Aukett Swanke Share Discussion Threads

[zeppo] 30/12/2024 17:08

catch007
Also mainly in income stock.

AUK is my only capital growth (potential)stock.

That's why I monitor it at appropriate trade shows etc

Very confident from what I have learned

[catch007] 30/12/2024 16:52

Appreciate your updates Zeppo thank you

Most of my portfolio is held in income generating stocks for yield and pension. However I do hold a few sleepers that have caught my interest, one of which I am currently building a substantial holding in as I expect to do very well in the coming years. AUK is a binary bet post takeover so is a watch for now.

[zeppo] 29/12/2024 23:33

catçh007

Apologies! It is the Full Year figures next. Last year they were published in mid-February.

[zeppo] 29/12/2024 18:19

catch007
Further:

One major investor added whilst one was selling.(see posts and 371 and 374)

The seller may have been in before the mergers and acquisitions. Having complete control of a couple of other low share price companies that person may simply have begun to look elsewhere where more influence could be gained than would be welcomed by this complex, ambitious group.

[catch007] 29/12/2024 18:01

Thanks Zeppo appreciate your response.

Contacts arent contracts unfortunately. The major shareholder selling for whatever reason is also a concern. I hold AUK in both SIPP & ISA as a potential recovery/take out scenario. I had been considering adding on recent RNS activity but will hold fire for the time being and await the interims.

[zeppo] 29/12/2024 13:52

I believe AUK made many contacts at the two Excel exhibitions.

Interim Results due February possibly March.

Something appeared to have changed at the end of last week.

On the London Stock exchange site most recent trades have been shown as 'Off Book'

One of their three major shareholders has, for his own reasons been selling. Even staff monthly buys, usually on the 10th of each month, have been shown as sells.

The staff buys are usually late in the day, monthly on the 10th.

I am looking forward to 10th January.

If the major seller has stopped then we should see positive progress.

Otherwise wait for the Interims.

I added last Friday.

[catch007] 29/12/2024 12:26

Zeppo: Lots of RNS noise however are you aware of any new profitable contracts being gained recently by AUK in the smart building space? There has been very little material progress on the results front.

[zeppo] 19/10/2024 15:44

Most AUK deals recently have been 'off book' and shown, in error, as sales when they are purchases.

Even the monthly staff participation purchases have been shown as 'unknown' or sales.

The Smart Buildings Show was excellent for AUK and I would not be surprised if contacts made there give positive outcomes.

[zeppo] 08/10/2024 13:58

Extract from HYBRIDAN Small cap brokers and advisers' view on AUK:

' .......................................AUK is at a relatively early stage of providing smart buildings services. Since March 2023, there have been four related acquisitions and further deals seem likely. Two of the recent acquisitions are ecoDriver, a consultancy services with proprietary software aimed at improving a building’s energy efficiency. It has monitoring software, provides IoT sensors and other hardware to monitor environmental data on an easy to use dashboard. Vanti was opportunistically acquired from administrators just before these Interims and brings further software assets and an established Master Systems Integration branded platform. It has already added over £2m of contract wins and seems a bargain.


Comment: The bigger risk could be missing the predictable upside.

------

Recent trades showing as sells are actually buys.

I know as five of them in the last two days are mine for different accounts.

-----

Smart Buildings Show at Excel on 9th and 10th .

Stand B48: Two AUK subsidiaries ecoDriver and Vanti.

[zeppo] 04/10/2024 13:22

FORTUNE BUSINESS INSIGHTS Projected for the Smart Buildings market worldwide: USD 568.2 billion by 2032.

The Smart Buildings Exhibition is at ExCel on 9th and 10th October 2024.

AUK will be well represented at this exhibition!

[zeppo] 03/10/2024 18:27

Why I believe in AUK:

FORTUNE BUSINESS INSIGHTS



'SMART BUILDING MARKET ANALYSIS - 2026

The global smart building market size was valued at USD 96.96 billion in 2023 and is projected to grow from USD 117.42 billion in 2024 to USD 568.02 billion by 2032, exhibiting a CAGR of 21.8% during the forecast (2024-2032). North America accounted for a market value of USD 39.08 billion in 2023.

Smart buildings contain a sophisticated control system that controls building operations, such as ventilation, air conditioning, heating, lighting, and other systems, consisting of sensors, actuators, and microchips. The market gains traction as these buildings offer capabilities to lower operational costs, tenant management, security management, and building performance management. Furthermore, the emergence of 5G technology and the rise in smart city projects are expected to create lucrative opportunities for the growth of the industry. For instance,

In December 2021, the National University of Singapore (NUS) Department of the Built Environment introduced a new research center to promote the adoption of 5G technologies, accelerate 5G training in smart facilities management, and boost the digital capability of Singapore’s construction industry,

Source: hxxps://www.fortunebusinessinsights.com/industry-reports/smart-building-market-101198 '

[zeppo] 07/8/2024 17:39

catch007

The CEO switching his shares into his SIPP shows long term commitment to the company.

[catch007] 02/8/2024 07:53

Nick Clarke disposing of his holding yesterday - is he leaving the company?

[zeppo] 23/7/2024 18:23

The global value of the Smart Building market is forecast to grow from 117.42 billion dollars in 2024 to 562.02 billion by 2032.

AUK has been developed over the past fifteen months to become a significant player in this market.

[zeppo] 22/7/2024 13:41

RNS on 17th.

Philip J Milton & Co appear to have enough confidence to raise their stake:


From 6.5% to 7.02%

Currently very few transactions.


But as AUK becomes better known the share price will take off.

[zeppo] 21/7/2024 17:48

RNS on 17th summarised below.

Philip J Milton & Co appear to have enough confidence to raise their stake.

'.....Philip J Milton & Company Plc
City of registered office
Barnstaple

5. Date on which the threshold was crossed or reached
10-Jul-2024

6. Date on which Issuer notified
16-Jul-2024
........

Resulting situation on the date on which threshold was crossed or reached 7.02 0.00 7.02 23949334

Position of previous notification (if applicable) 6.50 0.00 6.50.... '

[zeppo] 04/6/2024 12:50

I am in for the long term.

2026 or 2027 Finals?

A complex project of mergers acquisitions over the past fifteen months.

Awareness raising of the future of Smart Buildings is needed.

[catch007] 04/6/2024 12:14

Interesting update combining a new contract win £200k revenue along with a profit warning due to continued delayed contracts.