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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% 360.00 350.00 370.00 360.00 353.50 360.00 7,260 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Engineering 113.9 3.0 4.4 81.8 115

Avingtrans Share Discussion Threads

Showing 2976 to 2999 of 3000 messages
Chat Pages: 120  119  118  117  116  115  114  113  112  111  110  109  Older
DateSubjectAuthorDiscuss
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
19/4/2021
12:32
Indeed, wonder what caused it? pending announcement perhaps!
dgwinterbottom
19/4/2021
11:56
Nice rise this am
ayl30
12/4/2021
17:25
I am going on the basis that JTC as per today's holdings RNS are taking over the RBC role.
cerrito
09/4/2021
10:05
Good that RBC have been able to exit more than 6pc of the shares without moving the price given the illiquidity in AVG shares
cerrito
30/3/2021
12:12
Getting close now - move above 330 and that will be an all time high... just a matter of time!
strollingmolby
29/3/2021
22:51
Hopefully this will give it a bit of needed publicity
ayl30
29/3/2021
21:40
Simon Thomson hTTps://www.investorschronicle.co.uk/ideas/2021/03/26/engineered-for-profitable-gains/ The holding has produced a total return of 60 per cent to date and I see further upside to my upgraded sum-of-the-parts valuation of 400p a share, the equivalent of a 2021-22 cash-adjusted price/earnings (PE) ratio of 15. Buy.
cockerhoop
12/3/2021
07:52
Was only looking at the Peter Brotherhood results this week at Companies House. Pretty decent outcome considering Hayward Tyler bought Peter Brotherhood for approx £10m and then completed a sale and leaseback of the Peterborough site for £7.5m.
cockerhoop
12/3/2021
07:22
The Peter Brotherhood salr seems good news for all concerned.
cerrito
12/3/2021
07:19
Wow, what a good deal that was only 3 and a half years ago. 4x gross return. ST looks right again on valuing on a sum of the parts. No doubt he will update again on Monday. This is turning into a mini Melrose for its ability to spot the deals.
18bt
22/2/2021
10:17
Tipped by Simon Thompson in the IC hTTps://www.investorschronicle.co.uk/ideas/2021/02/19/beating-the-market-with-three-deep-value-stocks/ On this basis, the shares are rated on a reasonable price/earnings (PE) ratio of 15.5 and offer a prospective dividend yield of 1.3 per cent. However, any asset disposals are likely to command a much higher exit earnings multiple, which is why I am upgrading my sum-of-the-parts valuation to 375p-a-share, the equivalent of a 2021/22 PE ratio of 17. Buy
cockerhoop
10/2/2021
18:12
Alter, it's probably just some pullback after a decent recent run. Fundamentals unchanged for me - it's a bit of a sleeper and one day we'll wake up to them doing a big deal to sell the MRI or metal working business for a great price, just like they did for Aerospace some years back. Or at least that's my hope!
cisk
10/2/2021
17:28
Investor's Champion "...forecast earnings multiple of 14x (share price 301p), which looks quite full for an engineering business like this."
energeticbacker
10/2/2021
15:41
Well I thought these were very respectable results. Somewhat disappointed to see the fall back in share price but I guess the market wants more excitement, not competence and patient management of the business. "Avingtrans continues to make good progress during the pandemic and has proven to be resilient. Following our PIE strategy, both Booth Industries and Energy Steel are continuing to improve since acquisition and the potentially transformational deal with Magnetica (post period end) is an exciting prospect for the medical division. The period result shows improving profits against flat revenues, once more demonstrating our agility, even in adversity."
alter ego
11/1/2021
22:36
Regards Luton I'm not sure in the interview if CM was talking gross or net after financing a new green field site. £20m doesn't seem massive for a site capable of 1000 homes. Could have a £200m potential total project value. Regards the Medtech JV. Magnetica have developed an extremity MRI scanner (arms, legs, etc). Much smaller than a full body MRI. They had another JV partner who (surprisingly according to Magnetica) pulled out after the product had been developed but prior being marketed etc. AVG have stepped in with that funding and combined the 3 businesses. hTTps://magnetica.com/mri-products/compact-mri-systems/
cockerhoop
11/1/2021
20:19
I have seen figures quoted of between £15m & £30m that seems to confirm the figure quoted by Christopher Mills. Anyone have any thoughts as to what the JV might be about? it seems that Scientific Magnets & Tecmag being wound into the JV gives AVG 60% of the project but yet the Meditech name is the one going forward. That said the Board decisions in the past have always proved to be correct with hindsight therefore I await developments with interest!!
dgwinterbottom
11/1/2021
18:01
Christopher Mills suggested in November that it was over £20m having bought a fair chunk of Nigel Wrays stake (hinting at CGT planning). There's also been no mention on here of the recent Magnetica JV which looks to complete the circle of the MRI business with a mobile MRI extremity scanner ready to market. The incremental investments AVG making suggest the JV valued around £50m with AVG stake around £30m.
cockerhoop
11/1/2021
16:12
Has anyone got any idea what that Luton site is worth?
arthur_lame_stocks
27/11/2020
13:17
Solid group of businesses run by smart people. Some good new shareholders aboard who bought Nigel Wray's shares. I sense a new high for Avingtrans in the year ahead.
westofengland
27/11/2020
11:51
So a month on since Nigel Wray waved goodbye and it would appear has done no harm to the share price with a rise of just shy of 10% since then. Slowly but surely we are working our way back to an share price of 300p, not seen since the Covid fall. I wonder if this figure represents being overpriced or future potential built in, my problem being I have never found a formula for calculation of share price from Annual Reports etc. The highest the share price climbed to before the pandemic was 330p perhaps reflecting the niche - nuclear - that the Group operates in. Interesting times!!
dgwinterbottom
23/10/2020
12:48
I suggest the other trades are some of the buyers of Nigel Wray's stock. I guess we will hear who these are once the trades have settled. Then we csn take a view on the situation.Unlikely to be any issues given the speed at which the stock was placed.
westofengland
23/10/2020
10:05
So, Nigel Wray has left Avingtrans after many years, with at one time if I remember correctly about 15% of the company, no doubt he has done well, at one time the shares were as low as 20p. Whilst he has placed his 3.24m shares in a placing there have also been two other large sells, one of 1.07m and the other of 1.73m both within two minutes of the Nigel Wray placing. Therefore a total of 6.04 shares have been placed in the market or approx 18% of issued share, I wonder what may be the reason for these significant sells?
dgwinterbottom
Chat Pages: 120  119  118  117  116  115  114  113  112  111  110  109  Older
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