Aukett Swanke Share Discussion Threads

[silverfern] 08/6/2007 09:19

"Two of the Group's key objectives are to double annual turnover to #25m by 2010 and raise net profit margins. These interim results, which are derived from organic growth, underline our progress towards these two objectives."

"....the Group is expected to exceed market expectations"

My thoughts: T'over likey to be around £20m for the full year and let's presume margins of 15% (they say they expect margin improvement in H2)

A crude estimate : £3m profit for the year rising to £3.75m the year after (en route to £25m) This year's eps target : 1.4p or a current p/e of 10. I would expect eps target for '08 to be > 1.6p

Add to this a dividend policy and you can see how undervalued the share price is at current levels. DYOR but I bought in today (when the wioder market is well dodgy). My buy is listed by ADVFN as a sell - it's all due to the timing of the psoting of the trade vs the actual time at which it happened

[flemboy] 08/6/2007 09:09

red hot penny shares has a 25p target in place for these shares - They have picked some cracking companies over the last year or so which have delivered.

does anyone here have a particular target in mind?

[silverfern] 08/6/2007 08:41

my purchase of 34k not shown yet. These are very good results

[bigbigdave] 08/6/2007 07:59

After the recent SMC fiasco these look like stonking results


Aukett Fitzroy Robin Interim Results


RNS Number:0132Y
Aukett Fitzroy Robinson Group PLC
08 June 2007



8 June 2007

AUKETT FITZROY ROBINSON GROUP PLC
2007 INTERIM RESULTS ANNOUNCEMENT

Aukett Fitzroy Robinson Group Plc ("Aukett Fitzroy Robinson"), the international
group of architects and designers, announces its Interim Results for the six
months ended 31 March 2007. Aukett Fitzroy Robinson provides creative design,
commercial awareness and efficient delivery of high quality projects; with
specific expertise in offices, retail, interiors, hotels, transportation,
residential, urban and landscape design, industrial, historic buildings,
mixed-use and leisure facilities.

Financial Highlights
Six months ended 31 March 2007 2006
unaudited unaudited

* Group turnover #9.42m #6.86m

* Operating profit #1,282k #137k

* Profit before tax #1,264k #47k

* Earnings per share 0.58p 0.01p


Key Points of Statement:


* Profit before tax rises to #1,264k from #47k
* Margin increase to 13.4%
* Turnover rises 37.4% to #9.42m

[bygadsir] 25/5/2007 20:49

SP still 15 pence. Will tomorrow ever come ?

bygadsir

[hornets] 15/5/2007 21:36

my thoughts too, I was getting a bit concerned about the price drift, a break above 15p tomorrow hopefully

[mistertibbs] 15/5/2007 17:33

My sentiments also. Maybe now the results are closer, palms are getting sweaty and thoughts of good things to come. Who knows.

[bygadsir] 15/5/2007 15:24

AT LAST !!

Some movement in the share price - today's rise of one penny
represents a 7.41 % increase.

bygadsir

[bygadsir] 23/2/2007 16:26

RED HOT PENNY SHARES editor TOM BULFORD today makes AUK
a BUY at 15 pence. Twelve month target is 25 pence according
to TB.

[quotes_4_u] 15/2/2007 12:28

Hi Max.

No, i dont hold anything now but i still post on a few threads for a
little interest when i'm online.

Muted response to great news today in Auk, mm's seem to be clearing
a seller as you can buy at mid price (15.6p), clear the seller and
it's back to 16-18p higher imho.

[maxinvestor] 15/2/2007 11:01

You still hold these q4u?

Max

[terry91] 12/2/2007 09:45

Been watching this one MM games.

2 mm just moved to the bid at the same time.


4 bid 1 offer now nice. Looks like it could move up.

[quotes_4_u] 07/2/2007 16:59

If that trade is correct then it has to go down as the biggest
rip-off ever by a mm to charge 17.73p for 147k when the offer
was 15p.

Hopefully a mistake, if not i would have that order cancelled !

[newsh] 30/1/2007 21:00

I sold out of AUK recently after a cracking run. Looking to reinvest also in the support services sector and came across Asite (ASE). Anyone know much about them as they look very cheap but also a big gamble, although they are in the same field as AUK in a way?

[silverfern] 25/1/2007 15:02

I hope you have a sense of proportion! It's only money after all.

[hornets] 25/1/2007 08:13

forget what I said about SMC looking set to break 200p!

[hornets] 25/1/2007 06:22

silverfern : the 300p+ refers to SMC, these are currently 191p and looking set to break 200p.

I agree that there is still upside to AUK, a break above the recent high of 18p is now needed. A break of 11p saw these shoot up to 18p, so 25p could be the next peak.

About time I had a bit of luck after a recent loss with Homebuy going under, I hold from about 9p around 6 years ago (no lectures about stop-losses please!). These look like they are going places now, my 2 month target is 25p too.

[silverfern] 24/1/2007 12:27

Added at 17.4p. Apart from a bit pf profittaking on results day this has held up very well; a bit more consdidlation at these prices and I think there is an upside to 25p possible n the next couple of months. I'm assuming the last post 'quotes' meant 30p!

[quotes_4_u] 23/1/2007 10:16

Another top call from serial nutter haystack :-))

He did the same with Cfl as well, from 4p to a higher of 25p there in
under a year.

[quotes_4_u] 23/1/2007 10:14

Hornets.

Sorry but you are right about the last 6 months so no reason to say
they cant make that amount in both halves this year and the fact they
will eliminate debt too very soon also helps so it all underpins the
shareprice.

Just have a bit of a wait now for interims but it remains a good trading
stock, easy 1.5-2p to be made on a regular basis when it has a sell off
as it usually bounces back.

Smc for me is the better play at this time, they are almost 4 times bigger
but then their recent contracts and stage fees reflect it, eps forcast of
around 18p this year so if they match Auk's then they could easily be worth
300p+.

But dont get me wrong i think Auk is looking solid too !

[silverfern] 23/1/2007 08:23

not to the same degree; a year ago they made losses in both Halfs. I guess the point is, after such a great run, do you think any further growth and savings is in the price. I think not and the way the announcements of new business have come in over the last six months suggests this is a company that is looking to build from, here, not consiolidate what they have. The news won't just stop now imho dyor etc.

[hornets] 23/1/2007 07:53

quotes_4_u : 0.44p of the 0.45p came from the last 6 months, I based my calculation on the results from the last 6 months only. Not sure if this is valid, are future results are likely to be skewed towards H2?

[silverfern] 22/1/2007 11:19

"I see the future of the Company as extremely encouraging with opportunities for
further improvements in operating efficiency through off-shoring of work to our
European network; development of income growth through the winning of larger
project commissions and enhanced shareholder value through a more active merger and acquisitions programme"

Given the skew on results to H2, and the current order book, a cautious view would be around 0.9p to 1p share; give a propsective p/e of 17 to 18.