Anexo Share Discussion Threads

[74tom] 04/9/2019 19:53

Bought in today for the interims next week, first time I can recall reading the phrase ‘significantly ahead of expectations’ in a while. Hit 196p on the 6th Aug trading update, nothing has changed in the meantime but the share price has fallen by 10%. With more clarity on profit before tax, should see £2+ in the coming weeks.

Arden also upped their target price last month from £3 to £3.45, having initiated coverage at £2.35 at the end of March.

[ronwilkes123] 02/9/2019 09:39

Few sellers this morning week before results

[ronwilkes123] 28/8/2019 11:08

Strange share - why you'd sell two and a half weeks before record profits rns and most probably a share price at least 5-10% higher is beyond me

[dan de lion] 22/8/2019 10:07

Analysts tend to err on the cautious side.

[ronwilkes123] 19/8/2019 08:53

The broker though highly positive taking into consideration record cash collections - fcf is expected next year. You can get the analyst report via the website.This won't go far without fcf especially in troubled markets

[dan de lion] 19/8/2019 07:36

added.


Given this statement in the trading update:- "The Board is pleased to announce that the increased capacity generated by its expansion has achieved a record level of cash collection for the month of July 2019."

Assuming that this is not just a one off, then it could easily put them into Free Cash Flow this current trading year.

[ronwilkes123] 18/8/2019 17:10

I think it needs to show it can generate fcf before it goes any higher. Analyst has it fcf positive yield next year so for me this remains on watch list

[dan de lion] 15/8/2019 13:38

Just bought in.

[ronwilkes123] 15/8/2019 13:38

What you guys think of the trade receivables here - high with a high provision for debtsAny reason why it's so high

[aishah] 15/8/2019 13:16

Indeed. Looking to top up.

[silverfern] 15/8/2019 12:45

As opposed to where? BUying opp inmho

[ronwilkes123] 15/8/2019 12:22

Nasty here today

[ron manager] 06/8/2019 14:49

Interesting to see that you can now access the Arden Partners research on Anexo, which is really helpful. Visit the link below and then just register at the Arden research portal. Easy and there is a new note relating to today's trading update.

[aishah] 06/8/2019 14:47

Great update. Will add more on any pull backs in these volatile mkts.

[silverfern] 06/8/2019 14:19

I've bought more - the forward p/e is low, even in the current climate; there is a dividend and they are resourced for growth. £20m, 110m shares: An eps this yr of 18p and 15 p/e puts this at 270p; next yr 22p @15 = 330p

[dibbs] 06/8/2019 06:23

Hopefully the RNS this morning will provide at least see ANX blue today. Very welcome after yesterday!

ANX certainly seem to be firing on all cylinders!

Dibbs

[sharesoc] 16/7/2019 10:30

The Anexo presentation from our recent London company seminar can be found in our members area here:
There is also a seminar report.

To access the presentation, you'll need to be a full member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here:

Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the presentation (and presentations on 100s of other meetings). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here:

[sharesoc] 07/7/2019 15:31

Anexo present at our London growth company seminar on Wednesday. If anyone is interested, you can book your place here:

[sharesoc] 02/7/2019 11:14

Anexo present at our London growth company seminar on the 10th July. If anyone is interested, you can book your place here:

[mrnumpty] 26/6/2019 10:06

Trading in shares of Anexo is a bit busier than it was : four trades already today whereas , in the months when the share price was in the doldrums ( late-October last year to late-March this year ) , days went by without a single trade .

[gaiusgracchus] 21/6/2019 09:13

Anyone know anything about Valentina Slater? 7% shareholder and based on the vote numbers, it looks like she voted against every resolution at the AGM.

[silverfern] 12/6/2019 09:15

Really? I 've bought another 10k today in four lots; seems to be enough around.

[onjohn] 12/6/2019 08:21

hard to buy

[aishah] 12/6/2019 08:11

Upbeat trading update:

"The Board is pleased to announce that overall trading within the Group remains strong and, as a result, it anticipates that profit before tax for the year ending 31 December 2019 will be ahead of current market expectations of £18.1 million. A further update will be provided when the Group reports its interim results in September 2019."