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Share Name Share Symbol Market Type Share ISIN Share Description
Airea Plc LSE:AIEA London Ordinary Share GB0008123027 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 29.50 28.00 31.00 29.50 29.50 29.50 13,649 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 14.6 0.5 0.0 - 13

Airea Share Discussion Threads

Showing 551 to 573 of 800 messages
Chat Pages: 32  31  30  29  28  27  26  25  24  23  22  21  Older
DateSubjectAuthorDiscuss
27/6/2019
08:25
Second glance, the first half comparator was tough: +13%, and the second half comparator is much easier given the FY number was just over 8%, so probably fair to assume the business still grows y/y for the full year given 1H only slightly below in revenue terms. Could still do 5-7% growth for the full year, even with the weaker 1H, so decided to buy the dip
pireric
27/6/2019
08:25
Uninvestable now after the real reason the CEO sold out 2 months back becomes apparent.
someuwin
27/6/2019
08:22
Pretty good that this share is untradeable, otherwise might have been in these. A couple of times tried to buy only 5k when this was moving and it was impossible, so in the same way thought whats the point as it would be the same selling.
2breakout
27/6/2019
08:21
Profit warning. Just what we didn't need. Another victim of May's delays.
irenekent
27/6/2019
08:19
Pretty much the definition of frustrating, so looking for revenue growth maybe 3% lower y/y. It was a tough comparator to be fair. Sub 50p looks quite a big overreaction though IMO, and personally expect it to settle into a 55-60 range in the coming days "Despite a very strong order book and first quarter and with continued growth from our export markets we will announce revenue slightly down and a lower operating profit for the half year compared with the corresponding period in 2018. This is due to significantly tougher conditions during the second quarter. Like many UK businesses the economic headwinds are against us and we are experiencing a high level of market uncertainty; however, the business is well positioned to continue to prosper despite this continued economic uncertainty."
pireric
24/6/2019
10:54
Starting to feel like it's getting a bit more momentum today, ask up to over 74.5 on my screen.
pireric
22/6/2019
15:30
The company gets a mention in this nicely written blog post Https://phdglobalinvesting.wordpress.com/2019/06/22/branching-overseas-3-high-quality-uk-aim-stocks-under-the-microscope/
carcosa
06/6/2019
14:20
Share Rhomboids view that this has already laid the groundwork to be at worst a high single digit revenue growth business with modest margin expansion on top
pireric
17/5/2019
08:11
Looks like my buy yesterday was appallingly timed. Added more at 66.7p.
shanklin
16/5/2019
22:49
Can't speak for Rhomboid but my understanding from the AGM was that the rationale for the new loom was not completely about capacity but the operational issues involved with mixing volume production runs along with sample production on the same loom necciatating configuration changes.
cockerhoop
16/5/2019
16:15
rhomboid Per your comment... "Mega Loom No 2 is 6-12 months away from ordering...ample room on site ..currently 60-70% of capacity utilisation" ... (1) Any idea please as to what the lead time is between ordering a new loom and it being ready to produce Burmatex at full throttle? (2) If we call that lead time n months, am I correct in think that AIEA expect to increase capacity utilisation from 60-70% of capacity --> 100% of capacity in circa 6+n - 12+n months? Assuming yes to (2), that revenues are proportionate to capacity utilisation, and say n is 6, this implies: - a minimum of a 43% revenue increase over the next 18 months - a maximum of a 67% revenue increase over the next 12 months Whichever of these it is, and assuming the impact on PBT would be much more significant, this seems very decent for a company on a historic P/E of 8.6. Thoughts welcome, obviously some idea as to n would be helpful. All the best, Martin
shanklin
13/5/2019
09:26
As normal, difficult to buy.
someuwin
10/5/2019
19:54
Rhomboid I add my thanks.
our haven
10/5/2019
16:49
yes, much appreciated.
alter ego
10/5/2019
15:19
Thank you, rhomboid.... a most useful read. f
fillipe
10/5/2019
14:55
I’ve posted this on Twitter but for completeness here are my AGM notes Meeting kicked off with Martin Toogood as Chairman making some interesting pre-prepared comments In no particular order..firstly we were warmly welcomed which is always a plus🙂 Ryalux closure has transformed the business..mgt are now 100% focused on growth with Burmatex Mega loom has permitted new products which are going really well...month by month sales are increasing, customer reactions have been great Brexit is a pain ...more particularly the delay/lack of clarity & the impact on inventories but it also presents opportunities as U.K. customers want to onshore supply chain...overseas they have the margins & will deal with it New products let them compete across the range at full margin but also take them into a new sector Grade A office ..London & SE centric where recruitment/retention of skilled sales mgt is a challenge...but equity options via EBT will give them the edge they need USA is not a priority as their tastes are different...CEO points to swirly hotel carpet underfoot as example🙂 Scandinavian markets love their new ranges as do 🇷🇴 Romania🙂 France/Italy have deliberately onerous testing requirements that flout EU rules to keep imports out...other markets are relatively open ..just started supplying into S America..3 orders into Chile just received New ranges are normally specification based so inventory isn’t required & timing is programmed for best efficiency Mega Loom No 2 is 6-12 months away from ordering...ample room on site ..currently 60-70% of capacity utilisation EBT is seen as vital in driving sales staff recruitment/retention..40 recipients across the business identified but all staff are eligible.. vesting period will be 3 yrs with stretching targets ..which are profit oriented but with personal targets...all set by Remcom chaired by Martin Toogood Much more positive AGM than last year with a real sense of a business going places
rhomboid
10/5/2019
11:46
Good spot gdjs100!
impvesta
10/5/2019
11:39
That's the EBT, I think RBC are administering it.
gdjs100
10/5/2019
11:37
Thanks for the AGM update Partridge. RBC have taken a 6.72% holding: hTTps://www.investegate.co.uk/airea-plc--aiea-/rns/holding-s--in-company/201904091106596280V/
impvesta
10/5/2019
11:28
It's simply a normal case of a modest number of buys by folks who appreciate a good business when the either see or hear of it. With not that much stock sloshing around, the bid/ask has steadily risen on small vol to 75p v 82p, as I type. There's only 9500 shrs on each side, showing. All best, everyone. f
fillipe
10/5/2019
11:21
Yes, thanks indeed, Partridge. f
fillipe
10/5/2019
11:17
Many thanks Partridge
garbetklb
10/5/2019
11:17
What's going on here, bid speculation???
smallcapinvestor1
Chat Pages: 32  31  30  29  28  27  26  25  24  23  22  21  Older
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