Amstrad Share Discussion Threads

[darrin1471] 22/6/2007 18:14

mali7. 5% dividend is no good if the value of your investment has fallen 6%.
"concrete news about future boxes soon...DYOR!" have you done any?

brando69 "if amt are planning to reinvent themselves and place more emphasis on the property angle".
A.S. is investing in commercial property not Amstrad.

A week to the year end and no sign of the HD-DVR for Sky. We may get a trading update at the year end although this has not happened in the past.
Final results usually come out at the end of September. The only thing that I can see that may reverse the trend in the meantime is product news.

[brando69] 22/6/2007 16:54

today for example sells outweight buys by about 17 to 1

[brando69] 22/6/2007 16:53

look at the daily share price pattern. each day it slumps to all-day low at end of play. moves down on v small selling volume. faith has been lost in AMT big time and there is no sign of real news to shift sentiment. if amt are planning to reinvent themselves and place more emphasis on the property angle, they will be getting the timing rather wrong, i would think, and that is not likely to help matters.

could be a very good buy for the longer term, but why buy in now, when it looks likely to fall another 4-5% at least

[mali7] 22/6/2007 16:40

I think this stock will be starting to turn next week, the selling has been over done, and Sir Allan and Co, will manage to turn again and provide some concreate news about furure boxes soon...DYOR! Plus at current level if div maintained, very good yield!

[studhaves] 22/6/2007 00:46

brando69 - 21 Jun'07 - 17:03 - 168 of 169


it's going all the way down to 118. the key will be what happens then...



Thats the $64,000 question. Hopefully it'll bounce back up (cause thats where I'm looking to buy in), but I'm worried it'll just keep going - I can't believe that they're dragging their heels so much wrt new products & updates, etc.

[brando69] 21/6/2007 17:03

ps this has been the pattern every day. a couple of small rises mid session, to lull in a few buyers and then it gets whacked down at the finish

[brando69] 21/6/2007 17:03

it's going all the way down to 118. the key will be what happens then...

[weatherman] 21/6/2007 17:01

Looks like the bear hit it right at the end of the day.

[darrin1471] 21/6/2007 11:13

The kids

:-) :-) :-(

[roobarbncustard] 21/6/2007 10:26

Got any more photos darrin? - I enjoyed those.

[brando69] 21/6/2007 10:22

that's fine weatherman. the question is when will there be good news. i am keeping a close eye, but wise men say, only fools rush in.

[weatherman] 21/6/2007 10:14

Bears in AMT could be playing a very dangerous game. Look at the chart, with some good news AMT can rise 30p in a day - 2007/8 eps forecast to be nearly 18p - if that is confirmed with news of results, these will recover quickly imo.

[brando69] 20/6/2007 21:35

i'd have loved it if one of the apprentice candidates had had the balls to ask sugar what the hell was happening with his company's share price.

[brando69] 20/6/2007 21:34

heading nicely down to 118... that will be the time to buy in, if at all

[darrin1471] 20/6/2007 21:15

I'm a Pace holder.

I have a very old digital camera and this is the best photo it will take.

:-)

& one of the wife also :-)

Its rare to get one of her smiling. I had just promised her a new ironing board when Pace hits £1.

[charlesworship] 20/6/2007 15:39

Is your real name Claire?

[thetworonnies] 20/6/2007 09:25

Is your real name Trigger?

[charlesworship] 20/6/2007 09:09

so then wot are we sayin here, buy or sell on AMD

[iou1lov] 18/6/2007 07:34

yes, that no new products are emerging and shares are crashing?

[thetworonnies] 18/6/2007 07:33

AMT

spob - 3 Jun'07 - 10:35 - 445 of 447


Amstrad Fundamentals

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
30-Jun-02 a40.20 a(1.78) 3.70p 9.3 n/a -30% 2.30p 6.7%
30-Jun-03 a43.85 a3.79 3.70p 22.8 n/a n/a 3.00p 3.6%
30-Jun-04 a57.37 a15.64 14.60p 14.9 0.1 +295% 5.00p 2.3%
30-Jun-05 101.51 19.60 17.20p 8.1 0.5 +18% 4.50p 3.2%
30-Jun-06 91.65 20.21 18.40p 10.1 1.4 +7% 6.50p 3.5%

a. Based on UK GAAP presentation of accounts - includes discontinued activities

Amstrad Forecasts

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
30-Jun-07 70.20 14.85 12.53p 11.0 n/a -32% 7.00p 5.2%
30-Jun-08 87.00 20.76 17.51p 7.9 0.2 +40% 7.50p 5.5%


SteMiS - 16 Jun'07 - 19:46 - 446 of 447


Presumably the analysts are forecasting a weaker second half than first (this looks usual for AMT).

Forecast full year PBT is at least £16M. Since they did £10.5M in H2, that's £5.5M for H2. Assuming about £0.6M interest in H2 that's an EBIT of £4.9M, making £14.3M for the year. At worst second half cashflow should be neutral?

That puts AMT on a cash adjusted P/E of about 7.9. Next year profits are forecast to increase by around 20%.

Yield is currently 5.4% and rising.

Cash makes up 26% of market capitalisation.

Starting to look pretty interesting.

Anything I've missed?

[iou1lov] 18/6/2007 07:25

why is he arsing around on telly so much and not managing this? or maybe he is managing it ito the ground??

[guru11] 17/6/2007 23:50

Maybe his son is not as good as daddy ?
The graph speaks for itself, but where now.

It is new products and up to date products in electronic companies that keep this type of company going forward. There could be a perception that there is lack of new products at present. But one has to ask is the share price at the bottom?

[guru11] 17/6/2007 23:45

The price is low due to the non known potential for new products and competition. A confired buy on Britishbulls though.