Airea Investors - AIEA

Airea Investors - AIEA

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Stock Name Stock Symbol Market Stock Type
Airea Plc AIEA London Ordinary Share
  Price Change Price Change % Stock Price Last Trade
-4.00 -11.59% 30.50 13:03:35
Open Price Low Price High Price Close Price Previous Close
29.50 29.50 31.50 30.50 34.50
more quote information »
Industry Sector

Top Investor Posts

mesquida: Totally agree, Arregius, one hopes that a bidder does not swoop in now with a low offer, say 60p, before the market has woken up to the potential here. Clearly the Board are optimistic about the new design-led approach, the increase in productive capacity is certainly testament to that, but the City still does not seem interested. In fact I don't think that there is currently one single broker covering the stock, yet when I first started monitoring the Company as a textiles analyst back in 1974 ( those were the days ) there were at least 4 major brokers producing research on what was then called Sirdar ! To a certain extent that can be blamed on the management, they really do need to be more communicative with their shareholders, after all we are not exactly inundated with RNS' s during an average year. At the end of the day , this is a good little company, which in recent years has "done a lot of self help", and it would be particularly frustrating now to see all the reward for that self help going to a cheap bidder. But down at this level that must surely be a real possibility, and that thought alone should concentrate the minds of the Directors on the issue of investor relations. After all, there is still one Director who has a significant shareholding. Does he really want to sell out for 60p when his colleague got 72p !!!
arregius: It might be indicative of good results. At least no profit warning and reads that last rns still remains where the problems were one off and back to normal?.Inventory unwind and maybe better environment.Will check how the outlook looks like, but I am comfortable as now its priced as no growth. We are profitable and div mantained. Another investor much mire knowledgeable than me told me this:"It means they are trading ok..or maybe slightly better but conditions haven't worsened & everything they said in their last RNS likely still ~standsSo no PW is my conclusion"
amencorner: Since posting about AIEA in November, the share price has continued to drift south. The price is now at 50% of what it was when the CEO sold all his shares to the EBT just over 6 months ago. Maybe if the CEO could make a substantial purchase that may add to investor confidence and suggest another profits warning is not on the way. Come on Mr CEO if you make a purchase then I might be tempted to follow your lead, over to you! On the other hand if you have insufficient faith to buy then I will stay out.
amencorner: To be fair to Neil Rylance, he did nothing illegal. He simply cashed in at an exceedingly good price and one that no other investor could have achieved in the open market. If he bought back significantly, then that would send a positive message to potential investors/investors.
illiswilgig: I agree. Not ideal. A little surprised as I have been very happy with management and BoD approach until now. Perhaps there is something I've not quite seen. Aeria shares are notoriously illiquid. It strikes me that if the company had tried to buy this many shares in the market - it would have significantly increased the price - temporarily - probably above that they paid the CEO? Nice for investors - but not good for the company? Likewise, if the CEO had tried to divest so many shares directly on the market - it would likely have pushed down the share price well below the price the company has paid him, and with costs on top. Not good for investors, nor the company? Perhaps there is an argument that this is a pragmatic solution? Avoids the company overpaying, allows the CEO to divest his shares, no additional costs and hopefully minimises the impact of that on investors? Obviously I don't know why the CEO wanted or needed to sell all his shares - but I do note that he doesn't seem to be vastly overpaid? Though of course it is a very small company - but he has performed very well? So I can see he might need the capital? A lot depends upon what happens next - I am now a little nervous, when I wasn't before? cheeers
davidosh: A little more than a week ago the share price was 61p to sell and that was only for a few K shares so to get a few million away is anyones guess unless arranging a proper organised secondary placing to investors at an agreed discount so say 55p So the price could have been temporarily inflated by small buyers over the past week. Then bang the CEO manages to sell all his holding privately to the company agreed/requested presumably by the CEO for the ultimate benefit of....err probably the CEO and others.... Is that really within the regulations of quoted company law and approved by a nomad ?
illiswilgig: Yes indeed, I think the ramp up before the results and the dip afterwards were caused by short term investors looking for a quick gain and then getting out when the shareprice didn't leap upwards on the results. cheers
wanttowin: Mesquida he is Glasshalffull, a much respected investor. He has over 3000 followers on twitter and many dive in once he posts a new buy as he did today.
rhomboid: I’d better put my hand up...I’d been discussing Aeria on twitter with a few investors who subsequently bought really doesn’t take much to move this stock. It’s one of the least understood & therefore cheapest growth stocks with a generous dividend policy ...if anyone can find anything cheaper/better I would be astounded So no takeover rumours...just outstanding value
illiswilgig: Thank you 305020 for that very useful perspective and feedback from the AGM. Good to have my thoughts confirmed by others, so to confirmation bias and blind optimism I can now add group-think! Very impressed by management progress in the last few years and the company is now more obviously undervalued than it was at 10p. However the risks in such a tiny illiquid microcap fully exposed to the construction/commercial market are such that undervaluing is likely a permanent feature. Not a share for the risk averse or for anyone hoping for a quick rerating - except through a buyout and we now know that would need deeper pockets than Halstead - but over the medium term it looks likely to reward the patient investor with hefty dividends, special dividends, buybacks and growth. cheers
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