Amino Technologies Share Discussion Threads

[master rsi] 14/6/2013 12:08

up to 87p today

looking strong for a posible higher BREAKOUT

[hastings] 12/6/2013 07:07

Another piece of good news this morning. Perhaps next win will be Latin America!

[penpont] 10/6/2013 13:06

ST's conclusion is:

'My fair value target price is 100p, which could prove conservative.'

[hastings] 10/6/2013 12:37

Nice to hear that, Hyperboreus.

[hyperboreus] 10/6/2013 12:10

Back on the radar, tipped at 12:00hrs by Simon Thompson of Investors Chronicle fame.

[davidosh] 10/6/2013 10:59

Just to advise you all that AMO will be presenting at the next Mello Central on Wednesday 12th June at the FinnCap HQ near Liverpool st station so you can ask the directors a few questions then if any of you would like to join us.

www.freesharedata.com/mello

[hastings] 06/6/2013 12:36

Nice trading update here today and some heavy trading of the shares.

[hastings] 02/6/2013 09:28

Appears to have dropped off the radar a tad recently, but perhaps ready for some upward movement ahead of results nex month. EPS of 6.9p for next year, according to Brokers, which ranks quite well against others in the area. But, add in the huge cash position along with the recent tax duty rebates, then the mkt cap of under £45m looks cheap to me.

[hastings] 05/5/2013 09:31

Also worth a read, if a month or so old.

[hastings] 04/5/2013 09:10

Right place right time!!

[hastings] 03/5/2013 13:10

Have to agree with that, Gervais Williams is quite adept at seeking out undervalued situations, which is certainly the case here.

[speedsgh] 03/5/2013 13:06

certainly interesting. Miton UK Smaller Companies Trust ( + Diverse Income Trust ( are run by Gervais Williams who has been a highly successful fund manager. nice to see him taking an interest here.

[heyho2] 03/5/2013 11:02

RNS regarding Miton upping their stake over 5%Institutional buying is always a good thing in my book! :-)

[hastings] 30/4/2013 17:15

very nice indeed.If you take the cash position now and the mkt cap, the business isn't valued very much. The share price should be a whole lot higher...surely!

[beangrinder] 30/4/2013 14:47

More cash rolling in...nice.

[sharw] 25/4/2013 22:37

heyho2 - thanks for that.

One of the interesting things is their forecast - whereas the PTP is similar to other brokers the EPS is much lower (for this year 4.6p - consensus 6.13p). I have decided that this is because they have assumed full tax and the others haven't. The last annual report states:

"At 30 November 2012, the Group has approximately £37m of unrecognised tax losses and other timing differences available to carry forward to set against future taxable profits".

That should last a few years, but this does flag up the fact that sooner or later earnings growth will be slowed by an increasing tax charge.

[heyho2] 25/4/2013 09:53

A few weeks old but I don't think this has been posted before:http://www.progressive-research.com/?ACT=26&ID=6551&dir=ISR%20Analysis&field=62Interesting analysis into Amino.

[adamb1978] 03/4/2013 16:43

Does anyone have a view on the sustainability of the gross margins of AMO? I saw in their recent results that they gave reasons for the increase in Fy12 vs FY11 however the increase within FY12 was also pretty incredible - 35.4% in H1 and 48.2% in H2.

is there a view that these will go >50% in FY13 or conversely is there any reason why the margin in H2 was flattering and we should expect slightly lower?

Any views appreciated
Thanks

[hyperboreus] 03/4/2013 10:44

Bid 82p Offer 83.33p this morning so more steady buying today

[hastings] 02/4/2013 12:43

Nice spot Hyperboreus.

[valustar1] 28/3/2013 14:54

All very odd on the dividend