Amino Technologies Share Discussion Threads

[site manager] 06/11/2014 09:15

Thx Hastings.

[hastings] 05/11/2014 18:23

Regardless of being acquired, AMO has plenty of potential withi it's own right.http://www.privatepunter.co.uk/News/amo-5-november-2014

[hastings] 05/11/2014 17:10

Two main competitors for Amino are French, so I think it is reasonable to conclude that one at least, would probably have eyed AMO up at some point.

[site manager] 05/11/2014 12:27

RCT,

It`s one of the reasons I`m here. Wouldn`t be the 1st company Mr Todd has sold to a bigger player. FFA for example.

[rcturner2] 05/11/2014 11:16

There is an interesting article in this week's Shares magazine about Pace Micro discussing the state of the set top box market and which players are doing well. One of things I took from the article is that independents (such as Amino for example) are taking market share and there also several big players who may well be looking at acquisitions. So if Amino start to do well in the USA I wonder if they could become a target especially given the low valuation?

[rarther] 04/11/2014 10:30

B R E A K O U T ! ! !

[rcturner2] 03/11/2014 09:46

Full page tip in last week's IC.

[rcturner2] 30/10/2014 11:48

It looks clear now that they will use at least part of the cash pile to reduce the number of shares in issue quite significantly.

[rarther] 29/10/2014 03:08

And more buy backs... very nice. Will £1 be the lid until results, or will we see a breakthrough? Let's find out...

[rcturner2] 27/10/2014 07:18

Another contract win. Share price returned to the mid 90s fairly quickly, pleased I added at 80p.

[davidosh] 26/10/2014 12:00

Gervais Williams is one of the headline speakers at our investor event. Amino may be presenting there. So too will be Giles Hargreave and Andy Brough plus many more...

Quite a few of you guys must be serious about your investing so just making sure you know about the three day Mello2014 investor event in November...

www.mello2014.com

Some great keynote speakers including leading fund managers of big and small caps and top entrepreneurs. We have over fifty companies coming including high growth and high yield for income. We do not do resources or mining stocks.



Use my MELLO-DISCOUNT code if you want half price tickets.

[masurenguy] 26/10/2014 08:24

It also could just be portfolio rebalancing - Miton still hold 15.8%, which is a large position in a small cap.

[buffetteer] 26/10/2014 08:03

Could be a problem because they owned 18% (although Gervais recently praised the company in an interview regaling how cheap it was ) maybe just needed to sell some for fund withdrawals .

[rarther] 21/10/2014 19:30

They sold 1million shares around 80p

[rarther] 21/10/2014 19:25

The holdings in company rns today indicates it was Miton who were behind the recent flood of liquidity, shedding 2% of the co.

[rcturner2] 20/10/2014 09:08

I think it will return to previous range in the mid 90s until we see the actual results. Positive write up in the IC last week by Simon Thompson, although his name is mud with a lot of people at the moment after a succession of bad calls.

[rarther] 20/10/2014 09:03

This looks like it's about to blow!

[rcturner2] 16/10/2014 17:42

Thanks for the clarification I think it is just the state of the current market lots of weakness out there. Nothing stock specific here I think.

[rarther] 16/10/2014 16:58

Maybe i am looking a bit too long term going back months but was trying to figure out why valuation slides on positive news, why there is so much spare liquidity in a small co and why anyone can buy a shed load under mid price. Dozens of investors entering/topping up and company proved in RNS today they are mopping up big swathes. With little or no movement so looks like a big seller moving on imho. Shroders had 22% of the co last summer and a handful of shareholder notifications later they had 12% this summer... could be them.This should be interesting as once the co buys back this seller there will be a vacuum in liquidity and price can go where it wants.

[rcturner2] 16/10/2014 13:13

Not so bad for me, 4 up! In this market, the most important thing is to buy not sell.

[masurenguy] 16/10/2014 12:27

One of only two stocks in my portfolio that is currently blue today !

[masurenguy] 16/10/2014 11:26

Schroders reduced their holding by 5% from 8.1m to 7.6m shares at the end of June. No further reported sales by them since then.

[cockerhoop] 16/10/2014 10:11

Most recent I can see is a reduction from above 14% to 13.88% on 30th June (reported 1st July)

[rcturner2] 16/10/2014 09:37

rarther, where do you see that Schroder are selling?