Share Name Share Symbol Market Type Share ISIN Share Description
Amino Technologies LSE:AMO London Ordinary Share GB00B013SN63 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.50p -0.41% 121.50p 120.00p 123.00p 124.50p 121.50p 124.50p 46,425 15:59:24
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 75.3 9.6 15.5 7.8 88.49

Amino Technologies Share Discussion Threads

Showing 1551 to 1574 of 1925 messages
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DateSubjectAuthorDiscuss
16/12/2015
19:41
Paid for broker note from Progressive Research - 3/12/15: Sales force changes: Management has taken concrete action to address the unsatisfactory sales execution flagged in October. Steve McKay, the former CEO of Entone, will head up an integrated sales effort. Steve has a strong track record in sales having led Entone’s international expansion and secured a number of key Tier-2 customers. In addition, the overall sales effort has been re-focussed, with dedicated teams for Latin America and Europe, with a combined sales force for North America. Http://www.progressive-research.com/tearsheet/research/amino-technologies-plc/amino-trading-in-line
simon gordon
03/12/2015
09:42
Agree Paleje. The only thing I took away from the RNS was that the progressive divi will be retained at least for 2016.
imranawan
03/12/2015
09:00
Finncap reiterated their 175p buy advice this morning but today's further RNS trading update doesn't offer any clearer or more convincing picture than the last one imo. Without defining what the actual sales problem was, and how in practical terms it has been addressed, how is it possible to form an opinion.
paleje
30/10/2015
13:19
As I understand from the RNS of 12/8 and the earlier one about Boox, both acquired companies have elected to take half the deferred costs in cash, amounting to 5.3 million USD approx, so the £4 million you estmate as current cash is largely earmarked for them?
caradog
30/10/2015
13:08
Caradog - the announcement at 22 July states: Initial Consideration of $65.0 million (£41.6 million), payable to Entone Equityholders on Completion, in cash o Deferred Consideration of $8.0 million (£5.1 million), payable to qualifying Entone Management on the first and second anniversaries of Completion, in cash (of which a proportion will be used to subscribe for the Deferred Consideration Shares) The H1 cash of £17m was after cash purchase of Boox (small amount of deferred consideration to follow).
lignum
30/10/2015
10:23
Do your figures include the deferred sums, due at 1 and 2 yrs relating to both acquisitions?
caradog
30/10/2015
09:43
Hyper - if that's the IC article I think they have it wrong. It suggests they have 25p per share in cash. 70 million shares x 25p = £18m cash. Cash at H1 was £17m and they raised £21m in a rights issue but spent £42m on Entone which held c $12m in net cash at acquisition (say £8m). So after the acquisition net cash would be around £4m - I can't see how they can now have £18m in cash.
lignum
30/10/2015
08:41
Price recovery continues.
stopps
30/10/2015
08:38
IMHO, it should not be for us to have to guess what they mean by poor sales execution. Amazed that anybody would think to tip AMO in the current information vacuum on that front.
shanklin
30/10/2015
08:38
Miton Group have made some terrible trades lately... they caused the price to drop to 80p last year seemingly to liquidise some cash, then bought back after price rose 50%, now they have shed some more weight on price drop and shroders lapping it up
rarther
30/10/2015
07:55
I suppose it all depends on exactly what they meant by sales execution and the reasons for it, the information provided was inadequate. IC say "It doesn't reflect a lack of demand" but how do they know that? If they're right, it might be operational or administrative issues which are soon rectifiable. It would be safer to wait for more information even though the dip is tempting.
paleje
29/10/2015
23:02
Both IC and Shares magazine issued a buy recommendation today after the latest drop. Seems a bit premature to me but brave holders may feel reassured.
caradog
29/10/2015
21:57
Poor sales execution? A friend of mine sold overpriced (in my opinion) cotton tee shirts from India in the early nineties. Don't you know it, his sales team (him) also suffered from poor sales execution. When someone wants to buy, sales execution isn't usually a problem..... regardless of how technical the field one is selling in... Buffy
buffythebuffoon
29/10/2015
19:18
Miton reduce while Schroders increase. Will be interesting to see if they continue adjusting their holdings. Holding(s) in Company (Miton below 14%) - HTTP://www.investegate.co.uk/amino-technologies/rns/holding-s--in-company/201510291712329324D/ Holding(s) in Company (Schroders above 10%) - HTTP://www.investegate.co.uk/amino-technologies/rns/holding-s--in-company/201510290700097848D/
speedsgh
29/10/2015
18:29
One of Investors Chronicle tips of the week entitled "Connect to Amino's Growth which may be a shock/disappointment to anyone who has pressed the panic button and exited since the trading update: In summary: "The main reason for the expected revenue shortfall is poor sales execution and Amino's bosses say they have taken steps to resolve the issue. It doesn't reflect a lack of demand. As the likes of Sky and Netflix cash in on consumers' insatiable appetite for on-demand programmes across all types of devices, cable and satellite-TV companies have turned to Amino to modernise their offerings. Amino's progress underpins robust growth prospects. Broker finnCap reduced its forecasts following the warning, but it still expects cash profit to rise a tenth to £7.5m this financial year, then soar 72 per cent to £12.9m in 2015-16. Yet strip out cash of 25p a share and Amino's shares trade at an enticing 10 times forecast earnings, and there's a prospective yield of 5.5 per cent."
hyperboreus
29/10/2015
14:13
from the 2014 annual report... "During the year the Company’s sales engine has been re-shaped following the appointment of a new VP of Global Sales and additional industry-proven specialists to the team. The team’s renewed energy and sharp focus on customer and partner engagement is now feeding through with evidence of an upturn in tender activity through the second half of the year and stronger lead generation than in previous periods." rns re VP Global Sales appointment (1/4/2014)... Amino appoints Karl Tempest-Mitchell as new VP Global Sales - HTTP://www.investegate.co.uk/amino-technologies--amo-/rns/amino-appoints-new-vp-of-global-sales/201404010700196421D/
speedsgh
29/10/2015
08:52
Ps Schroders are obviously comfortable having just gone above 10%.
lignum
29/10/2015
08:52
Sharw - agree with that analysis Vasilis - agree with your observation also, although some finance guys do have some insights into sales pipeline analysis. In my experience the smaller the number of customers the more difficult it is to forecast sales. The sales concentration at AMO is very high. This also makes it very hard to report on as the directors are effectively describing specific relationships which may not be very helpful if you are in the middle of negotiations with those customers.
lignum
28/10/2015
18:52
Sharw, that's a useful summary, thanks.
rcturner2
28/10/2015
18:08
Last year's pre-exceptional PTP was £4.2m and the brokers I quoted previously are both saying £4.3m this. The number of shares in issue during the year is roughly 53m to which we add the 16,153,846 Placing Shares in for a third of the year giving an average of 58.385m for eps purposes. On £4.3m that would give eps 7.36p before tax. The broker figures I quoted (7.0 and 6.6) probably have different tax assumptions (last year's tax was just £29k and there was a £13k refund in H1 this). RCTurner - the shortfall you refer to is from market expectations, not last year's figure. Prior to this announcement the market expected eps 8.5p.
sharw
28/10/2015
16:35
sharw - you are more than welcome. Yes, on the whole I would agree that brokers and institutional investors get better access to companies than PIs. But they only get information that the management gives them - and the whole basis of my thoughts above revolve around what exactly consitutes the 'management' at AMO. Bearing in mind that the problem stated in the RNS relates to the sales pipeline, the question is, who at Board level is qualified to fix it, and what exactly IS the problem? We are talking about the 'life-blood' of the company here - sales - and with respect to accountants, I've never met a 'bean-counter' yet who really understands sales qualification and business prospect analysis. I've met some who think they do - but never any who have actually been really tested in the field and 'smelt the cordite' so as to speak. On that basis, I personally would take any brokers assessment today bearing in mind what I've said above with a large pinch of salt. But as I say, just my point of view.
vasilis
28/10/2015
16:34
Shanklin that was my understanding too. I think the share price will be depressed until they issued a TU, as risk/reward at the current level is not in favour of the PI who lacks information about the nature of current trading.
imranawan
28/10/2015
16:33
Exactly, the stock exchange rules are they must warn if they know the shortfall is at least 10%, so at the very least the eps is down by 10%.
rcturner2
28/10/2015
16:29
Surely its the 2014 PBT they have suggested they will achieve this year, not the EPS.
shanklin
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