||EPS - Basic
||Market Cap (m)
|Fixed Line Telecommunications
Adept Telecom Share Discussion Threads
Showing 401 to 424 of 425 messages
|I've recently bought in.
Following the trading update I think adjusted eps for the year just ended will be over 24p which will mean 2 consecutive years of c.24% eps growth. 24p eps will put us on an historic p/e of about 14 which I think is fairly cheap given the record of eps growth.
Based on the EBITDA figures in the sharesoc presentation I think eps for the current year will be c.27p without any further acquisitions. Of course the company has £15m at its disposal to make further acquisitions so hopefully we get some news on this front as the year progresses.
If anyone knows of any other companies that have a similar unbroken record of eps growth please let me know. I'm looking for UK or US listed companies with long unbroken eps growth, forecast eps growth of >10% and a fairly low P/E (less than 15 and preferably less than 10). The other company I own that meets the criteria is HML Holdings.|
|Watched the sharesoc vid last night - thanks davidosh et al..
With the lower/higher than expected debt/EBIDTA and their expressed desire to keep net debt:EBIDTA at a "conservative" 2 times, I think they have £4m to splurge on buyback/special dividend or acquisition.
Knowing their previous record, I'd expect the latter.
Fishwick did mention that CAT was a small acquisition that was used to test their Fleet offices' ability to integrate acquisitions. He said it was now integrated successfully which made me think larger acquisitions in that part of the world were likely in due course.
All IMHO of course.|
|I'm with you on that.|
Totally agree. Softly, softly catchee monkey - long may it continue !|
|I like the fact that this bulletin board is fairly quiet i.e. It sits under the radar. Question is how long for with these results|
|Just what I have come to expect from this excellent company.|
|Top update or what!! Ahead EBIT and Turnover.|
|Trading update due? In 2016 there was an update on 5 April|
Comments like that are as irritating as they are uninformed. This is a company that is very well managed and has delivered excellent growth over the last 2 years during which time the share price has doubled.
I suggest you demonstrate a bit of patience. If you can't do that just sell and spare us any more inane remarks.|
|this share is really irratating the hell out of me|
|28:30 What are we going to do with the cash. Pay a higher dividend or fund an acquisition to accelerate the growth.
In my view the first option provides support for the share price, the second provides the opportunity to see the share price rise from here.*
The higher Bank facility suggests to me a target business will not be far off.
(*If they get the acquisition right of course, and their track record has been good to date)|
|I had to sell my holdings here last week due to cash requirements. And this week it had to go up by 15 percent or so! just my luck! :)Great safe holding to have this - gla holders!|
|Video from ShareSoc Richmond presentation 7th March 2017
CEO Ian Fishwick, FD John Swaite and Communications Director Richard Burbage, update at ShareSoc Richmond a year after their first presentation
Introduction - 00:18
Rise in share price (42%) - 00:51
John and Richard introduction – 1:29
What do Adept do? – 2:01
Business model - 3:54
Adept locations - 5:22
Customer service strategy - 6:30
Revenue splits - 6:51
Transition to managed services - 7:49
Public sector & healthcare - 8:28
Commercial customers - 11:43
Business centres - 12:45
Acquisitions - 13:37
Cat Communications – 14:00
New bank facility - 16:55
ourIT department - 20:45
Revenue analysis after acquisitions - 24:05
EBITDA - 24:46
Debt – 25:22
Dividend - 26:55
Q&A – 28:47|
|A big plus for me for this share is that ADT represents a serious proportion of the Fishwick family wealth which should mean that young Ian looks after the shop properly. I am assuming here that their roots are lancastrian and related to the St Helens Fishwicks...possibly not though|
|We'll be posting a link to a video of the presentation over the next week.
They presented at Richmond this time last year, the share price is up about 40% since (although it only started its ascent in Nov 16). The team went over what they said then, and what they've actually achieved.
They show the journey from historically fixed line, to managed services now making up the larger part of revenue. They talk about how the industry has changed over their history and how that's effected their business. And outline, what the acquisitions have bought to the company, and on-going acquisition strategy. They ran through the new banking facility.
They come over as very competent.|
|What was said last night? This has gone through the roof this morning.|
|I understand there are only about ten places left at this supper event with the directors of the company. i would expect a good turnout and everyone raising a glass to them for a company that has performed so well...
Book now and see what they have to say..
Adept Telecom present at our next Richmond Supper if anyone is interested in attending see: hTTp://www.sharesoc.org/richmond-mar.html|
|Adept Telecom present at our next Richmond Supper if anyone is interested in attending see: hTTp://www.sharesoc.org/richmond-mar.html|
|Confirming it is still in the consolidation game, good model for this fragmented market. Hug and hold.|
|Unfortunately there's some "loose lips" here.
See the trading update in Aug 2015 for a prior example.|
|Clearly had been rising the last few days in anticipation of this rns. Someone somewhere already knew.|
|Just read RNS. Great news.|
|Any idea why the sudden rise? Are results due soon?|
Time to go shopping? - the first of many earnings enhancing acquisitions, maybe.|