Airea Share Discussion Threads

[alter ego] 27/2/2019 15:43

Full year results on 7 March. Might just be attracting interest.

[fillipe] 27/2/2019 13:58

Quite some interesting buying going on here.

Victoria - VCP springing to mind as possible interested party???

f

[pillion] 04/2/2019 22:17

Chart looks bullish
Not holding..... Just watching....

[cheshire man] 04/2/2019 10:21

The growth story is what it's all about illiswilgig :-)

[illiswilgig] 04/2/2019 09:29

Wasn't expecting a trading update from Airea - they don't have a history of such statements.

Probably caused by the pension liability issue - as they otherwise confirm that trading is in line with management expectations. Good to know that there is growth in revenue and operating profit though - and that this is expected to continue through 2019.

cheers

[cheshire man] 04/2/2019 07:21

RNS Number : 9020O
Airea PLC
04 February 2019



"Trading update

Revenue and Operating profit for continuing operations in the second half of the year exceeded the performance of the 6 months ended 30 June 2018 in line with management expectations driven by the continued growth in the order book and increased sales both in the UK and Internationally.

The successful launches of our new ranges continue to gain traction in the market and further launches in 2019 are planned to continue the revenue growth."

[cheshire man] 02/2/2019 10:49

I also increased my holdings in recent times a decent yield which is always sweet :-)

[cheshire man] 02/2/2019 10:49

I also increased my holdings in recent times a decent yield which is always sweet :-)

[illiswilgig] 12/12/2018 21:22

Picked up some more myself today at 48p and thought I might come back for some more this afternoon in case it drifted lower......

Imagine my surprise.......

cheers

[rhomboid] 12/12/2018 17:49

Hi busterdog

Re GHF ...he always tweets his sales ...but obviously after he’s transacted.

Personally I’m delighted he’s been able to pick up some loose stock as i’d rather he had it than someone who clearly hasn’t been paying attention to the fundamental changes here.

[death by donut] 12/12/2018 16:51

https://twitter.com/Glasshalfull1/status/1072852295296143360?s=19

[busterdog2] 12/12/2018 16:17

Win win situation for him. Does he also post when he sells?

[wanttowin] 12/12/2018 16:01

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.

[mesquida] 12/12/2018 15:53

Donut, who is GHF ?

[death by donut] 12/12/2018 14:50

I think GHF has taken an initial position?

[smallcapinvestor1] 12/12/2018 14:42

Must have been tipped somewhere

[arregius] 12/12/2018 14:30

I dont know, i do know i added more at 48p

[death by donut] 12/12/2018 14:05

Brit politics?

[rjd123] 12/12/2018 12:45

Bored holders selling?

[dan_the_epic] 16/11/2018 22:16

I think these boys will do well

[arthur_lame_stocks] 16/11/2018 10:25

I'm not sure i'd call it a growth stock.

[rhomboid] 16/11/2018 09:58

I’d better put my hand up...I’d been discussing Aeria on twitter with a few investors who subsequently bought ..it 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

[mesquida] 16/11/2018 09:51

Agree that it is undervalued, but what exactly prompted a number of people to buy earlier this week. After all, it had been undervalued the week before and nobody was buying then! So what prompted the sudden interest. I am not aware of the stock being tipped anywhere. Makes you wonder !

[illiswilgig] 16/11/2018 09:06

Might be a bid. But not necessarily.

In my view Airea is still undervalued.

It's a tiny and extremely illiquid share. Far too small for most insititutions to deal with.

And there is little or no research available.

Weakness in the share price after the results was likely due to small amounts of selling and not much buying.

The results posted 3p for the first half. In the absence of research, no market expectations or knowledge of management expectations it's reasonable to assume 6p for the full year?

In which case it was undervalued before and could be seen to be fair value at 60p

But that ignores the growth in the first half, the new product launches, strongly rising international sales and continued cash generation. So perhaps 7p is more likely for full year?

If so it's still way undervalued and any buying in quantity will pump up the share price.

Just my view

cheers

[coolen] 14/11/2018 22:21

Under the rules, Halstead could bid again on the proviso that Airea recommend the terms. If so, might the trading background have become bearish ?