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Adept Tech. Share Chat (ADT)



Share Price: 315.00Bid: 310.00Ask: 320.00Change: 0.00 (0.00%)No Movement on Adept Tech.
Spread: 10.00Spread as %: 3.23%Open: 315.00High: 0.00Low: 0.00Yesterday’s Close: 315.00


Share Discussion for Adept Tech.


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piworld
Posts: 161
Opinion:No Opinion
Price:368.00
ADT at Mello London
2 Dec '18
AdEPT presentation by CEO, FD and Group MD at Mello London, last week.

https://www.piworld.co.uk/2018/12/02/adept-technology-adt-presentation-at-mello-london-november-2018/

Introduction, and opportunity to win a bottle of champagne! -00:22
ADT key fundamentals - 01:45
Strategy: Telecoms – unified comms – IT & hosting – 04:35
ADT by numbers - 10:13
KPIs: Product revenue - 12:33
KPIs: Customer sector – 14:14
Partners - 16:36
Accreditations & awards - 17:31
Interim results highlights (Sept 18) - 18:17
Latest update – acquisitions - 25:13
Q&A - 27:11
 
ProfessorZ
Posts: 2,031
Opinion:No Opinion
Price:367.00
Results
13 Nov '18
Interesting market reaction, generated the opportunity I was waiting for.
piworld
Posts: 161
Opinion:No Opinion
Price:372.00
ADT interviewed by Judith MacKenzie
20 Aug '18
Judith Mackenzie, Partner & Head of Public Equity at Downing LLP visits AdEPT (ADT) at their head offices in Tunbridge Wells and interviews CEO Ian Fishwick.

https://www.piworld.co.uk/2018/08/20/judith-mackenzie-meets-adepts-ceo-ian-fishwick-july-2018/

Judith Intro – 00:27
Interview with Ian Fishwick, CEO AdEPT – 01:21
How did AdEPT begin? – 01:32
Acquisition criteria – 02:54
Chronology of acquisitions – 04:34
Acquisition conversion rate – 08:08
Number of deals in the coming year? – 09:44
Bigger deals? – 10:05
Availability of acquisitions? – 11:00
Any tricky acquisitions? – 11:40
Managing earnouts – 12:55
Tour of the office – 14:11
Driving organic growth – 16:02
Customer base – 17:07
Key KPI’s – 20:26
Capex – 22:00
The end game – 22:43
Director sales – 24:25
Liquidity & institutional interest – 25:43
Discount to peers – 26:17
Orangetree
Posts: 422
Opinion:No Opinion
Price:356.00
Reading
11 Jul '18
A great company for shareholders with one misleading highlight, read more http://bit.ly/2ukr1U4
ProfessorZ
Posts: 2,031
Opinion:No Opinion
Price:345.00
Well run
10 Jul '18
Another beautiful RNS.
piworld
Posts: 161
Opinion:No Opinion
Price:330.00
ADT present at Mello18 (video)
1 May '18
Adept (ADT) presentation at Mello Derby 2018

By Ian Fishwick (CEO) & John Swaite (CFO)

http://www.piworld.co.uk/2018/05/01/adept-adt-presentation-at-mello-derby-2018/

Introduction � 00:18
Key fundamentals - 01:12
What Adept do � 04:18
Revenue & EBITDA - 05:20
Telecoms & IT - 06:12
Market size � 11:55
Group structure � 12:51
Key stats � 15:20
Acquisitions: Atomwide - 16:32
KPIs: revenue - 20:18
KPI: customer sector � 21:55
KPIs: EBITDA � 25:33
KPIs: Free cash flow - 26:45
KPIs: Leverage control � 27:53
KPIs: EPS - 29:25
KPIs: Dividend policy � 29:52
Q&A � 30:32
Babbler2
Posts: 45,116
Premium Chat Member
Opinion:No Opinion
Price:322.50
.
13 Jul '17
Nice results:
· 14th consecutive year of increased underlying EBITDA up 27.2% to £7.83m (2016: £6.15m)

· Revenue increased by 19.2% to £34.4m (2016: £28.9m)

· Gross margin % increased by 2.0% to 42.3% (2016: 40.3%)

· Underlying EBITDA margin % increased by 1.4% to 22.7% (2016: 21.3%)

· 20.3% increase to adjusted earnings per share to 23.09p (2016: 19.19p)

· 19.2% increase to dividends declared to 7.75p (Interim 3.75p, Final 4.00p) (2016: 6.50p)

· Year-end net debt* of £15.5m (2016: £6.0m)

· New 5 year £30m revolving credit facility in place with Barclays and RBS
ProfessorZ
Posts: 2,031
Opinion:No Opinion
Price:357.50
19% rise in dividends
4 Apr '17
An AIM share that actually rewards shareholders... consistently.

They even have a shareholder perk that offers free residential line rental. I have used this for years and would recommend them for that alone.
piworld
Posts: 161
Opinion:No Opinion
Price:340.00
Video: ADT at ShareSoc March 17
9 Mar '17
CEO, Ian Fishwick, FD, John Swaite and Communications Director, Richard Burbage, update at ShareSoc Richmond, a year after their first presentation

http://www.piworld.co.uk/company-videos-2017/2017/3/9/adept-adt-update-sharesoc-richmond-march-2017

Introduction - 00:18
Rise in share price (42%) - 00:51
John and Richard introduction – 1:29
What do Adept do? – 2:01
Business model - 3:54
Adept locations - 5:22
Customer service strategy - 6:30
Revenue splits - 6:51
Transition to managed services - 7:49
Public sector & healthcare - 8:28
Commercial customers - 11:43
Business centres - 12:45
Acquisitions - 13:37
Cat Communications – 14:00
New bank facility - 16:55
ourIT department - 20:45
piworld
Posts: 161
Opinion:No Opinion
Price:340.00
Video: ADT at ShareSoc Richmond 7.3
9 Mar '17
CEO, Ian Fishwick, FD, John Swaite and Communications Director, Richard Burbage, update at ShareSoc Richmond, a year after their first presentation

http://www.piworld.co.uk/company-videos-2017/2017/3/9/adept-adt-update-sharesoc-richmond-march-2017

Introduction - 00:18
Rise in share price (42%) - 00:51
John and Richard introduction – 1:29
What do Adept do? – 2:01
Business model - 3:54
Adept locations - 5:22
Customer service strategy - 6:30
Revenue splits - 6:51
Transition to managed services - 7:49
Public sector & healthcare - 8:28
Commercial customers - 11:43
Business centres - 12:45
Acquisitions - 13:37
Cat Communications – 14:00
New bank facility - 16:55
ourIT department - 20:45
handybrownone
Posts: 454
Opinion:No Opinion
Price:352.50
Double whoa
8 Mar '17
Like it
handybrownone
Posts: 454
Opinion:No Opinion
Price:314.00
Whoa
1 Feb '17
Pretty impressive recent increase in SP every day - i was thinking of topping up at 220! wish I had. Love this share- and it pays divis. I think there is more steam left in this one.
Kev4
Posts: 4,133
Opinion:No Opinion
Price:230.00
Great share
6 Nov '16
Can see this rising imminently.
handybrownone
Posts: 454
Opinion:No Opinion
Price:235.00
results
1 Nov '16
were 10 nov last year - soon I guess. Onwards and upwards
JR710
Posts: 723
Opinion:No Opinion
Price:250.00
The Petition is gaining support
21 Jul '16
Apologies for board hopping; but !
The petition is going quite well; 6000+ signatures so far. ONLY 3 weeks to go !!!

https://petition.parliament.uk/petitions/112044/sponsors/frRbCOsOLO6QqIN82UOX

If you hate seeing buys reported as sells etc!!!!!!
Has already been sent to Martin Lewis, Daily Mail, Moneyweek & Watchdog.
New chancellor, shaddow chancellor & lots of others inc Stock Exchange aim committee.
If you follow tweeters etc, send it to them please!

If this petition doesn’t reach 10,000; then imo we might as well have not bothered as it will almost certainly be filed B1N; @ 10,000 the government should respond.

So – If you haven’t yet signed or indeed have but haven’t passed it on to others, then now’s the time to do so.
ProfessorZ
Posts: 2,031
Opinion:No Opinion
Price:272.50
From strength to strength
10 May '16
An excellent acquisition, a profitable entity with a clearly successful business model - we have purchased the business within a solid business model whilst it is expanding. The combination will undoubtedly compliment both operations to the benefit of future earnings.

I continue to be impressed with this company, the way it operates and its growth strategy.
jupiternmars
Posts: 1,101
Opinion:No Opinion
Price:245.00
Video interview with John Swaite
6 Apr '16
http://tinyurl.com/hqfguot

John Swaite, finance director of business telecoms provider AdEPT Telecom PLC (LON:ADT), says the acquisition of Centrix last May is one of the reasons for the company’s strong performance during the last financial year.
Swaite admits that the impact of the Centrix has been a pleasant surprise for the Kent-based firm, as the acquisition “has been a lot stronger than [AdEPT] thought.”
Moving forward, Swaite believes the company will continue to focus on the public sector, while he says “there is now significant headroom within [AdEPT’s] existing debt facility to look for more acquisitions”.
humblebynature
Posts: 3,681
Opinion:No Opinion
Price:270.00
“solidly” and “robustly” ahead
14 Nov '15
humblebynature
Posts: 3,681
Opinion:No Opinion
Price:270.00
WH Ireland ups forecasts
13 Nov '15
WH Ireland ups forecasts on AdEPT Telecom after strong half-year results
Share
14:17 13 Nov 2015
The broker reiterated its ‘buy’ recommendation and lifted its target price 17%, or 45p, to 305p.

http://www.proactiveinvestors.co.uk/companies/news/119162/wh-ireland-ups-forecasts-on-adept-telecom-after-strong-half-year-results-119162.html?utm_source=twitterfeed&utm_medium=twitter
humblebynature
Posts: 3,681
Opinion:No Opinion
Price:270.00
beaufort securities
11 Nov '15
http://www.proactiveinvestors.co.uk/columns/beaufort-securities/23583/beaufort-securities-breakfast-alert-adept-telecom-jubilee-platinum-national-grid-experian-group-and-others-23583.html
09:05 11 Nov 2015

Adept Telecom (LON:ADT) – Buy

Adept, one of the UK’s leading independent communications integrator and managed service providers, announced its results for the 6 months ended 30 September 2015. Revenue grew 22.8% to £13.9m, EBITDA rose 24.8% to £2.9m and EBITDA margin also grew to 21.8% (2014, 20.8%). EPS grew 23.1% to 10.32p. The Interim dividend rise by 33p to 3p per share. The revenue increase being a reflection of the 5 month revenue contribution from Centrix Limited, following the completion of the acquisition on 1 May 2015. Centrix is a UK based specialist provider of complex unified communications, Avaya IP telephony, hosted IP solutions and managed services. With over 300 Avaya solutions in the UK and across the world Centrix has one of the largest customer bases backed by specialist knowledge of the Avaya Aura solution in particular, which has extended the Group’s ability to provide a complete unified communications solution. AdEPT has had continued success in the public sector and healthcare space during the period winning a number of new contracts with councils and other public sector bodies. Over the last 24 months AdEPT has been successful in gaining new contracts with public sector and healthcare organisations as a result of its various framework agreements. This has seen an increase to 28 councils from 18 in the comparative period. The acquisition of Centrix provided a complementary customer focus both in terms of size and sector. The continued targeting of larger contracts has seen the Premier Customer division now accounting for just over 70% of Total revenue at 30 September 2015 (2014: 55%). The public and healthcare sector customer base has been extended and now accounts for 24.3% of Total revenue at 30 September 2015 (2014: 13.3%). AdEPT continues to successfully make the transition from a traditional fixed line service provider to a complete communications integrator offering best of breed products from all major UK networks. Revenue from managed services, including data connectivity, hardware and cloud-based contact centre solutions, increased by 88.7% now accounting for 41.2% of Total revenue for the six months ended 30 September 2015 (September 2014: 26.8%). The demand for faster data connectivity speeds continues, and this is being met through a wider data connectivity service offering, including up to 10Gb Optical Spectrum Services (OSA) data connectivity being provided to customers solutions under the Ja.Net framework for universities and colleges.

Our view: With cash generation equating to 99.2% of EBITDA and the Company committed to a progressive dividend policy it is encouraging to see a 33% increase in the interim dividend. The acquisition of Centrx has extended the Group̵
humblebynature
Posts: 3,681
Opinion:No Opinion
Price:275.00
Northland Capital
10 Nov '15
ProfessorZ
Posts: 2,031
Opinion:No Opinion
Price:182.00
Deal
1 May '15
Interesting use of funds and on the face of it, a very good return on investment.

Business is costing £7m + £3.5m depending upon Centrix's performance.

A premium paid above the £613k Dec 13 net asset value, but Centrix made £2.26m profit before tax. Incorporated in 1991, no reason to suggest that this cannot be repeated. In cash terms and assuming similar profitability, the acquisition will be repay for itself in 3 to 5 years.

Looks like a cracking deal to me. Well done BoD.
6SERIESM
Posts: 543
Opinion:No Opinion
Price:155.00
RE: Brokers note
7 Apr '15
Appreciate the feedback.
ProfessorZ
Posts: 2,031
Opinion:No Opinion
Price:150.00
RE: Brokers note
7 Apr '15
I agree with that.

An AIM share that pays dividends, this provides a degree of stability and realism that many other AIM shares lack. It is unlikely to take-off in the same way that other shares can in this market, but the recipe for growth appears to be working well and the company seems extremely well managed. If Adept can somehow increase market share and reduce debt to zero, growth could be rapid. Given today's news, it is all heading in the right direction.

The company paid the equivalent of 6.3p per share off it's net debt and a further 9.6p an acquisitions. Liquidity does not appear to be a problem at the moment. Add that to the dividend, the total cash available over the period was around 20p per share which is trading at £1.50.

My only regret is that I didn't invest more in here 18 months ago.

Happy to hold.
6SERIESM
Posts: 543
Opinion:No Opinion
Price:150.00
Brokers note
7 Apr '15
Any opinions here, looking over previous RNS and notes seems well run, however nothing startling. Hapy to be told otherwise




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