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Share Name Share Symbol Market Type Share ISIN Share Description
Avingtrans Plc LSE:AVG London Ordinary Share GB0009188797 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 437.50 430.00 445.00 437.50 437.50 437.50 27,441 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Engineering 113.9 3.0 4.4 99.4 140

Avingtrans Share Discussion Threads

Showing 2976 to 2998 of 3000 messages
Chat Pages: 120  119  118  117  116  115  114  113  112  111  110  109  Older
DateSubjectAuthorDiscuss
07/9/2021
09:06
Nice moves of late, results due end Sept
ayl30
22/7/2021
10:09
Had a belated read of a JM Finn note and saw the figures for Pre Tax Roce. For this 21/22 FY they forecast 6.9% up from an estimated 6.7% last year and down from 7.7% in 128/19. Somehow I had expected them to be higher.
cerrito
13/7/2021
09:27
enjoyed the video a lot. owned this company for years ... first time I've seen mgmt.
jg88721
12/7/2021
07:11
A marvellous new £4.4m contract win for specialist engineer Avingtrans today. Find out all the news here. www.linkedin.com/posts/paul-hill-a5994116_avg-activity-6820232518596378624-I0Rn
brummy_git
12/7/2021
07:08
Nicecontract news today.
ayl30
08/7/2021
11:03
Thanks Brummy. Very good to have the video which I will enjoy later. I am very appreciative of the work you carry out and also enjoyed the Videos you made with Christopher Mills of North Atlantic/Harwood and Laurence Hulse of Gresham House Strategic. All best Adam
westofengland
08/7/2021
10:07
Strong update today AVG video went live earlier with CEO SMQ & CFO SK, alongside my updated sector multiples & KPIs (which can be downloaded) for investors. www.linkedin.com/posts/paul-hill-a5994116_avingtrans-fy21-trading-update-activity-6818810332446830592-idAU www.linkedin.com/posts/paul-hill-a5994116_avingtrans-sotp-and-sector-multiples-kpis-activity-6818802036650385408-f83G Youtube link here: https://www.youtube.com/watch?v=bQFizWBPnsM&t=10s
brummy_git
08/7/2021
07:23
Lovely company this, news should reinforce share price trend
ayl30
08/7/2021
07:19
trading update: "Steve McQuillan, CEO of Avingtrans, commented: "We are delighted with the strong performance of the Group which will report results for the year ended 31 May 2021 in line with the previously upgraded market forecasts. Net cash in the business remains healthy which was strengthened following the successful sale of the Peter Brotherhood business in March." "The Group is in a very good position to execute its PIE (pinpoint-invest-exit) strategy and its pipeline of opportunities is strong. The Board remains confident on the outlook for the Group which is reflected in the reinstatement of the full year dividend." hTTps://www.londonstockexchange.com/news-article/AVG/trading-update-and-notice-of-results/15050013
alter ego
01/7/2021
07:26
No trading update thus far!
dgwinterbottom
29/6/2021
08:55
I suspect it's more to do with a SImon Thompson repeated rec. in the IC. Quoting Paul Hill who says fair value is 507p
18bt
29/6/2021
08:53
also, a piece in the IC yesterday by Simon Thompson, suggesting that AVG valuation based on operating profit is 38% lower than the average of 18 sector peers. He says that a sum of the parts valuation would derive a valuation of about £5 a share. hTTps://www.investorschronicle.co.uk/ideas/2021/06/28/bargain-shares-engineered-for-bumper-gains/
alter ego
29/6/2021
08:10
Market likes today's news, price continues up, great little company
ayl30
29/6/2021
05:21
Just in case you missed it yesterday. Marvellous insights from Christopher Mills of Harwood Capital - a world class investor - talking about top quality stocks, such as Avingtrans. Heaven personified www.linkedin.com/posts/paul-hill-a5994116_vox-markets-fund-manager-interview-with-chris-activity-6815288599295123456-BgJJ
brummy_git
20/6/2021
16:35
https://masterinvestor.co.uk/latest/small-cap-round-up-featuring-amino-tech-anexo-avingtrans-and-more/Avingtrans (LON:AVG) – a good slice of PIEThere should be a full-year trading update issued on Thursday 1 July by this group.The company has a number of business units involved in various sectors. It designs, manufactures and supplies original equipment, systems and associated aftermarket services to the energy, medical and industrial markets worldwide.Richard Hickinbotham, at N+1 Singer, has estimated that for the year to end-May the group saw revenues lower at £98.5m (£113.9m) but with adjusted pre-tax profits up from £6.0m to £7.4m. He sees earnings at 20.0p per share (16.9p), capable of covering a 4.0p dividend (nil).Remember that the strategy of this group is PIE – pinpoint, invest and exit. I like that strategy and consider that the company really works hard at identifying opportunities in which to invest its time and management efforts as they improve before selling off.So, watch out for the subsequent share price boost as disposals are enacted.The shares at 380p are sure to rise a lot further, so hold tight.(Profile 04.11.20 @ 260p set a Target Price of 325p*)
tole
19/6/2021
12:31
Avingtrans (15mins 35secs) was also talked about by capital markets expert Jamie Constable of N+1 Singer here yesterday. www.linkedin.com/posts/paul-hill-a5994116_n1-singer-chief-economist-jamie-constable-activity-6811638461578182656-EjGN
brummy_git
07/6/2021
06:10
Tracking what super smart investors do is a marvellous way of unearthing new opportunities. Specialist engineering products/aftermarket services firm Avingtrans is a case in point. Offering >35% potential upside vs my 507p/share SOTP (including all sector multiples/KPIs). The business model is to buy such high performance assets cheaply, integrate them, improve results & ultimately sell if the exit price is right. A strategy which has played out perfectly over the past decade – driving the stock up on average 20% pa (excl divs) vs 4% AIM. www.linkedin.com/posts/paul-hill-a5994116_avingtrans-sotp-valuation-engineering-multiples-activity-6807528410571714560-3O4o
brummy_git
03/6/2021
08:30
I'm not suggesting that a sale is imminent at Booths but think they already have an eye for the exit. Which is what you'd expect - it's the companies investment policy.
cockerhoop
03/6/2021
07:14
It does indeed look as though Booth Industries with the right action being taken for the future will be an excellent profit generator, therefore it would seem a great shame to lose it to the PIE policy when it may in future generate good and useful profit for the group as a whole!
dgwinterbottom
02/6/2021
12:36
A point to make on the Sellafield contract, I don't think the majority of the original £50m contract has been recognised as yet. The original contract suggested £6-8m in Phase 1 over the 1st 2-3 years. Clear Sellafield have been dragging their feet and we appear to only now to be entering Phase 2. So possibly now £60m of revenue over the next 6 years. The structural changes at Booths may suggest they are already positioning it for divestment. The company has certainly been stabilised and now has a secure orderbook.
cockerhoop
02/6/2021
11:59
2 RNS' in 2 days from one of the more taciturn AIM companies. I had always assumed a Metalcraft/Sellafield contract extension but good to see it confirmed. The Booth industries RNS today to me confirmed what we knew already. Who knows they may do more shareholder engagement ie do IMC type meetings or even have Edison type reports. Their shareholder base is not all that concentrated which would suggest not insignificant private shareholder base. Having topped up in both April and May do not see myself buying more but no intention of selling.
cerrito
25/4/2021
08:19
Cerrito, Sounds like Paul is getting to grips with the business. I remember listening to his interview with Chris Mills describing how he saw the business awhile ago. Couple of points i'd make, Judith Mckenzie basically pulled the plug on funding Booths which allowed it to be bought for buttons out of administration by AVG. So does know the business. And the marginal deals in Magnetica shares (AVG investing £3.2m to gain an additional 2.1%) suggest internally the entity is valued pretty highly.
cockerhoop
24/4/2021
19:59
I stumbled upon a discussion on AVG minute 21 on hxxps://audioboom.com/posts/7851416-paul-hill-on-stocks-valuations-russ-mould-on-banks-jamie-constable-macro-outlook
cerrito
Chat Pages: 120  119  118  117  116  115  114  113  112  111  110  109  Older
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