Aggreko Share Discussion Threads

[oboe111] 15/6/2013 00:55

there can be only one reason for the 4% rise in past few days - update isnt gonna be bad + it mustve leaked out. Cannot keep good news down for a large compmany such as this

Ob

[deanowls1] 13/6/2013 13:36

Maybe the trading update?, it is also basically a growing utility with worldwide exposure, although it doesn't pay such a good dividend!

[tompion] 13/6/2013 12:49

Interesting change of direction in the share price today - any idea why showing relative strength against the market today?

[yorkie123] 12/6/2013 12:00

Good trading update due? Hope so; looking for a swift return to 1900p+

[topdoc] 12/6/2013 08:16

good trading update coming

[cold as ice] 11/6/2013 13:03

Well back in January I pointed out that Aggreko had seen its peak! True it shot from 1700 back up to 2000 and the last few months have seen a large temporary hole in my trading account. Now I am break even again and this little monster is turning down without a fight. The death cross is still in play and the longs are getting weak. If, or more like when, we see the third attempt to snap that 1600 level the summer weakness is going to fill my wallet. The wait will be worth it.

And a few longs will be filling their Calvin Kleins. Summer sun, profitable fun!

[yorkie123] 10/6/2013 18:26

Troutman, you probably mean "Stay out", but for what reasons? Interested to know why.

[troutman2] 10/6/2013 17:45

Yes, "GET OUT".

[yorkie123] 05/6/2013 12:53

Sold last week at 1826p, down nearly £2 quid in 5 days. Unsure why.

Waiting to get back in; each time I think it's near the bottom, it drops further.

Any views?

[topdoc] 04/6/2013 11:50

is a poor trading update round the corner ??

[troutman2] 27/5/2013 11:01

Squash90, Its called its death throes.

[topdoc] 24/5/2013 11:25

make that 2% +

[topdoc] 24/5/2013 10:01

Another 1% of today

[aspers] 20/5/2013 21:36

Well underpriced at the moment, longer term a good bet with brokers pricing it at £22.

[bobdouthwaite] 07/5/2013 14:03

I saw mention of possible impact of competition with smaller peers somewhere.

[redips2] 07/5/2013 09:27

don't know out of favour maybe, but i am watching the drop with added interest .

[squash90] 07/5/2013 08:43

why is this stock falling so much ???

[squash90] 24/4/2013 18:13

thank you aspers

[aspers] 24/4/2013 08:56

Squash....15.63p paid on 23rd May.

[squash90] 24/4/2013 08:30

morning all anyone know the divi Price think around 15p ???

[aspers] 24/4/2013 07:05

Gone Ex Div today......still expect to see this back above 2000p soon.

[thegameofmoney] 20/4/2013 18:23

Telegraph says buy, for those who missed this.....http://www.telegraph.co.uk/finance/markets/questor/9992051/Questor-share-tip-Aggreko-to-power-ahead-as-global-demand-grows.htmlTgom

[waldron] 19/4/2013 17:15

..Should I Invest In Aggreko Plc?

By Kevin Godbold | Fool.co.uk – 5 minutes ago
....Email 0Share 0Tweet0Share0Print.....Companies:...FINANCIAL TIMES FTSE ACTUARIES SHARE INDICES FTSE 100 Aggreko plc.....RELATED QUOTES..Symbol Price Change
^FTSE 6,286.59 +42.92

AGK.L 1,769.00 -7.00

......
To me, capital growth and dividend income are equally important. Together, they provide the total return from any share investment and, as you might expect, my aim is to invest in companies that can beat the total return delivered by the wider market.

To put that aim into perspective, the FTSE 100 (FTSE: ^FTSE - news) has provided investors with a total return of around 3% per annum since January 2008.

Quality and value

If my investments are to outperform, I need to back companies that score well on several quality indicators and buy at prices that offer decent value.

So this series aims to identify appealing FTSE 100 investment opportunities and today I'm looking at Aggreko (LSE: AGK.L - news) , the power generation and temperature control equipment rental company.

With the shares at 1775p, Aggreko's market cap. is £4,776 million.

This table summarises the firm's recent financial record:

Year to December 2008 2009 2010 2011 2012
Revenue (£m) 947 1,024 1,230 1,396 1,583
Net cash from operations (£m) 237 371 389 403 373
Adjusted earnings per share 46.16p 63.3p 79.37p 87.14p 100.67p
Dividend per share 10.08p 12.6p 18.9p 20.79p 23.91p

Aggreko's directors are expecting trading during 2013 to be tougher than that experienced last year. There'll be no London Olympics contract to bolster earnings, and military-sourced revenues will fall due to US troop reductions in Afghanistan. Business is also likely to decline from Japan and, taken together, such issues are likely to wipe about £100 million from 2013's top line.

Longer term the firm points to a weakening growth trend in emerging markets as a reason to be cautious. But the new trading year has started well with an 8% rise in underlying revenue, although that growth rate is unlikely to offset fully the decline from last year's strong comparative result.

Despite the director's caution for this year, Aggreko has a market-leading global presence that should drive investor total returns in the longer run. Some might see current share-price weakness as a buying opportunity despite the generous-looking price-earnings multiple, but I'm inclined to hold back.

Aggreko's total-return potential

Let's examine five indicators to help judge the quality of the company's total-return potential:

1. Dividend cover: Adjusted earnings covered last year's dividend about 4.2 times. 5/5

2. Borrowings: net gearing is around 57% with net debt about 1.5 times operating profit. 3/5

3. Growth: growing revenue and earnings are well supported by flat cash flow. 4/5

4. Price to earnings: a forward 18 or so looks ahead of growth and yield forecasts. 2/5

5. Outlook: satisfactory recent trading and a cautious outlook. 3/5

Overall, I score Aggreko 17 out of 25, which makes me a little cautious about the firm's potential to out-pace the wider market's total return, at least in the short term.

Foolish Summary

A well-covered dividend, under-control borrowings, and a decent record of growth head the list of the shares attractions. The short-term outlook is cautious, but the valuation suggests that investors think the long-term growth trend remains intact.

> Kevin does not own shares in Aggreko.

..

[waldron] 19/4/2013 17:13

..Should I Invest In Aggreko Plc?

By Kevin Godbold | Fool.co.uk – 5 minutes ago
....Email 0Share 0Tweet0Share0Print.....Companies:...FINANCIAL TIMES FTSE ACTUARIES SHARE INDICES FTSE 100 Aggreko plc.....RELATED QUOTES..Symbol Price Change
^FTSE 6,286.59 +42.92

AGK.L 1,769.00 -7.00

......
To me, capital growth and dividend income are equally important. Together, they provide the total return from any share investment and, as you might expect, my aim is to invest in companies that can beat the total return delivered by the wider market.

To put that aim into perspective, the FTSE 100 (FTSE: ^FTSE - news) has provided investors with a total return of around 3% per annum since January 2008.

Quality and value

If my investments are to outperform, I need to back companies that score well on several quality indicators and buy at prices that offer decent value.

So this series aims to identify appealing FTSE 100 investment opportunities and today I'm looking at Aggreko (LSE: AGK.L - news) , the power generation and temperature control equipment rental company.

With the shares at 1775p, Aggreko's market cap. is £4,776 million.

This table summarises the firm's recent financial record:

Year to December 2008 2009 2010 2011 2012
Revenue (£m) 947 1,024 1,230 1,396 1,583
Net cash from operations (£m) 237 371 389 403 373
Adjusted earnings per share 46.16p 63.3p 79.37p 87.14p 100.67p
Dividend per share 10.08p 12.6p 18.9p 20.79p 23.91p

Aggreko's directors are expecting trading during 2013 to be tougher than that experienced last year. There'll be no London Olympics contract to bolster earnings, and military-sourced revenues will fall due to US troop reductions in Afghanistan. Business is also likely to decline from Japan and, taken together, such issues are likely to wipe about £100 million from 2013's top line.

Longer term the firm points to a weakening growth trend in emerging markets as a reason to be cautious. But the new trading year has started well with an 8% rise in underlying revenue, although that growth rate is unlikely to offset fully the decline from last year's strong comparative result.

Despite the director's caution for this year, Aggreko has a market-leading global presence that should drive investor total returns in the longer run. Some might see current share-price weakness as a buying opportunity despite the generous-looking price-earnings multiple, but I'm inclined to hold back.

Aggreko's total-return potential

Let's examine five indicators to help judge the quality of the company's total-return potential:

1. Dividend cover: Adjusted earnings covered last year's dividend about 4.2 times. 5/5

2. Borrowings: net gearing is around 57% with net debt about 1.5 times operating profit. 3/5

3. Growth: growing revenue and earnings are well supported by flat cash flow. 4/5

4. Price to earnings: a forward 18 or so looks ahead of growth and yield forecasts. 2/5

5. Outlook: satisfactory recent trading and a cautious outlook. 3/5

Overall, I score Aggreko 17 out of 25, which makes me a little cautious about the firm's potential to out-pace the wider market's total return, at least in the short term.

Foolish Summary

A well-covered dividend, under-control borrowings, and a decent record of growth head the list of the shares attractions. The short-term outlook is cautious, but the valuation suggests that investors think the long-term growth trend remains intact.

> Kevin does not own shares in Aggreko.

..

[thegameofmoney] 16/4/2013 09:22

Just about holding up under the downwards market pressure.Good buying volume though.Tgom