Facilities By Adf Share Discussion Threads

[disc0dave45] 30/11/2022 11:23

Sounds promising, pity they didn't feel the need to communicate their H2 "full order book" in their outlook statement.They had 46 productions in H1 and said that H2 would comprise of larger scale productions, so let's hope the 23 provides double the income with reduced mobilisation costs - plus more critically let's hope their new fleet lead times aren't causing any issues in meeting their orders.Ps twitter, oh dear!

[rivaldo] 30/11/2022 09:20

Interesting tweet the other day from the CEO. Let's see if it translates into the promised more profitable business in H2 :o))



"Happy Friday, another busy week in the life of @FacilitiesByADF servicing 23 x large productions is a challenge but with the amazing #team we are so luck to have, they make it happen. Thank you to all"

[disc0dave45] 16/11/2022 21:42

Guess so, will try posting more that might do the trick :)

[chubb24] 16/11/2022 14:41

I guess a small retrace was expected!

[disc0dave45] 15/11/2022 17:15

Wasn't me today! :)

[disc0dave45] 14/11/2022 15:30

Hi ChubbYep nice rise!, even without me posting......the pump before the dump, only joshing :)Be interested if they do get back to you, thanks.

[chubb24] 14/11/2022 14:43

Hi Dave,

No feedback yet.

Nice increase today.

All the best

[disc0dave45] 11/11/2022 11:46

Good morning Chubb
I thought that too!….time to post something to get it moving back up eh.
Did you get any feedback on their recent “Glasgow”; expansion?….id guess a no on that front.
Any views on how their broker can forecast earnings when they hadn’t included the spend on increasing their fleet?. Yes surely they must have included fleet expansion but doesn’t sound it from their latest note.
Pease can folks cut out personal references and simply focus on the subject matter, namely investing and more specifically ADF.
Thanks :)

[chubb24] 11/11/2022 11:37

Yes it has had a good run John, so no surprise to see a small pullback.

[melton john] 11/11/2022 10:58

It's had a little pull back 6 times since the bottom. Still long term support imho, short term profit taking from momentum traders moving on to something else.

[chubb24] 11/11/2022 10:53

Dave stops interacting and the share price falls, it's connected, I told you! :)

[disc0dave45] 10/11/2022 12:57

Melton John10 Nov '22 - 12:23 - 563 of 563 (Filtered)

[melton john] 10/11/2022 12:23

disc0dave45
10 Nov '22 - 11:28 - 562 of 562 (Filtered)

Still.

[disc0dave45] 10/11/2022 11:28

PmslGood morning old chap, thought I was filtered, I refrained from filtering you because I found your postings to be quite hilarious.....and you've not disappointed again today.You slag me off for posting my points of view and repeating them, then you repeat (like rivaldo) does exactly what you posted before.So joining in - you based your investment here and data provided by their own paid broker that as I've highlighted hasn't taken on board much of what was said in their H1, in particular the fact that they've committed £16m of their cash to new fleet but their broker stated clearly that this investment was not included in their earnings forecasts.Please stick to the subject matter rather than referring to me in a very impolite manner,ThanksOh ps how's your fantasy AGFX trade going? cough cough :)

[melton john] 10/11/2022 11:15

I did a search on Stockopedia for shares with increasing earnings per share. Always a good comparison because it excludes the busy fools who lose more as revenue increases or the losers who keep afloat by issuing new shares to dilute existing holders.
One of my criteria is price/earnings growth which puts high P/E numbers into perspective when EPS growth is high.
ADF is such a share with predicted earnings growth which many institutions bought into at the IPO. The following are forecasted figures.
PE Ratio (f) 8.9
PEG Ratio (f) 0.4
EPS Growth (f)32.6%
Dividend Yield (f)3.42%

[melton john] 10/11/2022 11:12

He's been up since 05:17 and posting late last night. Sad Billynomates, maybe he'll fall asleep soon and give it a rest. I'm all for a contrarian view but obsessional repetition of a point of view???? With out being obsessional maybe I'll repeat why I'm here.

[disc0dave45] 10/11/2022 09:32

Just a reminder too about the Cenkos note that was published. Their broker didn't know that the business had placed orders and committed £16m to new vehicles and commented that the cash on the BS (of which £13.2m net was raised to go towards paying for these vehicles) could be used for acquisitions or investment opportunities and NONE of which has been allowed for in their FORECASTS!.So it would be great to know how they determined their forecast earnings if they've excluded the £16m spend on increasing their fleet!. Jeez and folks believe them too.

[disc0dave45] 10/11/2022 09:16

Good morning ChubbDon't know why certain posters on here can't stick to the subject matter, namely ADF, but children always resort to name calling and bullying- and to think premium members here pay to do just that.Anyway, it's a free country and I will post as much as I like, those children that don't like it can filter me.Have a good day - I note that Masurenguy ticks your posts down because you discuss things with me, that's quite sad IMO.

[chubb24] 10/11/2022 09:14

Thanks Rivaldo.

[rivaldo] 10/11/2022 09:10

SCSW have now sent out their November issue, so it should be OK to paste their comment on ADF from the previous issue FYI:



"ADF has released its H1 to 30 June with sales of £12.6m and a reduction in EBITDA to £2.6m, down from £3.8m, although last year’s H1 comps saw a post-lockdown bounce and not the typical seasonal lull in Q1. H2 is more heavily weighted towards large productions and is fully booked, hence it supports the full-year expectations of record adj EBITDA levels in FY22.

Cash balance stands at £16m despite growth in the total number of vehicles at the end of H1 to 550. This is expected to reach 600 by the year end. Cenkos forecasts eps of 4.6p for the year, lifting to 5.9p next year, to drop the PE to 7.5. Hold."

[chubb24] 10/11/2022 08:41

Masurenguy to be fair to Disco Dave, his views which are generally contrarian do have some degree of rational, I've seen far worse de-rampers on other boards.

I presumed he was short but he is not. I'm not sure then why he has such an interest in ADF, when there are thousands of stocks to choose from, but I don't mind his views. Always good to get views on both sides of the investment case.

Also the more he has posted recently the more the share price has gone up!

Anyway have a good day all

[disc0dave45] 10/11/2022 05:17

Still FILTERED

[masurenguy] 10/11/2022 00:19

The sad troll has made 19 posts here over the past 48 hours. Deramping is just as absurd as ramping yet a couple of posters still continue to give him the attention that he so desperately seeks here. He really needs to get a life and is best ignored.

[disc0dave45] 09/11/2022 21:23

Yep their sole reason for being in business is to keep losing $1.5bn every 3 months!….of course it is, how silly of me.

[lennonsalive] 09/11/2022 21:07

Disney plus won't fold, what are you living on?