Acal Share Discussion Threads

[battlebus2] 05/12/2014 12:01

Naturally miti 1000, and great to see these continue to climb...

[miti 1000] 05/12/2014 10:49

Worth listening to this presentation at Mello from the CEO....naturally am very long Acal....

hxxp://www.acal.co.uk/acal/en/investors/mello

[battlebus2] 04/12/2014 13:29

Great to see these continue to rise, chart tells me 250 but I'm no chartist :))

[battlebus2] 27/11/2014 10:22

That was discussed and although they supply Europe and did see a fall off they stated this had some what recovered. The supply the likes of DeLongi in Italy were the economy is on it's knees but as DeLongi supply coffee machines etc worldwide this is somewhat mitigated. They didn't see it as a big problem but as ever dyor etc.

[spooky] 27/11/2014 09:49

Heavily exposed to Europe, i'm not sure how that can be a good thing in the current environment, irrespective of how good the management is.

[battlebus2] 27/11/2014 07:57

Yes really like these guys at Mello, well done team Acal....

[stanmore2] 27/11/2014 07:52

looks like a good investment

[battlebus2] 27/11/2014 07:17

Pleased with this mornings results......

Interim results for the six months ended 30 September 2014

Strong growth in margins, EPS and dividend

Acal plc (LSE: ACL, "Acal" or "the Group"), a leading supplier of customised electronics to industry, today announces its interim results for the six months ended 30 September 2014.


H1 2014/15 H1 2013/14(2) Growth CER (4)
% Growth
%
------------ -------------- -------- --------

Revenue GBP120.9m GBP100.4m +20% +27%
--------

Underlying EBITDA(1) GBP6.9m GBP4.1m +68%

Underlying operating
profit(1) GBP5.5m GBP3.0m +83%

Underlying operating
margin (1) 4.5% 3.0% 1.5ppts

Underlying profit before
tax(1) GBP4.7m GBP2.6m +81%

Reported profit before GBP0.1m GBP2.7m n/a
tax*

Underlying diluted
EPS(1) 6.5p 4.8p(3) +35%

Interim dividend per
share 2.2p 1.8p(3) +22%
------------ -------------- --------

[battlebus2] 13/11/2014 13:59

They did say at Mello they had experienced weakness but that orders were recovering.

[spooky] 13/11/2014 13:56

Today's Electrocomponents statement is a bit of a worry.

[battlebus2] 13/11/2014 12:02

Really liked these guys at the recent Mello, Hargreave Hale still increasing their holding.

[davidosh] 23/10/2014 00:10

Just to let you all know that Acal will be exhibiting and presenting at the Mello2014 investor event in Derby in 6-8th November and will be there on the Friday www.mello2014.com

There are nearly 60 companies presenting and over 20 really excellent keynote speakers through the three days so well worth a visit. I have a tiny few half price tickets left if anyone cares to email me.

[celeritas] 13/10/2014 14:29

Some good reads.

[celeritas] 13/10/2014 13:00

Acal Sees Strong Growth In H1 Underlying Earnings - Quick Facts


Acal's Electronics Sales Rise 12%, Excl. Noratel, At Constant Exchange Rates

10/13/2014 2:28 AM ET
Acal plc (ACL.L), a supplier of electronic products, on Monday said it expects strong growth in underlying earnings for the first half, in line with the company's view.

In its trading update for the six months, the group said its total sales at constant exchange rates rose by 27 percent year-over-year and was up by 20 percent on a reported basis. Like-for-like sales grew 3 percent with acquisitions contributing the additional 24 percent.

Nick Jefferies, the company's chief executive, commented: "Revenue growth of 27% in the first half was driven by acquisitions along with healthy organic growth in our design & manufacturing businesses and improving demand in our German and Italian custom distribution businesses. All of this will significantly increase first half Group earnings compared to last year."

[celeritas] 13/10/2014 12:35

Very good update today.



The chart is very off putting, that drop is a rights issue for a large acquisition which really doubled the companies size. It's already fitting in well with good incentives given to the management.

Noratel has performed well since its acquisition on 17 July 2014 and in line with our expectations. Cross-selling programmes are underway between the Group's three magnetics businesses (Noratel, Myrra and Acal BFi Magnetics) with the first design opportunity already won. Additionally, Myrra products have been included in a Noratel customer contract with a global healthcare provider to supply custom design products which is expected to generate new revenue in the years ahead.

[ratel274] 01/9/2014 14:21

ACL has turned up as the joint largest holding in Marlborough's Micro-Cap Fund. It shares the top spot with ECK, which I have held for some time hence my monitoring of the Fund's holdings. Marlborough must be keen because I can't recall ACL appearing in the top ten before. I have followed Marlborough in, purchasing a rather more modest holding.

[donny13] 21/8/2014 05:19

Excellent article dlku. Many thanks.

[dlku] 20/8/2014 17:23

hTtp://www.acal.co.uk/

[value viper] 19/8/2014 10:11

recovery taking place ; i had a few at 220p ish

[bench2] 05/8/2014 20:49

What is your gut saying at 213p VV

[value viper] 11/7/2014 20:32

The rights issue / acquisition has whacked the shares effectively from 380 ish to 270p ; hhmm maybe mkt has reassessed the acquisition (even if initially it spiked on the news); time will tell if the deal is decent but at this point, only value destruction has materialised and I understand why shareholders are disgruntled.Watching with interest.

[gurjit] 01/7/2014 12:22

To take up rights or not? That is the question.