Avingtrans Share Discussion Threads

[cockerhoop] 09/1/2023 10:41

Regards Magnetica GM

[cockerhoop] 14/12/2022 09:33

It also seems that AVG is due to up it's stake in Magnetica from 61.3% to a maximum of 76.6% via a placement and retirement of AVG loans to Magnetica. Subject to an approval at a GM 16th January 2023.

[cockerhoop] 14/12/2022 08:16

The planned proposed exit in 2024 is the interesting bit imo.

[brummy_git] 14/12/2022 07:09

Further £2m investment (via a convertible loan) by Avingtrans in Adaptix - who are commercialising a ground breaking new 3D X-ray scanner for the orthopaedics & veterinary markets.

All the news & commentary here.

www.linkedin.com/posts/paul-hill-a5994116_avg-avg-medtech-activity-7008688370209939456-DVtg?utm_source=share&utm_medium=member_desktop

[alter ego] 29/11/2022 15:26

Excelent post Paul. I used to hold Hayward Tyler and knew they made those critically high quality pumps. The AVG bought the company, I bought AVG shares. Don't think the market appreciates the value here. Probably sees them as another "conglomerate" not a specialised niche manufacturer.

[brummy_git] 29/11/2022 15:00

Tonight's big England vs Wales game dominates the media.

However in other major news today, the UK also approved the new £20m nuclear reactor at Sizewell.

One stock set to benefit from the nuclear renaissance is Avingtrans. Find out here how.

www.linkedin.com/posts/paul-hill-a5994116_avg-avg-avg-activity-7003369429262598144-9AQj?utm_source=share&utm_medium=member_desktop

[cockerhoop] 18/11/2022 08:23

Attended 3 or 4 years ago and was somewhat underwhelmed.

After being told this was not going to be like a 'normal' company agm and they were a extraordinarily shareholder friendly business we raced through formal business and questions were curtailed after 20 mins or so with no presentation or opportunity to chat to directors over a cup of tea.

Be interested to hear if it's improved since then.

[dgwinterbottom] 18/11/2022 07:40

Sadly I could not make it this year, given I was the only one last year perhaps it was just the Board!

[cerrito] 17/11/2022 20:16

In case anyone missed this terse statement in the AGM results email
quote
The Company is pleased to announce that it continues to perform well and current trading is in line with market expectations.
unquote
Did anyone make the AGM?

[cerrito] 17/10/2022 09:55

so far today 8,500 shares traded and price down 6%.

[dgwinterbottom] 14/10/2022 08:29

Many thanks for your thoughts Cerrito, I am however surprised that the share price has not recovered rapidly as I would have expected someone to snap up the available shares.

[cerrito] 11/10/2022 21:26

DGWinterbottom
I am going on the basis that there is an insti that wants out and this is not the most liquid share as indeed there is little turnover of holdings by the plus 3pc shareholders.
I see that at about 1pm there was a 20k share trade and another for just short of 10k shares and another of 8k shares and that for the majority of trading days in September total trading volume was less than the 39k odd here.

[dgwinterbottom] 11/10/2022 18:11

Any thoughts as to why the share price has fallen so much?

[ga_dti] 29/9/2022 07:04

Latest CEO interview discussing results for the year ended 31st May 2022. Steve talks through highlights, performance in the Energy division, involvement in the Medical division, M&A areas and what investors can expect his year -

[brummy_git] 28/9/2022 07:36

In this fascinating interview, CEO Steve McQuillan & CFO Stephen King take me through Avingtrans’ positive FY’22 results today and ‘in-line’; outlook.

www.linkedin.com/posts/paul-hill-a5994116_qa-with-avingtrans-ceo-steve-mcquillan-activity-6980791954997448705-kmoG?utm_source=share&utm_medium=member_desktop

[brummy_git] 28/9/2022 06:21

Robust demand, pricing power & resilient profit margins are the hallmarks of specialist engineer Avingtrans - that today posted 'in line' FY'22 results & positive guidance for the year ahead.

Find out all the news & commentary here.

www.linkedin.com/posts/paul-hill-a5994116_avg-avg-avg-activity-6980772135732441088-a340?utm_source=share&utm_medium=member_desktop

[cerrito] 25/9/2022 20:05

I have seen they are due to report Prelims on Wednesday which if true would be a bore as we have the June interims from the stragglers beating the end of month deadline.. Much better to do it in the first week of October when there are very few results. Perhaps they want to hide their results.

[brummy_git] 07/7/2022 07:23

'Steady as she goes' for specialist engineer Avingtrans, who said today it was trading in line with expectations.

All the investor news, valuation & commentary here.

www.linkedin.com/posts/paul-hill-a5994116_avg-avg-avg-activity-6950709212045840386-Lsyh?utm_source=linkedin_share&utm_medium=member_desktop_web

[ayl30] 07/7/2022 06:42

Solid results, set up well for next trading year

[brummy_git] 28/6/2022 13:11

Christopher Mills of Harwood Capital talks about Avingtrans here (starts 52:05)

www.linkedin.com/posts/paul-hill-a5994116_vox-markets-fund-manager-interview-with-christopher-activity-6947490289783603200-5DnF?utm_source=linkedin_share&utm_medium=member_desktop_web

hxxps://www.voxmarkets.co.uk/articles/vox-markets-fund-manager-interview-with-christopher-mills-3caf5ae

[brummy_git] 11/4/2022 07:47

Investor commentary here on today's nuclear contract wins for AVG

www.linkedin.com/posts/paul-hill-a5994116_avg-nuclear-avg-activity-6919167096249544704-LS4M?utm_source=linkedin_share&utm_medium=member_desktop_web

[ayl30] 29/3/2022 08:35

Nice run up in price in past two weeks

[18bt] 22/3/2022 07:51

Another contract win - but this time RNSNON in size

[tole] 18/3/2022 17:50

https://masterinvestor.co.uk/equities/taking-a-bullish-small-cap-look-at-mpac-cau-nwor-and-idox/Avingtrans (LON:AVG) – nuclear potentialAlthough the announcement of a couple of contract wins for two of its subsidiary interests did not alter current year estimates, this group saw its shares up 4% yesterday, closing at 427.5p.Analyst David Buxton, at brokers finnCap, currently has a price objective of 495p on its shares.He noted that the shares have been solid performers in current weak markets, highlighting the group's defensive qualities, as well as its nuclear engineering interests.The current year, to end May, could see £101.3m of revenues and £7.9m adjusted pre-tax profits, worth 22.6p per share in earnings and a miniscule 4.2p dividend per share.For the coming year he estimates £110m of revenues, £9.6m profits, 25.3p earnings and a 4.4p dividend.Hold on for Buxton's price aim being scored.

[alter ego] 17/3/2022 07:38

Impressive from a technical pov as well.