Amino Technologies Share Discussion Threads

[spooky] 09/2/2021 10:25

Results were more or less as expected, not sure why you are wombling on about underwhelming unless you are short of course. No position myself.

[ultimatewarrior] 09/2/2021 10:17

If they believe the 2025 story I'd expect to see serious director buying Would help confidence after these underwhelming results

[18bt] 09/2/2021 09:59

The Report and Accounts has been published on the website at the same time. V Unusual for an AIM company to do this and well done the company for doing that.

[ultimatewarrior] 09/2/2021 09:33

Yep for all positive comments lack of any serious buying - though I'd give it a week or so after results Broker hawking a big premium target whilst it can't shift a big seller - suggests a broker change may be in the company interests

[zipstuck] 09/2/2021 09:22

Underwhelming

[ultimatewarrior] 09/2/2021 09:11

Nothing wow for now one for future Dividend lower than I was expecting probs read wrong numberI'd expect it to still tread water, not one for the crowd looking for excitement

[sev22] 09/2/2021 08:28

There is an IMC presentation at noon tomorrow. Meanwhile here is a brief clip:

[sev22] 09/2/2021 08:14

There is already a 16 page analyst's report from House Broker finnCap on their web-site (access is free) titled 'Sights set for Amino 2025' and re-iterating an initial price target of 215.00p.

[ronwilkes123] 09/2/2021 08:12

Yeah I'd wait for buying on spread like that

[zipstuck] 09/2/2021 08:10

or sucking in buyers

[ronwilkes123] 09/2/2021 08:02

Wide spread catching out sellers

[18bt] 09/2/2021 07:39

Perhaps someone's been reading this board - nice to see a reference to culture in an a prelim. I need to spend a bit of time looking at the strategy which this statement is beginning to bring to life.

[masurenguy] 09/2/2021 07:09

Looking good - sales up by 7%, operating profit marginally down 7%, improved cash position and dividend increased by 11.3%.

FULL YEAR RESULTS FOR THE YEAR END 30 NOVEMBER 2020

Strong financial performance demonstrates software-led strategy delivering results. 2025 strategy to drive software-led growth and capitalise on the structural shifts in the TV market.

Amino Technologies plc (LSE AIM: AMO), a software-led global media technology company that delivers modern TV experiences, announces its preliminary results for the year ended 30 November 2020.

Donald McGarva, Chief Executive Officer of Amino Technologies plc, said: "Despite the impact of COVID-19, in 2020 Amino delivered a strong performance and we maintained our previous financial guidance through the year. All our key metrics tracked ahead, demonstrating that the software-led strategy we are following is delivering results. Like many, our business model has been tested in this challenging year but the financial and operational progress we have made, along with the opportunity we see ahead, give us the confidence to recommend a dividend. I would like to thank our amazing Amino team for seamlessly adapting to remote working, staying close to our customers without missing a beat and continuing to innovate throughout the pandemic.

To position Amino for future success, we recently launched our Amino 2025 strategy to capitalise on the convergence of streaming services, which is where we see the greatest opportunity for growth. COVID-19 has accelerated structural shifts in the TV viewing experience. Modern consumers not only want the 'best of both worlds' - video on demand and live TV working together seamlessly - but they increasingly expect it. Our Amino 2025 strategy is built around making this expectation a reality.

Our business and culture stand stronger today. With a pressing need for the solutions and services we deliver, Amino is trading in line and has started the new financial year from a position of strength. We have a clear strategy to drive software-led growth and to capitalise on real structural shifts, supported by our enhanced visibility and an acute focus on driving recurring revenue and strengthening our long-term customer relationships. We look forward to making further progress in the year ahead."

[sev22] 08/2/2021 17:59

Paying attention to the technical analysis AMO closed tonight as a 'Strong Buy'

If the full year results are well received tomorrow followed up by Wednesday's Investor Presentation the share price should move towards 150.00p plus over the next few days.

[simon gordon] 06/2/2021 10:01

Charlie Munger:

"Think about this for a moment. What is a business fundamentally made up of?

... PEOPLE

Why is it then that the whole Investment Bank Analyst world doesn't write about culture & people?

Astounding, as effective strategy execution is achieved with people."

-----

ReTHINK Technology Research - July 2019:

No overlap, all the benefits – Amino, 24i a match made in heaven?

[1pencil] 04/2/2021 19:50

Yup, that's an option although I suspect the two are worlds apart hence the 24i purchase.

[sharw] 04/2/2021 17:23

1pencil - that's the sort of question to put down for next Wednesday's IMC meeting.

[simon gordon] 04/2/2021 10:37

Amino TV - 4/2/21:

Amino powers GO Malta OTT Android TV launch

AminoOS Powered Amigo 7X Android TV box powers GO Malta’s new Android TV OTT services

Amino Engage SaaS platforms provides GO Malta with advanced set-top box commissioning, management and customer-care functionality for the Amino devices

The Amino deployment enables GO Malta to aggregate linear and streaming content in a single service, while complying with Malta’s DTT frequency switch-off project

Cambridge and Marsa, Malta, February 4th, 2021 – Amino, the global media and entertainment technology solutions provider, and GO Malta, Malta’s leading communications services company, today announced that the AminoOS powered Amigo 7X devices and Amino Engage software have been rolled-out to provide GO Malta’s customers with exciting new OTT video services based on Android TV. This project is part of GO’s TV strategy and customer experience journey.

Continued....

[1pencil] 03/2/2021 20:34

Ditto, good spot SEV

Timeframes referred to of 2025/5, pretty much in line with managements recent finncap commentary;

" In conversation with management, we understand the group is targeting $250m
revenue by 2025, delivered organically and through acquisition, including $175m
software and services revenue, 70% recurring."

[simon gordon] 03/2/2021 19:27

Nice one SEV!! Good to see all the names mentioned in the report, that'll keep me occupied for a couple of hours. Have sent in three questions to the Investor Meet Up platform.

[sev22] 03/2/2021 19:13

Amino gets a mention in this report. The market and revenue potential looks huge over the next 5 years.

[ultimatewarrior] 02/2/2021 16:45

News in morning maybe

Or just a blip

[spooky] 02/2/2021 16:43

There were 300 on the offer in the auction.