Apc Technology Share Discussion Threads

[battlebus2] 04/11/2017 19:29

Yes 😉

[pugugly] 04/11/2017 19:07

diku: Having looked at the trades a lot of trades at 5.75p Guess as GHF says the 250K was his buy the the others were probably as well - Possible interpretation could be that the MM's are working an iceberg sell at 5.5p or less - (Thoughts ?)

If I am right and it is a major holder selling down could be a delayed mark in the next few days and/or a holdings rns.

Agreed - management need to get on making company more profitable with increased sales improved margin and EBITDA/EBIT rather than worrying about the share price
64k QUESTION - Do members of this thread believe they can do it ? -

[diku] 04/11/2017 17:54

GHF...as a matter of interest how did you manage to get 5.75p?...wonder how much did the seller get?...did you put in a fill or kill order?..

[playful] 03/11/2017 19:17

Terrific to see such strong support from PI’s and it’s a testament to their ability to spot opportunities, with strong management you can’t go far wrong!

[rinson] 03/11/2017 17:02

My last buy for 30000 was quoted as a sell. Any idea why the MM's do that?

[geraldus] 03/11/2017 16:23

Yes GHF the prices displayed are misleading of late or has that always been the case.

[glasshalfull] 03/11/2017 15:48

Thought it worth flagging that the 250k @5.75p is a buy...although it may look like a sell via trade data.
Investment colleague & myself have topped up further.

Kind regards
GHF

[glasshalfull] 31/10/2017 15:59

Couldn't agree more with your statement PJ & the sentiment expressed by playful. Focus should be on growing the business/ profitability & the share price will take care itself. I would rather they weren't otherwise distracted.

APC is now profitable & the company released a fairly detailed presentation explaining the road-map for growth.

I'm sure the company will update Investors when they've got something to say!

Kind regards
GHF

[pj 1] 31/10/2017 10:48

A crucial period coming up for the Company imo. I'd much prefer them to be totally focussed on growing the Business at this stage rather than focussing on PI engagement.

PR can come later after increased confidence in market expectations and performance.

[diku] 30/10/2017 23:35

Who is racing?..

[playful] 30/10/2017 23:20

I have had a company that went from £14 > 5p and then > £38 so I don’t think for one minute you need worry about anything here!

Patience is the soil that all good investments grow. If you pursue instant gratification back something in the 3:30 tomorrow.

[golddigger1] 30/10/2017 22:16

Company themselves seam very disinterested in the share price and therefore their investors. Just about everyone drowning now.

[abergele] 30/10/2017 10:34

Pe's me off with a roll or isa switch and we get shafted.
2 x100 sells and a 200k buy,and down...bahhh..
just a 7k overhang...and down 4%..robbers

[golddigger1] 27/10/2017 16:21

Very disappointing share price now that the company is back into profit. Trouble is the MC not high enough to attract II's who would normally mop up any loose shares at these prices. I wonder how low it can go?

[geraldus] 27/10/2017 15:32

Well I have had a few today.Bigger investors were paying 6.75p earlier this year.Shown as a sell but what"s new.

[battlebus2] 29/9/2017 20:55

Yes thanks guys, time to add a few more 👍

[geraldus] 29/9/2017 20:52

Thanks for the info playful.I thinkthis has the potential for a good turnaround.

[rinson] 29/9/2017 11:33

Playful/GHF
Thanks for your posts, very encouraging indeed.
There has definitely been a lot going on behind the scenes since the management review and the proof is now feeding through to the bottom line.
The Timing products growth is phenomenal and should get better as legislation starts to take non-conforming prisoners.
Lighting boosted by FM companies and I believe that the Chairman and at least one major share holder are involved in this market sector so hopefully more to come.
Nothing but good news in this release and if only 50% of it comes to fruition during the current year APC will start to attract more II's and the share price should respond accordingly.
No cigar yet but currently being rolled and the fat lady should go on a diet and give up singing lessons because her services will definitely not be needed,

[glasshalfull] 29/9/2017 11:02

Thanks playful.
Number of positive snippets in the presentation.

* APC HI-REL - Entering 2018 with double the order book of 2017 in what is their core business.

* APC Time - Bookings +74% in 2017. Finance sector compliance sales +129%

* APC Lighting - As playful mentioned in the post above, strategy of partnering with leading FM companies now beginning to pay dividends rather than previous one off orders (such as Morrison in the past) which due to their nature created feast or famine. £5.5m quotes in progress in context of entire APC turnover of c.£16m in 2017...with potential for further FM partnerships.

* Debt / Acquisitions - Risk profile of company has reduced & potential now to restructure debt that's on a hefty 10% pa, while looking at small bolt on acquisitions that I'd imagine would be structured so as to be advantageous to both small businesses owners looking for an exit & APC increasing both its supplier and end customer base.

This would offer further cross-selling opportunities to APC and augment organic growth & the signing of further tech partners of which there is a, "robust pipeline of other target technologies".

Kind regards,
GHF

[playful] 29/9/2017 09:31

Trading update presentation...

APC lighting has a substantial pipeline at advanced quote negotiation stage with 12 FM / property management companies.

A year long strategy to achieve preferred supplier status with leading FM companies has resulted in the signing of preferred supplier agreements (PSA) with 3 of the largest global real estate services firms.

What's attractive for me with our lighting division is the 5.5M quotes in progress. Looks like the spade work has been done in getting on the PSA acceptance list and now we should see the benefits.

[playful] 21/9/2017 22:43

With a good wind in our first half sails we may very well have something to smile about at next years AGM.

[geraldus] 21/9/2017 22:09

Yes I agree.Floor on this now and focussed going forward.

[brownie69] 21/9/2017 21:46

Solid results. Confirms the turn around is well and truly under way.
Next time around expect to see top line growth as well and scalability coming through at bottom line.

[glasshalfull] 21/9/2017 20:13

Evening folks,

Well the t/s duly arrived as the APC team confirmed to me a few months back.

Pleased to see that operating profit came in at £0.8m (£0.3m in 2016).
As I understand, adj PBT is anticipated to be c.£0.4m with small exceptional costs amounting to £0.2m bringing the reported figure down to an anticipated PBT of £0.2m.

So with APC now stable & back to profitability I'm hopeful that they are now in a position to grow the business.

We've observed the appointment of Phil Lancaster as Business Development Director & I'm confident that his industry expertise will result in further new technologies & supply agreements becoming available that can propel growth.

The t/s also confirms they are looking to achieve organic growth and on this I'm also confident having spoken at length with the company over the various suppliers and technologies on their roster & opportunity for APC to increase the sale of these technologies in the UK market.

I'll comment further on release of preliminary results &/or any further market news concerning the company.

Kind regards,
GHF

[zipstuck] 21/9/2017 09:37

From RNS 31/8/17

Since Phil took up this post, three new UK distribution agreements have already been secured which expand the company's RF and Microwave and High Reliability product portfolios: