Andrews Sykes Share Discussion Threads

[deadly] 10/11/2024 18:12

why the 5% drop Friday?

[adeg] 28/10/2024 12:59

You have to watch the build up of cash to predict the specials.

I'm happt to continue with the dividends not looking for capital gain, great little company with very little downside risk.

The only way you are going to realise full value on the shares is if one of the bigger companies makes a takeover offer. Until then it's a cash cow that keeps on paying.

[bscuit] 26/10/2024 22:52

Have held for about 15 years. Not kept great record, but what has been frequency of Specials? With the trusts having such control I see no prospect of a super profitable exit. In retrospect a year ago was the time.

[zangdook] 25/9/2024 14:28

pity no special dividend. I was getting used to them.

[adeg] 25/9/2024 12:25

Struggling in a tough market. Weather conditions have not been favourable. However dividend maintained and still below the EPS figure. Happy to continueto hold and lets hope for a cold winter, wet winter with a scorching hot summer next year.

[mancman1] 08/8/2024 06:44

Very detailed analysis by Maynard Payton

hxxps://maynardpaton.com/2024/08/07/andrews-sykes-robust-fy-2023-delivers-record-23m-profit-after-13-workforce-reduction-helps-lift-group-margin-to-29-high/

[adeg] 08/5/2024 07:44

Well I'll take my 14p. However it doesn't take much to work out that if your dividends are 25.9p per year and EPS is 42.24p per share, that at some point they will be able to pay another special.

The big plus for me is that mamangement are activly running this business for the benefit of it's shareholders and despite a drop in revenue, profits increase.

[adeg] 02/5/2024 12:02

They have been as late as the 12th May. I had them pencilled in for next week. I would hope for a small inflatonery increase on the final dividend to 15p. The question then is do they produce a special on top of that.

[plasybryn] 02/5/2024 10:30

Still waiting for results. The Final dividend last year was Ex on 25th May and paid on 16th June. 14p per share. What are we expecting this year?

[adeg] 01/5/2024 15:14

I would be really disappointed if they sold out. Bought them in 2002 for 98p. One of the first and best investments I have ever made.

[cockerhoop] 01/5/2024 08:19

If I was a betting man I would have suggested today. Released on the first Wednesday in May in 2023,2022 & 2021.

Regards dividend I'd expect the final dividend but no further specials this year.

Interesting piece from Maynard speculating that ASY is being tidied up before being sold.

[plasybryn] 01/5/2024 08:10

Results due anyday? Dividend news?

[jeff h] 13/2/2024 00:00

Not been following ASY too much since the mega div news but catching up, this story caught my eye:-



Could never understand why they had not previously entered the German market which must be huge, when they already had depots in neighbouring France, Belgium, Netherlands, Switzerland even Luxembourg.

Will have to wait to see how this depot near to Bonn/Cologne trades before we see what they plan for this market.

[blueliner] 12/2/2024 16:47

Todays RNS re Board changes. Keeping it in the family.

''The Board remains extremely confident in the ongoing strategy and prospects of the Company.''
Almost reads like a trading update. I would expect they must have been very busy.

[cwa1] 05/10/2023 09:04

Indeed. And a rather handsome one at that :-)

Pay day is 3/11

[plasybryn] 05/10/2023 09:01

Ex dividend today

[mancman1] 02/10/2023 07:26

Not bothered about internal politics either, but did wonder if anyone has any idea what advantages there are for the family in keeping this a publicly quoted company.

[hopefuldave] 30/9/2023 06:23

I’m not bothered about internal politics about the company. All I know is the divi is fantastic, but buying in , that spread is so big. It will take a long time for me to get my capital back I’m sure.great Christmas Christmas shopping money coming.

[mancman1] 29/9/2023 06:54

The Company has authorization to buy back up to 12.5% of the shares in issue.


Over 90% of shares are held by insiders, ultimately two family trusts own nearly all that. What a hefty dividend they will be receiving!

I wonder how long it will remain a public company now that Jacques Murray has died.

[cwa1] 28/9/2023 09:41

Off on one this morning. Delayed follow through from results...or tipped in one of the weeklies?

Big buyback announcemnt yesterday too...

[dave129] 26/9/2023 07:05

11.9 ord divi + 59.4 special - remarkable

[mancman1] 26/9/2023 07:05

71p in total payable on 3rd Nov. Comfortably over 10% of share price.

[thorpematt] 26/9/2023 06:38

Nice special divi.

[1c3479z] 25/9/2023 16:28

results shortly
should have done well in Europe this year though UK not the summer of last year.

[zangdook] 09/8/2023 03:32

"The Repurchase equates to approximately 0.01 per cent. of the issued Ordinary Shares"

shares in issue 42,054,589
shares repurchased 10,400
shares is issue prior 42,064,989

10,400/42,064,989 = 0.000247

How is 0.0247% approximately 0.01%? Somebody's being lazy.