Airea Share Discussion Threads

[brileyloucan] 05/3/2020 08:17

OK, found it. They've mislabelled it as deferred tax for £724m.

Thats a bit of a mistake.

[brileyloucan] 05/3/2020 08:17

Hi, Can anyone explain the balance sheet to me. They borrowed £1.7m in the year and repaid £400k both of which I can see on the cashflow statement. So I should expect to see a £1.3m liability on the balance sheet, but all I can see is £562m. Wheres the rest?

[our haven] 05/3/2020 07:38

Final results out and profits down but not out. Pension scheme deficit significantly lower. The sector is going through tough trading conditions so against that backdrop the figures are reasonable. However Brexit was given as the main cause of this, which of course is rumbling on. The virus seems not to be taken into account which will again bring headwinds.This is a solid business but my guess is the market will not be happy with the results

[our haven] 12/2/2020 07:43

Thanks Arregius for your points.

[arregius] 11/2/2020 15:17

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"

[our haven] 11/2/2020 14:13

I do not think that it is indicative of a bad result but of course we could still have a bad result.

[our haven] 11/2/2020 14:11

I thought that we had established that there was going to be no trading update.

[bda3490] 10/2/2020 14:21

No trading update !!!
Not looking good

[our haven] 10/2/2020 07:38

But I assume that they will release results in March even if they do not produce an update in February.

[mesquida] 07/2/2020 13:19

Arregius,you say that this year there will be no trading update. Is that simply your opinion, or do you know for a fact ?

[arregius] 07/2/2020 12:08

This year there will not be a trading update. There apparently arent reasons to be negative here, and as per previous RNS trading might have come back to normal. Or might not. But if worsened they would have updated. I al long AIEA

[our haven] 05/2/2020 10:12

Bda3490. I am not saying that it is going to impact Aeria, I was floating their cautionary forward looking note.The virus can of course impact Aeria as, if the people you are selling to in the UK are affected by a global downturn, they will buy less.

[bda3490] 05/2/2020 09:07

How does corona affect Airea they only sell in uk ???
I wouldn’t be surprised if this lot dodge pre close. Maybe last years was just a preamble to ceo selling his shares

[our haven] 05/2/2020 08:46

Thanks NC, looks like we may get news this week then.The forward looking data may have a cautionary note as to the spread of the virus as well as our unknown trade negotiations so that may equal the certainty of the election as a zero net gain.Let's hope that it hits a more positive note.

[starpukka] 04/2/2020 20:53

I think wool has been oversold recently and is due a bounce.

[norbert colon] 04/2/2020 20:21

Given that results are to end Dec 2019 they would have had very little post election uplift to orders so it will be interesting to read the narrative and post election outlook which can only be more positive than 2019 was. On watchlist.

[our haven] 04/2/2020 19:59

You can rule out the price of wool.

[our haven] 04/2/2020 18:21

Thanks bda3490, hope that it is as positive as I think.

[3800] 04/2/2020 17:53

Trading update. The weather,coronavirus, Brexit, strength of the pound, price of wool? whats going to be the excuse this time?

[bda3490] 04/2/2020 17:32

There should be a trading update any day
It was 5 February last year

[our haven] 04/2/2020 13:56

No news, no trades, where from here?It has been going south for a while and although I took profit and, as a long term holder I continue to hold some, if I am not careful the shares I hold will go underwater.Don't think that there is any takeover on the cards but this company appears solid if unspectacular.Hold or not to hold, that is the question?

[bda3490] 17/1/2020 15:58

Nice to think that having sold 2.5 million at 72p last April buying back would be positive

Then again 412 000 issued at nil cost in November I’d hope a key performance criteria would be share price performance

[amencorner] 09/12/2019 18:12

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.

[arregius] 24/11/2019 09:54

It was not supposed to be a question. Expelling error. Burmatex IS a very well known brand for its quality and price