sort of licensing deals to acquisitions rich.

hxxp://www.heraldonline.com/2013/09/23/5234229/tgr-biosciences-announces-license.html

Although owning a share that is run by people who understand the business from soup to nuts engenders a comfortable feeling, so I would probably welcome anything they do :-)

apad

[campbed] 20/9/2013 13:58

Anyone any thoughts on today's rise to a record high SP? Is it just post results briefings?

[richscotsman] 10/9/2013 18:13

2013.... 7.04p

Apad... I would not be surprised to see another aquisition or more based upon the apparent success of the last one... The question is when and what...

In the mean time another set of great results.

[apad] 10/9/2013 14:41

Got the good divi increase.
Results as expected.
Still concerned about the price/freecashflow ratio being high.
I reckon they'll need another acquisition before Mr. M. feels his loins stirring.
apad

[richscotsman] 07/8/2013 07:01

Apad

Good man - I am too busy to keep an eye on it so thanks for the heads up!

I have to say the dividend growth story here has been rather good to date (more than 11x increase since 2006!)

2006: 2.7p
2007: 3.99p
2008: 5.6p
2009: 12.11p
2010: 20.03p
share split 5 for 1
2011: 5.25p
2012: 6.05p
2013....

Rich

[apad] 06/8/2013 16:18

120,000 products shipped Rich - see what you've gotten me into.

Increased today ahead of early Sept. results.

Bought 8 times over the years.

Valuation awful high though, also forecast ahead of expectations will mean that Mr. Market will want lots of good numbers.

I'm betting on a good divvy increase to boost market sentiment.

GLA

apad

[lizhopes] 29/7/2013 08:56

time for a rethink

[richscotsman] 23/7/2013 11:23

not a bad result yet again from Abcam... I wish all my stocks were this consistent...

[dasv] 23/7/2013 09:45

March high being tested? Tipped somewhere maybe - small buys?

[dasv] 22/7/2013 09:45

thanks APAD - quite a mute response. oh well.

[apad] 22/7/2013 08:53

nothing new.
there was some Tintin speculation that the acquisition's sales and distribution did not match the company's modus operandi. Doesn't seem to have affected their contribution.
apad

[dasv] 22/7/2013 08:03

should break-out on this update I would think except for provisos regarding sequestration. More than healthy revenue growth

[richscotsman] 08/7/2013 21:15

Happy days, currency movements working with us...

[dasv] 02/5/2013 09:28

APAD - Thanks - interesting re KENZ versus AMEC. On that metric AMEC clearly looks better.

If those figures I got for cash flow figures for AAPL in the past 5 years I find it hard to fathom how they have managed to acquire > $100billion in cash with no debt.

[apad] 30/4/2013 19:42

Hi dasv,
My ratios do not give a full picture of cash flow (last time I looked there seemed to be 3/4 different versions of free cash flow) because there are no cash flows from financing.
There was an article about US backtesting over donkey's years, for this definition.
I use them in context (comparing like with like) and as a trigger to check various entries in the cash flow statement - where there has been change to previous years.
So, an interesting comparison between KENZ (PER 12, PtoNet 111, PtoFree 60) and AMEC PER 15, PtoNet 13, PtoFree 53). Not quite like with like because AMEC is more capital intensive and KENZ more people intensive. The 111 caused a significant question - it is said to be because of a change in payment pattern due to different contract types. Maybe? However, AMEC looks healthier on my ratios and has a 50% bigger yield. So, I am not surprised (although the BB is) that KENZ has been going nowhere for a while now.
Having said all that I would expect APPL to have better values than those.
One for geswan perhaps:-)
apad