This drop is crazy . The business is doing well in the US and we have the US market on a high with four years of Trump ahead . Madness the dive in the SP |
Omg I’m going to have to wait a bit. At least we can all get instant gratification by using Prime. |
Yup feels like gs dominates peoples perception of value ... still new season starting. Let's hope they bag a few big ones this time. |
It's entirely possible there is a seller trying to clear their position, selling on news. |
The problem is, management hyped gear shops so much ... clearly underperforming on that front. |
Zeus see it differently Valuation: Based on Zeus' unchanged forecasts, Altitude trades on 0.7x EV/Sales and 7.6xEV/EBITDA for FY25, with EV/EBITDA falling to 5.1x by FY27. We believe this is undervaluedfor the sales growth we forecast and the operational gearing potential. Our sum of the parts(SOTP) valuation remains at 66.1p per share, implying 94% upside to last night's closing priceof 34.0p. |
1 additional gear shop contract ... |
We know that ALT is gaining market share. ASI report a strong 3Q for the industry: +4.2%
hxxps://members.asicentral.com/news/podcast/promo-insiders/distributors-strong-q3-puts-industry-annual-sales-record-in-reach/
Distributors’ Strong Q3 Puts Industry Annual Sales Record in Reach
ASI’s top research executive and executive news editor discuss the numbers and narratives behind the merch market’s third quarter, how Q4 is shaping up and what lies ahead in 2025.
Promo Insiders 11/7/2024
Promo distributors’ sales have experienced a steady growth rate rise in 2024.
After industry revenue decreased on an annual basis in the first quarter, distributors’ sales ticked up 1.3% year over year, on average, in Q2 and then shot up 4.2% in 2024’s Q3 compared to the same three-month stretch in 2023. |
Reasons to be cheerful?
hxxps://www.edisongroup.com/research/good-performance-against-a-difficult-backdrop/34127/ |
I'm looking at investing in Altitude. In the management presentation the CEO describes the University market as being dominated by two incumbents.
Would be useful to know the names of these companies if anyone can advise. |
From FOUR update today: The promotional products industry in our primary North American market has continued to present a challenging trading backdrop. Continuing uncertainty around economic conditions has translated into generally weaker levels of corporate confidence, compounded by specific macro factors over which the Group has no control, including elevated interest rates, severe weather events and the distraction arising from the US election cycle. |
I for one am delighted about trump Superb for US businesses We will do well at ALT |
Well, trump has promised 10 percent important tariffs on all goods, and 60 percent plus on Chinese goods. Not sure this is good for the US promo industry. |
Any movement in the shareprice is welcome for holders but as usual is sadly on very small traded volume.
The company has little free float so these fluctuations are just the way the market works on small AIM listed companies. |
nice to see some interest this morn, GLA |
To be fair, they've just posted on LinkedIn ! |
5 years since i sold this you lot are nuts lol |
Another northwards classic this lol |
Gear Shops has not posted on linked in for over 3 months. Not a good sign. |
Yes, max out those ISAs. Suspect CGT on share sales will be hiked a fair bit, especially for larger profits. |
Wish I hadn't used up all my ISA or id add more there Totally tax free That said the kids can invest 9 k each in kids ISA can't they ?Labour won't remove that I hope but best use it all before budget in case |
Yes wonder who that is ? But does Then again at this price a 6 p per rise is 20 percent growth |
Seems we have a quite aggressive buyer ... |
What u mean |
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