Avon Protection Share Discussion Threads

[jurgenklopp] 09/8/2017 10:27

Director purchase just announced - 1000 shares at 1018p ish.

[jurgenklopp] 04/8/2017 12:20

Bought a few more at 1003p entirely thanks to Petrofac going ballistic while I popped out to get some groceries.

This goes xd next Thursday and seen it bounce enough times from the £10 area to suggest excellent value at these levels.

[philanderer] 13/7/2017 12:22

That`s a big trade..

50,908 @ 1040p

[philanderer] 07/7/2017 13:30

Avon Rubber p.l.c.‏ @AvonRubber 45 minutes ago

In the latest placement diary, Mary Jo talks about helping to launch @artis_SMG #MeetOurGraduates #LifeAtAvon

[mrchriss] 05/7/2017 10:31

People in here have owned for far longer than I. What's the perception regarding the relationship with the DoD? Likely to continue?

[philanderer] 30/6/2017 00:11

MrChriss , it may even be this year that the 10 year US DoD sole source contract expires






Avon Rubber celebrates first International Women in Engineering Day with local schools

[mrchriss] 26/6/2017 16:47

Appreciate all your comments, and have today taken a position in AVON.

I think I'm right in saying the DoD contract ends next year? Has there been any news regarding a potential extension? A fair amount of revenue comes from it, which concerns me a bit.

[jurgenklopp] 15/6/2017 14:12

Excellent write up MrChriss

so much so that I have bought at 1006p this afternoon.

;o)

[philanderer] 14/6/2017 16:37

Thanks MrChriss.

Couple of big trades today...

62k and 58k @ 1033p

[cannonbeach] 13/6/2017 16:33

@Mr Chriss

Excellent website and write up.

I also liked the "building a dividend" article, but would avoid Big Yellow, not a fan - way too much competition in this space.

[mrchriss] 10/6/2017 21:55

Evening all

Took a look at AVON earlier today and have done a little write up with a range of potential valuations, if anyone's interested.




Comments/criticisms welcomed.

[philanderer] 07/6/2017 17:04

And just 10k traded today

[philanderer] 06/6/2017 14:28

Turning into a bit of a rout. -9% in six trading days, still small volume showing though.

[tcarter66208] 06/6/2017 13:33

Frustration

[philanderer] 02/6/2017 17:27

Persistent small selling today , just over 11,000 traded

[philanderer] 24/5/2017 17:27

24th may Panmure buy tp 1335p up from 1279p

[philanderer] 23/5/2017 09:16

Secretive contract award ;-)

[jeffian] 17/5/2017 01:07

#587,

30% hike in divi is immaterial. The dividend yield is only around 1% even if the full year divi is hiked 30% and it is covered at least 6x with net cash building up on the balance sheet. They could double or treble it.

[philanderer] 17/5/2017 00:58

Investors Chronicle:

'Avon Rubber gets higher tech'

IC VIEW:

Management remains confident of meeting market expectations for the September year-end, aided by a swelling order pipeline and favourable currency effects. That confidence extends into the following year, with new respirators and work programmes in the protection and defence division expected to offset the anticipated fall-away in demand for M50 masks for the DoD. The shares' forward rating of 17 times earnings looks on the money. Hold.

Last IC View: Hold, 1,025p, 17 Nov 2016

[philanderer] 16/5/2017 09:25

Splendid :-)


16th may Cantor buy tp 1200p
16th may Panmure buy tp 1279p
16th may N+1 Singer buy tp 1170p

[jurgenklopp] 16/5/2017 07:48

18BT

Agree. Prospects good and 30% hike in the interim divi.

Bodes well for today.

[18bt] 16/5/2017 07:17

Cracking interims and good prospects. Cash generation looks strong. Liking the divi increase - about time.

[philanderer] 15/5/2017 13:25

A few selling before tomorrow's interims.

----------------------
Avon Rubber p.l.c.‏ @AvonRubber 15 minutes ago

We’re announcing our 2017 interim results tomorrow. Follow #AvonResults for all the updates

[philanderer] 12/5/2017 10:14

tc , nudging up , ever closer ;-)

[tcarter66208] 10/5/2017 11:57

Let's see it march past £11