Apc Technology Share Discussion Threads

[ultimatewarrior] 03/12/2018 10:17

Looking forward to results tomorrow

[ultimatewarrior] 30/11/2018 15:15

Rivaldo thank you - the phrase limiting dilution is excellent Thank you for the excellent post :-)

[rivaldo] 30/11/2018 15:03

I too was impressed by APC's presentation at Mello. Theirs is certainly an ambitious strategy, but I feel this management knows what they're doing.

They're targeting £48m turnover in 3 years and £75m turnover in 5 years, with a £50m acquisition pipeline of which £29m are in NDA/dialogue. All of these would lead to 15% bottom line profit, i.e £7.5m profit. Management were keen to point out that a large proportion of the acquisition cost would be carried out without fundraising, thus limiting dilution.

Excellent summaries by insider6 BTW.

[ultimatewarrior] 29/11/2018 08:51

Thank you for the excellent response insider Regards

[insider6] 29/11/2018 08:48

Ulimatewarrior, concerning the page that you refer to it states that organic growth in the component sector is limited not almost non existent. According to the presentation the component sector is currently 60% of APC's revenue. To grow this they are very dependent on their customers increasing their business but since a large percentage of that is in the professional/military sector it is not easy to achieve growth at the same level as experienced in their other sectors. So what do they do to grow the components business quickly? Exactly what they are saying, through acquisition, gaining not only new lines but experienced sales people and economies of scale into the bargain. If you were a shareholder during the last year you should be pleased with growth in your investment which was achieved partly through dilution to buy two excellent companies FBM and Aspen. Dilution for profitable acquisition is not your enemy!

[owenski] 28/11/2018 19:46

Advantech presentation video.

[ultimatewarrior] 28/11/2018 19:30

The page of the presentation that states that they (apc) are in dialogue with acquisitions with revenue circa 29million and organic growth in the components division is almost non existent. So to me it looks like more dilution possibly is on its way - please someone explain to me if I've understood things wrong as I'm relatively new here

[playful] 28/11/2018 17:14

The full Mello presentation is now available on the company website…

[insider6] 28/11/2018 11:02

Like GHF and Playful I am an investor in APC so please do your own research before investing.
In my opinion APC’s attendance at Mello London was rather unique in that they were the only exhibitor who displayed a significant range of hardware on their stand, maybe the reason that they appeared the busiest stand at the show. Senior managers who were happy to talk freely about the non-financial side of APC’s business staffed the stand and it is clear that everyone has bought into the Company strategy and share the Company’s vision on the future.

The presentation given by Richard Hodgson in the Roskill room proved to be standing room only for quite a few interested investors. It was a polished performance but nonetheless very detailed and unlike several other company presentations this was about addressed markets, customers and opportunities in very fine detail. Every addressed market - components, timing products and Intelligent lighting and building control - is on a significant growth curve and new addressable opportunities constantly under discussion and consideration.

GHF writes above, ‘I also spoke with a few attendees who have been watching the story unfold & now believe the business highly investable, when they were a little more circumspect at Mello Derby in April.’
I was not at Derby but from presentations at AGM’s over the last three years feel exactly the same. I have a feeling that yesterdays presentation will be available on APC’s website at some time but to actually put up a sales target figure of £50m in three years is commendable given the circumspect presentations of the past. Undoubtedly some of this growth may be down to profitable acquisitions and IMHO may involve dilution but considering the share price has risen by 26% this year, MC by 73% with a 37% increase in the number of shares in circulation this seams like a good opportunity all around.

At system level I heard that APC Smartwave have been appointed a Premier Channel Partner for Advantech. As a Premier Channel Partner we are approved by Advantech to provide technical and commercial advice and sales of Advantech products to our customers. Each design in achieved by APC is protected and resultant business cannot be poached by other Advantech agents and distributors.
Advantech’s revenue at the end of 2017 was £762M. They are a leading edge technology company addressing many markets but with a particular interest in IOT, one of the fast growing markets for APC’s Smartwave division. They provide amongst other things embedded computer systems that are at the heart of every IOT application and cost considerably more than the average electronic component because of their sophistication. Once designed into a project I imagine it is very difficult for a competitor to come along and dislodge the design and given that customer care and satisfaction is the baseline for every APC customer this should provide a tremendous income stream over the next 5 years.

Anyone interested in looking at Advantech products should visit www.advantech.com Quite a lot of detailed information but plain to see how committed they are to IOT and in particular open-source architecture which is the theory of all blockchain systems.

[glasshalfull] 28/11/2018 00:53

Morning playful,

Glad to hear you got back safe. Likewise, just a little later than yourself as flight was delayed.

Couldn’t agree more, Richard delivered a fantastic presentation & can’t fail to have impressed. I also spoke with a few attendees who have been watching the story unfold & now believe the business highly investable, when they were a little more circumspect at Mello Derby in April.

The APC stand was also exceptionally busy throughout the day which is another sign that investors are interested in learning more about the company.

Thanks cf456 for adding links to my tweets which will hopefully add some flavour of the Mello experience. Also a pleasure meeting Roger Robinson at the event & learning his views on the industry, plus his consideration on APCs more recent developments.

Goodnight...from a delighted shareholder.

Kind regards
GHF

[playful] 27/11/2018 23:31

Just arrived home from a terrific Mello jamboree where APC delivered a cracking presentation.

The reaction from the company founder when someone suggested the CEO’s presentation must have made him proud was certainly a high point for me.

[ultimatewarrior] 27/11/2018 16:18

Results next week more waiting for those than mello

[advfn_sales] 22/11/2018 11:45

Here is your chance to meet with APC Technology:

Using this unique discount code, ADVFN25, you will be able to get £25 off at Mello London 2018, a 2 day investor conference from the 26th – 27th November 2018 at the Clayton Hotel, Chiswick, London.



Tickets are normally priced at £99 for two days and £79 for one.

Type in ADVFN25 as the discount code.

Many Thanks and take advantage of this premium offer.

See you there.

[playful] 16/11/2018 09:45

The Mello line-up has been published and our Richard & Michael take to the stage after lunch in the Roskill room on Tuesday:

[ultimatewarrior] 15/11/2018 08:45

Excellent post ghf worth remembering results are in less than three weeks maybe some have seen these early

[glasshalfull] 14/11/2018 11:25

Morning folks,

Courtesy to mention I’ve been adding incrementally over the last few weeks & stopped last week as my holding took me v close to a disclosable stake. High enough for me for the timebeing.

However, it appears that the company is coming onto the radar of more investors & I’m pleased to observe higher trading volumes recently. With the flurry of buys yesterday it was good to see a +10% rise in the shareprice & I’d envisage we’ll continue to observe a 2-way pull as new investors buy into the management team & investment case while stale or disillusioned holders take the opportunity created by the increased liquidity to exit.

Thanks for posting the update yesterday Rivaldo but just to clarify that “Horndean Eagle” is a fabulous investor & I’m delighted that he has an interest here. One of the most astute investors I know. Sure he was simply highlighting that the news didn’t appear to warrant a +10% rise. Looked to me as if an investor was adding in £5k increments & stock simply dried up.

Richard Hodgson, CEO & team will be attending & presenting at Mello Chiswick in less than a fortnight. APC will be at the event on Tuesday 27th November & I’m sure delighted to meet up with investors during the day to answer queries & highlight the strategy moving forward.

Look forward to meeting with some of you over the 2-day event.

Kind regards,
GHF

[rivaldo] 14/11/2018 10:52

Hopefully AISHAH.

Horndean Eagle, I agree that the news I posted was probably not the trigger for the rise. Nevertheless, it's interesting for holders and promising for the future.

[aishah] 13/11/2018 20:37

Forecast of huge EPS increase for 2019. Market realising perhaps. Adding on weakness here. Obviously dyor.

[horndean eagle] 13/11/2018 19:41

I doubt that was the likely trigger for today's rise. Sounds like a non event.

[playful] 13/11/2018 17:05

Thanks Rivaldo, I’d not noticed this news.

[rivaldo] 13/11/2018 15:54

Product approval news yesterday:



"Published on Monday, Nov 12th, 2018

Voltage Multipliers Inc (VMI), manufacturer of high voltage diodes, opto-couplers, rectifiers, multipliers and power supplies, has attained QPL approval on its high voltage, surface mount, formed lead diodes.

The Qualified Product List (QPL) is a listing of products, or a family of products, that have met the qualification requirements set out in the application specification. QPL is used by government, military and aerospace customers to select items for procurement that are known to have met approved standards....

...This is great news for our military and defence customers in the UK. VMI has always had a strong reputation for high reliability, quality of product and range, including the ability to manufacture custom designed products for specific applications. Gaining further QPL approvals for their surface mount diodes cements their position as a global leader in high voltage diode manufacture.

Sheree Baker, Product Manager, APC Technology Group plc"

[horndean eagle] 13/11/2018 15:03

Must have been tipped somewhere or else news story is out somewhere. not managed to locate it thus far.

[owenski] 13/11/2018 15:01

Nice move, through the 200 day and a bit of volume.